APT币会是下一个百倍币?能实现一夜暴富愿望吗?

金色财经2024-08-12 tarihinde yayınlandı2024-08-12 tarihinde güncellendi

Tx4YmdjpcYnFBamtKFv6mfNrauvOSDzlFafkHKEP.jpeg

22年3月15 完成的2亿美元融资是由a16z领投,Multicoin Capital,Coinbase Ventures,hashed等一众豪华机构参投。

仅仅过了13天,到了22 年3 月28 日,币安宣布战略投资Aptos Labs,将与Aptos在开发、代码审查、基础设施建设和黑客马拉松方面进行密切合作。

时间到了22 年7 月25 日,Aptos 宣布完成1.5 亿美元新一轮融资,由FTX Ventures 和Jump Crypto 领投,原先投资机构基本都再次参投。

Aptos 许多主要团队成员来自Meta,比如,Aptos 共同创办人兼技术长Avery Ching 与Mo Shaikh 都曾是Diem与Novi 的主要构建者。此外,开发团队中大部分也都参与了Diem、Novi 的开发。

让我们进一步探讨发展成果,首先从技术进展方面着手。正如之前提到的,Aptos采用了Move编程语言,这使开发人员能够编写程序来更灵活地管理和转移资产,同时确保这些资产受到了攻击的安全性和保护。 Apto的帐户、交易费用、标准库、验证器节点管理以及配置等方面都是通过Move语言实现的。

这个技术进展有助于提高Aptos的区块链生态系统的安全性和可用性,同时也为开发者提供了更多的灵活性和创新性,从而推动了该项目在技术领域的发展。

另外,Aptos网络还引入了并行执行引擎,这意味着在低争用情况下,其每秒交易数(TPS)比使用32个顺序执行线程高出16倍,而在高争用情况下,TPS也实现了超过8倍的加速。更重要的是,在工作负载连续的情况下,开销较少。

总体来看,这个网络可以在动态和透明的情况下维持并行性,使其在各种使用情况下都表现出色。

此外,Aptos还开发了生产级别的低延迟拜占庭容错(BFT)引擎,在经过第四次迭代后已经实施。通过最新的协议改进,区块只需两次网络往返即可提交,因此亚秒级的最终确定性已经成为常态。

现在让我们看看具体的网络情况。Aptos在经历了三次测试网的反复验证和优化后,只有在第三次节点的可用性超过了97%之后才上线了主网,至今尚未发生网络故障。

最后,让我们讨论潜在的机会和风险点。

当前的市场环境,公链赛道一直都是最具挑战性同时也是承载价值最好的地方,随着DeFi、NFT、Web3 这些应用的快速爆发,关于公链的叙述性和概念性都是市场的最主要的关注点之一。

大家看上一轮牛市,从BSC、Solana、雪崩 、Fantom 、Near,一条又一条公链不仅在二级市场价格展现了良好的答卷,也在生态方面迎来了蓬勃的发展,带动了一轮属于新兴公链的小高潮。

讲了赛道机会,再讲下具体项目进展,Aptos 全球共108 个验证节点,市值在前40名,当前APT的交易量仍处于低位,如果市场没有重大的看跌压力,中长期看涨势头继续。

讲完机会,聊下风险:

第一个风险点是未达到预期的性能。去年10月,Aptos Autumn主网上线后,其性能表现未如预期。虽然Aptos官方资料宣称能够实现每秒16万次交易(TPS),但根据浏览器数据显示,Aptos网络的吞吐量仅为每秒30-40次交易(TPS),与设定目标相差很大。

第二个风险点是项目当前的特色不够显著。尽管Aptos试图发展自己独特的公链特性,但由于在技术、资本支持、生态开发者等多个方面与Solana有很大的重叠,Aptos必须应对来自Solana的竞争压力。同时,还需要面对Sui等其他竞争对手的竞争。

第三个风险点是过高的估值。作为备受瞩目的公链项目,Aptos自发布以来一直备受资本青睐。然而,在2022年7月的融资中,Aptos的估值已经飙升至了275亿美元,在熊市的背景下,这一估值显得相对过高。

第四个风险点涉及韩国市场可能带来的潜在风险。韩国市场作为全球最炙手可热的加密交易市场之一,经常出现比其他国家更高的加密资产价格,这种现象被戏称为"泡菜溢价"。

Terra遭遇困境后,韩国本土加密市场出现了空缺,急需一个新的领头者,于是Aptos看到了机会,决定进军韩国市场。

在过去,海外大型项目通常只提供英文版的白皮书,其他语言版本通常由社区志愿者翻译完成。而Aptos则采取了不同的方式,他们在官方网站上同步发布了韩语版本的白皮书,这是唯一除了英语之外提供的语言版本,这表明了他们对于进军韩国市场的诚意。

加密小喵y,与你们下期再见!

Trend Kriptolar

İlgili Okumalar

Borrowed Faith: How Much of the Bitcoin ETF Flows Are Real Money

"Rented Faith: How Much of Bitcoin ETF Flows Are Real Money?" Bitcoin ETF inflows are often seen as a barometer of institutional conviction. However, week-to-week analysis reveals they are primarily driven by a hidden arbitrage trade rather than directional bullishness. This is the cash-and-carry trade: buying the ETF while simultaneously shorting Bitcoin futures on the CME to lock in the price difference (basis). This delta-neutral activity registers as ETF inflows but reflects a rate-seeking, not price-betting, strategy. Data shows weekly ETF flow volatility is closely tied to hedge fund ("leveraged funds") short positions on CME futures, with a correlation of 0.70. About half of weekly flow variation can be explained by this single factor. In contrast, Bitcoin's weekly price changes have no statistically significant power to predict flows. Crucially, while this arbitrage trade dominates weekly *fluctuations*, it is not the main component of the cumulative *stock*. Of the ~$55 billion total net inflow, the estimated net arbitrage position is only about $1 billion. The vast majority is steady, directional buying averaging ~$400 million per week. Thus, ETF flows overstate the *volatility* of belief, not its *level*. The "rented" arbitrage capital churns, while "owned" directional capital forms the bedrock. This arbitrage trade has been unwinding for two years, with hedge fund shorts peaking at ~$14 billion in late 2024 and falling to ~$4.5 billion. Recent outflows align with basis compression, signaling the trade's exit, not a loss of faith. For Ethereum ETFs, the same dynamic is weaker due to negative carry from forgone staking yield. The key takeaway: To interpret ETF flows, watch the basis vs. Treasury yields and CME hedge fund net shorts. They reveal how much of the weekly "demand" headline is driven by rented, rate-seeking capital versus real conviction.

链捕手15 dk önce

Borrowed Faith: How Much of the Bitcoin ETF Flows Are Real Money

链捕手15 dk önce

Two Giants' Credit Expansion: Loan Balances of $9.9 Billion vs. $14.6 Billion, Brazil Emerges as the Main Battlefield

Title: Two Giants "Credit" Surge: Loan Balances of 99 Billion vs. 146 Billion USD, Brazil Emerges as Main Battlefield Summary: The article compares the rapid expansion of credit businesses by two major e-commerce and fintech players, Sea (via Monee) and Mercado Libre (via Mercado Pago), in overseas markets like Southeast Asia and Latin America, contrasting with a slowing domestic Chinese credit market. Using Q1 2026 financial data, it highlights their significant growth. Sea's Monee reached a loan balance of $99 billion, up 71% year-over-year (YoY), contributing 17.5% to Sea's total revenue. Mercado Pago's loan balance hit $146 billion, up 87% YoY, contributing 45% to its parent company's revenue. Both maintained stable risk metrics (e.g., Monee's 90+ day NPL at 1.1%) despite rapid scaling. Brazil is identified as a key and accelerating growth market for both. Sea's Brazilian operations saw loan volumes exceed $10 billion, growing 250% YoY, with SPayLater GMV penetration still low (~10%) indicating high potential. Sea also secured a key Brazilian financial credit license (SCFI). Mercado Libre's Brazil segment contributed over half (54%) of total group revenue, with its credit business there generating $11.24 billion in revenue, up 89% YoY and accounting for 12.7% of global revenue. Mercado Pago's credit portfolio, especially credit cards (46% of loans, +105% YoY), is a strategic focus, described as crucial as building logistics was a decade ago. Its net interest margin after loss (NIMAL) remains high at 17.8%. The article concludes that while Brazil presents immense opportunities, the success is largely driven by these integrated "e-commerce + fintech" giants with proprietary transaction data and ecosystems, making it challenging for standalone fintech players to compete effectively.

链捕手37 dk önce

Two Giants' Credit Expansion: Loan Balances of $9.9 Billion vs. $14.6 Billion, Brazil Emerges as the Main Battlefield

链捕手37 dk önce

Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

Bernstein analyst Stacy A. Rasgon published a report on June 18 regarding Intel, assessing the potential impact of recent political support for a US-based PC chip design and manufacturing collaboration between Apple and Intel. The report views this as a significant signal for the foundry landscape shift but concludes the initial financial contribution would be minimal. Key conclusions: 1) An Apple deal is seen as a small-scale "proof of concept." Even if Intel wins 40% of Apple's premium notebook chip orders (~5 million units/year), Bernstein estimates it would generate only about $500M in annual revenue and ~$0.03 EPS, negligible against Intel's ~$55B revenue. 2) Political encouragement is not equivalent to enforceable mandates. Winning orders ultimately depends on Intel demonstrating competitive technology (like its 18A node), cost, and reliable supply. 3) The path from validation to large-scale production involves significant challenges, capital investment, and time. Due to these uncertainties, Bernstein maintains a Market-Perform (Hold) rating with a $100 price target, implying potential downside from the ~$121.10 price at the report date. The analysis highlights the tension between near-term validation value—serving as a crucial trust signal for Intel's foundry ambitions and US supply chain resilience—and the long-term opportunity to attract larger cloud and AI chip customers. The investment thesis hinges on successful 18A execution and sustained policy support, not on immediate financial gains from Apple.

marsbit1 saat önce

Research Report Analysis: Is Intel Making a Comeback with Apple? Bernstein's Calculations Show the Right Direction, but the Price Is Already Overvalued

marsbit1 saat önce

İşlemler

Spot
Futures

Popüler Makaleler

APT Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Aptos (APT) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında Aptos (APT) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: Aptos (APT) Varlıklarınızı SaklayınAptos (APT) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: Aptos (APT) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Aptos (APT) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

153 Toplam GörüntülenmeYayınlanma 2024.12.11Güncellenme 2026.06.02

APT Nasıl Satın Alınır

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların APT (APT) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

活动图片