BitMEX Alpha：交易员周报（10月4日-10月11日）

Odaily星球日报2024-10-11 tarihinde yayınlandı2024-10-11 tarihinde güncellendi

Özet

加密货币市场本周表现平平，似乎"十月牛市"尚未到来。

原文作者：BitMEX

简要概述

  • 加密货币市场本周表现平平，似乎"十月牛市"尚未到来。

  • 本周，尽管美国股市创下新高，主要加密货币价格仍然大体持平。迷因币板块出现显著复苏，POPCAT 领涨。Uniswap 在推出其 Unichain 二层网络解决方案后也表现良好，显示市场对 DeFi 领域技术进步反应积极。

  • 在我们的交易分析部分，我们将深入探讨 Unichain 公告，并分析其对$UNI 价格目标的潜在影响。

数据一览

BitMEX Alpha：交易员周报（10月4日-10月11日）

表现良好的币种

  • $POPCAT (+ 22.1% ): 猫咪币超越狗狗币

  • $UNI (+ 16.1% ): Uniswap 推出 Unichain - 该项目 3.5 年来最重大的公告

  • $WIF (+ 11.9% ): $WIF 显示突破迹象

表现不佳的币种：

  • $W (-11.2% ): 上周的最大赢家变成本周的最大输家

  • $ENA (-9.1% ): $ENA 自两周前空投领取以来持续下滑

  • $BONK (-8.8% ): $BONK 失宠于新的猫咪迷因币

新闻速递

宏观：

  • ETH ETF 周流出：-1230 万美元 (来源)

  • BTC ETF 周流入：+ 1.395 亿美元 (来源)

  • 美国就业增长超出预期；失业率降至 4.1% (来源)

  • 上月 CPI 通胀高于预期——但仍处于 3.5 年来最低水平 (来源)

  • HBO 中本聪揭秘节目反响平平，加密市场反应平淡 (来源)

  • 特朗普拒绝福克斯新闻邀请，不参加与哈里斯的第二场总统辩论 (来源)

  • 泰国证券交易委员会新草案规定允许共同基金和私募基金投资数字资产 (来源)

项目

  • Crypto.com确认收到美国证券交易委员会（SEC）的威尔斯通知，并已对 SEC 提起诉讼 (来源)

  • Uniswap 推出二层网络 Unichain (来源)

  • Swell Network：用户现可查看其 SWELL 代币领取资格 (来源)

  • Puffer Finance 将于 10 月 15 日开始空投，持续至 1 月 15 日 (来源)

  • Telegram CEO 发帖庆祝 40 岁生日，称将在未来几天分享相关经历 (来源)

  • Stripe 在美国推出"用加密货币支付"功能，支持包括 USDC 和 USDP 在内的稳定币 (来源)

  • HBO 列出 Peter Todd 可能是中本聪的 7 个理由，尽管他本人否认 (来源)

  • 谷歌已集成 ENS，允许用户搜索.eth 域名并查看余额 (来源)

  •  Grayscale 推出 Aave 基金 (来源)

  • Jupiter 移动应用程序已在 iOS 平台上线，Android 版本即将推出 (来源)

交易洞察

注意：以下内容不构成财务建议。这是市场新闻的汇编，我们始终鼓励您在执行任何交易前进行自己的研究。以下内容无意表达任何保证回报，BitMEX 对您的交易表现不如预期不承担责任。

深入了解 Unichain

周四，Uniswap 宣布推出 Unichain 和$UNI 质押，这标志着该项目的一个重要里程碑。让我们深入了解一下这项技术及其对 UNI 价格的潜在影响。

UNIchain 是一个基于 OP Stack 构建的L2，旨在解决 DeFi 和区块链扩展中的关键挑战。这个新的二层解决方案引入了前沿功能，目的是提高市场效率，减轻最大可提取价值（MEV）风险，并促进无缝的跨链交互。Unichain 的一些主要亮点包括：

1. 高效的区块构建：

  • UNIchain 引入了与 Flashbots 合作开发的可验证区块构建，确保区块构建的透明性。这通过将每个区块分解为四个"闪块(flashblocks)"，实现了更快的区块时间（200-250 毫秒），同时也减轻了与 MEV 相关的风险。

  • 它分离了区块排序和区块构建的角色，使区块顺序透明且无需信任，并利用**可信执行环境（TEEs）**来增加安全性。

2. Flashblocks：

  • Flashblocks 可以减少延迟和流动性提供者面临的不利选择风险。这为 AMM 和其他 DeFi 应用提供了低延迟的交易体验，这对它们至关重要。

  • 闪块确保交易能更快、更高效地处理，使 DeFi 平台能够在不使用户暴露于三明治攻击等 MEV 风险的情况下实现最佳运行。

3. 无需信任的交易回滚保护：

  • 通过在 TEE 环境中模拟交易，UNIchain 可以检测并移除会回滚的交易，确保用户不会为失败的交易付费，从而改善用户体验并减少摩擦。

4. Unichain 验证网络（UVN）：

  • $UNI 代币通过作为 UVN 的质押代币获得了额外的实用性。

  • UNIchain 的去中心化验证网络减少了对单一排序器的依赖，这可以避免区块等价或无效区块提案等风险。验证者通过质押 UNI 代币参与区块验证，确保更快的经济最终性和跨链结算。

  • 该网络将更快地验证区块，旨在帮助简化跨链流动性。

5. 与 OP 超级链的集成：

  • UNIchain 建立在超级链之上，能够在 OP Stack 上的卷叠之间实现无缝的流动性移动和互操作性。这使得跨链交互更快、更便宜，解决了流动性碎片化的问题。

$UNI 能涨到多高？

距离 Uniswap 上一次升级 UNI V3已经过去了三年。在 UNI V3推出期间，$UNI 的价格在公告后不久短暂达到了约 42 美元的峰值。然而，这个价格与市场估值之间存在显著差异。

为了评估$UNI 现在的潜在价格增长，我们研究了如果 UNI 能将其当前总锁仓量（TVL）和交易量的相当一部分转移到L2方案会发生什么。我们将这种情况与现有的L2网络进行了比较，以估算 UNI 潜在的额外"L2估值"：

BitMEX Alpha：交易员周报（10月4日-10月11日）

结论

总的来说，Uniswap 是 DeFi 生态系统的一个重要基石，因为该应用本身的规模是加密货币领域最大的卷叠的数倍。如果 Unichain 成功地将其当前 30% 以上的 TVL 从其他链迁移到自己的链上，价格影响可能会很显著。然而，如果只有约 10% 的 TVL/交易量迁移，考虑到它已经是一个 80 亿美元的代币，Unichain 可能对$UNI 的价格影响不大。

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