财富效应崛起，Cosmos生态还有哪些潜在空投机会？

Odaily星球日报Опубліковано о 2024-02-02Востаннє оновлено о 2024-02-02

Анотація

除了参与质押部分 Cosmos 生态代币外，参与协议测试网交互也非常重要。

原文作者： 1912212.eth，Foresight News

在以太坊之外的公链里，若单论财富效应，Solana 与 Cosmos 几乎是避不开的两条链。两者皆备受资本追捧，Solana 单论 MEME 就涌现出 BONK、SILLY、WIF 三雄，部分 DeFi 项目，如 Jupiter、Jito 等进行空投，让 Solana 生态的质押者参与者赚得盆满钵满。

后者生态公链，涌现出一批惊人的高回报项目，如 Celestia、Injective、Neutron、Sei 等，最近部分热门项目如 Dymension、Altlayer 等对 Cosmos 生态质押进行空投奖励，其中模块化公链 Celestia 甚至将 2000 万枚 TIA 分配给 Cosmos Hub 和 Osmosis 的质押者和 IBC 中继器，是时候看看 Cosmos 上的空投机会了。

值得提醒的一点是，除了参与质押部分 Cosmos 生态代币外，参与协议测试网交互也非常重要。

潜在空投机会

Polymer 公链

Polymer Labs 是基于 IBC 构建的模块化网络协议，旨在实现去中心化、安全和无许可的跨链网络。

2022 年 3 月，Polymer 完成 360 万美元种子轮融资，Distributed Global 和 North Island Ventures 领投。同年 4 月，Polymer Labs 和 Celestial 达成合作，将 IBC 引入 Optimistic rollups。

Berachain 公链

Berachain 是基于 Cosmos SDK 构建的兼容 EVM 的 Layer 1 区块链，并采用 Proof of Liquidity 共识机制保护。近期已经上线测试网，用户可领取测试币进行体验。

2023 年 4 月，Berachain 完成 4200 万美元融资，Polychain Capital 领投，OKX Ventures、Hack VC、Dao 5、Tribe Capital、Shima Capital、Robot Ventures、Goldentree Asset Management、Dragonfly Capital 前合伙人、Celestia 创始人 Mustafa Al-Bassam、Tendermint 联合创始人 Zaki Manian 以及其他 20 名 DeFi 项目创始人参投。

SquidSquid 跨链交易和流动性路由协议

2024 年 2 月，SquidSquid 完成 400 万美元战略融资，Polychain Capital 领投，Nomad Capital、North Island Ventures、Maelstrom、Chorus One 等参投。

Noble Cosmos 生态应用链

Noble 是专为 Cosmos 和 IBC 生态的原生资产发行而构建的应用链。2023 年 10 月，Noble 开发公司 NASD 宣布完成 330 万美元种子轮融资，Polychain Capital 领投，Borderless Capital、Circle Ventures、Wintermute Ventures 等参投。

Initia 公链

Initia 是在 Cosmos 上的 L1，尽管 Initia 是使用 Cosmos 软件开发套件 (SDK) 开发的，但它将利用基于 Move 智能合约语言的名为 MoveVM 的计算框架。

2023 年 10 月，在 Pre-Seed 轮融资中获得 Binance Labs 资金支持。

Fairblock 隐私公链

Fairblock 使用 Cosmos SDK 构建，旨在使条件解密和预执行隐私成为现实，条件解密是指允许用户设置条件，使协议能够执行交易，而不会在执行前泄露任何链上信息。

2023 年 10 月，完成 250 万美元 pre-seed 轮融资，Galileo 领投，Lemniscap、Dilectic、Robot Ventures、GSR、Chorus One、Dorahacks 和 Reverie 等参投。

Tabi Chain 游戏公链

2024 年 1 月，GameFi 游戏服务平台 Tabi（原 Treasureland）将在 Cosmos 上推出具有 EVM 兼容性的游戏区块链 Tabi Chain。今年二月份会推出测试网。

2023 年 5 月份，Tabi 完成 1000 万美元天使轮融资，参投方包括 Animoca Brands、Binance Labs、Draper Dragon、HashKey Capital 等，个人投资者包括冯波（Dragonfly）、Riyad AD（Saudi Arabia）以及 Suji Yan（Mask Network）。

Eclipse 模块化结算层

Eclipse 是一个模块化结算层，可以通过选择所需的共识和 DA 层来创建自定义执行链，Eclipse 在执行环境上支持 EVM 和 SVM，并计划在未来支持更多虚拟机，同时在 DA 层上已经支持 Celestia。

2022 年，Eclipse 完成 1500 万美元 Pre-Seed 轮和种子轮融资，其中早些时候的 600 万美元 Pre-Seed 轮融资由 Polychain 领投， 900 万美元种子轮融资由 Tribe Capital 和 Tabiya 共同领投。

EigenLayer 以太坊再质押协议

在其推特主页置顶短视频中，包括有 3 个单词，其中之一就有 Cosmos，参与质押生态代币仍有机会获得其空投份额。

2023 年 3 月，再质押协议 EigenLayer 开发商 EigenLabs 完成 5000 万美元 A 轮融资，Blockchain Capital 领投，Electric Capital、Polychain Capital、Hack VC、Finality Capital Partner、Coinbase Ventures 和 IOSG Venture 等参投。EigenLabs 此前已完成 1450 万美元种子轮融资，Polychain Capital 与 Ethereal Ventures 联合领投。

Wormhole 跨链桥

近日，Wormhole 公布了 ZK 路线图，通过集成零知识证明，Wormhole 协议的信任假设和区块链整体互操作性方面将取得重大进展。接下来的几个月中，区块链的 ZK 轻客户端（包括以太坊、Sui、Aptos、NEAR 和 Cosmos）将被部署并与 Wormhole 集成，从而实现无需信任的双向数据传输。

2023 年 7 月，Wormhole 在 Cosmos 生态系统中启动应用链跨链桥。

2023 年 11 月，Wormhole 以 25 亿美元估值完成 2.25 亿美元融资，本轮融资没有领投方，由 Brevan Howard、Coinbase Ventures、Multicoin Capital、ParaFi、Dilectic、Borderless Capital、Arrington Capital，以及 Jump Trading 参投。本轮融资亦是 2023 年加密货币项目融资金额最大的一轮融资。

参与策略

一般来说，项目方对质押代币数量没有过多具体要求，如 Celestia 与 Altlayer 就无具体数额规定。但也有例外，如 Dymension：在截止时间前，至少质押 1 枚 ATOM，或 Stride 上至少质押 1 枚。此外 OSMO 至少质押 10 枚也将获得空投。Saga 空投要求：ATOM 质押数量在 25 枚以上，TIA 质押数量在 23 枚以上等。还有小部分协议会要求参与过治理投票活动。因此，最稳妥的办法是多种代币尽可能多的数量参与质押，并积极参与投票。

质押平台

现有质押平台主要分三类：钱包质押、生态流动性平台质押、协议官网质押

ATOM

Keplr 钱包、Leap 钱包、流动性质押协议 Stride 或 StaFi

TIA

Keplr、Leap、Stride

DYDX

Keplr、Leap、Stride、dYdX Chain V4 官网（https://bridge.dydx.trade/）

OSMO

Keplr、Leap、Stride、Osmosis 官网（https://app.osmosis.zone/stake）

INJ

Keplr、Leap、Stride、Injective 官网（https://hub.injective.network/staking/）

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