星球日报 | 基于波场TRON的铭文市场即将推出;萨尔瓦多比特币盈利50%,无出售计划

Odaily星球日报Опубліковано о 2024-03-05Востаннє оновлено о 2024-03-05

Анотація

CryptoPunk 3100售出4500枚ETH,Omni Network与Ether.Fi签署6亿美元再质押协议以增强安全性。

星球日报 | 基于波场TRON的铭文市场即将推出;萨尔瓦多比特币盈利50%,无出售计划

头条

孙宇晨:基于波场 TRON 的铭文市场即将推出

孙宇晨在 X 平台发文表示,基于波场 TRON 的铭文市场即将推出,由 APENFT 团队开发。他强调,非常感谢波场 TRON 开发人员,并欢迎所有开发人员在波场 TRON 生态系统中开发。

萨尔瓦多持有比特币价值超 1.55 亿美元,总统表态不会出售

据英国《独立报》报道,萨尔瓦多总统布克尔表示虽然目前获利超 50% ,但并不打算出售该国持有的大量比特币。这个中美洲国家在 2021 年成为世界上第一个采用比特币作为官方货币的国家,同时还将国家资金投入该资产。目前,萨尔瓦多持有大约 2380 个比特币,购买均价为 44300 美元,现在价值已超过 1.55 亿美元。据悉,根据萨尔瓦多的比特币法,每个萨尔瓦多人都有资格获得价值 30 美元的免费比特币,以激励比特币的推出。(金十)

CryptoPunk 3100 以 4500 ETH 成交,创该系列迄今第二高成交价

据 CryptoPunk 网站信息显示,CryptoPunk 3100 已经以 4500 ETH(价值约合 1603 万美元)价格成交,创下该系列迄今第二高成交价,据悉卖家是一"0x 7 b 8961 ”开头地址,买家是一“0x 705876 ”开头地址(该地址目前仅持有新购入的这一个 CryptoPunk)。

Omni Network 与 Ether.Fi 签署 6 亿美元再质押协议以增强安全性

Ether.Fi 表示,将与 Omni Network 在一项委托交易中再质押价值 6 亿美元的 ETH,以增强 Omni Network 的网络安全性。此外,Omni Network 将把 Ether.Fi 的流动代币 eETH 列入白名单,并选择 Ether.Fi 的节点运营商来运行其主动验证服务(AVS),质押的 ETH 将充当安全保障,防止安全漏洞和资产脱钩。(CoinDesk)

行业要闻

Greeks.live:短时集中出现大量看涨期权成交,最大一笔大宗期权名义价值达 3300 万美元

Greeks.live 宏观研究员 Adam 在 X 平台发文表示,比特币突破 66000 美元,距离历史新高仅有一步之遥,短时集中出现大量看涨期权成交。其中最大的一笔大宗期权为卖出蝶式,总名义价值高达 3300 万美元,赌 BTC 继续暴涨或者回调(小涨则会亏损)。近期蝶式因为其攻守兼备的特性,非常受大户欢迎,从 50000 美元上来,越来越多的大户选择使用蝶式期权做多。

Deribit:比特币年化期货溢价率上涨至 17-20% 

Deribit 于 X 平台发文表示,Deribit 的年化期货溢价率持续上涨。 3 月和 4 月 BTC 到期年化期货溢价率超过 20% ,而 6 月和 9 月到期年化期货溢价率为 17-18% 。

项目要闻

韩国个人信息委员会拟对 Worldcoin 虹膜信息采集行为进行调查

韩国个人信息委员会发布公告,公告表示其已确认 WorldCoin 关联公司目前正在韩国约 10 个地点收集面部和虹膜识别信息。个人信息委员会拟依据《个人信息保护法》对敏感信息收集、处理及个人信息向境外转移的整体情况进行调查,如有违法行为,将依据相关法律法规采取处理措施。

MakerDAO 钱包收到 1.58 亿枚 USDC 后用于新铸造 DAI

据链上数据追踪服务 Whale Alert 监测,MakerDAO 钱包于北京时间 3 月 4 日 23 : 41 左右收到 1.58 亿枚 USDC,该交易发送方是一个“0x 6 b 86 ”开头地址。链上数据显示,MakerDAO 将收到资金铸造了 1.58 亿枚 DAI。

Curve 创始人 Michael Egorov 关联地址向币安存入 150 万枚 CRV

据@ai_ 9684 xtpa 监测,Curve 创始人 Michael Egorov 关联地址再次向币安存入价值 110 万美元的 CRV,约 150 万枚。2024 年 1 月 11 日至 2024 年 3 月 4 日期间,该地址已累计向交易所充值了 1250 万枚 CRV,均价 0.609 美元,总价值 761 万美元,目前该地址仍持有 250 万枚 CRV。

稀有款 NodeMonke #2769 以 17 BTC 的价格成交

Magic Eden 数据显示,拥有“Alien(外星人)”和“Hoodie(帽衫)”等两项稀有属性的 NodeMonke #2769 于数十分钟前以 17 BTC 的价格成交,约合 108 万美元。

此前消息,NFTstats.eth 监测数据显示,某 fh 3 csy 开头的巨鲸地址数小时前以 53.45 BTC 的总价扫入了六只“外星人”款 NodeMonkes,总计支出约合 335 万美元。

Aevo 关于“更新 AEVO TGE 时间”的 AGP-1.5 提案已开始投票

Aevo 官方宣布,关于“将 AEVO 代币的 TGE 及质押启动时间推迟至 3 月中旬”的 AGP-1.5 提案已于 Snapshot 开始投票,持有 RBN 代币的用户可参与投票。

当前,AGP-1.5 提案的支持率为 100% 。

此前消息,Aevo 于 2 月 27 日在治理论坛发起 AGP-1.5 提案,拟将 AEVO 代币的 TGE 及质押启动时间推迟至 3 月中旬(AGP-1 中原定为 2 月 1 日)。此外,AGP-1.5 还建议将 sAEVO 的质押时长由 3 个月(13 周)缩短为 2 个月(9 周),以方便最早的 RBN/AEVO 质押用户能够在 5 月启动 RBN 向 AEVO 的迁移时可以及时解锁。

投融资

Web3粉丝协作平台 Hypercomic 以近 110 亿韩元完成 A 轮融资, Logan Ventures 领投

Web3 粉丝协作平台 Hypercomic 宣布完成 A 轮融资,Logan Ventures 领投,据悉该公司在本轮融资的估值接近 110 亿韩元(约合 826 万美元),但具体融资金额未披露,新资金将用于在全球范围内拓展韩国 IP。(hankyung)

链上积分基础设施公司 Stack 完成 300 万美元种子轮融资,Coinbase Ventures 等参投

链上积分基础设施开发公司 Stack 完成 300 万美元种子轮融资,风投机构 Archetype 领投,Coinbase Ventures、Scalar Capital、A.Capital、Balaji Srinivasan、Nadav Hollander、Henri Stern、Cooper Turley 和 Colin Armstrong 参投。Stack 主要构建链上分配和跟踪积分的框架,包括积分分配、排行榜、以及去信任代币兑换服务,允许用户使用积分兑换 ERC-20 代币、ETH 或其他资产。(TheBlock)

Mirror L2完成 UTXO、Conflux 和 IMO Ventures 参与的首轮融资

Mirror L2 宣布完成来自 UTXO(Bitcoin magazine 投资部门)、Conflux 和 IMO Ventures 的首轮融资。Mirror L2 (Mirror L2.com)是一个去中心化的 Proof of Stake (POS) BTC L2 网络,与 EVM 兼容,并利用 BTC 作为 GAS。

人物*声音

Michael Saylor:比特币现货 ETF 已经引发十年机构“淘金热”

MicroStrategy 创始人 Michael Saylor 近日表示,比特币现货 ETF 已经引发了长达十年的机构“淘金热”,而自主人工智能的兴起将有助于推动这一热潮。

在 3 月 1 日举办的 Bitcoin Atlantis 会议小组讨论中,Saylor 提到,在现货比特币 ETF 推出后,比特币已经进入了一个“高增长机构采用”的时期,其表示:“我认为我们正处于比特币淘金热时代。它从 2024 年 1 月开始,一直持续到 2034 年 11 月。”

此外,Saylor 称,到 2035 年, 99% 的比特币将被产出,而 2035 年将标志着“增长阶段”的开始。(Cointelegraph)

Variant Fund 首席法律官:对美 SEC 五月份批准现货以太坊 ETF 没有太大期望

Variant Fund 首席法律官 Jake Chervinsky 在 X 平台表示,对美 SEC 五月份批准现货以太坊 ETF 没有太大期望,虽然不是说肯定不会批准,但当前美国监管机构中的法律问题和政策环境,会让不批准现货以太坊可能性更大,如果现货以太坊 ETF 没能在五月获批,市场可以关注八月份的截止日期。

Пов'язані матеріали

Commerce Ministry's Latest Export Controls Target 10 US Companies: Three Market-Moving Threads Explained

China's Ministry of Commerce placed 10 U.S. entities, including MP Materials, USA Rare Earth, Red Cat Holdings, and Teal Drones, on an export control list, banning the export of dual-use items. This move is seen as part of an ongoing countermeasure in the rare earth sector. The analysis suggests the primary impact is on U.S. companies within the **military, drone, and rare earth** sectors, aiming to restrict their access to critical Chinese materials and technology. For the Chinese market, the event is interpreted as reinforcing the **strategic value and pricing power** of domestic rare earth suppliers. However, the potential stock market reactions are nuanced: 1. **Chinese Rare Earth Upstream:** Companies like Northern Rare Earth are near yearly highs, indicating this event's "beneficiary" logic is largely priced in. It may confirm the trend but is unlikely to be a new major catalyst. 2. **Chinese Rare Earth Mid/Downstream & Drones:** Sectors like magnetic materials (e.g., Da Di Bear, Zhenghai Magnetic) and military drones (e.g., China Aerospace) are relatively undervalued. While the drone listing highlights sectoral competition, it doesn't directly translate to new orders for Chinese firms. 3. **Impact on Listed U.S. Companies:** The effect on stocks like MP Materials is ambiguous. While Chinese restrictions pose a challenge, these companies are also core to U.S. supply chain security efforts and may receive increased government support, potentially offsetting negative impacts. Their pre-announcement stock prices did not indicate panic selling. In summary, the export controls strengthen China's position in the global rare earth supply chain but have uneven effects across related stock market segments, with upstream Chinese gains likely priced in and downstream/drone sectors receiving more indirect, sentiment-driven attention. The outcome for the targeted U.S. stocks depends on the balance between restriction impacts and potential compensatory U.S. policy support.

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Uniswap v4 Hook Analysis: Architecture Design, Common Vulnerabilities, and Protection Practices

Uniswap v4's Hook mechanism is a major innovation, enabling custom logic injection into liquidity pool lifecycle events like swaps and liquidity provisioning. This transforms the AMM into programmable infrastructure, shifting the security model from protocol-level to pool-level, as each pool's safety now depends on its bound Hook contract. The core architecture revolves around the singleton PoolManager contract, which manages all pools via a flash accounting system. State changes are tracked in transient storage and must be settled by the end of a transaction. Hook contracts are permanently bound to pools via a PoolKey, with their permissions encoded directly into their address via specific low-order bits. This design introduces unique security considerations and challenges for future upgrades. Key vulnerabilities and best practices identified include: - **Access Control Gaps:** Early versions of the BaseHook abstract contract only protect `unlockCallback()`, leaving other lifecycle functions (`beforeSwap`, `afterSwap`, etc.) exposed unless explicitly secured by developers. - **Unrestricted Pool Binding:** The `initialize()` function does not validate if a Hook "consents" to a new pool. Hooks must implement their own whitelisting in `beforeInitialize` to prevent unauthorized pool creation. - **Async/Custom Curve Hooks:** These high-risk Hooks can completely replace Uniswap's swap logic. Their security depends entirely on their own implementation, as they operate outside the native protocol's pricing safeguards. - **Delta Accounting Risks:** The system ensures final balance (NonzeroDeltaCount == 0) but cannot guarantee the *correctness* of intermediate delta states, which attackers could manipulate. - **Token Confusion:** Protocols must implement semantic validation for tokens in user-created markets, not just interface checks, to prevent cross-market confusion attacks. The article emphasizes that Hook auditing requires a "sub-protocol" approach due to extended interaction chains, highlighting a significant shift in security methodology for the v4 ecosystem.

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Chips, Open-Source Models, and $50 Trillion: Joe Tsai Reassesses Alibaba Once Again

Alibaba Executive Chairman Joe Tsai recently outlined the company's comprehensive AI strategy in a public discussion. He believes AI represents a massive opportunity, estimating its potential economic impact at up to $50 trillion, stemming from the automation of human intelligence and productivity. Tsai detailed Alibaba's four-layer investment approach across the AI stack: starting from the chip level, moving to cloud infrastructure (Alibaba Cloud), then the model layer with its open-source Qwen model, and finally applications within its vast digital ecosystem (e-commerce, logistics, etc.). The company avoids the energy layer due to China's efficient infrastructure. This broad strategy is designed to ensure Alibaba captures value regardless of where it ultimately concentrates in the AI value chain. He dismissed concerns about an AI investment bubble, pointing to the enormous $50 trillion opportunity. While acknowledging U.S. cloud giants' higher capital expenditure, he argued Chinese firms, including Alibaba (funded by its cash-generative e-commerce core), need to invest more in AI infrastructure. A key theme was technological sovereignty. Tsai positioned open-source models like Qwen as a solution for companies, especially in Europe, seeking independence from proprietary U.S. models and greater data privacy control. He contrasted this with the trend of U.S. giants keeping their models closed-source. Tsai highlighted Alibaba's collaborations with European manufacturers like Bosch and Siemens, using AI for design and quality control. He concluded with an optimistic vision of AI agents enhancing productivity, ultimately freeing up human time for leisure, family, and experiences like live entertainment.

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