Blast 及生态项目挖矿盘点

MarsBitОпубліковано о 2024-06-27Востаннє оновлено о 2024-06-27

Анотація

Blast是一条第2层区块链，用户可以通过桥接资产来赚取收益。它提供积分、金币、空投和收益等激励措施，吸引用户和开发者参与。生态系统中有许多有利可图的挖矿机会，如Ambient、Juice、Synfutures、nftperp和Munchables。Munchables是最近获得Big Blast比赛的胜利，即将推出NFT/GameFi项目，用户可以通过锁定ETH来赚取奖励。随着GameFi项目的发展，Munchables可能是存放ETH的好地方。

Blast和如何最大化你的空投…
随着新的替代 L1 和 L2 的推出，这些新兴区块链之间越来越缺乏差异化。为什么使用 Arbitrum 而不是 Optimism，或者使用 Base 而不是 Solana？除了相对微不足道的气体节省之外，用户目前还根据应用层的激励措施被驱动到特定的区块链。挖矿空投、赚取收益、使用应用程序和交易代币往往是链流入的最终驱动因素，但大多数链并不迎合这些活动。除了偶尔的生态系统基金或代币激励外，用户没有理由更喜欢一条链而不是另一条链。由于这一现实，应用层本身往往是任何链成功的决定性因素。
但是，如果存在一条直接激励应用层活动的链，同时通过原生收益和生态系统奖励吸引用户和开发者活动，情况会如何？
在今天的报告中，我们将讨论Blast以及如何最大化你的奖励。

什么是Blast？
在我们深入讨论之前，让我们快速介绍一下基础知识。对于那些可能不熟悉的人来说，Blast是由Blur背后的团队构建并由Paradigm支持的具有原生收益的第2层区块链。当你桥到Blast，你开始自动从钱包中的闲置资产中赚取收益。但是等等，收益从何而来？
当使用L1 - > L2桥接时，你的桥接资产保存在L1的智能合约中，而你在L2上接收流动表示。这意味着大多数L2都有数十亿美元的收益资产闲置着。看起来很浪费，对吧？这也是Blast希望将自己区分为“原生收益的L2”的地方。

当你将ETH/USDC桥接到Blast时，你的基础代币将自动用于赚取ETH质押/美国国债收益率(分别为4-5%)，然后根据L2重新计算。除此之外，用户还可以利用Blast L2上的这些有收益的代币进行贷款、借款、LPing等，理论上为矿工创造了一个避风港。但这真的足够吗？最终，Blast似乎只是在拥挤的L2领域中的一个sDAI/stETH包装；但这就是事情变得有趣的地方。积分、金币、空投和收益，所有这些都被用于吸引用户和开发者。在应用层加上一些额外的激励措施，如协议积分、收益和空投，你就有了一个多样化的L2生态系统。

如何挖矿BLAST
在我们进入我们最喜欢的积分农场策略之前，你应该首先对 Blast 空投的结构方式有一个基本的了解。
1.只需将代币桥接到 Blast 并将它们保存在您的钱包中，你将开始累积积分，这些积分在 Blast 仪表板上可见。还将有可用于使用特定应用程序的积分乘数，该乘数将于 4 月 1 日开始。用户还可以通过推荐其他人来增加他们的积分，Blast 空投总额的 50% 分配给积分持有者。
2.Blast空投的另一半将通过Blast Gold分配给开发者，Blast Gold将根据特定的KPI奖励Big Bang竞赛项目以及主网应用程序。有些项目比其他项目有更大的分配(可以在这里看到)，并且大多数这些应用程序都将其Blast Gold空投重定向回各自协议的用户。

虽然你只能从钱包中的ETH/USDC余额中赚取积分，但协议也可以将从你的存款资产中赚取的积分分配给你。与Blast Gold类似，大多数协议都将100%的积分重新分配给协议用户。这意味着除了智能合约风险之外，没有理由不将你的代币存入这些协议之一，特别是当你可以为项目本身赚取更多积分时。一个又一个的空投，空投之上的空投，一个卑微的农民、、矿工还能要求什么呢？
生态系统的机会
对于那些早期桥接的人来说，新链上总是有机会，虽然没有很多代币可供模仿，但有很多有利可图的挖矿机会。我们已经开始在Blast上看到一个独特的生态系统的发展，虽然已经推出了无数的协议，但以下是我们所关注的。

1. Ambient
TVL: $56M
Raised：$6.5M
审计:✅
Ambient是我们目前最喜欢的DEX之一，他们最近在Blast上推出了自己的积分系统。但是为什么我们这么喜欢Ambient呢？你可以在下面的帖子中查看我们的完整想法，但简而言之，Ambient通过将集中和环境流动性结合到单个代币池中来解决分散的流动性问题。Ambient也很快在其他区块链上推出，并与Berachain、Monad等大型协议建立了合作关系……

https://twitter.com/HFAresearch/status/1700154434599473360
2. Juice
TVL: $110M
Raised: $7M
审计：✅
Juice 是 Blast 上的一种杠杆流动性挖矿协议，似乎是最大化Blast积分的最佳地点之一，同时也为Juice和Thruster (Blast原生DEX)赚取积分。但它是如何工作的呢？用户可以以贷方或借款人的身份参与，这两种身份都有自己的利益范围(如下所示)。一般来说，贷款似乎更有利于获得稳定收益和最大化Juice积分，而借款则更有利于获得Blast/Thruster/Hyperlock积分。

3. SynFutures
TVL: $22M
Raised：$37.4M
审计：✅
Synfutures是一家衍生品交易所，最近在Blast上推出了Oyster Odyssey积分计划。你将开始被动地积累积分在SynFutures交易和提供流动性，以及顶部的 Blast 积分/黄金积分。在过去的几年里，Synfutures从知名风投那里筹集了如此多的资金，但考虑到额外的Blast奖励，Synfutures似乎非常缺乏资金。

https://twitter.com/SynFuturesDefi/status/1763324283562971469
4. nftperp
TVL: $5M
Raised: $3M
审计：✅
nftperp 是最近在 Blast 上推出的 NFT 永续交易所，用户可以通过提供流动性和交易来获得 vNFTP 代币奖励。随着最近发布的v2, nftperp已经过渡到一个AMM/订单式的混合型交易所，这解决了他们以前的vAMM模型所困扰的许多问题。我们是nftperp 的忠实粉丝，你现在可以通过提供流动性和交易来获得vNFTP代币的资格。鉴于相对较低的 TVL，这可能是一个值得监测的利润丰厚的矿场。

https://twitter.com/nftperp/status/1759669450234864003
5. Munchables
TVL: N/A
Raised: 未知
审计:✅
Munchables 是 Blast 上即将推出的 NFT/GameFi 项目，并且是最近结束的 Big Blast 比赛的获胜者。Munchables 将开展锁定活动，用户将能够锁定他们的 ETH 一个月，以赚取 NFT、Blast Gold/Points、Schnibbles 等。随着 Super Sushi Samurai 和 Crypto Farms 等 GameFi 项目的发展，Munchables 可能是存放一些 ETH 的好地方。

https://twitter.com/_munchables_/status/1771037745340981353

Трендові криптовалюти

CitreaCTR

wrapped stUSDTWSTUSDT

Velodrome FinanceVELODROME

BrevisBREV

ZRX（0X）ZRX

PancakeSwapCAKE

Пов'язані матеріали

Yangtze Memory: Is It the Second ChangXin?

The largest IPO in the history of the STAR Market is approaching. Yangtze Memory Technologies (YMTC) has filed for a listing on the Shanghai Stock Exchange's STAR Market, aiming to raise 33 billion yuan. This surpasses the previous record set by competitor ChangXin Memory Technologies (CXMT), which raised 29.5 billion yuan and saw its market capitalization surge on its debut. Despite both being leading Chinese memory chipmakers founded in 2016 and operating under the IDM model, the two companies are fundamentally different. CXMT focuses on DRAM, the memory used for temporary data processing, while YMTC specializes in NAND Flash, used for long-term data storage. Industry reports indicate the global DRAM market is significantly larger and more concentrated among three major players, where CXMT ranks as the fourth-largest supplier. The NAND Flash market is more fragmented, with YMTC ranking third globally by shipment volume in Q2 2026, though fifth by revenue due to a stronger focus on consumer-grade products. Experts are divided on whether YMTC can replicate CXMT's explosive market debut. Some analysts believe it is highly unlikely, citing a cooler market environment and YMTC's perceived lower strategic scarcity within the AI supply chain compared to DRAM/HBM-focused companies. They warn that aggressive IPO pricing could lead to downward pressure post-listing. Industry forecasts suggest the DRAM market may remain tight, while the NAND Flash market could face price corrections due to new capacity and weaker demand. Other experts argue that while short-term market sentiment differs, the long-term investment value of both companies is comparable, hinging on future performance and potential breakthroughs in areas like HBM. They believe YMTC's IPO is unlikely to face significant cooling given still-elevated market interest in the semiconductor sector.

marsbit20 хв тому

Yangtze Memory: Is It the Second ChangXin?

marsbit20 хв тому

Tether Completes Full Audit by KPMG U.S., 150 Tons of Gold and 100,000 BTC Reserves Verified

Tether Announces Completion of Full Financial Audit by KPMG US, Confirming Gold and BTC Reserves Tether CEO Paolo Ardoino announced that the company has completed its first-ever full financial audit by the "Big Four" accounting firm KPMG US. The audit covers the financial statements of Tether International, S.A. de C.V. as of December 31, 2025. Ardoino stated that Tether's delay in obtaining a full audit was primarily due to the previous US administration's hostile stance towards the digital asset industry. With a more favorable regulatory environment, the company engaged KPMG US for the rigorous review. Ardoino emphasized the audit confirmed the strength of Tether's reserves, including over $6 billion in excess equity. He also revealed the company holds substantial physical assets: approximately 150 tons of gold and over 100,000 Bitcoin (BTC). The audit process reportedly involved physically verifying each gold bar. Addressing past criticism and ongoing skepticism, Ardoino pointed to Tether's ability to handle large-scale redemptions, citing the processing of around $7 billion within 48 hours during market stress in 2022. He stated the company plans to undergo annual full financial audits alongside its ongoing quarterly attestation reports. Regarding a potential private equity round, Ardoino clarified that Tether, as a highly profitable company, does not require external capital but acknowledges significant market interest in its shares. The company remains private and mission-focused, aiming to serve users outside the traditional financial system. Looking ahead, Ardoino expressed Tether's interest in potentially funding initiatives like the "Bitcoin Red Team," which uses AI to audit Bitcoin's code and wallet security for vulnerabilities.

marsbit39 хв тому

Tether Completes Full Audit by KPMG U.S., 150 Tons of Gold and 100,000 BTC Reserves Verified

marsbit39 хв тому

Wall Street's Imagination Can't Keep Up with Nvidia's 'Speed'

NVIDIA once again delivered stellar earnings, with revenue, operating profit, and EPS all hitting record highs for Q2 FY2027 (ended July 26, 2026). Revenue reached $96.221 billion, a 106% YoY increase, while net profit surged 126% to $59.688 billion. The core driver remained the Data Center segment, which grew 117% YoY to $89.023 billion, fueled by ongoing global AI infrastructure investments. The company segmented its Data Center revenue into Hyperscale (large cloud providers) and ACIE (AI cloud, enterprise, industrial, and sovereign AI) categories, with the latter showing faster growth. Notably, shipments of Hopper architecture products to mainland China accounted for less than 1% of Data Center revenue this quarter, and future guidance excludes contributions from China's Data Center compute market. CEO Jensen Huang stated that AI has reached a "tipping point," directly generating productivity and revenue. Financially, NVIDIA maintained robust profitability with a gross margin of 75%. The company also returned approximately $26 billion to shareholders via buybacks and dividends. Looking ahead, product transitions are key. The Blackwell Ultra platform is now in large-scale deployment, while the next-generation Vera Rubin platform, including NVIDIA's first CPU designed for AI agents, has entered full production. The company is also expanding its software ecosystem with tools like the DSX platform for building AI factories. However, NVIDIA's role is evolving beyond chip supplier. It is increasingly involved in financing and facilitating massive AI infrastructure projects, exemplified by its credit support for the SB Energy project in Ohio intended for OpenAI. The company aims to mobilize over $500 billion in third-party capital for such builds, though this raises questions about future capital intensity. For Q3 FY2027, NVIDIA forecasts revenue of approximately $108 billion, signaling continued growth but at a potentially moderated pace. While still dominant, the competitive landscape is intensifying with rivals like AMD and in-house chips from major cloud customers. Key challenges include maintaining growth through the Blackwell-to-Rubin transition, sustaining the pace of AI infrastructure investment, and defending market share as inference workloads grow and competition increases.

marsbit40 хв тому

Wall Street's Imagination Can't Keep Up with Nvidia's 'Speed'

marsbit40 хв тому

MiniMax Starts Earning Money by Relying on Others

MiniMax, a Chinese AI company known initially for its consumer-facing products like Conch AI, has undergone a significant business shift according to its first post-IPO semi-annual report. While overall revenue grew to $117 million (surpassing its full-year 2025 projection), the revenue structure flipped dramatically. Revenue from its open platform and enterprise AI services surged 703.1% to $73.93 million, now constituting 63.4% of total income. In contrast, revenue from its own AI-native products, though doubling to $42.64 million, dropped from 69.7% to 36.6% of the total. This indicates MiniMax is transitioning from a product-centric to a platform-centric model, embedding its AI capabilities into other companies' workflows and developer applications rather than solely relying on its own apps. The company is now monetizing its core model technology as a service. However, profitability remains a challenge. Despite revenue growth of 283.1%, R&D expenses were $297 million—2.55 times revenue—leading to an adjusted net loss of $293 million. A positive sign is improving gross margin, which rose from 12.1% to 17.9%, suggesting initial progress toward scaling efficiently. Geographically, MiniMax demonstrates a "developed in China, monetized globally" model, with 60.8% of its revenue coming from outside mainland China. The report highlights that MiniMax has successfully moved past proving demand and model capability. The critical next phase is demonstrating that its growing enterprise and developer customer base can generate sufficient, sustainable profit to offset the high inherent costs of AI model training and inference.

marsbit50 хв тому

MiniMax Starts Earning Money by Relying on Others

marsbit50 хв тому

Breaking: Fable 5.1 Has Entered Gray Release

Anthropic is reportedly about to release Fable 5.1, potentially alongside Sonnet 5.1, possibly as soon as tomorrow. The urgency is seen as a strategic move ahead of OpenAI's anticipated Astra model. Evidence points to recent, limited early access testing of related models ("Melon" and "Marshmallow"), which were quickly taken offline—a pattern often preceding a major release. Some users claim they have already been given access to Fable 5.1 in a web-based "gray release," citing tests that suggest the model possesses knowledge of events post-dating Fable 5's training cutoff. Early, unofficial feedback highlights significant improvements in areas like front-end development, long-chain reasoning, and autonomous workflows, alongside stricter copyright enforcement. This rush follows user complaints about the perceived "downgrade" of Opus 5, prompting a rare official acknowledgment of issues and a promise to fix them. The upcoming release is interpreted as an effort by Anthropic to regain momentum and potentially disrupt the market with a powerful yet cost-effective model.

marsbit53 хв тому

Breaking: Fable 5.1 Has Entered Gray Release

marsbit53 хв тому

Торгівля

Спот

Обговорення

Ласкаво просимо до спільноти HTX. Тут ви можете бути в курсі останніх подій розвитку платформи та отримати доступ до професійної ринкової інформації. Нижче представлені думки користувачів щодо ціни BLAST (BLAST).