下周必关注|Blast将分发第二期“黄金积分”;Magic Eden将支持Runes交易(4.22-4.28)

Odaily星球日报Опубліковано о 2024-04-21Востаннє оновлено о 2024-04-21

Анотація

SAFE代币将于4月23日激活转账功能。

下周必关注|Blast将分发第二期“黄金积分”;Magic Eden将支持Runes交易(4.22-4.28)

下周重点预告

Safe:SAFE Token 将于 4 月 23 日可转让

Magic Eden:将于 4 月 23 日推出 Runes 平台

Magic Eden 将于 4 月 25 日上线 Base

io.net 第一期积分奖励计划将于 4 月 28 日结束

Blast 公布第二期“黄金积分”分配详情,将于下周分配总计 1000 万枚“黄金积分”

4 月 22 日至 4 月 28 日,业界更多值得关注的事件预告如下。

4 月 22 日

币安将支持 Stacks 网络升级及硬分叉, 4 月 22 日 20: 00 暂停 STX 充提

Odaily星球日报讯 据官方公告,币安预计将于东八区时间 4 月 22 日 20: 00 暂停 Stacks(STX)网络的代币充值、提现业务,以支持其网络升级及硬分叉。

项目方将于比特币区块高度 840, 360 (预计 4 月 22 日)进行网络升级及硬分叉。

Eigenpie 将于 4 月 22 日开放 LST 提款

Odaily星球日报讯 Eigenpie 宣布其 LST 提款将于 4 月 22 日上线。Eigenpie 平台上的 LST 存款人将能够取消质押其资产,同时保留其累积的积分。 

MerlinSwap 推出 esMP 代币并拟于 4 月 22 日启动质押活动

Odaily星球日报讯 Merlin 生态 DEX MerlinSwap 在 X 平台宣布推出 esMP 代币,esMP 最初旨在稳定 MP 代币价值。将于 4 月 22 日 14 点起举办 esMP 质押派对活动,事件截至 5 月 21 日 14 点,用户可质押 esMP 代币,以为下一轮 MerlinSwap 空投的幸运获奖者。选择合作伙伴进行质押,持有越久奖励越丰厚。 

TreasureDAO 计划于 4 月 22 日推出 Treasure Ruby 测试网

Odaily星球日报讯 TreasureDAO 计划于 4 月 22 日推出 Treasure Ruby 测试网,其中包括新的 Treasure Portal,用于跨链、访问和探索测试网环境,以及新的 Treasure 浏览器。官方表示,在 Ruby 版本之后还将推出新的测试网络版本,并将提供新功能。此外,Treasure Chain 上将新增质押功能。 

4 月 23 日

币安拟于 4 月 23 日 14: 30 进行 3 个小时定期系统升级

Odaily星球日报讯 据官方公告,币安将从 4 月 23 日 14: 30 至 4 月 23 日 17: 30 进行定期系统升级,以提升系统整体性能和稳定性。本次升级将持续 3 个小时,系统升级期间,用户在使用币安网站或币安 App 时可能会遇到系统错误。受影响的服务包括但不限于新用户注册、用户登录、交易服务等。

Safe:SAFE Token 将于 4 月 23 日可转让

Odaily星球日报讯 Safe 在 X 平台宣布 SAFE 代币将于 4 月 23 日可转让。此前消息,SafeDAO 暂定 4 月 23 日启用 SAFE 代币可转让性提案获投票通过。 

Magic Eden:将于 4 月 23 日推出 Runes 平台

Odaily星球日报讯 Magic Eden 于 X 平台发文表示,将于 4 月 23 日推出 Runes 平台。 

EigenLayer 生态全球黑客马拉松 Hack AVS 将于 4 月 23 日在 DoraHacks 平台开启

Odaily星球日报讯 据官方消息,由前沿技术分享社区 Hacker Dōjō发起,EigenLayer 生态的全球黑客马拉松 Hack AVS 将于 4 月 23 日在全球极客运动平台 DoraHacks.io 开启。本次黑客松以 EigenLayer 的 AVS(主动验证服务)概念为核心,鼓励开发者在 Eigenlayer 生态系统中的建设。

EigenLayer 是建立在以太坊上的再质押协议,旨在解决以太坊去中心化应用程序的碎片化安全问题。本次黑客松设有八大赛道,分别为 Ethereum 拓展、基础设施与智能、AVS 工具、去中心化预言机、ZK、DePIN、Cosmos 网络应用以及 Nostr 网络和去中心化内容存储类应用。

4 月 24 日 

Filecoin 基金会:n v2 2 网络升级将推迟至 4 月 24 日

Odaily星球日报讯 Filecoin 基金会在 X 平台发文表示,目前其正在跟踪和评估 STFIL Protocol 的状况。鉴于目前的情况,网络升级协调员决定将 n v2 2 网络升级推迟至 4 月 24 日。

比特币L2网络 BOB 宣布将于 4 月 24 日上线主网

Odaily星球日报讯 比特币 L2 网络 BOB(Build on Bitcoin)在 X 平台宣布将于 4 月 24 日上线主网。

Manta Network:将向 Renew Paradigm 活动合格用户分发 300 万枚 MANTA, 4 月 24 日快照

Odaily星球日报讯 Manta Network 在 X 平台宣布,在 Renew Paradigm 活动结束后,将根据参与者在活动期间销毁的 NFT 数量,分配 300 万枚 MANTA 奖励。

团队将于 4 月 24 日进行 NFT 销毁地址的快照,以此来计算 MANTA 奖励。官方提醒用户确保在截止日期之前销毁所有 NFT。

Renzo:LST 存款开放, 100 ezPoints Boost 活动将持续至 4 月 24 日凌晨

Odaily星球日报讯 EigenLayer 上原生流动性再质押协议 Renzo 在 X 平台发文表示,LST 存款开放。

100 ezPoints Boost 活动从现在开始持续至 4 月 24 日 0 点(UTC+ 8),两个 LST 代币 wBETH & stETH 都可以参加。

GM Network:CyberV 系列 NFT 将于 4 月 24 日开图

Odaily星球日报讯 GM Network 在 X 平台发文表示,其 CyberV 系列 NFT 将于 4 月 24 日开图。该项目将在产品发布时发布更多 NFT,但 CyberV 会是最稀有的系列。

4 月 25 日

Magic Eden 将于 4 月 25 日上线 Base

Odaily星球日报讯 Magic Eden 在 X 平台宣布,其将于 4 月 25 日上线 Base 网络。

4 月 26 日

暂无

4 月 27 日

暂无 

4 月 28 日

io.net 第一期积分奖励计划将于 4 月 28 日结束

Odaily星球日报讯 基于 Solana 的 DePIN 协议 io.net 于 3 月 1 日推出第一期积分奖励计划,持续至 4 月 28 日。官方表示,该计划将根据用户向网络提供 GPU 的情况给予积分奖励。奖励算法会考虑一系列因素,包括完成的工作时数、节点带宽、GPU 型号和正常运行时间。

其他(具体时间未定)

Blast 公布第二期“黄金积分”分配详情,将于下周分配总计 1000 万枚“黄金积分”

Odaily星球日报讯 Blast 已公布第二期“黄金积分”(Blast Gold)的分配详情,将于下周向 70 家生态项目合计分发 1000 万“黄金积分”。

分配额度排名前三的项目依次为 Thruster(1099908 枚)、DistrictOne(733272 枚)、Fantasy(733272 枚)。

MyShell 计划推出基于 EigenDA 与 Optimism 的 AI 消费者 Layer 2 网络,测试网将于下周上线

Odaily星球日报讯 去中心化 AI 内容平台 MyShell 在 X 平台宣布推出全球首个 AI 消费者 Layer 2 网络,旨在连接用户、创作者和开源 AI 模型研究人员。该网络由 EigenDA 和 Optimism 提供技术支持,并与 AltLayer 达成合作。目前,已有超过 5 万名创作者在 MyShell 上构建创新的 AI 应用。

据悉,MyShell Layer 2 测试网将于下周上线,由 AltLayer 提供安全部署。

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Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

On June 23rd, the Ethereum ecosystem witnessed two major shifts, signaling a significant governance realignment. First, former Ethereum Foundation researchers established Ethlabs, a new independent non-profit. Backed by major ETH holders like Bitmine and SharpLink, Ethlabs aims to address practical needs for institutional adoption, including faster settlement, native asset issuance, cross-chain transactions, and mainnet scaling. Secondly, the Ethereum Foundation announced a major restructuring, laying off 54 employees (20% of its staff) to become a leaner entity focused on protocol governance and maintenance rather than being the primary builder. This move represents a pivotal correction. Criticisms had mounted over the Foundation's perceived slowness, lack of clear strategy, and over-reliance on Vitalik Buterin's influence. Ethlabs emerges as a more execution-oriented, "industrialized" layer focused on market adoption—bridging the gap between research and real-world use. Notably, Vitalik Buterin is absent from its list of supporters, interpreted as an intentional step to avoid excessive personal endorsement and allow the organization to build independent credibility. The Ethereum Foundation's downsizing and redefinition mark a retreat from its former central coordinating role. It now aims to share the "privilege of stewarding Ethereum" with other emerging groups like Ethlabs, the Ethereum Applications Guild, and The Ethereum Economic Zone. Analysts frame this dual shift as the Foundation ensuring Ethereum remains "correct" (credibly neutral), while Ethlabs must prove it remains "effective" (competitive and attractive for capital and adoption). This addresses community "shareholder-like anxiety" about ETH's market performance. While risks exist—such as concerns over shifting from Foundation centrality to large-holder influence—the consensus is that the greater risk for Ethereum was inaction, caught between technical idealism and organizational inertia. These steps aim to create a more multi-stakeholder, execution-driven future for the network.

链捕手5 год тому

Foundation Steps Back, Ethlabs Steps Forward: Ethereum Undergoes Its Largest Restructuring in History

链捕手5 год тому

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

In a pivotal year for US crypto policy, the "CLARITY Act" is advancing in the Senate but faces a high hurdle, needing 60 votes to pass. Key challenges include bridging partisan divides on ethics and swaying undecided Republican senators within a tight legislative calendar of only about 40 working days. The policy "second half" involves intense negotiations on a broader framework for Web3 and DeFi, including crypto tax reforms and the Blockchain Regulatory Certainty Act. A significant uncertainty is the understaffed CFTC, operating with four commissioner vacancies, which complicates regulatory clarity. Meanwhile, the departure of key "crypto champions"—SEC Commissioner Hester Peirce and Senator Cynthia Lummis—will impact ongoing policy efforts. Industry experts are cautiously optimistic but realistic. Sara K. Weed notes that while progress is being made, CLARITY is unlikely to pass this Congress, pushing agencies like the SEC and CFTC to provide more guidance. Sulolit Mukherjee suggests meaningful crypto tax legislation is more likely to be attached to larger must-pass bills. Rashan Colbert discusses the jurisdictional debate over prediction markets, emphasizing the need for a regulatory framework that fosters their development as financial tools rather than treating them broadly as gambling. The clock is ticking, but opportunities remain for substantive progress through continued bipartisan dialogue and pragmatic efforts.

marsbit8 год тому

Second Half of U.S. Crypto Policy: The Clarity Act Aims for 60 Votes, CFTC's "One-Person Commission" Becomes Biggest Variable

marsbit8 год тому

Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

Dan Koe argues that the true threat in the AI era isn't technology itself, but a reliance on others for one's livelihood and happiness. The core problem is "wage slavery"—spending life on unfulfilling work. To survive and thrive, one must escape this by building their own enterprise. The key is developing five elements: Agency (initiative), Taste (discernment), Persuasion, Persistence, and Iteration. These boil down to problem-solving skills and experiential knowledge, which cannot be learned passively but only through doing your own projects. The solution is to become "unemployable" by shifting your identity. This requires: 1) Radically changing your environment to force growth, 2) Choosing a medium (like content creation) that provides real feedback through trial and error, and 3) Mastering either code or, preferably, media (content). Content creation is more valuable because its subjective nature and need for human perspective create a durable advantage over generic AI output. To start, define your life's work by answering foundational questions about your innate knowledge, unique abilities, and contrarian beliefs. Then, immediately act by publishing your first piece of content. The cycle of creating, receiving feedback, and iterating is the essential path to developing the skills needed for an independent, meaningful career and financial resilience.

marsbit9 год тому

Dan Koe's New Essay: Escaping the Fate of the Wage Slave, How to Survive the AI Replacement Wave?

marsbit9 год тому

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

Morgan Stanley raised its price target for SanDisk (SNDK) from $1100 to $1750 on June 22, maintaining an Overweight rating. The upgrade is driven by AI inference demand reshaping the NAND market, particularly for KV Cache and context window storage in cloud data centers. These cloud clients exhibit price inelasticity and sign long-term contracts, granting SanDisk significant pricing power. SanDisk's New Business Model (NBM) agreements, covering over one-third of FY27 bit shipments with 3-5 year terms and fixed price/price collar structures, are crucial. They are projected to sustain gross margins around 80% even at floor prices, providing a buffer against cyclical downturns. Morgan Stanley forecasts gross margins to surge from 30.3% in FY25 to 86.7% in FY27e. With NAND supply expected to remain tight into 2026/2027 and cloud/data centers becoming the largest end-market, SanDisk holds supply-side pricing power. The company targets 15-19% bit growth via technology transitions, not capacity expansion. Revenue is projected to grow ~6.6x from FY25 to FY27, with EPS rising from $2.74 to $14.73, driven by high-margin cloud business. Key upside catalysts include faster enterprise SSD adoption and edge AI growth. Downside risks involve slower industry growth, competitor capex increases, market share loss, and competition from Chinese players like YMTC. The investment thesis rests on AI-driven structural demand, NBM's margin protection, and sustained supply tightness. The $1750 target implies ~28x FY27e P/E.

marsbit9 год тому

Research Report Analysis: Morgan Stanley Details SanDisk SNDK, The Truth About Cloud Data Center Pricing Power and AI Inference Benefits

marsbit9 год тому

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