本周要闻前瞻 | 哈里斯团队将参加 Crypto 相关会议；FTX 与 CFTC 的和解动议将举行听证会

链捕手Опубліковано о 2024-08-05Востаннє оновлено о 2024-08-05

整理：Fairy，ChainCatcher

重点要闻：

8 月 5 日（星期一）

NFTfi Earn Season 3 空投申领期结束

NFT 借贷协议 NFTfi 基金会在 X 平台宣布，现已开启 Earn Season 3空投，共计分发 3000 万枚 NFTFI，合格用户有 42 天的时间来申领其 NFTFI 分配。

本次空投申领期将于 2024 年 8 月 5 日 21 时结束。在此之后无人申领的代币将返回 NFTfi 基金会财库。合格用户可以立即解除质押其 NFTFI ，或者保持质押以维持 Earn Season 4 质押乘数。

GRVT 将于 8 月 5 日上线 Open Beta 测试网

据 The Block 报道，加密货币交易平台 GRVT 将于 8 月 5 日上线 Open Beta 测试网，将向前 3 万名早期测试者分发 240 万枚 ZK 代币（需验证账户并进行首笔交易）。

另据 RootData 数据，2024 年 3 月，GRVT 完成 220 万美元战略轮融资，QCP Capital、Selini Capital、Antelope、Pulsar Trading 和 Ampersan 等参投。截至目前 GRVT 融资总金额达到 930 万美元。

福布斯记者：哈里斯竞选团队与加密行业领袖将于周一共同参加在华盛顿的会议

福布斯记者 Eleanor Terrett 在 X 披露，加州国会议员 Ro Khanna 将于周一在华盛顿主持另一场会议，加密行业领袖、民主党政治家以及哈里斯竞选团队的代表将参加。

Eleanor Terrett 表示，这一举动代表了支持加密货币的民主党人重新与该行业建立新起点的努力。

Starknet：将于周一推出 Starknet v0.13.2 测试网，本月 26 日发布主网

Starknet 官方在社交平台发文表示，Starknet v0.13.2 即将到来，测试网发布时间为 8 月 5 日（星期一）；主网发布时间为 8 月 26 日（星期一），并提醒开发者升级全节点版本。

L1 链 Vanar 将于 8 月 5 日开放 Velocity 和 Galxe Vanguard 测试网参与者奖励申领

Layer 1 区块链 Vanar 于 X 发文表示，所有 Velocity 和 Galxe Vanguard 测试网的参与者可从 8 月 5 日起申领奖励。官方提醒用户当心相关诈骗链接，保持警惕。

Parallel L2 积分收集计划已结束， 8 月 5 日起进入维护阶段

Parallel Network 宣布 Parallel L2 积分收集计划已结束，并将保留所有用户积分数据的快照。该计划于 2024 年 7 月 24 日结束后，Parallel L2 链上的资产将不再产生新的 Parallel 积分。

Parallel 将专注于其核心领域，进入一个新的开发阶段。从 2024 年 8 月 5 日开始，Parallel L2 将进入维护阶段，在此期间只有提款相关功能可用。以下页面将进入维护模式：Parallel L2 Wallet、Parallel L2 Bridge、Parallel L2 Airdrop Page、Parallel L2 Lending 以及 Parallel L2 Swap。

链游 Lumiterra 将于 8 月 5 日在 Ronin 上开启首轮封测，提供 100 万美元奖池

链游 Lumiterra 于 X 宣布将于 8 月 5 日 15 ： 00 在 Ronin 上正式开启首轮封闭测试（CBT#1），总奖池达 100 万美元。

以太坊隐私协议 DOP 主网将于 8 月 5 日上线 Polygon，同时还将推出 NFT Encryptions 功能

以太坊隐私协议 Data Ownership Protocol（DOP）于 X 发文表示，其主网将于 8 月 5 日上线 Polygon，同时还将推出 NFT Encryptions 功能。

此前消息，Data Ownership Protocol 在 X 平台宣布宣布主网测试版已上线，允许加密货币用户在以太坊区块链上体验 DOP 技术，据悉该协议主要提供加密、发送、解密和质押功能，保护用户数据隐私。

MultiversX 计划发布 xExchange V3，公开测试将于 8 月 5 日至 7 日进行

高度可扩展的区块链平台 MultiversX 计划发布 xExchange V3。公开测试将于 8 月 5 日至 7 日进行，测试后不久将正式推出。其表示将使用全新的 MultiversX Testing Fork 技术，而不是 devnet/testnet，该技术最初是为了满足特定的 xExchange 测试需求而构建的。用户将能够直接使用他们的主网余额和头寸进行测试，而不必从新账户开始。

8 月 6 日（星期二）

币安拟于 8 月 6 日升级现货和杠杆交易系统

据官方公告，币安将于 2024 年 08 月 06 日 15：00（东八区时间）升级现货和杠杆交易系统，升级时长预计 10 分钟。升级期间，币安现货和杠杆交易将不受影响，App 端/Web 端/客户端用户将无法查看升级期间内成交订单的交易历史；API 用户仍可收到交易历史数据。

FTX 与美国 CFTC 达成 127 亿美元的和解协议，其听证会将于 8 月 6 日举行

据 TheBlock 报道，破产的加密货币交易平台 FTX 和美国商品期货交易委员会（CFTC）已同意达成 127 亿美元的和解协议，目前正在等待特拉华州法官的批准。CFTC 于 2022 年对 FTX、FTX 前首席执行官 SBF 及其附属公司 Alameda 提起欺诈诉讼，称他们的行为导致客户损失了 80 亿美元。

CFTC 最初要求索赔 522 亿美元。作为和解协议的一部分，CFTC 同意只要 FTX 遵守重组计划，CFTC 不会收取任何赔偿。FTX 将向债权人支付高达 127 亿美元的赔偿金，具体取决于可用资金。和解动议的听证会将于 8 月 6 日举行。

FTX 于 2022 年底申请破产。今年 5 月，FTX 破产管理人公布了重组计划，债权人将获得全额现金偿还。根据该计划，索赔金额低于 5 万美元的债权人将有资格在法院批准后的 60 天内获得 118% 的赔偿。

8 月 7 日（星期三）

欧洲证券和市场管理局就加密资产纳入规模 12 万亿欧元的投资市场的咨询截止日期

据 DL News 报道，欧洲证券和市场管理局（ESMA）正就加密资产是否应纳入投资产品咨询业界和专家，此举有望为加密货币打开更广阔的市场，远超比特币现货 ETF 的市场规模。

据悉，该计划旨在扩大 UCITS（欧盟可转让证券集合投资计划）的适用范围，而 UCITS 市场规模高达 12 万亿欧元。此举若成行，将是加密资产在欧洲主流化的关键一步，金融监管专家 Sean Tuffy 称其具有“游戏规则改变者”的潜力。

ESMA 的咨询截止日期为 8 月 7 日，批准与否尚待观察。DLA Piper 律师 Andrea Pantaleo 表示，此举的影响将远超美国 ETF，因众多基金部门可能将部分流动性投向加密资产。

8 月 8 日（星期四）

Ola：拟于 8 月 8 日对 Massive 第二赛季代币分配进行快照

Layer 2 模块化 ZKVM 项目 Ola 在社交平台宣布，其移动端 ZKP 验证网络 Massive 第二赛季的代币分配快照将于 8 月 8 日晚 8 点进行。第二赛季积累的积分将被记录，并作为获得 Ola 代币资格及比例的依据。

据悉，Ola 发布公告向社区征集关于 Massive 第二赛季代币分配方式的提案，并提供 10,000 OVP（Ola 社区积分）作为奖励。

Enso Finance 已在 CoinList 平台进行代币公募，将持续至 8 月 8 日凌晨

CoinList 宣布 Enso Finance 代币公募已于 2024 年 8 月 1 日 01:00（UTC +8）开始，至 8 月 8 日 01:00（UTC +8）结束。此次拍卖分配 500 万枚 ENSO 代币，占总供应量的 5%。起始价格为 8 美元，保留价格为 1.5 美元。预计代币生成事件（TGE）将于 2024 年 9 月 15 日左右进行。EnsoFinance 是全球首个意图引擎，允许开发者和用户表达所需结果，从而构建真正可组合的应用。

Simon’s Cat 拟于 Floki Launchpad 推出 Meme 币

据 CoinDesk 报道，动画剧集 Simon’s Cat 宣布拟在 Floki Launchpad 上推出 Meme 币，并与 Floki、BNB Chain 和 DWF Labs 合作，相关代币预计于 8 月 8 日发行，其中一部分将空投给 FLOKI 代币持有者，另一部分将分发给使用 Floki 交易机器人交易 Simon's Cat 的用户。

8 月 10 日（星期六）

Terraform Labs 破产案中申请索赔的一般截止日期已定为 北京时间 2024 年 8 月  10 日凌晨 5 点

Terra 在 X 发文称，在 Terraform Labs Pte Ltd (TFL) 和 Terraform Labs Limited (TLL) 的第十一章破产案件中，申请索赔的一般截止日期已定为 2024 年 8 月 9 日下午 5 点（东部时间）。

如果用户对 TFL 有任何索赔是在 2024 年 1 月 21 日或 7 月 1 日之前产生的，需在一般截止日期之前提交。

Пов'язані матеріали

Bitcoin's Bull-Bear Range Battle Continues, HYPE Faces Critical Test of Wave V Support | Invited Analysis

The market is experiencing directional uncertainty with both opportunities and risks. HYPE's daily V-wave structure is at a critical juncture, with the $40.17 support level being pivotal for its future trajectory. A break below this level, followed by an inability to surpass the recent high of $45.76, could signal the end of the current upward structure. The short-term strategy for HYPE is to "follow the trend and buy on dips," using a 30% position size and a 30/60-minute trading cycle, entering long upon confirmed support holds with model signals. Bitcoin's market structure is reinterpreted, with the rally from the $60,000 low now considered a larger D-wave rebound within a medium-term correction, facing a key test between $73,500 and $79,000. A break above the upper bound may lead to limited upside, while a drop below could see a decline toward $69,500. Core resistance lies at $79,000–$80,600 and $83,500–$84,500, with support at $73,500, $69,500, and $65,000–$66,000. The medium-term strategy maintains a 60% short position from $89,000, to be exited if price stabilizes above the multi-empty band. Short-term tactics involve 30% positions for "spread" opportunities, with two scenarios: selling on rallies near $76,500–$79,000 (Scheme A) or shorting on a breakdown below $73,500 (Scheme B), both with strict stop-losses. A复盘 of HYPE's recent short trade showed a 6.80% gain from a long entry at $41.59 (based on model buy signals) and exit at $44.42 (triggered by top signals). Key reminders include setting initial stops at entry, moving to breakeven at +1% profit, and trailing stops thereafter. All views are for reference only; market conditions change rapidly, and caution is advised.

Odaily星球日报6 хв тому

Bitcoin's Bull-Bear Range Battle Continues, HYPE Faces Critical Test of Wave V Support | Invited Analysis

Odaily星球日报6 хв тому

On the Same Day Aave Introduced rsETH, Why Did Spark Choose to Exit?

On April 18, Kelp DAO's cross-chain bridge was exploited, resulting in the malicious minting of 116,500 unbacked rsETH. The attacker deposited these into Aave and borrowed WETH, creating a potential bad debt of approximately $195 million. Aave’s Guardian quickly froze the market, but the protocol’s insurance could only cover about 25% of the loss. In contrast, SparkLend, a lending protocol in the MakerDAO ecosystem, suffered no direct losses. This was not due to superior foresight but rather a preemptive governance decision. On January 29, Spark executed a governance action to discontinue new rsETH supply, citing low usage and high concentration from a single wallet. The same day, Aave expanded its rsETH market by enabling E-Mode with a 93% LTV to attract more deposits. Spark’s risk management framework is designed to remove assets with low usage or poor risk-adjusted returns, regardless of external security concerns. Aave’s decision was growth-oriented, aiming to boost WETH utilization and attract capital. Spark also employs additional safeguards: rate-limited supply and borrow caps that would have limited the scale of such an attack, and a robust oracle system using the median of three price feeds. These mechanisms systemically contain the maximum exposure to any single risk event, demonstrating a fundamentally different approach to risk than Aave’s growth-first model.

marsbit7 хв тому

On the Same Day Aave Introduced rsETH, Why Did Spark Choose to Exit?

marsbit7 хв тому

Strategy's 'Money Printer': Is STRC Bitcoin's Savior or Destroyer?

Bitcoin's recent price movement is being heavily influenced by Michael Saylor and his company, MicroStrategy, through a new financial instrument: STRC (Variable Rate Series A Perpetual Stretch Preferred Stock). This Nasdaq-listed perpetual preferred stock offers an 11.5% annual dividend, attracting significant capital. Crucially, funds raised from STRC are used to purchase Bitcoin, with a 3x leverage effect—for every $1 from STRC, MicroStrategy adds $2 from MSTR equity to buy $3 worth of BTC. This creates a powerful "flywheel": more STRC sales fuel massive BTC buying, supporting its price and improving MicroStrategy's credit, which in turn makes STRC more attractive to investors. However, this mechanism introduces risks. A significant "ex-dividend arbitrage" pattern has emerged, where traders buy STRC before its monthly dividend, collect the payout, and quickly sell, causing price volatility and potentially driving up Bitcoin's cost basis for MicroStrategy. In response, Saylor has proposed shifting STRC to a semi-monthly dividend to smooth out these effects. Furthermore, STRC's high yield is being integrated into DeFi protocols like Apyx Protocol and Saturn Credit, offering new on-chain yield opportunities. The central concern remains: as MicroStrategy aggressively accumulates over 3.5% of all BTC, it challenges Bitcoin's foundational principle of decentralization, creating a system where a single public company significantly influences the market.

marsbit14 хв тому

Strategy's 'Money Printer': Is STRC Bitcoin's Savior or Destroyer?

marsbit14 хв тому

Crypto Prices Drop On The Weekend As Iran Shuts Strait Of Hormuz Again

Cryptocurrency prices declined over the weekend following Iran's decision to reclose the Strait of Hormuz, reversing the positive market reaction to its brief reopening. Bitcoin fell below $76,000 after reaching a 10-week high of $77,500, while Ethereum dropped to around $2,350. The global crypto market cap decreased by more than 2%, with major altcoins like XRP and Solana also experiencing losses. The renewed geopolitical tension has reintroduced volatility and uncertainty, casting doubt on earlier optimism about a market recovery. Further price fluctuations are expected if diplomatic tensions between the U.S. and Iran continue.

bitcoinist49 хв тому

Crypto Prices Drop On The Weekend As Iran Shuts Strait Of Hormuz Again

bitcoinist49 хв тому

The Only True AI Token Is USDC

The article argues that the only true "AI token" is the stablecoin USDC (and others like USDT, USDS), not the various AI-themed altcoins promoted in crypto circles. It uses the example of "Felix," an AI agent that autonomously runs a company, generating revenue, paying expenses, and hiring other AI agents, all funded and transacted with stablecoins. The core thesis is that AI agents, which are software-based companies, cannot hold traditional bank accounts due to legal and regulatory barriers. Stablecoins in crypto wallets provide the essential financial infrastructure for these agents to operate independently—receiving payments, paying costs, and transacting without human intervention. The author dismisses the narrative that a specific "AI blockchain" will dominate, comparing public blockchains to utility providers (like UPS or FedEx) that AI agents will indifferently use based on cost and efficiency for each transaction. The real value capture is in the stablecoin layer and critical infrastructure like reputation and orchestration systems, not in speculative AI agent tokens, which have collectively lost significant market value. The article concludes that crypto was built for autonomous software, not humans, and that the massive, overlooked transaction volume of stablecoins is the true indicator of the AI agent economy's growth.

marsbit1 год тому

marsbit1 год тому

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