Initia 最新研报:探索 Initia 生态中有趣的 DeFi 和消费级加密应用

深潮Опубліковано о 2024-09-29Востаннє оновлено о 2024-09-29

Initia VIP 的设计旨在有效地“整理你的资源”。

作者:woogieboogie

编译:深潮TechFlow

关于 Omnitia 的一份极其全面的报告终于来了。

这是一份对原始“启动报告”的更新,新增了 PKS、VIP、公共测试网结果,以及最重要的内容——Minitias。

以下是关于新增内容的讨论。

PKS(Peg-Keeper-Swap)

首先是 PKS。还记得 Initia 如何结合 IBC 和 Minitswap 来促进 cross-rollup 交易的快速提现吗?

这种方法是实用的,但可能导致退出流动性的交换比率较高。

PKS 使交换比率更加稳定。

通过逆向工程整个过程,PK(Peg Keepers)能够在 Minitswap 不平衡时期以更有利的比率进行交换。因此,PKs 承担风险并获得更高的回报,风险周期为 7 天,适用于 Optimistic rollups,一种扩展解决方案。

@LayerZero_Core 合作

今年七月,LZ-Initia 完成了集成详情请见)。 随着可定制安全堆栈的推出,此次集成预计将把 LayerZero 的跨链消息协议(OMP)和跨链可替代代币(OFT)标准引入 Omnitia。

现在是时候来介绍一些 Minitia Gents 了。

我可以用一句话简单介绍,但在这里我们将更深入地理解它们的独特特性。

因为——Minitias 不是去中心化应用(dApps,分布式应用程序),而是像 rollups 一样的主权独立链!

首先介绍的是——@blackwing_fi

Blackwing 为高波动性资产(如 $PEPE)引入了无清算的永久交易。

@milky_way_zone 模块化再质押平台。

它为用户提供可定制的委托,并为 AVS 提供可编程的安全堆栈,其架构比 Eigenlayers 更具说服力。 此外,他们似乎从一开始就将许多 Minitias(如 Tucana 和 Inertia)交织在一起。

@TucanaNetwork Cosmos 流动性层。

它使用可交易价值证明(PoTV,Proof of Tradable Value)从中心化交易所(CEXs)和权益证明(PoS)节点解锁流动性以进行共识,并与前面提到的 MilkyWay 一起工作。 除了共识,它还是一个模块化的流动性层,具备以意图为中心的交换和永久交易功能。

然后来看一下 @controrg

其核心是 GLOB(渐进式限价订单簿),用于预测市场 AcroBet。

GLOB 类似于 TWAP,但其频率是无穷大。订单以相同的价格随时间填充,使其成为预测市场的最佳解决方案,能够减轻高频交易(HFTs)的影响。

@Inertia_fi - 一体化 LXT DeFi

Inertia 专注于 LRT 和借贷,并集成了 MilkyWay 以促进再质押,从而使用支持资产进行借贷!可以想象出一个有趣的飞轮策略!

记住:$INIT - $sINIT - 借出 - 重复。

@civitiaorg - 加密货币垄断

这是一个 GameFi,玩家可以获取土地、铸造城市、赚取收益并进行破坏。用户赚取 $GOLD,并以税点支付税款。预计将推出许多新功能! 而且在测试网期间,它是最具互动性的应用,所以期待一些酷炫的功能。

@kamigotchiworld - 链上版宝可梦

这是一个结合宝可梦和电子宠物的链上游戏,具有 PVP 特性。会有什么问题呢?

每个 Kamigotchis 都是 NFT,具有独特的属性和类型,并拥有一个巨大的世界供探索。记住:昆虫克制幽灵,幽灵克制废料,废料克制昆虫。

@lunch_xyz - 移动端轻松进行加密交易

Lunch 是一个移动优先的平台,专注于加密领域的任务和流动性管理。由于其移动特性,它具备抗 Sybil 攻击的能力,这是一项巨大的优势。

用户通过完成任务获得 Eggs,这些 Eggs 可用于兑换奖励或 $LUNCH 代币。

@zaar_gg - 链上赌场平台

之前的 Protectorate Protocol,现在是一个移动友好的赌场。如果你想玩,可以选择四种不同的游戏:Flip、Zlinko、Raffles 和 Pot。

你也可以成为庄家,通过质押赚取 Zaar XP,提升 VIP 身份并获得 $esINIT 奖励。

所以——除了即将推出的更多 Minitias,Omnitia 将会汇聚多样化的利益相关者。

但是,如果我们回顾以太坊的聚合中心生态系统的发展历程,激励一致是至关重要的。因此,Omnitia 的成功需要一个激励一致的计划。

Initia VIP 的设计旨在有效地“整理你的资源”

1. $INIT 代币的分配取决于用户的 TVL 和治理参与度。

2. 奖励根据每个 Minitia 之前设定的关键绩效指标(KPI)分配给用户,为所有人创造长期的激励对齐。

这里也有很多乐趣值得期待。

记得 2021 年的 Curve Wars 吗——那时协议们争相收集更多的 $CRV

Omnitia 的规模与应用链相当,竞争获取 $INIT,参与者种类和数量比 DeFi 更加丰富。

现在来回顾一下测试网情况。

除了纯粹的统计数据,这里有一个简单的概述:

63.5% 的交易发生在 Initia,36.5% 在 Minitia。

Tucana 在 Minitia 中占据了 25% 的交易。

Initia 的日交易量从 8 月底的 59.3% 逐步下降至 32.1%。

接下来是一些以用户为中心的分析。

每个账户的交易数量:Initia 领先,但 Blackwing 和 Lunch 等 Minitias 也有所增长,其中 Civitia 的增长幅度最大。

每个账户的总锁仓价值(TVL,Total Value Locked):更高的 TVL 可能对 VIP 奖励至关重要,Initia、Civitia 和 Blackwing 是主要的竞争者。

这就是对报告的初步分析。

如果您愿意更深入地了解 Initia 及其整体 Omnitia 生态系统,请泡杯咖啡,仔细阅读报告。

再次感谢 @initiaFDN 的研究支持,也感谢所有提供反馈的 Minitias。

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