Starknet暴跌42%：这些指标为何暗示STRK卖家疲态

ambcryptoОпубліковано о 2026-02-07Востаннє оновлено о 2026-02-07

Анотація

尽管Starknet（STRK）在开发活跃度上领先Layer-2项目，但其代币价格在过去一个月下跌42%，单周跌幅近17%。链上数据显示，虽然总锁仓量（TVL）从3亿美元高点回落至2.89亿美元，但平均币龄（MCA）开始回升，暗示抛售压力可能减弱。年龄消耗指标近期出现大幅波动，反映持有者恐慌性卖出，但若平均币龄持续上升且年龄消耗保持低位，可能标志抛售疲劳和积累阶段的开始。长期投资者可关注开发活跃度和稳定币流动性等指标，以评估项目健康状况。

据Santiment数据显示，Starknet [STRK]在Layer-2项目的开发活跃度方面处于领先地位。这对长期投资者来说是一个重大利好，尽管代币价格已跌至历史低点。

无论价格走势和市场条件如何，高开发活跃度往往能将优质项目与劣质项目区分开来。

紧随其后的是Arbitrum [ARB]和zkSync [ZK]。它们的30天活跃度得分相对低于Starknet。Token Terminal数据显示，在Layer 2区块链中，Starknet的周活跃用户数排名第10。

币安智能链的高性能扩展解决方案主导了L2活动，其次是Arbitrum和Base。从收入来看，Starknet在L2中排名第6，表现一般。

CoinMarketCap数据显示，STRK在过去一个月下跌了42%，一周内下跌近17%。面对这些严峻的数据，链上指标看起来比2025年下半年略有好转。

Starknet持有者的投降可能已经结束

在过去三周中，币龄消耗指标出现了大幅飙升。与此同时，365天平均币龄从3个月的高点暴跌。这表明代币流动性增加，考虑到市场的恐慌情绪，这是可以理解的。

持有者抛售STRK也导致交易量增加，该指标的飙升就是明证。这种抛售狂潮也可能意味着大量的获利了结活动，就像11月份价格飙升至0.27美元时那样。

然而，平均币龄已再次开始上升。这本身并不标志着价格触底，但这是一个略微令人鼓舞的迹象。在未来几周，MCA指标的低点抬高将意味着抛售浪潮减弱和全网范围内的积累增加。

还存在其他一些威胁，例如总锁定价值（TVL）的下降。AMBCrypto在1月中旬报道称，TVL自2024年以来首次达到3亿美元的里程碑。

这一成就对投资者来说只是短暂的胜利。DeFiLlama统计数据显示，TVL再次下滑，截至发稿时已达到2.8945亿美元。

市场条件仍然不确定，TVL可能需要一段时间才能再次开始上升。

对于长期投资者来说，强劲的开发活动提供了一些 reassurance，但监控平均币龄和稳定币流动性等指标以衡量L2的整体健康状况仍然很重要。

最后总结

Starknet持有者的信念将因30天的高开发活跃度而得到加强。
如果平均币龄指标在未来几周继续上升，且币龄消耗保持低位，STRK的抛售浪潮可能会减弱。

Пов'язані питання

Q根据Santiment的数据，Starknet在Layer-2项目中的开发活动排名如何？

AStarknet在Layer-2项目中开发活动排名第一，领先于Arbitrum和zkSync。

QStarknet (STRK) 过去一个月和一周的价格跌幅分别是多少？

A过去一个月STRK下跌了42%，过去一周下跌了近17%。

Q哪些链上指标表明Starknet持有者的抛售疲劳可能正在出现？

A平均币龄（mean coin age）开始再次上升，如果该指标在未来几周持续上升且已消耗币龄（age consumed）保持低位，可能表明抛售浪潮正在减弱。

QStarknet在Layer 2区块链中的周活跃用户数和收入排名分别是多少？

A根据Token Terminal的数据，Starknet在周活跃用户数中排名第10，在收入排名中位列第6。

QStarknet的总锁仓价值（TVL）近期有何变化？

ATVL在一月中旬首次达到3亿美元的里程碑后再次下滑，截至发稿时为2.8945亿美元。

Пов'язані матеріали

How Much of the Subscription Fee You Pay to Claude Can Optical Module Companies Get?

How much of your $20 Claude Pro subscription actually goes to AI model companies like Anthropic? A viral breakdown image highlights the fundamental valuation challenge for AI applications versus traditional SaaS. Unlike SaaS with high software margins, AI subscriptions face variable "inference costs": every user query consumes GPU time, power, and cloud resources. This creates a tension between fixed subscription fees and usage-driven expenses. While the specific dollar splits are illustrative, the core question is whether AI revenue can achieve SaaS-like margins as usage scales. Currently, infrastructure providers (cloud platforms, GPU makers like Nvidia, HBM suppliers, power/data centers) capture more certain revenue from growing AI usage. Their financials reflect pricing power and faster earnings validation. The bullish case hinges on efficiency improvements: model optimization, caching, smaller models, and custom chips could lower per-token costs over time. The key debate is whether cost declines can outpace increases in user workload complexity and volume. Ultimately, for AI companies to command high SaaS-like valuations, they must demonstrate not just user growth but also improving gross margins after accounting for inference costs. Investors will scrutinize not just subscriber numbers, but usage patterns, enterprise pricing tiers, and real efficiency gains.

marsbit7 хв тому

How Much of the Subscription Fee You Pay to Claude Can Optical Module Companies Get?

marsbit7 хв тому

OpenAI's Hyperliquid Pre-IPO Pricing Venture: Why Did It Last Only Half a Year?

The article discusses the rise and fall of Pre-IPO pricing markets on the Hyperliquid blockchain. Trade.xyz, an anonymous team, successfully built the largest pre-market for SpaceX (SPCX) by launching a contract with a clear anchor: the eventual Nasdaq listing price. This provided inherent price stability and validation. In contrast, Ventuals, a team backed by Paradigm, failed despite holding exclusive contracts for highly sought-after companies like OpenAI and Anthropic. Its key mistake was its pricing mechanism. For companies with no near-term IPO date, Ventuals' oracle relied partly on opaque private market transactions and, critically, partly on its own contract's moving average price. This created a self-referential feedback loop where prices were artificially propped up and detached from genuine supply and demand, leading to illiquid markets. Ventuals shut down after nine months, settling positions at final prices of $1,341.80 for OpenAI and $1,618.90 for Anthropic. Ironically, some employees and late-stage investors of these very companies reportedly used these flawed Ventuals prices for valuation reference, highlighting the acute demand for any price signal in illiquid private markets. The article concludes that while demand for pre-IPO trading is real and growing, with players like Coinbase now entering the space, the fundamental challenge remains: without a public listing to provide a definitive price anchor, these markets struggle to establish truly accurate and liquid pricing. The need for a transparent, self-correcting market is the critical lesson from Ventuals' failure.

marsbit23 хв тому

OpenAI's Hyperliquid Pre-IPO Pricing Venture: Why Did It Last Only Half a Year?

marsbit23 хв тому

OpenAI Audited Financial Report: $38.5 Billion Loss in 2025, $19.2 Billion Burned on R&D, Microsoft Takes $17.2 Billion in a Year

OpenAI's audited financials reveal staggering losses. In 2025, the company reported a net loss attributable to OpenAI of $38.53 billion, a dramatic increase from a $5.1 billion loss in 2024. While revenue grew from $3.7 billion in 2024 to $13.07 billion in 2025, costs skyrocketed to $34 billion. A massive $41.55 billion loss from the fair value change of convertible equity and warrant liabilities, tied to its shift to a for-profit structure, significantly contributed to the 2025 result. Research and development spending reached $19.18 billion in 2025. The filings also show OpenAI paid Microsoft approximately $17.2 billion in 2025 for services, including $10.59 billion categorized under "research and development," likely for model training costs. Other major payments included $867 million from SoftBank and $303 million from Microsoft to OpenAI. The report raises serious concerns about the AI company's path to sustainability and profitability, highlighting financial figures far exceeding external expectations.

marsbit31 хв тому

OpenAI Audited Financial Report: $38.5 Billion Loss in 2025, $19.2 Billion Burned on R&D, Microsoft Takes $17.2 Billion in a Year

marsbit31 хв тому

With Daily Active Users Reaching 3-4 Times That of the Industry's Second Place, Which Crack in the Office Agent Market Has Tencent's WorkBuddy Torn Open?

Tencent's AI office assistant, WorkBuddy, has achieved daily active users (DAU) 3-4 times that of the industry's second-place product, primarily driven by non-technical users like HR, operations, and administrative staff. Its rapid growth, starting with a public beta in March 2026, highlights a key strategic divergence from competitors like OpenAI's Codex and Anthropic's Claude Code. Unlike those tools, which originated as developer-focused assistants (in command lines or IDEs) and are now expanding towards office scenarios, WorkBuddy was built from the ground up for non-technical office workers. Its development was user-driven, initiated after腾讯云's team observed non-technical employees using their CodeBuddy coding tool for general tasks. WorkBuddy's design is defined by three core decisions aimed at lowering barriers: 1) Using natural language instead of technical concepts, so users describe their goal without needing to understand prompts or agents. 2) Providing pre-packaged "Skill" templates for common office tasks like data processing, content creation, and research. 3) Natively integrating into existing腾讯 ecosystems like腾讯 Docs and WeChat, making the agent a seamless part of the user's workflow rather than a separate tool. This "scenario encapsulation" approach, prioritizing the shortest path for users to get work done, contrasts with the "underlying capability" focus of Codex and Claude, which offer more flexibility but require more technical setup. Analysts confirm WorkBuddy's leading market position in China by mid-2026, with massive user and request growth following its launch. Recognizing the same trend of surging non-technical adoption, OpenAI and Anthropic are now pivoting their products with features like role-based plugins (Codex) and a simplified desktop interface (Claude Cowork). However, adapting tools built for developers requires significant changes to interaction models and integrations. WorkBuddy currently holds an estimated six-month lead in delivering a complete solution for non-technical office users. Its recently launched enterprise version aims to solidify this advantage. The competition underscores two valid paths: embedding agent capabilities directly into familiar work environments versus building powerful, general-purpose agents that users must learn to access. WorkBuddy's early success demonstrates the effectiveness of the former strategy for mainstream office adoption.

marsbit32 хв тому

With Daily Active Users Reaching 3-4 Times That of the Industry's Second Place, Which Crack in the Office Agent Market Has Tencent's WorkBuddy Torn Open?

marsbit32 хв тому

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

"Sangha, a cryptocurrency mining company, is considering selling its recently operational Genesis bitcoin mining facility in Texas. Despite being profitable due to low-cost power (approximately $32/MWh), the company is exploring a sale, joint venture, or strategic partnership, advised by Marathon Capital. The core value of the 19.9MW site lies not in the mining hardware but in its established, scalable power infrastructure—a direct connection to a 180MW solar farm with plans to expand to 110.4MW. This makes it an attractive, ready-to-use asset for AI or high-performance computing (HPC) companies seeking to avoid lengthy permitting and grid connection processes. Sangha's move reflects a broader industry trend where mining operators are pivoting towards higher-value AI compute opportunities. The decision represents a strategic shift from building a long-term 'win-win-win' mining model to capitalizing on the current premium demand for AI-ready power and data center infrastructure."

marsbit1 год тому

Bitcoin Mining Farm Transforms into AI Data Center: Sangha's 'Sell-Out' Decision

marsbit1 год тому

Торгівля

Спот

Ф'ючерси

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 LAYER (LAYER).