【一周靓文】4 大空投机会别错过,黑客从Web3.0盗取5亿美元资产

火币资讯Опубліковано о 2022-10-22Востаннє оновлено о 2022-10-21

Анотація

2022年第三季度,黑客从Web3.0领域中盗取了总价值约5亿美元的资产。

一周靓文,介绍过去一周最值得关注的热点文章,帮助投资者深刻理解市场动态。

1、《Aptos 主网正式上线,结果却差强人意?》

10 月 18 日,公链项目 Aptos 宣布正式上线 Autumn 主网。

Aptos 此前已经总共完成了 3.5 亿美元融资,估值超过 27 亿美元,其投资者包括 A16z、FTX、Coinbase 等知名机构。凭借 Meta 背景以及大型投资机构的支持,该项目在主网上线前已经获得了大量曝光。Coinbase、币安、FTX 、OKX 等主流交易所争抢第一时间宣布将上线其主网代币 Aptos(APT)交易。

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2、《季度报告:Terra 和 3AC 崩塌后,加密行业的恢复情况如何?》

第三季度,美元上涨是全球的主导力量,压制了所有其他货币。从这个角度来看,比特币的表现非常好。

第三季度对全球主要货币和黄金来说是艰难的。全球主要货币,包括欧元、英镑、日元、瑞士法郎和人民币,相对强大的美元都下跌了 3-8%。以美元计算,黄金也下跌了 8%。

与此同时,比特币却逆势上扬,上涨 3.1%。

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3、《错过了 Aptos,近期这 4 大空投机会不要再错过》

10 月 18 日,L1 明星项目 Aptos 主网上线,还为早期测试网参与者空投代奖励,一个账号 300 枚 APT ,按照上线交易初期的价格($15),这笔空投价值 $4500,按照发稿时的价格($7多),仍旧价值超过 $2100,等于白捡一台顶配 MacBook。更有甚者,很多用户不止一个符合空投标准的账号,有科学家们甚至撸了几百个账号,传说还有上千个账号的(不知真假),白拿了百万美元。不管怎样,Aptos 空投又掀起了一场薅羊毛运动。

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4、《 Aptos 跨链交互:LayerZero、Wormhole 和 Mover三个跨链桥体验对比》

随着 Aptos 主网上线,空投暂时告一段落,其生态也开始进入崛起时期。作为一条「一切设计以资产为中心」的公链,Aptos 上的 DeFi 即将迎来大考。而作为 DeFi 的前哨和守门人,这两天也陆续开始有跨链协议正式支持 Aptos 网络,例如 LayerZero 和 Wormhole,两者使用体验如何?此外,本文也对暂未上线主网但热度颇高的 Aptos 原生跨链桥 Mover 做了详细介绍。

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5、《2022年第三季度Web3.0行业安全报告》

2022年第三季度,黑客从Web3.0领域中盗取了总价值约5亿美元的资产,这个数字相比上季度减少了32.32%,同时今年的损失总额增长至28.8亿美元。

第三季度共发生了98起退出骗局,导致了5619万美元的资产损失,23起闪电贷攻击则导致了1737万美元的资产损失。

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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.

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

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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.

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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.

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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.

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