分析栏目正式发布与存档
研究、解读与分析稿件
所有正式发布的分析稿都会进入这里，包括鸵鸟区块链迁移存档，以及 HashSpring 后续持续发布的深度内容。
精选鸵鸟区块链存档
BKEX Global Announcement on Listing BEL (Bella Protocol)
Dear BKEXers: BKEX Global will soon list BEL (Bella Protocol). Details are as follows: Trading Pairs: BEL/USDT Trading Function Opening Time: September 15, 2020, 16:00 (UTC+8) Project Details Project Introduction: Bella Protocol is an aggregator and asset management platform for existing decentralized finance (DeFi) products.
鸵鸟区块链2020/09/151 分钟阅读
最新分析
4538 篇01
Is DeFi Trapped in Large-Scale 'Going Global' Difficulties? Wing Launches Three Killer Features
Exponentially growing DeFi is deconstructing the game rules and competitive landscape of the traditional financial world. Traditional financial models such as lending, payments, derivatives, and insurance are opening new narratives in the decentralized finance field, and DeFi's image as a 'traditional finance innovator' is becoming increasingly embedded in people's minds. Liquidity mining has accelerated the DeFi process, but it has also quickly trapped the DeFi field in the involutionary trap of 'copycat projects' running rampant.
2020/09/15
02
DeFi Protocol bZx Attacked Again, Loss Exceeds $8 Million
At 9:14 PM Beijing time on September 14, DeFi lending protocol bZx was attacked again. This attack resulted in approximately $8 million in losses. According to bZx co-founder Kyle Kistner's initial statement: 'This appears to be an oracle manipulation attack.' After the attack was discovered, the bZx team immediately used admin keys to pause the protocol. The attack reportedly exploited flash loans and Synthetix. 'However, it will not affect the Synthetix system, though it did involve sUSD,' bZx wrote on Twitter.
2020/09/15
03
Domestic Blockchain DeFi Dilemma
In a rush to catch up, domestic blockchains are still trying to board the DeFi train. Since mid-August, several major blockchains with Chinese backing have successively announced their DeFi layout plans. Quantum (QTUM) is implementing Ethereum Virtual Machine (EVM) to bridge connections with Ethereum; Gxchain (GXChain) bridges Ethereum through cross-chain technology, with GXC already listed on Uniswap. NEO is building its own ecosystem, with the NEO-based DeFi application Flamingo expected to launch soon.
2020/09/14
04
Third Attack in 2020, bZx Suffers Severe Losses
Key points: 1. bZx was attacked again last night. 2. bZx co-founder Kyle Kistner: Two audit companies Peckshield and Certik are analyzing the root causes internally. In February this year, the DeFi lending protocol bZx was hit by vulnerabilities twice. The first theft amounted to approximately 350,000 USD in ETH. Three days later, a second attack occurred, causing losses about twice the first incident, with 2,388 ETH stolen, worth approximately 645,000 USD.
2020/09/14
全部已发布分析
事件解读、长篇研究，以及同步迁移和翻译后的分析内容。
鸵鸟区块链存档
Why Are Ethereum Gas Fees Hindering DeFi Development? What Can Be Done?
An overview of Ethereum's scalability challenges. Authored by: Remco Bloemen, 0x Technical Expert Translated by: Leo Young If you've used DeFi products recently, you must have been deterred by high transaction fees. It's now common to pay tens to hundreds of dollars in transaction fees for Ethereum transactions. At current rates, only "whale" transactions can be profitable.
鸵鸟区块链2020/09/1120 分钟阅读
鸵鸟区块链存档
Sashimi, DEX and New Revelations
(To the ladies of Arles, Van Gogh) Yesterday, Uniswap's liquidity dropped by more than 70%, reverting to roughly the scale before SushiSwap's birth, at about less than 500 million USD, while SushiSwap "leveraged" over 1 billion USD in liquidity. In other words, after the liquidity migration, SushiSwap's liquidity is more than double that of Uniswap.
鸵鸟区块链2020/09/117 分钟阅读
鸵鸟区块链存档
What Should "Bloodsucked" Uniswap Do?
Fortunately, Uniswap has announced it is developing the V3 protocol. Hayden Adams publicly stated that the next version will solve all current AMM problems. Authored by: Donnager A forked project that launched only two weeks ago has accumulated capital far exceeding the original project that has been operating for two years. Something unimaginable in the business world naturally happens in the DeFi world.
鸵鸟区块链2020/09/119 分钟阅读
鸵鸟区块链存档
Targeting CEX, the Withdrawal Movement Exposed Whose Weaknesses?
The world has long suffered from centralized exchanges. A sudden "withdrawal movement" in September shocked the entire crypto community. This was not only an emotional catharsis after prolonged oppression by exchanges, but also a "populist war" launched against exchanges' "data dumping" of DeFi tokens. Retail investors at the bottom of the food chain began to resist exchanges, trying to pressure the exchanges at the top of the crypto pyramid through DeFi. However, the withdrawal movement didn't last long, and its momentum quickly dissipated amid frequent new developments in the crypto community, with slogans exceeding actions.
鸵鸟区块链2020/09/118 分钟阅读
鸵鸟区块链存档
The Past is Gone, Look to the Miners
"Trading coins is not as good as holding coins, buying coins is not as good as mining." Over more than a decade, miners have witnessed the rise and fall of the crypto community. Bitcoin halving, Bitcoin's surges and crashes, policy changes, high electricity prices, uncertainty in rainy seasons... many factors are profoundly affecting miners' survival. Now, the three major exchanges are competing to launch mining pool businesses. Are small miners still doing well? How can existing mining pools withstand the strong entry of exchanges? What is the core competitiveness of mining pool business? Domestic competition is fierce, and foreign pressure is intensifying.
鸵鸟区块链2020/09/107 分钟阅读
鸵鸟区块链存档
CEX Defense Battle: DeFi Pressing Forward, Are Centralized Exchanges "Panicked"?
Along with the bustling liquidity mining trend, DeFi (Decentralized Finance) is advancing toward CeFi (Centralized Finance) at an astonishing speed. In particular, riding the wind of liquidity mining and armed with the powerful weapon of Automated Market Maker (AMM), DEX has risen as a dark horse, bringing unpredictability to the crypto trading track. Perhaps even the CEX (Centralized Exchanges) at the top of the crypto food chain did not anticipate this sudden competition.
鸵鸟区块链2020/09/1010 分钟阅读
鸵鸟区块链存档
HBO Consecutive "+ DeFi" Moves Expose Urgency
The hot DeFi has tightened the screws for CEXs represented by HBO. Over the past two months, these leading exchanges have been listing new DeFi assets at a rate of approximately 10 projects per month, which is "10x speed" compared to the previous monthly average of 1 new project. Uniswap's trading volume surpassing Coinbase seems to have intensified this sense of urgency. Although HBO had stated that "CEX is still mainstream," they simultaneously expressed optimism about DeFi's future.
鸵鸟区块链2020/09/1010 分钟阅读
鸵鸟区块链存档
Exposing the Rising "DeFi Mafia" FTX and the Expansion of Alameda Behind It
Alameda Research and FTX, led by legendary trader Sam Bankman-Fried, have become a force that cannot be ignored in the DeFi world. Authored by: Xiaomao Ge With tremendous momentum and rapid progress, the development and changes in the crypto world move at lightning speed. The journey of riding the crypto wave is filled with unknowns, and the transformation from "universally acclaimed" to "universally condemned" can happen in just one step.
鸵鸟区块链2020/09/1018 分钟阅读
鸵鸟区块链存档
Sushiswap's Conspiracy: How Vampire Attacks 'Steal' Liquidity?
Author/ Li Feng Operations/ Arei When looking back on the 2020 DeFi boom years later, Sushiswap will absolutely be a landmark presence. Rapid rise with locked assets exceeding $1 billion, rapid listing on three major exchanges, prices soaring then crashing 90%, founder liquidating and cashing out, transferring control to FTX founder, doubling from bottom, liquidity migration...... In just a few days, this DeFi series experienced dramatic twists and turns, never knowing what will happen next.
鸵鸟区块链2020/09/109 分钟阅读
鸵鸟区块链存档
DEX Rises Unexpectedly, How Exchanges Navigate the Waves
Competition between exchanges has always been fierce, especially recently with the rise of decentralized exchanges (DEX), the competition among exchanges has become increasingly intense. This year, DEX rose unexpectedly with trading volume surging and strength not to be underestimated. But recently some DEX exchanges have appeared that don't require review to list coins, does such a setting better reflect decentralized ideology? How should we view such forms of exchanges? Furthermore, whether top-tier exchanges or small exchanges, all face this problem: when users see exchange maintenance, they believe the exchange is "pulling the plug",
鸵鸟区块链2020/09/096 分钟阅读
鸵鸟区块链存档
DeFi Milestone: VC Investment Exceeds $500 Million, Highest Participation is This
Decentralized Finance ( DeFi )——according to its most popular measurement standard——Total Value Locked (TVL) continues to reach new highs. But DeFi has another lesser-known milestone, DeFi projects have just broken through $500 million in funds raised from venture capital (VC). The 34 DeFi companies listed on DeFi Pulse have collectively raised over $500 million from over 100 venture capital funds.
鸵鸟区块链2020/09/093 分钟阅读
鸵鸟区块链存档
What Are the Main Players in the DeFi Ecosystem?
Author | John Dantoni Abstract Some segments of the digital asset industry, such as custody services, have attracted traditional institutional players. However, DeFi so far has been primarily driven by "crypto natives". From August 25 to 28, a total of 7 DeFi-related transactions occurred, this phenomenon indicates that transactions are presenting a state of continuously increasing frequency The Block provided a directory of 138 companies involved in this field,
鸵鸟区块链2020/09/0928 分钟阅读
鸵鸟区块链存档
Can Russia Lead Eastern Europe's Cryptocurrency Market to Prosperity?
Unlike many other jurisdictions in the world, Russia has begun to recognize the potential benefits and risks of cryptocurrency and has already taken the first steps to deploy digital currency. It is reported that Russia's newly introduced "On Digital Financial Assets" sets clear directions for how authorities handle cryptocurrencies, and how individuals and enterprises handle cryptocurrencies in daily operations. However, the new regulations may cause payment companies and fintech companies planning to expand to the Russian market to suspend operations.
鸵鸟区块链2020/09/089 分钟阅读
鸵鸟区块链存档
In IPFS's World, Computing Power is King
After the large miner testnet for Filecoin opened on August 25, the time for the distributed storage leader Filecoin to launch its mainnet is getting closer and closer, and the entire community is becoming more lively. Many industry insiders believe IPFS will usher in the Blockchain 3.0 era, and in the next three years, distributed storage will shine brightly, becoming a new trend in industry development.
鸵鸟区块链2020/09/087 分钟阅读
鸵鸟区块链存档
DeFi: A Zero-Sum Game? Listen to Three Crypto Experts
Sushi's change of ownership, successive DeFi project collapses, this has deterred many investors planning to enter the DeFi field. In just the past two days, the once-booming DeFi market became somewhat sluggish, several DeFi project fan groups instantly turned into rights protection groups, total locked assets also fell to $9.25 billion (as of writing), success and failure both due to the same. From the new wave of liquidity mining that started in June to the countless new DeFi projects today, little did they know the field is full of pitfalls. Whether this DeFi turbulence is the end of the bull market or short-term pullback, it's hard to judge.
鸵鸟区块链2020/09/076 分钟阅读
鸵鸟区块链存档
Retrospective on DeFi Liquidity Mining Craze: DEX Has No Moat
I wrote an article at the beginning of June "DEX Competition Will Be More Brutal Than Centralized Exchanges!", the main viewpoint is that because of composability, capital flows very smoothly, for market-making funds, they will go wherever yields are high, and for users, they will tend to go wherever fees are low. The resulting consequence is that DEX will face incentive competition from both asset and user sides, DEX will find it difficult to establish a moat, competition will be extremely fierce. And the emergence of the liquidity mining craze perfectly validates this conclusion.
鸵鸟区块链2020/09/0710 分钟阅读
鸵鸟区块链存档
Gu Yanxi: Analyzing the Business Model of Digital Stablecoins
With the development of blockchain technology and encrypted digital finance products to the present day, one of the main digital finance products that has emerged is digital stablecoins. The initial USDT appeared in 2015 and developed until today, with nearly $14 billion in USDT circulating in the market. After USDT appeared, compliant digital stablecoins gradually emerged in the American market. Representative stablecoins among them include USDC, PAX and GUSD etc. The appearance of Libra has pushed the development of digital stablecoins to an unprecedented height.
鸵鸟区块链2020/09/077 分钟阅读
鸵鸟区块链存档
Will NFT Take Over from DeFi and Become the Next Hot Spot?
Introduction In this Spark interview, we interviewed the product manager of Mai Wallet, Lu Yaoyuan, industry insiders also often call him Lao Lu. As an early participant in the industry, Lao Lu can be said to have always been watching the most cutting-edge projects in the industry, and has conducted in-depth research on emerging projects in the circle, and is also one of the early drivers researching NFT (Non-fungible Token) in the circle, DeFi project farming expert (:P).
鸵鸟区块链2020/09/0519 分钟阅读
鸵鸟区块链存档
Composability for DeFi Users: Unveiling Why Food-themed Projects Like Yam and Sushi Went Viral
Composability is often regarded as the secret weapon of DeFi. "Money Legos" enable products and services to interconnect permissionlessly, extending innovation beyond isolated companies. For example, Pooltogether is a no-loss DeFi lottery that creates an interesting savings product by pooling deposits and distributing accumulated interest to lucky winners each week. Pooltogether doesn't need to build much; it primarily relies on Compound and Dai, and requires no permission from them.
鸵鸟区块链2020/09/057 分钟阅读
鸵鸟区块链存档
Bank of England Governor: Bitcoin is High-Risk Investment, CBDC and Stablecoins Can Coexist
On September 3rd, the Brookings Institution held an online event focused on stablecoins. Bank of England Governor Andrew Bailey criticized Bitcoin at the event, claiming it has nothing to do with currency and stating that cryptocurrencies like Bitcoin may have value beyond money, but they are high-risk investments.
鸵鸟区块链2020/09/042 分钟阅读
鸵鸟区块链存档
For DeFi to Grow, CeFi Must Embrace It
Based on current market conditions, DeFi's current prominence has far exceeded other relatively smaller crypto sectors. Renowned venture capitalist William Mougayar stated that DeFi's current prominence may benefit from its catchy name and the creation of memorable terms like "Sushi". DeFi itself means automated algorithmic financial products without central human intermediaries and no computer-based decentralization protocols as intermediaries. Although DeFi is now well-known, its market share remains relatively small.
鸵鸟区块链2020/09/036 分钟阅读
鸵鸟区块链存档
Extremely High Risk! Changpeng Zhao Warns of DeFi Bubble on Twitter
"Adapt or fall behind." This phrase is widely circulated in the DeFi world. Just this year, DeFi token performance has exceeded investor expectations and surged to unprecedented heights. As values rise, investment interest rises accordingly, and the DeFi craze has been fully ignited. On September 1st, Changpeng Zhao tweeted that DeFi may be brewing a major bubble. As DeFi tokens increase, more and more tokens without intrinsic value may affect the market value of digital currencies in the near future.
鸵鸟区块链2020/09/022 分钟阅读
鸵鸟区块链存档
Understanding Ethereum's Genes: DeFi Surges, Will Ethereum Relive the Dark Days of the Post-ICO Era
Author: Fang Qinyu. Ethereum has continuously set new highs this year, seemingly moving out of past collapse concerns. However, compared to its historical peak of $137.6 billion, Ethereum's current circulation value is about $43 billion, still down about 70%. However, after entering August, Ethereum entered "stagflation" from a technical perspective, with circulation value fluctuating between $43-50 billion, and forming a consolidation pattern after failing to break through $50 billion.
鸵鸟区块链2020/09/0111 分钟阅读
鸵鸟区块链存档
CRV's Value Capture
(Dock, Van Gogh) As of the time Bluefox Notes submitted the manuscript, Curve's locked assets reached $1.24 billion, and the entire DeFi field is $7.82 billion, with Curve accounting for approximately 15.8% of the proportion. In the entire DeFi sector, it ranks only after Aave and Maker, surpassing fellow DEXs Uniswap and Balancer. In August, Curve tasted the flavor of liquidity mining. From August 14 to now, Curve's locked assets surged 6 times in just half a month, growing from over $200 million to over $1.2 billion.
鸵鸟区块链2020/08/316 分钟阅读
鸵鸟区块链存档
Data: Running the Bitcoin Network Requires Power Consumption of "7 Nuclear Power Plants"
In recent years, the SHA256 hash rate used to secure the Bitcoin network has seen tremendous growth, and Bitcoin's processing power reached an all-time high in 2020. Additionally, the gigawatt-level power consumption powering industrial Bitcoin mining is equivalent to seven nuclear power plants. As is well known, the Bitcoin mining process is essentially a competition among mining pools to obtain as many block rewards as possible. Bitcoin miners are essentially operating mining machines, consuming electrical energy to solve Bitcoin's network consensus algorithm, thereby surpassing competitors.
鸵鸟区块链2020/08/255 分钟阅读