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。
Zero-knowledge proof startup RISC Zero announced a partnership with modular L2 protocol Layer N to launch a zero-knowledge fraud proof system. The system ports Layer N's execution environment to RISC Zero's zk virtual machine to improve blockchain performance while ensuring reliability and security. The zkVM will also achieve compatibility with other execution layers such as EVM, SVM, and WASM in the future.
According to TuoniaoX.com on May 24, LSD stablecoin protocol Lybra Finance will launch its V2 testnet in June, with mainnet deployment planned for July-August. The V2 version will provide full-chain interoperability based on LayerZero technology and add new LSD tokens as collateral.
On May 24, TuoniaoX.com reported that Bitcoin ecosystem domain project BTCDomain announced the completion of its angel round funding, with investors including WangFeng, founder of Element and LK Venture, Kevin Shao, founder of Bitrise Capital, and investment institution Waterdrip Capital.
A year ago, crypto venture capital giant Andreessen Horowitz (a16z) announced the launch of its first gaming fund, Games Fund One, with $600 million in scale. One year later, the fund has made 25 investments. On its first anniversary, Games Fund One's managing partner Andrew Chen disclosed the fund's 2022 fundraising deck, which TechFlow analyzes with added commentary from Andrew Chen.
London-based venture capital firm Moonfire Ventures announced that its Fund II has completed a $115 million fundraise, with the fund set to invest in artificial intelligence, Web3, and AR/VR sectors.
事件解读、长篇研究,以及同步迁移和翻译后的分析内容。
On May 24th, digital bank Onyx Private announced the completion of a $4.1 million funding round, with participation from Village Global, Y Combinator, Global Founders Capital, One Way Ventures, 186 Ventures, and Olive Tree Capital.
May 24 TuoniaoX.com report: According to Glassnode data, Bitcoin's current seller risk ratio is approaching historic lows. Glassnode's chief on-chain analyst _Checkmatey_ explains that this data indicates investors are unwilling to realize profits or losses at current price levels, which typically occurs when both buyers and sellers are exhausted, suggesting a major move is imminent.
On May 24, TuoniaoX.com reported that Christy Goldsmith Romero, one of the five commissioners of the U.S. Commodity Futures Trading Commission (CFTC), stated that cryptocurrency cases account for approximately 20% of the agency's cases, including recent civil cases against exchanges Binance and FTX. Goldsmith Romero said there is significant fraud in this sector, and while they cannot regulate all fraud, they must take action.
On May 24th, decentralized ZK RaaS platform Opside announced the launch of its Pre-Alpha incentivized testnet, expected to run for approximately three months, encouraging broad participation from PoS validators, PoW miners, developers, and all end users.
On May 24, TuoniaoX.com reported that DeFi oracle RedStone Oracles announced the completion of its angel round funding, with angel investors including Aave founder Stani Kulechov, Polygon co-founder Sandeep Nailwal, zkSync co-founder Alex Gluchovski, and Avalanche co-founder Emin Gun Sirer.
On May 24, TuoniaoX.com reported that metaverse, Web3, and AI infrastructure provider Vertex Labs acquired Digimental Studio, the development studio behind NFT collection HAPE PRIME, for $12 million. Through the acquisition of Digimental, Vertex Labs will introduce a staking program for its HAPE community members.
On May 24, TuoniaoX.com reported that Polygon ecosystem MEV solution FastLane completed a $2.3 million seed funding round led by Multicoin Capital, with participation from Polygon Ventures, Shima Capital, Delphi Ventures, and Everstake Ventures.
May 24th news from TuoniaoX.com: Dispersion Capital has launched a $40 million fund to invest in decentralized infrastructure. The fund is backed by institutions including WeNade, Circle Ventures, Ripple, Alchemy Ventures, and NGC Ventures.
May 23rd report - Bank of America (BAC) stated in a research report on Friday that cryptocurrency markets have limited upside potential in the short term. Analysts Alkesh Shah and Andrew Moss wrote that low market confidence, limited catalysts, and strong year-to-date performance have trapped the digital asset industry in a trading range, while challenging macro conditions may constrain upside potential for digital assets.
According to Hong Kong SFC's official website on May 23, the Securities and Futures Commission will publish in the gazette on May 25, 2023, the "Guidelines for Virtual Asset Trading Platform Operators", "Anti-Money Laundering and Counter-Financing of Terrorism Guidelines (applicable to licensed corporations and SFC-licensed virtual asset service providers)"
According to TuoniaoX.com on May 23, the Hong Kong Securities and Futures Commission announced that the consultation period for proposed regulatory requirements applicable to virtual asset trading platform operators licensed by the SFC ended on March 31, 2023. Respondents generally supported the proposed regulatory requirements for licensed virtual asset trading platforms. The revised proposed regulatory requirements will take effect on June 1, 2023. The Hong Kong SFC stated that it noted strong support from respondents for allowing licensed virtual asset trading platforms to provide services to retail investors.
According to Ukraine's Deputy Minister of Digital Transformation Oleksandr Boryakov, Ukraine only needs to adopt MiCA regulations to fully launch its Bitcoin industry. As an EU candidate country, Ukraine is obligated to align its cryptocurrency legislation with European market regulations. However, some legal provisions may be delayed in the first phase to allow businesses faster adaptation, prioritizing gradual introduction of new regulatory mechanisms.
On May 23rd, Polygon announced that optimizations to Polygon zkEVM in the coming weeks are expected to reduce fees by approximately 20%, without involving any compression. Transaction fees on Polygon zkEVM include data availability costs and the cost of publishing proofs to Ethereum. Polygon zkEVM publishes state data for each processed transaction, and fees also include the cost of running servers that generate proofs. Data availability accounts for approximately 80% of transaction fees on the network.
We often intuitively feel the costs and benefits generated by using different blockchains, namely gas fees and incentives. But do you really thoroughly understand their complete economic models? Where do gas and incentives come from, and where do they flow to? How do market performances differ under various economic model designs? Token Terminal explored the blockchain economic models of major L1s and L2s based on PoW and PoS, as well as emerging models of protocols like liquid staking. They also broke down and illustrated the economic model principles of each blockchain in a very accessible and understandable way.
Want to understand Polygon zkEVM's development? Not an airdrop hunter or Alpha hunter, but curious about what's happening on this L2? This 3-minute guide covers everything you can do on Polygon zkEVM - are the ecosystem projects real opportunities or pure airdrop speculation? zkEVM is considered the holy grail of Ethereum scalability.
On May 23, crypto infrastructure company Openfort completed a $3 million seed funding round co-led by Gumi Cryptos Capital and Maven 11, with participation from Game7, NGC Ventures, and Newman Capital. The funding will be used to develop 'wallet-as-a-service' products for game developers and publishers.
On May 20, 2023 (Beijing time), Tornado.Cash suffered a proposal attack, with the attacker profiting approximately $680,000. SharkTeam conducted an immediate technical analysis of this incident and summarized security prevention measures, hoping future projects can learn from this case to build stronger security defenses for the blockchain industry.
As of May 19, Digital Currency Group (DCG) has failed to pay approximately $630 million in debt that was due on May 11. Gemini stated it is working with Genesis, DCG, and creditors to provide forbearance to DCG to avoid default, but if no agreement is reached, Gemini and other parties are proposing a revised restructuring plan to Genesis that would not require DCG's approval.
According to data from IntoTheBlock, Bitcoin and precious metals have shown increased price correlation recently. IntoTheBlock suggests this phenomenon may be related to the shift in macroeconomic focus from interest rates to banking crisis and US default risks. Additionally, the recent rebound in the US Dollar Index (DXY) may also be an important factor contributing to the joint decline in Bitcoin and precious metals prices.
On May 1, 2023, NFT trading platform Blur officially announced the launch of Blur Lending (Blend). Blend is a peer-to-peer perpetual lending protocol that supports any collateral, including NFTs. Since its first week launch, total loan volume (67,180,783) increased by 270.54% compared to the previous week (18,130,120). Blend's weekly loan volume (shown in green) performed strongly,
On May 18, TuoniaoX.com reported that Optimism announced via Twitter that as OP approaches its first anniversary, the OP token supply will increase on May 31. In the two weeks leading up to this date, users may notice significant on-chain transfers, which are planned transactions in preparation for the distribution.
On May 16, TuoniaoX.com reported that the EU Council unanimously approved the Markets in Crypto-Assets (MiCA) regulation. MiCA requires crypto companies such as wallet providers and trading platforms to seek operating licenses, and mandates stablecoin issuers to maintain appropriate reserves. Previously reported, the European Parliament approved the EU Markets in Crypto-Assets (MiCA) regulation in April with a vote of 517-38.
Key Points NFT trading volume surged dramatically in Q1 2023 but subsequently declined. Blur's incentive and airdrop mechanisms were the main driving forces. On April 19th, the number of NFT holders dropped to its lowest point in the past 12 months, with only 11,187 traders. OpenSea still dominates the NFT royalty market, but Blur's royalty share surpassed OpenSea in mid-February and matched OpenSea in March.
Preface As we all know, the business operations of speculative traders are irregular and uncertain. This year he is a stock trader, next year he might be a cryptocurrency trader, and the year after he might become an NFT trader. Regardless of what he trades, as long as he expects the returns to potentially be higher than other trades, he will enter, and when returns are lower than other trades, he will exit. (Reference: Adam Smith's "The Wealth of Nations") The emergence of NFT derivatives can greatly promote the transformation process of NFTs from commodity speculation to financial speculation, bringing huge potential returns.
Since the ICO boom of 2017, the ability to create assets without permission has been one of the most compelling use cases for smart contract platforms. Recently, this has regained popularity on Ethereum with the memecoin craze. As Bitcoin and Ethereum plummeted from their respective bear market highs, hot money is flowing into memecoins like PEPE. After an impressive 1500% growth since April 26th, PEPE peaked on May 5th and has since dropped 50% from its high.