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Analysis of Ethereum 2.0, POS Staking and Lido with $5.9 Billion TVL
Let's talk about Ethereum 2.0, POS staking and Lido's TVL reaching $5.9 billion, surpassing MakerDAO to become the DeFi protocol with the highest TVL. I'll try to explain as clearly as possible what 2.0 really is, and why stSaaS (staking-as-a-service) protocols like Lido are advancing rapidly. The main change in Ethereum 2.0 is the transition from POW to POS, which is a long-term process rather than just a single action, with numerous underlying issues and interest entanglements that need to be resolved.
鸵鸟区块链2023/01/066 分钟阅读
最新分析
4528 篇01
SharkTeam: Move Language Security Analysis and Contract Audit Key Points - Contract Upgrade Vulnerabilities
In SharkTeam's previous "Top 10 Smart Contract Security Threats" series, based on historical smart contract security incidents, we analyzed and summarized the top 10 vulnerabilities that occur most frequently and cause the greatest harm in the smart contract field. These vulnerabilities typically appeared in Solidity smart contracts before, so do Move smart contracts face the same risks? SharkTeam's [Move Language Security Analysis and Contract Audit Key Points] series will guide you step by step into deeper understanding,
2023/01/05
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Why Did the Altcoin Bonk on Solana Become Popular?
In the past few days, the Solana ecosystem seems to have swept away the gloom of 2022, immersing itself in a positive and joyful atmosphere. Whether due to positive comments about Solana from Vitalik and others, or because of the Shiba Inu-themed meme coin called Bonk, SOL tokens have finally broken the single-digit curse and risen back to double digits over the past few days. Since the collapse of FTX and Alameda, these two major backers, Solana has been in a prolonged state of price depression.
2023/01/05
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Indonesia Plans to Launch Crypto Exchange, Will Transfer Regulation to Financial Services Authority
According to TuoniaoX.com news on January 4, Indonesia will establish a cryptocurrency trading platform this year. Currently, Indonesia's crypto assets are regulated by the Commodity Futures Trading Regulatory Agency (Bappebti), but under Indonesia's financial reform framework, cryptocurrency regulatory authority will be transferred to the Indonesian Financial Services Authority.
2023/01/04
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Annual Review: 2022 Ethereum Chronicle
As 2022 is about to pass, looking back at this year, the Ethereum community has experienced both bitter and sweet moments. We may have experienced anger and frustration when facing one black swan event after another; perhaps watched the merge party together with like-minded partners; perhaps went to Bogotá Devcon VI to experience this grand event after many years, or followed every exciting speech online; perhaps marveled at the technical innovations nurtured by the community; perhaps felt passionate about the revolutionary ideas of DeSoc... There have been too many unforgettable moments in 2022,
2023/01/04
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
1confirmation Partner: 3 Potentially Underestimated Web3 Product Trend Predictions for 2023
Reviewing last year's predictions Vertical-specific NFT marketplaces Conclusion: It depends OpenSea's trading volume has dropped 94% from its historical high, and most other vertical NFT marketplaces have similar declines; SuperRare and Foundation dropped 92% and 90% respectively. The only exception seems to be music NFTs. Last year I predicted that 2022 would be the breakthrough year for music NFTs.
鸵鸟区块链2023/01/047 分钟阅读
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Mint Ventures: Looking Back at 2022, Gazing at Opportunities in the Next Cycle
As 2022 is about to pass, Mint Ventures decided to bid farewell to this year with a review and outlook, drawing a conclusion to a year of Web3 research and learning work, looking forward to continuing to witness the growth and evolution of Web3, this brand new business world, in the new year, and gaining new insights. We asked researchers and investment managers within the institution to answer the following three questions: Which Web3 industry events impressed you most in the past year? In the next 1-2 years, or the next bull market cycle,
鸵鸟区块链2023/01/0269 分钟阅读
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2023 Summary of Twenty Sectors' Potential Airdrop Projects
The surprises brought by airdrops in 2022 have been continuous, and 2022 is about to come to a perfect end. 2023 is also the most anticipated year, as there are still many potential projects that have not yet issued tokens. Below I have selected some high-quality projects from twenty sectors to recommend, which are worth paying more attention to in 2023. Of course, there are still many projects not listed, which doesn't mean they don't have airdrop potential. (The following are only personal suggestions, not investment advice) I. Wallets MetaMask ⭐⭐⭐⭐⭐ Metamask is undoubtedly the world's largest crypto wallet.
鸵鸟区块链2023/01/0230 分钟阅读
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ChainPlay: 2022 GameFi Annual Report
Key Insights: 3 out of 4 investors joined the crypto industry because of GameFi. 68% of GameFi investors have been in the industry for less than 1 year. 51% of respondents said "financial returns" is their primary reason for participating in GameFi. 43% of female investors said they participated in GameFi purely out of curiosity.
鸵鸟区块链2023/01/0110 分钟阅读
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DeFi Protocol Revenue Annual Review: Gold After the Storm
2022 can be called the first year of DeFi "real yield". After the tide receded, the market began to care about whether DeFi protocols can earn real money and achieve sustainable development. This article selects the top six protocols by TVL + GMX, covering six major tracks: stablecoins, lending, liquid staking, DEX, yield aggregators, and derivatives. It analyzes their profitability from data and business model perspectives, and analyzes the potential revenue growth points and challenges for each protocol in the future.
鸵鸟区块链2022/12/3111 分钟阅读
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Tom Wan: Summary of 8 Major Stablecoin Trends in 2022
As of December 28, 2022, stablecoin market cap decreased by 16.6%, with centralized stablecoins outperforming decentralized stablecoins. Additionally, USDC stablecoin trading volume advantage on Uniswap increased by 14.3%, while USDC's dominance among stablecoins reached 74.5% in 2022. Below we summarize the 8 major stablecoin trends of 2022.
鸵鸟区块链2022/12/303 分钟阅读
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Bankless: A Review of Ethereum L2 Development in 2022
2022 was a dismal year for crypto, with stablecoins, hedge funds, lenders, and exchanges imploding in horrific ways. Much of the sector collapsed, but there were still some bright spots of growth amid the carnage. One major example of this long-term growth is the Layer-2 ecosystem. Ethereum's excellent scaling solutions quietly experienced a breakout year in 2022, achieving many milestone developments in both infrastructure and application layers, with extraordinary growth in key KPIs.
鸵鸟区块链2022/12/309 分钟阅读
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EF-Supported Teams: Research & Development Roundup
Consensus R&D (aka EF Research Team) Authored by Danny Ryan and Hsiao-Wei Wang This was an extraordinary year.
鸵鸟区块链2022/12/3092 分钟阅读
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Bankless: When Will the Next Bull Market Come?
As depicted by outsiders, 2022 was a terrible, chaotic year. Despite being so dire, there were still some applications and tools that tenaciously survived the 2022 storm. These projects might be the key to kickstarting the next bull market. Today, let's explore together which projects can shine brightly in the next bull market! We've already seen stablecoins collapse, hedge funds and lenders fail, and major exchanges explode. No sugar coating, just bullets: 2022 was terrible for cryptocurrency. However, amid the chaos, the industry continues to build.
鸵鸟区块链2022/12/286 分钟阅读
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Why Paradigm Was Wrong: How rETH Will Flip stETH（2）
5 - A New Challenger Arrives The history between Lido and Rocket Pool is well established by this point.
鸵鸟区块链2022/12/2775 分钟阅读
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A Comprehensive Overview of 9 Web3 Development Trends Worth Watching in 2023
Crypto and DeFi were deeply mired in a bear market in 2022, but demand for Web3 has just begun to gain attention. Over the past 12 months, Web3-related searches have remained within 30% of their peak at the end of 2021, and the next upward trend may be approaching. Below I've listed 9 Web3 trends that are currently gaining strong momentum and will be part of the industry's growth in 2023.
鸵鸟区块链2022/12/2717 分钟阅读
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Why Paradigm Was Wrong: How rETH Will Flip stETH（1）
Disclosure: I am paid a small weekly stipend as Rocket Pool Community Advocate by the Rocket Pool core team and hold a considerable sum of RPL tokens that have been gifted to me over the past few
鸵鸟区块链2022/12/26120 分钟阅读
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DAOrayaki: Core Mechanisms and Track Analysis of NFTFi
Background of NFTFi's Birth The birth of NFTFi is closely related to NFT. The NFT market began receiving attention in February 2021, reached its climax in August, and peaked in January 2022, with Opensea achieving $4.8 billion in trading volume that month. However, as the entire crypto market began to turn downward, the NFT market was inevitably affected, with trading volume and trading amounts starting to decline rapidly, experiencing a process from explosive growth to sharp decline.
鸵鸟区块链2022/12/2425 分钟阅读
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2023 WEB3 Entrepreneurship Direction Guide
As black swans and deep bears compete in their dance, 2022 is about to draw to a close, welcoming 2023. In the new year, what kind of storms and surprises will the WEB3 world bring, which is worth anticipating. For entrepreneurs and developers, perhaps the most important question is: In 2023, which WEB3 entrepreneurship fields and directions are worth paying attention to and building? This article covers some Crypto/Web3 entrepreneurship directions and themes that AllianceDAO, the largest accelerator DAO in the WEB3 field, is interested in.
鸵鸟区块链2022/12/2435 分钟阅读
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2023 Crypto Market Outlook
Key takeaways We expect digital asset selection will transition towards higher quality names like bitcoin and ether based on factors like sustainable tokenomics, the maturity of respective ecosystems,
鸵鸟区块链2022/12/2350 分钟阅读
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Surviving 2022: A Watershed for the Crypto Industry
I still remember when reviewing the "312" event of 2020, the crypto industry completed the deleveraging process in just 24 hours, adjusted its health coefficient to normal, and welcomed 2021. However, for the same deleveraging process, we spent an entire year in 2022, and the outcome was much more tragic than 312. The thrilling 2022 started so quietly, with Bitcoin opening at $48,000. Although it had already fallen considerably from the 2021 high of $69,000, the market at the beginning was still full of confidence.
鸵鸟区块链2022/12/2317 分钟阅读
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SharkTeam: ArWiki Research Report
ArWiki is a decentralized profit-sharing wiki on the Arweave network that works similarly to Wikipedia. Users can freely create content on ArWiki through the Arweave network and receive profit-sharing token ($WIKI) rewards. Web pages, content, and user contributions on ArWiki are permanently stored through Arweave network transactions.
鸵鸟区块链2022/12/2210 分钟阅读
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Analysis of 10 Web3 Companies with Gross Profits Over $5 Million: Where Do Their Revenues Come From?
The snapshot date for the above chart is October 22, 2022. Let's break down their business models. *Note: These are revenues, not fees or returns. Also not "net profit" -- considering salaries and other operating costs, net profit would be significantly lower. (1) OpenSea —— Revenue $850 million OS charges a 2.5% fee on each NFT sale. Nothing much to explain, this is the oldest rule in the game. Any dominant marketplace makes the most money.
鸵鸟区块链2022/12/223 分钟阅读
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Glory and Collapse: A Review of the Ups and Downs of Crypto Projects in 2022
Looking back at the soon-to-be-over 2022, how would you summarize this tumultuous and unpredictable year? If we had to extract one keyword for the crypto industry in 2022, "turbulence" might be the most fitting. This year, we witnessed the collapse of Luna's $10 billion blockchain, experienced the disintegration of the FTX empire firsthand, and under the unprecedented Federal Reserve rate hikes, felt the crypto market step by step moving toward winter.
鸵鸟区块链2022/12/2224 分钟阅读
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Year-End 2022 Summary: Current State and Future of Decentralized Storage
Key Points Separating non-core data from the main chain and storing it in DSN (Decentralized Storage Network) has become the mainstream solution for solving scalability, improving interoperability, and privacy protection. Filecoin has tremendous advantages in miner networks and storage costs, but Arweave's permanent storage can provide more reliable solutions for NFT or social applications. L1 extended storage networks can provide new solutions with higher interoperability compared to DSN, but still need time to validate the model.
鸵鸟区块链2022/12/2117 分钟阅读
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Detailed Analysis of Oasys: EVM-Compatible Zero-Fee High-Speed Gaming Blockchain
The gaming blockchain Oasys, jointly launched by Japan's Bandai Namco and Sega, is an Ethereum EVM-compatible sidechain that supports multi-chain interactions. Oasys adopts a PoS consensus mechanism, including Layer1 and Layer2 layers, with the first layer mainly used for mainnet consensus and games primarily running on the second layer network. On the Oasys blockchain, game developers can run their own Layer 2, users don't need to pay Gas fees, and developers bear these costs.
鸵鸟区块链2022/12/1911 分钟阅读
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After SBF: An Overview of the Solana Ecosystem
Let's address the elephant in the room from the start: SBF and FTX did indeed play an indispensable role in promoting the development of the Solana ecosystem in the early days. They're gone now. However, it's also true that many other builders have been and are still committed to expanding the ecosystem. This report aims to provide background information on the status of individuals and teams that are still building the Solana ecosystem. The report is divided into two parts: protocol layer analysis and application layer analysis.
鸵鸟区块链2022/12/1926 分钟阅读
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Overview of Coinbase Ventures Investment Landscape: Over 300 Projects with Focus on Infrastructure
Coinbase Ventures was established in 2018 as the venture capital fund of cryptocurrency exchange Coinbase, dedicated to advancing the development of crypto and Web3 industries. It makes broad investments in early-stage projects across all categories of cryptocurrency and blockchain technology to increase global economic freedom.
鸵鸟区块链2022/12/1770 分钟阅读
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ChainAegis Analysis Report: Where Does Dogecoin's Top 10 Market Cap Ranking Come From?
Dogecoin originated as a fork of the Litecoin codebase, based on the Shiba Inu meme that went viral online in 2013. As one of the most popular meme coins, Dogecoin's market cap once reached $88.794 billion. However, Dogecoin differs from other top 10 cryptocurrencies by market cap. Dogecoin has neither a public blockchain and DeFi business foundation, nor real-world asset backing. Its ability to consistently remain in the top 10 market cap rankings, with its position still gradually climbing, is somewhat mysterious.
鸵鸟区块链2022/12/166 分钟阅读
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NiftyIN Beta 1.2.0 Version Launch Imminent, Partners with GameFi Project CEBG for Limited NFT & CEG & LAT Airdrop
The NFT & GameFi smart aggregation tool platform NiftyIN Beta 1.2.0 version will launch this week, adding blind box, public sale/pre-sale, batch upload, mint price setting, and NFT metadata functions. It will newly support Polygon and BNB Chain, and currently supports Ethereum and PlatON blockchains.
鸵鸟区块链2022/12/151 分钟阅读