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After Tens of Millions of Dollars CRV Long-Short Battle, Aave Gets Hit by Stray Bullets?
Author: Loopy Lu Recently, a mysterious whale with address starting with "0x57e" has been continuously shorting CRV. At its peak, he collateralized over 63.6 million USDC, borrowed 92 million CRV and continued shorting. As CRV's price fell all the way down, Curve's founder had to personally enter the battle. Although "0x57e" failed to replicate the legendary big short story like the Mongo attack incident, and the outcome of the long-short battle remains undetermined, it has impacted the DeFi lending platform Aave.
鸵鸟区块链2022/11/248 分钟阅读
最新分析
4528 篇01
Detailed Analysis of Binance Launchpad Project Hooked's Economic Model and Product Gameplay
Author: Wuhai On November 23, Binance announced that Binance will soon launch the 29th Launchpad project Hooked Protocol (HOOK). This Launchpad is a BNB-only session, based on a commitment model, determining user commitment quotas based on users' 7-day BNB average holdings. BNB holding snapshot period: November 24, 08:00 to December 1, 08:00 (UTC+8).
2022/11/24
02
Pantera Capital: Predicting Bitcoin Price at the 2024 Halving
Compiled by: GaryMa Wu Blockchain FTX Related Update We wanted to provide an update on the FTX situation and how it has affected us. In summary, this month, FTX and Alameda Research engaged in excessive borrowing using FTT tokens as collateral. As of this morning, both companies have filed for bankruptcy. The total losses are still unclear, but online estimates suggest losses as high as several billion dollars. User deposits within the FTX exchange are also trading at significant discounts. This likely means that those who had funds on FTX have lost most of their money.
2022/11/24
03
Full Text of Internal Messages Between FTX Founder SBF and DCG Founder Barry
Compiled by: GaryMa Wu Blockchain FTX/SBF Hello everyone, I am deeply sorry for what happened. I regret what all of you have gone through. I regret what happened to the users. You gave everything to FTX, supporting the company and me. I didn't want any of this to happen, and I would give anything to go back and do it all over again. You are my family, and I lost you. Our old house is an empty warehouse with monitors. When I turn around, there's no one left to talk to.
2022/11/23
04
What Happened to the Institutional Whales Once Regarded as 'Bull Market Makers'?
Author: Terry On November 17, El Salvador President Nayib Bukele stated, 'Starting tomorrow, we will buy one Bitcoin every day,' directly beginning a nation-level Bitcoin dollar-cost averaging journey. I believe many friends also have the impression that almost every time the crypto market experiences significant drops, the El Salvador president comes out to inject confidence, announcing that El Salvador has purchased xxx more Bitcoins.
2022/11/23
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
Analysis of Consequences of DCG's Over $1 Billion Debt to Genesis
Yesterday, Twitter user Andrew posted that Digital Currency Group (DCG) owes its subsidiary Genesis over $1.1 billion through a previously undisclosed promissory note that was hidden from potential investors, with requests not to disclose it. Once this news broke, it again caused panic within the community.
鸵鸟区块链2022/11/224 分钟阅读
鸵鸟区块链存档
Maverick Internal Letter: How We Avoided the 'FTX Disaster' and Our Judgment on Future Macro Trends
Author: Simiao Li, Maverick Crypto Compiled by: Cookie, ChainCatcher The shock caused by FTX's bankruptcy is still spreading, and there remains uncertainty about subsequent developments. However, we now have sufficient time and information to: 1) summarize the impact of this event on Maverick's investment portfolio, 2) review our investment framework/process in light of this market stress test, 3) look ahead at our views on the future cryptocurrency market and industry. This article will avoid high-minded discussions about the ins and outs and moral implications of the FTX bankruptcy event.
鸵鸟区块链2022/11/2217 分钟阅读
鸵鸟区块链存档
How Can NFT Project Treasuries Achieve Transparent Governance?
Author: Teng, Delphi Digital Researcher Compiled by: TechFlow 2022 will forever be etched in our minds. Let us count these collapse events: Terra/Luna's death spiral: Retail investors + funds were hurt. Massive forced liquidations. 3AC + Celsius collapse. Retail investors + funds + lenders were hurt. FTX / Alameda bankruptcy: Retail investors + funds + lenders + project treasuries were hurt.
鸵鸟区块链2022/11/227 分钟阅读
鸵鸟区块链存档
IOSG: Why We Are Bullish on Zero-Knowledge Proof Hardware Acceleration
Author: Bryan, IOSG Ventures This article will mainly discuss the current development status of ZKP as a scaling solution, describe from a theoretical level the main dimensions that need to be optimized in the proof generation process, and extend to the acceleration needs of different scaling solutions. Then we will focus on hardware solutions, looking forward to Moore's law in the zk hardware acceleration field. Finally, some opportunities and current status in the hardware zk acceleration field will be elaborated at the end of the article. First, there are three main dimensions that affect proof speed: proof system, scale of circuits to be proven, and algorithmic software and hardware optimization.
鸵鸟区块链2022/11/2218 分钟阅读
鸵鸟区块链存档
ChainAegis: On-Chain Analysis of Top 20 Centralized Exchange Fund Reserves - Part 3
SharkTeam utilizes the ChainAegis on-chain analysis platform to select the top 20 centralized exchanges based on Coinmarketcap trading volume rankings. Through completely transparent and trustworthy on-chain analysis, combined with officially disclosed exchange addresses, we provide systematic and reliable analysis of each exchange's liquidity fund reserves for investor and user reference. This Part 3 includes on-chain analysis results for 6 exchanges: Bithumb, Bitget, MEXC, Upbit, BitMEX, and Coinone.
鸵鸟区块链2022/11/225 分钟阅读
鸵鸟区块链存档
ChainAegis: On-Chain Analysis of Top 20 Centralized Exchange Fund Reserves - Part 2
SharkTeam utilizes the ChainAegis on-chain analysis platform to select the Top 20 centralized exchanges based on Coinmarketcap trading volume rankings. Through fully transparent and trustworthy on-chain analysis combined with publicly disclosed exchange addresses, we provide systematic and reliable analysis of each exchange's liquidity fund reserves for investor and user reference. Part 1 covered Binance, Coinbase, Gemini, OKX, Huobi, and Kucoin.
鸵鸟区块链2022/11/225 分钟阅读
鸵鸟区块链存档
A Review of Four FIFA-Endorsed Web3 Football Games
Author: @CC99Carol Compiled by: Wu Says Blockchain Recent centralized exchange collapses have dealt another heavy blow to the crypto market that was just beginning to recover. Market sentiment is generally negative and pessimistic, but fortunately, the 2022 Qatar World Cup is approaching, which may help restore market confidence to some extent. On November 13, 2022, FIFA publicly announced that it would launch four blockchain football games during the Qatar World Cup.
鸵鸟区块链2022/11/218 分钟阅读
鸵鸟区块链存档
As V3 Approaches, Can Veteran DeFi Protocol Synthetix Make a Comeback?
Author: Babywhale, Foresight News With the launch of Kwenta's token on the Synthetix ecosystem trading platform, projects within the Synthetix ecosystem have essentially completed their decentralization process. Synthetix itself mints sUSD and Synths, while Kwenta's spot and perpetual contracts along with Lyra's futures market have formed a complete Synthetix synthetic asset ecosystem.
鸵鸟区块链2022/11/216 分钟阅读
鸵鸟区块链存档
DAPP Report: Assessing the Impact of FTX Collapse on the Dapp Industry
The unexpected collapse of FTX exchange and all its affiliated entities sent shockwaves through the cryptocurrency market, Web3 and dapp industry. It took less than a week to go from normal operations to bankruptcy and fraud investigations. The rapid decline of the once $32 billion valued FTX and its related tokens shocked the Web3 industry.
鸵鸟区块链2022/11/2013 分钟阅读
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GMX Research Report: A Decentralized Derivatives Exchange Growing Against the Bear Market
SevenUp DAO Author: Josh Xie Background: Decentralized derivatives trading has huge opportunities From early 2022 to now, cryptocurrency market cap has slid from $2.2 trillion to $850 billion. The prolonged bear market has greatly dampened investor confidence and speculative demand, and DeFi protocol total value locked (TVL) has also declined from $167 billion at the beginning of the year to $44 billion.
鸵鸟区块链2022/11/1918 分钟阅读
鸵鸟区块链存档
Feeling Anxious in the Bear Market? What Should We Really Be Researching?
After the FTX collapse, I've clearly sensed increased anxiety within the crypto community. Some have chosen to quit and exit for safety, while others remain - whether to continue airdrop farming, accompany the industry's growth, or await the next bull market. Regardless of the reason, most people experience varying degrees of anxiety with market volatility, with few maintaining genuine peace of mind.
鸵鸟区块链2022/11/1910 分钟阅读
鸵鸟区块链存档
Zero Royalty NFTs: A Paradigm Shift in NFT Creator Economy or Speculators' Narrative?
As one of Web3's most polarizing debates begins to heat up, we have to notice a major shift in consumer behavior, as peer-to-peer (P2P) and over-the-counter (OTC) NFT markets give NFT buyers the option to pay no creator royalties at all. After MagicEden's recent move to give its traders the option to pay creator royalties, we found a significant difference between the number of transactions paying royalties (orange line) and those not paying creator royalties (blue line) on the platform.
鸵鸟区块链2022/11/1821 分钟阅读
鸵鸟区块链存档
SharkTeam: Move Language Security Analysis and Contract Audit Key Points - Logic Verification Vulnerabilities
In SharkTeam's previous "Top 10 Smart Contract Security Threats" series, based on historical smart contract security incidents, we summarized and analyzed the top 10 vulnerabilities that appear most frequently and cause the greatest harm in the smart contract field. These vulnerabilities previously typically appeared in Solidity smart contracts, so for Move smart contracts, will there be the same risks? SharkTeam's [Move Language Security Analysis and Contract Audit Key Points] series will take you step by step into deeper understanding,
鸵鸟区块链2022/11/1811 分钟阅读
鸵鸟区块链存档
ChainAegis: Top 20 Centralized Exchange Fund Reserve On-Chain Analysis - Part 1
Since the FTX incident, the fund reserve situation, transparency, and credibility of centralized exchanges have become the focus of attention for every exchange user. SharkTeam used the ChainAegis on-chain analysis platform to select the top 20 centralized exchanges based on Coinmarketcap trading volume rankings, and based on completely transparent and trustworthy on-chain analysis combined with publicly disclosed exchange-related addresses, conducted systematic and reliable analysis of each exchange's liquid fund reserves for reference by investors and users.
鸵鸟区块链2022/11/176 分钟阅读
鸵鸟区块链存档
a16z: Using Zero-Knowledge Proofs to Achieve Crypto Privacy and Regulatory Compliance
Authors: Joseph Burleson, Michele Korver, Dan Boneh Compiled by: Yangz Introduction To date, among all the utilities provided by programmable blockchains -- security, predictability, interoperability, and autonomous economics -- the most widely used blockchains do not provide privacy, which remains a key barrier to their widespread adoption.
鸵鸟区块链2022/11/1731 分钟阅读
鸵鸟区块链存档
SB's Latest Reflection Post: I Will Do Everything I Can to Serve FTX Users First
Author: Sam Bankman-Fried Compiled by: Odaily Planet Daily Yesterday, SBF reflected on the FTX collapse incident, stating that due to leverage being far higher than expected, bank runs and market crashes depleted liquidity, combined with his own overconfidence and carelessness leading to the historic collapse. However, he emphasized that he is doing everything he can about this, will personally meet with regulators and work with the team, prioritizing service to users first, then to investors. This is not legal advice, nor financial advice. This is everything I remember, but my memory may be partially incorrect.
鸵鸟区块链2022/11/174 分钟阅读
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Twitter Falls to 'Musk's Hands', How is Former Boss Jack Dorsey's Web5 Progressing?
Author: Dark Side of the Moon Introduction Twitter, as a social media giant, has finally fallen into Musk's hands, beginning the evolutionary journey from Web 2 social platform to Web 3 social protocol. Under a series of sweeping reforms, we can vaguely glimpse the general direction of the future: introducing more blockchain technology, enhancing Twitter's revenue-generating capability, reducing financial burden caused by useless redundant personnel, and so on.
鸵鸟区块链2022/11/1612 分钟阅读
鸵鸟区块链存档
A Deep Dive into Alameda's Current DeFi Debt Crisis
Source: Odaily (ID: o-daily) Author: Shiwen The drama between Binance and FTX experienced two reversals overnight, from dispute to acquisition to regulatory uncertainty, with the entire market briefly rising then plummeting sharply. BNB once surged to 398 USDT last night, then dropped to 326 USDT; FTT rose to 21 USDT after yesterday's decline, then crashed to 6.1 USDT, with a 24H drop of 71%.
鸵鸟区块链2022/11/093 分钟阅读
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The Second Stablecoin War Begins, Market Landscape Reshaping Underway
Source: Odaily (ID: o-daily) Author: Azuma "The Second Great Stablecoin War has begun." This was the assessment given by FTX founder Sam Bankman-Fried (SBF) when discussing recent competition and market share changes in the stablecoin market a few days ago. Looking back to around 2018, multiple over-collateralized stablecoins backed by fiat currencies engaged in fierce competition.
鸵鸟区块链2022/10/2810 分钟阅读
鸵鸟区块链存档
Will Musk-Led Twitter Become a Web3 Platform?
Source: Odaily (ID: o-daily) Author: Ekta Mourya & Reynaldo Marquez Barring any surprises, Tesla CEO Elon Musk will complete his acquisition of Twitter by this Friday. Reportedly, the banks providing a total of $13 billion in debt financing for this deal have completed the drafting of final credit agreements and are now at the document signing stage.
鸵鸟区块链2022/10/265 分钟阅读
鸵鸟区块链存档
Forbes Exposes Helium's Inside Story: False Advertising, Revenue Struggles, Executive Enrichment
Source: Odaily (ID: o-daily) Author: Alex Konrad, Forbes Helium has been touted as the best real-world use case for Web3 technology. But as the project struggles to generate revenue, a Forbes investigation found that Helium executives and their friends quietly accumulated most of the wealth from the project's inception.
鸵鸟区块链2022/09/268 分钟阅读
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Messari: Ethereum Merge Successful, These Q3 Key Metrics Need Attention
Source: Odaily (ID: o-daily) Author: Tom Dunleavy, Kunal Goel The Ethereum protocol transitioned from proof-of-work to proof-of-stake on September 15, 2022, and has gained widespread recognition for its development depth, decentralized finance ecosystem, and Web3 use cases. However, before entering the last quarter of 2022, there are still some key indicators and data that need attention.
鸵鸟区块链2022/09/228 分钟阅读
鸵鸟区块链存档
How to Become an Individual ETH Validator in the Ethereum PoS Era?
Source: Odaily (ID: o-daily) Author: William M. Peaster The Merge has greatly lowered the barrier for ordinary people to enter the Ethereum world. You don't need to spend millions of dollars on hardware and electricity bills - all you need is a laptop and some ETH. While liquid staking protocols provide more accessible solutions for those who don't meet the 32 ETH threshold, running your own validator helps maintain the network's decentralization and censorship resistance.
鸵鸟区块链2022/09/217 分钟阅读
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The Story Behind Doodles: The $700 Million Valuation 'Visual Cotton Candy'
Source: Odaily (ID: o-daily) Author: KC IFEANYI In June 2022, Reddit co-founder Alexis Ohanian made a surprise appearance at NFT NYC, announcing that his venture capital firm 776 Fund had invested in a new company that he said would "set various standards" in the blockchain space and even had the potential to become a global entertainment brand - that company was Doodles.
鸵鸟区块链2022/09/149 分钟阅读
鸵鸟区块链存档
Top 10 Key Figures Behind the Ethereum Merge
Source: Odaily (ID: o-daily) Author: Kristin Majcher & Kari McMahon As one of the biggest events in the crypto industry recently, the Ethereum "Merge" has attracted enormous attention.
鸵鸟区块链2022/09/059 分钟阅读