cxxx

投研｜分享｜发掘下一个万倍潜力项目｜

[cxxx @NEXT10000X]

@Didotxyz_ Invite code :
2HPZLTODM6
3NUH12C5DN
JWQCT0MOVP

[Reddio @reddio_com]

We’re thrilled to announce the official launch of Reddio’s Public Testnet, now powered by GPU for AI! No whitelist required. Everyone is welcome to experience the very first Parallel EVM public chain open to all.

[cxxx @NEXT10000X]

🟩 @Rivalz_AI Age of Agents Testent is live.

Join the future the Rivalz World Abstraction Layer 👇

https://t.co/XGLBLNXGVs

[WORLD3 @WORLD3_AI]

🚀 Win Lumens Now, Receive $W3C Later 🚀

Crystal Caves has officially launched on @base! This is your chance to earn Lumens, which will be converted to $W3C tokens during the Airdrop.

How to participate?
1️⃣ Get your Helmet
2️⃣ Visit Crystal Caves
3️⃣ Mine Blocks to earn Lumens & USDC
4️⃣ Take part in the referral campaign and invite your friends to earn additional rewards!

🔗 Participate now: https://t.co/IN88nCn5Bf
📖 Learn more: https://t.co/aIheJXi4ca

Rewards
⛏️ Mine blocks to earn Lumens and USDC.
⚡ Win additional rewards from a $10K+ USDC prize pool by being in the top 100 leaderboards.

💎 Top 100 users by referrals will share a $2,500 USDC prize pool.
🌟 Top 100 users on the Crystal Cave Points leaderboard will also share an additional $2,500 USDC prize pool.

⏳ Don’t miss out! This is your chance to participate in the $W3C Airdrop. Campaign ends 2024-12-11!

🔗 Participate now: https://t.co/IN88nCn5Bf

#WORLD3 #CrystalCaves #USDC #Lumens #W3C #Base #Airdrop

[cxxx @NEXT10000X]

Just cracked open my egg with @lingocoins on @base and scored raffle tickets for the daily draws! 🎉 Jump in on the action and get your tickets here: https://t.co/VHMEkoy19z

[TAP Protocol @tap_protocol]

𝐓𝐡𝐞 𝐓𝐞𝐦𝐩𝐞𝐫𝐚𝐭𝐮𝐫𝐞 𝐢𝐬 𝐑𝐈𝐒𝐈𝐍𝐆! 🌡️

⏺️ Huge demand for $TAP! 💰

⏺️ TAP Marketplace launch 🚀

⏺️ $TAP integration too? 👀

[cxxx @NEXT10000X]

🚀Just claimed 0.759 #BlastGold at @DistrictOneIO, the SocialFi playground with money games on @Blast_L2!✨

I'm stacking up Gems and $OLE here while exploring vibrant social hubs!

Join me with the invite code: https://t.co/nhPOzNaHYv

https://t.co/vLdfEIlA72

[DistrictOne @DistrictOneIO]

1. Introducing #DistrictOne (#D1) - Social Space with Money Games, on @Blast_L2.

Built by the @OpenLeverage team and powered by $OLE. D1 blends the fun of social with the thrill of financial games.

https://t.co/voqJyL0OvS

[TEN (🔟/🔟) @tenprotocol]

Unleash the thrill with Ten!
Seize your opportunity to win 1000 USDC, Hardware Wallets, Crypto Domains, and exclusive roles in the Ten community. Stage 1 ✨ is available on @Galxe !
More epic adventures & bigger prizes coming 🔜!
Join Now: https://t.co/o3C600X0GS

[Avail @AvailProject]

Hear us out, if you’re building an L2 on Bitcoin, you should use Avail. Here’s why:

BTC L2s can move 99% faster when leveraging Avail DA as an intermediate fast DA layer before posting to Bitcoin for DA.

Avail DA has 20 sec blocks and takes around 2 blocks to reach finality providing DA guarantees to L2s in ~40 seconds.

Bitcoin has 10min blocks and reaches finality every 6 blocks providing finality in ~1 hour.

Your BTC L2 can post transactions to Avail DA every 20 seconds and receive interim finality in 40 seconds. Transactions can then be posted to BTC for DA every 10 min and finalize in ~1 hour.

[Skate @skate_chain]

🛹 Welcome to the SkatePark.

Complete tasks to begin earning Points at the SkatePark available on @galxe.

Begin your journey to become a Skate legend today.

https://t.co/2fAK9b7hGe

[看不懂的SOL @DtDt666]

深度挖掘：Ethena (ENA)，加密世界赚钱机器，ENA值得长期持有！（投研报告）

先说结论：投研完后Ethena是一个会赚钱、能赚钱、并且正儿八经落地赚钱的台子，其代币（ENA）值得拥有。

金戈铁马，气吞万里如虎！！

前言：Ethena到底有多赚钱？
Ethena最近一周的日入达到了680万美刀，一跃成为最赚钱的去中心化应用（DApp）。

根据Ethena的官网，现在它正给超过35万用户发放USDe稳定币，年化收益率高达67.2%。DefiLlama的数据显示，Ethena的USDe市值在过去一周里涨了43%，一个月涨了409%，总值达到了8.4亿美金。

Ethena Labs今年2月19号在公链上正式亮相，USDe一上来就开出了27.6%的年化收益率，远超Anchor Protocol给的20%。这比去年5月崩盘前的TerraUSD（UST）还要高。

Ethena 正在构建衍生品基础设施，使以太坊能够通过 stETH 上的 Delta 中性头寸转型为全球互联网债券，从而创建第一个加密原生、具有收益的稳定币：USDE。

一、#Ethena 到底是个啥玩意？
建立在以太坊上的合成美元 (synthetic dollars) 协议，以 ETH 作为底层资产标的USDe 是个在以太坊链上的合成美元协议，用 #ETH 做底层资产。它通过现货 ETH 和期货 ETH 空头抵押构成，二者对冲成为一项 Delta 中性的稳定资产。即使 ETH 的价格波动，USDe 的铸造和抵押的价值也几乎不受影响，确保了资产的稳定性和可靠性。

说人话：是无论ETH涨跌，#USDe 都能保持其价值稳定，你可以理解为以太坊版本的USDT。你可以理解为持有ETH现货并做空对冲，抵押发行 $USDe ，防暴跌、保稳定的币。

二、Ethena 赚钱的运作逻辑？
1、假设我们投入了1000刀的 #stETH，扣掉各种对冲和操作成本之后，可以铸造出1000刀的USDe。

2、然后Ethena会自动在中心化交易所（#CEX）上开一个等额的ETH对U（ $USDT 或 $USD ）的永续合约空头，进行对冲。

3、我们放进去的stETH不会直接扔CEX，而是转到 #Copper 、#CEFFU、#Cobo 这种托管机构手里，这样就能避免那些麻烦事，比如资产挪用或者CEX炸了。

4、这操作中就有两个能持续赚钱的路子，还会作为奖励送给质押了的USDe（sUSDe）：

a/挂在以太坊上质押PoS的收益，年化大约3.2%；质押 PoS 收益比较固定，保证了一个最基本的稳定收益。

b/还有就是从delta对冲那些衍生品头寸上撸到的资金费和基差价差，年化收益能有5到30%。

三、Ethena 背景如何？

1/Ethena完成2050万美元touzi，#Dragonfly 领投，并得到BN，Deribit，Bybit，OKX，Gemini和Huobi等交易平台以及BitMEX创始人Arthur Hayes及其家族办公室的支持。

•种子轮：价格未知，融资 650w，估值未知
•战略融资：价格 0.019u，融资 1400w，估值 2.86 亿

2/#MakerDAO 创始人 #Rune 也在昨天 (30 号) 通过个人地址将 566 万 USDT mint 成 USDe

四、Ethena 的缺点是？
Austin 在文中指出，其更愿意将 USDe 称为一个「结构性票据」，而非稳定币，并剖析了 USDe 的四层潜在风险：

1/是质押层面的安全风险，质押节点的安全性及可持续性是否可得以保证；

2/是期货合约开设平台的安全风险，无论是 DEX 还是 CEX 均存在黑客攻击风险；

3/是合约可用性风险，有些时候可能根本没有足够的流动性来进行做空；

4/是资金费率风险，虽然空头头寸的资金费率大多数时候为正，但也存在转负的可能性，如果在加权质押收益之后的综合收益率为负，对于「稳定币」而言是相当致命的。尽管Ethena的方法创新且有潜力，但该项目目前仍处于测试阶段，尚未完全推出。

由于加密货币市场的不确定性和波动性，Ethena的稳定币USDe仍面临着潜在的风险。

五、关于 #ENA 价格预测？

ENA 总量 150 亿，初始流通 14.25 亿 (9.5%)。

目前市场上有多个对 ENA 价格预测的估值模型，例如：

1/参考场外平台 (如 aevo 等) 成交价：$0.65；

2/根据往期币安挖矿项目平均收益率 (年化 123%)：$0.45。

3/要是根据 PE 来进行估值的话价格会更高。因为以最近 #Ethena 的收入来推算，Ethena 年收入获将达到 3.3 亿美元。

🫡路虽远，行则必至；事虽难，做则必成。

看不懂的SOL结语：总的来说Ethena是一个会赚钱、能赚钱、并且正儿八经落地赚钱的台子，他的代币（ENA）值得关注，流动性质押衍生品LSD领域正在快速发展，尤其是 #LSD 稳定币领域即将出现新的创新。相信在以太坊坎昆升级后崛起的带动下，稳定币也将迎来一波热潮，让我们拭目以待。

@FLS_OTC @jiujinshan2022 @phyrexni @hellosuoha
@bitfish 最后希望各位大佬指正。

[StakeStone @Stake_Stone]

🎉Omnichain Carnival Wave 1 is now live with early access!

TL;DR

-Early access for Wave 1 starts on 3/26 at 14:00 UTC and lasts for 4 days
-Register during early access to receive a 15% bonus in wave 1
-3% of the total supply will be allocated in Wave 1.

Lead Wave 1 with extra rewards!

Register at: https://t.co/O2Ayn5HGsW

Anticipate Wave 2, plus even more to come.

Learn more about omnichain carnival: https://t.co/IgezMQRz0l

[cxxx @NEXT10000X]

Join me on this magical adventure with my referral link: https://t.co/GzWlxiirWh and let's go cyber together!

[cxxx @NEXT10000X]

Thank you Emmy for showering me with 400 Diamonds and getting me to shamelessly tweet this out. If you've collected Ethereum NFTs, all the way back to 2017, head to https://t.co/ftlRmW8URK to claim your taste of Diamonds on the best cross-chain rewards program.

[Bitfinity Network @bitfinitynet]

🌟 2024 is starting with exciting updates from the Bitfinity community! 👀

✅ @sonic_ooo 's upcoming V3 🔄 launch will leverage the Bitfinity EVM's technical strengths and mark a significant leap in UX and interoperability

🌉 The Neuro Bridge is a trustless bridge that uses Chain-Key technology to provide a decentralised tamperproof environment for bridging!
@sonic_ooo 's V2 tokens will seamlessly integrate into the EVM for lightning-fast cross-chain atomic swaps!

⏩ This bespoke bridge will facilitate the seamless integration of all assets into ETH wallets, such as MetaMask 🔐, thereby enhancing functionality, accessibility, and expediting Liquidity Bootstrapped Pools (LBPs) with support for ETH and stablecoins.

Stay tuned for more updates! 📢
#BITFINIANS

[Bitfinity Network @bitfinitynet]

🎉 We're thrilled to introduce #BTC Domains!! A campaign in collaboration with @Dmailofficial @bsc_daily @guildxyz

For a chance to win a Bitcoin Domain and Airdrop Points:
1️⃣ Retweet this 💫
2️⃣ Join the quest https://t.co/SePVBfZPha 🪄

Let's take a look at what's inside 🧵👇

[Project Schrödinger @ProjSchrodinger]

🐱Purr with us kitties, the world's first AI 404 dynamic NFT, going live soon!

Enrol now: https://t.co/CAs5ywZgKQ

Be cat-prised by our AI-powered #NFTs. Don't like your cat? Swap it as tokens on #DEX-es. 🐈

It's 404 kitty season 🔥

[Layer3 @layer3xyz]

New chain unlocked: @modenetwork 🟨⛓️🟡

Cross the Mode Bridge to discover the newest link in the Superchain.

https://t.co/Ko0afBObqE

[Mode 🟡 @modenetwork]

Mode Sunrise Campaign is Live on Layer3 🟡

We're launching a campaign on @layer3xyz featuring on-chain tasks.

It's your chance to dive into the Mode ecosystem and earn rewards for your participation.

Get ready to bridge, explore, and earn 👇
https://t.co/LOsCJisOXu

🌉 Bridge to Mode & Discover Mode

Our first tasks, "Bridge to Mode" and "Discover Mode," are designed to immerse you in our world.

Bridging to Mode is just the beginning. As you explore Mode's ecosystem projects, you'll unlock new experiences and rewards.

💰 Earn & Be Part of Something Bigger

Join our Layer3 campaign for XP and earn a part of our upcoming airdrop.

Your on-chain activity now could lead to benefits later. Don't miss out!

Join the campaign ❯❯

[Rhino.fi @rhinofi]

Bridge & complete tasks with our ecosystem partners, and compete for a $50,000 bonus prize pool🎁

🌊 Dive into Week 1 of the #rhinorun!
👉https://t.co/tPj5f8hG4d

This week's destination: @zksync one of the hottest Layer 2 chains🌐

For the first week we have partnered up with these amazing partners, make sure to follow them and complete their tasks:

Super efficient trading powered by zero-knowledge technology. Learn how easy it is by swapping at least $5 on @SyncSwap

Unlock the full potential of decentralised derivatives trading with a smooth user experience. Trade at least $20 worth of volume on @derivio_xyz

Experience Layer 2 ZKgaming and unlock a whole new era of entertainment. Play the Demo on @Cryptomazeapp

Let the rhino run adventure begin! ✨