「AI胡搞Crypto早报 」2024/8/12

1. 🔬可关注机会

2. ❇️DeFi

a. 过去1天新项目

b. 项目列表

项目列表：TVL > 5m & （7天新增 | 24h TVL变化 > 15%）

c. 相关项目

• MakerDAO发起提案，拟关闭WBTC借贷并将Spark的WBTC借贷比例降至0

• 当前超41%的WBTC用于借贷，MakerDAO为最大承兑商

• 孙宇晨：参与WBTC项目仅提供战略支持，不影响项目安全与去中心化核心

• Jupiter联创：WBTC底层比特币任何情况下都不应该被使用，BitGo需要澄清一些问题

• Wildcat V2

• Introducing fuseSOL: Fuse’s Native LST

• Gyroscope's yield-bearing stablecoin - sGYD - is live

• CoW AMM live on Balancer

• Spicenet introduces Artemis

• Aave V3.1 is now live on all networks with active Aave V3 instances

• Infrared live on Berachain testnet

• Jito introducing the StakeNet Steward Program

• Sushi Labs announces upcoming launch of new Solana Dex 'WARA'

3. 🌏Macro

• 摩根大通CEO：美国经济衰退风险仍存，或将在6到9个月内陷入衰退

• Coinbase All Apps Rank: today395,7 days 137 -188.32%,30 days 190 -107.89%

• Coinbase Financial Apps Rank: today 31,7 days 9 -244.44%,30 days 14 -121.43%

4. 🐳巨鲸动向

• 疑似孙宇晨钱包地址3小时前向币安存入价值3145万美元比特币

• 某长期做多ETH/BTC汇率巨鲸开始减仓

• 持有Runes协议代币地址超81万，超越持有BRC20的地址数

6. 📃行业

a. NFT & GameFi & SocialFi & DID & DAO & 内容创作

b. 交易所/钱包

• BitGo：将对WBTC进行多司法管辖区托管 --- BitGo 发布博客公告，BitGo 与 BiT Global 携手成立合资企业，旨在将 WBTC 的托管和冷存储服务扩展至多个司法管辖区。BitGo 将作为新合资企业的少数股东参与。此次变更将对 WBTC 社区保持无缝和透明，预计过渡期为 60 天。新方案将应用 BitGo 自 2019 年以来用于保护比特币的多重签名和冷存储技术，确保资产安全。

c. 公链/L2

• The Road to Based Applications

• Radar - A static analysis tool for anchor rust programs to detect vulnerable code patterns

• ACDE #193 recap

• NEAR Protocol’s Chain Signatures are live on mainnet

d. 投融资

• Icebreaker $5M Seed

• Pentagon Games $6M Seed

• Cartridge $7.5M Series A

• Moonveil $9M Pre-series A

• Andrena $18M Series A+

e. 监管

• 香港立法会议员：香港准备在未来18个月加强数字资产监管

• 前SEC官员：摩根士丹利承销比特币ETF将使其受到更严格监管

f. 安全

• Casper Network back online following security incident halt

• Ronin recovers ~$12M in stolen funds after bridge exploited earlier by whitehats

• Terra blockchain exploited

• Nexera exploited for $1.5M, Nexera bridge suspended

• Convergence exploited for ~$210k loss

7. 💡观点

• How much should you pay for restaking security?

• Syncracy Capital联创：目前Solana大多数有意义的指标都可与以太坊媲美

• UTXO 绑定：详解 BTC 智能合约方案 RGB、RGB++ 和 Arch Network

• Founders Fund合伙人Joey Krug：个人增加了对“蓝筹”DeFi资产的配置

• Asymmetric Financial创始人：旗下两支基金仍在投资比特币，同时增持Solana

• Understanding Blockchain Governance: Analyzing Decentralized Voting to Amend DeFi Smart Contracts

• ShardDAG: Ordering and Exploitation in Sharded Blockchains

• 从排序到验证：Eigenlayer 如何为 Rollup 生态系统赋能？

• Paladin⚔️ - an entirely new way to address MEV

• Robust Restaking Networks

• Verkle Implementers Call #22 Notes

• 意图抽象 vs. 链抽象：如何平衡用户体验与系统扩展性？

• EIP-7732(ePBS) breakout call #6 notes

• Layer-2 Arbitrage: An Empirical Analysis of Swap Dynamics and Price Disparities on Rollups

• Introducing GHOST Parallel-EVM Visualizer

• Spirited Away - Arthur Hayes

• Introducing the ZK Market Map

• Cash flows for application tokens: a new model