深度剖析:币安上线ETHFI传递出哪些信号?

币圈资讯 阅读:39 2024-04-22 03:51:21 评论:0
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作者:链上达人

牛市的典型特征就是打新速度快,币安将这一点演绎得淋漓尽致。

3月12日,币安公布新一期Lanchpool项目:ether.fi( $ETHFI )。该项目提供的是流动性质押服务,累计融资3230万美元,当前TVL超过30亿美金,代币总量10亿,初始流通11.52%,币安Lanchpool释放2%。

有意思的是,币安虽然在ReStaking赛道投了多个项目,但其中并不包括ETHFI,而这一期Lanchpool的官宣时间居然早于上一个项目 #AEVO 开盘,印象中史无前例。

深度剖析:币安上线ETHFI ,传递出哪些信号?

思前想后,个人认为币安上线 $ETHFI 这事值得细究,或多或少传递出以下信号:

①有一种打新叫“币安速度”

论造富效应,币安打新首屈一指,如果你能提前踩中这些项目,回报率往往惊人,就算看似没有任何技术含量的签到打卡,也能出大毛。

论打新速度,以前的币安并不快,甚至有点慢,不过最近几个月,币安打新一期接一期,速度快到让很多人尖叫。最新一期更夸张,前一个Lanchpool项目还没上线,后一个打新项目ETHI已被推到公众面前。

这其中最大的受益者无疑是BNB持有者,既吃到了BNB的惊人涨幅,又可以白嫖一堆新币,平均年化收益超过130%。

②币安钟爱细分赛道龙头

不管是Lanchpad还是Lanchpool,币安过往的打新往往侧重于币安Labs投资的项目,形成自己的闭环,不过最新一期Lanchpool却让很多人出乎意料。

在ReStaking赛道,币安虽然投了多个项目,但不包括ETHFI。ETHFI能够首发币安,得益于其龙头地址,它在以太坊ReStaking赛道TVL排名第一,也是首个在币安打新的ReStaking项目。

关于ETHFI的信息,推特上已经被刷屏,在此不一一赘述,感兴趣的可以直接查阅币安研报:https://www.binance.com/zh-CN/research/projects/etherfi

总之,币安的这次打新给我们提了个醒:不管币安有没有投资,各个细分赛道尚未发币的龙头项目,都希望被币安眷顾,都值得深度参与。

③ReStaking赛道或迎发币潮

从去年起,包括A16z在内的顶级机构便在重金布局ReStaking赛道,随之而来的是一堆质押类项目出现,每个都要掏空你的钱包。

如今,币安上线以太坊ReStaking赛道龙头ETHFI,无异于给整个赛道打了兴奋剂,可以被视为一个转折点。接下来,ReStaking赛道可能迎来发币潮,TVL靠前的协议会纷纷宣布去中心化。

深度剖析:币安上线ETHFI ,传递出哪些信号?

所以,不要吝啬手里的子弹,头部机构投资、尚未发币的质押类项目,继续冲锋。特别推荐币安投资的Puffer和Renzo,这俩哥们的TVL紧随ETHFI身后,大概率会在币安打新,虽然很卷,但不能踏空。


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