图币互换/图币二象性:涡轮式巨大革新

币圈资讯 阅读:48 2024-04-22 09:50:33 评论:0
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作者:0xLeoDeng,Twitter ,@leodeng08

图币互换,绝不仅仅是解决NFT流动性问题的新玩法,而是事关整个加密行业在资产类别、协议标准、运营推广、基础设施、应用生态的一场全方位、全系统、全要素的涡轮式巨大革新。

Solana上的 $Nuts ,从底部的0.3u,到峰值的2.3u,用时9天,以太坊上的Pandora_ERC404从底部的400U,到峰值的24000U,用时6天,拉盘是最好的注意力。潘多拉和花生的价格暴涨,让“图币互换”概念持续登陆热搜。简单梳理了 $Nuts 和  $Pandora 的项目分析,附图供大家参考。

以下,是我对 “图币互换/图币二象性” 未来发展趋势的五个预测:

1. 图币互换,创造动态可自动调节的NFT/FT混合新型资产类别

结合非同质化代币(NFT)和同质化代币(FT)的混合资产标准,将正式成为新资产类别。类似ordinals的BRC20代币。很多人将其与 NFT 碎片化、流动性等旧叙事等同,其实是一种局限性,加密最最最最最最核心的创新,就是资产类型的创新,NFT/FT 二象性是这类资产的特性。

后续资产怎样玩下去,形成财富效应,让新资产协议范式成为追捧。就像Ordi之后,一定还有Sats和其他项目的接力。

期待一下,花生后面的毛豆、瓜子、开心果?潘多拉之后的普罗米修斯、斯芬克斯?

2. 图币互换,重启 NFTFi 2.0

NFTFi,曾经被很多人看作是个伪命题。借鉴现代货币M1/M2理论,图币互换将重点围绕如何调控流动性,来保证图币的价值稳定,不会出现过热与过冷的情况。

甚至会陆续出现:新型的算法稳定币(动态供应调整/锚定策略多元化等)、新型的做市机制(自动化流动性提供/交叉资产流动性池/分层市场干预机制等)以及新型借贷、流动性挖矿、收益农场等金融服务。

3. 图币互换,成为加密新项目发射的标配

实现快速市场验证,借助图币互换,新项目可以迅速获得市场曝光和社区用户反馈,加速产品的市场验证过程,并设计激励措施,如早期参与奖励、交易竞赛等,鼓励用户参与图币互换,从而促进新项目的流动性和用户基础的增长。同时,新项目可提供简单直观的图币互换界面,降低新用户参与加密货币交易和投资的门槛。

4. 图币互换类“基础设施层”的丰富扩展

有了新资产和新标准之后,基础设施服务层的需求更加迫切。为了支持大量的图币互换交易,需要具备高吞吐量和低延迟的基础网络、可靠的智能合约,以及互操作性解决方案。

例如,开发支持跨链技术的图币互换机制,构建一个支持图币互换的广泛生态系统,使不同区块链上的资产能够无缝交换,推动加密货币生态的整合。

试想,会不会opensea、blur的模式都会被颠覆?uniswap会建设V4的新型池?在我看来,积极拥抱Tiny SPL和ERC404,不是对花生和潘多拉的利好,而是对交易所交易平台本身的利好。

5. 图币互换类“应用场景和商业模式”的爆发

这也是我认为最重要的一点。NFT市场上,PFP向权益凭证类别的转移趋势不可阻挡。如果只是不停开图,就失去了Non-Fungible的意义。NFT要创造价值,而不是未解决流动性,而解决流动性。“图币互换”不是目的,而是新工具和新手段,只有尽快找到应用场景和商业模式,才能撑起来“图币互换”更大的叙事。

GameFi、RWA、DePIN等,都是图币互换类应用很好的方向(后续推文会重点谈)。虽然图币互换用的是一些旧技术,但往往真正爆发的是商业模式创新,场景应用创新,像iPhone的触摸屏就是旧技术上的创新融合,但因为“愤怒的小鸟”等触摸类游戏,逐渐带来人机交互和移动互联网应用的革命。


The author's figure-currency exchange is not only a new way to solve the liquidity problem, but also related to the whole encryption industry's all-round and all-round turbo innovation of infrastructure application ecology, from the bottom to the peak. The time-consuming day-pulling from the bottom to the peak on the ethereum is the best attention. The soaring prices of Pandora and peanuts make the concept of figure-currency exchange continue to land on the hot search. The attached pictures are simply sorted out and analyzed for everyone. For reference, the following are my five predictions about the future development trend of currency duality: currency exchange creates a dynamic and self-adjustable hybrid new asset category, and the standard of hybrid assets combining non-homogeneous tokens and homogeneous tokens will officially become a new asset category. Many people equate it with the old narrative such as fragmented liquidity, which is actually a limitation. The most important and core innovation of encryption is the innovation duality of asset types, which is the characteristics of such assets and how to play subsequent assets. Going on to form a wealth effect makes the new asset agreement paradigm sought after, just like there must be a relay with other projects. Look forward to the soybean seeds behind peanuts, pistachios behind Pandora, and the resumption of Prometheus Sphinx currency exchange was once regarded as a false proposition by many people. Drawing lessons from modern monetary theory, the currency exchange will focus on how to regulate liquidity to ensure the stability of the value of the currency, and there will even be new algorithms to stabilize the dynamic supply of currency. Adjust anchoring strategy, diversify and other new market-making mechanisms, automate liquidity, provide cross-assets, liquidity pool, layered market intervention mechanism, and new lending liquidity, mining income, farm and other financial services. Currency exchange has become the standard for the launch of new encrypted projects to achieve rapid market verification. With the help of currency exchange, new projects can quickly gain market exposure and feedback from community users, accelerate the market verification process of products, and design incentives, such as early participation in incentive trading competitions, to encourage users to participate in currency exchange. In order to promote the liquidity of new projects and the growth of user base, at the same time, new projects can provide a simple and intuitive interface for currency exchange, and lower the threshold for new users to participate in cryptocurrency transactions and investments. With new assets and new standards, the demand for infrastructure service layer is more urgent. In order to support a large number of currency exchange transactions, it is necessary to have a reliable intelligent contract and interoperability solutions such as development support. Cross-chain technology of currency exchange mechanism to build a wide ecosystem to support currency exchange, so that assets in different blockchain can be exchanged seamlessly and promote the integration of cryptocurrency ecology. Imagine whether the model will be subverted and a new pool will be built. In my opinion, it is not good for peanuts and Pandora, but good for the exchange trading platform itself. The explosion of currency exchange application scenarios and business models is also the most important point in the market. The trend of transfer is irresistible. If you just don't stop opening the map, the meaning will be lost. To create value instead of solving the liquidity, the map-currency exchange is not an end, but a new tool and a new means. Only by finding the application scenario and business model as soon as possible can the map-currency exchange be supported. The larger narrative and so on are all good directions for the application of map-currency exchange. The follow-up tweet will focus on the business model innovation scene, the application innovation scene like the touch screen is the innovation fusion of the old technology, but because touch games such as Angry Birds gradually bring about the revolution of human-computer interaction and mobile Internet application. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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