从Marinade Finance到Jito:一览Solana链上的LSD项目

币圈资讯 阅读:43 2024-04-22 11:53:42 评论:0
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经历FTX破产事件后,Solana面临了巨大挑战。SOL代币的价格一度大跌至8美元,跌幅超过95%。尽管如此,Solana生态及其庞大社区展示了显著的韧性。在此期间,用户数突破百万,开发者数量超过2000名,生态中不断涌现新的DeFi与NFT项目。

比特币价格的回暖带动了Solana代币的强劲反弹,短短两个月内价格涨幅超过200%。Grayscale Solana Trust的溢价高达800%,显示出市场对Solana长期前景的乐观预期。

在Solana网络上,目前有295.7M SOL被质押,但其流动性质押衍生品的应用还较为有限。FTX事件期间,Solana的流动质押TVL从峰值12.8M SOL跌至5M SOL的低点,但之后恢复至约12M+ SOL。最近上线的Jito质押服务自推出以来,已累积超过44.86M美元(2.3M SOL)的TVL。

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Solana总市值变化情况

这些数据表明,在风险与回报的对比中,Solana质押提供了可观的潜力。Solana的流动质押仅占其总质押的一小部分,显示出巨大的增长空间。

在Solana生态的这场复苏浪潮中,Jito表现尤为突出。在过去30天里,其TVL增长近70%,成为Solana质押生态中的亮点。接下来,我们将更深入地探索Jito及Solana质押生态中的其他重要项目。

Solana的流动性质押机制创新引发行业瞩目,相关项目数据表现抢眼

Solana生态中,流动性质押代币的引入标志着对DeFi领域的深入挖掘。这些代币,作为Solana原生资产SOL的衍生物,提供了一种独特的质押策略。用户通过它们可以在不牺牲资产流动性的情况下获得质押奖励,实现了在参与DeFi应用时仍能享有质押收益的双重优势。

在传统的区块链生态中,用户往往需要在质押收益和其他潜在的高回报机会之间做出抉择。然而,Solana的流动性质押代币改变了这一局面。通过这种机制,用户无需在质押收益与参与DeFi市场之间做出选择,而是可以同时享受两者。

除了为用户提供更大的灵活性,这种策略还有助于网络安全和去中心化。由于流动性质押代币的存在,用户的资产不再集中于单一验证者,这降低了资金损失的风险,并提高了网络的去中心化程度。

Solana生态中的流动性质押项目各有其特色,包括不同的质押策略和费用结构。这些项目如Jito, Marinade, BlazeStake, marginfi和Jpool不仅为用户提供了多样的选择,也展现了Solana生态的创新精神和发展潜力。接下来,我们将深入探讨这些项目的具体细节,包括它们的策略、优势以及面临的挑战。

一览Solana链上的LSD项目:模式机制以及未来空间各不相同,值得细究

Marinade Finance:允许用户将质押资产随时转化为流动资产

Marinade Finance在Solana生态中以其最高的总锁定价值(TVL)脱颖而出,专注于提供便捷的Solana质押解决方案。这个平台的核心服务是“流动性质押”,它允许用户将质押资产随时转化为流动资产,无需经历漫长的解锁过程。

为了追赶市场上新兴协议的发展,Marinade在9月中旬推出了一项奖励计划。虽然Marinade在SOL的TVL在季度内稍有下降,但自9月20日以来有所反弹。此外,7月底推出的Marinade Native作为其流动质押服务的补充,这是一个将质押分配给超过100个优秀验证者的自动化平台,其优势在于无需支付绩效费用且减少了智能合约风险。

Marinade最近还推出了Marinade Native程序,这一程序使用户能够轻松地委托其质押权,同时保持对资金的提取权。Marinade还启动了从2023年10月1日至2024年1月1日的Marinade Earn奖励计划,参与者将获得额外的MNDE奖励,同时设有推荐系统以激励用户推荐新用户加入。

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Marinade的数据表现

自2021年推出以来,Marinade作为一个成熟的DeFi协议,在市场高峰期的TVL曾超过15亿美元。尽管当前与高峰期相比有所下滑,但Marinade依旧稳居Solana生态中TVL排名首位。其代币mSOL在市场上流动性强,已在Coinbase、Kraken等交易所上市。

Marinade Finance目前在Solana流动质押市场中保持主导地位,拥有超过5.47M SOL的质押量。其项目TVL高达6.13亿美元,月度增长率达到了78%,这不仅展示了其在Solana生态中的强大影响力,也预示了其未来的发展潜力。

Jito:在Solana MEV(最大可提取价值)领域展开较早布局

2022年11月,在FTX暴雷的前夕,Jito Labs正式宣布推出其Jito质押服务,标志着其在流动性质押(LSD)协议领域的积极进展。用户将SOL委托给验证节点后,便可获得JitoSOL作为流动性凭证,其价值随着节点验证奖励的累积而增长。Jito Labs在Solana MEV(最大可提取价值)领域的先期布局使得Jito能够将MEV收益分配给质押者,从而提升整体质押收益。

然而,Jito的推出恰逢FTX崩溃,紧密相关的Solana也遭遇了大量流动性流失。初期,Jito的总锁定价值(TVL)由于缺乏市场信心和流动性需求而未能显著增长。

随着2022年下半年Solana生态的逐步复苏,Jito的TVL也开始稳步增长。特别是在8月,Jito推出了积分激励活动,鼓励用户参与Jito质押、持有JitoSOL、参与DeFi活动及推荐新用户,以积分形式奖励其对Jito社区的贡献,这一策略显著提升了Jito的TVL增长。

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JTO价格走势图

此外,Lido DAO决定于2022年10月不再支持新的SOL质押,其运营商从11月开始逐步退出SOL质押市场。Lido的退出使得近6M的stSOL需要寻找新的质押场所。Jito凭借其质押和MEV奖励的双重优势,以及积分激励计划,成功吸引了大量stSOL,使其TVL大幅增长,迅速成为Solana上排名前二的LSD协议。

Jito的流动性质押协议将用户的SOL委托给支持MEV的验证者节点,其中MEV收益作为额外收益分配给质押者。8月底,Jito推出了推荐计划,并于9月中旬推出积分系统,11月28日宣布了空投。

与Marinade相比,Jito在生态组合、去中心化程度及质押模式单一性方面的差距正在逐渐缩小。Jito在MEV价值捕获和分配方面的核心竞争力,随着Solana网络的繁荣,将得到持续扩大。因此,我们对Jito的未来发展抱有极为乐观的预期,它有望成为Solana生态中最大的LSD协议。

Jito的项目TVL目前为4.12亿美元,月度增长率高达90%,这一数据充分展现了Jito在Solana流动性质押市场中的强劲势头。随着Jito的进一步发展,我们期待其在Solana生态中扮演更加重要的角色。

BlazeStake:致力于推动Solana节点的去中心化

BlazeStake,作为2023年新兴的流动性质押协议,致力于推动Solana节点的去中心化。在BlazeStake平台上,质押者有两种选择:一是加入标准委托池,二是选择任意验证者进行SOL质押。无论哪种方式,质押者均可获得bSOL作为其流动性质押收益的证明。

BlazeStake自去年以来便一直在暗示将对bSOL持有者进行空投。2023年8月,BlazeStake推出了积分系统和自己的代币BLZE,并根据用户积分进行空投。这种策略不仅激励了用户参与和持有bSOL,而且增加了项目的吸引力和可见度。

至2023年11月30日,BlazeStake的SOL锁仓价值实现了惊人的增长,同比增长率达到1,234%,总锁仓量达到678,560 SOL,约合4000万美元。这一成就显著反映了BlazeStake在Solana生态中的快速增长和市场的积极响应。

项目的总锁定价值(TVL)达到了5033万美元,月度增长率高达124%,这一数据充分展现了BlazeStake在Solana生态中的强劲势头。虽然BlazeStake尚未发行代币,但其空投计划已在白皮书中明确提及,尽管具体细节尚未公布。

BlazeStake的这一系列动作表明,它正迅速成为Solana质押生态中去中心化和创新的重要力量。随着项目的不断发展和市场地位的进一步巩固,我们可以期待BlazeStake在Solana生态中扮演更加关键的角色。

MarginFi:已完成了300万美元的种子轮融资

MarginFi,作为Solana去中心化金融(DeFi)生态中的借贷协议领头羊之一,以其创新策略在市场中脱颖而出。2023年7月3日,MarginFi推出了积分系统,通过奖励用户的存款、借贷和推荐行为,激励了更多用户的参与。

这一策略取得了显著成效,其总锁定价值(TVL)年增长率高达743%,使MarginFi在Solana DeFi TVL排行榜上升至第六位。这一成绩不仅体现了MarginFi在市场中的强劲增长,也反映了其在Solana DeFi生态中的重要地位。

季度末,MarginFi进一步扩展了其业务范围,推出了自己的流动性质押代币LST。这使得MarginFi成为Solana上所有流动性质押(LST)中自然收益最高的平台之一。该举措进一步巩固了MarginFi在Solana质押市场中的领导地位。

截至目前,MarginFi的项目TVL达到了1.49亿美元,月度增长率高达153%,这一数据再次强调了其在Solana生态中的快速成长和市场吸引力。虽然MarginFi尚未发行自己的代币,但其业务模式和市场表现已经引起了广泛关注。

在资金方面,MarginFi于2022年2月23日完成了300万美元的种子轮融资,这为其未来的发展提供了坚实的资金基础。考虑到MarginFi在Solana DeFi市场中的创新策略和显著增长,我们可以期待它在未来继续发挥重要作用,推动Solana生态的发展。

JPool:采用智能化分配机制根据整体收益率自动分配用户的质押资产

JPool在Solana生态中以其流动性质押协议引人注目。这个协议的特点在于不支持用户直接选择验证节点。相反,JPool采用一种智能化的分配机制,根据整体收益率自动分配用户的质押资产。这种方法简化了用户的决策过程,同时旨在优化质押收益的整体表现。

截至最新数据,JPool的总锁定价值(TVL)达到了4035万美元,显示出62%的月度增长率。这种显著的增长表明,尽管JPool采取了一种相对非传统的质押方法,但在市场上仍然获得了积极的响应。

值得注意的是,JPool目前还未发行自己的代币。这意味着JPool的增长和吸引力主要基于其质押服务本身的优势,而非通过代币激励所带来的短期吸引力。这种策略表明了JPool对于其服务质量和用户体验的自信。

JPool的成功在Solana DeFi生态中显现出流动性质押模型的潜力,特别是在优化和自动化质押策略方面。JPool的模式为Solana生态中寻求简化和高效质押解决方案的用户提供了一个有吸引力的选择。

JPool以其特有的智能化流动性质押模式在Solana生态中逐步发展,其未来的表现可能会进一步反映智能化质押策略在DeFi领域的有效性和吸引力。

Solana链上生态不断扩展,期待更多创新应用持续涌现

随着Solana生态的不断成熟和扩展,其质押生态也呈现出多样化和创新的趋势。从Jito的强劲表现、Marinade Finance的稳健增长,到MarginFi的创新策略以及JPool的智能化质押模式,每个项目都以其独特方式贡献于整个生态的繁荣。这些项目不仅反映了Solana生态的动态性和多元性,也展示了去中心化金融领域不断探索和创新的精神。

虽然各项目在增长速度、策略选择和市场定位上有所不同,但它们共同推动了Solana生态的整体发展,并为用户提供了丰富的选择。随着市场的发展和技术的进步,我们可以预期Solana生态将继续吸引更多的参与者,不断推动去中心化金融的创新和发展。


After going through bankruptcy, it faced a great challenge. The price of tokens once fell to the dollar, and fell more than the dollar. Nevertheless, the ecology and its huge community showed remarkable resilience. During this period, the number of users exceeded one million, and the number of developers exceeded 100. During this period, new projects and projects emerged in the ecology. The recovery of bitcoin prices led to a strong rebound of tokens. In just two months, the price increase exceeded the premium, which showed that the market was optimistic about the long-term prospects. At present, there are pledged derivatives on the Internet, but their liquidity is pledged. The application of mobile pledge is still relatively limited. During the incident, the mobile pledge fell from the peak to the low point, but then recovered to about the latest online pledge service. Since its launch, the total market value has accumulated more than US dollars. These data show that the pledge provides considerable potential in the comparison of risk and return. The mobile pledge only accounts for a small part of its total pledge, showing a huge growth space, which is particularly prominent in this wave of ecological recovery. In the past few days, its growth has nearly become a bright spot in the pledge ecology. In the future, we will further explore and pledge other important projects in the ecology, and the innovation of liquidity pledge mechanism will attract the attention of the industry. The data performance of related projects is eye-catching. The introduction of liquidity pledge tokens in the ecology marks the in-depth excavation of the field. These tokens, as derivatives of primary assets, provide a unique pledge strategy, through which users can obtain pledge rewards without sacrificing the liquidity of assets, realizing the dual advantages of still enjoying pledge income when participating in applications. In the blockchain ecology, users often need to choose between pledged income and other potential high-return opportunities. However, the liquid pledged tokens have changed this situation. Through this mechanism, users can enjoy both without choosing between pledged income and participating in the market. This strategy not only provides users with greater flexibility, but also contributes to network security and decentralization. Because of the existence of liquid pledged tokens, users' assets are no longer concentrated in a single verifier, which reduces funds. The risk of loss has improved the degree of decentralization of the network. Liquidity pledge projects in the ecology have their own characteristics, including different pledge strategies and cost structures. These projects, such as and, not only provide users with diverse choices, but also show the innovative spirit and development potential of the ecology. Next, we will discuss the specific details of these projects in depth, including their strategic advantages and challenges. The project models, mechanisms and future space in the chain are different, which is worthy of careful study. Property can be transformed into liquid assets at any time, which stands out in the ecology with its highest total lock-in value, and focuses on providing convenient pledge solutions. The core service of this platform is liquid pledge, which allows users to convert pledged assets into liquid assets at any time without going through a long unlocking process. In order to catch up with the development of emerging agreements in the market, an incentive plan was launched in the middle of the month, although it declined slightly in the quarter, it has rebounded since June. In addition, it was launched at the end of the month as its mobile pledge service. This is an automated platform that distributes pledges to more than 100 excellent verifiers. Its advantages are that it does not need to pay performance fees and reduces the risk of smart contracts. Recently, a program has been launched, which enables users to easily entrust their pledge rights while maintaining the right to withdraw funds. An award scheme from year to month has also been launched, and participants will receive additional awards. At the same time, a recommendation system has been set up to encourage users to recommend new users to join the data performance since it was launched in. At the peak of the market, the mature agreement exceeded US$ 100 million. Although it has declined compared with the peak, it still ranks first in the ecology. Its tokens have strong liquidity in the market and have been listed on other exchanges. At present, it has maintained a dominant position in the mobile pledge market, with more than US$ 100 million in pledge. The monthly growth rate of its projects has reached, which not only shows its strong influence in the ecology, but also indicates its future development potential. It was laid out earlier in the field of maximum extractable value. On the eve of thunderstorm, the official announcement of its pledge service marks its positive progress in the field of liquidity pledge agreement. After users entrust it to the verification node, they can get it as a liquidity voucher, and its value increases with the accumulation of node verification rewards. The advance layout in the field of maximum extractable value enables the income to be distributed to the pledgee, thus improving the overall pledge income. However, the launch coincides with the collapse, which is closely related to the loss of a large number of liquidity. Due to the lack of market, the initial total lock-in value is also suffered. Confidence and liquidity demand have not increased significantly, and with the gradual recovery of ecology in the second half of 2008, it has also started to grow steadily, especially in January, when an integral incentive activity was launched to encourage users to participate in pledge holding activities and to recommend new users to reward their contributions to the community in the form of integral. This strategy has significantly improved the growth price chart, and in addition, it was decided not to support new pledges in February, and its operators gradually withdrew from the pledge market, which made it necessary to find new pledge places in the near future. Its dual advantages of pledge and reward, as well as the integral incentive plan, have successfully attracted a large number of liquidity pledge agreements, which have made it grow rapidly and become the top two agreements in the world. The user's trust is entrusted to the supporting verifier nodes, and the income is distributed to the pledger as additional income. At the end of the month, the recommendation plan was launched, and the integral system was launched in the middle of the month. It was announced on March that the gap between airdrops and airdrops in the decentralization degree of ecological combination and the singleness of pledge mode is gradually narrowing, in the value capture and distribution. With the prosperity of the network, its core competitiveness will continue to expand, so we have extremely optimistic expectations for its future development. It is expected to become the largest agreement project in the ecology. At present, the monthly growth rate is as high as US$ 100 million. This data fully shows the strong momentum in the liquidity pledge market. With the further development, we expect it to play a more important role in the ecology, and strive to promote the decentralization of nodes as a new liquidity pledge agreement in. Decentralization on the platform, the pledgee has two choices: one is to join the standard entrustment pool, and the other is to choose any verifier to pledge. Either way, the pledgee can get the proof of its liquidity pledge income. Since last year, it has been hinting that it will airdrop the holder. The point system and its own tokens were introduced in the year, and the airdrop was based on the user's points. This strategy not only encouraged the user to participate and hold, but also increased the attraction and visibility of the project. By the year, the lock value achieved an amazing growth, and the total lock volume reached about 10,000 US dollars, which 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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