2024年，最值得关注的加密新项目（上）

时间：2024-02-07|浏览：289

撰文：深潮TechFlow

每一个周期，都有属于那个周期的英雄。

本着“炒新不炒旧”和“喜新厌旧”的渣男本色，我们关注那些即将在2024年推出的新项目，或者说“大项目”；筛选标准十分优越，核心围绕着新的叙述和展开，比如AI、硬件EVM、DePIN、比特币生态、分级区块链，其中大部分仍然是基础设施，在我们看来，基础设施记录空间更大，而且较难证明伪。

注：本文分为上下两部分，筛选标准十分优越，并且以尚未发行的代币的全新项目为主。

Monad：毛EVM 叙述领跑者

谈到EVM这个叙述，必然提到了Monad。

Monad 是一个专注于提高 EVM 性能的创新项目，通过毛发处理技术，旨在解决现有区块链网络的性能瓶颈。

填充EVM是对传统EVM的一种创新优化，传统EVM下，负责按顺序处理智能合约和交易，在高负载情况下会导致效率低下和网路堵塞，填充EVM的核心思想是改变这种串行处理模式，实现多个交易的同时处理。

通过实现全部执行，Monad的目标是大幅提升交易吞吐量，解决现有EVM链在高负载下的拥堵问题，其最终目标是达到物理带宽限制的400,000 TPS。

在实现上，Monad 的时钟执行策略核心提供了它能够识别和通过执行没有共同依赖的交易。虽然 Monad 和以太坊的区块都是线性小区的交易集合，但 Monad 优化执行策略允许事务在不影响最终结果的情况下工具进行，其功能体现在：

2024年，Monad将成为L1战场不容忽视的大玩家。

2023年2月14日，Monad完成了由Dragonfly Capital领投的1900万美元种子轮融资。

官网：https://www.monad.xyz/

推特：https://twitter.com/monad_xyz

更多资料请查看我们之前的研究和创始人专访：

《提前布局下一个记述：大量EVM兴起，哪些项目值得重点关注？》

《对话Monad Labs CEO：从传统到未来，原Jump Trading团队探索公链在链上金融的角色》

Eclipse：Solana 虚拟机（SVM）L2

Eclipse是以太坊的Layer2，可利用Solana虚拟机（SVM）加速交易处理。

项目目标是提供一个大规模批量执行的环境，允许多个操作同时进行，从而提高网络吞吐量和效率，同时减少拥堵和交易费用。通过这种结构，Eclipse旨在提高 dApp 的可扩展性和用户数体验。

2024年最值得关注的加密新项目上

2022年9月27日，Eclipse完成900万美元种子轮融资，由Tribe Capital和Tabiya共同领投。

官网：https://www.eclipse.builders/

推特：https://twitter.com/EclipseFND

EigenLayer：以太坊坊

EigenLayer是以太坊区块链上的一个创新协议，它引入了“重新质押”（restake）的概念，允许用户利用其已固定的以太坊或坊Liquid Stake币代获得额外的奖励和安全贡献。

另一方面，Eigenlayer释放了抵押的ETH的资本效率，在继承了以太坊安全性的前提下，以太坊各应用领域的创新速度大幅度提高，且验证成本迅速下降，ETH成为了能够创造高收益的生产性资产。

另一方面，Eigenlayer不仅仅是重新夺取，其重新构建了多人以太坊基础基础建设。

相当于Eigenlayer的旗舰产品之一就是其数据模块可用性，即EigenDA（Eigen Data Availability），与Celestia相比，EigenDA有一个明显的优势——它能够通过利用现有的ETH验证器和质押更轻松地引导大型验证器网络，成本会更大，吞吐量会更大。

例如，Mantle Network 是第一个使用 EigenDA 的 Layer 2。

另外，也可以在Eigenlayer上运行去中心化Rollup排序器，改变目前大部分L2都是中心化排序的索引。另外，Eigenlayer将实现真正的中心化RPC节点。

近期，Eigenlayer将其触角伸向了Cosmos生态，Eigenlayer高调宣布能够为Cosmos子链提供以太坊的安全性保证。

根据官网的最新数据，Eigenlayer目前有超过65个生态项目。

For example, AltLayer, which was recently launched on Binance, is also an Eigenlayer ecological project. In the early days, AltLayer focused on the Raas concept of sending links with one click. Later, it focused on promoting Restaked Rollups created in cooperation with Eigenlayer. This concept is relatively abstract. Let’s explain it in a layman’s terms:

For most other projects, if you want to build an application chain, the best situation may be like this:

I don’t have to worry about how to make a Rollup from beginning to end, nor do I need to worry about how to ensure the security of the chain after doing the Rollup.

AltLayer's Restaked rollups use EigenLayer's restaking mechanism to improve the security of rollups.

We all know that re-staking is essentially to use the staking mechanism again to deposit ETH to enhance the security of other infrastructure other than the Ethereum main network. So for a Rollup, after it is built, it is easiest to Where do people feel unsafe?

It’s nothing more than whether the transaction can be confirmed quickly, whether the sequencer is centralized, and whether the transaction is really being verified by multiple parties.

Therefore, you can understand Restake Rollup as a lazy proof package that actively proves to the outside world that these places are safe.

The means of implementation is a set of vertically integrated Active Verification Services (AVS), which ensures its operation by staking the LST generated by pledging ETH to the following active verification services. At the same time, it also adds a layer to the self-built Rollup. A more reassuring safety lock.

In 2023, EigenLayer announced that it had received US$50 million in financing, led by Blockchain Capital, with participation from well-known VCs in the industry such as Coinbase Ventures, Polychain Capital, Bixin Ventures, and Hack VC.

Official website: https://www.eigenlayer.xyz/

Twitter: https://twitter.com/eigenlayer

io.net: Solana Ecosystem DePIN & AI

io.net is a decentralized computing network that enables the development, execution and scaling of ML (machine learning) applications on the Solana blockchain, leveraging the world's largest GPU clusters to allow machine learning engineers to do so at a lower cost. Obtain distributed cloud service computing power.

What makes io.net unique is its ability to quickly cluster GPU resources in different locations, allowing 50,000 to 70,000 GPUs to be aggregated into a cluster, enabling efficient communication between clustered GPUs. If users have enough resources, it is possible to build large language models through the platform.

It is reported that the product has been demonstrated to well-known companies such as OpenAI, Instacart and Uber.

io.net uses three products to involve users and computing power providers in this process to improve the user’s product experience:

IO Cloud: A page for deploying and managing decentralized GPU clusters;
IO Worker: Provides users with real-time insights into their computing, providing an operational and bird's-eye view of devices connected to the network, allowing them to monitor these devices and perform quick actions such as deleting and renaming devices.
IO Explorer: Provides a window into the inner workings of the network, such as complete visibility of network activity, vital statistics, data points, and rewarded transactions.

IO is the native token and protocol token of the io.net network. The main utility of tokens is in two aspects:

IO will serve as the main payment method in the io.net ecosystem, such as paying for GPU deployment costs. And every model deployed on io.net must make a tiny IO transaction for inference.
IO tokens are used to reward GPU contributors.

According to Shenzhen TechFlow, io.net has been favored by major VCs in the primary market.

Official website: https://io.net/

Twitter: https://twitter.com/ionet_official

Berachain: comes with MEME attributes, an EVM-compatible public chain in the Cosmos ecosystem

Berachain is an EVM-compatible Layer 1 built on the Cosmos SDK. It is characterized by its use of liquid consensus proof as the consensus mechanism.

Through Proof of Liquidity, users can stake blue-chip assets such as BTC, ETH, and stablecoins and delegate these assets to validators. At the same time, these pledged assets will be used to provide liquidity to the chain’s native virtualized AMM, making capital production more efficient. Therefore, users have fewer reasons to leave this public chain.

The Berachain token economy introduces a three-token system: $BERA — Gas token, $HONEY — stablecoin, $BGT — governance token. Among them, $BGT cannot be purchased in the secondary market. It is a non-transferable NFT, and the holder can receive a certain percentage of the fees generated on Berachain.

The project was initiated by four anonymous co-founders, who established an NFT collection Bong Bears in 2021, inspired by Olympus DAO, and has since continued to develop with strong community and MEME attributes.

On April 20, 2023, Berachain announced the completion of a $42 million Series A round of financing led by Polychain Capital.

Official website: https://www.berachain.com/

Twitter: https://twitter.com/berachain

Blast: Profitable L2, Operations Master

Whether it is Blur or Blast, they are like a sharp sword, changing the original battle situation and knocking the former king off the altar.

What is the most important measurement criterion for a Layer 2? Number of users or TVL? Blast tells everyone with practical actions that TVL is king.

While all Layer 2s are talking about technical narratives and plausibly describing the vision of "airdrop" to everyone, Blast is very simple and straightforward: a branded airdrop; the deposited ETH brings its own income.

Blast is the first L2 blockchain network that provides passive income for funds in Layer 2 accounts.

Specifically, when a user deposits funds into Blast, Blast will then use ETH for network-native staking (mainly on Lido) and automatically return the staking proceeds to users on Blast.

In addition to ETH, Blast also supports passive interest generation of stablecoins. The operating mechanism is that when users bridge stablecoins (such as USDC, USDT and DAI) to Blast, Blast will then deposit the corresponding stablecoins locked on the Layer 1 network into DeFi protocols such as MakerDAO, and use USDB (Blast’s native stable currency The proceeds will be automatically returned to users on Blast in the form of coins).

As of January 28, Blast TVL was $1.3 billion.

In addition to income, Mingpai’s airdrop expectations also make everyone flock to it: after users enter the Blast network through early access, they can not only immediately enjoy the passive interest earning of 4% of ETH or 5% of stablecoins, but also accumulate Blast Points rewards at the same time.

On January 17, Blast officially announced the launch of a test network and a one-month "Big Bang" incentive plan to encourage developers to build applications in its ecosystem. The winning project can receive Blast token airdrops.

For public airdrops, half is given to users and half is given to developers. There are users, liquidity (TVL), and airdrops. Developers have no reason not to work hard. This is equivalent to Blast completing the ecological construction path of other public chains for one or even several years only in the test network stage.

We are very much looking forward to what surprising gameplay Blast will offer in the future.

In November 2023, Layer2 network Blast completed US$20 million in financing, with Paradigm and Standard Crypto participating.

Official website: https://blast.io/zh-CN

推特：https://twitter.com/Blast_L2

维度：Cosmos生态的分级结算层

dYmension 是一个分级结算层，基于 Cosmos 构建。

“结算层”这个定义解释起来有点抽象，先了解一下区块链的三层架构：