看到 AAVE 发起这提案之前莫名大跌，大户持续出货，恐怕是有风声把这一提案传出来 frontrun 并视为交给社区的行为了。不是喜欢去中心化吗？传统股票市场的大股东都是有一系列法律要求的规则和责任的，拿最直观的例子来说，二级市场套现的时候大股东有严格的锁定期和减持额度。权益与义务相匹配而持币者最大的问题是，只想享受上涨的权益，不承担持有的责任，都是 free riders。这和代币本身存在的问题是相对应的。代币的问题是，治理都是伪命题，缺乏价值捕获的通胀代币只提供炒作属性本身持币者只有退出权，并且大 “币东” 还能通过各种方式比如 OTC、衍生品套保等方式悄无声息地套现，但大部分持币者对协议增长没有助力，毕竟分红也分不到持币者，为什么要建设呢？ ...

刚刚lighter 转移了百分之二十五的代币不出意外这25的代币是空投代币https://t.co/t9Uyl81x0U https://t.co/zIcpwUuNhj ...

Token Launch & Airdrop Opportunity - Industry sources indicate that Metamask is launching a token, presenting a significant opportunity for users [1] - Metamask has launched a rewards program, incentivizing user participation through points redeemable for future token allocation, exclusive benefits, and reduced transaction fees [1] - The initial phase of the Metamask rewards program will last for 3 months [1] Metamask's Platform Evolution - Metamask is transitioning into an on-chain personal finance platform, incorporating features like perpetual contract DEX (preps) and potential integration with prediction markets like Polymarket [1] - The platform supports one-click deposits across any EVM chain and offers zero-fee preps trading with fast execution and low latency [1] Earning Points & Rewards - Users can earn points by performing swaps, preps trading, referring friends, and adding old wallets [1] - Metamask is allocating over 30 million USD worth of $LINEA tokens as part of its rewards program [1]

代币发行 - Polymarket 确定将发行代币 [1] - 预计将进行空投 [1] - 计划于明年第一季度 (Q1) 启动代币生成事件 (TGE) [1] 风险控制 - 公司将采取措施检测并防止女巫攻击 [1]

Token Allocation & Fundraising - Polymarket has reportedly sold approximately 60% of its tokens based on current funding [1] - The allocation for the team is 20% [1] - Ecosystem development is allocated 20% [1] - The initial coin offering (ICO) allocation is 10% [1] - The speculated airdrop allocation is 10% [1] Community & Public Sale - The report questions the amount of tokens reserved for the community [1] - There are reports circulating about a potential public sale (公募) [1]

Tokenomics & Governance - The company will investigate "witches" (potential Sybil attackers or malicious actors) [1] - Season 2 (S2) mining tokens will likely be locked and released linearly [1]

Core Viewpoint - The Federal Reserve will convene a "Payment Innovation" meeting on October 21 to discuss stablecoins, AI, and tokens [1] Group 1 - The meeting aims to address the evolving landscape of payment systems and the role of digital currencies [1] - Topics of discussion will include the implications of stablecoins on the financial system [1] - The integration of artificial intelligence in payment processes will also be a focal point [1]

Market Share & Dominance - Pump Fun dominates new token trading volume with a 90% share [1] - Letsbonk's performance is significantly influenced by useless; its share was over 80% when suppressing Pump Fun [1] Launchpad Lifecycle - The industry suggests that a 30-day timeframe may be too long to define a new token's lifecycle, as it is approximately one week [1] - The industry plans to analyze new token performance using 3-day and 7-day periods [1] Data Analysis - The report analyzes the daily trading volume of tokens created on Launchpads over a 30-day period [1]

Core Insights - The integration of digital tokens in industrial finance can link all segments of the financial ecosystem, driven by innovations such as artificial intelligence and stablecoins [1] - The regulatory framework for stablecoins is evolving, with a shift towards treating them as financial derivatives rather than traditional banking or securities, which alters their operational logic [3] - Digital tokens can address asymmetries in supply chain finance, enabling instantaneous transactions and reducing costs by converting interest-bearing transactions into non-interest models [4] Regulatory Changes - Stablecoins are now being incorporated into a financial derivatives regulatory framework, which emphasizes a 1:1 peg to assets like US dollars or government bonds [3] - The requirement for stablecoin issuers to hold highly liquid assets in custody, such as one-year US dollar certificates of deposit and government bonds, is crucial for operational efficiency [3] Technological Innovations - The use of AI in industrial transformation highlights a critical chain from computing power to electricity, with green energy playing a pivotal role in this evolution [4] - The concept of "virtual power plants" combined with cloud services allows green energy producers to connect directly with users, enhancing efficiency and reducing reliance on traditional power grids [4] Industry Transformations - The automotive industry is transitioning from manufacturing to service-oriented models, with autonomous vehicles leveraging over-the-air updates to enhance service offerings [5] - The digitalization of labor data from gig economy workers can be transformed into data assets, allowing for equity returns through participation in digital platforms [6] Future Directions - The three core ecological niches for the development of industrial digital finance include the restructuring of financial foundations through stablecoins, the penetration of AI and green energy into industrial logic, and the redefinition of manufacturing and service boundaries through autonomous vehicles [6] - An open and collaborative approach is essential for various stakeholders to participate deeply in the advancement of digital finance, ensuring high-quality development [6]

Token Overview - HEST total supply is 1 billion [1] - HEST employs an inflation + deflation mechanism to balance ecosystem needs [1] Utility - HEST is the sole medium for participating in contests, paying fees, and governance voting [3] - Users can stake HEST to earn platform revenue, such as transaction fees and liquidity rewards [4] - HEST can be used as a payment method for participating in competitions, paying handling fees, and purchasing NFT identities [7] - HEST can be used for governance rights, voting to decide the platform's development direction [7] - HEST can be used as a financial tool for staking to generate interest, leveraged lending, and liquidity mining [7] Token Allocation - 50% is locked for a loss compensation mechanism to protect user rights [6] - 30% is allocated to liquidity pools and ecosystem incentives to support DeFi staking and LP rewards [6] - 10% is allocated to institutions and the team, with a 4-year linear release [6] - 5% is allocated to project party revenue rewards to incentivize high-quality content [6] - 2.5% is allocated to node mining to support governance and verification [6] - 2.5% is allocated to community airdrops and activities for initial user acquisition [6] Platform Revenue - Platform revenue sources include project listing fees, transaction fees, and DeFi protocol profit sharing [5]