刚刚在外面，看到消息，手速快立马开了一个 $bgb上次没仓，这回有仓了，怒赚猪脚饭这次先看8U，再看10U https://t.co/CR30w8Api9Bitget中文 (@Bitget_zh):🔥BGB升级为Morph公链代币，2.2亿枚一次性销毁！🚀Bitget与消费级公链Morph达成独家战略合作，加速BGB链上应用与生态扩展！ BGB将成为Morph生态的Gas币与治理代币，同时继续在交易所、钱包等生态中支持Launchpool、手续费折扣等功能。合作亮点： https://t.co/bHRSQE6cb6 ...

Project Recommendations - Recommends several potential "Looming" projects, suggesting opportunities for early participation [1] - Highlights projects with significant funding, such as one with $85 million (85 million USD) in funding [1] Specific Project Details - Suggests participation in an Amber-incubated project, noting off-exchange points valued at $20 (20 USD) each [1] - Mentions a 0G Galaxy task with substantial financing [1] - Points to a project, @SentientAGI, with a Discord activity for obtaining DC roles and Galaxy tasks [1] - Notes that USDC is launching an L1 public chain with a Q3 public testnet launch [1]

Market Trends & Competition - Payment and RWA are currently focused on Ethereum, but traditional giants and crypto giants will likely develop their own public chains instead of relying on existing ones [1] - Stripe and Paradigm collaborated on Tempo, Circle developed Arc, and Tether created Plasma, indicating a trend of companies building their own payment solutions [1] - The payment sector holds significant potential, but companies are inclined to develop their own solutions [1] Ethereum Ecosystem & Investment - Ethereum's recent price surge is driven by capital flow rather than actual ecosystem development [1] - Vitalik Buterin's influence has decreased, and the Ethereum Foundation's selling of assets has had little impact [1] - There are concerns about how much of the payment market share Ethereum can capture if companies develop their own solutions [1]

Strategic Focus & IPO Preparation - OKX's primary focus is pursuing a US IPO [1] - The announcement addresses historical issues related to OKB [1] - The upgrade is considered beneficial for OKX, XLayer, and OKB, potentially accelerating the IPO process [1] OKB & XLayer Upgrade - The upgrade aims to weaken the perception of OKB as solely a platform coin, repositioning it as a public chain coin [1] - XLayer upgrade includes TPS increased to 5000 and near-zero Gas fees [1] - XLayer focuses on DeFi, global payments, and RWA, expanding application scenarios [1] - OKB becomes the sole Gas & Native Token for XLayer, with 65.25 million OKB tokens burned and a fixed issuance of 21 million [1] Product & Technology Integration - OKX prioritizes product and technology development over asset management [1] - XLayer integrates OKX Wallet, Exchange, and Pay [1]

Market Trends & Industry Dynamics - Circle's financial report reveals long-term investments including Sei, a Layer1 public chain [1] - Nansen data indicates Sei's on-chain activity ranks among the top ten public chains [1] - The launch of USDC on Sei is expected to further increase Sei's on-chain activity [1] Investment Opportunities & Potential Risks - Sei has a substantial amount of native USDC minted on its chain, exceeding 160 million USDC [1] - The 160 million USDC minted on Sei surpasses the USDC reserves on Polkadot, Tron, and Algorand [1] - Industry analysis suggests Sei is a well-performing Layer1 public chain [1]

Blockchain Overview - Blockchain technology has evolved from a single peer-to-peer electronic cash system to a diversified public chain ecosystem since Bitcoin's inception in 2009[4] - Major public chains differ in consensus mechanisms, transaction processing speed (TPS), scalability solutions, security priorities, decentralization levels, and interoperability, influencing their unique positioning in various applications[4][5] Key Public Chains - Bitcoin, using Proof of Work (PoW), has a TPS of 7 and a DeFi Total Value Locked (TVL) of $6.9 billion, focusing on value storage but lacking smart contract capabilities[3][4] - Ethereum transitioned to Proof of Stake (PoS) in 2022, achieving a TPS of 14-30 on the main chain and a TVL of $83.6 billion, but faces high gas fee volatility[3][4] - Solana combines PoS and Proof of History (PoH) for a theoretical TPS of 65,000, with actual performance around 2,000-4,000 TPS and a TVL of $9.8 billion[3][4] - Cardano employs a DPoS mechanism with a TPS of over 250 and a TVL of less than $0.1 billion, emphasizing sustainability but experiencing slow development[3][4] - Polkadot's NPoS mechanism supports approximately 1,500 TPS, focusing on interoperability with no reported TVL[3][4] - Avalanche, using PoS, achieves over 4,500 TPS and has a TVL of $1.9 billion, known for its flexible subnet design[3][4] - Cosmos aims for blockchain interoperability with a theoretical TPS exceeding 10,000, but has no reported TVL[3][4] - BNB Chain, with a TPS of 100+, has a TVL of $69.5 billion, but faces centralization risks[3][4] Future Outlook - The blockchain development space is vast, with a trend towards multi-chain coexistence expected to reshape finance, technology, and society[16] - Ethereum is likely to maintain its dominance in the short term, but innovations from other platforms pose significant challenges, with interoperability and sustainability becoming focal points in competition[16]

DeFi Landscape - The report identifies key sectors within the decentralized finance (DeFi) space, including public chains, lending platforms, decentralized exchanges (DEXs), stablecoins, and meme coins [1] - The analysis focuses on identifying leading projects within each of these DeFi categories [1]