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An oracle is not a shortcut to "truth." It is a boundary. On BandChain, data scripts define which sources are queried and how validator reports become one result. Better data decisions start with asking: source, method, threshold, proof.
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⚛️ Cosmos chronicles 📰 🔎 Discover the latest developments and opportunities in the Cosmos network! 🌎 📣Spread the news! 🗞️ 🔔Stay informed and updated! 🎁Donation: cosmos1edwj9fhuugzggcv5magm9j4vnur4hzsfh7upu8 1⃣ @BZEdgeCoin v8.1.0 upgrade proposal has been successfully accepted on the BZE blockchain, with the upgrade scheduled for one day. The upgrade supports the Burner, Rewards, TradeBin, TokenFactory, and CoinTrunk modules with a focus on higher performance, security, and efficiency. 2⃣ @RujiraNetwork increased bRUNE Staking cap from 50k to 2 million. bRUNE offers liquidity via live bRUNE/RUNE market, no withdrawal periods, and supports market-making strategies. Алсо and Rujira announces the listing of the $RUJI token on CoinMarketCap. 3⃣ @cryptodungeonma highlights the bonding curve mechanic in Dungeon Games, where users can burn DGN tokens for DRAGUU at a current ratio of 50:1. 4⃣ @cosmoshub announces a survey in which Cosmos Labs seeks feedback from the community to improve its communication practices: x.com/cosmoshub/status/20488… 5⃣ @adenaapp announces the integration of AtomOne into the Adena wallet v1.19.0 as the first chain outside of Gno.land, demonstrating the multi-chain architecture. Users gain a single view for asset management, sending/receiving ATONE and PHOTON, AMINO/DIRECT signing, and dynamic fees. The update prepares Adena as a core wallet for the growing ecosystem around Gno.land and Cosmos-based chains like AtomOne before mainnet. 6⃣ @NolusProtocol announced a buyback of 35 million NLS tokens, paid entirely with actual protocol revenue, not through minting or subsidies. 7⃣ @POSTHUMAN_DVS are expanding beyond Cosmos as a validator, building multi-chain presence on Solana, Avalanche, NEAR Protocol, Monad, Espresso, and Canton Network while staying true to decentralization: x.com/posthuman_dvs/status/2… 8⃣ @SentinelP2P announces a refresh of the Sentinel P2P documentation on docs.sentinel.co with a modern UI, updated SDKs, and a restructured node section. 9⃣ @cosmos showcases how Figure, the largest non-bank HELOC lender in the US, reduced lending costs by 117 basis points and accelerated loan disbursements 3-8x using Provenance, a blockchain built with the Cosmos SDK. 🔟 @lavanetxyz announces a partnership with Israeli fintech BitCore, where it provides infrastructure for custody, settlement, and cross-chain interoperability, and also invests capital through an equity stake in $LAVA tokens. 1⃣1⃣ @regen_network shares an opinion from Gregory Landua on the convergence of three independent open-source stacks – RegenCoordinate Org-OS, Curve Labs' Egregore, and RegenOS KOI – towards the same agent-native architecture for organizational workspaces. 1⃣2⃣ @SigeaOfficial announces that starting April 24, 2026, all data in Sigea Cloud Labs, including those previously uploaded to Jackal Protocol, will be redirected to Akave Network. Sigea is a mobile and desktop application for private data storage with end-to-end encryption that emphasizes users’ right to their property. The change reflects a transition to Akave, Avalanche’s decentralized platform with a focus on scalability, on-chain data lakes, and support for AI workloads, while Jackal is a Cosmos-based privacy storage solution. 1⃣3⃣ @OndoFinance announces partnership with Broadridge to add voting and corporate governance capabilities to over 250 tokenized stocks and ETFs. 1⃣4⃣ @ShentuChain announces Proposal #54 for Mainnet upgrade to version v2.18.0, scheduled for May 19, 2026 at around 13:00 UTC on block 29,367,500. 1⃣5⃣ @BandProtocol announces the successful adoption of BCIP:20 and the upgrade of BandChain to V3.1.3, optimized for XRP Ledger performance. The upgrade brings higher throughput, cheaper data feeds, and improvements that apply to all Band v3 users and will be activated on May 7, 2026. 1⃣6⃣ А massive participation by @injective stakers in a mainnet upgrade vote, with over 32 million $INJ staked and 100% approval at the time of publication. The upgrade optimizes the network’s technical performance, improves on-chain modules, and strengthens the $INJ buyback mechanism; it has already been approved and is scheduled for April 28, 2026. 1⃣7⃣ @THORChain announces Monero integration is potentially weeks away and will enable permissionless swaps to the most private crypto asset without KYC. This allows wallets and aggregators to natively trade cross-chain without intermediaries, wrapped tokens or identity layers, unlike centralized exchanges. Integration is facilitated via a Native API with direct access to functionality, quotes and tracking, supported by an official guide and permissionless infrastructure. ✅ Governance proposals 🔔 1⃣ @orbit__labs announces that the Terra Classic upgrade proposal v14_2 (core v4.0.1) is now live for voting with ID 12221. The upgrade is a patch release after v4.0.0 and fixes legacy historical queries, staking/delegation requests, WASM IBC handling, and API/Swagger documentation: validator.info/terra-classic… ⚛️Cosmos top 24h gainers GenesisL1 $L1 75.7% The Sevens $T7S 49.6% Dora Vota $DORA 47.7% #Cosmos #News #UPDATE #DeFi #Crypto #CryptoNews #NFT #Airdrop #IBC #CosmosEcosystem #ATOM
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BANDCHAIN OPTIMISES PROTOCOL FOR XRP LEDGER INTEGRATION @BandProtocol officially approves BCIP:20, upgrading BandChain to V3.1.3 to achieve performance parity with the $XRPL. The V3.1.3 mainnet activation is scheduled for May 7, introducing higher throughput and significantly cheaper oracle feeds for the entire ecosystem. This optimization enables seamless data delivery for decentralized applications on $XRPL and all existing @BandProtocol v3 users. Current metrics suggest the upgrade will minimize latency for institutional-grade feeds as the network scales for global demand.
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Delighted to share that BCIP:20 has passed! BandChain upgrades to V3.1.3, built to match the high performance of XRP Ledger. Higher throughput, cheaper feeds, seamless optimization. Not only for XRPL, but also for everyone on Band v3. Activates May 7. Save the date!
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Band runs on its own chain - BandChain (Cosmos SDK) designed specifically for oracle computation, not general-purpose execution. That gives it an edge most people miss: • ~2-second block times • 4–6 second data finality for oracle requests • fully customizable “oracle scripts” for data sourcing This isn’t just a feed system. It’s a dedicated data layer for Web3.
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Step 3️⃣: BandChain Verification Next, check the VRF oracle script contract on BandChain to verify the inputs and outputs. True transparency means everything is verifiable cross-chain! 🔗 Verify the transaction here: cosmoscan.io/request/2582545…

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🌐 Step 3: Band VRF on BandChain The off-chain hash output timestamp from ETH are used as inputs for a second, independent randomization on BandChain. Output → VRF_bytes 🔍 VRF Oracle Script: cosmoscan.io/oracle-script/4…

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Fully Transparent. Fully On-Chain. Winners are randomly selected using Band VRF on Ethereum and BandChain. Verifiable, trustless, and open for anyone to audit. No black boxes. No backdoors. Just provably fair randomness.
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Band Protocol’s architecture is distinct because it offloads data fetching and aggregation off chain onto BandChain, a purpose-built Cosmos-SDK blockchain optimized for performance, decentralization, and scalability. Validators aren’t passive they actively secure, execute, and aggregate oracle data in a decentralized consensus.
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Band made a non-obvious design choice early on: Instead of deploying oracle contracts inside other chains, they built BandChain, a dedicated oracle blockchain. Why? Because data has different requirements than apps: - low latency - fast finality - cross-chain delivery - predictable execution under stress
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They protect themselves and the ecosystem with one action Staking $BAND is both beneficial to the user and strengthens $BAND itself For many, staking is simply interest and passive income But in the case of @BandProtocol, it plays a much more important role Here, staking is not an add-on, but a foundation When a user stakes $BAND, they delegate tokens to a validator Thereby strengthening network security and data quality > Now let's look at it from the user perspective Staking BAND yields about 18% per annum But the main thing is not just the income - In the @membit_ai system, staking confirms real human participation (A minimum stake of 10 BAND already makes an account full-fledged) Bots become meaningless and fake activity is cut off at the mechanical level This results in a simple and powerful model for Membit > The user receives points and income, and the ecosystem receives protection and honest participation > BandChain gains security, and $BAND gains value through real demand The more protocols need data, the greater Band's role And the more important staking becomes as the foundation of the entire system As long as Web3 and AI depend on real data, $BAND will be needed And those who stake will be at the center of this process
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They have secured a successful 2026 and future overall 🗒: How @BandProtocol provides itself and others with what everyone needs Band used to be perceived as a regular oracle for DeFi Over time, it became clear that it solves a much more fundamental problem > It works with data, and data is always needed At least in the current narrative of prediction markets, this will be an excellent feature Most DeFi protocols do not know what is happening outside the blockchain - They do not see prices, the market, or the state of assets Every loan, liquidation, and transaction depends on data feeds, which Band provides > Blockchains are isolated, their work is entirely internal - They do not receive external information themselves Data feeds transfer this data to smart contracts > Band has built a model around this process Data collection, verification, and publication occur on chain Feeds are stored in BandChain and transmitted to other networks Data is taken from various sources Validators check it and filter out errors Information is sent to other blockchains through Data Tunnels > Now lets look at the market Perp-DEX, landing pages, Prediction platforms, and synthetics work every second - They constantly need prices and updates The more such protocols there are, the higher the demand for Data Feeds Do you understand the connection with prediction markets now? As long as Web3 exists, data will be needed, and Band will supply it
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Watching closely how the oracle module communicates with bandchain and ibc. that part seems key.
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If you're familiar with the @BandProtocol project listed on Binance, then you shouldn't miss @membit_ai . 🐰 Membit is a promising new product developed by the Band Protocol team, launching in August 2025. Membit defines itself as "The Context Layer for AI". 🌟Project Goals: - Solve the biggest problem of current AI models: data latency. - Provide "clean" and "validated" data to users. - Democratize AI training for the community through a network of Data Hunters. - Provide the fastest and most accurate data infrastructure so that AI agents can make instantaneous decisions. ✅ The Membit project is very new; you can join now for a chance to win rewards in the future: 1⃣ Access: hunter.membit.ai/?code=TZZLJ… - Download the extension - Connect with X - Every time you use the X platform, the system will automatically collect data from your posts to earn points. 2⃣ Return to the website, click on My Membit --> Connect to X 🧪 Connect Discord and a wallet that supports the Bandchain network --> Discord Link: discord.com/invite/mbRuVQURG… --> Download Keplr wallet: chromewebstore.google.com/de… 🧪 Earn the Ranger and Champion roles by participating in events in the #announcements channel. . Get the Hunter role again: app.galxe.com/quest/JryTZ7Va… . Collecting all 3 roles will give you a total of 600% bonus points. 🧪 You can stake $BAND to increase your bonus points. That's it, good luck with #Membit!
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- @BandProtocol @membit_ai AI là nền tảng đầu tiên trên thế giới cho phép người dùng biến thời gian trực tuyến của họ thành ngữ cảnh thời gian thực (real-time context) dành cho AI, giúp các agent AI tiếp cận với các cuộc trò chuyện toàn cầu một cách trực tiếp và liên tục. - Dự án được hỗ trợ bởi Band Protocol – một blockchain oracle cung cấp dữ liệu đáng tin cậy cho các ứng dụng DeFi và AI. - #MemBit tập trung vào việc thưởng điểm (points) cho người dùng thực sự đóng góp dữ liệu chất lượng, chống lại bot và Sybil attack thông qua cơ chế staking. - Kế hoạch staking của MemBit liên quan đến việc stake token BAND (coin của Band Protocol) trên BandChain. - Đây không phải là staking để kiếm BAND mà chủ yếu để tăng bonus points trong hệ thống MemBit, giúp người dùng (gọi là "Hunters") kiếm được nhiều điểm hơn để tham gia airdrop hoặc phần thưởng tương lai. - với mục tiêu khuyến khích sự cam kết lâu dài và loại bỏ người dùng giả mạo.Cách thức Hoạt động của Kế hoạch StakingStaking BAND hoạt động qua các validator trên BandChain, và được tích hợp trực tiếp vào dashboard MemBit (hunter.membit.ai/dashboard). - Quy trình chính bao gồm: Chuẩn bị ví và token: Sử dụng ví tương thích như Leap Wallet, Keplr, Cosmostation hoặc Ledger. Mua BAND trên sàn như Binance, KuCoin hoặc Gate.io, sau đó rút về mạng BandChain (không phải ERC-20 hay BEP-20 để tránh lỗi). *** Kết nối Wallet:Truy cập dashboard MemBit, kết nối ví BAND. Lưu ý: Chỉ pair được 1 ví duy nhất, không thể thay đổi sau này. ** Stake BAND:Chọn validator đáng tin cậy (dựa trên commission thấp và uptime cao). Delegate BAND (tối thiểu 10 BAND để kích hoạt bonus). Video hướng dẫn: YouTube staking membit *** Kích hoạt Bonus: Kết nối Discord để nhận role (Hunter: 100%, Ranger: 200%, Champion: 300%). Role được cấp qua Galxe: Claim Hunter Role. Bonus points được tính hàng ngày dựa trên lượng stake, sau đó lấy trung bình theo thời gian stake. **** Unstaking:Có thời gian unbonding 21 ngày. Nếu unstake sớm, bonus sẽ giảm tỷ lệ thuận theo số ngày tham gia (không phạt nặng, chỉ giảm lợi ích). Hệ thống tính Grand Total Points = Raw Points × (1 Total Bonus Multiplier), trong đó Total Bonus = Staking Bonus Community Role Bonus. Leaderboard mới (hunter.membit.ai/leaderboard) hiển thị điểm thô để đảm bảo minh bạch.Lợi ích và Cấu trúc BonusStaking không chỉ tăng điểm MemBit mà còn góp phần bảo mật BandChain và chống bot (yêu cầu cam kết tài chính thực sự). Dưới đây là bảng tóm tắt multipliers:Lượng Stake BAND Staking Bonus Multiplier (tối đa) APY trên BAND 10 BAND 100% 100 BAND 300% 1,000 BAND 700% 10,000 BAND 1,500% Kết hợp với Role: Tối đa 1800% (ví dụ: 10,000 BAND Champion role). Lợi ích khác: Tăng thứ hạng leaderboard, ưu tiên airdrop tương lai, và APY ổn định từ BandChain 18% APY Lưu ý : wallet vĩnh viễn – sai ví sẽ mất bonus. Unbonding 21 ngày có thể gặp biến động giá BAND. Staking không bảo vệ khỏi slashing nếu validator kém. *****Note : Yêu cầu: Phải có role Hunter trên Discord Band (discord.bandprotocol.com). Không stake = không bonus, nhưng vẫn kiếm raw points bình thường (không bị phạt). @band_intern @space_agri
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预测市场二级投资标的指南——基础设施层 传统的预测市场(如早期的Augur)往往采用单体架构,即同一协议负责发盘、交易、预言机报告和争议解决。这种模式导致了流动性割裂、用户体验差和资本效率低下。 2024-2025周期的核心创新在架构升级: 第一层:执行与结算层 (Layer 1 - Execution) 第二层:数据与预言机层 (Layer 2 - Data & Oracle) 第三层:流动性与应用层 (Layer 3 - Liquidity & Application) 第四层:仲裁与决议层 (Layer 4 - Adjudication) 本报告将逐层拆解各层级核心投资标的。仅作参考,dyor 第一层:执行与结算层 (Layer 1) 定位:承载预测市场交易的底层账本,决定了交易的成本、速度与资金的安全性。 1.1 @gnosis_ (GNO) 简介:Gnosis 3.0 Gnosis 已转型为基础设施集团。核心由 Gnosis Chain(执行层,EVM 侧链)、Gnosis Pay(支付层,打通 Visa 网络)及 GnosisDAO(资金层)构成。它是 Azuro、Omen 等预测市场协议的首选部署地。 核心代币 GNO 与供应 GnosisDAO 执行极激进通缩。依据 GIP-116 提案,DAO 批准销毁了 315 万枚 GNO,将总供应量锁定在约 300 万枚,通过减少流通盘直接提升单位代币账面价值。 核心价值 资产组合效应:国库持有大量 ETH、stETH、COW 等资产,通过回购销毁 GNO,使持币者在国库资产中的份额被动增加。 支付网络飞轮:Gnosis Pay 提供 4%-5% 消费返现(以 GNO 支付)。用户为获得高等级返现卡(如 Orca 级),需锁仓大量 GNO(如 1000 枚),创造强劲的锁仓需求。 Gas 刚需:作为 L1 原生代币,承载预测市场频发交易的 Gas 费。 1.2 @HyperliquidX (HYPE) 项目定位: Hyperliquid 不仅是交易所,也是定制的 L1 区块链。通过 HyperBFT 实现亚秒级确认,体验接近 CEX。其核心创新是通过 HIP-4 提案推出“事件永续合约(Event Perpetuals)”,对抗 Polymarket 的二元期权模型。 产品创新:事件永续合约 无预言机持续喂价:交易期间价格完全由买卖双方决定,预言机仅在事件结束时介入结算。这杜绝了因预言机延迟导致的套利。 15分钟集合竞价:引入开盘拍卖机制,防止抢跑,发现公平价格。 无资金费率:二元结果无需锚定现货价格,持有成本低。 核心价值 市场创建质押 :HIP-4 规定,任何用户创建新市场必须质押巨额 HYPE(如 50 万-100 万枚)。若恶意结算,质押将被罚没并销毁。 PoS 质押:验证者需质押至少 10,000 HYPE 维护网络共识。 费用折扣:持有 HYPE 获得交易手续费折扣,激励高频交易者持币。 第二层:数据与预言机层 (Layer 2) 定位:连接现实世界与链上智能合约,负责数据的获取、验证与传输。 2.1 @chainlink (LINK) 项目定位:与 Polymarket 深度集成。核心依靠 Data Streams 和 Automation 解决确定性数据的即时结算。 核心价值 Data Streams (低延迟):采用“拉取(Pull)”模式,数据亚秒级上链。这对于滚球盘至关重要,能显著减少滑点和抢跑风险。 Staking v0.2:节点运营商需质押 LINK。若数据偏差或停机,质押被罚没,为数据质量提供经济担保。 2.2 @switchboardxyz 项目定位:长尾与隐私 Solana 生态主打无许可(Permissionless)预言机,允许开发者为长尾资产定制数据源。 核心技术:TEE (可信执行环境) 黑盒运行:预言机在加密环境中运行代码。 价值逻辑:可以访问受密码保护的私有数据源(如公司内部财报、付费 API)而不泄露原始凭证。这是 Chainlink 较少覆盖的企业级对赌场景。 2.3 @BandProtocol (BAND) 定位:AI 数据层 转型为“AI 与 Web3 的统一数据层”。BandChain v3 基于 Cosmos SDK,通过 IBC 协议提供跨链服务。 AI 叙事与价值 AI 数据喂养 (Membit):随着 AI Agent 参与预测市场,它们需要大量验证过的真实数据做决策。Band 推出的 Membit 定位为 AI 的数据加油站。 跨链服务:节点通过质押 BAND 维护 DPoS 共识,处理跨链数据请求。 2.4 @Api3DAO 项目定位:第一方预言机 由数据源直接运行节点。 核心机制:OEV Network 痛点:预言机更新往往触发清算或剧烈波动,产生 MEV(最大可提取价值),传统模式下被矿工捕获。 解决方案:API3 拍卖数据更新的权利。搜索者竞拍支付费用以获得优先更新权。 价值回流:竞拍费用直接回流给协议和 dApp,为高杠杆预测市场创造额外现金流。 第三层:流动性与应用层 (Layer 3) 定位:聚合流动性,提供交易前端,将基础设施转化为用户可用的金融产品。 3.1 @azuroprotocol (AZUR) 项目定位:流动性即服务 Azuro 不是博彩网站,而是去中心化后端协议。采用“Liquidity-as-a-Service”模式,允许任何前端接入其流动性池。 核心机制:Peer-to-Pool 统一流动性:类似 GMX 的 GLP 模式。LP 存入 USDT 形成统一资金池,作为所有赛事的对手方。 收入模型:玩家输钱归入池,赢钱从池出。协议抽取“点差(Spread)”作为收入。 长尾优势:相比订单簿,该模式能瞬间为成百上千个冷门赛事(如次级联赛)提供流动性,无需单独做市商。 价值捕获 AZUR 代币用于治理,部分协议收入用于回购销毁或激励 LP,通过生态飞轮捕获价值。 第四层:仲裁与决议层 (Layer 4) 定位:处理主观争议的最高法院,确保在数据源失效或模糊时系统的安全性与公正性。 4.1 Kleros @Kleros_io(PNK) 项目定位 去中心化仲裁协议。当预言机对主观问题无法定论时,Kleros 是最终裁决者。 核心:谢林点 (Schelling Point) 质押门槛:用户必须质押 PNK 才能被随机抽选为陪审员。 奖惩机制:陪审员独立投票。若投票结果与多数人一致(Coherent),获得仲裁费和奖励;若不一致,质押的 PNK 被罚没并分配给诚实陪审员。 安全锚定 PNK 的市值是系统的安全防线。市值必须足够高,以增加攻击者购买 51% 代币操纵结果的成本。PNK 价值需随预测市场 TVL 增长而上升。
Polymarket 尚未发币,二级市场还能投什么? 预测市场当前基本面强劲,而随着世界杯到来,更会迎来新一轮爆发,增长势头将会到达顶峰,其中的机会不言而喻 但当前绝大多数资本仍仅仅停留在围观Polymarket的交易量上。由于Polymarket尚未发币(尽管CMO已确认未来计划),而另一家寡头Kalshi 则是私有公司,二级投资者面临“无的放矢”的困境。因此作者给出三个层级的潜在优质标的。仅作参考,dyor 直接协议层: 发行了代币且业务直接涉及预测市场的协议( Rain, Limitless,Drift等)。 基础设施层: 提供预言机、流动性层或结算服务的项目(Gnosis,Chainlink,Azuro等)。 传统股权层: 整合预测功能的上市公司(Robinhood, Coinbase, DraftKings等)。 预测市场二级投资标的指南——已经代币化的预测项目 这一部分是预测市场赛道最直接的投资标的。这些协议通常通过代币捕获协议收入、治理权或作为交易激励,与平台业务增长高度正相关。 1. @Rain__Protocol ($RAIN):预测市场的 "Uniswap" rain.one/ 核心叙事: 去中心化长尾市场 上市公司国库资产 1.1 简介  如果说 Polymarket 是预测市场的“币安”(中心化筛选、精品导向),那么 Rain Protocol 就是Uniswap。Rain 建立在 Arbitrum 之上,旨在解决市场创建的门槛问题,允许任何人就任何事件开设赌局 。 1.2 项目特点与差异化 无需许可的市场创建: 彻底去除上币委员会。用户可以基于任何事件(如“某 DAO 提案是否通过”、“当地天气”)创建市场。这使得 Rain 能够捕获那些被大平台忽视的、极其碎片化但总量巨大的长尾需求 。 混合预言机架构: 引入 AI Agent(基于 Olympus AI)作为第一层决议机制,只有在 AI 结果被挑战时才引入昂贵的人工仲裁。这种架构大大降低了结算成本,使小额、高频市场经济上变得可行 。 1.3 代币经济学 ($RAIN): 通缩机制: 协议对每个市场收取交易费,其中 2.5% 的交易量直接用于在二级市场上回购并销毁 $RAIN 代币。这意味着代币价格与协议使用量呈机械性的正相关 。 机构背书: 纳斯达克上市生物科技公司 Enlivex (NASDAQ: ENLV) 宣布采用以 $RAIN 代币为核心的数字资产国库策略。这不仅为 $RAIN 提供了类似 MicroStrategy 买比特币的法币买盘,还通过上市公司的背书提升了项目的合规与可信度 。 2. @trylimitless ($LMTS):Base 链上的“二元期权”limitless.exchange/ 核心叙事: 高频短线预测 零爆仓风险 2.1 简介  Limitless 是建立在 Coinbase 推出的 L2 网络 Base 上的头部预测市场。与关注长周期政治事件的平台不同,Limitless 专注于极短周期(5分钟、15分钟、1小时)的加密资产和股票价格预测,本质上是一个去中心化的二元期权交易平台 。 2.2 项目特点与差异化 CLOB(中央限价订单簿): 摒弃了 AMM 模型,采用订单簿模式。这提供了更窄的点差和更符合传统金融交易员习惯的体验,对于高频交易至关重要 。 每日/每时市场: 相比于常见宏观事件,Limitless专注于短期价格市场提供了持续的交易流水,用户粘性和复购率高 。 2.3 代币经济学 ($LMTS)  $LMTS 总供应量 10 亿枚,于 2025 年 10 月 TGE 。 回购机制: 协议将 0.25% 的交易手续费 用于从公开市场回购 $LMTS,支撑了币价,还将平台的换手率转化为代币价值 。 主要风险: 需注意 2026 年 4 月 将迎来早期投资人和国库的大额解锁,届时可能会有较大的抛压 。 3. @SX_Network ($SX):体育博彩应用链与 P2P 革命sx.bet/ 核心叙事: 应用链 点对点串关 3.1 简介  SX Network 是一个专门为体育博彩构建的 Layer 3 应用链(基于 Arbitrum Orbit 技术),其核心应用 SX Bet 是全球最大的区块链体育博彩交易所 。 3.2 项目特点与差异化 点对点串关(P2P):传统体育博彩中,串关通常由庄家定价,抽水极高。SX 推出的 P2P 串关允许用户自己做市,或者与其他用户对赌,消除了“庄家优势”,赔率通常优于传统 Web2 博彩平台 。 自有应用链: 从 Polygon 迁移到自建的 L3 链,这意味着 SX 拥有独立的区块空间,不会因为其他链上活动(如 Meme 炒作)导致网络拥堵,保证了体育直播博彩所需的即时结算体验 。 3.3 代币经济学 ($SX)  $SX 是 SX Network 的原生 Gas 代币和治理代币。 费用回购销毁: 类似于 Rain,SX 也实施了协议收入回购。特别是在推出 P2P 串关后,SX 在短短四天内就回购了超过 38 万枚 $SX 代币。100% 的协议费用都流向了代币回购和社区基金 。 Gas 消耗: 作为一条公链的 Gas 代币,随着链上生态(不仅仅是博彩)的发展,$SX 具有底层的刚性需求。 4. @DriftProtocol ($DRIFT): Solana 上的dex 和预测市场drift.trade/ 注意: 作者并没有找到 Drift 的预测市场的入口(B.E.T),但其官方,以及社交媒体都确定已于去年 8 月上线该功能。清楚具体情况请告知或dm。建议在投资前先进入其 DApp 确认 "BET" 功能的活跃度。以下特点基于其公示,以及官号信息。 核心叙事: 资本效率 全仓保证金 4.1 简介 & 现状说明  Drift 是 Solana 上最大的永续合约协议之一。2024 年 8 月,Drift 推出了名为 "B.E.T" 的预测市场产品 。 4.2 项目特点与差异化 资本效率: Drift 的杀手锏是全仓保证金。用户在 Drift 上做多 SOL 的保证金,可以同时用来购买预测市场的“Yes”份额。而且,存入的保证金(如 USDC 或 SOL)在下注期间仍可产生借贷收益。 对冲工具: 它是目前唯一能在一个账户内实现“做多 BTC 价格”同时“买入 BTC 年底突破 10 万的 Yes 合约”进行对冲的平台。 4.3 代币经济学 ($DRIFT) $DRIFT 主要作为治理代币。虽然目前没有像 Rain 或 SX 那样激进的直接回购销毁机制,但 Drift 的多产品线(Perps, Spot, Earn, Bet)产生的收入规模巨大,未来通过治理提案引入费用开关的预期很强。 第二部分:潜在关注标的(未发币) 这一板块目前无法直接购买代币,但代表了行业最顶级的流量和技术,需密切关注其空投或发币计划。 1. @opinionlabsxyz ($OPN - 待定)opinion.trade/ 简介: 由 YZi Labs (原 Binance Labs) 领投的全链预测市场,建立在 BNB Chain 上 。 特点: 结合了 AI 预言机和全链民意调查。其 "Opinion Stack" 旨在利用 AI 解决长尾市场的决议问题,并获得了币安系的强力资源支持。 状态: 未发币。目前处于积分/测试网阶段,是撸空投(Airdrop Farming)的重点目标。请警惕市场上同名的假币。 2. @Polymarket (可能$POLY)polymarket.com/ 简介: 行业绝对龙头,交易量占据 80% 以上市场份额。 状态: 未发币。创始人多次暗示会有空投,但目前只能通过刷交易量博取未来资格。Polymarket 本身不发币,但它是整个赛道的风向标。 3. @Kalshi kalshi.com/ 简介: 美国 CFTC 监管的合规预测市场,法币入金。 状态: 私有公司(股权)。无发币计划,主要通过传统股权融资。适合关注其对监管政策的推动作用。
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