不活躍

ChainCatcher 消息，RootData 發佈"殭屍項目"合輯，並將持續更新。本合輯旨在幫助投資者識別潛在風險，推動行業生態的健康發展。據悉，本次合輯首批曝光76個"殭屍項目"，涵蓋DeFi、NFT、GameFi和基礎設施等領域。這些項目多源於2022-2023年的牛熊轉換期，當時融資熱潮退去後，項目陷入不活躍狀態，近半年來沒有更新產品功能或者運營活動，淪為"殭屍"項目。

ChainCatcher 消息，多位社區用戶反饋其自托管比特幣錢包 Alby 中的餘額"被盜"，疑似被 Alby 官方扣除，Alby 在 2025 年 3 月更新的服務條款中規定："已持續一年以上通知用戶將其 2023 年及之前創建的、採用共享錢包（shared wallet）架構的舊版 Alby 賬戶中多餘資金取出。為了更有效地管理這些長期不活躍賬戶，保留在連續 12 個月內無任何交易活動（即無已完成的交易）後，從該賬戶中扣除全部剩餘餘額的權利。"

ChainCatcher 消息，据 Cointelegraph 報導，澳大利亞反洗錢機構 AUSTRAC 要求已註冊但未實際運營的加密貨幣交易所主動撤銷註冊，否則將強制註銷。該機構 4 月 29 日聲明稱，當前 427 家註冊交易所中，部分長期未開展業務可能被犯罪分子收購用於詐騙。AUSTRAC 首席執行官 Brendan Thomas 強調，註冊企業需及時更新運營狀態，否則將面臨"使用或註銷"的處置。AUSTRAC 計劃公布註冊交易所名單以幫助公眾識別合法平台。自 2019 年以來，已有 10 家機構被註銷資格，包括 2024 年 6 月處理的 FTX 當地子公司。今年 2 月，該機構還對 13 家匯款服務商和交易所採取了合規審查措施。目前澳大利亞尚未出台專門加密法規，政府擬在 5 月 3 日大選前推進將交易所納入現有金融服務法的監管框架。

ChainCatcher 消息，Glassnode 發推表示，比特幣仍在適應新的價格區間，鏈上和合約市場的流動性條件也在收縮。比特幣長期持有者並不活躍，進一步加強了市場疲軟和價格橫盤的走勢。

ChainCatcher 消息，Glassnode 在 X 發文稱，比特幣市場目前正經歷一段停滯期，需求和供應雙方都顯示出不活躍的跡象。正如停滯不前的實際市值（Realized Cap）所顯示的那樣，市場的特點是資本流入和流出極少。

ChainCatcher 消息，据 Trader T 監測，8 月機構對比特幣及其衍生品的投資並不活躍，MSTR-BTC 數據中上漲情緒為 +1.1x，下跌情緒為 -1.3x。MSTR-BTC 情緒指的是市場對 MicroStrategy （MSTR）股票與比特幣（BTC）之間關聯的看法和預期，情緒意味著市場對 MicroStrategy 與比特幣的相關性表現出某種程度的傾向性。

ChainCatcher 消息，Trader T 在社交媒體上發布數據分析表示，灰度 ETHE 管理的 ETH 數量在 28 個交易日內減少了 31%，昨日 ETHE 淨流出 535 萬美元。預計 ETHE 將在 108 天內流出 50%（11 月 20 日），但目前市場並不活躍，且交易量極低。

To establish the necessary trust, managed markets have built additional services and operational layers. For instance, childcare markets conduct extensive vetting of providers before they can transact on the market, including real-life interviews, background checks, and building software tools for real-time visibility and location. In real estate, some managed markets have taken on the responsibility for the entire end-to-end process, from repairs to acting as market makers for homes ("iBuyers"). These additional operations come with significant overhead. Moreover, other markets wishing to list suppliers/providers must repeat this effort, leading to inefficiencies in the market.4. Solutions: The Killer Capabilities of CryptocurrencyFrom the perspective of these challenges, cryptocurrency has three killer capabilities that open up new potential directions for market innovation: scalability, on-chain reputation, and payments.1) ScalabilityIf there is one thing cryptocurrency excels at, it is scalability. Cryptocurrency incentives (in the form of tokens) have proven to be a very powerful tool for driving growth.Compared to Web2 markets, cryptocurrency enables markets to grow sequentially through token-based financial incentives, starting from the supply side and then expanding demand. For example, decentralized physical infrastructure networks (DePINs) like Helium and Hivemapper kickstarted their supply side by providing token incentives to participants, while the revenue from the underlying network later caught up.You can apply token incentives to many types of markets that do not exist due to high startup costs. Imagine a hyper-local social network that requires a large number of users to be densely active (similar to Citizen but more broadly applicable to information or real-time events), or a new dating application. In the AI space, we have already seen developers apply token incentives to create new markets that have no precedent in the Web2 world. For example, networks like Vana and Rainfall enable users to contribute data for AI training and earn token rewards. Aggregating long-tail, private, hard-to-access datasets would be nearly impossible without smart incentives to mobilize large-scale user contributions.2) On-Chain Reputation and HistoryOne challenge mentioned above in Web2 markets is that isolated markets need to repeat efforts to establish trust. For example, Uber conducts background checks on all new drivers, but when the same driver downloads the Lyft app, that app also conducts a background check because these platforms are isolated.One application of cryptocurrency is as a portable reputation system. What if this information were stored on-chain and moved as drivers joined any market, rather than requiring each application to conduct separate background checks? Furthermore, other information about provider history, such as reliability and quality, could be represented on-chain, allowing markets to aggregate and leverage a global trust repository. Such a system could eliminate the need for different managed markets to implement their own capital-intensive processes. In Web2, many managed markets provide excellent user experiences, but due to high operational costs, they ultimately become unviable as business models. A global on-chain reputation could fundamentally change their cost structures.You can find a microcosm of this idea in the Farcaster ecosystem. This social media protocol stores posts, likes, follows, and profiles in a decentralized central network. When users install different applications built on this protocol, their social data moves with them. We are already seeing borderless markets emerge on Farcaster. One example is Bountycaster, where users can post and discover bounties on any Farcaster client, leveraging the rich reputation data on the Farcaster network. With this portable social data, you can imagine various new markets emerging in the Farcaster ecosystem, from smart contract auditing markets to expert markets leveraging Farcaster's connection graph and reputation.3) PaymentsFacilitating payments is a core component of modern markets, but in Web2, supporting cross-border payments requires internationalization across various local systems. This is particularly important for digital markets, as customers and suppliers are often far apart. For example, over 80% of YouTube users are located outside the United States. To support local currency payments in each geographic region, platforms must integrate with international payment gateways. This often results in some marginal areas being underserved, especially for resource-limited, nascent markets or platforms that cannot internationalize.Cryptocurrency can operate internationally from the outset, enabling transactions between anyone with a crypto wallet. This allows resource-limited markets to have a global impact from the beginning. For example, I recently purchased an NFT in a blockchain data community called bytexplorers, which allowed me to pose data-related questions to an analyst community. Analysts who answered correctly received token rewards, enabling seamless payments and global participation.5. Opportunities for Next-Generation MarketsIf I have learned anything from my years in market venture capital, it is that the best opportunities arise when builders leverage new technologies to create significant improvements for end users. Each generation of market builders has utilized new technologies to unlock new markets that previously could not exist.Cryptocurrency represents the next stage of this evolution. By leveraging token incentives for scaling, new markets can grow in a more capital-efficient manner. On-chain reputation and history can reduce the overhead for any given market operator. Cryptocurrency-based payment methods allow markets to operate seamlessly across borders from the outset. All of this will not only improve existing markets but also give rise to new markets that can only exist under new cost structures and scaling strategies.ChainCatcher 消息，分析公司 CryptoQuant 追蹤的數據顯示，在 1 - 2 年內不活躍的 BTC 數量有所下降，這是比特幣價格維持在歷史高位附近時持有者獲利的跡象。Marex Solutions 數字資產聯合主管 Ilan Solot 週三在一封電子郵件中表示："在比特幣價格創下歷史新高後，持有比特幣 1 年和 2 年的地址一直在賣出。這抵消了長期持有者（+3年）的積累。"

ChainCatcher 消息，Bitfinex 在週一的一份報告中表示，比特幣自 3 月份以來的下跌可能是由長期持有者拋售所致。然而，區塊鏈數據顯示，這一趨勢已經停滯，投資者正在積累比特幣。鏈上分析公司 CryptoQuant 在週二的一份報告中稱，50%的長期比特幣供應是"不活躍的"，在其跟蹤的錢包中，比特幣的持有量沒有任何變動或變化。這被認為是一個強烈的長期持有信號，這可能預示著價格的進一步上漲。因此，圍繞比特幣持續增長的情緒仍然"頑固看漲"，QCP Capital 也注意到交易活動有所增加。

ChainCatcher 消息，据彭博社報導，根據加密市場數據提供商 Kaiko 數據，2023 年至今至少有 3,445 個代幣或交易對已被下架或長期不活躍，在過去幾年加密貨幣市場的動盪中，它們很可能會被刪除。研究人員發現，這已經比 2022 年全年高出 15%，是 2021 年的兩倍。

ChainCatcher 消息，据官方治理頁面顯示，Aave 社區已於上週五通過" BUSD 下架計劃第二部分"提案的鏈上投票，並已執行。該提案涉及修改 BUSD 風險參數和去除 POL BUSD 流動性，以為不活躍的 vBUSD 債務持有人創造不可持續的頭寸，以激勵其償還或達到清算門檻。此前，Aave 已於 3 月份執行 BUSD 下架計劃的第一部分，即更改 Aave V2 以太坊池中 BUSD 儲備的利率策略並增加 ReserveFactor（儲備系數），去除流動性並激勵活躍用戶償還債務並將其頭寸轉移到其他穩定幣。（來源鏈接）

ChainCatcher 消息，TON 驗證者正準備對一項改變該項目代幣經濟學和供應的提案進行投票。如果該投票通過，將通過"凍結 48 個月然後解凍"的方式減少 Toncoin 20% 左右的供應量，這些凍結的 Toncoin 大約 10 億枚，來自不活躍 TON 礦工帳戶。TON 團隊表示，該提案可能會影響 Toncoin 的市值，目的是通過減少鯨魚錢包的控制來增加網絡的去中心化。據悉，TON 是由 Telegram 設計的完全去中心化的Layer1區塊鏈，TON 代幣總供應量為 50 億枚，目前有 14.7 億枚 TON 在流通。TON 網絡驗證者需要持有超過 300,000 TON （價值約 700,000 美元）。（來源鏈接）