# 币安2024上半年研报研究 By [Yifei](https://paragraph.com/@yifei-2) · 2024-09-23 --- 本文主要参考币安上半年研报：[https://www.binance.com/zh-CN/research/projects/half-year-report-2024](https://www.binance.com/zh-CN/research/projects/half-year-report-2024) 0.上半年融资最多的项目 ------------ ![融资](https://storage.googleapis.com/papyrus_images/28c268a1650b6c650fce4dfc964f0c68b1fe4c5acaf002dc7a2e9c4264761840.png) 融资 **基础架构板块**部署的资金超过 25.8 亿美元，是获得最多风险投资的类别，这可能表明风投机构正在密切关注这些围绕**扩展性、互操作性、模块化和全新区块链基础架构的机会**。多数筹 款活动发生在Pre-A轮和种子轮，表明人们对新兴的Web3初创公司信心十足。 **1.**[**BitVM**](https://bitvm.org/) ===================================== ![bitvm](https://storage.googleapis.com/papyrus_images/15c5b7455f42a397a3320b51d78c6fa930df6e178cf2db2dd2a533d438e1a5d0.jpg) bitvm 币安上半年研报中提到，还处于建设阶段，无项目，可以关注 2.[重质押](https://www.binance.com/en/research/analysis/the-hitchhikers-guide-to-restaking) ======================================================================================== ![restaking](https://storage.googleapis.com/papyrus_images/f6be6f45b4331ad32d31dab946e0e1077b9fce34c7417af699657ef366b3e765.jpg) restaking EigenLayer、Karak、Symbiotic等项目 ### EigenLayer #### 融资 ![](https://storage.googleapis.com/papyrus_images/fed84c58b761c0d4866e92ee19a49e180560c2753ccb5bc82a336c3777051413.jpg) ### **Karak** #### **融资** ![](https://storage.googleapis.com/papyrus_images/5c3685fbaa9445ae35ae0458bf41e3ecb653ff2f3426ce965b138a924beb4716.jpg) ### Symbiotic #### 融资 ![](https://storage.googleapis.com/papyrus_images/be6d087e3e88839f6182858fae30e9a741c17168136c06e95d563d3b2367602e.jpg) 3.[DePin](https://www.binance.com/en/research/analysis/depin-an-emerging-narrative) =================================================================================== ![](https://storage.googleapis.com/papyrus_images/8d3f61195f02517bf0d17437c82dc71b5321706e873408f747b97994d03151a4.jpg) ### Helium(HNT) #### 融资 ![](https://storage.googleapis.com/papyrus_images/b5187a5c26270281c4f25c9b2cb0f40cfcbdad8d7dc8a623b62b0165fc632e61.jpg) #### **代币** ![](https://storage.googleapis.com/papyrus_images/4e787ffbc4cdd617cec4bf4d600085c678e0c4d003f1254f296e33ebe332af39.jpg) ### Render（RENDER） #### 融资 ![](https://storage.googleapis.com/papyrus_images/b5187a5c26270281c4f25c9b2cb0f40cfcbdad8d7dc8a623b62b0165fc632e61.jpg) ![](https://storage.googleapis.com/papyrus_images/e0179f9eae217e49e9923211bba087a01a1618cd4168a5c82ebdb1d66ea46c90.jpg) ### Hivemapper（HONEY） #### 融资 ![](https://storage.googleapis.com/papyrus_images/2540927bbaf7906604a47ab40e2fc507d704e505ad00e7519c48b923078934c9.jpg) #### **代币** ![](https://storage.googleapis.com/papyrus_images/670d584311abb4046e99e23c3b7c59199304b5606c0c792791d0eca869689041.jpg) 4.[Blinks](https://solana.com/solutions/actions) ================================================ ![](https://storage.googleapis.com/papyrus_images/641770a23d889071d01fae6907a86bf5a3be0c9118cdf2ee0b1278190954cb32.jpg) ### Dirft Protocol（DRIFT） #### 融资 ![](https://storage.googleapis.com/papyrus_images/68ffdbcadd30fe766b921f7240afa5729f300c8113812426fc7d4b601acd4a06.jpg) #### **代币** ![](https://storage.googleapis.com/papyrus_images/7c07f0b3154abbf87d256e3e08c3cad2057d67b7748a03bb56a0618141b99761.jpg) **5.模块化** --------- ![](https://storage.googleapis.com/papyrus_images/de5186b140918fd624e0815c1c1d435068c0a05d8a725be42c25564641b7b534.jpg) 除Tia外、币安研报中额外提到了Babylon这个项目，还未发币，值得关注。 ### Babylon #### 融资 ![](https://storage.googleapis.com/papyrus_images/6611ad8c8a41c44f547f51066d8a92d910043e49a9a829798a7bf4f8a4dcd162.jpg) ### Celestia（TIA） #### 融资 ![](https://storage.googleapis.com/papyrus_images/0bbda938c17d7b01199ad0d8ba1d7d87a0640c4d1ed1cfbbae4ebd60361d6ea4.jpg) #### **代币** ![](https://storage.googleapis.com/papyrus_images/53256f061f7dad0caee5a36546fdbd963fc9cd5b37b43db8174a6f81f3d25b74.jpg) ### Eclipse #### 融资 ![](https://storage.googleapis.com/papyrus_images/00f4478024fc790a7cc25f202304eda75cc591f011683c9f761aec5904422e48.jpg) **6.L2** -------- ![](https://storage.googleapis.com/papyrus_images/3d742f5a86b280057734ac349f2138e6df8f77c52b2174b12114f62cc2c6a27c.jpg) 研报里提到了blast的全栈解决方案，构建从软件到硬件的所有内容，并在整个堆栈中进行优化，值得关注。 ### Blast（BLAST） #### 融资 ![](https://storage.googleapis.com/papyrus_images/acbc0814977cf33b8cb5d10d3a4030294af4f32d83d0ce10bd8ab6ebb982abb0.jpg) #### **代币** ![](https://storage.googleapis.com/papyrus_images/1b1818c7c2ed9d264fe9e3ca5738583fe7d52119345a7d11c8b51d05d3bd0090.jpg) 7.SocialFi ---------- 研报中提到处于增长期的两个项目：Lens协议、Farcaster ### Farcaster #### 融资 ![](https://storage.googleapis.com/papyrus_images/74f394a1d630529adcb9017387cae3056b499988e9cb1bd5d840991a7c9f4205.jpg) ### Lens Protocol #### 融资 ![](https://storage.googleapis.com/papyrus_images/7396410ee4d4585d634ee3cb2528c9ac83c6aa3f6480e403a38964c009ec6639.jpg) 8.游戏基础架构 -------- ### XAI（XAI） #### 融资 ![](https://storage.googleapis.com/papyrus_images/28212b026fefd02762e382d7e1ad662f1c34fbd07b01a894e385c732a2aba635.jpg) #### **代币** ![](https://storage.googleapis.com/papyrus_images/ffabb7059841104f5ad1644f1c64d7d8cb62fb7c9bb7c945095ee212c044357b.jpg) 9.L1 ---- ### Monad #### 融资 ![](https://storage.googleapis.com/papyrus_images/a9d21c18271c0a478ff302351749e017ddc66af4afe9ac99f799ae79f4fb0b33.jpg) ### Berachain #### 融资 ![](https://storage.googleapis.com/papyrus_images/2df3ebfa294cc57910b23359d61bc7089aa24f1db617cc01b9e53a05de0ca024.jpg) 总结 -- 从技术资本的角度，当前融资集中于**区块链基础架构**领域，上半年融资最多的项目中，**EVM兼容高性能L1**占大头，其次是**SociaFi**。 以下是笔者个人观点，仅供参考： 从需求的角度而言，类比web2互联网的发展，当前web3还处于拉人头的阶段，远远不到拼性能、卷用户体验的时候，**模块化、高性能L1之类的技术发展是领先于时代的，未必能被现在的市场买单，将更多web2用户引入到web3是主要需求**。因此，基于这个概念，**能把web3之外的用户引入web3的项目就是有想象空间的项目,比如TON。** 综合来看，根据币安上半年研报点出以及发币的项目： HNT当前FDV略高于估值，发展良好，可以买入 TIA、HONEY择时买入 BLAST、XAI、DRIFT需要观察后续发展情况 RENDER目前市值过高，需等待合理价格 --- *Originally published on [Yifei](https://paragraph.com/@yifei-2/2024)*