延展解释下,HIP-3 本质是开放合约资产上架 HyperCore,重点不是众多基于 HIP-3 的新项目。
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HyperCore 是 Hyperliquid 的现货/合约 L1,俗称的开合约、交易现货就在这,HyperEVM 是与之并行的 L1 EVM。
HyperCore 上架机制:
1. 团队指定,包括 $PUMP 的合约和现货都是团队上架,这个高度接近 CEX 的上币流程;
2. 拍卖机制,先上线的是现货拍卖机制,但是合约上架一直被团队掌控,这次 HIP-3 开放的是 HyperCore 的合约上架机制
说起来有些绕,HIP-3 指定是项目方质押 50 万枚 $HYPE ,可以在 HyperCore 上搭建自己的合约市场,然后可以置顶自己的上币、预言机、做市机制,相当于在 HL 合约市场里套娃了一个合约 DEX
赢得竞拍+交完钱后,项目方可以做任意资产交易,合约、外汇、期权、预测市场。
- 好处:占领长尾市场,消耗 $HYPE
- 坏处:本质上是创造新资产,泡沫🫧会增加
大家会冲向各种概念以及他们的代币和积分,但是大部分不会成为第二个 $HYPE ,只是要博取更多收益,$40-$50 的 $HYPE 已经不符合散户的买入区间,所以 Hyperliquid 创造新廉价资产促进整体销量。
对于项目方而言,这是又一次资产发行的好机会,HL 本体不接受 VC,不代表他们不能接受,HL 本体需要考虑长期发展,不代表他们也在乎长远利益。
总之,这是一次伟大的博弈,每个人都有自己的机会或葬身处。
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