https://twitter.com/CryptoGucci/status/1480363005728616450
努力争取到2021年5月1日之前成为一个Defi 行业的成熟Observer和Defier，未来会更多关注Defi 的发展，跟着行业一起进步。
上周的大跌对于Defi tvl 有不小的冲击，回撤了30B+ $
1/ This week in #DeFi, a thread There is $91b locked in DeFi on #Ethereum
@DATA_Index 1st quarterly rebalance is live
https://twitter.com/DATA_Index/status/1478046187303231489
第一季度资产rebalance 新增ENS，减少了$BAT,增加$FIL和$LINK(上次应该买LINK 下次不知道什么时候有机会了)
The Graph(GRT) 这个项目不是很熟
The Graph is an indexing protocol for querying networks like Ethereum and IPFS. Anyone can build and publish open APIs, called subgraphs, making data easily accessible.
The Graph（GRT）是市场上最早的去中心化索引和查询软件之一，相当于区块链上的谷歌。
有了它，dApp利用智能合约将数据添加到以太坊上。
The Graph最近还集成了多种DeFi协议，包括Uniswap，AAVE，Decentraland，Gnosis，Balancer，Synthetix，Polkadot，Fantom等。
The Graph开发之前
简单来说，索引可以对数据进行分类，方便查找。
Google就是一个很好的索引平台，大大减少了用户在网上查找和使用信息所花费的时间。
如果没有数据索引，用户需要手动在一大堆杂乱无章的数据存储中寻找所需的信息。
在使用Graph之前，开发人员必须编写自己的索引代码，并在中心化平台上维护服务器和数据库。
这就会造成索引数据被dApp恶意或错误地操纵，单个服务器可能会脱机。
借助去中心化的网络，用户将不需要依靠团队来操作服务器。
The Graph使用GraphQL，这是Web开发人员社区广泛使用的一种开源查询语言。
TheGraph提供了强大的API，可以在单个请求中准确地获取用户所需的数据，从而无缝组合数据源。
The Graph
The Graph于2018年7月发布，2020年12月17日启动，在以太坊上运行，支持IPFS。
The Graph允许程序员构建API（应用程序编程接口，The Graph把它称为子图），提取基于Web 3.0构建的dApp的区块链数据。
The Graph能够索引来自以太坊，IPFS和PoA网络的数据。这样，The Graph消除了查询的技术障碍。
The Graph的主要目标是实现开发人员轻松访问链上数据，构建dApp。
Chainlink对dApp之间的数据共享至关重要，The Graph利用Chainlink将索引的数据可用于智能合约。
所有子图都是Chainlink预言机的潜在数据源，智能合约还可以使用Chainlink预言机触发The Graph上的数据索引。
The Graph如何工作
Graph结合了区块链技术和高级索引协议，改善对区块链数据的查询。
具体来说，它依靠GraphQL技术来提供每个API中数据的完整描述。
任何人都可以使用Graph Explorer门户浏览平台上的子图。
子图
子图是Graph生态系统的核心协议。
用户可以通过GraphQL API访问数据，当前在网络上部署了2300多个子图。
The Graph声称，可以使查询变得快速、可靠和安全，还允许任何人构建和发布子图（API，充当中介，允许两个应用程序相互连接）。
The Graph的组成
The Graph主要由索引人、策展人和委托人组成，它的组成离不开代币GRT的使用。
索引人相当于The Graph的节点，通过质押GRT，在处理查询时赚取收益。
策展人确定需要添加到索引的子图。
委托人不用自己运行节点，他们委托索引人，可以得到索引人收入的一部分。
Livepeer 是第一个完全去中心化的实时视频流网络协议，通过利用区块链技术的力量来彻底改变广播行业。
是建立在 Layer 2 上的 Web3 视频基础设施，Web3.0 赛道的视频板块
作者为Karim Halabi。
进入21世纪，我们更加依赖一种新的资源：数据。这种资源被用来为决策提供信息，并促进我们对自然和人造世界的理解。数据被用来升级系统，开发药物，设计机器，以及其他无数的应用。
现在存在的数据量是惊人的，而更惊人的是其生成速度的指数级增长。
与许多其他资源类似，当数据被提炼并投入使用时，其价值就被释放出来。许多行业所面临的问题是，这些珍贵的数据中的大部分无法在第一时间被访问，从而无法从中获得洞察力。根据国际数据公司（ International Data Corporation）的数据，世界上只有0.5%的数据被实际使用和分析，其余的数据都沉睡在筒仓中。
数据沉睡的原因是，除了健康的博弈论之外，没有真正的激励机制让数据所有者分享这一资源，事实上，他们不愿意这样做的原因可能是因为担心泄露他们的知识产权，从而助长竞争或隐私安全问题。
虽然现代的法律和会计准则还没有认识到这一点，但数据就是一种资产，而且是一种极其宝贵的资产。信息可以被利用来为上述功能服务，并为任何与之相关的组织价值做出贡献。
数据的代币化使其被视为是一种有形的、流动的资产。像Ocean Protocol这样的协议正在使数据的金融化成为可能。
掀起波澜的Ocean Protocol
在最简单的层面上，Ocean协议有三个核心功能：
- 鼓励数据的公开共享和货币化
- 允许个人或实体安全地分享敏感数据
- 通过为数据创造流动性更强的市场，实现更好的价格发现
下面我们将探讨具体细节及其影响。
公共数据交易
Ocean Protocol由几个核心部分组成，包括：
- 提供者--即数据所有者，可以出售对资产的访问权，并运行访问控制代理（Brizo）接受、验证和执行访问请求。
- Ocean Protocol--EVM和智能合约的集合，包括Ocean代币合约，维护资产所有权的登记册，提供去中心化的存储，并促进安全的数据交换。
- Ocean Marketplace -- 去中心化数据资产交易所，使用Aquarius和OceanDB来存储资产元数据。
- Squid--将这一切联系起来的技术栈。
Ocean marketplace是该协议的一个产品，数据所有者可以在这里发布他们的数据集，并将其上市销售。由于Ocean协议由建立在以太坊上的智能合约组成，所以数据的共享在点对点的基础上执行，没有任何第三方的监督。这确保了所有者在出售前对其资产保留完全的所有权和控制权。
这种市场和数据共享是通过代币化实现的，然而，被代币化的不是数据本身，而是对数据的访问。
当一个数据资产被公布出售时，相应的 "数据代币 "也被创建--这就是在Ocean marketplace上实际出售的东西。数据代币是一种ERC-20代币，授予持有人对特定数据集或数据流的访问权。数据的所有者有能力决定他们想发行多少数据代币，以及他们希望以何种价格出售对信息的访问。
数据提供者也能够设置一系列的其他条件，包括：
- 准许一次性访问与永久访问
- 赎回数据的时间段限制
- 读取与写入访问
这类似于创建一个代币，可以在去中心化交易所（DEX）购买并兑换特定的产品/服务。Ocean是一个基础设施，可以将数据卖家和买家聚集在一起。
有了交换数据的能力，Ocean使个人或实体能够将其有价值的数据集出售给感兴趣的各方或个人。
敏感数据交易
Ocean有一个 "计算到数据 "（compute-to-data）的功能，数据科学家、研究人员和其他感兴趣的人可以在有价值的数据集上运行算法和机器学习程序，而不需要实际拥有数据本身。有了这个功能，那些不能在市场上公开消费的敏感数据仍然可以被代币化并投入使用。
该协议通过向数据集的所有者发送算法以获得批准，如果获得批准，就可以在数据上远程运行，然后将程序的结果（如算法的表现）发回给请求者。
因此，可能包含个人身份信息、IP或其他私人信息的数据可以被用来为他人谋利，也可以让所有者获利。
以下是一个例子：
- Bob拥有他不想分享的私人数据，但也希望能将其代币化。
- Alice有兴趣使用Bob的宝贵数据来改进她的人工智能模型。
- Alice将她的算法发送给Bob，这样他就可以在他的数据运行之前审查该算法
- Bob批准/拒绝该算法。如果批准:
- Alice的算法会在Bob的数据上远程运行，而不会离开Bob的数字场所。
- 丰富的算法会返回给Alice
- Bob的隐私得到保护
去中心化的数据经济
当一个新的数据代币在市场上上市销售时，发布者可以设定自己的价格，或者通过 "数据发行 "让市场决定数据集的价值。这种数据发行的功能类似于Balancer上的初始DEX发行，其中数据代币被列出，并立即可按市场价格购买。
Ocean协议提供的数据开放性，以及通过Ocean市场增加数据集的价格发现，使得数据因其市场价格而被视为类似于有形资产。如果数据的价值类似于其他有形资产（如股票），那么组织将能够在其资产负债表上列出数据，并以其为抵押借贷，为增长提供资金。开放的数据市场将成为催化剂，从数据中释放出更大的价值，并为其不可避免地被认可为一种资产类别打开大门。
潜入Ocean市场：数据的DEX
Ocean市场是使用Balancer的基础设施建立的，是一个点对点运作的市场。它能够像其他DEX一样运作：有自动化做市商（AMM）和流动性提供者（LP）。
资产配置再平衡(rebalance)是指透过重新调整各种资产的比例,让「投资组合的风险」与自己的规划一致。
#
The Data Economy Index (DATA) is a digital asset index capturing the growth of data-based products and services. The DATA index is data centric and chain agnostic. DATA is the first decentralized index to capture the growth of the data economy and also the first to include non Ethereum-based tokens.
The Data Economy Index 押注的都是基础设施 最近据Link 表现强劲
@dydxprotocol relaunches gasless deposits
1st real world asset backed loan live on @AaveAave
@haydenzadams reports @Uniswap
LPs made $1.6b in revenue in 2021（血赚，现在估计就MetaMask和Uni最赚钱了）
https://twitter.com/haydenzadams/status/1478786449164185600
@haydenzadams 是uniswap创始人
2/
@Spencernoon releases @OurNetwork__ #103
The #1 on-chain analytics community.
@ElectricCapital drops Annual Developer Report
Electric Capital is an early stage venture firm focused on cryptocurrencies, blockchain, fintech, and marketplaces.
@feiprotocol adopts ERC-4626 standard
The Stablecoin For DeFi
Fei is a decentralized, scalable, and DeFi-native stablecoin protocol
@TheMetaFactory iROBOT DAO Season One has ended
Creating Fun Realities from the Metaverse.
The Evolution of Culture and Fashion in a digital-first world. Collectively owned and managed. Collaborative and Composable.
@sebaudet26 drops thread about exciting things in @zapper_fi for 2022
@zapper_fi 联合创始人 和CEO@sebaudet26
3/
@AaveAave ARC attracts 30 institutions
@VesperFi Vesper Earn is now avaliable on @0xPolygon
Vesper is a platform for easy-to-use #DeFi products. Try the new Vesper Earn! Deposit one asset, earn yield in another. DeFi Simplified.
@WPeaster drops new @defipulse Farmer article
New @DefiantNews DeFi Alpha newsletter by @DeFi_Dad &
@yyctrader1 is out
The DeFi news platform — Finance is being rebuilt to put people in control. Here’s where you can track and join this revolution
4/
@reflexerfinance and @OndoFinance engage in a partnership
We built RAI, the first non-pegged, stable asset which is only backed by ETH
http://app.reflexer.finance/#/
http://app.reflexer.finance/#/
Building a decentralized investment bank
@redactedcartel announces 4 new partnership proposals
熟悉了
@BanklessHQ releases 2022 predictions
@bobanetwork introduces incentive program
Lower gas, faster, secured in Ethereum, supercharged with hybrid compute.
New roles are up on @gaby_goldberg ’s Web3 Job Board https://web-3.pallet.xyz/jobs
https://gabygoldberg.notion.site/f7050e62461143d49345e7b46eb5576b?v=c02511c4230c44ce9a1a03c9757da524
5/
@romedaofinance announces collab with @OlympusDAO
Assembling the great houses to build an APYRPG on Kusama & Polkadot.
The easiest on-ramp to @Polkadot . Moonbeam is the most powerful Ethereum-compatible smart contract platform on Polkadot.
@Crypto_Wildwest releases Poly Pulse #3
@mstable_ introduces mStable Dashboard
A decentralised stablecoin ecosystem | $MTA | Twitter account is managed by a grant recipient.
Decentralised Stablecoin Ecosystem
Swap, save and protect your stablecoins on mStable, a decentralised, community driven platform powered by $MTA
@epnsproject is teaming up with @dydxprotocol
Ethereum Push Notification Service (EPNS) The communication layer of Web3. Create, send, and receive multi-chain push notifications among dapps & users
这个项目要关注
@kleoverse is now live 这个也是一个新项目 有点意思
EARN
Work with the leading Web3 organizations to gain objective proof of talent
@DIGITALAX_ Sub Thread Weekly by @alma_almaks is out
https://patrons.digitalax.xyz/
Champion indie web3 fashion labels directly through the patrons platform
6/
@OokiTradeintegrates with @chainlink Keepers
Delivering financial independence by reinventing financial services for a decentralized future.
@RyanWatkins_ leaves @MessariCrypto
Previously Research @MessariCrypto | The revolution will not be centralized
@AndreCronjeTech drops ve(3,3) article
@regannotraygan drops Beginners Guide to Crypto Jargon: Decoding DeFi
https://regan-eth.medium.com/beginners-guide-to-crypto-jargon-decoding-defi-6083a2ec84ab
@staderlabs announces proposal to include LunaX as collateral on
Stader is a non-custodial smart contract based staking platform that helps you conveniently discover and access staking solutions
7/
@indexcoop $DPI December rebalance is live
@ApertureFinance private beta coming in January
Cross-chain Investment Made Easy
With integrated bridge solutions Aperture is your gateway to DeFi 2.0.
@futureswapx hosts 5th community call
The Future of Perpetuals Is Here
Leverage on any tokens with a protocol trusted with billions for its price execution, super low fees and reliability.
@QiDaoProtocol and @fraxfinance partner
Zero-interest crypto lending - making DeFi accessible for all
Mai Finance is a way for you to keep your crypto and still be able to spend its value. That means you're able to borrow stablecoins without having to sell your crypto assets, and do so at 0% interest.
The process is simple: create a vault, deposit your crypto assets, and start borrowing stablecoins against your collateral’s value.
Mai Finance is a website that connects users to the QiDao Protocol, which is where the vaults are created and stablecoins are borrowed.
@jaspermalamud teases mobile NFT notifications in @zapper_fi
8/
@epnsproject releases 2021 Year in Reivew
@MinaProtocol Mina Foundation Annual Report is live
The world's lightest blockchain, powered by participants.
Mina is building a gateway between the real world and crypto — and the infrastructure for the secure, democratic future we all deserve.
http://minaprotocol.com/wp-content/uploads/MinaFoundation_TransparencyReport_2021.pdf
@prometheusdao announces @reflexerfinance Bond Integration
MMORPG-based decentralized reserve currency on Polygon. Probably nothing.
https://twitter.com/prometheusdao/status/1478179103027212291
@iearnfinance drops Yearn Finance Newsletter #52
@YamFinance asks for feedback on purchasing CRV/CVX to Mine Bribe Rewards
9/
@TheDaoMaker was whitelisted on@Bancor
@snx_weave releases SNXweave Weekly Recap
SNXweave
By SNX Weave
SNXweave is a grantsDAO initiative to improve communication and transparency across the Synthetix ecosystem. This podcast will give quick weekly recaps of news and important updates from the Spartan Council, Core Contributors, gDAO, and aDAO. As we get closer to the end of the epoch, there will be more discussion that focuses on the individual outlooks, voting trajectories, debating arguments, and overall values of various DAO members, in order to help support well-informed voting around election time.
Twitter: @snx_weave
Email: [email protected] Discord: tokinetics#5629
@DeFi_Wonderland releases v1.0.0 of keep3r-network/cli
@perpprotocol gas rebate is live
Decentralized Perpetual Contracts
On-chain DEX with highly efficient liquidity provisioning and up to 10x leverage for makers and takers.
@zapper_fi now allows users to track @GMX_IO $GMX & $GLP
10/
@BandProtocol oracle services are now on @CeloOrg
Secure, Scalable Blockchain-Agnostic
Decentralized Oracle
Band Protocol is a cross-chain data oracle platform that aggregates and connects real-world data and APIs to smart contracts.
Crypto Made For Mobile
Celo is a mobile-first platform that makes financial dApps and crypto payments accessible to anyone with a mobile phone
@GetCoinJar is integrating Chainlink Price Feeds
CoinJar is the simplest way to buy and sell popular digital currencies in UK. Whether you're just starting or an experienced trader, our platform is the easiest way to buy, sell, store and spend digital currency.
@BitGo now supports $MVI, $DATA, & $BED
@BalancerGrants releases Monthly Update #4
Community powered grants to support the development of the #Balancer ecosystem.
@OokiTrade drops Neon Genesis Ookilion Tee
11/
@GearboxProtocol 2022 work report is out
Gearbox Protocol allows anyone to get leverage in a decentralized way and use it across various other protocols in a composable way: margin trading, leverage farming, and more!
@Gather_Network $GTH trading is back live
Gather L1 smart contracts will unlock the ability to create utility tokens, NFTs & dApps on Gather chai
n with low fixed gas fees in $GTH (~0.1$/tx).
@thekeep3r http://fixedforex.fi updated to 0.7.2
@CelerNetwork welcomes new partner
Building the best inter-blockchain and cross-layer communication platform. Celer solutions, news & community
a DeFi service system aiming to build a market for illiquid equity or tokens of early-stage crypto companies.
- Chemix Ecosystem
- Chemix Ecosystem is a DeFi service system which aims to build a market for illiquid equity or tokens of early-stage crypto companies.
@QiDaoProtocol1st round of vault incentive gauge is live
12/
@deversifi adds @paraswap market PSP/ETH
Avoid gas costs and frustration, saving you time and money with every trade or swap. DeFi should be open to everyone, not just whales
https://paraswap.io/#/?network=ethereum
ParaSwap aggregates decentralized exchanges and other DeFi services in one comprehensive interface to streamline and facilitate users' interactions with decentralized finance on Ethereum and EVM-compatible chains: Polygon, Avalanche, BSC & more to come.
@FinanceFirebird adds $HND on Fantom
An innovative one-stop defi, multi-chain yield farming and decentralized exchange aggregator.
$USDC bonds by @ShapeShift_io live on @OlympusDAO
Buidling a borderless financial system on open decentralized protocols
$UNI goes live on @NexoFinance
https://nexo.io/zh?unlock-the-power-of-your-crypto
https://nexo.io/zh?unlock-the-power-of-your-crypto
@goldfinch_fi announces $25m raise
Goldfinch is a decentralized credit protocol that allows anyone to be a lender, not just banks.
Goldfinch is a decentralized credit protocol for crypto loans without collateral. This is the missing piece that finally unlocks crypto lending for most people in the world.
13/
@OlympusDAO announces@immunefiBug Bounty Program
Web3's leading bug bounty platform, protecting $100 billion in user funds
@indexcoop introduces the Bankless DeFi Innovation Index $GMI
@arcxmoney launches the @chainlink HODL Score
ARCx Passports powered by your on-chain identity
@wearenewt has 1st community call of the year
The smol group of experimenters at the Aave Companies
@BeanstalkFarms BEAN:3CRV pool is live on@CurveFinance
Beanstalk is a decentralized credit based algorithmic stablecoin protocol that is built on Ethereum. Beanstalk uses credit instead of collateral to create price stability relative to a non-blockchain-native asset. Beanstalk does not have any collateral requirements. The first Beanstalk issues a USD stablecoin (USD) on the Ethereum blockchain.
14/
@coingecko updates their app UI
@Platypusdefi goes live on 1/14
Platypus, redefining #Stableswap with novel single-sided liquidity provision. Low slippage, high scalability and superb UX. Exclusively on #Avalanche
@furucombo releases spotlight on 2021 accomplishments
@TallyCashreleases Tally vs MetaMask article
@juliengaillard joined @AaveAave as Head of Data Science
15/
@ProjectSerum IEF raises $100 million
Faster, Cheaper and more Powerful DeFi Serum brings the speed and convenience of centralized exchanges to DeFi while remaining fully trustless and transparent.
https://portal.projectserum.com/#tabSection
$GOG is listed on @BTCEX_exchange
A professional digital asset derivatives service provider.
@defipulse releases Dot Pulse #20
@OlympusDAO introduces V2 Bonds
@banklessDAO releases Weekly Rollup #36
16/
@NexusMutual does product spotlight on @ribbonfinance
@ConnextNetwork is forming partnership with @layerswap
Fast, trustless communication between blockchains.
@DawsonBotsford adding @rabbithole_gg quests to http://earni.fi
announces one-click testnet deposits are now available on
17/
@maplefinance shares Q1 product developments
@kava_platform announces Kava 9 is coming 1/19
@kylascan gives @BanklessHQ TikTok recap
@Rewkang releases The @fraxfinance
Mega Thesis thread
@movrnetwork now supports @FantomFDN
18/ DeFi Job Postings
@phantomis hiring a Product Designer
@Syndica_io is hiring a Sr Fullstack Engineer
@dydxprotocol is hiring a Community Ecosystem Lead
@KyberNetwork is hiring a Head of Marketing
@SpoolFi is hiring a Chief Technology Officer
19/ DeFi Podcasts of the week
Based Space w/@TheCryptoMewtwo @LinkTea777 @ChaseCoins &
@BanklessHQ The Biggest Protocol Merge Ever w/
@TrustlessState @joey__santoro of @feiprotocol
&@jai_bhavnani of @RariCapital
20/ DeFi Podcasts of the week
@indexcoopConversations with the Coop w/
@Crypto_Texan @mechanikalk & @0xMidnight of @gridplus
@Blockworks_ Empire w/@JasonYanowitz @santiagoroel @KyleSamani
Mission DeFi Ep 35 w/@b05crypto & Rob Montgomery