Blast 的目標是成為一個綜合性的區塊鏈網絡，但炒作能持續嗎？

最近推出的 Blast 代幣（BLAST）引起了一陣熱潮。此次空投佔代幣總供應量的 17%，推動價格飆升 40%，表現優於許多其他備受矚目的空投。

The recent launch of the Blast token (BLAST) has been a whirlwind of activity, with the airdrop fueling a 40% price surge that outperformed many other high-profile airdrops this year. But can this initial hype last?

最近推出的 Blast 代幣 (BLAST) 引起了一陣熱潮，空投推動價格飆升 40%，表現優於今年許多其他備受矚目的空投。但這種最初的炒作能持續下去嗎？

The airdrop, along with Blast's impressive growth in the DeFi rankings (currently sitting at 6th in DeFi TVL and 4th among Layer 2s), suggests strong initial interest. The token debuted at $0.02 yesterday, which resulted in a fully diluted valuation of $2 billion at launch. The price of BLAST rallied some 40% to $0.029 before correcting to $0.0258 currently, a gain of 22.78% since launch, according to CoinMarketCap data.

這次空投，加上 Bl​​ast 在 DeFi 排名中的驚人增長（目前在 DeFi TVL 中排名第六，在 Layer 2 中排名第四），表明了最初的濃厚興趣。該代幣昨天以 0.02 美元的價格首次上市，發行時的完全稀釋估值為 20 億美元。根據 CoinMarketCap 的數據，BLAST 的價格上漲約 40% 至 0.029 美元，然後調整至目前的 0.0258 美元，自推出以來上漲了 22.78%。

The airdrop itself fueled some controversy. While the price did rise, the initial valuation of $2 billion fell short of investors' expectations. DeFiance Capital co-founder Arthur Cheong anticipated a closer to $5 billion market cap.

空投本身引發了一些爭議。雖然價格確實上漲，但 20 億美元的初始估值仍低於投資者的預期。 DeFiance Capital 聯合創辦人 Arthur Cheong 預計市值將接近 50 億美元。

Wow BLAST is only trading at $2b FDV, given how the previous L2 been trading at launch I would have expected closer to $5b FDV at least.

Wow BLAST 的交易價格僅為 20 億美元 FDV，考慮到先前 L2 在發佈時的交易情況，我預計至少會接近 50 億美元 FDV。

The days of highly anticipated infra projects trading at > $20b FDV at launch are probably over.

備受期待的基礎設施項目啟動時 FDV 交易價格超過 200 億美元的日子可能已經結束了。

Ethereum layer 2 network Blast aims to be a comprehensive blockchain network, providing a user-friendly experience that surpasses Metamask. It reportedly attracted a significant amount of deposits, totaling $2.3 billion between November and March. According to its Q2 2024 report, Blast has over $3 billion in total value locked, 1.5 million users and over 200 live dApps (decentralized applications). Blast also said it has "higher yield opportunities than any other chain."

以太坊第 2 層網絡 Blast 旨在成為一個全面的區塊鏈網絡，提供超越 Metamask 的用戶友好體驗。據報道，11 月至 3 月期間，它吸引了大量存款，總計 23 億美元。根據 2024 年第二季報告，Blast 鎖定的總價值超過 30 億美元，擁有 150 萬用戶和 200 多個即時 dApp（去中心化應用程式）。 Blast 還表示，它「比任何其他連鎖店都有更高的收益機會」。

But Blast's history isn't spotless. Back in November, even its own seed investors criticized the network for lacking features to justify a one-way bridging mechanism. Additionally, Blast's airdrop attracted a wave of scams, mirroring similar issues with other airdrops this year. Notably, prices of both Ethereum layer-2 network zkSync (ZK) and cross-chain interoperability LayerZero (ZRO) fell by over 40% since launch.

但 Blast 的歷史並非一塵不染。早在 11 月份，就連自己的種子投資者也批評該網絡缺乏證明單向橋接機制合理性的功能。此外，Blast 的空投也引發了一波詐騙浪潮，這也反映了今年其他空投的類似問題。值得注意的是，以太坊二層網路 zkSync (ZK) 和跨鏈互通性 LayerZero (ZRO) 自推出以來價格均下跌了 40% 以上。

I got destroyed farming Blast.

我的農業爆炸被摧毀了。

We won't go into specific numbers, but let's just say I got 5% back of what I put in. Who's fault is that? 100% my own.

我們不會透露具體數字，但我們只能說我得到了投入金額的 5% 回饋。 100%屬於我自己。

This is my post-mortem for myself, and hopefully people can learn from my mistakes.

這是我對自己的事後剖析，希望人們能從我的錯誤中學習。

So, who were the biggest winners?

那麼，誰是最大的贏家呢？