隨著開放網路 (TON) 創始人重返遊戲，3 種 DeFi 基礎設施代幣將迎來爆炸式增長

雖然許多人都在追逐最新的 memecoin 或流行的人工智慧遊戲，但經歷過幾個週期的 OG 加密貨幣投資者正在搶購基礎設施項目

Many are chasing the latest memecoin or trendy AI play, but OG crypto investors who’ve been through several of these cycles are snapping up infrastructure projects, the ones whose value is real and whose relevance to DeFi can keep them afloat when purely speculative tokens go bust.

許多人都在追逐最新的memecoin 或流行的AI 遊戲，但經歷過幾個週期的OG 加密貨幣投資者正在搶購基礎設施項目，這些項目的價值是真實的，並且與DeFi 的相關性可以在純粹的投機代幣消失時讓他們維持下去。

Let’s look at the tokens of 3 such projects, each with a major upside:

讓我們來看看 3 個此類項目的代幣，每個項目都有一個主要的優勢：

Solid foundation

基礎紮實

All three of these projects are integrated with and build on top of Curve Finance — the oldest and one of the most reputable DeFi projects. The Curve ecosystem is not only keeping up with the times but outpacing them, with the $CRV token itself already back up over 200% from its bear market bottom. It’s no surprise that BlackRock – the world’s most famous asset manager – chose Curve for its $533M investment into DeFi.

這三個項目都與 Curve Finance 整合並建立在 Curve Finance 之上——Curve Finance 是最古老、最有信譽的 DeFi 項目之一。 Curve 生態系統不僅與時俱進，而且超越了時代，$CRV 代幣本身已經從熊市底部反彈了 200% 以上。全球最著名的資產管理公司 BlackRock 選擇 Curve 投資 5.33 億美元的 DeFi 也就不足為奇了。

EYWA for the win

EYWA 為勝利而戰

EYWA is a project that took Curve’s “good song and made it better.” Specifically, its CrossCurve DEX is using Curve pools in a revolutionary approach to crosschain listing where a project can list on just one chain and have liquidity pairs on many more. This dramatically reduced the cost of seeding liquidity and attracting LPs (raising the incentives for LPs and lowering the slippage for the end users in the process). It’s no wonder that Curve’s founder is EYWA’s lead investor, nor that it partnered with the two projects mentioned below.

EYWA 是一個將 Curve 的“好歌曲變得更好”的項目。具體來說，其 CrossCurve DEX 正在以一種革命性的方式使用 Curve 池進行跨鏈上市，其中項目可以僅在一條鏈上上市，並在更多鏈上擁有流動性對。這極大地降低了注入流動性和吸引有限合夥人的成本（提高了有限合夥人的激勵並降低了最終用戶在此過程中的滑點）。難怪 Curve 的創辦人是 EYWA 的主要投資者，也難怪它與下面提到的兩個項目有合作。

EYWA has incredible traction for a young DeFi infra project, with over $21 million in TVL, $1.85 billion in trading volume, and more than 3.5 million transactions, consistently ranking in the TOP 10 bridges by monthly volume on DeFiLlama. The project raised $8.5 already and is about to get listed on several CEXs on December 20th, so this is a true ground-floor token opportunity.

EYWA 對於一個年輕的DeFi 基礎設施項目有著令人難以置信的吸引力，其TVL 超過2100 萬美元，交易量為18.5 億美元，交易量超過350 萬筆，在DeFiLlama 上按月交易量始終排名前10名。該項目已經籌集了 8.5 美元，並將於 12 月 20 日在多個 CEX 上市，因此這是一個真正的底層代幣機會。

A TON of excitement

興奮不已

In this day and age, everything is driven by social media. Originally dreamt up by the founder of Telegram, TON is thriving long after that initial hype was replaced by the healthy appreciation of what The Open Network can do for both crypto natives and everyone else. Their mission to create the future of the internet coupled with a crypto-centric approach and the global adoption of Telegram is attracting projects and users to TON at a record pace. This will only accelerate now that TON is investing in developing its crosschain capabilities with the help of EYWA and Curve.

在當今時代，一切都由社群媒體驅動。 TON 最初是由 Telegram 創始人夢想的，在最初的炒作被對開放網絡可以為加密貨幣原生者和其他人所做的事情的健康欣賞所取代之後，TON 一直在蓬勃發展。他們的使命是創造互聯網的未來，加上以加密為中心的方法以及 Telegram 在全球的採用，正在以創紀錄的速度吸引專案和用戶使用 TON。由於 TON 在 EYWA 和 Curve 的幫助下投資開發其跨鏈功能，這種情況只會加速。

$TON is trading at a 26% discount to its ATH. Given how quickly it has grown so far, it may have a lot higher to go.

$TON 的交易價格較 ATH 低 26%。考慮到迄今為止它的成長速度，它可能還會走得更高。

Going Super Sonic

走向超音速

Sonic is actually a rebranding of Fantom — the Layer 1 blockchain known for its ultra-low cost of fast transactions, full decentralization, and generous staking opportunities. At its peak, Fantom boasted a massive TVL of $8B. And now that the DeFi legend himself – Andre Cronje – is returning to the CTO position, this project, backed by the founder of Curve and AAVE, is ready to reach supersonic speeds. The $FTM token is on the rise again, though not even at half of its ATH during the previous bull run. And it’s anyone’s guess what kind of a boost the rebranding to $S will bring.

Sonic 實際上是 Fantom 的品牌重塑——Fantom 是第 1 層區塊鏈，以其超低成本的快速交易、完全去中心化和慷慨的質押機會而聞名。在其巔峰時期，Fantom 擁有高達 8B 美元的巨額 TVL。現在 DeFi 傳奇人物 Andre Cronje 重新回到 CTO 職位，這個項目在 Curve 和 AAVE 創始人的支持下，已經準備好達到超音速。 $FTM 代幣再次上漲，儘管還沒有達到上一次牛市期間 ATH 的一半。所有人都在猜測 $S 的品牌重塑會帶來什麼樣的推動。

Conclusion

結論

The Curve Finance ecosystem has one way or another created many blue-chip DeFi projects of today and is very likely to be creating the whales of tomorrow right now. Cronje’s reputation is a great sign for Sonic. Telegram’s ubiquity can carry TON far. And Curve founder’s lead investment into EYWA is a sign that this project may become the next DeFi blue chip. The countdown has begun and all three are ready for liftoff.

Curve Finance 生態系統以某種方式創造了當今的許多藍籌 DeFi 項目，現在很可能正在創造明天的鯨魚。克羅涅的聲譽對於索尼克來說是一個很好的標誌。 Telegram 的普及可以讓 TON 走得更遠。而Curve創辦人對EYWA的領投，標誌著該計畫可能成為下一個DeFi藍籌股。倒數計時已經開始，三架飛機都準備好起飛。