请注意，这 3 种山寨币每月都会解锁代币

反复的代币解锁可能会对山寨币的价格发展产生负面影响。这就是为什么我和我的团队每月都会向您通报这些即将解锁的最新信息。

This bull run feels more like a bear run to me. I’m still bullish that this final bull run leg is coming soon. Keep an eye on Q4. Once this leg of the bull run gets going, it will be crazy. But what can make a token even more bearish in this current market?

对我来说，这次牛市更像是熊市。我仍然看好最后一轮牛市即将到来。关注Q4。一旦这轮牛市开始，那将是疯狂的。但在当前市场上，什么能让代币变得更加悲观呢？

Right, those are token unlocks. They are a recurring event in the crypto world. The unlocks are like clockwork. Any project with halfway decent tokenomics should have a vesting schedule.

是的，这些是令牌解锁。它们是加密世界中反复出现的事件。解锁就像发条一样。任何具有一半不错的代币经济的项目都应该有一个兑现时间表。

Some altcoins unlock schedules are daily, others are monthly, or per quarter. There are also altcoins that have a yearly unlock. So, these token unlocks can have a negative impact on an altcoins price development. In other words, you need to be aware of these token unlocks. That’s why my team and I keep you updated each month on these imminent unlocks.

一些山寨币解锁时间表是每天，其他则是每月或每季度。还有每年解锁一次的山寨币。因此，这些代币解锁可能会对山寨币的价格发展产生负面影响。换句话说，您需要了解这些令牌解锁。这就是为什么我和我的团队每月都会向您通报这些即将解锁的最新信息。

1. Aptos ($APT)

1. Aptos ($APT)

So, the first altcoins unlock I’m looking at is Aptos ($APT). This unlock is on 11th September. Aptos is a layer 1 chain that uses the Move developer language. The team’s background is from Meta. There they took part in the now abandoned Diem blockchain development. Like the Sui team, which also uses this Move language for their chain.

所以，我看到的第一个解锁的山寨币是 Aptos ($APT)。此次解锁时间为 9 月 11 日。 Aptos 是使用 Move 开发者语言的第 1 层链。团队背景来自Meta。他们在那里参与了现已废弃的 Diem 区块链开发。就像 Sui 团队一样，他们的链也使用了这种 Move 语言。

Nonetheless, the two chains are different. Aptos is fast, cheap, and scalable. It has already built an impressive ecosystem. Currently, 181 projects are built on Aptos. DeFi, blockchain gaming, and NFTs take a big chunk of this. For example, in TVL, Aptos is the 17th-ranked chain on DeFiLlama.

尽管如此，这两条链还是不同的。 Aptos 速度快、成本低且可扩展。它已经建立了一个令人印象深刻的生态系统。目前，Aptos 上构建了 181 个项目。 DeFi、区块链游戏和 NFT 占据了其中很大一部分。例如，在 TVL 中，Aptos 是 DeFiLlama 上排名第 17 的链。

Aptos accelerates ?

阿普托斯加速?

From technical innovations like Aptos Connect and AptosBFT v4 to broader ecosystem growth, key network metrics over the past year are ?

从 Aptos Connect 和 AptosBFT v4 等技术创新到更广泛的生态系统增长，过去一年的关键网络指标是?

Full report from @blockworksres on Aptos traction and growth ahead ? https://t.co/yASzyrc8Qe

@blockworksres 关于 Aptos 的吸引力和未来增长的完整报告 ? https://t.co/yASzyrc8Qe

— Aptos (@Aptos) September 10, 2024

— Aptos (@Aptos) 2024 年 9 月 10 日

The current $APT price is $6.13. It has a market cap of almost $3 billion. Aptos ranks #30 spot, measured by market cap. The initial max and total supply were 1 billion $APT. However, there’s now an infinite supply. Currently, the total supply is 1.114 billion $APT and 486 million circulate. That is 34.6% unlocked $APT tokens.

当前 $APT 价格为 6.13 美元。它的市值接近 30 亿美元。按市值衡量，Aptos 排名第 30 位。初始最大供应量和总供应量为 10 亿美元 APT。然而，现在供应无限。目前，APT 总供应量为 11.14 亿美元，流通量为 4.86 亿。即 34.6% 已解锁 $APT 代币。

Each month, there’s 2.33% of their market cap added. That’s 11.31 million $APT, which translates to 1.01% of the total supply. At current rates, that’s almost $72 million per month. You can observe small dips each month on the 12th, the day after the unlocks.

每个月，其市值都会增加 2.33%。即 1131 万美元 APT，相当于总供应量的 1.01%。按照目前的费率计算，每月几乎为 7200 万美元。您可以在每个月的 12 日（解锁后的第二天）观察到小幅下跌。

The monthly unlocks are as follows,

每月解锁次数如下：

2. StarkNet ($STRK)

2.StarkNet（$STRK）

My next altcoins pick StarkNet. This is a Layer 2 solution on top of Ethereum. So, it offers lower fees, fast transactions, and scalability. All the things that Ethereum lacks.

我的下一个山寨币选择 StarkNet。这是以太坊之上的第 2 层解决方案。因此，它提供较低的费用、快速的交易和可扩展性。以太坊所缺乏的所有东西。

StarkNet is a zk-rollup. Zk standing for zero knowledge. As you may remember, zk technology processes transactions outside of Ethereum. It batches these transactions and provides the proof to Ethereum. This reduces Ethereum’s load, and it’s also fast and cheap.

StarkNet 是一个 zk-rollup。 Zk代表零知识。您可能还记得，zk 技术处理以太坊之外的交易。它对这些交易进行批处理并向以太坊提供证明。这减少了以太坊的负载，而且速度快且便宜。

Zk technology is when you prove and verify information without showing that information. A simple sample is the ‘Where is Waldo?’ picture. You can show that you know where Waldo is, since you have his picture. However, you only show Waldo, everything else covered by a sheet, 4 times bigger that the picture. So, you don’t know where Waldo is in the picture.

Zk 技术是指在不显示信息的情况下证明和验证信息。一个简单的例子是“Waldo 在哪里？”图片。你可以证明你知道 Waldo 在哪里，因为你有他的照片。然而，你只显示 Waldo，其他所有东西都被一张比图片大 4 倍的床单覆盖。所以，你不知道 Waldo 在照片中的位置。

StarkNet has two components.

StarkNet 有两个组件。

Their next token unlock is 15th September. Each month, 63.99 million $STRK tokens unlock. That’s 0.64% of the max supply of 10 billion tokens. This equals $25.75 million per month, at the current $STRK price of 40 cents. However, according to CryptoRank, there are currently 5.46 billion tokens untracked. There’s no data on these tokens, and they can unlock at any moment.

他们的下一次代币解锁是 9 月 15 日。每个月都会解锁 6399 万个 $STRK 代币。这是 100 亿代币最大供应量的 0.64%。按当前 $STRK 价格 40 美分计算，这相当于每月 2575 万美元。然而，根据 CryptoRank 的数据，目前有 54.6 亿个代币未被追踪。这些代币没有任何数据，并且可以随时解锁。

3. Arbitrum ($ARB)

3. 仲裁（$ARB）

Arbitrum is another Layer 2 solution on Ethereum. It’s also one of the bigger ones. For instance, its market cap is $1 billion higher than StarkNet.

Arbitrum 是以太坊上的另一个第 2 层解决方案。它也是较大的之一。例如，其市值比 StarkNet 高出 10 亿美元。

Arbitrum uses Optimistic Rollups. They work differently from zk rollups. I showed you that zk rollups use smart contracts to verify transactions with zk proof. In contrast, Optimistic Rollups consider transactions already valid. It works more like a consensus mechanism. Validators screen out malicious transactions. This kind of rollup moves computation

Arbitrum 使用乐观汇总。它们的工作方式与 zk rollups 不同。我向您展示了 zk rollups 使用智能合约通过 zk 证明来验证交易。相反，乐观汇总认为交易已经有效。它的工作原理更像是一种共识机制。验证器筛选出恶意交易。这种rollup移动计算