Blast 的目标是成为一个综合性的区块链网络，但炒作能持续吗？

最近推出的 Blast 代币（BLAST）引起了一阵热潮。此次空投占代币总供应量的 17%，推动价格飙升 40%，表现优于许多其他备受瞩目的空投。

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 代币 (BLAST) 引起了一阵热潮，空投推动价格飙升 40%，表现优于今年许多其他备受瞩目的空投。但这种最初的炒作能持续下去吗？

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.

这次空投，加上 Bl​​ast 在 DeFi 排名中的惊人增长（目前在 DeFi TVL 中排名第六，在 Layer 2 中排名第四），表明了最初的浓厚兴趣。该代币昨天以 0.02 美元的价格首次上市，发行时的完全摊薄估值为 20 亿美元。根据 CoinMarketCap 的数据，BLAST 的价格上涨约 40% 至 0.029 美元，然后调整至目前的 0.0258 美元，自推出以来上涨了 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.

空投本身引发了一些争议。虽然价格确实上涨，但 20 亿美元的初始估值仍低于投资者的预期。 DeFiance Capital 联合创始人 Arthur Cheong 预计市值将接近 50 亿美元。

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 的交易价格仅为 20 亿美元 FDV，考虑到之前 L2 在发布时的交易情况，我预计至少会接近 50 亿美元 FDV。

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

备受期待的基础设施项目启动时 FDV 交易价格超过 200 亿美元的日子可能已经结束了。

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 层网络 Blast 旨在成为一个全面的区块链网络，提供超越 Metamask 的用户友好体验。据报道，11 月至 3 月期间，它吸引了大量存款，总计 23 亿美元。根据 2024 年第二季度报告，Blast 锁定的总价值超过 30 亿美元，拥有 150 万用户和 200 多个实时 dApp（去中心化应用程序）。 Blast 还表示，它“比任何其他连锁店都有更高的收益机会”。

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 的历史并非一尘不染。早在 11 月份，就连其自己的种子投资者也批评该网络缺乏证明单向桥接机制合理性的功能。此外，Blast 的空投还引发了一波诈骗浪潮，这也反映了今年其他空投的类似问题。值得注意的是，以太坊二层网络 zkSync (ZK) 和跨链互操作性 LayerZero (ZRO) 自推出以来价格均下跌了 40% 以上。

I got destroyed farming Blast.

我的农业爆炸被摧毁了。

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.

我们不会透露具体数字，但我们只能说我得到了投入金额的 5% 返利。这是谁的错？ 100%属于我自己。

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

这是我对自己的事后剖析，希望人们能够从我的错误中吸取教训。

So, who were the biggest winners?

那么，谁是最大的赢家呢？