律动BlockBeats

原文标题：《日活为8？Solana与Starknet舆论战下的数据真相》

原文作者：Golem，Odaily 星球日报

1 月 14 日晚间，Solana 官方账号毫无征兆地发文嘲讽Starknet「日活仅 8 人、日交易量仅 10 笔，却撑起了 10 亿美元流通市值和 150 亿美元最大估值」，并直言 Starknet 应该归零。

该帖子发出一小时后，Starknet 官方迅速配图一只丑陋黑猩猩并回怼，「谁把这些数据告诉 Solana 这个小老弟的？」StarkWare CEO 甚至开始人身攻击，他在 Eli Ben-Sasson 嘲讽帖子下评论称，「Solana 有 8 名市场营销实习生（都是光头），每天发 10 条推文」。Solana 联创 Toly 也发文表示，「这篇帖子反响真好，要晋升负责的营销人员」。

双方剑拔弩张之际，有加密圈人士开始劝和。何一发文称，「Take a deep breath and relax，都是朋友，大家以和为贵，」不过其同时配文「花生、瓜子、矿泉水」，以示吃瓜姿态。Near 官方发文，应该让 Solana 和 Starknet 重新成为朋友。

不过也有观点认为，这是官方刻意谋划的一场流量曝光活动，为接下来双方的合作预热。同时，有网友扒出，Solana 这条帖子并非原创，早在 2024 年 4 月便有用户发布过一模一样的推文。

Solana 嘲讽 Starknet 推文复制粘贴了 2024 年一位用户的推文

不管 Solana 小编「突发恶疾」嘲讽 Starknet 的真实原因是什么，就数据层面而言，Starknet 早已不是当年那个「链上鬼城」。

于无声处惊雷

2024 年市场上 L2 竞争激烈，且龙头效应强，Arbitrum 和 OP mainnet 已覆盖了大量常用场景，因此当 Starknet 空投结束后，用户便大幅流失，确实是人们数落、嘲讽的对象。

但经过一年多时间的卧薪尝胆，Starknet 现在已经能和大多数 L1 掰掰手腕。据 DeFiLlama 数据，Starknet 的 TVL 自 2025 年 9 月开始回升，目前已超 3 亿美元，回到了 2024 年的水平。在区块链排名上位列第 22，超过了 Monad、Scroll、Linea、Sei 等一众 L1 和 L2。

同时，其稳定币市值、手续费收入、生态 DEX 交易量也都在 2025 年 9 月后开始回升。Starknet 过去 4 个月的日手续费收入保持在 5000-10000 美元的区间，虽然比不过 2023-2024 年的日手续费收入（平均单日超 15 万美元），但在众多区块链中也名列前茅。

Odaily 星球日报 在 12 月中旬曾统计过 40 个主流区块链的手续费收入排行，Starknet 排进了前 15 名，日手续费收入超越 Monad、TON 等区块链。

链上活跃度方面，Starknet 也终于培养出了一批真正的忠实用户（而不是纯粹的撸毛人），据 Starknet 基金会官方创建的Dune 数据面板，Starknet 目前日活保持在 2000-4000 人（独立地址），日交易笔数超 24 万。

与 Starknet 的日活超 10 万人的巅峰时刻（2023 年）相比，如今 Starknet 的日活确实仍不值一提，但就交易笔数而言，目前这些不到当年 2% 的地址的交易频率已达到当年水平的约 1/3（2023 年日交易笔数超 60 万）。这从数据角度证明，目前留存在 Starknet 上的用户都是有着真实交易需求的优质用户，他们为 Starknet 贡献了大部分网络手续费收入。

不要简单地把 Starknet 视作区块链中「小众爱好者」的聚集地，事实上，Starknet 已获得了外部资金青睐，并且留存度较高。据 Artemis 数据，Starknet 3 个月资金净流入量达 5.042 亿美元，位居区块链榜首，第二名 Polygon 与其相差 1 亿美元，远远甩开了 Solana 和 BSC 等区块链。

摆脱以太坊 L2 标签，All in BTCFi

Starknet 能够逆袭的原因其实很简单，它不和 Solana、BSC、Base 等区块链卷 Meme、卷热门叙事，而是直接 All in 了 BTCFi。

如今的 Starknet 正在摆脱以太坊 L2 的标签，其官方账号也在 Starknet 名称后添加了注记（BTCFi arc）。2025 年 3 月，Starknet 母公司 StarkWare 宣布建立了「战略比特币储备」，外界原本以为这只是一次炒作，且没料到 Starknet 是认真的。2025 年 9 月末，经过半年多的开发，Starknet 宣布推出 BTC Staking 及 1 亿枚 STRK 激励，用户在 Starknet 质押 BTC 可获得质押奖励和 STRK 激励。

截至目前，BTCFi 已经在 Starknet 上线了 3 个多月，该产品推出与 Starknet 链上数据回暖高度正相关。

据Dune 数据，Starknet 上目前质押的比特币价值超 2.14 亿美元，占 Starknet 总 TVL（3 亿美元）约 70%；平台中约 50% 的存入资产为原生 BTC，剩余为各种包装版 BTC，其中又以 SolvBTC 和 WBTC 为主。

Starknet 上的比特币生态也已逐步完善，从钱包到跨链桥和质押，再到借贷与收益协议样样俱全，并且玩法也被跑通。

Starknet BTCFi 生态版图

用户可以在 Endur 和 Voyager 平台上质押比特币并将其委托给验证者，作为回报，质押者可获得 STRK 代币（以 STRK 计价的 Endur 当前 APY 约为 2.09%）。接着，可将获得的 LST 代币再次存入 Vesu 等借贷协议中生息。针对机构投资者，Re7 Capital 也可为其制定定制化的收益方案。

至于 Starknet 为什么敢于 All in BTCFi，或许与创始人个人经历有关。早在 2013 年，Starknet 诞生之前，Eli Ben-Sasson 就已经在研究利用零知识证明来改进比特币，这项研究最后也成为了 Starknet 的核心技术之一（STARK 密码学）。因此，如今全面拥抱 BTCFi，在某种程度上也算是回归了初心。虽然区块链世界并不总是奖励理想主义者和默默耕耘者，但没了空投「绑架」后，Starknet 的步伐走得更加轻盈、也更加稳健了。

原文链接

BlockBeats news, January 15, the CEO of Bank of America, Brian Moynihan, warned that if the U.S. Congress does not regulate interest-bearing stablecoins, up to $6 trillion in deposits could shift out of banks, representing 30% to 35% of the total deposits held by U.S. commercial banks. Moynihan stated that the structure of stablecoins is similar to money market mutual funds, which hold short-term instruments (such as U.S. Treasury bonds) as reserves, rather than being used for bank loans like traditional banks. Under this model, funds are kept outside the traditional banking system, leading to a shrinking deposit base that banks rely on to support loans to households and businesses.

BlockBeats news, January 15, according to Hyperinsight monitoring, the address (0xfb51...) marked as a "XPL, HYPE swing whale" carried out multiple consecutive partial liquidations of its BTC long positions within approximately 10 minutes. Currently, it has reduced its BTC long position by about 105.8 BTC, with a total value of approximately $10.27 million. These operations have generated realized profits of around $366,000. After completing the liquidations, its remaining BTC long position value remains around $12.45 million, with an average entry price of $93,500.

This address is known for its swing trading style, with a historical win rate of 78% in long positions, and has previously achieved significant swing profits on cryptocurrencies such as XPL and HYPE.

BlockBeats news, January 15, Binance Alpha will list Sport. Fun (FUN). Alpha trading will start tonight at 22:00. Users holding at least 245 Alpha points can claim a 300 FUN token airdrop on the Alpha event page, first come, first served. If the event is not over, the score threshold will automatically drop by 5 points every five minutes.

BlockBeats news, January 15, according to Lookonchain monitoring, among the three wallets that previously predicted the fall of Venezuelan President Maduro and profited from it, two have been inactive for 11 consecutive days. The remaining wallet, "SBet365", made a new bet two days ago, predicting that Iran's Supreme Leader Khamenei will fall before January 31.

BlockBeats news, January 15, Binance Alpha has launched Owlto Finance (OWL).

BlockBeats news, January 15, according to HTX market data, Bitcoin breaks through $97,000, with a 2.2% increase over 24 hours.

BlockBeats news: On January 15, according to GMGN data, due to the BNB Chain Foundation purchasing $100,000 worth of "I'm Here Already," the coin surged over 40% in a short time, with its market cap reaching $20 million, currently at $17.5 million.

BlockBeats reminds users that Meme coins often lack practical use cases and experience high price volatility; investment should be approached with caution.

Matrixport's RWA platform, Matrixdock, has recently released its semi-annual physical gold audit report for the second half of 2025 (H2). The report discloses information regarding the physical gold reserves backing the XAUm token, reflecting Matrixdock's ongoing commitment to physical asset verification and information transparency.

This audit was conducted by an independent third-party professional institution according to institutional standards, performing a comprehensive inspection of the physical gold reserves backing the XAUm token. The audit strictly followed industry-leading gold ETF audit standards, covering all key elements including weight, purity, serial numbers, and vault custody information, enabling item-by-item verification of each physical gold bar.

BlockBeats news, January 15, according to on-chain analyst Ai Aunt (@ai_9684xtpa), the BNB Chain Foundation has once again purchased ecosystem tokens after four days. They bought $100,000 worth of "Binance Life," marking the second purchase; the first purchase was $95,000 worth of "I Can't Believe It's Me."

BlockBeats news, January 15, according to Hyperinsight monitoring, yesterday's official Solana tweet stating that Starknet's daily active users were only 8 and daily transactions were just 10, yet its market cap reached $100 million, quickly sparked controversy and discussion within the crypto community. In this context, two major whales, labeled as the 'mini-airdrop leader,' along with another address starting with 0x023, both established STRK short positions with approximately 5x leverage. Over the past few hours, these two whales have partially closed their short positions for profit-taking. The average entry price of this position was around $0.0897, with an overall return rate of approximately 15%.

BlockBeats news, January 15, according to Cointelegraph, the Argentine crypto exchange Lemon has launched a Bitcoin-backed Visa credit card, allowing users to lock their Bitcoin as collateral to obtain peso credit lines without selling their crypto assets.

BlockBeats news, January 15, GeckoTerminal released data showing that 53.2% of cryptocurrencies have gone to zero, with the majority occurring in 2025. In 2025 alone, approximately 11.6 million tokens went to zero, accounting for 86.3% of the total number of tokens that went to zero between 2021 and 2025, with 7.7 million tokens going to zero in the fourth quarter of 2025.

BlockBeats news, January 15, according to Hyperinsight monitoring, the trader James Wynn (0x507), who was nearly 'bankrupt' earlier, has now fully liquidated all PEPE and ETH long positions on Hyperliquid and withdrawn most of the funds from the platform, approximately $41,000. The PEPE long position yielded a profit of about $110,000, while the ETH long position resulted in a loss of $160,000.

The address initially started with about $20,000 to go long on PEPE, and the account balance soared to a high of $900,000. However, on January 8, its holdings suffered 12 consecutive liquidations, with the position size repeatedly halved, ultimately leading to a full exit during today's market rally, resulting in a final profit of approximately $20,000.

BlockBeats news: On January 15, the U.S. initial jobless claims data for the week ending January 10 will be released tonight at 21:30, with the previous value at 208,000 and the expected figure at 215,000;

Today, the first holding institution of Ethereum, BitMine, will hold a shareholders' meeting to vote on multiple matters (increasing shares from 500 million to 50 billion). If approved, BitMine will receive more funds to purchase ETH, thus boosting expectations for ETH price;

FOMC permanent voter and New York Fed Chair Williams will deliver an opening speech at an event;

2026 FOMC voter and Minneapolis Fed Chair Kashkari will deliver a speech;

BlockBeats news, January 15, according to Hyperinsight monitoring, a certain whale (0xbd8c7) liquidated a long position of 34.11 million USD in HYPE held for 45 days at 15:51, realizing a loss of 7.169 million USD.

BlockBeats news, January 15, sources said the Bank of Japan appears to be paying more attention to the weak yen than before, and may hold interest rates steady in January.

According to Bitget market data, USD/JPY fell 30 points briefly, dropping to a low of 158.32.

Original title: (Wall Street enters the prediction market with a $200,000 annual salary)

Original author: Niu Ke, Deep Tide TechFlow

It's finally here. The prediction market, once built by political supporters, speculative retail investors, and those who exploit loopholes for profit, is welcoming a group of silent but deadly new players.

According to a report by the Financial Times on Thursday, several well-known trading firms, including DRW, Susquehanna, and Tyr Capital, are forming dedicated prediction market trading teams.

DRW posted a job ad last week offering a base annual salary of up to $200,000 for traders who can “monitor and trade active markets in real time” on platforms such as Polymarket and Kalshi.

BlockBeats news: On January 15, according to HyperInsight monitoring, the address labeled as "20 Million Swing Hunter" (0x880a) executed a profit-taking operation on its PEPE short position, reducing its short exposure by 144 million PEPE tokens, valued at approximately $1.2169 million.

After partial profit-taking, the address still holds a short position in PEPE worth approximately $3.4299 million. The current floating profit is about $360,600, with a return rate reaching 105.14%. The average entry price and current token price are both around $0.01, and the liquidation price is $0.051.

The address is known for its high-frequency, multi-currency swing trading style, with an average holding period of about 20 hours. Since October last year, with a principal of approximately $20 million, it has accumulated profits nearing $100 million.

These past few days, driven by the Binance listing effect, Meme tokens on the BSC chain have once again drawn market attention. The massive wealth effect and traffic have refocused the market on this five-year-old public chain. However, looking beyond the surface and re-examining the situation, what we actually see is a qualitative transformation of its ecosystem.

If the initial BNB Chain in 2020 primarily absorbed users and transaction volume spilled over from ETH due to high gas fees and low efficiency, then 2025 marks the pivotal year when BNB Chain proactively achieved its own leap forward.

Looking back on this year, BNB Chain is no longer merely a cheaper alternative; it has begun to establish the foundational capabilities for long-term, stable support of real-world financial and payment use cases.