Renzo airdrop distribution caused dissatisfaction in the community, and ezETH suffered a serious depegging

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Renzo空投分發引發社區不滿，ezETH遭遇嚴重脫鉤

今天，Solana 價格上漲了13%，過去24小時內表現強勁，加密貨幣社區普遍慶祝唐納德·特朗普的勝選。
在過去24小時內，Solana 是加密市場表現最佳的幣種之一，漲幅達到12%，於11月17日突破242美元，創下三年來的新高。
[Solana]
SOL/USDT 四小時價格圖。資料來源：TradingView
Solana 價格飆升的原因
Solana 今日價格上漲主要歸因於兩個關鍵因素：
...

今日推薦｜為什麼 Solana (SOL) 價格上漲？

代幣解鎖涉及釋放先前根據籌資條款被封鎖的代幣。專案會謹慎安排這些釋放時間,以避免市場壓力並防止代幣價格下跌。

<OP>必須翻譯為<OP>。
<ENS>必須翻譯為<ENS>。
<AR>必須翻譯為<AR>。
'代幣'必須翻譯為'代幣'。
'籌碼'必須翻譯為'籌碼'。

下週要關注的3個代幣解鎖

據Onchain Lens 近日追蹤數據顯示，有一個沉睡了 14.3 年的遠古比特幣錢包甦醒了。當時他在比特幣價格僅 0.067 美元時，於 2010 年囤積了 2000 枚比特幣，當時所花費的成本僅 134 美元，如今價值卻已成長到約 1.8 億美元，獲利超 130 萬倍。
據鏈上數據顯示，該錢包將 2000 枚 BTC 轉出到 50 個新錢包之後又再進行了多次資產轉移，在各個不同的錢包中輪轉，...

$134變1.8億美元！沉睡14年比特幣遠古巨鯨「甦醒」獲利超130萬倍

On April 24, Renzo, a popular liquidity re-staking project, officially announced detailed token distribution rules, but this caused dissatisfaction among many people in the community.

4月24日，熱門流動性再質押項目Renzo官方公佈了詳細的代幣分配規則，但這引起了社區很多人的不滿。

The price of Renzo's ETH deposit certificate token ezETH once plunged, and a serious decoupling occurred, falling to as low as around $1,600.

Renzo 的ETH存證代幣 ezETH 價格一度暴跌，出現嚴重脫鉤，最低跌至 1600 美元左右。

Sell ​​ezETH in advance and your points will be reset to zero
According to the official rules, Renzo Season 1 incentives will end on April 26, and users who sell their ezETH holdings before this date may not be eligible for the airdrop. Users can claim REZ on May 2 through the official claim website.

提前出售ezETH，積分將歸零
根據官方規則，Renzo第一季獎勵將於4月26日結束，在此日期之前出售ezETH持有量的用戶可能沒有資格獲得空投。用戶可在5月2日通過官方領取網站領取REZ。

Large investors lock up 50% of their positions, which is good for retail investors
It is worth noting that the big depositors on Renzo may be the most affected. The official said that 500 million REZ (5% of the total) will be distributed linearly based on the ezPoints accumulated by users.

大戶鎖倉50%，對散戶有利
值得注意的是，Renzo上的大戶可能受影響最大，官方稱5億REZ（佔總量5%）將根據用戶累計的ezPoints進行線性分配。

50% of the tokens of the top 5% of addresses will be unlocked immediately at TGE, and the remaining part will be released linearly within 6 months. Although this move offends big depositors, it is beneficial to small investors.

Top 5%地址的50%代幣將在TGE時立即解鎖，剩餘部分將在6個月內線性釋放。此舉雖然得罪了大戶，但對散戶來說卻是好事。

Only 5% allocated, deposit users feel "let down"
The most controversial part of Renzo’s token distribution is undoubtedly the proportion of tokens allocated to users who deposit into the protocol.
The official distribution map is as follows: 

僅分配5%，充值用戶感到“失望”
Renzo代幣分配中最受爭議的部分無疑是分配給充值到協議中的用戶的代幣比例。
官方分配圖如下：

Let's see @0xCaptainLevi think:
https://x.com/0xCaptainLevi/status/1782966223308996927

讓我們看看@0xCaptainLevi 的想法：
https://x.com/0xCaptainLevi/status/1782966223308996927

Perhaps the above view is not entirely pertinent, but the dissatisfaction of the community does exist. Coupled with the low liquidity pool depth of ezETH tokens on Uniswap, the price of ezETH has just deviated significantly, and once there was a spike, the price fell by as much as 50%, about $1,600.

或許上述觀點並不完全中肯，但社區的不滿情緒確實存在，再加上Uniswap上ezETH代幣的流動性池深度較低，ezETH的價格剛剛出現明顯偏離，一度出現暴漲，一度跌幅高達50%，約1600美元。

The time of the significant unpegging was very short, but many people took this opportunity to successfully buy the dips. According to the monitoring of on-chain analyst @ai_9684xtpa, a whale used 2,400 ETH to buy 2,499 ezETH during the unpegging period of ezETH, worth 6.98 million US dollars, and made a net profit of 99 ETH.

此次大幅度脫鉤的時間很短，但很多人卻藉此機會抄底成功，根據鏈上分析師@ai_9684xtpa 的監控，一位巨鯨在 ezETH 脫鉤期間，用 2400 ETH買入了 2499 ezETH，價值 698 萬美元，淨賺了 99 ETH。