Vertex Protocol——有望成为永续合约DEX龙头

PentaLab02-23

来源：PentaLab项目名称: Vertex Protocol代币: VRTX目前市值: 46.7百万美元6个月预估市值: 56.5百万美元上升空间: 21%Penta十维度评分: 72数据截至: 2024年2月16日完整报告下载：pentalab.io垂直整合三大主流Defi产品，DEX最低交易费。Vertex Protocol 是一个建立在Arbitrum 网络上的去中心化交易所 (DEX)...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2413048785?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/data:image/png;base64,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?op=imageView2&mode=2&width=256&height=256&quality=70&format=png","is_english":false,"pubTime":"2024-02-23 12:43","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2413048785","market":"us","top_or_hot":-1,"title":"Vertex Protocol——有望成为永续合约DEX龙头","media":"PentaLab","content":"<div>\n<p>来源：PentaLab项目名称: Vertex Protocol代币: VRTX目前市值: 46.7百万美元6个月预估市值: 56.5百万美元上升空间: 21%Penta十维度评分: 72数据截至: 2024年2月16日完整报告下载：pentalab.io垂直整合三大主流Defi产品，DEX最低交易费。Vertex Protocol 是一个建立在Arbitrum 网络上的去中心化交易所 (DEX)...</p>\n\n<a href=\"https://www.jinse.cn/news/blockchain/3675685.html\">网页链接</a>\n\n</div>\n","source":"jinse_stock","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Vertex Protocol——有望成为永续合约DEX龙头</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nVertex Protocol——有望成为永续合约DEX龙头\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-23 12:43 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.jinse.cn/news/blockchain/3675685.html><strong>PentaLab</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>来源：PentaLab项目名称: Vertex Protocol代币: VRTX目前市值: 46.7百万美元6个月预估市值: 56.5百万美元上升空间: 21%Penta十维度评分: 72数据截至: 2024年2月16日完整报告下载：pentalab.io垂直整合三大主流Defi产品，DEX最低交易费。Vertex Protocol 是一个建立在Arbitrum 网络上的去中心化交易所 (DEX)...</p>\n\n<a href=\"https://www.jinse.cn/news/blockchain/3675685.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0256863811.USD","symbol_name":"ALLIANZ US EQUITY \"A\" INC","start_time":0,"source_url":"https://www.jinse.cn/news/blockchain/3675685.html","article_id":"2413048785","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/data:image/png;base64,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?op=imageView2&mode=2&width=256&height=256&quality=70&format=png"],"rights":{"source":"jinse_stock","url":"https://www.jinse.cn/news/blockchain/3675685.html","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2413048785","pubTimestamp":1708663399,"sourceInfo":{"source_id":"jinse_stock","name":"金色财经"},"weMediaInfo":null,"summary":"即将上线V2版本将为用户提供更多的长尾资产，长期有望成为龙头。","collect":0,"end_time":0,"defaultTopTitle":"jinse.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0256863811.USD":"ALLIANZ US EQUITY \"A\" INC","LU2362541273.HKD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (HKD) ACC","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4588":"碎股","LU2362541513.USD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (USD) ACC","IE0002141913.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (USD) ACC","VRTX":"福泰制药","LU0234570918.USD":"高盛全球核心股票组合Acc Close","IE00B894F039.SGD":"Legg Mason ClearBridge - US Aggressive Growth A Acc SGD-H","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","LU0889565916.HKD":"FRANKLIN BIOTECHNOLOGY DISCOVERY \"A\" (HKD) ACC","IE00B19Z3581.USD":"Legg Mason ClearBridge - Value A Acc USD","IE0009355771.USD":"骏利亨德森环球生命科技A Acc","LU0320765992.SGD":"FTIF - Franklin Biotechnology Discovery A Acc SGD","IE00B19Z3B42.SGD":"Legg Mason ClearBridge - Value A Acc SGD","IE00BJT1NW94.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"A2\" (SGDHDG) ACC","LU0109394709.USD":"富兰克林生物科技新领域基金A (acc)","LU0079474960.USD":"联博美国增长基金A","IE00B19Z9P08.USD":"LEGG MASON CLEARBRIDGE US AGGRESSIVE GROWTH \"A\" (USD) INC","LU2362540622.SGD":"WELLINGTON NEXT GENERATION GLOBAL EQUITY \"A\" (SGDHDG) ACC","BK4023":"应用软件","LU0058720904.USD":"联博国际健康护理基金A","LU0289739699.SGD":"AB INTERNATIONAL HEALTH CARE PORTFOLIO \"A\" (SGD) ACC","VERX":"Vertex, Inc.","IE00B2B36J28.USD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I1\" (USD) INC","BK4532":"文艺复兴科技持仓","BK4567":"ESG概念","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","BK4585":"ETF&股票定投概念","BK4139":"生物科技","BK4533":"AQR资本管理(全球第二大对冲基金)","IE0002270589.USD":"LEGG MASON CLEARBRIDGE VALUE \"A\" (USD) INC","IE00B19Z9Z06.USD":"Legg Mason ClearBridge - US Aggressive Growth A Acc USD","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","IE00BJJMRZ35.SGD":"JANUS HENDERSON GLOBAL LIFE SCIENCES \"I2\" (SGDHDG) ACC","IE00BFTCPJ56.SGD":"Janus Henderson Global Life Sciences A Acc SGD"},"translate_title":"Vertex Protocol-is expected to become the leader of DEX for sustainable contracts","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"VRTX":1,"VERX":1},"content_text":"来源：PentaLab项目名称: Vertex Protocol代币: VRTX目前市值: 46.7百万美元6个月预估市值: 56.5百万美元上升空间: 21%Penta十维度评分: 72数据截至: 2024年2月16日完整报告下载：pentalab.io垂直整合三大主流Defi产品，DEX最低交易费。Vertex Protocol 是一个建立在Arbitrum 网络上的去中心化交易所 (DEX) ，将三种最受欢迎的DeFi产品现货、永续和集成货币市场进行独特融合，用户无需在相互隔离的DeFi应用程序之间切换即可进行资产买卖，使用杠杆做多或做空衍生品合约，借入/借出资产池。无论什么产品，做市者（Maker）在Vertex 上可以免费交易费并获得0.005%的费用回扣，而流动性提供者（Taker）的费用都是0.02%，费率可以和中心化交易所媲美。通用的全仓保证金和混合 CLOB/AMM 机制提高交易效率。对于Verte而言投资组合即为用户的保证金，能够利用保证金最大化回报，对冲风险。通过结合AMM和链下订单簿(CLOB)报价，有效通过取长补短获取了CEX的低Gas fee和高频交易能力，同时保持了DEX的特点，也规避了两种孤立模型可能存在的问题。即将上线V2版本将为用户提供更多的长尾资产，长期有望成为龙头。V2将会是一个跨多个链的产品，使不同区块链上的用户资产可以共享Vertex同一个流动性订单簿，用户将不需要离开Vertex的产品页面，就能将分布在不同链上的资产随时调用进来充当流动性，进行交易或者LP。同时V2也将为用户提供更多的交易长尾资产类别，更广泛的保证金抵押品的选择，独立隔离的保证金制度和更少的Gas费用。我们预期这些优势有望使Vertex成为长期龙头。voVRTX代币捕获真实收入，与代币交易激励共创增长飞轮。Vertex协议通过交易奖励计划分配比例高达44%的VRTX代币，同时挖矿获得的VRTX代币可以通过质押形成voVRTX，且质押期间的交易活动越活跃、质押时间越长，得到的voVRTX越多，获得USDC交易费用的比例越高。真实收入吸引用户的加入、激励用户长期持有VRTX代币、参与质押及提高交易活跃度，形成正向循环。估值：我们研究发现，DEX的永续合约赛道还处于圈地阶段，各家交易量波动比较大，主要受到底层资产价格变动，代币奖励，上链情况等影响。我们看好Vertex的全仓保证金和混合 CLOB/AMM 机制，认为随着交易品种增加以及下一版本V2问世，其长期有机会成为永续合约的DEX龙头，不过由于Vertex表示V2不一定可以在未来六个月内上线，我们目前还是根据V1的2023年12月以来七天年化交易量即1480亿美元，以及平均比例0.0038倍得到六个月目标流通市值为56.5百万美元，相对现在市值46.7百万美元有21%上升空间。主要风险：竞争加剧风险，V2版本更新不及预期。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.22.4","shortVersion":"4.22.4","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2413048785"}