2026年2月20日，一则看似平常的运营更新，在比特币矿业投下了一枚震撼弹。

如果3月只能选一个meme币关注，那一定是“我的刀盾”。

近日，AI营销企业钛动科技递表港交所，冲刺“Multi-Agent第一股”。

​无论你喜欢与否，我们认为迷因币（Memecoins）都将长期存在。本文将分享对该行业的宏观观点，并深入探讨我们正在密切监测的meme币。

2026年3月3日，金融行动特别工作组（FATF）发布了《稳定币与非托管钱包专项报告：P2P交易》。

即便在我以前工作的那家投行形势大好的时候，也总感觉新一轮裁员近在咫尺——我想，部分原因在于管理层根本不知道他们到底需要多少人。

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如果说 2021-2024 年是「L2 外包时代」，那今年则标志着以太坊「主权回归」的开端。

据官方消息，Frax Finance 的奇点（Singularity）路线图第一部分提案已通过社区投票，其将带来的变化如下： 首先，随着 FRAX 稳定币得到全额抵押，veFXS 持有者的收益分享最早可以在本周三开始，FXS 通过 Fraxtal 流动性引擎进行的回购最早也将于下周启动。 其次，sFRAX 的上限利率将提高到 50% APY，最低利率为 5.40%。这意味着 sFRAX 将在 DeFi 中拥有基准利率，直到大部分 FRAX 供应被抵押，之后在 sFRAX 100%供应的情况下，APY 收敛到 5.40%。 Frax 还与 Ethena 合作，将 2.5 亿枚 FRAX 分配给借贷协议 Morpho 中的 sUSDe 借贷池以及 Fraxlend 和 Curve 中的 POL，以扩大 Frax 的现金流，提升 sFRAX APY，以及增加 sUSDe＜＞FRAX 流动性。 未来几周内，sfrxETH 将通过战略合作关系得到 EigenLayer AVS 验证者的支持，为持有者提供积分和额外收益。 另外，为了让社区有更多时间在 Fraxtal 上质押 veFXS， FXTL 积分的第二个快照日期将移至 4 月 18 日 07:59。

According to Foresight News, Frax Finance has opened community voting for the first part of its Singularity Roadmap proposal, with the voting deadline set for March 31st, 8:17. The proposal includes the launch of Fraxtal, where all Frax assets, including FRAX, sFRAX, frxETH, and new Frax assets, will be initially issued on Fraxtal. Additionally, 23 L3s will be launched within the next year to kickstart the Fraxtal Nation community, along with a new FXS Singularity token economy.

Frax Finance 创始人 Sam Kazemian 在治理论坛发布 Frax 的未来路线图，其中包括到 2026 年底实现 Fraxtal TVL 超过 1000 亿美元的目标。未来，包括 FRAX、sFRAX、frxETH（以及新的 Frax 资产）在内的所有 Frax 资产都将首先在 Fraxtal 上发行。 未来 365 天内，Frax 计划推出 23 个官方 L3，以启动 Fraxtal Nation 社区。L3 链不仅可以通过 Flox 获得 FXTL 积分，而且 23 个 L3 链插槽是为官方合作伙伴保留的，他们将获得 Fraxtal 核心开发人员的额外支持，并分配大量的 FXTL。此外，Frax 今年可能会推出 frxNEAR、frxTIA 和 frxMetis 等新资产。 Kazemian 还建议重新开启协议费用开关，将 50% 的收益流向 veFXS，另外 50%用于回购 FXS 及其他 Frax 资产；还提议将 FPIS 到 veFXS 的转换率降低 67%，以新的转换率 1 FPIS -＞ 1.33 veFXS，锁仓期四年。

According to PANews, Frax founder Sam Kazemian recently shared the company's future roadmap during a governance forum, which includes a goal of achieving over $100 billion in Fraxtal TVL by the end of 2026. In the next 365 days, the plan is to launch 23 official L3s to kickstart the Fraxtal Nation community and conduct a massive distribution of FXTL. Additionally, new assets such as frxNEAR, frxTIA, and frxMetis may be introduced this year. Kazemian also suggested reactivating the protocol fee switch, directing 50% of the revenue towards veFXS and using the remaining 50% for repurchasing FXS and other Frax assets. He proposed reducing the conversion rate from FPIS to veFXS by 67%, with a new conversion rate of 1 FPIS to 1.33 veFXS for a four-year term.

더블록에 따르면 알고리즘 기반 스테이블코인 프로젝트 프랙스 파이낸스(Frax Finance) 커뮤니티에 프로토콜 수수료 시스템 재조정 관련 거버넌스 제안이 상정됐다. 수수료의 50%는 veFXS 보유자에게, 나머지 50%는 FXS 유동성 엔진(FLE) 페어링에 사용되는 FXS 및 프랙스 자산 구매에 사용하자는 게 골자다.

去中心化稳定币项目Frax Finance通过一项新提案，推进恢复协议费用开关的进程。 “我们提议重新打开协议费用开关，将50%的收益流向veFXS，另外50%用于购买FXS和其他Frax资产，在FXS流动性引擎（FLE）中进行配对，”Frax Finance在周四的提案中写道。“FLE将允许Frax继续构建其资产负债表，同时大幅增加FXS及其配对Frax资产的流动性。” 该提案还详细说明了一个新的代币经济系统将如何完全抵押去中心化稳定币FRAX，此外还提出了增强收益结构的建议。关于其非流动性质抵押奖励veFXS，“一旦通过此提案，veFXS抵押者将获得全部协议费用，这些费用将加入到以太坊主网上的veFXS收益分配器，以及不久后在Fraxtal上的veFXS收益分配合约。”（The Block）

Frax Finance is considering a pivotal shift in its revenue-sharing strategy. The project disclosed the potential for stakers of its native token, FXS, to enjoy a share of protocol fees. This approach mirrors the successful model adopted by the leading decentralized exchange (DEX), Uniswap, which has significantly engaged its community. FXS Token Surges 16% in Anticipation of Revenue... source: https://beincrypto.com/defi-token-frax-surge-uniswap-model/

Frax Finance is looking to mirror Uniswap’s proposal to allocate protocol fees to stakers FXS price surged to highs of $9.64 and could break above $10 if bulls hold onto gains. After the Uniswap Foundation released a proposal seeking to distribute network fees to UNI stakers, the team at Frax Finance have outlined a similar […] source: https://coinjournal.net/news/heres-why-frax-finance-fxs-token-soared-today/

According to CoinDesk, Frax Finance's core team is contemplating a proposal to distribute protocol revenue among stakers of its veFXS token. The community will have the final say on whether to approve the proposal, according to Frax's CEO. If submitted, this proposal would follow a similar one made last week by leading decentralized exchange Uniswap. Frax Finance's CEO and founder, Sam Kazemian, revealed that the decentralized finance (DeFi) protocol's core team might soon propose sharing a portion of protocol fees with stakers of its native token, following Uniswap's example. The governance and utility token for the ecosystem is FXS, and users who lock their FXS receive veFXS tokens, allowing them to maintain their utility and governance rights. These veFXS tokens can be staked on the Ethereum mainnet and natively on Frax Finance's layer 2, Fraxtal. The community voted to halt revenue sharing in 2022. Last week, Uniswap proposed rewarding UNI token holders who stake and delegate their staked tokens with a portion of the DEX's fee earnings. This proposal was well-received by the crypto community, resulting in a 60% increase in UNI's value. Several other DeFi tokens, including COMP, AAVE, and SUHI, also experienced a rise in value. Kazemian stated that they would follow Uniswap's lead in proposing the revenue sharing, but it would be up to the community to pass it.

According to BlockBeats, on February 26, the price of FXS token experienced a short-term surge of over 11% due to the news that Frax Finance plans to share protocol revenue with veFXS token holders. The current price of FXS is reported to be $9.3. This increase in price comes as a result of Frax Finance's proposal to distribute a portion of the protocol's income to veFXS token holders, which has positively impacted the market sentiment for the FXS token. The move is expected to benefit the token holders and potentially attract more investors to the project. Frax Finance is a decentralized finance (DeFi) platform that aims to provide a stablecoin with an algorithmic approach to maintaining its value. The FXS token is the governance token of the platform, allowing holders to participate in the decision-making process and influence the future development of the project.