内核DAO（内核）价格预测

Kerneldao强烈着重于从BNB和BTC等主要资产中解锁价值，不仅要吸引投资者的兴趣，而且还塑造了更广泛的对话

Kernel DAO is a leading restaking protocol on BNB Chain, enabling users to restake BNB and BTC for extra rewards, enhanced security, and governance participation.

内核DAO是BNB链上的领先重新制定协议，使用户能够重新启动BNB和BTC获得额外的奖励，增强的安全性和治理参与。

The protocol has a native token, $KERNEL, which serves as both a governance asset and a reward mechanism.

该协议具有本地令牌$内核，既可以作为治理资产又是奖励机制。

With community-driven tokenomics, airdrop incentives, and integrated insurance, Kernel DAO is positioning itself as a core player in the restaking space.

凭借社区驱动的令牌学，空投激励措施和综合保险，内核Dao将自己定位为Restaking Space的核心参与者。

What is Restating?

什么是重新安排？

Restating is a new paradigm in blockchain security and decentralized governance. It enables protocols or appchains to inherit the security of another chain or validator set.

重述是区块链安全和分散治理的新范式。它使协议或应用程序能够继承另一个链或验证器集的安全性。

This contrasts with traditional models where each chain starts from scratch, often leading to limited initial security and a "siloed" ecosystem.

这与传统模型形成鲜明对比，每个链条从头开始，通常会导致初始安全性和“孤立”生态系统。

In essence, restaking allows protocols to cooperate and build upon each other's strengths, fostering a more integrated and sustainable Web3 ecosystem.

从本质上讲，重新制作允许协议可以合作并依靠彼此的优势，从而促进了一个更加集成和可持续的Web3生态系统。

Why Is Kernel DAO Important?

为什么内核Dao很重要？

Several factors contribute to Kernel DAO’s prominence:

多几个因素导致内核Dao的重要性：

* Strong focus on unlocking value from major assets like BNB and BTC.

*重点关注从BNB和BTC等主要资产中解锁价值。

* Strategic investments from YZI Labs, known for early involvement in successful Binance ecosystem projects.

* Yzi Labs的战略投资，以早期参与成功的二元生态系统项目而闻名。

* Active participation in the broader conversation around decentralized governance and sustainable token utility.

*积极参与围绕分散的治理和可持续代币实用程序进行更广泛的对话。

* Active promotion from CZ himself, lending further weight and validation within the BNB Chain community.

*从CZ本人开始积极晋升，在BNB连锁社区内进一步贷款和验证。

These factors help Kernel DAO stand out. It’s not just another restaking project but a potential infrastructure backbone for BNB Chain’s modular future.

这些因素有助于内核DAO脱颖而出。这不仅是另一个重新生产项目，而且是BNB链模块化未来的潜在基础设施骨干。

Source: DeFiLlama

资料来源：Defillama

Kernel DAO Tokenomics

DAO Tokenomics

Token Allocation

令牌分配

$KERNEL Tokenomics – Source: Kernel DAO

$ kernel tokenomics - 资料来源：dao

The initial circulating supply is 162,317,496 tokens (16.23% of 1,000,000,000) which is a low float. This evokes parallels with prior instances of low float, high FDV token scenarios is now common among Binance listing projects such as StarkNet (STRK) or ZKsync (ZK). Still, it often draws criticism.

最初的循环供应量为162,317,496个代币（1,000,000,000个中的16.23％），这是一个低浮标。这引起了与先前的低浮动事件相似之处，现在在Binance列表项目（例如Starknet（Strk）或Zksync（ZK））的binance列表项目中很常见。尽管如此，它经常引起批评。

In 2023-2025 crypto markets, this structure tends to inflate early valuations and spark post-TGE corrections. Selling pressure rises as token unlocks begin.

在2023 - 2025年的加密货币市场中，这种结构往往会膨胀早期估值并引发tge后校正。随着令牌解锁的开始，销售压力上升。

KERNEL Airdrop Allocation

内核空调分配

KernelDAO emphasizes community rewards. It allocates 60% of $KERNEL to community and ecosystem incentives. This includes 55% for rewards, 20% for airdrops, and 35% for future incentives.

内尔达尔强调社区奖励。它将60％的$内核分配给社区和生态系统激励措施。这包括奖励的55％，空投的20％，未来激励措施的35％。

Source: Kernel DAO

资料来源：内核道

Kernel DAO Token Price Prediction

内核DAO代币价格预测

Market comparison

市场比较

In the rising narrative of restaking, three major protocols have captured attention through high-profile Binance listings: Kernel DAO (KERNEL), Solayer (SLYR), and Renzo (REZ). While all three fall under the same restaking category, they serve different ecosystems and follow distinct strategies.

在恢复的叙述中，三个主要协议通过备受瞩目的二元列表引起了人们的关注：内核Dao（内核），Solayer（Slyr）和Renzo（Rez）（Rez）。尽管这三个都属于同一重新恢复类别，但它们为不同的生态系统提供了措施并遵循不同的策略。

Projects Comparison

项目比较

To understand Kernel DAO’s potential, it’s crucial to compare it with other prominent players in the restaking space – Solayer and Renzo, both of which also launched via Binance Launchpool in the same cycle.

为了了解内核Dao的潜力，将其与Restaking Space中的其他杰出参与者进行比较 - Solayer和Renzo，这两者在同一周期中也通过Binance Launchpool推出。

Solayer is a restaking layer that is purpose-built for the Solana ecosystem. It offers modular validator infrastructure that enables appchains and rollups to inherit Solana’s base-layer security. Though still in the early stages of adoption, Solayer is strategically positioned to grow alongside Solana’s evolving modular narrative. According to data, LAYER launched at 0.816 USD, giving it a TGE FDV of 816 million USD. It later reached an ATH of 1.58 USD, translating to an ATH FDV of 1.5 billion USD.

Solayer是一个重新修复的层，对Solana生态系统是专门建造的。它提供了模块化验证器基础架构，该基础架构使AppChains和croups可以继承Solana的基层安全性。尽管仍处于采用的早期阶段，但在战略上，Solayer仍在与Solana不断发展的模块化叙事一起发展。根据数据，Layer推出的价格为0.816美元，其TGE FDV为8.16亿美元。后来，它达到了1.58美元的ATH，转化为15亿美元的ATH FDV。

Renzo, meanwhile, is the clear leader in Ethereum restaking and currently the most recognized Liquid Restaking Token (LRT) provider in the EigenLayer ecosystem. It allows users to stake ETH via ezETH and earn dual rewards – from both traditional ETH staking and actively validated services (AVS). With over 3.5 billion USD in TVL and strong DeFi integrations, Renzo quickly established itself as a dominant force. However, its token design drew criticism due to a relatively low community allocation – just 32% of REZ for users. REZ launched at 0.02 USD with a TGE FDV of 240 million USD and reached an ATH of 0.278 USD, bringing its ATH FDV to approximately 2.78 billion USD.

同时，伦佐（Renzo）是以太坊恢复的明确领导者，目前是特征莱勒生态系统中最知名的液体重新生产令牌（LRT）提供商。它允许用户通过Ezeth存储ETH，并从传统的ETH Staking和Abiveed验证服务（AVS）中获得双重奖励。伦佐（Renzo）拥有超过35亿美元的TVL和强大的Defi集成，迅速确立了自己的主导力量。但是，由于社区的分配相对较低，其代币设计引起了批评，仅占用户的32％。 Rez以0.02 USD的价格发行，TGE FDV为2.4亿美元，达到0.278美元的ATH，其ATH FDV达到了约27.8亿美元。

In contrast, Kernel DAO offers a fresh take on restaking: supporting BNB and BTC assets, integrating a native insurance mechanism, and allocating a generous 55% of its token supply to the community. While its value proposition is strong, adoption has been relatively slower – partly due to the fragmented nature of BNB Chain’s DeFi ecosystem compared to Ethereum or Solana.

相比之下，内核DAO提供了重新生产的全面措施：支持BNB和BTC资产，整合了本地保险机制，并将其代币供应的55％分配给社区。尽管其价值主张很强，但采用率相对较慢 - 部分原因是BNB链的Defi生态系统与以太坊或Solana相比。

Despite Kernel DAO’s robust fundamentals and a TVL already exceeding 1.6 billion USD, its TGE price of 1.80 USD gives it an

尽管内核Dao的强大基础和TVL已经超过16亿美元，但其TGE价格为1.80美元