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加密貨幣新聞文章

以太坊景觀目睹了明顯的情感轉變

2025/03/19 07:45

以太坊基金會(EF)報導了戰略性重新校準,已經引發了一波新的樂觀。

以太坊景觀目睹了明顯的情感轉變

The Ethereum landscape is heating up, fueled by a palpable shift in sentiment and a report by Dragonfly Capital partner Haseeb Qureshi following his attendance at ETH San Francisco.

以太坊的景觀正在加熱,這是由於明顯的情緒轉變和蜻蜓資本夥伴Haseeb Qureshi的報導所推動的。

As DeepMind's founders once said, "the best leaders aren't kings, they're coaches." It appears the Ethereum Foundation (EF) might be making this crucial transition.

正如DeepMind的創始人曾經說過的那樣:“最好的領導者不是國王,他們是教練。”似乎以太坊基金會(EF)可能正在使這種關鍵過渡。

After engaging with EF members and observing a newfound urgency and consensus among them, Qureshi has arrived at a bullish conclusion.

在與EF成員互動並觀察到新發現的緊迫性和共識之後,Qureshi得出了看漲的結論。

"I went into San Francisco skeptical of the narrative around the EF needing to fundamentally change, and I’m leaving feeling like they’re actively listening to feedback and experimenting with ways to evolve," Qureshi stated in a recent X post, formerly Twitter.

Qureshi在最近的X帖子中說:“我對EF的敘事持懷疑態度,對EF的敘述進行了根本性的改變,而我覺得他們會積極聽取反饋,並嘗試進化的方式。”

This statement is a stark contrast to Qureshi's previous assertions in 2020, where he expressed skepticism towards the EF's ability to adapt, attributing it to an academic and research-driven focus. However, it seems the industry landscape and persistent criticism have catalyzed a significant pivot in the EF's thinking.

這一說法與Qureshi先前在2020年的主張形成鮮明對比,在那裡他對EF的適應能力表示懷疑,將其歸因於學術和研究驅動的重點。但是,看來行業的格局和持續的批評已經催化了EF的思想重點。

“[The EF is] apparently also interested in trying to replicate some of Solana's 'Superteam' modules in order to focus more on capital building and entrepreneurial endeavors, which would be a huge change," Qureshi added.

Qureshi補充說:“ [EF]顯然也有興趣試圖複製Solana的一些'Superteam'模塊,以便更多地專注於資本建設和企業家努力,這將是一個巨大的變化。”

This shift in strategy is being driven by several factors. Firstly, the EF is apparently engaging more with investors and developers for feedback, a move motivated by the fact that "no one is investing in innovation at the fringes of the ecosystem."

戰略的這種轉變是由幾個因素驅動的。首先,EF顯然與投資者和開發商尋求反饋的更多參與,這一舉動是:“沒有人在生態系統的邊緣投資創新。”

This stands in contrast to 2020, where Qureshi claimed the EF was "more or less completely unserializable and unasked for by investors or developers."

這與2020年相反,Qureshi聲稱EF“或多或少是完全無法審理的,並且沒有投資者或開發商未掩蓋”。

The shift away from research and towards capital building also suggests a more pragmatic approach to ecosystem building, especially since, according to Qureshi, "no one is mindfully building capital modules or investing in them systematically."

從研究到資本建設的轉變也暗示了一種更務實的生態系統建設方法,尤其是因為根據Qureshi的說法,“沒有人會精心建立資本模塊或系統地對其進行投資。”

This observation is crucial given that despite boasting over $3.2 billion in tokenized US Treasuries, nearly 70% of the market according to rwa.xyz data, the broader crypto winter has led to a decline in investor interest in RWA tokens.

考慮到這一觀察至關重要的是,儘管有超過32億美元的代幣化美國國債,但根據RWA.xyz的數據,近70%的市場,更廣泛的加密冬季導致投資者對RWA代幣的利益下降。

Despite facing criticism, "leadership is attentive and considering how to adapt effectively," Qureshi noted, adding that "this isn't something we usually see from large, successful institutions."

Qureshi指出,儘管面臨批評,但“領導力是專心的,並且正在考慮如何有效適應,”他補充說:“這不是我們通常從大型,成功的機構中看到的。”

This engagement with community feedback and the exploration of operational changes are valuable in an industry as dynamic and unpredictable as cryptocurrency.

在社區反饋和對操作變化的探索中,這種參與在像加密貨幣一樣動態和不可預測的行業中很有價值。

The reported interest in replicating initiatives like Solana's Superteam, focusing on empowering local communities and providing resources to developers, further attests to this pivot.

據報導,諸如索拉納(Solana)的超級舞會之類的複制計劃的興趣,重點是賦予當地社區並向開發商提供資源,並進一步證明了這一樞紐。

This model has been praised for its effectiveness in driving adoption and growth, especially in a community like Solana's, which despite being smaller in size, has managed to attract a passionate following.

該模式因其在推動採用和增長方面的有效性而受到讚揚,尤其是在像索拉納(Solana)這樣的社區中,儘管規模較小,但還是設法吸引了熱情的追隨者。

Adopting a similar approach could benefit the Ethereum ecosystem significantly. By empowering local communities and providing targeted support to developers, the EF can accelerate the adoption of Ethereum and foster innovation within the ecosystem.

採用類似的方法可以顯著使以太坊生態系統受益。通過賦予當地社區的能力並向開發商提供有針對性的支持,EF可以加速以太坊和促進生態系統中的創新。

This shift could also help address concerns about the EF's perceived disconnect from the needs of the broader community, a criticism that has been raised in recent times.

這一轉變還可以幫助解決對EF與更廣泛社區的需求脫節的關注,這是最近提出的批評。

However, to fully appreciate the magnitude of this pivot, it's essential to consider the broader context of Ethereum's current standing.

但是,要充分欣賞這個樞軸的大小,必須考慮以太坊目前地位的更廣泛的背景。

While the EF's reported shift is generating optimism, Ethereum has faced challenges, particularly in recent months with its relative underperformance compared to other major cryptocurrencies and the criticism surrounding its leadership.

儘管EF報告的轉變正在引起樂觀,但以太坊面臨著挑戰,尤其是在最近幾個月中,與其他主要的加密貨幣相比,其相對錶現不佳以及圍繞其領導力的批評。

But it's crucial to acknowledge Ethereum's continued dominance in key areas.

但是,要承認以太坊在關鍵領域的持續統治至關重要。

For instance, according to Union Bank's report in May, Ethereum is lagging behind in DeFi, with projects like Axie Infinity and

例如,根據聯合銀行5月份的報告,以太坊在Defi中落後,Axie Infinity和

BlitPay closing down or migrating to other chains.

閃電站關閉或遷移到其他連鎖店。

Despite this, Ethereum still boasts the majority of the DeFi market share, with over 60% as of August 2023, according to DeFi Llama.

儘管如此,據Defi Llama稱,儘管如此,以太坊仍然擁有大部分Defi市場份額,截至2023年8月。

This pivot presents both challenges and opportunities. One of the key challenges will be to ensure that the shift towards ecosystem building does not come at the expense of essential research efforts. Maintaining a balance between these two priorities will be crucial for the long-term health of the Ethereum network.

這個樞紐提出了挑戰和機遇。主要挑戰之一是確保向生態系統建設的轉變不能以基本的研究工作為代價。在這兩個優先事項之間保持平衡對於以太坊網絡的長期健康至關重要。

Another challenge will be to ensure that the EF's efforts are inclusive and equitable. The organization must ensure that all stakeholders have a voice in shaping the future of the Ethereum ecosystem.

另一個挑戰是確保EF的努力包容和公平。該組織必須確保所有利益相關者在塑造以太坊生態系統的未來方面都有聲音。

However, the potential benefits of this strategic pivot are significant. By fostering project development, empowering local communities, and engaging with community feedback, the EF can accelerate the adoption of Ethereum and drive innovation within the ecosystem.

但是,該戰略樞紐的潛在好處是顯著的。通過促進項目開發,賦予當地社區權力並與社區反饋互動,EF可以加速以太坊的採用並推動生態系統中的創新。

This pivot also comes amidst the introduction of the Hoodi Testnet for the upcoming Pectra upgrade,

這個樞軸還在引入Hoodi Testnet中,以供即將到來的Pectra升級,

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