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加密貨幣新聞文章

ZerePy框架標準:發還是不發幣?

2024/12/23 12:02

ZerePy正式宣布發布ZerePy框架和標準。很多人把注意力集中在為什麼代幣不公開發行

ZerePy框架標準:發還是不發幣?

0xzerebro has officially announced the release of the ZerePy framework and standards. Many people have focused their attention on why the token was not issued openly, and have fallen into the fantasy of creating a new ELIZA community myth.

0xzerebro 正式宣布發布 ZerePy 框架和標準。許多人把注意力集中在為什麼該代幣沒有公開發行,並陷入了創造新的 ELIZA 社區神話的幻想中。

This question is actually quite thought-provoking. Let's talk about our opinions:

這個問題其實很值得深思。來說說我們的看法:

1) For DAO organizations driven by ownerless AI Agent applications such as ai16z, the ELIZA framework standard represents a kind of community cohesion and expectations for the subsequent development of the open source ecosystem.

1)對於ai16z等無主AI Agent應用驅動的DAO組織來說,ELIZA框架標準代表了一種社區凝聚力和對開源生態後續發展的期望。

As a framework standard, ELIZA's influence in the Github developer community is growing at a visible rate. As a community currency, it is officially endorsed by ai16z and has received consistent market expectations.

作為一個框架標準,ELIZA 在 Github 開發者社群中的影響力正在以可見的速度成長。作為社群幣,獲得ai16z官方背書,得到了市場的一致期待。

There are many accidental factors, and it is not the development path originally set. Therefore, how ai16z designs Tokenomics and sorting out the relationship between ai16z and ELIZA will be the top priority. However, there are still variables in how to integrate, which requires further observation;

有很多偶然因素,並不是原來設定的發展道路。因此,ai16z如何設計Tokenomics,釐清ai16z與ELIZA的關係將是重中之重。但如何整合仍有變數,需要進一步觀察;

2) The problem is that subsequent projects such as ARC, Swarms, etc. have all taken the Github repo initial token issuance route (IGO). This novel MEME-based issuance method is itself a means of community financing, which is understandable.

2)問題在於,後續項目如ARC、Swarms等都走的是Github repo初始代幣發行路線(IGO)。這種新穎的基於MEME的發行方式本身就是一種社區融資的手段,這是可以理解的。

But the framework standard itself, whether to issue a coin, and how to empower it after issuing it become the key. At present, under the market Fomo sentiment, issuing coins seems to have become the standard, but if there is no judgment standard, there will be a period of fake coins that are issued just for the sake of issuing coins, which is obviously not advisable;

但框架標準本身,是否發幣,發幣後如何賦能成為關鍵。目前,在市場Fomo情緒下,發幣似乎已經成為標準,但如果沒有判斷標準,就會出現一段為了發幣而發假幣的時期,這顯然是不可取的;

3) The emergence of ZerePy is just an example. In essence, the relationship between zerePy and Zerebro is similar to the relationship between OP Stack and Optimism. It will release Zerebro's successful deployment experience in single AI applications in the form of an open source basic framework, allowing more single AI applications with Zerebro genes to appear in the market.

3)ZerePy的出現只是一個例子。本質上,zerePy 和 Zerebro 之間的關係類似於 OP Stack 和 Optimism 之間的關係。它將以開源基礎架構的形式發布Zerebro在單體AI應用的成功部署經驗,讓更多帶有Zerebro基因的單體AI應用出現在市場上。

For Zerebro, this is a commercial expansion method of open source traffic and ecosystem monetization. It is possible to issue new framework coins or authorize MEME coins, but the specific choice depends on where Zerebro's market focus is. It is not wise for an ambitious single AI to hastily issue a "spin-off plate".

對 Zerebro 來說,這是一種開源流量和生態變現的商業擴張方式。可以發行新的框架幣,也可以授權MEME幣,但具體選擇取決於Zerebro的市場重點在哪裡。野心勃勃的單一AI急於發行「分拆板塊」並不明智。

Unless the ZerePy ecosystem develops to a certain extent and has a platform-based trend, and the old Zerebro's Tokenomics cannot take into account the incentive efficiency of ZerePy, then the significance of issuing coins will become apparent. Before that, similar tokens can only be regarded as MEME.

除非ZerePy生態發展到一定程度,有平台化的趨勢,老Zerebro的Tokenomics無法兼顧ZerePy的激勵效率,那麼發幣的意義就會顯現出來。在此之前,類似的代幣只能被視為MEME。

Therefore, I believe that soon, the framework standard for whether to issue coins will evolve into a set of internal logic:

因此,我相信很快,是否發幣的框架標準將會演變成一套內部邏輯:

For the framework standards that fully consider the effectiveness of Tokenomics, need to rely on the platform effect, and focus on the platform to realize chain operation, issuing coins is a necessity.

對於充分考慮通證經濟有效性、需要依托平台效應、聚焦平台實現鏈上運作的框架標準,發幣是必然的。

For the ecosystem that focuses on single AI or other DAO organization types, whether the framework needs to issue coins depends on the specific analysis of the specific issues.

對於專注於單一AI或其他DAO組織類型的生態系統,框架是否需要發幣取決於特定問題特定分析。

Finally, I would like to remind my friends that the "asset issuance" method issued by Github for the first time is indeed novel, but fraud is bound to be rampant in the early stages. It is necessary to learn to identify the quality of Github repository code, analyze the feasibility of its vision for commercial application implementation, and the key is the reliability of team members.

最後提醒小夥伴們,Github首次發布的「資產發行」方式確實新穎,但前期勢必有詐欺猖獗的情況。要學會辨識Github倉庫程式碼的質量,分析其願景對於商業應用實現的可行性,關鍵在於團隊成員的可靠性。

ELIZA has set a precedent for the official endorsement of the community MEME coin. It is not certain whether similar projects will exist in the future. Moreover, whether ELIZA can be truly empowered has become an unknown variable. It is too risky to buy in blindly based on assumptions and speculation when you see a framework standard.

ELIZA開創了社區MEME幣官方背書的先例。目前還不確定未來是否會存在類似的項目。而且,ELIZA能否真正賦能,也成為了未知的變數。當你看到一個框架標準時,基於假設和猜測而盲目買入,風險太大。

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