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仲裁分散的自治组织(DAO)的成员正在讨论分配的资金的潜在回忆,以在网络上建立游戏生态系统
Members of Arbitrum’s decentralized autonomous organization (DAO) are discussing a potential clawback of funds allocated to build a gaming ecosystem on the network, citing a lack of progress and transparency.
仲裁分散的自治组织(DAO)的成员正在讨论分配的资金的潜在回避,以缺乏进步和透明度,以在网络上建立游戏生态系统。
On March 24, DAO member Ethan van der Heyden submitted a proposal to recover unused funds from the Arbitrum Gaming Catalyst Program (GCP). The program, which launched in 2024, aimed to position Arbitrum as a leading platform for onchain gaming development.
3月24日,DAO成员Ethan van der Heyden提出了一项提案,以从仲裁游戏催化剂计划(GCP)中收回未使用的资金。该计划于2024年启动,旨在将仲裁定位为OnChain游戏开发的领先平台。
According to van der Heyden, the GCP was approved when projections were “exceptionally optimistic” and had become “proved unsustainable.”
根据Van Der Heyden的说法,GCP在预测“异常乐观”时获得了批准,并已被证明是不可持续的。
“We must wind down GCP activities and secure all possible funds in order to safeguard the DAO’s funds and restore investor confidence in the ability of this DAO to allocate capital,” he wrote in the proposal on the governance forum.
他在治理论坛上的提案中写道:“我们必须放弃GCP活动并确保所有可能的资金,以维护道路的资金,并恢复投资者对这项DAO分配资本能力的信心。”
The community member added that the GCP had been reluctant to document its activities and that the program was not delivering on its promises.
社区成员补充说,GCP不愿记录其活动,该计划没有兑现其诺言。
Another DAO member seconded the proposal, saying that the community must secure what is left of the funds:
另一位DAO成员提出了提案,称社区必须确保资金剩下的东西:
While many others agreed to an immediate clawback of the funds, some said it may be counterproductive. One DAO member said that while the motivation may be valid, they favored a more constructive approach.
尽管许多其他人同意立即对资金进行回避,但有些人说这可能会适得其反。一位DAO成员说,尽管动机可能有效,但他们赞成一种更具建设性的方法。
“The desire to protect DAO funds and ensure transparency is burning bright, but immediately resorting to a complete clawback seems overly harsh and potentially counterproductive,” they wrote.
他们写道:“渴望保护道德资金并确保透明度燃烧明亮,但立即诉诸于完整的回扣似乎过于苛刻,可能会适得其反。”
The DAO member suggested phased clawbacks instead of immediately taking the program’s funding back and proposed flexible reporting standards to allow a more streamlined approach for the GCP.
DAO成员建议分阶段的回扣,而不是立即取回该计划的资金,并提出了灵活的报告标准,以允许对GCP进行更简化的方法。
Arbitrum token declined 81% since the GCP launch
自GCP启动以来,仲裁令牌下降了81%
The GCP was introduced on March 12, 2024, as a way to fuel the growth of Web3 gaming within the Arbitrum ecosystem.
GCP于2024年3月12日推出,以推动仲裁生态系统中Web3游戏的增长。
It allocated about 225 Arbitrum (ARB) tokens to invest in promising studios and games for network development and establish Arbitrum as a leader for onchain gaming.
它分配了大约225个仲裁(ARB)代币,以投资于有前途的工作室和游戏以进行网络开发,并确立仲裁作为OnChain Gaming的领导者。
However, the program coincided with a $2.2 billion token unlock, which may have caused the token’s price to drop. By June 2024, the tokens allocated to the program were only worth about $215 million, more than 50% less than their original value.
但是,该计划恰逢代币的22亿美元解锁,这可能导致令牌的价格下跌。到2024年6月,分配给该计划的代币仅价值约2.15亿美元,比其原始价值少50%以上。
At the time of writing, ARB tokens are trading at $0.38, 81% down from its price during the GCP launch.
在撰写本文时,ARB代币的交易价格为0.38美元,比GCP发行期间的价格下跌81%。
Arbitrum token’s decline since the GCP launch. Source: CoinGecko
自GCP推出以来,仲裁令牌的下降。资料来源:Coingecko
Another project has also begun implementing a plan to navigate the bearish market. On March 14, ZKsync sunset its liquidity rewards program ZKsync Ignite, saying that current market conditions had influenced the decision to end the program.
另一个项目还开始实施一项计划来浏览看跌市场。 3月14日,ZKSYNC日落其流动性奖励计划Zksync Ignite,称当前的市场状况影响了结束该计划的决定。
Related: Axie Infinity teases new Web3 game as NFT outlook turns positive
相关:Axie Infinity戏弄新的Web3游戏,因为NFT Outlook变为正面
Broader decline Web3 gaming funding
更广泛的Web3游戏资金
The Arbitrum DAO proposal also comes amid a decline in Web3 gaming investments. Toshiyuki Otsuka, the founder of GameFi platform Snpit, told ChainShot that factors like market volatility and oversaturation of low-quality projects are slowing investment in Web3 gaming.
Web3游戏投资的下降,仲裁DAO提案也出现了。 Gamefi Platform Snpit的创始人Toshiyuki Otsuka告诉Chainshot,诸如市场波动和低质量项目的过度饱和的因素正在放缓对Web3游戏的投资。
“Many investors are taking a more cautious approach, waiting to see which projects can demonstrate long-term viability before committing capital,” Otsuka said.
Otsuka说:“许多投资者正在采取更加谨慎的态度,等待在承诺资本之前,要看哪些项目可以证明长期的生存能力。”
Otsuka added that the speculative rush of the past few years has given way to a more sustainable investment landscape for Web3 gaming, where only the most promising players are able to secure funding.
Otsuka补充说,过去几年的投机性匆忙已被Web3游戏的更具可持续性的投资格局所取代,只有最有前途的玩家才能获得资金。
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