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自 Arbitrum DAO 授权分配 2250 亿 ARB 以扩大 Arbitrum 被游戏开发商和玩家采用以来,已经过去了四个多月
Arbitrum DAO (decentralized autonomous organization) members are discussing a proposal to return 220 million ARB to the DAO treasury, an initiative that would significantly reduce the remaining funds allocated to the Gaming Catalyst Program (GCP).
Arbitrum DAO(去中心化自治组织)成员正在讨论一项将 2.2 亿 ARB 返还给 DAO 金库的提案,该举措将大大减少分配给游戏催化剂计划(GCP)的剩余资金。
According to a recent update, the proposal, put forth by Arbitrum delegate Joseph Schiarizzi, aims to return the funds to the DAO treasury, leaving the GCP with nearly $2 million to continue operations until a need for further funding is demonstrated.
根据最近的更新,Arbitrum 代表 Joseph Schiarizzi 提出的提案旨在将资金返还给 DAO 金库,为 GCP 留下近 200 万美元的资金来继续运营,直到证明需要进一步的资金。
“It’s a shame [the GCP Council] has not fulfilled its duties thus far and been tardy on meeting multiple of its oversight and transparency commitments that were ratified in the original proposal,” reads the proposal.
提案中写道:“令人遗憾的是,[GCP 理事会] 迄今为止尚未履行其职责,并且迟迟未能兑现原始提案中批准的多项监督和透明度承诺。”
The proposal comes amid concerns raised by community members over the lack of accountability and public updates about the program, which were initially allocated 225 billion ARB to expand Arbitrum’s adoption by gaming developers and players. At current prices, 225 million ARB are valued at nearly $120.3 million.
该提案出台之际,社区成员对该计划缺乏问责制和公开更新表示担忧,该计划最初分配了 2250 亿美元 ARB,以扩大 Arbitrum 被游戏开发商和玩家采用。按目前价格计算,2.25 亿个 ARB 的价值接近 1.203 亿美元。
The GCP Council, a group of professionals functioning “as a braintrust that offer their accumulated knowledge to empower the GCP core team,” was established by the June 7, 2024, onchain vote that created the GCP.
GCP 委员会是由一群专业人士组成的团队,“作为智囊团,提供他们积累的知识来增强 GCP 核心团队的能力”,由 2024 年 6 月 7 日创建 GCP 的链上投票成立。
As of press time, blockchain data showed that 1.35 million ARB tokens had left the multi-signature wallet, leaving 223.65 million ARB tokens in the wallet.
截至发稿,区块链数据显示,已有135万个ARB代币离开多重签名钱包,钱包中剩余2.2365亿个ARB代币。
The working team and council are tasked with collaborating on quarterly transparency reports about GCP’s performance, according to the June 7 onchain vote. However, A.J. Warner, chief strategy officer of Arbitrum development firm Offchain Labs, wrote on X on Friday morning, “There is no transparency report [yet], because the program is being set up… Obviously there is no transparency report of data on GCP performance. They aren’t performing yet.”
根据 6 月 7 日的链上投票,工作团队和理事会的任务是合作编写有关 GCP 绩效的季度透明度报告。然而,Arbitrum 开发公司 Offchain Labs 的首席战略官 AJ Warner 周五早上在 X 上写道,“目前还没有透明度报告,因为该计划正在建立……显然 GCP 上还没有数据透明度报告”表现。他们还没有表演。”
While Schiarizzi expressed doubt that his proposal would be approved, he told Unchained that its purpose was to create some accountability for the $120 million worth of ARB tokens backing GCP.
虽然 Schiarizzi 对他的提案是否会获得批准表示怀疑,但他告诉 Unchained,其目的是为支持 GCP 的价值 1.2 亿美元的 ARB 代币建立一定的责任。
“I think it will light a fire under the chair of the people that need to be posting updates,” he said.
“我认为这会在需要发布更新的人们的主持下点燃火焰,”他说。
In response to criticism about the program’s lack of communication, Offchain Labs’ Warner pointed to bi-weekly public calls regarding status and updates, adding that “the legal structure for how to do this, the right personnel to operate it, the corporate governance to ensure operational visibility and oversight literally has not no precedence to draw from. This will take a ton of time.”
针对对该项目缺乏沟通的批评,Offchain Labs 的 Warner 指出了每两周一次的有关状态和更新的公众呼吁,并补充说“如何做到这一点的法律结构、操作该项目的合适人员、确保运营可见性和监督实际上并非没有可借鉴的先例。这将需要大量时间。”
Per the timeline established by the onchain vote, the GCP should be at the end of phase two, which means a number of activities should have been completed.
根据链上投票确定的时间表,GCP 应处于第二阶段结束时,这意味着许多活动应该已经完成。
While Arbitrum DAO initially elected its GCP council members, one member of the group, Andrew Green, stepped down, according to a Sept. 12 update, which indicated that his replacement is coming soon. Schiarizzi argued, however, that the new replacement member should be nominated and voted on in the same way the initial council members were selected.
根据 9 月 12 日的更新,虽然 Arbitrum DAO 最初选举了 GCP 理事会成员,但该组织的一名成员 Andrew Green 辞职了,这表明他的继任者即将到来。然而,斯基亚里奇认为,新的替代成员的提名和投票应该与最初的理事会成员的选举方式相同。
The month before, Karel Vuong, co-author of GCP and co-founder of game publisher Treasure, also stepped down from the GCP working group. Treasure was initially on Arbitrum, but Treasure DAO members voted to migrate its gaming ecosystem to the alternative L2 network ZKSync.
此前一个月,GCP 联合作者、游戏发行商 Treasure 联合创始人 Karel Vuong 也从 GCP 工作组辞职。 Treasure 最初位于 Arbitrum,但 Treasure DAO 成员投票将其游戏生态系统迁移到替代 L2 网络 ZKSync。
“That is a huge canary in the coal mine situation,” said Schiarizzi. “It’s very bad for Arbitrum to lose one of its largest delegates [and] one of its most important projects that originally brought tons of people to Arbitrum.”
“对于煤矿来说,这是一个巨大的金丝雀,”斯基亚里奇说。 “对于 Arbitrum 来说,失去其最大的代表之一和最重要的项目之一是非常糟糕的,该项目最初为 Arbitrum 带来了大量人员。”
A co-author of GCP who goes by “Djinn” told Unchained in a Telegram message that GCP didn’t even have a website yet, despite the DAO being expected to establish some key program infrastructure.
GCP 的一位名为“Djinn”的合著者在 Telegram 消息中告诉 Unchained,GCP 甚至还没有一个网站,尽管 DAO 预计将建立一些关键的程序基础设施。
A grant application process was also anticipated, but Unchained was not able to find a grant application process for game developers and studios, nor a request for proposal (RFP) regarding infrastructure development.
还预计会有拨款申请流程,但 Unchained 无法找到游戏开发商和工作室的拨款申请流程,也找不到有关基础设施开发的提案请求 (RFP)。
“Numerous people were calling out, in real time, how the gaming catalyst program was asking too much, too soon relative to what the DAO was capable of actively managing and enforcing,” Carlos Mercado, a data scientist at Flipside Crypto, told Unchained. “This is a structural problem for DAOs under-resourced for proper grants management lifecycles. I expect a lot more buzz on a potential clawback.”
Flipside Crypto 的数据科学家卡洛斯·梅尔卡多 (Carlos Mercado) 告诉 Unchained:“许多人实时呼吁,相对于 DAO 能够积极管理和执行的能力,游戏催化剂计划的要求太多、太早。” “对于适当的赠款管理生命周期资源不足的 DAO 来说,这是一个结构性问题。我预计有关潜在回扣的讨论会更多。”
A marketing strategy was expected to be included in phase two, but “there is no development [on] initial marketing, brand, and outreach. Maybe they have a strategy. I don’t know. They haven’t posted it,” Schiarizzi said.
预计第二阶段将包括营销策略,但“初始营销、品牌和外展方面没有任何进展。也许他们有策略。我不知道。他们还没有发布,”Schiarizzi 说。
The GCP running behind schedule has not come as a surprise, Arbitrum delegate Krzysztof Urbański told Unchained.
Arbitrum 代表 Krzysztof Urbański 告诉 Unchained,GCP 落后于计划并不令人意外。
“What they’re doing is quite novel—a proper investment fund set up by the DAO, with [a] shorter than usual
“他们正在做的事情相当新颖——由 DAO 设立的适当投资基金,期限比平常短
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