Avalanche 首席执行官：谨防“垃圾”Layer-2 项目，又一场加密货币崩溃迫在眉睫

Avalanche 首席执行官 Emin Gün Sirer 对投资“垃圾”第二层项目的风险发出了严厉警告。 Sirer 将潜在危险与 FTX 创始人 Sam Bankman-Fried 的垮台进行了比较，强调投资者应警惕危险信号，例如创始人推出没有明确利益或价值的项目、在发布前出售个人原生代币以及不一致的叙述与底层技术。 Sirer 建议投资者仔细考虑一个项目是否为重大加密行业问题提供真正的解决方案，并引用了 Avalanche 和 Solana 注重可扩展性和性能的例子。

Emin Gün Sirer: Are We Headed for Another Crypto Meltdown?

Emin Gün Sirer：我们是否正在走向另一场加密货币崩溃？

Red Flags in Layer-2 Projects

Layer-2 项目中的危险信号

Emin Gün Sirer, CEO of Avalanche, is sounding the alarm about the potential dangers lurking in the world of layer-2 projects. He warns that some of these ventures may be nothing more than "trash," and investors need to be on high alert for red flags.

Avalanche 首席执行官 Emin Gün Sirer 对 Layer 2 项目世界中潜伏的潜在危险发出警报。他警告说，其中一些企业可能只不过是“垃圾”，投资者需要对危险信号保持高度警惕。

Sirer's concerns stem from the ease with which layer-2 projects can be launched. He argues that this laxity has allowed founders to create projects that lack substance and value. To help investors navigate this treacherous terrain, Sirer has identified several warning signs:

Sirer 的担忧源于 Layer 2 项目启动的便捷性。他认为，这种松懈使得创始人创建了缺乏实质内容和价值的项目。为了帮助投资者应对这一危险的局面，Sirer 确定了几个警告信号：

1. Narrative Mismatch

1. 叙事不匹配

Beware of projects where the narrative doesn't align with the underlying technology. These projects often overpromise and underdeliver, leaving investors holding the bag.

谨防叙述与底层技术不一致的项目。这些项目往往承诺过多而交付不足，让投资者背负着包袱。

2. Pre-Launch Token Sales

2. 预发行代币销售

If a project is selling native tokens before it even launches, that's a big red flag. It suggests that the founders are more interested in lining their own pockets than building a viable product.

如果一个项目在启动之前就出售原生代币，那么这是一个很大的危险信号。这表明创始人更感兴趣的是中饱私囊，而不是开发可行的产品。

3. Lack of Innovation

3、缺乏创新

True innovation solves real problems. If a layer-2 project doesn't offer anything new or unique, it's likely just a cash grab.

真正的创新解决实际问题。如果一个 Layer-2 项目没有提供任何新的或独特的东西，它很可能只是为了抢钱。

Emin's Advice for Investors

艾敏给投资者的建议

To avoid getting burned by trashy layer-2 projects, Sirer advises investors to ask themselves these questions:

为了避免被垃圾第 2 层项目烧伤，Sirer 建议投资者问自己以下问题：

1. Does the Project Address a Real Need?

1. 该项目是否满足实际需求？

Look for projects that aim to solve significant problems in the crypto space. Avalanche and Solana, for example, emerged with solutions for scalability and performance.

寻找旨在解决加密领域重大问题的项目。例如，Avalanche 和 Solana 就推出了可扩展性和性能的解决方案。

2. What's the Team's Track Record?

2. 团队的历史记录如何？

Do some research on the team behind the project. Are they experienced in the industry? Do they have a history of building successful products?

对项目背后的团队进行一些研究。他们在该行业有经验吗？他们有制造成功产品的历史吗？

3. Is the Project Transparent?

3. 项目是否透明？

Transparency is crucial. If a project is not open about its operations, it's probably hiding something.

透明度至关重要。如果一个项目不公开其运营情况，那么它可能隐藏了一些东西。

4. What's the Token's Utility?

4. 代币的用途是什么？

The token should have a clear purpose within the project's ecosystem. If it's just a speculative asset, it's a red flag.

代币在项目生态系统中应该有明确的用途。如果它只是一种投机资产，那就是一个危险信号。

Lessons from the FTX Debacle

FTX 灾难的教训

Sirer draws parallels between the current situation and the FTX debacle. He warns that investors were blinded by Sam Bankman-Fried's perceived intelligence and wealth, only to discover later that he was a "sociopath" who was "just stealing our money."

Sirer 将当前形势与 FTX 的崩溃进行了类比。他警告说，投资者被山姆·班克曼-弗里德的智慧和财富蒙蔽了双眼，后来才发现他是一个“反社会者”，“只是在偷我们的钱”。

Conclusion

结论

Investors must be vigilant and exercise due diligence before investing in layer-2 projects. By recognizing the red flags and following Sirer's advice, they can avoid getting caught up in the next crypto meltdown.

投资者在投资第二层项目之前必须保持警惕并进行尽职调查。通过认识到危险信号并遵循 Sirer 的建议，他们可以避免陷入下一次加密货币崩溃。