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加密货币新闻

以太坊景观目睹了明显的情感转变

2025/03/19 07:45

以太坊基金会(EF)报道了战略性重新校准,已经引发了一波新的乐观。

以太坊景观目睹了明显的情感转变

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.

以太坊的景观正在加热,这是由于明显的情绪转变和蜻蜓资本伙伴Haseeb Qureshi的报道所推动的。

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的创始人曾经说过的那样:“最好的领导者不是国王,他们是教练。”似乎以太坊基金会(EF)可能正在使这种关键过渡。

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

在与EF成员互动并观察到新发现的紧迫性和共识之后,Qureshi得出了看涨的结论。

"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帖子中说:“我对EF的叙事持怀疑态度,对EF的叙述进行了根本性的改变,而我觉得他们会积极听取反馈,并尝试进化的方式。”

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.

这一说法与Qureshi先前在2020年的主张形成鲜明对比,在那里他对EF的适应能力表示怀疑,将其归因于学术和研究驱动的重点。但是,看来行业的格局和持续的批评已经催化了EF的思想重点。

“[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补充说:“ [EF]显然也有兴趣试图复制Solana的一些'Superteam'模块,以便更多地专注于资本建设和企业家努力,这将是一个巨大的变化。”

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."

战略的这种转变是由几个因素驱动的。首先,EF显然与投资者和开发商寻求反馈的更多参与,这一举动是:“没有人在生态系统的边缘投资创新。”

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

这与2020年相反,Qureshi声称EF“或多或少是完全无法审理的,并且没有投资者或开发商未掩盖”。

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."

从研究到资本建设的转变也暗示了一种更务实的生态系统建设方法,尤其是因为根据Qureshi的说法,“没有人会精心建立资本模块或系统地对其进行投资。”

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.

考虑到这一观察至关重要的是,尽管有超过32亿美元的代币化美国国债,但根据RWA.xyz的数据,近70%的市场,更广泛的加密冬季导致投资者对RWA代币的利益下降。

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,尽管面临批评,但“领导力是专心的,并且正在考虑如何有效适应,”他补充说:“这不是我们通常从大型,成功的机构中看到的。”

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

在社区反馈和对操作变化的探索中,这种参与在像加密货币一样动态和不可预测的行业中很有价值。

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.

据报道,诸如索拉纳(Solana)的超级舞会之类的复制计划的兴趣,重点是赋予当地社区并向开发商提供资源,并进一步证明了这一枢纽。

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.

该模式因其在推动采用和增长方面的有效性而受到赞扬,尤其是在像索拉纳(Solana)这样的社区中,尽管规模较小,但还是设法吸引了热情的追随者。

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.

采用类似的方法可以显着使以太坊生态系统受益。通过赋予当地社区的能力并向开发商提供有针对性的支持,EF可以加速以太坊和促进生态系统中的创新。

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.

这一转变还可以帮助解决对EF与更广泛社区的需求脱节的关注,这是最近提出的批评。

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

但是,要充分欣赏这个枢轴的大小,必须考虑以太坊目前地位的更广泛的背景。

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.

尽管EF报告的转变正在引起乐观,但以太坊面临着挑战,尤其是在最近几个月中,与其他主要的加密货币相比,其相对表现不佳以及围绕其领导力的批评。

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

但是,要承认以太坊在关键领域的持续统治至关重要。

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

例如,根据联合银行5月份的报告,以太坊在Defi中落后,Axie Infinity和

BlitPay closing down or migrating to other chains.

闪电站关闭或迁移到其他连锁店。

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

尽管如此,据Defi Llama称,尽管如此,以太坊仍然拥有大部分Defi市场份额,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.

这个枢纽提出了挑战和机遇。主要挑战之一是确保向生态系统建设的转变不能以基本的研究工作为代价。在这两个优先事项之间保持平衡对于以太坊网络的长期健康至关重要。

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.

另一个挑战是确保EF的努力包容和公平。该组织必须确保所有利益相关者在塑造以太坊生态系统的未来方面都有声音。

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,该战略枢纽的潜在好处是显着的。通过促进项目开发,赋予当地社区权力并与社区反馈互动,EF可以加速以太坊的采用并推动生态系统中的创新。

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

这个枢轴还在引入Hoodi Testnet中,以供即将到来的Pectra升级,

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