Golem 失去投资者信任 – GLM 失败

Golem 在 2016 年 ICO 热潮中从投资者那里筹集了 820,000 枚以太坊 (ETH)。然而，其自己的代币 GLM 却失败了。现在 Golem 正在出售大量 ETH

Crypto investors from the early days will remember Golem (GLM), and the younger generation is now becoming aware of the project. On X, analysts such as Lookochain and Wu Blockain are drawing attention to what Golem is doing with its huge holdings in Ethereum (ETH). These come from Golem’s financing phase via ICO in 2016, when 820,000 ETH were raised. Now Golem seems to be largely dissolving its reserves, as thousands of ETH are being sent from wallets to crypto exchanges every day and are apparently being sold there.

早期的加密货币投资者会记住 Golem (GLM)，而年轻一代现在也开始意识到这个项目。在 X 上，Lookochain 和 Wu Blockain 等分析师正在提请人们关注 Golem 对其持有的大量以太坊（ETH）所做的事情。这些来自 Golem 在 2016 年通过 ICO 进行的融资阶段，当时筹集了 820,000 ETH。现在，Golem 似乎正在很大程度上溶解其储备，因为每天都有数千枚 ETH 从钱包发送到加密货币交易所，并显然在那里出售。

This sparks discussions. On the one hand, GLM’s Ethereum sales are presumably causing price pressure for ETH. On the other hand, there is speculation as to whether the team wants to disband, which would probably also mean a tough end for GLM. Golem itself has responded to X and refers to a blog post from mid-June. According to this, the intention is to invest a “significant proportion of the ETH reserves” in self-organized Ethereum staking. However, the actual project with GLM continues to have absolute priority.

这引发了讨论。一方面，GLM 的以太坊销售可能对 ETH 造成价格压力。另一方面，有人猜测团队是否要解散，这可能也意味着 GLM 的艰难结局。 Golem 本身已回复 X 并引用了 6 月中旬的一篇博文。据此，其目的是将“相当一部分 ETH 储备”投资于自组织的以太坊质押。然而，GLM 的实际项目仍然具有绝对优先权。

Golem team gets entangled in contradictions regarding Ethereum reserves

Golem 团队陷入以太坊储备矛盾

Most commentators on social networks, however, do not trust Golem’s explanation. Because if the team sends ETH to crypto exchanges, it can’t really have anything to do with solo staking. One Ethereum wallet documented by GLM has already been emptied and a second one here only has 80,000 ETH left, as of Thursday morning. Information promised in the Golem blog post on the continuation of the ETH staking initiative has so far not been forthcoming.

然而，社交网络上的大多数评论者并不相信 Golem 的解释。因为如果团队将 ETH 发送到加密货币交易所，它实际上与单独质押没有任何关系。截至周四早上，GLM 记录的一个以太坊钱包已经被清空，而第二个钱包只剩下 80,000 ETH。 Golem 博客文章中承诺的有关继续 ETH 质押计划的信息迄今为止尚未发布。

Investors’ discontent and mistrust also stem from the fact that Golem never actually achieved its original goals in a convincing way. Initially, GLM was intended to be a means of payment in a network in which computer capacity is sold. Recently, Golem has decided to incorporate artificial intelligence into this concept. None of this has done GLM’s price curve any good; Golem is currently trading at around 0.30 US dollars, at levels similar to those in 2017. For comparison:

投资者的不满和不信任还源于 Golem 从未以令人信服的方式真正实现其最初的目标。最初，GLM 旨在成为出售计算机容量的网络中的一种支付手段。最近，Golem 决定将人工智能纳入这一概念。所有这些都没有给 GLM 的价格曲线带来任何好处。 Golem 目前的交易价格约为 0.30 美元，与 2017 年的水平相似。作为比较：

The Ethereum collected in 2016 were traded at a price of around 10 US dollars each at the time and are now worth more than 3,000 US dollars each.

2016年收集到的以太坊当时的交易价格为每枚10美元左右，现在每枚价值超过3000美元。

Conclusion: Golem loses trust – GLM on the sidelines

结论：Golem 失去信任——GLM 处于观望状态

Golem’s ICO was one of the largest of its kind and the project was initially accompanied by euphoria. But like many cryptocurrencies from that time, the concept and contributors gradually turned out to be less serious and unsuccessful. Golem has now slipped to a place below 150 in the list of the most capitalized cryptocurrencies and is practically no longer of interest.

Golem 的 ICO 是同类中规模最大的项目之一，该项目最初令人兴奋不已。但就像当时的许多加密货币一样，这个概念和贡献者逐渐变得不那么严肃和不成功。 Golem 现在在市值最高的加密货币名单中已滑落至 150 位以下，几乎不再引起人们的兴趣。

The blockchain data on Ethereum sales do not match the Golem team’s explanation of ETH staking – which is why alarm bells are ringing. There are many indications that GLM will become an orphaned cryptocurrency in the future. Because if the Golem team wanted to support GLM and its thesis on the ETH actions, it could have already done so in a transparent manner – after all, several hundred million US dollars are at stake.

以太坊销售的区块链数据与 Golem 团队对 ETH 质押的解释不符——这就是为什么敲响警钟的原因。种种迹象表明，GLM未来将成为一种孤儿加密货币。因为如果 Golem 团队想要支持 GLM 及其关于 ETH 行动的论文，它本来可以以透明的方式这样做——毕竟，这涉及到数亿美元。