协议：加密筹款、失业、丰厚的支出、开发者补助

在本周的《The Protocol》（我们关于区块链技术的时事通讯）中，我们将报道 Optimism 向 Kraken 提供的 4250 万美元代币承诺、加密货币风险投资资金、对比特币开源开发人员的资助，以及 Polymarket 对 Polygon 盈利的（可忽略不计）影响。

The Protocol: Crypto Fundraising, Job Losses, Juicy Payouts, Grants for Devs In an industry where the whole point is to revolutionize the business of money, the hunt for actual money is quite real. Sometimes it comes in tokens, sometimes in cash; when teams run out of money, jobs are lost. When projects hit a stride, developers reap windfalls – though not always. We've got all sorts of money stories this week – from a report on funding for Bitcoin Core developers, to the Optimism Foundation's $42.5 million grant to crypto exchange Kraken (a scoop!), to the Stratos report on crypto venture capital firms. I almost decided to call this, "The Money issue," or something like that. But it all just sort of happened organically, so here you go.

协议：加密筹款、失业、丰厚的支出、开发人员补助在一个以彻底改变货币业务为重点的行业中，对实际货币的追逐是相当真实的。有时以代币形式出现，有时以现金形式出现；当团队没钱时，工作就会消失。当项目取得进展时，开发商会收获意外之财——尽管并非总是如此。本周我们收到了各种各样的金钱故事——从关于为比特币核心开发者提供资金的报告，到乐观基金会向加密货币交易所 Kraken 提供 4250 万美元的资助（独家新闻！），再到 Stratos 关于加密货币风险投资公司的报告。我几乎决定将其称为“金钱问题”或类似的名称。但这一切都是有机发生的，所以就这样吧。

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Cumulative gas fees Polymarket on Polygon PoS in 2024 have totaled just over $27,000 this year, through Oct. 23. (Token Terminal)

截至 10 月 23 日，Polygon PoS 上的 Polymarket 2024 年累计汽油费总计略高于 27,000 美元。（令牌终端）

Polymarket, a decentralized predictions market, has been a massive success for the Polygon blockchain team. The betting app has been organically breaking out, getting mainstream usage and attention – speculation on presidential elections! And the Satoshi HBO documentary! But according to data, Polymarket has only brought in a meager $27,000 in fees on Polygon’s PoS blockchain in 2024, CoinDesk's Margaux Nijkerk reported in her incredibly smart and surprising dive into the topic. How is this possible?

Polymarket 是一个去中心化的预测市场，Polygon 区块链团队取得了巨大的成功。这款投注应用程序已经有机地爆发，获得主流使用和关注——对总统选举的猜测！还有中本聪的 HBO 纪录片！但 CoinDesk 的 Margaux Nijkerk 在她对这个话题的令人难以置信的聪明和令人惊讶的深入研究中报告说，根据数据，Polymarket 在 2024 年仅在 Polygon 的 PoS 区块链上带来了微薄的 27,000 美元的费用。这怎么可能？

Polygon Labs CEO Marc Boiron agreed that $27,000 is a low figure, but he told Nijkerk that the dynamic illustrates just how cheap it is to use the blockchain – a selling point. The fee for a transaction on Polygon PoS is about $0.007, easily below the sub-cent threshold that several teams have targeted. Boiron argues that apps like Polymarket aren’t expected to bring in large revenues in transaction fees, as one might expect from more transaction-intensive applications like decentralized crypto exchanges.

Polygon Labs 首席执行官 Marc Boiron 同意 27,000 美元是一个较低的数字，但他告诉 Nijkerk，这一动态说明了使用区块链是多么便宜——这是一个卖点。 Polygon PoS 上的交易费用约为 0.007 美元，远低于几个团队设定的低于美分的门槛。 Boiron 认为，像 Polymarket 这样的应用程序预计不会像去中心化加密货币交易所等交易密集型应用程序那样带来大量交易费用收入。

“The question is, like, Why is Polymarket so interesting if they are only bringing in $20K?" Boiron told CoinDesk. "The obvious reason is just, let's call it attention.” The success shows that “you can have an amazingly successful app on Polygon PoS that, like you can, you hardly even know that you're using a blockchain,” Boiron said.

“问题是，如果 Polymarket 只带来 2 万美元的收入，为什么他们会如此有趣？”Boiron 告诉 CoinDesk。“显而易见的原因就是，让我们称之为关注。”成功表明“你可以在 Polygon PoS 上拥有一个非常成功的应用程序，就像你一样，你甚至几乎不知道你正在使用区块链，”Boiron 说。

It was big enough news last week when the U.S. crypto exchange Kraken announced that it is launching its own layer-2 network atop the Ethereum blockchain, based on technology borrowed from Optimism – the same provider that powers rival Coinbase's layer-2 network, Base. Ink, as Kraken's new network is known, is being built on the OP stack, a customizable toolkit that lets developers create their own blockchains using Optimism’s technology. The network is expected to go live in early 2025. (CoinDesk broke the news about a year ago that Kraken was considering following Coinbase into the layer-2 space.)

上周，美国加密货币交易所 Kraken 宣布将在以太坊区块链上推出自己的第 2 层网络，该网络基于从 Optimism 借来的技术——该提供商为竞争对手 Coinbase 的第 2 层网络 Base 提供支持，这是一个足够大的新闻。 Kraken 的新网络 Ink 是在 OP 堆栈上构建的，OP 堆栈是一个可定制的工具包，允许开发人员使用 Optimism 的技术创建自己的区块链。该网络预计将于 2025 年初上线。（CoinDesk 大约一年前爆料称 Kraken 正在考虑跟随 Coinbase 进入第 2 层领域。）

The immediate takeaway was that Optimism and its "Superchain" appear to be winning the layer-2 race versus competitors like Arbitrum and Polygon. But as these things go, sometimes it takes a little extra time for the full story to dribble out. CoinDesk's Margaux Nijkerk, after some hard-nosed reporting, extracted the crucial detail that the Optimism Foundation paid Kraken a grant of some 25 million OP tokens (worth $42.5 million at the current price) to build on OP Stack.

直接的结论是，Optimism 及其“超级链”似乎在与 Arbitrum 和 Polygon 等竞争对手的第二层竞赛中获胜。但随着这些事情的发展，有时需要一些额外的时间才能把整个故事讲完。 CoinDesk 的 Margaux Nijkerk 在经过一些精明的报道后，提取了关键细节：乐观基金会向 Kraken 支付了约 2500 万个 OP 代币（按当前价格计算，价值 4250 万美元），用于在 OP Stack 上进行构建。

Lest this lead to head-scratching — don't customers usually pay suppliers? — what is actually happening here is that the foundation is using its considerable warchest of spare tokens to encourage new networks to join the Superchain, and subsidize their development – with the ultimate goal of reaching critical mass (and potentially an insurmountable lead). The foundation's chief growth officer, Ryan Wyatt, posted on X (after the story ran) that the "Collective is not going to stop investing in developers."

免得这让人头疼——客户通常不向供应商付款吗？ ——这里实际发生的情况是，基金会正在利用其大量的备用代币来鼓励新网络加入超级链，并补贴它们的发展——最终目标是达到临界质量（并且可能是不可逾越的领先优势）。该基金会的首席增长官瑞安·怀亚特 (Ryan Wyatt) 在 X 上发帖（报道发布后）表示，“集体不会停止对开发商的投资。”

Consensys, one of the main supporters of the Ethereum network, announced plans on Tuesday to lay off 20% of its workforce, blaming broader macroeconomic conditions and ongoing regulatory uncertainty, including the Securities and Exchange Commission’s (SEC) “abuse of power” in the space. Later in the day, the news emerged that, dYdX, the company building an on-chain crypto derivatives exchange, had fired 35% of its core team. The shake up adds more turbulence to dYdx's 2024 staffing woes, which had already seen CEO Antonio Juliano step down from the leadership post, only to return in early October.

以太坊网络的主要支持者之一 Consensys 周二宣布计划裁员 20%，并将其归咎于更广泛的宏观经济状况和持续的监管不确定性，包括美国证券交易委员会 (SEC) 在该领域的“滥用权力”。空间。当天晚些时候，有消息称，建立链上加密货币衍生品交易所的公司 dYdX 解雇了 35% 的核心团队成员。这次人事变动给 dYdx 2024 年的人员配置问题增添了更多动荡，首席执行官 Antonio Juliano 已经辞去了领导职位，直到 10 月初才回归。

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