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作者:昊天@0xzerebro 正式宣布ZerePy框架和标准发布,很多人都把注意力转移到为什么没有为未知品牌发行代币
0xzerebro officially announced the release of ZerePy standards and frameworks, which has drawn attention to the absence of token issuance for several emerging brands, leading to speculation about a new ELIZA community. Here's a deeper analysis of this topic:
0xzerebro 正式宣布发布 ZerePy 标准和框架,引发了多个新兴品牌代币发行缺失的关注,引发了关于新 ELIZA 社区的猜测。以下是对该主题的更深入分析:
1) For DAO organizations like ai16z that are driven by ownerless AI Agent applications, the ELIZA framework standard serves as a common ground and shared expectations for subsequent open-source ecological development.
1)对于像ai16z这样由无主AI Agent应用驱动的DAO组织来说,ELIZA框架标准作为后续开源生态发展的共同基础和共同期望。
Within the GitHub developer community, the influence of the ELIZA framework standard is rapidly expanding. It is endorsed by ai16z as a community token and has gained market consensus. This involves numerous coincidental factors and does not strictly adhere to the initially planned development path. Hence, it is crucial to observe how ai16z designs Tokenomics and defines the relationship between ai16z and ELIZA. However, this integration still involves variables and requires further observation.
在 GitHub 开发者社区内,ELIZA 框架标准的影响力正在迅速扩大。它被ai16z背书为社区代币,并获得了市场共识。这涉及诸多巧合因素,并没有严格遵循最初规划的发展路径。因此,观察ai16z如何设计Tokenomics并定义ai16z与ELIZA之间的关系至关重要。但这种整合仍存在变数,需要进一步观察。
2) Now, let's consider subsequent projects like ARC and Swarms, which have adopted the approach of first issuing tokens via GitHub repo (IGO). This novel MEME-based issuance method is inherently a form of community financing, which is understandable.
2)现在,让我们考虑一下后续的项目,例如ARC和Swarms,它们都采用了首先通过GitHub repo(IGO)发行代币的方式。这种新颖的基于MEME的发行方式本质上是一种社区融资的形式,这是可以理解的。
But, should the framework standard itself issue tokens, and how can it be empowered after issuing tokens? These questions become paramount. Currently, amidst the market's Fomo sentiment, issuing tokens seems to have become a standard practice. However, without clear judgment criteria, there will likely be a phase of issuing tokens for the sake of issuing tokens, which is evidently undesirable.
但是,框架标准本身是否应该发行代币,发行代币后又如何赋能呢?这些问题变得至关重要。目前,在市场Fomo情绪中,发行代币似乎已成为一种标准做法。但如果没有明确的判断标准,很可能会出现为了发币而发币的阶段,这显然是不可取的。
3) The emergence of ZerePy is a prime example. In essence, the relationship between ZerePy and Zerebro is similar to that between OP Stack and Optimism. It will externalize Zerebro's successful experience in deploying single AI applications into an open-source foundational framework, enabling the market to observe more single AI applications carrying Zerebro genes.
3)ZerePy的出现就是一个很好的例子。本质上,ZerePy 和 Zerebro 之间的关系类似于 OP Stack 和 Optimism 之间的关系。它将把Zerebro将单一AI应用部署的成功经验具体化到开源基础框架中,使市场能够观察到更多承载Zerebro基因的单一AI应用。
For Zerebro, this is a method of generating open-source traffic and expanding its ecosystem commercially. It can choose to issue a new framework token or authorize a MEME token, depending on its market focus. An ambitious single AI should not recklessly issue "spin-off" tokens.
对于 Zerebro 来说,这是一种生成开源流量并扩展其商业生态系统的方法。它可以根据其市场重点选择发行新的框架代币或授权 MEME 代币。一个雄心勃勃的单一人工智能不应该鲁莽地发行“衍生”代币。
Unless the ZerePy ecosystem develops significantly, tending towards platformization, and the old Zerebro's Tokenomics cannot support ZerePy's incentive effectiveness, only then will the importance of issuing tokens become evident. Until then, similar tokens can only be considered MEME.
除非ZerePy生态系统显着发展,趋于平台化,旧的Zerebro的Tokenomics无法支撑ZerePy的激励有效性,否则发行代币的重要性才会显现出来。在此之前,类似的代币只能被视为 MEME。
Therefore, I believe that soon, the question of whether to issue tokens for the framework standard will transform into an internal logic:
因此,我相信很快,是否为框架标准发行代币的问题将转化为一个内部逻辑:
For frameworks that fully consider Tokenomics effectiveness, need to leverage platform effects, and focus on achieving chain operations, issuing tokens is necessary. But, for ecosystemsを中心にsingle AI or other types of DAO organizations, whether the framework needs to issue tokens should be analyzed on a case-by-case basis.
对于充分考虑通证经济有效性、需要发挥平台效应、专注于实现链上运营的框架来说,发行通证是必要的。但是,对于生态系统を中心に单一AI或其他类型的DAO组织,框架是否需要发行代币应具体情况具体分析。
Finally, a heads-up for friends: the "asset issuance" method of first issuing on GitHub is novel, but scams are bound to be rife in the early stages. Learning to evaluate the quality of GitHub repository code, analyzing the feasibility of its commercial application vision, and assessing the reliability of team members are all essential.
最后,给朋友们提个醒:在GitHub上首发的“资产发行”方式虽新颖,但早期难免诈骗猖獗。学习评估GitHub存储库代码的质量、分析其商业应用愿景的可行性以及评估团队成员的可靠性都是必不可少的。
As for community MEME tokens being officially endorsed, ELIZA has set an example, but whether similar projects will exist in the future is inherently uncertain. Moreover, whether ELIZA can truly be empowered has become an unknown variable. Randomly encountering a framework standard and blindly buying into it, relying on speculative imagination, carries excessive risk.
至于社区MEME代币被正式背书,ELIZA已经做出了榜样,但未来是否会存在类似的项目本身就存在不确定性。而且,ELIZA能否真正赋能,也成为了一个未知的变数。随机遇到一个框架标准,依靠投机想象盲目购买,风险过大。
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