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ZerePy正式宣布发布ZerePy框架和标准。很多人都把注意力集中在为什么代币不公开发行
0xzerebro has officially announced the release of the ZerePy framework and standards. Many people have focused their attention on why the token was not issued openly, and have fallen into the fantasy of creating a new ELIZA community myth.
0xzerebro 正式宣布发布 ZerePy 框架和标准。很多人都把注意力集中在为什么该代币没有公开发行,并陷入了创造新的 ELIZA 社区神话的幻想中。
This question is actually quite thought-provoking. Let's talk about our opinions:
这个问题其实很值得深思。来说说我们的看法吧:
1) For DAO organizations driven by ownerless AI Agent applications such as ai16z, the ELIZA framework standard represents a kind of community cohesion and expectations for the subsequent development of the open source ecosystem.
1)对于ai16z等无主AI Agent应用驱动的DAO组织来说,ELIZA框架标准代表了一种社区凝聚力和对开源生态后续发展的期望。
As a framework standard, ELIZA's influence in the Github developer community is growing at a visible rate. As a community currency, it is officially endorsed by ai16z and has received consistent market expectations.
作为一个框架标准,ELIZA 在 Github 开发者社区中的影响力正在以可见的速度增长。作为社区币,获得ai16z官方背书,得到了市场的一致期待。
There are many accidental factors, and it is not the development path originally set. Therefore, how ai16z designs Tokenomics and sorting out the relationship between ai16z and ELIZA will be the top priority. However, there are still variables in how to integrate, which requires further observation;
有很多偶然因素,并不是原来设定的发展道路。因此,ai16z如何设计Tokenomics,理清ai16z与ELIZA的关系将是重中之重。但如何整合仍存在变数,需要进一步观察;
2) The problem is that subsequent projects such as ARC, Swarms, etc. have all taken the Github repo initial token issuance route (IGO). This novel MEME-based issuance method is itself a means of community financing, which is understandable.
2)问题在于,后续项目如ARC、Swarms等都走的是Github repo初始代币发行路线(IGO)。这种新颖的基于MEME的发行方式本身就是一种社区融资的手段,这是可以理解的。
But the framework standard itself, whether to issue a coin, and how to empower it after issuing it become the key. At present, under the market Fomo sentiment, issuing coins seems to have become the standard, but if there is no judgment standard, there will be a period of fake coins that are issued just for the sake of issuing coins, which is obviously not advisable;
但框架标准本身,是否发币,发币后如何赋能成为关键。目前,在市场Fomo情绪下,发币似乎已经成为标准,但如果没有判断标准,就会出现一段为了发币而发假币的时期,这显然是不可取的;
3) The emergence of ZerePy is just an example. In essence, the relationship between zerePy and Zerebro is similar to the relationship between OP Stack and Optimism. It will release Zerebro's successful deployment experience in single AI applications in the form of an open source basic framework, allowing more single AI applications with Zerebro genes to appear in the market.
3)ZerePy的出现只是一个例子。本质上,zerePy 和 Zerebro 之间的关系类似于 OP Stack 和 Optimism 之间的关系。它将以开源基础框架的形式发布Zerebro在单体AI应用的成功部署经验,让更多带有Zerebro基因的单体AI应用出现在市场上。
For Zerebro, this is a commercial expansion method of open source traffic and ecosystem monetization. It is possible to issue new framework coins or authorize MEME coins, but the specific choice depends on where Zerebro's market focus is. It is not wise for an ambitious single AI to hastily issue a "spin-off plate".
对于 Zerebro 来说,这是一种开源流量和生态变现的商业扩张方式。可以发行新的框架币,也可以授权MEME币,但具体选择取决于Zerebro的市场重点在哪里。野心勃勃的单一AI急于发行“分拆板块”并不明智。
Unless the ZerePy ecosystem develops to a certain extent and has a platform-based trend, and the old Zerebro's Tokenomics cannot take into account the incentive efficiency of ZerePy, then the significance of issuing coins will become apparent. Before that, similar tokens can only be regarded as MEME.
除非ZerePy生态发展到一定程度,有平台化的趋势,而老Zerebro的Tokenomics无法兼顾ZerePy的激励效率,那么发币的意义就会显现出来。在此之前,类似的代币只能被视为MEME。
Therefore, I believe that soon, the framework standard for whether to issue coins will evolve into a set of internal logic:
因此,我相信很快,是否发币的框架标准将会演变成一套内部逻辑:
For the framework standards that fully consider the effectiveness of Tokenomics, need to rely on the platform effect, and focus on the platform to realize chain operation, issuing coins is a necessity.
对于充分考虑通证经济有效性、需要依托平台效应、聚焦平台实现链上运行的框架标准,发币是必然的。
For the ecosystem that focuses on single AI or other DAO organization types, whether the framework needs to issue coins depends on the specific analysis of the specific issues.
对于专注于单一AI或其他DAO组织类型的生态系统,框架是否需要发币取决于具体问题具体分析。
Finally, I would like to remind my friends that the "asset issuance" method issued by Github for the first time is indeed novel, but fraud is bound to be rampant in the early stages. It is necessary to learn to identify the quality of Github repository code, analyze the feasibility of its vision for commercial application implementation, and the key is the reliability of team members.
最后提醒小伙伴们,Github首次发布的“资产发行”方式确实新颖,但前期势必存在欺诈猖獗的情况。要学会识别Github仓库代码的质量,分析其愿景对于商业应用实现的可行性,关键是团队成员的可靠性。
ELIZA has set a precedent for the official endorsement of the community MEME coin. It is not certain whether similar projects will exist in the future. Moreover, whether ELIZA can be truly empowered has become an unknown variable. It is too risky to buy in blindly based on assumptions and speculation when you see a framework standard.
ELIZA开创了社区MEME币官方背书的先例。目前还不确定未来是否会存在类似的项目。而且,ELIZA能否真正赋能,也成为了一个未知的变数。当你看到一个框架标准时,基于假设和猜测而盲目买入,风险太大。
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