Who would've thought big VC projects like ZK, APT, and SCR going to get purged like this
谁能想到像ZK、APT和SCR这样的顶级风投项目会被这样清盘
L1屠宰场
Who would've thought big VC projects like ZK, APT, and SCR going to get purged like this
谁能想到像ZK、APT和SCR这样的顶级风投项目会被这样清盘
>>62541835
the chainpocalypse continues
链上末日继续
>>62541835
Anything VCs touch becomes a rapefest in the charts. At the start these projects promise to become as decentralized as possible, spreading token supply widely and allowing anyone to run sequencers and whatever. But when they get an offer from VCs that makes them guaranteed multimillionaires they abandon all their beliefs. This happened with basically all L2s in 2020. There is still not a single truly decentralized L2 out there.
VC们碰过的东西，图表上都变成了一场强奸盛宴。起初，这些项目承诺尽可能去中心化，广泛分发代币供应，并允许任何人运行排序器之类的东西。但一旦他们收到VC的报价， guaranteed成为百万富翁，他们就抛弃了所有信仰。2020年几乎所有L2都发生了这种情况。目前根本不存在真正去中心化的L2。
>>62541977
At least they gave me free arb tokens.....
至少他们给了我免费的ARB代币……
>>62541977
Kek eth won as always, wait till sol is collapsing....
凯克（Kek）eth一如既往地赢了，等着看sol崩盘吧……
>>62541994
>>62542000
Airdrops were nice but they didn't incentivize people to use them the way they were intended (participate in governance). Instead everyone just dumped them for ETH or cash or playstations lol. Many second rounds of airdrops had better incentives but they were 10-100 times smaller and no one really cared anymore. Then airdrop farming became so huge any future airdrops like Starknet and ZKsync were complete shit in many different ways. Users, dapp devs and literally anyone didn't receive anything because the requirements were completely fucked up. The way forward isn't with airdrops, but with something like Uniswap's continuous clearing auction smart contract and similar "auction ICOs".
空投确实不错，但它们没有像预期那样（参与治理）激励人们使用。相反，大家都只是把它们 dumped 换成ETH、现金或PlayStation lol。很多第二轮空投的激励机制更好，但数量只有前者的1/10到1/100，而且没人再在乎了。后来空投农场变得太大，像Starknet和ZKsync这样的未来空投在很多方面都彻底烂透了。用户、dapp开发者和任何人什么都拿不到，因为要求完全被搞砸了。未来的方向不是靠空投，而是像Uniswap的持续清盘拍卖智能合约和类似的“拍卖ICO”。
Also lack of VCs is the main reason why Base is doing so well, it's funded by Coinbase directly and there's no pressure to launch a cash grab governance token. But even they lied about turning the rollup into stage 2, probably because centralized sequencers make lots of money and it's hard to abandon that afterwards (maybe impossible for a public company with a profit motive). They farmed users (bots) with the possibility of an airdrop because a stage 2 rollup would need a token for staking.
同样，缺乏VC也是Base做得这么好的主要原因，它由Coinbase直接资助，没有压力去发行一个割韭菜的治理代币。但他们甚至在升级到第2阶段rollup这件事上也撒谎了，可能是因为中心化排序器能赚很多钱，事后很难放弃（对于一家有盈利动机的上市公司来说，也许根本不可能）。他们利用空投的可能性来收割用户（机器人），因为一个第2阶段rollup需要代币来进行质押。
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