内斗还是自救?Near两个月内三换高层意欲何为?

币圈资讯 阅读:39 2024-04-22 10:27:51 评论:0
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原文作者:西柚,ChainCatcher

在两天时间内,Near 官方接连宣布了两条颇具争议的动作,先是基金会宣布裁员 40% ,接着又发布了 2024 年更新路线图。

1 月 11 日,Near 基金会宣布将减少 40% 的团队成员,主要影响是营销、业务开发和社区团队,共涉及 35 名员工。本次裁员将使 Near 基金会团队成员从初始的 90 人缩减至 55 人左右。

次日,Near 发布了 2024 年更新路线图,引入无状态验证、开发 zkWASM、改进数据可用性等,以提高 NEAR 协议的可用性、可扩展性和去中心化。

现今的加密市场正处于熊转牛的关键时期,多数Web3项目都在招兵买马,扩大团队规模迎接下一轮牛市,而 Near 基金会却与主流的预期截然相反,大范围裁员、缩小团队规模。

Near 为何在加密市场周期轮换的关键时刻宣布大量裁员?这究竟是传闻已久的“团队内讧”还是“自救行为”?

基金会裁员 40% 

目前,用户及市场对 Near 基金会裁员事件的看法:利好多于利空。多数社区用户认为此次裁员事件是 Near 创始人 Illia Polosukhin(简称 Illia,中文被译为“一龙”)回归基金会后整顿团队的结果,既精简开支、节约成本,还肃清不必要的人员,这对于 Near 的未来发展是极大的利好。

之所以会有此结论,是因为在 Near 裁员公告中释放了两部分关键信息,一是为了提高基金会工作效率,对其活动彻底审查后的结果;二是公开了基金会的财务情况,现持有的资产价值超过 13 亿美元。

一龙在裁员公告中称,Near 基金会与其理事会(NFC)一起对基金会的活动进行了彻底审查,在此过程中,有反馈称基金会并不总是那么有效,有时行动太慢并且试图同时做太多事情。经过这次审查,团队决定大幅整合核心基金会团队,缩小工作范围、专注更有影响力的活动中。

其表示,作为此次重组的一部分,NEAR 基金会将减少约 40% 的团队,影响 35 名同事,主要是营销、业务开发和社区团队

裁员公告称,Near 基金会的财务状况依然稳健且良好,拥有超过 2.85 亿美元的法定货币、 3.05 亿枚 NEAR 代币(价值超过 10 亿美元)、以及 7000 万美元的投资和贷款。

Near 裁员公告发出后,部分社群用户表示看好 Near 这次裁员,精简了人员、提高效率的同时又减少了开支,并解决了用户抱怨已久的基金会做事效率低、不关注生态系统发展的问题,而稳健的财务数据也间接澄清了传闻已久的“Near 基金会缺钱”的谣言。

对此,一位社区用户评论道,Near 终于开始重视基金会的问题了,基金会作为推动区块链项目生态发展的重要组织,不但统管着决定项目未来的巨额财库资金,还需制定符合自身调性的发展、营销策略及扶持优质早期生态项目等,而如今的 Near 基金会公开表示掌管的加密资产超过 13 亿美元,且这部分资金多会用于支持生态系统发展,或大力扶持生态项目,这对于 Near 未来生态增长是极大的利好。

在宣布裁员的当天,NEAR 代币价格从 3.19 美元冲至了 3.69 美元,日内涨幅超过 15% 。1 月 22 日,NEAR 价格回落至 2.9 美元上下震荡。

2 个月内三换“一把手”

用户关注 Near 基金会裁员表象背后,还深藏着一个重要的原因:本次裁员是否与创始人一龙回归基金会有关。

2023 年 9 月以来,Near 基金会高层经历了三次大换血。

去年 9 月,自 2022 年第一季度起担任 Near 基金会首席执行官的 Marieke Flament 宣布辞职。

随后,基金会交由法律顾问 Chris Donovan 领导。

11 月 7 日,Near 创始人一龙宣布重返基金会担任 CEO 一职,负责带领 Near 生态系统进入构建开放网络的下一阶段,Chris Donova 调任首席运营官。

2022 年 1 月,Near 基金会宣布任命 Circle 和 Mettle 前高管 Marieke Flament 为 CEO 后,一龙就退出了基金会。

不到两个月的时间内,Near 基金会 CEO 经历了三次人事变动。用户对基金会频繁的人事变动原因众说纷纷,团队内讧的传闻不断。

真正撕开 Near 基金会问题面纱的是“Wintermute 的 USN 兑换争议”风波。

2023 年 11 月 8 日,Wintermute 创始人 Evgeny Gaevoy 公开在社交媒体上发文炮轰 Near 基金会和 Aurora Labs(Near 的 EVM 链 Aurora 开发方、创建成员也来自 Near 团队)背信弃义,称其不遵守合约,拒绝履行赎回价值 1120 万美元的稳定币 USN 的承诺协议。

本次争议事件简单来讲,Aurora 此前告诉 Wintermute 可以将任意数量的 USN 回兑换为 USDT,并且不需要提供资金来源。在这个承诺保证下,Wintermute 从 FTX 资产中购买了价值 1120 万美元的 USN 稳定币,但到 Wintermute 将 USN 兑换 USDT 赎回时,Near 和 Aurora 拒绝了。

针对此事,Illia 及基金会回应解释道,在 USN 因抵押不足关闭后,USN 保护计划(USNPP)成立,由 Aurora Labs 运营,以保护受影响的个人。而 Wintermute 因存在或利用其从 FTX 购买的 USN 进行价差套利,会给生态用户带来损失,才拒绝了请求。

但本次事件再次将矛头指向了 Near 基金会与半路流产的稳定币项目 USN,对他们之间的关系质疑声不断。

部分用户留言称:“Near 基金会比黑客还黑,原本承诺的 USN 可兑换为 USDT,现在却不支持了,一下吞了上千万美元。”,“稳定币 USN 根本不是 Near 官方推出的,但 Near 基金会的操作却显得与 USN 关系非同一般、像是官方孵化的项目,真是管理混乱”。“Near 基金会没钱”的传闻也是从这里流出的。

公开资料显示,稳定币 USN 是由 Decentral Bank 于 2022 年在 Near 上发行的项目,尽管 Decentral Bank 称自己是一个独立运营的社区运营项目,没有来自 Near 基金会的直接财务援助。但由于该稳定币主要由 NEAR 代币抵押生成、并在上线初期获得了 Near 基金会的公开支持,这给用户造成一种 USN 是由 Near 基金会官方运营的错觉。

2022 年 10 月,在 USN 因抵押不足宣布关闭后,Near 基金会随即设立 4000 万美元的基金来支持 USN 兑 USDT 的转换。此番兑换支持操作,更让用户怀疑 USN 与 Near 基金会官方之间有着不可言说的关系。

截至 1 月 22 日,Wintermute 与 Near 基金会的争议还未有一个明确的结论,Wintermute 创始人也并未停止对其的控诉,他曾表示若 Near 基金会继续如此,他将采取法律途径。

与 Wintermute 争议风波揭开了 Near 基金会团队管理混乱、与生态相关方之间的关系界限不明等问题。

一龙在这个节骨眼上的回归,也被认为是要整顿 Near 基金会团队管理混乱的状问题,重返基金会两个月后便宣布裁员 40% ,是在肃清团队。

Near 发展困境:TVL 增长停滞、链上应用贫瘠

自一龙宣布回归基金会后,Near 在产品方面也宣布了一系列新动作。

先是 Near 基金会宣布与 Polygon Labs 合作开发零知识证明 ZK 虚拟机 zkWASM;其次,推出新项目 Near DA 数据可用层,进军模块化区块链领域;接着,又与 Eigen Labs 合作构建用于以太坊 Layer 2 的快速终结层,缩短交易时间、成本可降低原来的四千分之一。

随着加密市场的整体回暖,NEAR 币价也一路上扬,从 11 月 8 日的 1.5 美元最高冲至 12 月 6 日的 4.6 美元,累计涨幅超 200% , 1 月 22 日回落至 2.9 美元。

「内斗」还是「自救」?Near两个月内三换高层意欲何为?

不过,从链上运营数据来看,这一系列动作并未给 Near 生态发展带来任何转机,链上应用数量停步不前、TVL 也没有新增长。

根据 DeFiLlama 数据平台显示,自 2023 年 4 月份以来,Near 链上 TVL 长期在 3000 万美元徘徊,直至 12 月底才有所好转, 1 月 22 日 Near 链上锁仓的加密资产价值为 8827 万美元,TVL 在众多公链中排名 31 ,链上应用也只有 22 个。

「内斗」还是「自救」?Near两个月内三换高层意欲何为?

对于一龙回归基金后进行的一系列动作,社区用户 Moli 将其视作是 Near 的自救行为。目前 Near 发展陷入了困境,链上生态长期处于停滞状态,既无新生应用、用户活跃度也不高,需要向其注入新的活力。

他解释到,Near 与同时期的 Solana、Polygon、Avlanche 等链相比,发展总是慢半拍、且之间的差距也越来越大。在上轮 EVM 网络炒作热潮中,Near 发动最晚,一直到牛市末尾才推出 EVM 网络 Aurora,而如今,Solana 已经凭借生态造富效应完全走出了 FTX 崩盘的阴霾;Polygon 因为紧抓 Layer 2 叙事成功转型为 Layer 2 头牌项目,并吸引了一批开发者;Avlanche 虽然热度还未完全恢复,但链上土狗炒作并未停歇。

与之对应 Near 网络呈现的状态始终不稳不火,链上新生应用基本没有,仅有几个老牌的 DEX、借贷、流动性质押协议供参与。

去年 11 月份公链铭文炒作热潮期间,Near 链上也顺势推出了铭文项目 NEAT,并获得一龙以及多为 Near 生态 KOL 转推支持,吸引了大批用户参与,甚至导致币安和 OKX 等纷纷暂时停止提币。在 11 月 30 日其链上交易笔数突破千万,创下单日交易历史记录,链上新增的钱包地址数超过 17 万个。

「内斗」还是「自救」?Near两个月内三换高层意欲何为?

尽管铭文 NEAT 铭文 NEAT 的出现为 Near 生态短时间带来了巨量的热度和关注,但生态应用却承接不住,用户除了能炒作铭文价格以外,似乎找不到更好玩的应用。

随着铭文热度走凉,NEAT 币价也开始一路下跌,近 14 日跌幅超过 50% ,现报价 0.1 美元,与此同时 Near 链上交易数据也开始下滑。

1 月 17 日,ChainCatcher 消息,Near 生态再质押平台 Linear 宣布将向社区用户空投治理代币 LNR。再次为 Near 吸引了一波流量,交互 Near 生态应用一度成为加密社区的新话题,但进入生态后,用户发现 Near 链上可玩的应用少之又少。

对此,社区用户 Kai 表示,Near 虽在分片技术架构上做了创新,但目前公链竞争已经进入白热化阶段,早已不再是早期技术上的竞争,而是链上应用生态和项目方运营能力的竞争,包括用户、开发者和社区。

他提议道,Near 现在最重要的是集中精力发展生态系统,尤其是 DeFi 类等应用,不要等到每次流量来临时都没有应用承接,且生态繁荣不是一簇而成的,需要官方为开发者、社区不断提供资源支持和赋能。

专注Web2链改,Near 企图“自救”?

关于链上 TVL 数据的停滞,NEAR 长期持有者 Nick 表示,TVL 数据的高低现今并不能真实反应 Near 的链上活跃度,这主要与 Near 采用的生态发展策略有关,目前 Near 比较鼓励与有用户基础的Web2应用合作,帮助其借助区块链技术重建自己的商业模式。

“积极支持Web2应用的链改”策略可从一龙在 1 月的 DeFiant 采访问答中得到证实。

关于 Near 生态应用的发展问题时,一龙表示,目前 Near 更希望能帮助那些已经有用户群体的Web2应用、借助区块链找到自己的商业变现模式,而不是关注项目能否带来 TVL。

他举例道,目前 Near 链上活跃的项目 Sweatcoin 原是一个Web2运动项目,通过与 Near 合作成功转型为Web3走路赚币项目,用户通过运动流汗赚取的 SWEAT 汗币不但可以用来交易赚差价、还可以用于购买合作品牌的商品,如瑜伽课、生活用品等。

2023 年 9 月导致 Near 链上交易数据激增的 KaiKai 应用,也并非 Near 网络上的原生加密项目,是其合作投资的消费者购物数据分析平台 Cosmose AI 旗下的“链改版”购物平台,借助 Near 推出了与美元挂钩的稳定币 KAI-Ching,用户使用 KaiKai App 购物、玩乐或撰写商品评论等可赚取额外的 KAI-Ching 代币等。

根据 Near Daily 统计的生态数据显示,KaiKai 和 Sweatcoin 成为过去 30 天 Near 生态活跃用户最多的项目,KaiKai 活跃用户数超过了 200 万,Sweatcoin 用户数超过 100 万。

尽管这些应用没有直接为 Near 带来 TVL 的增长,但他们的到来也将自身已有的用户带入了 Near 生态,但让Web3技术被更多圈外用户所使用,链上交互数及钱包数目也都在增长。

也许是通过成为Web2应用的链改工具,尝到了与其合作带来的流量红利。目前 Near 发展策略也集中在为开发者和用户提供一个高性能、体验良好的底层网络,已实现 Near 网络被主流采用的愿景。

从 Near 发布的 2023 年工作成果以及Q4更新路线图中也可以看出。

2023 年度 Near 网络有两项功能改进极大地降低了使用和进入 Near 生态地门槛。其中,新增了元交易功能,可支持无 Gas 交易,即用户在使用 Near 链上应用程序时无需使用 NEAR 代币支付 Gas 费;另外,还添加了零余额账户,使用户无需持有 NEAR 代币即可创建钱包账户,解决了以往被用户吐槽的创建钱包账户需要先持有 0.1 NEAR 以上代币的问题,使得新用户可以轻松地使用应用程序。

而在 2024 年路线图中,在产品性能上,Near 引入的无状态验证功能,不但可提高网络的安全性、避免实施欺诈证明,同时还可提高了每个分片的吞吐量和性能;与 Polygon 合作开发的 zkWASM 可作为L2网络的 EVM 执行环境,以及推出的数据可用层 NEAR DA 可帮助开发者更容易构建L2网络等。

在用户体验方面,提出的账户聚合功能将允许用户使用一个 Near 账户控制不同链上的账户,这也是 Near 链抽象愿景计划中的重要一步。此外,另用户头疼的 MetaMask 等以太坊钱包无法支持 Near 网络的问题也将被解决。

「内斗」还是「自救」?Near两个月内三换高层意欲何为?

目前,Near 推出的数据可用性层产品 NEAR DA 已与 Polygon CDK、Arbitrum Orbit 等开发者堆栈集成,开发者可用它构建自己的L2或L3网络等。

不过,对于本次更新的路线图,有社区用户却评价道,这符合 Near 一贯的“模仿”作风,每个季度都修改路线图。先是复制了以太坊分片,然后今年 FET 等 AI 热后又转向 AI 事物,现在模块化 TIA 和 Layer 2 火了后,又复制了 DA 层,希望从现在开始,Near 的这种模仿策略结束了,能自己走出一条不同的道路。


The original author grapefruit officially announced two controversial actions in two days. First, the Foundation announced layoffs, and then released the annual update roadmap. On March, the Foundation announced that it would reduce the number of team members. The main impact was the marketing business development and the community team, which involved a total of employees. This layoff will reduce the number of team members of the Foundation from the initial to around. The next day, the Foundation released the annual update roadmap, introduced stateless verification and development, and improved data availability to improve the usability and scalability of the agreement. And decentralization. Nowadays, the encryption market is in a critical period of bear-to-bull transition. Most projects are recruiting and expanding the team size to meet the next bull market, but the foundation is contrary to the mainstream expectation. Why do you announce a large number of layoffs at the critical moment of the cyclical rotation of the encryption market? Is this a long-rumored team infighting or self-help behavior? At present, users and markets have more favorable views on the layoffs of the foundation than negative ones. Most community users think this. The second layoff event was the result of reorganizing the team after the founder's abbreviation was translated into Chinese for Yi Long's return to the Foundation, which not only streamlined expenses, saved costs, but also eliminated unnecessary personnel, which was of great benefit to the future development of the Foundation. The reason for this conclusion was that two key pieces of information were released in the layoff announcement. One was the result of a thorough review of the activities of the Foundation in order to improve its work efficiency. The other was the disclosure of the financial situation of the Foundation. The assets currently held by Yi Long exceeded US$ 100 million. The Golden Foundation and its board of directors conducted a thorough review of the foundation's activities. In the process, there was feedback that the foundation was not always so effective, sometimes it acted too slowly and tried to do too many things at the same time. After this review, the team decided to greatly integrate the core foundation team, narrow the scope of work and focus on more influential activities. It said that as part of this reorganization, the foundation would reduce its team influence by about 100 colleagues, mainly marketing business development and community team layoffs. It was announced that the foundation's finance was. The situation is still stable and good. After the announcement of investment and loan layoffs of more than $100 million in legal tender with a value of more than $100 million and $10,000 was issued, some community users expressed optimism that the layoffs would streamline personnel, improve efficiency, reduce expenses and solve the problem that the foundation complained for a long time was inefficient and did not pay attention to the development of the ecosystem. The stable financial data indirectly clarified the long-rumored rumor that the foundation was short of money. Finally, the foundation has begun to pay attention to the problem of the foundation. As an important organization to promote the ecological development of blockchain projects, the foundation not only manages the huge treasury funds that determine the future of the project, but also needs to formulate development marketing strategies that are in line with its own tonality and support high-quality early ecological projects. Today, the foundation publicly says that the encrypted assets it manages exceed US$ 100 million, and most of these funds will be used to support the development of the ecosystem or vigorously support ecological projects, which is of great benefit to the future ecological growth. It is announcing layoffs. On the same day, the price of tokens rushed from US dollars to US dollars, which rose more than January, and the price fell back to the US dollar. Within a month, users paid attention to the appearance of the foundation's layoffs. There is still an important reason behind it. Is this layoff related to the return of founder Yi Long to the foundation? Since September, the top management of the foundation has experienced three major changes. Last month, he announced his resignation as the chief executive of the foundation since the first quarter of 2000, and then the foundation was handed over to legal counsel, and founder Yi Long announced his return. The foundation took a post to lead the ecosystem into the next stage of building an open network, and was transferred to the position of chief operating officer. After the foundation announced the appointment and the former senior management, Yi Long quit the foundation. In less than two months, the foundation experienced three personnel changes. Users have different opinions about the reasons for the frequent personnel changes of the foundation. The rumors of team infighting have constantly torn the veil of the foundation's problems. The founder publicly posted a message on social media to bombard the foundation and. The founding members of the chain developer also came from the team, saying that they broke the contract and refused to fulfill the commitment agreement to redeem the stable currency worth $10,000. Simply speaking, this controversial event was previously told that any amount of stable currency can be converted into and there is no need to provide a source of funds. Under this commitment, the stable currency worth $10,000 was purchased from the assets, but when it was about to be redeemed, it refused. In response to this matter and the Foundation explained that the protection plan was established and operated to protect it after it was closed due to insufficient mortgage. The affected individuals refused the request because the existence or use of the spread arbitrage from their purchases would bring losses to ecological users. However, this incident once again pointed the finger at the relationship between the foundation and the stable currency project that aborted halfway, and there were constant doubts about their relationship. Some users left messages saying that the foundation was more black than hackers, but now it did not support it. It swallowed tens of millions of dollars. The stable currency was not officially launched, but the operation of the foundation seemed to be different from the relationship. The project hatched by the government is really chaotic in management, and the rumor that the foundation has no money is also from here. The public information shows that the stable currency is due to the project issued in. Although it claims to be an independently operated community-run project without direct financial assistance from the foundation, the stable currency is mainly generated by token mortgage and won the public support of the foundation at the initial stage of its launch, which gives users the illusion that it is officially operated by the foundation. After the foundation was declared closed due to insufficient mortgage in. Immediately, a fund of $10,000 was set up to support the conversion of the exchange. This exchange support operation even made users suspect that there was an unspeakable relationship with the official of the foundation. As of March, the dispute with the foundation had not yet reached a clear conclusion, and the founder did not stop accusing it. He once said that if the foundation continued to do so, he would take legal measures to uncover the problems of chaotic management of the foundation team and unclear relationship between ecological stakeholders. Yi Long's return at this juncture was also. It is believed that it is necessary to rectify the chaotic management of the foundation team. After returning to the foundation two months later, it was announced that layoffs are to eliminate the development difficulties of the team and the stagnation chain. Since Yi Long announced his return to the foundation, he also announced a series of new actions in terms of products. First, the foundation announced and cooperated to develop zero-knowledge proof virtual machines. Secondly, it launched a new project, the data available layer entered the modular blockchain field, and then cooperated with the company to build a fast termination layer for Ethereum. The transaction time cost can be reduced by one fourth. With the overall recovery of the encryption market, the currency price also rose from the highest dollar on March to March. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

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