详解Paradigm投资900万美金的新项目Shadow

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作者:深潮 TechFlow

二级市场的散户们积极打铭文,一级市场的VC们仍在坚持投基建。

最近,一个名为Shadow的基础设施项目公开宣布,其获得了Paradigm领投的的900万美金种子轮融资。

详解Paradigm投资900万美金的新项目Shadow

基建在加密领域确实重要,但目前大家的普遍感觉仍是基建扎堆,应用缺乏。

这也让我们不由开始思考,为何风险投资倾向于大手笔投资基础设施项目?这些项目能够解决哪些对大多数用户不明显,却对整个加密行业至关重要的问题?

基建项目往往设计上存在较多技术细节,理解起来存在一定门槛;在查看Shadow这个项目的相关资料后,这种感觉显得更加明显。

项目官网上充满了大量的代码和数据,一般用户很难理解它到底能解决什么问题。

粗略看来,Shadow是一个创新的区块链基础设施项目,致力于简化和降低链上数据索引和分析的工程时间和成本;但具体如何去做,以及为何要做,则没有更多的标准答案。

详解Paradigm投资900万美金的新项目Shadow

作为顶级VC Pardigim 投资的新星,Shadow 自然有其过人之处。

因此接下来,笔者在进行了一定程度的研究后,尝试解读Shadows捕捉到的痛点和独特的解决方案,并深入探讨Shadow的核心价值和其在加密领域的潜在影响。

链上数据分析很重要,但用起来很昂贵

首先,Shadow这个项目瞄准的方向,是链上数据分析领域。

链上数据分析在加密货币领域至关重要,它不仅提供了对市场动态的深入洞察,还是优化交易策略、加强安全措施和促进技术创新的关键因素。

但请注意,Shadow所说的链上数据分析,不能与我们印象中的 Dune、Nansen和Arkham等链上分析工具等同。

链上分析工具,实际上是“将数据处理之后再给你用”,而链上分析,则是“数据处理”。

这就有点像一个餐厅的菜肴和食材的区别。

你用链上数据工具,免费且快速,是因为餐厅已经把菜做好了直接给你吃;而在后厨,处理食材(原始链上数据),可能是一项耗时耗力的工作。

怎么个耗时耗力法?现有的链上数据分析,面临着成本高昂和技术复杂的问题:

智能合约的事件日志生成需要支付高额的燃气费用;

对数据的实时追踪和分析需要庞大的计算资源;

虽然链上数据是公开透明的,但它们的结构和格式可能使得解析和有效利用成为一项挑战。因此,现有的数据分析解决方案往往难以满足实时性、成本效益和灵活性的需求,这就凸显了市场对于一个更高效、经济的数据处理方法的迫切需求。

这种需求,可能并不是最终用户的需求;就像上述餐厅的比喻提到的那样,这可能是餐厅处理原材料的需求。所以,Shadow这个项目,更多的是在为项目方、开发者和专业数据分析师服务,而不是面向最终用户。

Shadow,为昂贵的本体创建一个“影子”

既然利用和组织链上数据成本较高,那么一个可行的解决方案是:

复制一份链上数据的“分叉”版本,然后在这个分叉里面尽情的分析与修改。

这也是Shadow项目在名字上的暗示。不直接在主链上调用资源来分析,而是生成一个一样的“影子”版本来进行处理。

这样的做法很容易想起Github上的Fork按钮。

详解Paradigm投资900万美金的新项目Shadow

别人有一个代码仓库,我觉得还不错;但我又不想直接在别人的仓库里搬来搬去弄得一团糟,那么一个最好的办法就是我Fork一份别人的代码仓库,克隆到自己的电脑上随意修改。

类似的,你可以把Shadow的影子分叉类比于GitHub中fork他人的代码仓库。在Shadow上,你可以创建一个主链的影子版本,进行数据分析和定制事件日志的添加,而这些操作不会影响主链本身。

因此,影子分叉是链下只读执行环境,旨在实时镜像公共区块链的状态,并且针对数据访问进行了高度优化。

详解Paradigm投资900万美金的新项目Shadow

Shadow通过其独特的影子分叉技术,为链上数据访问和索引提供了一种新的解决方案。

这项技术可以类比为在真实世界中创建一个完美的模拟环境。在这个虚拟环境中,用户可以自由地添加或修改智能合约的事件日志,而无需支付高昂的gas费用。

这就像在一座沙盒城市中自由建设,不受现实世界成本和规则的限制。通过这种方式,Shadow极大地降低了数据处理的成本,同时提高了灵活性和效率。

它不仅使得数据索引更快更丰富,还让深入数据分析变得简单易行。此外,Shadow的这种方法也为智能合约的开发和测试提供了新的可能,使开发者可以在不影响主网的前提下,测试和优化他们的合约。

具体能做什么?

目前,Shadow 的官方材料中展示了使用该协议可能的四种用例:

详解Paradigm投资900万美金的新项目Shadow

节省gas费和合约大小:通过将事件日志放在影子分叉而不是主网上,可以显著优化合约并满足不同的数据需求。这种方式可以减少每笔交易的燃气费用高达12%,同时增加合约的可见性。

加强协议分析:Shadow允许用户自定义任何合约的事件,即使主网上的事件缺失或不完整。用户可以直接访问主网状态数据,进行后续的数据分析。

构建快速索引器:通过发出数据丰富的影子事件,减少RPC调用,追踪和复杂的数据合并,从而加速数据索引过程。

完整的日志记录套件:Shadow允许用户在任何合约中发出私有日志,用于监控、测试、调试,并分析实际主网交易的合约执行情况。

这些功能对于普通用户来说过于硬核,但还有哪些人可能会用到这些功能?

Shadow的主要用户群体包括区块链开发者、数据分析师和研究人员,他们可能更需要高效、低成本的链上数据访问和分析工具。

使用Shadow相当简单直接。开发者只需几行代码,就可以在自己的影子分叉中创建和测试新的事件日志和智能合约。这一过程无需复杂的设置,用户可以通过Shadow提供的友好界面轻松地创建影子分叉,并添加自定义事件日志。

详解Paradigm投资900万美金的新项目Shadow

这种简便性意味着即使不是区块链专家,用户也能快速地开始利用Shadow的上述功能。

机遇与挑战

随着加密货币和Web3技术的不断发展,Shadow面临着巨大的机遇和挑战。

从机遇角度看,随着区块链应用的增加、更多外界组织的加入和牛市交易量的增加,对于高效、低成本的链上数据处理需求日益增长。Shadow的上述技术,有潜力成为这一领域的领导者。

然而,挑战也同样存在,包括与其他技术解决方案的竞争、保持技术的先进性和安全性(开源),以及是否能扩展到更多区块链平台上等。

但整体来说,这类项目的主要问题,还是离最终用户太远,难以被感知并产生Fomo情绪。

从行业观察者和从业者的视角来看,多一份shadow这样的项目,就多一份行业深入分析的趁手兵器;但从散户和用户视角来看,有没有这种工具可能并不重要,他们更关心是否有空投,如何参与和交互等博取奖励。

在一级和二级市场割裂的关注点和情绪中,笔者认为 Paradigm 对Shadow的投资,不仅是对单个项目的支持,更是对加密货币基础设施领域发展的信心投票。

VC的基建归基建,散户的应用归应用,今天的加密市场更像是一个公开的集市,不同体量的参与者们,在不同的摊位,专注于自己的买卖。

但最终,市场越热闹越繁荣,对大家来说都更好。


The author is deeply impressed by the fact that retail investors in the secondary market are still insisting on investing in infrastructure. Recently, an infrastructure project named $ publicly announced that it has won the lead investment in seed round financing. It is indeed important to invest in the new project of $10,000 in infrastructure in the encryption field, but at present, the general feeling of everyone is still that the infrastructure is clustered and the application is lacking, which also makes us wonder why venture capital tends to invest heavily in infrastructure projects, and what these projects can solve is useful for most people. There are many technical details in the design of infrastructure projects that are not obvious but are crucial to the whole encryption industry. There is a certain threshold for understanding. This feeling is even more obvious after looking at the relevant information of this project. The project official website is full of a lot of codes and data, and it is difficult for ordinary users to understand what problems it can solve. It seems to be an innovative blockchain infrastructure project, which is committed to simplifying and reducing the engineering time and cost of data indexing and analysis on the chain, but the details are as follows. There are no more standard answers to what to do and why to do it. As a rising star of top investment, the new project with a investment of US$ 10,000 naturally has its own advantages. Therefore, after a certain degree of research, the author tries to interpret the captured pain points and unique solutions and discuss in depth the core value and its potential impact in the encryption field. On-chain data analysis is very important, but it is expensive to use. First of all, the direction this project aims at is the field of on-chain data analysis in encryption. The currency field is very important. It not only provides in-depth insight into the market dynamics, but also optimizes trading strategies, strengthens security measures and promotes technological innovation. However, please note that the on-chain data analysis cannot be equated with the on-chain analysis tools we remember. In fact, the on-chain analysis tools are used for you after data processing, while the on-chain analysis is data processing, which is a bit like the difference between dishes and ingredients in a restaurant. You use the on-chain data tools for free and fast because the restaurant has. It may be a time-consuming and labor-intensive job to process the raw data of ingredients in the back kitchen after cooking the dishes directly for you. What is the time-consuming and labor-intensive method? The existing data analysis on the chain is faced with the problems of high cost and complex technology. The generation of event logs of intelligent contracts requires high gas costs, and the real-time tracking and analysis of data requires huge computing resources. Although the data on the chain are open and transparent, their structure and format may make the analysis and effective utilization a challenge. Therefore, The existing data analysis solutions are often difficult to meet the demand of real-time cost-effectiveness and flexibility, which highlights the urgent need for a more efficient and economical data processing method in the market. This demand may not be the demand of the end users, as mentioned in the metaphor of the restaurant above, but it may be the demand of the restaurant to process raw materials, so this project is more for the project developers and professional data analysts than for the end users to create a shadow for the expensive ontology. Since the cost of using and organizing the data on the chain is high, a feasible solution is to copy a forked version of the data on the chain and then analyze and modify it heartily in this forked version, which is also a hint of the name of the project. Instead of directly calling resources on the main chain for analysis, it is easy to think of the button on the screen to explain in detail the new project with a investment of US dollars. I think it is not bad, but I don't want to directly do it in another place. People's warehouses are moving around and making a mess, so one of the best ways is to clone a copy of someone else's code warehouse to my own computer and modify it at will. You can compare the shadow bifurcation to someone else's code warehouse. You can create a shadow version of the main chain for data analysis and custom event log addition, but these operations will not affect the main chain itself, so the shadow bifurcation is a read-only execution environment under the chain, which aims to mirror the state of the public blockchain in real time and aim at the data. The visit has been highly optimized, and the new project with an investment of US$ 10,000 provides a new solution for online data access and indexing through its unique shadow bifurcation technology. This technology can be compared to creating a perfect simulation environment in the real world, in which users can freely add or modify the event log of smart contracts without paying high fees, just like building freely in a sandbox city without being limited by real-world costs and rules. This method greatly reduces the cost of data processing and improves the flexibility and efficiency. It not only makes the data index faster and richer, but also makes the in-depth data analysis simple and easy. In addition, this method also provides new possibilities for the development and testing of smart contracts, so that developers can test and optimize what their contracts can do without affecting the main network. At present, the official materials show four possible use cases of using this protocol, and explain in detail the savings and combination of new projects with investment of US dollars. About the size, by putting the event log on the shadow fork instead of the main network, the contract can be significantly optimized and different data requirements can be met. This way, the gas cost of each transaction can be reduced as much as possible, and the visibility of the contract can be increased. Protocol analysis allows users to customize the events of any contract, even if the events on the main network are missing or incomplete, users can directly access the status data of the main network for subsequent data analysis, build a fast indexer, and reduce the call chase by issuing shadow events with rich data. Trace and complex data merge to speed up the data indexing process. The complete logging suite allows users to send private logs in any contract for monitoring, testing and debugging and analyzing the contract implementation of actual main network transactions. These functions are too hard-core for ordinary users, but who else may use these functions? The main user groups include blockchain developers, data analysts and researchers. They may need more efficient and low-cost online data access and analysis tools. When simple and direct developers can create and test new event logs and smart contracts in their own shadow forks with only a few lines of code, this process does not need complicated settings. Users can easily create shadow forks and add custom event logs through the friendly interface provided. This simplicity means that even users who are not blockchain experts can quickly start to use the above-mentioned functions. With the continuous development of cryptocurrency and technology, they are facing huge opportunities and challenges. From the perspective of opportunity, with the increase of blockchain applications, more external organizations join and bull market exchanges. 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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