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Cosmos放棄了樞紐的智能合約,引發了建造者出埃及記的問題。這是宇宙未來的失誤還是必要的樞軸?
Cosmos Scraps Smart Contracts: Builder Exodus or Strategic Pivot?
宇宙廢料智能合約:建築商出埃及記還是戰略樞軸?
Cosmos, the interoperability-focused blockchain network, recently scrapped its plans to bring smart contracts to the Cosmos Hub, igniting a debate about its future direction and potential builder exodus.
以互操作性為重點的區塊鍊網絡Cosmos最近取消了將智能合約帶到Cosmos Hub的計劃,並激發了有關其未來方向和潛在建築商出埃及記的辯論。
Cosmos' Smart Contract U-Turn
宇宙的智能合同掉頭
In a surprising move, Cosmos halted its initiative to transform the Hub into a multichain smart contract platform. Citing high implementation costs and weak developer demand, the team decided to refocus its efforts. This decision, however, has stirred up long-standing frustrations within the Cosmos builder community.
令人驚訝的是,Cosmos停止了將樞紐轉變為多鍵合同平台的主動性。該團隊以高度實施成本和開發人員的需求較弱,決定重新調整其努力。然而,這一決定激起了宇宙建造者社區內的長期挫敗感。
Builder Exodus: Real or Exaggerated?
建築商出埃及記:真實還是誇張?
Simon Chadwick, a former Cosmos-based project contributor, announced his team's departure from the ecosystem, highlighting challenges such as liquidity, user distribution, and developer support. While acknowledging valuable Cosmos teams, Chadwick painted a picture of projects struggling to gain traction since the Terra collapse. His concerns echo a sentiment that some top-tier builders are leaving, feeling that their projects haven't achieved their potential within the Cosmos ecosystem.
西蒙·查德威克(Simon Chadwick)是前宇宙的撰稿人,他宣布了他的團隊離開生態系統,強調了諸如流動性,用戶分銷和開發人員支持之類的挑戰。在承認有價值的宇宙團隊的同時,查德威克(Chadwick)畫了一幅圖片,描繪了自從Terra崩潰以來努力吸引人的項目。他的擔憂與某些頂級建築商要離開的情緒相呼應,感到他們的項目在宇宙生態系統中沒有發揮潛力。
Interchain Labs (ICL) co-CEO Maghnus Mareneck dismissed these concerns as "doomposting," arguing that all ecosystems face similar hurdles. However, Chadwick countered, questioning the number of genuine "winners" on Cosmos, even among well-known projects.
鍊鍊實驗室(ICL)聯合首席執行官Maghnus Mareneck認為這些擔憂是“多構成”,認為所有生態系統都面臨著類似的障礙。但是,查德威克(Chadwick)反駁說,即使在著名的項目中,也質疑宇宙上真正的“獲勝者”的數量。
A Strategic Pivot?
戰略樞紐?
Mareneck argues that onboarding established businesses to Cosmos will accelerate traction, citing new chains like Ondo, Ripple, Babylon, and Stable joining the IBC ecosystem. The focus shifts from competing for mercenary builders and users to attracting established players, potentially a more sustainable path.
馬雷納克(Mareneck)辯稱,啟用既定的企業將加速牽引力,理由是加入IBC生態系統的新連鎖店,例如Ondo,Ripple,Babylon和Stable。重點從競爭僱傭軍和用戶競爭轉變為吸引已建立的參與者,這可能是更可持續的道路。
Impact on Cosmos Projects
對宇宙項目的影響
The decision to halt smart contract support has directly impacted projects like Stride, the largest liquid staking platform on Cosmos. Stride, which was developing a DEX for the Cosmos Hub, is now exploring alternative deployment options. Despite the setback, Stride co-founder Aidan acknowledged the difficult decisions facing ICL, highlighting the uncertainty in the space.
停止智能合同支持的決定直接影響了諸如宇宙上最大的液體蒸發平台之類的項目。正在為Cosmos Hub開發DEX的STRIDE現在正在探索替代部署選項。儘管遇到了挫折,但Stride聯合創始人Aidan承認ICL面臨的艱難決定,強調了該領域的不確定性。
TON Blockchain and Tolk 1.0
噸區塊鍊和托爾克1.0
Meanwhile, TON Blockchain is moving forward with the launch of Tolk 1.0, a new programming language designed to revolutionize smart contract creation within the Telegram-based Web3 ecosystem. Tolk 1.0 is based on the foundations of FunC, and offers a modern syntax and structure and also promises to be more efficient, with contracts written in Tolk consuming up to 40% less gas compared to FunC.
同時,TON區塊鏈正在推出Tolk 1.0,這是一種新的編程語言,旨在徹底改變基於電報的Web3生態系統中的智能合同創建。 Tolk 1.0基於FUNC的基礎,並提供了現代的語法和結構,並且也有望更有效,與FUNC相比,托爾克(Tolk)的合同消耗多達40%。
Looking Ahead: Cosmos' Future
展望未來:宇宙的未來
Cosmos' ATOM token has underperformed compared to other Layer 1 ecosystems, trading nearly 90% below its all-time high. Daniel Olshansky, CTO of Grove, suggests that Cosmos isn't for everyone, recommending Solana for DeFi protocols or memecoins and EVM chains for wallets or stablecoins. He argues that Cosmos remains a strong option for those focused on building infrastructure that combines vertical integration and horizontal interoperability.
與其他第1層生態系統相比,Cosmos的原子令牌的表現不佳,低於其歷史最高水平近90%。 Grove的首席技術官Daniel Olshansky建議,宇宙並非所有人,都建議Solana用於Defi協議,Memecoins和EVM Chains和EVM Chains for Wallets或Stablecoins。他認為,對於那些專注於建立垂直整合和水平互操作性的基礎設施的人來說,宇宙仍然是一個強大的選擇。
My Two Satoshis
我的兩個satoshis
Cosmos' decision is a high-stakes gamble. While the builder exodus concerns are valid, a strategic pivot towards attracting established businesses could be a long-term win. However, the Cosmos team needs to address the underlying issues of liquidity, user distribution, and developer support to retain existing talent and attract new builders. Only time will tell if Cosmos' new direction will lead to a thriving ecosystem or a missed opportunity.
Cosmos的決定是一場高風險的賭博。儘管建築商出埃及記的問題是有效的,但吸引既定企業的戰略樞紐可能是長期的勝利。但是,Cosmos團隊需要解決流動性,用戶分配和開發人員支持的潛在問題,以保留現有人才並吸引新的建築商。只有時間才能證明Cosmos的新方向是否會導致蓬勃發展的生態系統或錯過的機會。
So, is this the end of the world for Cosmos? Probably not. But it's definitely a plot twist. Buckle up, folks, because the crypto rollercoaster is far from over!
那麼,這是宇宙世界的盡頭嗎?可能不是。但這絕對是情節扭曲。伙計們,搭扣,因為加密過山車還遠遠沒有結束!
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