協議：加密募款、失業、豐厚的支出、開發者補助

在本週的《The Protocol》（我們關於區塊鏈技術的電子報）中，我們將報導Optimism 向Kraken 提供的4,250 萬美元代幣承諾、加密貨幣風險投資資金、對比特幣開源開發人員的資助，以及Polymarket 對Polygon 獲利的（可忽略不計）影響。

The Protocol: Crypto Fundraising, Job Losses, Juicy Payouts, Grants for Devs In an industry where the whole point is to revolutionize the business of money, the hunt for actual money is quite real. Sometimes it comes in tokens, sometimes in cash; when teams run out of money, jobs are lost. When projects hit a stride, developers reap windfalls – though not always. We've got all sorts of money stories this week – from a report on funding for Bitcoin Core developers, to the Optimism Foundation's $42.5 million grant to crypto exchange Kraken (a scoop!), to the Stratos report on crypto venture capital firms. I almost decided to call this, "The Money issue," or something like that. But it all just sort of happened organically, so here you go.

協議：加密募款、失業、豐厚的支出、開發人員補助在一個以徹底改變貨幣業務為重點的行業中，對實際貨幣的追逐是相當真實的。有時以代幣形式出現，有時以現金形式出現；當團隊沒錢時，工作就會消失。當專案取得進展時，開發商會收穫意外之財——儘管並非總是如此。本週我們收到了各種各樣的金錢故事——從關於為比特幣核心開發者提供資金的報告，到樂觀基金會向加密貨幣交易所Kraken 提供4250 萬美元的資助（獨家新聞！），再到Stratos 關於加密貨幣創投公司的報告。我幾乎決定將其稱為“金錢問題”或類似的名稱。但這一切都是有機發生的，所以就這樣吧。

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Cumulative gas fees Polymarket on Polygon PoS in 2024 have totaled just over $27,000 this year, through Oct. 23. (Token Terminal)

截至 10 月 23 日，Polygon PoS 上的 Polymarket 2024 年累計汽油費總計略高於 27,000 美元。

Polymarket, a decentralized predictions market, has been a massive success for the Polygon blockchain team. The betting app has been organically breaking out, getting mainstream usage and attention – speculation on presidential elections! And the Satoshi HBO documentary! But according to data, Polymarket has only brought in a meager $27,000 in fees on Polygon’s PoS blockchain in 2024, CoinDesk's Margaux Nijkerk reported in her incredibly smart and surprising dive into the topic. How is this possible?

Polymarket 是一個去中心化的預測市場，Polygon 區塊鏈團隊取得了巨大的成功。這款投注應用程式已經有機地爆發，獲得主流使用和關注——對總統選舉的猜測！還有中本聰的 HBO 紀錄片！但CoinDesk 的Margaux Nijkerk 在她對這個主題的令人難以置信的聰明和令人驚訝的深入研究中報告說，根據數據，Polymarket 在2024 年僅在Polygon 的PoS 區塊鏈上帶來了微薄的27,000美元的費用。這怎麼可能？

Polygon Labs CEO Marc Boiron agreed that $27,000 is a low figure, but he told Nijkerk that the dynamic illustrates just how cheap it is to use the blockchain – a selling point. The fee for a transaction on Polygon PoS is about $0.007, easily below the sub-cent threshold that several teams have targeted. Boiron argues that apps like Polymarket aren’t expected to bring in large revenues in transaction fees, as one might expect from more transaction-intensive applications like decentralized crypto exchanges.

Polygon Labs 執行長 Marc Boiron 同意 27,000 美元是一個較低的數字，但他告訴 Nijkerk，這一動態說明了使用區塊鏈是多麼便宜——這是一個賣點。 Polygon PoS 上的交易費用約為 0.007 美元，明顯低於幾個團隊設定的低於美分的門檻。 Boiron 認為，像 Polymarket 這樣的應用程式預計不會像去中心化加密貨幣交易所等交易密集型應用程式那樣帶來大量交易費用收入。

“The question is, like, Why is Polymarket so interesting if they are only bringing in $20K?" Boiron told CoinDesk. "The obvious reason is just, let's call it attention.” The success shows that “you can have an amazingly successful app on Polygon PoS that, like you can, you hardly even know that you're using a blockchain,” Boiron said.

“問題是，如果 Polymarket 只帶來 2 萬美元的收入，為什麼他們會如此有趣？”Boiron 告訴 CoinDesk。成功表明「你可以在 Polygon PoS 上擁有一個非常成功的應用程序，就像你一樣，你甚至幾乎不知道你正在使用區塊鏈，」Boiron 說。

It was big enough news last week when the U.S. crypto exchange Kraken announced that it is launching its own layer-2 network atop the Ethereum blockchain, based on technology borrowed from Optimism – the same provider that powers rival Coinbase's layer-2 network, Base. Ink, as Kraken's new network is known, is being built on the OP stack, a customizable toolkit that lets developers create their own blockchains using Optimism’s technology. The network is expected to go live in early 2025. (CoinDesk broke the news about a year ago that Kraken was considering following Coinbase into the layer-2 space.)

上週，美國加密貨幣交易所Kraken 宣布將在以太坊區塊鏈上推出自己的第2 層網絡，該網絡基於從Optimism 借來的技術——該提供商為競爭對手Coinbase 的第2 層網絡Base提供支持，這是一個足夠大的新聞。 Kraken 的新網路 Ink 是在 OP 堆疊上構建的，OP 堆疊是一個可自訂的工具包，允許開發人員使用 Optimism 的技術創建自己的區塊鏈。該網絡預計將於 2025 年初上線。

The immediate takeaway was that Optimism and its "Superchain" appear to be winning the layer-2 race versus competitors like Arbitrum and Polygon. But as these things go, sometimes it takes a little extra time for the full story to dribble out. CoinDesk's Margaux Nijkerk, after some hard-nosed reporting, extracted the crucial detail that the Optimism Foundation paid Kraken a grant of some 25 million OP tokens (worth $42.5 million at the current price) to build on OP Stack.

直接的結論是，Optimism 及其「超級鏈」似乎在與 Arbitrum 和 Polygon 等競爭對手的第二層競賽中獲勝。但隨著這些事情的發展，有時需要一些額外的時間才能完成整個故事。 CoinDesk 的Margaux Nijkerk 在一些精明的報道後，提取了關鍵細節：樂觀基金會向Kraken 支付了約2500 萬個OP 代幣（按當前價格計算，價值4250 萬美元），用於在OP Stack 上進行構建。

Lest this lead to head-scratching — don't customers usually pay suppliers? — what is actually happening here is that the foundation is using its considerable warchest of spare tokens to encourage new networks to join the Superchain, and subsidize their development – with the ultimate goal of reaching critical mass (and potentially an insurmountable lead). The foundation's chief growth officer, Ryan Wyatt, posted on X (after the story ran) that the "Collective is not going to stop investing in developers."

免得這讓人頭痛——客戶通常不向供應商付款嗎？ ——這裡實際發生的情況是，基金會正在利用其大量的備用代幣來鼓勵新網路加入超級鏈，並補貼它們的發展——最終目標是達到臨界質量（並且可能是不可逾越的領先優勢） 。該基金會的首席增長官瑞安·懷亞特 (Ryan Wyatt) 在 X 上發帖（報道發布後）表示，“集體不會停止對開發商的投資。”

Consensys, one of the main supporters of the Ethereum network, announced plans on Tuesday to lay off 20% of its workforce, blaming broader macroeconomic conditions and ongoing regulatory uncertainty, including the Securities and Exchange Commission’s (SEC) “abuse of power” in the space. Later in the day, the news emerged that, dYdX, the company building an on-chain crypto derivatives exchange, had fired 35% of its core team. The shake up adds more turbulence to dYdx's 2024 staffing woes, which had already seen CEO Antonio Juliano step down from the leadership post, only to return in early October.

以太坊網絡的主要支持者之一Consensys 週二宣布計劃裁員20%，並將其歸咎於更廣泛的宏觀經濟狀況和持續的監管不確定性，包括美國證券交易委員會(SEC) 在該領域的「濫用權力」。空間。當天晚些時候，有消息稱，建立鏈上加密貨幣衍生品交易所的 dYdX 解雇了 35% 的核心團隊成員。這次人事變動為 dYdx 2024 年的人員配置問題增添了更多動盪，執行長 Antonio Juliano 已經辭去了領導職位，直到 10 月初才回歸。

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從非洲走私黃金到連接比特幣和卡爾達諾