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加密貨幣新聞文章

TGES,區塊鍊和未來:瀏覽Web3的變化沙子3

2025/09/22 21:27

探索TGE,區塊鍊和Web3的未來不斷發展的景觀,分析了最新趨勢,創始人出口和創新項目。

TGES,區塊鍊和未來:瀏覽Web3的變化沙子3

The world of TGEs (Token Generation Events), blockchains, and the future of Web3 is constantly evolving. Recent dynamics have seen increased scrutiny of TGEs, innovative approaches to blockchain scaling, and exciting developments in Web3 gaming.

TGES(代幣生成事件),區塊鍊和Web3的未來一直在不斷發展。最近的動態已經看到了對TGE的審查,區塊鏈縮放的創新方法以及Web3遊戲中令人興奮的發展。

TGEs Under the Microscope: Exit Ramps or Launchpads?

顯微鏡下的TGE:退出坡道還是發射台?

Token Generation Events, once celebrated as launchpads for ambitious blockchain projects, are now facing criticism. Are they genuinely designed to foster long-term ecosystem growth, or are they merely becoming exit ramps for crypto founders?

曾經被慶祝為雄心勃勃的區塊鏈項目的發射台的象徵性一代活動現在正面臨批評。它們是為了促進長期生態系統增長而真正設計的,還是只是成為加密創始人的退出坡道?

A concerning trend has emerged: founders stepping away from their projects soon after the TGE. This raises questions about their initial intentions and commitment to the long-term vision of the blockchain. As Brian Huang, co-founder of Glider, aptly puts it, "In reality, the token launch is supposed to be the start of the project."

出現了一個令人擔憂的趨勢:創始人在TGE之後不久就離開了他們的項目。這就提出了關於他們最初的意圖和對區塊鍊長期願景的承諾的疑問。正如Glider的聯合創始人Brian Huang恰當地說:“實際上,令牌發布應該是項目的開始。”

Investor Sterling Campbell from Blockchain Capital rightly points out that founder exits aren't always malicious. Founder fatigue, misaligned incentives, and the stark realization that product-market fit is lacking are all potential factors.

來自區塊鏈資本的投資者斯特林·坎貝爾(Sterling Campbell)正確地指出,創始人退出並不總是惡意的。創始人的疲勞,未對準的激勵措施以及缺乏產品市場擬合的鮮明意識都是潛在的因素。

However, the data doesn't lie. Messari's research indicates that tokens with higher insider allocations tend to perform worse. This raises concerns about the fairness and sustainability of many TGE models.

但是,數據不在。梅薩里(Messari)的研究表明,具有更高內部分配的代幣往往會表現更糟。這引起了人們對許多TGE模型的公平性和可持續性的關注。

The Question of Too Many Blockchains

太多區塊鏈的問題

The sheer volume of TGEs also begs the question: do we really need more blockchains? Annabelle Huang from Altius Labs suggests that while we may not need more general-purpose blockchains, there's definitely room for networks designed for specific use cases.

巨大的TGE還引出了一個問題:我們真的需要更多的區塊鏈嗎? Altius Labs的Annabelle Huang認為,儘管我們可能不需要更多通用區塊鏈,但肯定有用於特定用例的網絡空間。

Projects like Hyperliquid, which focused on building a derivatives exchange before verticalizing into its own chain, exemplify this shift. They demonstrate real-world usage and provide a compelling reason for their existence. In contrast, many new layer 1s and layer 2s launch without a clear breakout app to justify their TGE.

諸如Hyperliquid之類的項目旨在在垂直到自己的鏈條之前建立衍生品交換,並舉例說明了這一轉變。他們展示了現實世界的用法,並為其存在提供了令人信服的理由。相比之下,許多新的第1層和第2層在沒有明確的突破應用程序的情況下啟動以證明其TGE合理。

The pressure on long-term supporters is immense. The sheer volume of tokens scheduled to unlock in the coming years – estimated at $155 billion by 2030 – creates persistent selling pressure that can be difficult to overcome.

長期支持者的壓力巨大。計劃在未來幾年解鎖的龐大的代幣(估計到2030年為1550億美元)造成了持續的銷售壓力,這可能很難克服。

Boundless: Scaling Blockchains Like the Internet

無限:像互聯網這樣的縮放區塊鏈

While some question the need for more blockchains, others are focused on improving the scalability and efficiency of existing ones. Boundless, with its recent mainnet activation, is tackling this challenge head-on.

儘管有些人質疑需要更多區塊鏈的需求,但其他人則專注於提高現有的區塊鏈的可擴展性和效率。隨著最近的主網激活,無限無限正在正面應對這一挑戰。

Boundless aims to mirror the internet’s scaling model by using zero-knowledge computation as the engine of scale. Their approach involves rewarding provers for generating verifiable proofs, a departure from traditional block mining.

Boundless的目的是將零知識計算作為比例引擎來鏡像Internet的擴展模型。他們的方法涉及獎勵犧牲證明,這是與傳統塊開采的背離。

Their Proof of Verifiable Work and ZK Coin (ZKC) are designed to create a market for verifiable compute, aligning incentives with tangible, valuable output.

他們的可驗證工作證明和ZK Coin(ZKC)旨在為可驗證的計算,與有形,有價值的輸出保持一致的計算,使一致的激勵措施創建一個市場。

Dæmons: Web3 Gaming Innovation

Dæmons:Web3遊戲創新

Innovation isn't limited to blockchain infrastructure. Projects like Dæmons, an AI-powered web3 battler, are pushing the boundaries of gaming.

創新不僅限於區塊鏈基礎設施。像AI驅動的Web3戰鬥機Dæmons這樣的項目正在推動遊戲的界限。

Dæmons enhances the gaming experience by transforming players’ blockchain histories into personalized and evolving digital companions. This unique approach integrates the blockchain aspect deeply into the gameplay.

Dæmons通過將玩家的區塊鏈歷史變成個性化和不斷發展的數字伴侶來增強遊戲體驗。這種獨特的方法將區塊鏈方面深入整合到遊戲玩法中。

With its play-to-progress model and strategic development pillars, Dæmons aims to create a fun, engaging, and sustainable gaming ecosystem.

Dæmons憑藉其遊戲模型和戰略發展支柱,旨在創建一個有趣,引人入勝且可持續的遊戲生態系統。

The Future is Unwritten

未來是不成文的

The future of TGEs, blockchains, and Web3 is far from certain. The industry is grappling with challenges like founder exits, unsustainable tokenomics, and the need for greater scalability.

TGE,區塊鍊和Web3的未來遠非確定。該行業正在應對諸如創始人出口,不可持續的令牌學以及更高可擴展性的挑戰。

But, hey, at least we've got AI-powered blockchain battlers to keep us entertained while we figure it all out. One thing's for sure: it's gonna be a wild ride! Keep your eyes peeled, folks, because the next big thing in Web3 could be just around the corner.

但是,嘿,至少我們有AI驅動的區塊鏈戰鬥機,可以在我們弄清楚這一切時讓我們娛樂。可以肯定的是:這將是一個瘋狂的旅程!伙計們,請睜大眼睛,因為Web3中的下一件大事可能在拐角處。

原始來源:tradingview

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