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Celestia在主张内部利润的主张中面临“ FUD”。联合创始人为1亿美元+战争箱辩护。 Celestia可以天气吗?
Celestia, once the darling of modular blockchains, is currently battling a wave of 'FUD' (Fear, Uncertainty, and Doubt). Allegations of insider profit-taking and a dramatic token drawdown have put the project and its $100M+ treasury under intense scrutiny. Is this just another crypto controversy, or are there legitimate concerns about Celestia's long-term viability?
Celestia曾经是模块化区块链的宠儿,目前正在与“ FUD”(恐惧,不确定性和怀疑)作斗争。内幕盈利和戏剧性的代币拖累的指控使该项目及其1亿美元以上的财政部受到了严格的审查。这只是另一个加密争议,还是对Celestia的长期生存能力有合理的担忧?
The $100M Defense Against the FUD
针对FUD的1亿美元防守
Celestia co-founder Mustafa Al-Bassam has stepped forward to address the rising concerns. He insists that the core team remains committed and financially stable, boasting a '$100M+ war chest and a 6+ year runway.' This financial cushion, he argues, will allow Celestia to weather the current storm and continue building.
Celestia联合创始人Mustafa Al-Bassam已上前解决了不断上升的问题。他坚持认为,核心团队仍然坚定不移,财务稳定,拥有1亿美元以上的战争箱和6岁以上的跑道。他认为,这种金融缓冲将使Celestia能够度过当前的风暴并继续建造。
Allegations of Misconduct and Insider Profit-Taking
不当行为和内部人士获利的指控
The 'FUD' stems from accusations of coordinated financial misconduct. Startup Anthropologist, in a viral X thread, alleged that Celestia's c-suite executives had early token unlocks and that Mustafa sold 25M+ tokens in OTC deals after moving to Dubai. The thread further claimed that insiders quietly offloaded holdings while paying promoters for the TIA token.
“ FUD”源于指责协调的金融不当行为。初创企业人类学家在病毒X线程中声称Celestia的C-Suite高管早日解锁了,穆斯塔法在移居迪拜后在OTC交易中出售了2500万+令牌。该线程进一步声称,内部人员在为TIA代币支付促销员的同时,悄悄地卸下了财产。
Critics have also targeted Celestia’s token unlock schedule. The token's price is down more than 92% compared to its all-time high of $20.91, registered in June last year.
批评家还针对Celestia的代币解锁时间表。代币的价格下降了92%以上,而去年6月注册的20.91美元的历史高处则下跌。
Celestia's Market Strategy Under Scrutiny
Celestia的市场策略受到审查
Back in May, investor Larry Sukernik described Celestia as a cautionary tale in attempting to brute-force market traction through narrative and marketing. He questioned whether Celestia jumped into the DA space prematurely, given the still-nascent demand from rollups.
早在5月,投资者拉里·苏克内克(Larry Sukernik)将塞莱斯蒂亚(Celestia)描述为试图通过叙事和市场营销来打败市场牵引力的警告性故事。鉴于汇总的需求仍然不起作用,他质疑Celestia是否过早地跳入了DA空间。
A Glimmer of Hope?
一线希望?
Despite the controversy, Al-Bassam defends the project's relevance, citing over 30 rollups deployed on Celestia. He claims it controls around 50% of the data availability (DA) throughput market, positioning it as 'basically the default solution for alt-DA these days.'
尽管引起了争议,但Al-Bassam捍卫了该项目的相关性,理由是在Celestia上部署了30多个汇总。他声称,它控制了大约50%的数据可用性(DA)吞吐量市场,将其定位为“这些天基本上是Alt-DA的默认解决方案”。
So, What's the Verdict?
那么,判决是什么?
The situation surrounding Celestia is complex. While the team claims to have a strong financial position and a dominant role in the DA market, the allegations of insider profit-taking and the significant token drawdown are hard to ignore. Whether the 'FUD' is justified or not, it highlights the importance of transparency and accountability in the crypto space.
Celestia周围的情况很复杂。尽管该团队声称在DA市场中具有强大的财务状况和占主导地位的作用,但内部人士获利和大量令牌降低的指控很难忽略。不管“ FUD”是否合理,它都突出了加密空间中透明度和问责制的重要性。
It looks like Celestia has some serious explaining to do. Let's hope they can clear the air and get back to building. After all, a little less drama and a little more blockchain innovation would be a welcome change, wouldn't it?
看来Celestia有一些认真的解释。希望他们能清除空气并重新建造。毕竟,戏剧性少一些,还有更多的区块链创新将是一个可喜的变化,不是吗?
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