砧板：EigenLayer 与 Celestia、以太坊的 Homestake 危机以及 Stake 的未来

欢迎来到《The Chopping Block》——加密货币内部人士 Haseeb Qureshi、Tom Schmidt、Tarun Chitra 和 Robert Leshner 在这里对加密货币的最新动态进行剖析。在本集中，工作人员深入探讨了以太坊的抢占危机以及来自 Solana 等高吞吐量链日益激烈的竞争。

This week on The Chopping Block, Haseeb, Tom, Tarun, and Robert discuss EigenLayer’s launch at a $6 billion valuation and its drama with Celestia over data availability performance. They also tackle the controversy surrounding Polychain’s sale of $82 million in Celestia staking rewards, which raises questions about VCs’ staking practices.

本周，Haseeb、Tom、Tarun 和 Robert 在 The Chopping Block 节目中讨论了 EigenLayer 以 60 亿美元的估值推出，以及它与 Celestia 在数据可用性性能方面的戏剧性事件。他们还解决了围绕 Polychain 出售 8200 万美元 Celestia 质押奖励的争议，这引发了人们对风险投资的质押做法的质疑。

Later, they delve into Ethereum’s homestaking crisis and its growing competition from faster, high-throughput chains like Solana. The crew explores how Ethereum’s focus on security could be challenged by these emerging chains.

随后，他们深入研究了以太坊的抢占危机以及来自 Solana 等更快、高吞吐量链的日益激烈的竞争。团队探讨了以太坊对安全性的关注如何受到这些新兴链的挑战。

Finally, they discuss how restaking in EigenLayer could boost Ethereum’s value and long-term sustainability by incentivizing more people to stake their ETH. They also touch on how staking rewards protect investors but can lead to ethical issues with inflation mechanics.

最后，他们讨论了 EigenLayer 中的重新质押如何通过激励更多人质押 ETH 来提高以太坊的价值和长期可持续性。他们还谈到了质押奖励如何保护投资者，但可能会导致通货膨胀机制的道德问题。

Show highlights

显示亮点

? Total Fees in DA: Data availability (DA) layers generate relatively low fees compared to other blockchain networks.

? DA 的总费用：与其他区块链网络相比，数据可用性（DA）层产生的费用相对较低。

? EigenLayer Token Launch: EigenLayer launched at a $6 billion valuation, sparking drama with Celestia over DA performance.

? EigenLayer 代币发布：EigenLayer 以 60 亿美元的估值推出，引发了 Celestia 与 DA 性能的戏剧性事件。

? VC Staking Practices: Polychain sold $82 million in Celestia staking rewards, raising ethical concerns about token vesting practices.

? VC 质押实践：Polychain 出售了 8200 万美元的 Celestia 质押奖励，引发了人们对代币归属实践的道德担忧。

? Ethereum Homestaking Debate: Ethereum’s focus on homestaking is being questioned as it faces competition from faster, high-throughput chains.

? 以太坊 Homestake 辩论：以太坊对 Homestake 的关注受到质疑，因为它面临来自更快、高吞吐量链的竞争。

? Ethereum vs. Solana: Ethereum is urged to take growing competition from Solana seriously to maintain its market dominance.

? 以太坊 vs. Solana：以太坊被敦促认真对待来自 Solana 日益激烈的竞争，以维持其市场主导地位。

? Restaking for Monetary Premium: Restaking in EigenLayer could significantly boost Ethereum’s value and long-term sustainability.

? 重新抵押以获得货币溢价：在 EigenLayer 中重新抵押可以显着提高以太坊的价值和长期可持续性。

? Staking Rewards and Inflation: Staking rewards protect investors but can lead to ethical issues with inflation mechanics.

? 质押奖励和通货膨胀：质押奖励可以保护投资者，但可能会导致通胀机制的道德问题。

? Scaling Ethereum: Critics suggest Ethereum should increase bandwidth and capital requirements to enhance scalability and performance.

? 扩展以太坊：批评者建议以太坊应该增加带宽和资本要求，以增强可扩展性和性能。

Hosts

主办方

⭐️Haseeb Qureshi, Managing Partner at Dragonfly

⭐️Haseeb Qureshi，蜻蜓管理合伙人

⭐️Tom Schmidt, General Partner at Dragonfly

⭐️Tom Schmidt，蜻蜓公司普通合伙人

⭐️Robert Leshner, CEO & Co-founder of Superstate

⭐️Robert Leshner，Superstate 首席执行官兼联合创始人

⭐️Tarun Chitra, Managing Partner at Robot Ventures

⭐️Tarun Chitra，Robot Ventures 执行合伙人

Disclosures

披露

Links

链接

Disclosures Related to Employee and Investor Staking by EigenLayer https://docs.eigenlayer.xyz/eigenlayer/information-and-transparency/disclosures

与 EigenLayer 员工和投资者质押相关的披露 https://docs.eigenlayer.xyz/eigenlayer/information-and-transparency/disclosures

“Polychain invested around $20mil in the Series A&B round of Celestia and have already sold over $82 million worth of $TIA just from staking rewards” by @gtx360ti

“Polychain 在 Celestia 的 A 轮和 B 轮融资中投资了约 2000 万美元，仅通过质押奖励就已经售出了价值超过 8200 万美元的 TIA”，@gtx360ti

“I think there’s a sane version of this where we recognize that 32 ETH is much more of a barrier than bandwidth reqs” by @VitalikButerin

“我认为有一个理智的版本，我们认识到 32 ETH 比带宽要求更像是一个障碍”作者：@VitalikButerin