Renzo 通过“ezSOL”参与 Solana 的休息

液体质押协议 Renzo 以其在 EigenLayer 和 Symbiotic 等基于以太坊的项目上的工作而闻名，周三透露，它正在准备一种新的液体质押代币，专注于目前由开发商 Jito Labs 开发的以 Solana 为中心的再质押平台。

A new liquid staking token is in the works from Renzo, a protocol best known for its work on Ethereum-based restaking projects like EigenLayer and Symbiotic.

Renzo 正在开发一种新的流动质押代币，该协议因其在 EigenLayer 和 Symbiotic 等基于以太坊的重新质押项目上的工作而闻名。

The new token, called ezSOL, will offer holders exposure to Jito Labs’ yield-generating Solana infrastructure, a development effort that will see a new class of protocols and applications secured without having to spin up additional validator networks.

这种名为 ezSOL 的新代币将为持有者提供 Jito Labs 产生收益的 Solana 基础设施的机会，这项开发工作将在无需启动额外验证器网络的情况下确保新型协议和应用程序的安全。

Jito, a developer of infrastructure tools for Solana, has yet to launch its planned restaking effort on mainnet. But the mere prospect of this potentially lucrative greenfield is already attracting launch partners.

Solana 基础设施工具开发商 Jito 尚未在主网上启动其计划的重新抵押工作。但这一潜在利润丰厚的绿地的前景已经吸引了启动合作伙伴。

It’s a change of pace for one of the established players of EigenLayer’s pioneering restaking ecosystem. Renzo’s ezETH is among the Ethereum world’s biggest liquid restaking tokens: It takes users’ ETH or ETH liquid staking tokens and “restakes” them with certain blockchain apps to provide a measure of economic security, generating interest along the way.

对于 EigenLayer 开创性重新抵押生态系统的老牌参与者之一来说，这是一次步伐的变化。 Renzo 的 ezETH 是以太坊世界上最大的流动性重新抵押代币之一：它采用用户的 ETH 或 ETH 流动性抵押代币，并通过某些区块链应用程序“重新抵押”它们，以提供一定程度的经济安全性，并在此过程中产生利息。

The same general principles will apply in Jito’s upcoming restaking protocol, said Renzo founding contributor Lucas Kozinski, albeit with some different verbiage. EigenLayer refers to blockchain apps secured via restaking as “actively validated services,” or AVSs, whereas Jito calls them Node Consensus Networks (NCNs).

Renzo 的创始贡献者 Lucas Kozinski 表示，同样的一般原则也将适用于 Jito 即将推出的重新抵押协议，尽管措辞有所不同。 EigenLayer 将通过重新抵押保护的区块链应用程序称为“主动验证服务”或 AVS，而 Jito 将其称为节点共识网络（NCN）。

“We think that restaking is going to be the largest DeFi segment, similar to how liquid staking grew, and because of the complexities associated with restaking, I think everybody focuses on the token, but they don't realize how much infrastructure needs to be run to essentially be able to secure AVSs and in Jito’s cases, NCNs,” Kozinski said.

“我们认为重新质押将成为最大的 DeFi 领域，类似于流动性质押的增长方式，并且由于重新质押相关的复杂性，我认为每个人都关注代币，但他们没有意识到需要多少基础设施运行基本上能够保护 AVS，在 Jito 的情况下，能够保护 NCN，”Kozinski 说。

How Renzo ezSOL works

Renzo ezSOL 的工作原理

Renzo’s ezSOL will work in close proximity to Jito’s own staking token, jitoSOL. Solana users who deposit SOL into Renzo will get back the ezSOL token, Kozinski said. Behind the scenes, Renzo will stake that underlying SOL with Jito to get jitoSOL, where it MEV rewards and gains exposure to the native yield of the Solana blockchain. Renzo will then restake that jitoSOL with NCNs.

Renzo 的 ezSOL 将与 Jito 自己的质押代币 jitoSOL 紧密结合。 Kozinski 表示，将 SOL 存入 Renzo 的 Solana 用户将取回 ezSOL 代币。在幕后，Renzo 将把底层 SOL 与 Jito 进行质押以获得 jitoSOL，MEV 会在其中奖励并获得 Solana 区块链的原生收益。然后，Renzo 将使用 NCN 重新持有该 jitoSOL。

Despite some similarities between Renzo’s liquid restaking setups on Ethereum and, soon, Solana, getting it all going is far more complicated than simply plugging the old system into the new. Solana follows an entirely different architecture than Ethereum and its apps are written in a different coding language.

尽管 Renzo 在以太坊上的液体重新抵押设置与即将推出的 Solana 之间存在一些相似之处，但让这一切顺利进行比简单地将旧系统插入新系统要复杂得多。 Solana 遵循与以太坊完全不同的架构，其应用程序是用不同的编码语言编写的。

Kozinski said he has hired Rust engineers to build smart contracts for ezSOL. A press release said those smart contracts will relay the value generated by restaking into the price of ezSOL. If all goes according to plan, ezSOL will trade in tandem with but slightly higher than SOL, much like Jito’s staking token, jitoSOL does.

Kozinski 表示，他已聘请 Rust 工程师为 ezSOL 构建智能合约。一份新闻稿称，这些智能合约将把重新质押产生的价值传递到 ezSOL 的价格中。如果一切按计划进行，ezSOL 将与 SOL 同步交易，但略高于 SOL，就像 Jito 的质押代币 jitoSOL 一样。

Solana also has a different crypto culture than Ethereum. Its user base of crypto traders, stakers and borrowers crossover but hardly match up. Each chain has its share of partisans, some of whom believe this network or that is practically – sometimes even philosophically – superior to the other.

Solana 还拥有与以太坊不同的加密文化。其加密货币交易者、质押者和借款人的用户群交叉但几乎不匹配。每个链条都有自己的支持者，其中一些人相信这个网络或那个网络实际上（有时甚至在哲学上）优于另一个网络。

That dynamic helped doom other blockchain apps who tried to cross the cultural and technological chasm. Ethereum’s liquid staking leader Lido once tried to challenge Solana’s resident staking services and gain dominance on both chains. It failed and in February retreated.

这种动态导致了其他试图跨越文化和技术鸿沟的区块链应用程序的失败。以太坊的流动性质押领导者 Lido 曾试图挑战 Solana 的居民质押服务，并在两条链上获得主导地位。但它失败了，并于二月撤退。

That makes Renzo – a name brand only in the Ethereum restaking world – a somewhat unlikely candidate for success on Solana. It isn’t abandoning its Ethereum product, but it is betting expansion to another has more potential than staying put.

这使得 Renzo（仅在以太坊重新抵押世界中的知名品牌）成为 Solana 上成功的候选人。它并没有放弃其以太坊产品，但它押注扩展到另一个产品比原地踏步更有潜力。

Kozinski is nevertheless insistent that Renzo can make it work. He said his team is culturally similar to Jito’s and can align in ways that incentivize activity. He also pointed out that Renzo is not working alone. Its product feeds directly into Jito, one of the Solana’s most successful startups to date.

尽管如此，科津斯基坚持认为伦佐可以让它发挥作用。他说，他的团队在文化上与 Jito 的团队相似，可以通过激励活动的方式进行协调。他还指出伦佐并不是单独工作。其产品直接输入 Jito，这是 Solana 迄今为止最成功的初创公司之一。

“Ethereum users might be interested in using Solana. Solana users might be interested in using Ethereum. But the bigger play here is growing the Renzo user base and bring in that expertise that we've developed over the past year, building on top of EigenLayer,” he said.

“以太坊用户可能对使用 Solana 感兴趣。 Solana 用户可能对使用以太坊感兴趣。但这里更大的作用是扩大 Renzo 用户群，并引入我们在过去一年中在 EigenLayer 基础上开发的专业知识，”他说。

The text above is an excerpt from a piece published by Danny Nelson, a managing editor at CoinDesk, on March 22, 2024.

以上文字摘自 CoinDesk 执行编辑 Danny Nelson 于 2024 年 3 月 22 日发表的文章。