Sushi论坛最新贴子的背后,藏着自救的另一条路

Odaily星球日报Published on 2023-02-15Last updated on 2023-02-15

Abstract

币圈“南极人”上线,品牌知名度也是一种资产。

去年年底,Sushi 新任“主厨” Jared Grey 首次向外界披露了 Sushi 所面临的严峻财务状况。

以 Jared 为首的 Sushi 新一届团队成员现在的自救策略可以概括为两板斧:一是调整代币经济模型,提高 LPs 收益率,补充财库资金;二是调整产品规划,放弃 Kashi 和 MISO,主攻集中做市、聚合器、衍生品等等。

不过,在 Jared 最近在 Sushi 治理论坛发布的一篇贴子中,我们似乎看到了 Sushi 自救的另一条路。

2 月 12 日,Jared 于 Sushi 治理论坛发布了一篇关于新组织单位「Sushi Studios」的贴子。贴子的内容并不复杂,简单来说就是建议成立 Sushi Studios,该组织将永久获得使用 Sushi 品牌的免版税许可,并有权授予其他开发者使用 Sushi 品牌来创建新产品。

Jared 举了很多关于 Sushi Studios 的很多好处,包括帮助 Sushi DAO 进一步去中心化,创建一个更具包容性的生态系统等等,但这些都不是重点,Sushi Studios 的核心目的只有一个 —— 创建一种新的方式来扩容 Sushi 产品矩阵,该方式只需要利用 Sushi 的品牌,而无需 Sushi DAO Treasury 资金。

此前,Sushi 扩充产品矩阵的办法是通过 DAO Treasury 发放 Grants 资助来执行的,这一策略给 Sushi 带来了 Shoyu、Kashi、MISO 等产品。然而,Jared 认为这一办法客观上会限制创新能力,因为所有产品的出发点都是为了维护 Sushi 核心产品(DEX)……Jared 没说的另一点或许更为关键,现在的 Sushi 财务上捉襟见肘,这个办法可能行不通了。

因此,Jared 提议在资助之外找到一条新的扩充产品矩阵的路子,也就是贴子内提及的 Sushi Studios。

从 Jared 解释的商业模式来看,通过向外部开发团队授权 Sushi 的品牌,并在适当的情况下提供代币补助、股权分配、收入分享等补贴(总感觉听听就好),Sushi 社区反过来则可通过这些“套牌”项目获得众筹机会、空投收益、特殊代币效用等等好处。

这很难不让人想到靠着卖吊牌一年大赚几十亿的纺织品巨头“南极人”……对于如今深陷财务危机的 Sushi 来说,拿出真金白银来或许有些吃力,但这个牌子却是货真价实的圈内人尽皆知,这在另一种层面又何尝不是一种资产呢。

如果我们将调整代币经济模型以及调整(核心)产品规划视作 Sushi 在内部做文章,那么 Sushi Studios 及其品牌授权计划则可被视为 Sushi 寄希望于外部的一条自救路子。

毕竟,对于大多数项目来说,如何通过有效的市场营销打响自身品牌都会是一道难题,直接套用 Sushi 的牌子或许会帮助项目更好地完成冷启动,因此 Sushi Studios 的计划在需求端确实是存在市场的。

近期市场已逐渐走暖,但从二级市场(甚至只看 DeFi 板块)来看,SUSHI 的反弹力度却谈不上理想,可见市场对于 Sushi 当前的自救进度仍存在一定顾虑。对于 Jared 等团队成员来说,现在也顾不得面子上如何了,不管黑猫还是白猫,只要能抓住老鼠就行。

Trending Cryptos

Related Reads

After Three Consecutive Quarters of Decline, Can the Crypto Market Find a Window for Stabilization in Q3?

The cryptocurrency market has just concluded its worst-performing quarter since 2022, with total capitalization dropping 12.6% to $2.1 trillion. All core metrics indicate capital is leaving the sector, not just rotating within it. Bitcoin fell 14.2% and Ethereum dropped 25.4% in Q2, breaking their previous correlation with US tech stocks. A key driver is the reversal in US spot Bitcoin ETF flows, which saw a net outflow of approximately $4.67 billion in Q2, including a record monthly outflow near $4.5 billion in June. While recent data suggests long-term holders are accumulating again, sustained ETF outflows mean continued selling pressure. Market focus is now singularly on the Federal Reserve. The upcoming July FOMC meeting is seen as the most critical event for Q3. A dovish signal could support Bitcoin reclaiming a $68,000-$84,000 range, while a hawkish stance might establish a new trading band around $50,000-$56,000. Additionally, regulatory uncertainty persists, with the progress of the crucial *CLARITY Act* stalling in the Senate, reducing its perceived 2026 passage probability to 40-45%. Despite the broad downturn, a few sectors showed growth. Prediction markets saw nominal volume surge 48.7% year-over-year to $113.8 billion, and tokenized collectibles transaction volume rose 143% quarterly to $1.4 billion. The Real-World Asset (RWA) tokenization sector also continued steady growth, now representing ~$28.1 billion in on-chain value. The market's foundation for an extreme crash appears limited, with Bitcoin price hovering near its 200-week moving average. However, the trading paradigm has shifted from narrative-driven speculation to decisions based on price action, policy developments, and interest rate expectations, making a broad sentiment-driven rally unlikely in the near term.

marsbit6h ago

After Three Consecutive Quarters of Decline, Can the Crypto Market Find a Window for Stabilization in Q3?

marsbit6h ago

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

**Crypto & Stock Market Wrap: Bitcoin Tests Resistance, Stocks Retreat After AI Surge** Bitcoin consolidates around $66,000, facing key resistance near $68,000—an area seen as a major psychological and technical hurdle where previous rallies have failed. Analysts note the cryptocurrency is caught between its 200-week moving average (~$63,333) and 200-week EMA (~$68,328). A clear break above $68k is needed to signal a stronger bullish trend, while a rejection could lead to a retest of $63k support. Market sentiment remains cautious, with low futures open interest pointing to a low-liquidity rebound rather than a full bull market. Bitcoin spot ETFs saw another $203 million inflow. US stock futures pointed lower after a strong Tuesday session led by a massive rebound in semiconductors and memory stocks. The rally was fueled by renewed optimism about AI-driven hardware demand, with Micron, SanDisk, and SK Hynix surging. However, those gains reversed in pre-market trading. Super Micro Computer (SMCI) soared over 20% after hours on strong guidance and a record backlog. Other standouts included Rocket Lab and nuclear energy plays Oklo and X-Energy. Rising oil prices (Brent above $91) and climbing Treasury yields (10-year near 4.64%), however, are reigniting inflation concerns and acting as a headwind for equities. In Asia, markets were mixed. South Korea's KOSPI pared early gains to close slightly higher as semiconductor stocks like SK Hynix gave back initial surges. Japan's Nikkei edged lower as the yen hit a fresh 38-year low against the dollar, raising fears of potential market intervention. Key events to watch include the Samsung Galaxy launch, AMD's AI event, and a slew of major tech earnings from Alphabet, Tesla, and IBM after the close on Wednesday, followed by the ECB meeting and Intel's earnings on Thursday.

marsbit6h ago

BIT Trading Moment: BTC Still Suppressed by Weekly 200 EMA, Rejection May Restart Decline; Storage and Semiconductors that Surged Last Night Begin Falling in Evening Trading

marsbit6h ago

Former CFTC Chairman, Circle President Tarbert: Preaching Long-Termism While Cashing Out $30 Million Himself

Former CFTC Chairman and Circle President Heath Tarbert has consistently advocated for a long-term vision in public, urging patience from investors as Circle’s stock price has fallen significantly from its peak. However, it has been revealed that since Circle’s IPO, Tarbert has continuously sold his CRCL shares through pre-arranged trading plans, cashing out approximately $30 million, without making any public market purchases. This contrast between his public messaging and personal actions has drawn criticism. Tarbert joined Circle in July 2023 as Chief Legal Officer, leveraging his regulatory experience to help guide the company through its IPO and expansion. Despite promoting stablecoins as long-term infrastructure, he established a 10b5-1 trading plan just before Circle went public, leading to substantial stock sales over the following year. In March 2026, he initiated another plan to sell more shares. His career trajectory highlights a pattern of moving between high-level regulatory roles and influential positions in the financial sector. After resigning as CFTC Chairman in early 2021, he joined Citadel Securities as Chief Legal Officer just 27 days later, during a period of intense regulatory scrutiny for the firm. He later joined Circle, aiding its efforts to navigate regulatory challenges for its public listing. While Tarbert's expertise in policy and compliance is valuable to companies like Circle, his actions—advocating long-term confidence while personally divesting—raise questions about the alignment between his public statements and his private financial decisions, leaving investors who followed his advice to bear the market risks.

marsbit6h ago

Former CFTC Chairman, Circle President Tarbert: Preaching Long-Termism While Cashing Out $30 Million Himself

marsbit6h ago

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

The article titled "Gate Research Institute: Are Crypto Financial Products Sparking a 'Wall Street' Wave—Competition or Convergence?" explores the evolving relationship between the crypto ecosystem and traditional finance (TradFi). The piece begins by reflecting on Bitcoin's original 2009 vision of decentralization, disintermediation, and moving away from banks. It then contrasts this with the 2024 landscape, where key crypto assets like Bitcoin are increasingly held through Wall Street products like ETFs issued by giants like BlackRock. The article questions whether this signifies that TradFi is systematically taking over the rights to issue, price, custody, and distribute crypto financial assets. The core argument is that this is not a zero-sum takeover but rather a bidirectional convergence where each side addresses the other's weaknesses. Crypto offers 24/7 global markets, programmable settlement, and open access but lacks compliant channels, institutional-grade custody, deep fiat liquidity, and mainstream distribution. TradFi possesses these but is constrained by legacy systems, limited operating hours, and slow settlement. Two primary convergence paths are highlighted: * **Path A (CEX to TradFi):** Exemplified by Gate, which has progressed from offering tokenized stocks and CFDs to providing direct, real stock trading (US, Hong Kong, South Korea) within its platform, using USDT. * **Path B (TradFi to Crypto):** Exemplified by Robinhood, which has integrated crypto trading, acquired exchanges like Bitstamp, and is moving traditional assets like stocks onto the blockchain via tokenization and its own Layer 2. Both paths are ultimately competing to become the next-generation, unified financial account—a "super account" where users can seamlessly trade cryptocurrencies, stocks, ETFs, RWA (Real World Assets), and tokenized treasury products in one interface. The growth of RWA and tokenized treasuries (e.g., BlackRock's BUIDL) is presented as the asset-layer fusion, providing stable, yield-bearing assets on-chain and acting as a bridge between the two worlds. In conclusion, the "Wall Street-ization" of crypto is framed as a mutual transformation. Decentralized ideals persist in the protocol layer, while at the application layer, a more efficient, global, and accessible unified capital market is emerging from this convergence. The future competition lies not between crypto exchanges and stockbrokers, but between platforms vying to offer the most comprehensive asset coverage, liquidity, and user experience within a single account.

marsbit6h ago

Gate Research Institute: The 'Wall Street-ization' Wave of Crypto Financial Products – Competition or Integration?

marsbit6h ago

Trading

Spot

Hot Articles

How to Buy SUSHI

Welcome to HTX.com! We've made purchasing Sushi (SUSHI) simple and convenient. Follow our step-by-step guide to embark on your crypto journey.Step 1: Create Your HTX AccountUse your email or phone number to sign up for a free account on HTX. Experience a hassle-free registration journey and unlock all features.Get My AccountStep 2: Go to Buy Crypto and Choose Your Payment MethodCredit/Debit Card: Use your Visa or Mastercard to buy Sushi (SUSHI) instantly.Balance: Use funds from your HTX account balance to trade seamlessly.Third Parties: We've added popular payment methods such as Google Pay and Apple Pay to enhance convenience.P2P: Trade directly with other users on HTX.Over-the-Counter (OTC): We offer tailor-made services and competitive exchange rates for traders.Step 3: Store Your Sushi (SUSHI)After purchasing your Sushi (SUSHI), store it in your HTX account. Alternatively, you can send it elsewhere via blockchain transfer or use it to trade other cryptocurrencies.Step 4: Trade Sushi (SUSHI)Easily trade Sushi (SUSHI) on HTX's spot market. Simply access your account, select your trading pair, execute your trades, and monitor in real-time. We offer a user-friendly experience for both beginners and seasoned traders.

2.6k Total ViewsPublished 2024.03.29Updated 2026.06.02

How to Buy SUSHI

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of SUSHI (SUSHI) are presented below.

活动图片