读懂Metis上首个LSD协议Enki:创世空投计划开启

Odaily星球日报Published on 2024-02-06Last updated on 2024-02-06

Abstract

多与Enki协议交互是获取本次空投代币最直接的方式。

在代币价格经历了最高 600% 的涨幅过后,因去中心化排序器概念大热的L2 项目 Metis 生态当前依然受到关注。

据官方最新发布的公告,一月中开启的 Metis 社区测试活动,在空投预期的刺激下,过去不到三周的时间里,已经有超过 10 万个人在活动中冲刺了 3 亿多积分,累计交互超过了 300 万笔。

读懂Metis上首个LSD协议Enki:创世空投计划开启

与 Metis 项目本身同样值得受关注的,是部署在 Metis 上的生态项目。粗略统计,Metis 上几个已发币的主流生态项目,代币价格在 Metis 的上涨中最高涨幅基本达到了 5 到 10 倍,因此,新的未发币项目值得埋伏关注。 

其中获得较多流量关注的是 Metis 上首个 LSD 协议 Enki,其即将发行其代币并将在 24 年迎来关键发展阶段。

Enki 的创世空投计划

根据 Enki 官方介绍,Enki 发行的代币(ENKI)总量为 1000 万个,初始分配如下:

  • 10% —— 市场、合作伙伴及早期社区支持者

  • 10% —— 协议流动性支持

  • 80% —— 未来挖矿激励及市场活动

为充分发挥 ENKI 代币在产品生态中的功能作用,提高早期支持者的参与度,同时给予相应的激励,Enki 团队即将于 2 月上旬(具体日期待定)开启名为“Fantasy”的创世空投计划,释放 100 万个 ENKI(10% )作为本次计划的奖励。

整个创世空投计划将分为两个阶段进行。

第一阶段为测试网阶段,分配的代币数量为 25 万个,具体如下:

  • 25000 个 —— 社区参与及 Trivia 任务

  • 25000 个 —— 参与测试网活动

  • 100000 个 —— 测试网 Bug Bounty 及市场营销合作

  • 100000 个 —— 社区忠实伙伴空投

第二阶段为正式网阶段,分配的代币数量为 75 万个,具体如下:

  • 200000 个 —— METIS 质押奖励

  • 400000 个 —— 邀请奖励

  • 150000 个 —— 流动性奖励

根据 Enki 官网,ENKI 的发行没有团队预留,没有私募份额,每个阶段的代币释放都是公平发射,因此对于想要从 Enki 中获得 Alpha 收益的用户,这次创世空投计划值得关注。

Fantasy 空投计划将从测试网持续到 Enki 正式部署到 Metis 主网,尽管许多细节还未公布,但还是可以看出在这个过程中,多与 Enki 协议的交互是获取本次空投代币最直接的方式,如果还有余力,可以在社区中保持活跃,增加未来空投奖励分配时的权重。

Enki 是什么?

Metis 最重要的叙事是它的去中心化 PoS 排序池,也就是一个个由排序器节点组成的池子,这些节点通过质押 METIS 形成。Metis 通过这种多排序器的形式,让整个网络更加去中心化和稳定,并且让用户有机会享受到排序器的收益。

然而用户想要成为排序器节点并不简单,一个最基础的条件是质押 20000 个 METIS 代币,这是一个一般用户难以达到的门槛,节点的竞选还有白名单审核,因此对于普通用户来说,Enki 就是他们参与排序器节点最好的方式。

Enki 是 Metis 上的一个 LSD 协议,并且是一个已经得到官方认可的排序器节点,目的是让普通用户都能够轻松便捷地参与到排序器节点的质押中,并获得质押带来的收益。

可以将 Enki 当作一个用户众筹的排序器节点,Enki 收集用户的 METIS 质押进节点,根据质押权重向用户发放质押奖励和节点收益。这种方式没有门槛,不管你是质押 1 个还是 1 万个 METIS,只要参与了,就可获取相应的收益。

用户如何通过 Enki 赚取收益?

对于用户来说,想要参与排序器节点并不需要理解复杂的技术原理和操作,只需要通过 Enki 进行简单的质押操作就能获得被动收益。

用户进入 Enki 之后,第一步需要先将 METIS 代币质押,转化为 eMETIS(这里对应空投计划中的质押奖励部分),然后将 eMETIS 再次进行质押,转化为 seMETIS ,获得 seMETIS 之后,用户就可以静静地等待收益了。

根据 Enki 的规则,用户在领取收益(eMETIS)时,其中 70% 立即到账,剩余 30% 会转入到 eMetis Vesting 合约内,用户如果想要继续领取这部分的收益,则需要质押相应数量的 ENKI 代币,这也是 ENKI 代币除了治理之外的另一个效用 —— 收益放大器。

另外,用户在将 METIS 转化成为 eMETIS 之后,除了上面的操作之外,还可以与 METIS 代币配对,在 Netswap 等 Metis 生态 DEX 中进行流动性挖矿(这里对应空投计划中流动性奖励部分)。

也就是 Enki 为用户质押获得的 eMETIS 设计了两种收益路径:

(1)再次质押获得 seMETIS ,收取 seMETIS 的质押(节点)收益

(2)为 eMETIS/METIS 交易对提供流动性,收取 LP 收益

Enki 的设计参考了另一个 LSD 项目 Frax Fiannce 的双币模型,理论上讲,选择二次质押和选择提供流动性的用户,会因为收益率的差异逐步形成动态的套利平衡,从而将两个不同选择的收益率保持在同一区间。

这样一来既能保证 Enki 这个排序器节点有足够的质押量,又能满足 eMETIS 在市场上的流动性需求,发挥 DeFi 乐高的灵活性和可组合性,为兼容生态内的更多协议提供可能。

Enki 对于 Metis 生态的重要性

去中心化排序器作为 Metis 最核心的组成部分,可以预见 Metis 接下来的主要工作(包括正在进行中的社区测试)都是围绕这个来展开的,而实现去中心化排序器池的方式,就是让用户通过质押 METIS 成为排序器节点,共同维护 Metis 网络的运行。

而 Enki 在这里面对 Metis 生态的重要性可以用一个正向飞轮来表示。

Enki 降低了用户参与排序器节点的门槛,因此能够吸引更多用户参与质押;随着更多用户参与质押,METIS  代币被大量锁定,从供需角度看,市场供应减少将带来代币价格的上升;代币价格上升意味着 Enki 质押收益的提升,更多投资者可能会长期锁定他们的代币以获得稳定的收益,进一步减少市场上的流动供应,从而实现一个价值的正向飞轮。

对于 Enki 来说,参与协议的用户越多,对于其代币 ENKI 的需求(收益放大器)也就越高,价格自然也水涨船高。

所以 Metis 和 Enki 存在共生关系,Metis 官推在最近也发布了一条推文表示“LSD 将是 Metis DeFi 生态的基石”。

读懂Metis上首个LSD协议Enki:创世空投计划开启

另外从 Enki 目前释出的消息来看(流动性支持和挖矿激励信息未公布),在未来很长一段时间里,创世空投计划的这 100 万个(10% )会是市场全部的流通量,用户想要获得 ENKI 代币,只能通过创世计划获取。

这种限制性的发行策略将进一步加剧市场对 ENKI 代币的需求,随着 Enki 生态的发展和用户基础的扩大,对 ENKI 代币的需求预计将持续增加,对 ENKI 价格有所助益。

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