a16z:为什么1亿美金投资 EigenLayer 并且是本轮唯一投资者

Web3动向Published on 2024-02-27Last updated on 2024-02-27

Abstract

2 月 22 日,据彭博社报道,Andreessen Horowitz(a16z)向加密初创公司 EigenLayer 投资 1 亿美元。创始人 Kannan 表示,在这轮融资中,a16z 是唯一的支持者。此前该公司在 3 月份的一轮融资中筹集了 5000 万美元。以下是彭博社报道的原文链接及中文翻译全文:

2 月 22 日,据彭博社报道,Andreessen Horowitz(a16z)向加密初创公司 EigenLayer 投资 1 亿美元。创始人 Kannan 表示,在这轮融资中,a16z 是唯一的支持者。此前该公司在 3 月份的一轮融资中筹集了 5000 万美元。以下是彭博社报道的原文链接及中文翻译全文:

https://www.bloomberg.com/news/articles/2024-02-22/andreessen-invests-100-million-in-crypto-startup-eigenlayer

风险投资公司 Andreessen Horowitz 向加密创业公司 EigenLayer 投资了 1 亿美元,这表明尽管加密风险资本融资急剧下降,一些行业顶尖支持者仍在对区块链进行投注。

EigenLayer 由之前在华盛顿大学担任副教授的 Sreeram Kannan 创立。该创业公司促进了一个称为“再质押”的过程,这一过程近几个月来获得了重大关注,它是基于运行以太坊的方法的一个变种,在这种方法中,代币被存入或“抵押”到网络中,以帮助验证区块链上的交易。再质押允许建立在以太坊之上的新项目利用区块链的安全性为自己的网络提供支持。

“这个想法是,当你在以太坊上质押时,你在承诺自己将正确运行以太坊网络节点,”Kannan 在一次采访中说。“通过再质押,你在使用相同的以太坊并作出额外承诺,即你也将正确验证其他网络。”

公司计划在周四宣布这项投资。Kannan 表示,Andreessen Horowitz 是此轮融资的唯一支持者。该创业公司在 3 月份由 Blockchain Capital 领投的融资轮中筹集了 5000 万美元。Kannan 拒绝提供公司当前的估值。

根据 PitchBook 的数据,Andreessen Horowitz 去年是加密风险资本融资的顶尖交易制造者之一。该公司在 2022 年筹集了创纪录的 45 亿美元加密基金,并仍在积极寻求在该领域的投资。普通合伙人 Ali Yahya 在一次采访中表示,EigenLayer 是加密行业中的一个重要参与者。

“它将使各种新类型的应用得以构建,”他说。“人们将抵押资本以获得从 EigenLayer 之上启动的新服务中获得的奖励。”

目前,EigenLayer 为使用其平台进行重质押的用户提供一个积分系统,但 Kannan 表示目前没有推出加密代币的计划。

“他们有许多实现盈利的途径,”Yahya 说。“这可能是一个更传统的商业模式,或者可能会有一个代币。”

质押过程已经引起了监管机构的审查,包括美国证券交易委员会主席 Gary Gensler,他警告加密公司,质押数字资产可能违反联邦证券法。

Kannan 表示,该公司实际上是为寻求再质押的人提供一个市场,而不是进行已经引起监管机构注意的实际质押过程。

“如果 Gary Gensler 了解我们正在构建的内容,他会非常喜欢我们,”他说。

以下为《a16z :我们为什么1亿美金投资 EigenLayer》的全文翻译:

撰文:Ali Yahya,a16z crypto 普通合伙人

很少有人既有远见卓识又具备潜力变革的能力。EigenLayer 创始人 Sreeram Kannan 不仅才华横溢,聪明绝顶,而且从根本上说,他的未来愿景清晰且引人入胜,以至于与他交谈时,这一愿景会瞬间变得真实起来。Sreeram 拥有我所称之为的普罗米修斯之火,他正在驱动新技术焕发生机,从而创造出一个全新的未来。

我第一次见到 Sreeram 是在 2019 年,当时他还是华盛顿大学的副教授,并开始了自己的创业之旅。Sreeram 给人留下了深刻的印象,从那时起,这些年来我们与他和他组建的世界级团队有很多交集。2022 年,Sreeram 在我们的夏季研究奖学金中发表了关于 EigenLayer 和 EigenDA 的启发性演讲,去年,他和 EigenLayer 协议研究负责人 Soubhik 在我们的博客上发表了对 Slashing 加密经济学的全面概述。

今天,我们宣布正在领投 EigenLayer 的 B 轮融资,并且很高兴与 Sreeram 和整个团队合作构建一个平台,在以太坊之上开启创新新维度。

背景

要充分理解 EigenLayer 的全貌,首先需要放大视野:我们可以从比特币开始说起。

比特币是第一个完全基于区块链技术构建的例子,其初衷是作为一种支付手段,但后来逐渐演变成更像是数字黄金的一种价值储存方式,尽管它的波动性非常大。

以太坊的天才之处在于通过将共识机制与建立在其之上的应用逻辑分离,解构了比特币这种单一应用的整体化方法。

以太坊使开发人员能够以智能合约的形式编写自己的应用程序,利用区块链的共享安全性(pooled security)和计算资源。

仅这一变化就为开放式创新释放了巨大的设计空间,而我们今天所熟知和喜爱的几乎所有内容都源于此。这意味着人们现在可以构建去中心化应用程序,而无需启动自己的区块链。

以太坊更高级的可编程性对于一系列应用来说是一个巨大的突破。但是,它并非没有限制。作为开发者,仍然有很多规定限制了你可以做和不能做的事情。

例如,你编写的代码必须与以太坊虚拟机(EVM)兼容,对于某些轻量级应用来说,EVM 仍然是一个很好的计算模型,因为它适用于以太坊的区块大小和 Gas 限制。但对于其他可能更复杂或需要特定功能的应用来说,EVM 可能并不适用。

在理想的世界中,作为开发者,你应该拥有几乎完全的自由。

如果需要的话,你应该能够使用任何指令集编写分布式服务的代码,拥有自己的共识机制、数据传播算法、区块时间和 Gas 限制,甚至可以根据自己的硬件要求为验证者(如 GPU 或可信执行环境)设置要求。

你可以在不必从头开始构建自己的区块链网络的情况下实现所有这些工作。相反,您可以构建在已经具备去中心化和安全验证者组的最安全可编程区块链上:以太坊。

进入 EigenLayer

EigenLayer 是以太坊上的一组智能合约,为原始的加密经济安全创建了一个双边市场:在需求方面,它允许创建者编写代码,有效地扩展了以太坊的功能。而在供应方面,参与以太坊共识的验证者(如果他们恰好具备能力和所需硬件)可以选择通过重新抵押 ETH 来运行这些分布式服务。总体而言,EigenLayer 是扩展以太坊能力的去中心化和市场化机制。

这个机制的意义深远。我们相信,通过进一步解构加密经济安全与 EVM 的关系,EigenLayer 有潜力在共识机制、新型虚拟机、去中心化预言机、bridges 和具备专用硬件的网络等技术上实现 100 倍的创新速度,就像以太坊通过引入智能合约在应用逻辑层面实现了 100 倍的创新速度一样。

我们非常兴奋与 Sreeram 和他的团队合作,帮助他们实现这一愿景。

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