收益远低于预期，一文复盘Friend.Tech空投事件

Odaily星球日报Published on 2024-05-06Last updated on 2024-05-06

Abstract

空投收益远低预期，且分配过于“集中”，空投最大接收者快速清仓，因故障问题，部分用户的空投一度无法领取。

原文编译：Felix, PANews

基于 Base 的去中心化社交平台 Friend.Tech 成为五一假期间的热点话题， 5 月 3 日，其推出了V2版本，同时还空投了原生代币 FRIEND。宣布空投后，本将上演一场为项目带来一波热度与好感的空投盛宴，但却引发加密社区一众嘲讽。DexScreener 数据显示，FRIEND 上线后暴跌近 98% ，一度从 169 美元左右急速下跌至 3.26 美元附近，另据 CMC 数据，上线后最低跌至 0.8 美元，随后攀升，目前暂报 2.53 美元。本文带你回顾 Friend.Tech 空投事件的来龙去脉。

空投收益远低预期，且分配过于“集中”

FRIEND 上线空投后，一些分析师对分配机制进行了批评，声称创作者相比散户投资者获得了更多的代币分配。加密分析平台 DYOR 的创始人 Hitesh Malviya 表示，此次分配是一次“集中空投”。

“大多数用户获得的空投比他们预期的少 10 倍，因此他们甚至没有领取空投，因为对于大多数散户投资者来说，空投的金额还不到 200 美元。与此同时，很少有人最终获利颇丰，所以这是一个非常集中的空投案例。”

空投最大接收者快速清仓，部分用户甚至无法领取

Friend.Tech 上最大的空投接收者在空投后几小时内就售出了所有代币，引发了对市场的担忧。区块链数据显示，最大的鲸鱼“Murphys 1 d”在空投上线几个小时后，售出了超过 5.5 万枚 FRIEND 代币，导致价格最初下跌约 50% 。巨鲸的抛售引发市场恐慌性抛售，引起进一步下跌。

在此期间，一些用户抱怨 API 出现故障，导致无法在价格下跌时领取代币。加密交易员 Luke Martin 在 X 平台表示：“我不断刷新页面试图领取，眼看着我的空投的价值在 2 小时内从 7 位数降到了 5 位数，但无法领取”。

研究人员0x Cygaar指出，流量激增导致 Friend.Tech 的后端超载，而且显然没有采取任何扩展措施。 用于检查用户资格的证明也出现故障，甚至出现了一些通过浏览器 BaseScan 手动从合约中领取空投的教程。

即使是那些成功领取代币的人也颇有怨言，其价格在不到四个小时内从 2.78 美元跌至 1.49 美元，暴跌了 46% 。社区认为，FRIEND 除了在 BunnySwap 上交易外不可转移，开发人员仅增加 0.01 美元的流动性是其价格如此迅速下跌的主要因素。

Club 功能也遭质疑

Friend.Tech 最初于 2023 年 8 月推出，仅提供奖励积分系统的邀请服务，V2版本引入了 Money Club、新积分系统等新功能。Money Club 将为用户提供专属的金融讨论和交流空间，而新的积分系统则是为了奖励用户在平台上的贡献和互动。

但 Club 功能也受到了一些用户的批评。一方面为了给 Club 功能引流，在空投设计中，每个用户只有 10% 的空投可直接领取，获得全额空投需要加入“Money Club”，以及在v2上关注 10 位用户。而软件也有一些 bug，如有用户报告新创建的 Club 没有显示。此外，Friend.Tech 也不忘默默恰饭，以太坊投资者@eric.eth指出，Friend.Tech v2在应用程序中集成了自己的交易所（RabbitRouter + BunnySwap），收取 1.5% 的交易费。

Dune数据显示，自 5 月 4 日发布V2以来，Club 数已达 112, 346 个，总交易额达 16, 899, 404 FRIEND，Club 费用达 252, 651 FRIEND。

收益远低于预期，一文复盘Friend.Tech空投事件

值得一提的是，尽管 Friend.Tech 代币上线后表现“不佳”，但仍有巨鲸盈利。据 Lookonchain 5 月 5 日监测，FRIEND 前 5 大买家已累计浮盈 289 万美元。

此外，据 The Data Nerd监测， 3 天前，一位聪明的投资者0x A 26 花费了 118 万美元，以平均入场费 1.61 美元累积了 73.2 万枚 FRIEND，目前未实现利润约为 80.7 万美元。

尽管存在争议，Friend.Tech 目前仍是Web3社交媒体领域的重要参与者，至于未来能否继续引领 SocialFi 新浪潮，一起拭目以待。

原文编译

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