空投前生态项目方跑路，zkSync成「rug链」？

Odaily星球日报Published on 2024-06-11Last updated on 2024-06-11

Abstract

链上世界的探索里不仅有「宝藏」，还有随时存在的黑暗风险。

「期待多年」的明星项目以太坊 L2 ZKsync 终于要发币了。今日，社区里到处都是用户分享的 ZKsync 空投代币数额，截至撰稿时，Whales 上盘前交易市场 ZK 暂报 0.9 美元。据报道，早期用户的空投份额为 36.75 亿个 ZK 代币，占总量的 17.5% 。

用户为了获得空投，少不了勤勤恳恳与 ZKsync 生态项目进行交互，但就在这个发币前几日的时间节点，却有项目方趁着主网升级卷款跑路，ZKsync 上的「rug 大军」又添一个。

用户筹款被锁，项目方「解套」跑路

这次 rug 的项目是 ZKsync 上的一个去中心化交易平台 GemSwap，其背后的团队名为 Gemholic。

空投前生态项目方跑路，zkSync成「rug链」？

去年，Gemholic 在 ZKsync上募集了 921 个 ETH。但由于当时ZKsync的 Era 网络与以太坊主网之间存在技术差异，而 Gemholic 在ZKsync上线时的募集方式却是直接复制了以太坊合约代码，由于未对ZKsync 架构差异进行充分测试，Gemholic 合约中的 transfer() 函数在 ZKsync上产生了超出 gas 限制的费用, 导致募集资金被动锁仓。

The Block 研究总监 Eden Au 注意到了这一问题并将其发表在推特上，「ZKsync上的一个项目通过代币销售筹集了 921 ETH（170 万美元），但资金永远被困在智能合约中。Transfer() 函数适用于以太坊和其他 EVM 链，但不适用于 ZKsync。」

空投前生态项目方跑路，zkSync成「rug链」？

当时，ZKsync 官方很快在这条动态下进行了回复。并在之后提出了应对方案，「在这种情况下，我们找到了一个优雅的解决方案，可以解决更广泛的与 gas 费相关的问题。它将需要对协议的 gas 非计量进行最小程度的改变，但允许完全收回资金。」

空投前生态项目方跑路，zkSync成「rug链」？

Gemholic 也很快做好了承诺姿态，其在官方推特账号上写道，「我们理解许多人已经失去信心，但我们仍然相信 ZKsync 团队可以把事情做好。我们需要每个人都信任我们。协议一确定，我们将启动营销活动和项目预发布。我们还将退还超额款项。」

空投前生态项目方跑路，zkSync成「rug链」？

不过现在这条推文只能在网页存档里查看了。在能够从 ZKsync 主网里提取资金后，Gemholic 注销了自己的推特账号。

时隔一年多之后，Gemholic 筹集的 921 个 ETH 的价值已经涨了三倍，达三百多万美元。6 月 7 日，ZKsync开始了主网升级，在 v24 版本中, ZKsync 增加了一项功能, 允许 transfer() 函数在未指定 gas 时正常调用, 以提高与以太坊的兼容性。

这一调整为 Gemholic 项目带来了机会，参与 Gemholic 筹款的用户本以为等到了回款之日，但没想到又见证了 ZKsync上的一个跑路项目。

社区发现，Gemholic 在 V2 升级次日从项目合约中提取了 921 ETH，并桥接到了以太坊主网。随后，社区流传的截图显示，Gemholic 的创始人 Solomon 删除了所有 TG 群组消息，Gemholic 官方推特账号也被删除。显而易见，项目方「解套」后卷款跑路了。

空投前生态项目方跑路，zkSync成「rug链」？

空投前生态项目方跑路，zkSync成「rug链」？

ZKsync 已有「Rug 链」标签？

这次事件引起了社区的愤怒，zkMarkets 的创始人 NSerec 直接在推特上发文，「今天，350 万美元被 Gemholic 窃取，该公司在整整一年的时间里一直虚假承诺向投资者退款，但在资金最终解锁后却实施了欺诈行为」。

实际上，ZKsync 上rug的项目不止 Gemholic，社区甚至吐槽 ZKsync为「rug 链」。

2023 年 4 月 13 日，ZKsync生态项目 SyncDex Finance 疑似发生 Rug Pull。据相关页面信息，用户在该项目总计质押超 100 枚 ETH 和 98,444.8 USDC，其官方社交平台和 Discord 频道在质疑扩散后均已关闭。

不到一个月后，ZKsync上一个名为 SHIBERA 的 meme 项目被指发生 Rug Pull。该项目官方推特账号注销, 在 SyncSwap 上的流动性池也已被抽离。在 rug 之前，SHIBERA 还曾宣布将进行空投。

令社区印象比较深的rug事件来自 ZKsync Era 上知名 DeFi 项目 Kannagi Finance，去年 7 月，该项目的 TVL 一夜之间从 213 万美元暴跌至仅剩 24 美元，其官方推特账户也很快注销。

空投前生态项目方跑路，zkSync成「rug链」？

就在两周前，ZKsync 生态借贷平台 xBank Finance 也疑似发生 Rug Pull。据悉, 该协议的 TVL(总锁仓价值) 已接近归零, 其官方推特账号也被冻结, 无法获取最新进展。此前 xBank Finance 一直是 ZKsync 生态中较为活跃的 DeFi 项目之一。

目前，ZKsync 团队尚未就用户资金恢复方案作出明确表态。这次 GemSwap 事件中，对于遭受损失的用户来说, 要挽回被转移的资金可能相当困难，在此前数次项目 rug 中，ZKsync 也没有专门采取过行之有效的行动。

此次 ZKsync 的空投被社区视为「大毛」，但这些 rug 项目也时刻提醒着加密社区用户，链上世界的探索里不仅有「宝藏」，还有随时存在的黑暗风险。

Trending Cryptos

ctr
CitreaCTR
wstusdt
wrapped stUSDTWSTUSDT
apr
aPrioriAPR
ctx
Cryptex FinanceCTX
audio
AudiusAUDIO
comp
CompoundCOMP
mantra
MantraMANTRA
waxl
AxelarWAXL
bill
Billions NetworkBILL
pyth
PYTH (Pyth)PYTH
rune
THORChainRUNE
brev
BrevisBREV
zrx
ZRX（0X）ZRX
cake
PancakeSwapCAKE
dos
DAPPOSDOS

Related Reads

Chip Giant with 700 Billion Market Cap Sees Soaring Inventory

"Chips Giant with 700 Billion Market Cap Sees Inventory Soar" In its 2026 first-half financial report, Cambricon, a leading Chinese AI chip design company, reported significant growth in both revenue and profit. Revenue reached 59.96 billion yuan, up 108.13% year-on-year, while net profit grew 122.61% to 23.11 billion yuan. However, a major point of investor focus was the sharp rise in the company's inventory, which surged 66.83% from the end of the previous year to 82.48 billion yuan. This inventory now represents 45.32% of its total assets. The increase is primarily attributed to a substantial growth in raw materials (up 77.95% to 52.78 billion yuan) and work-in-process with contract manufacturers (up 61.85% to 24.18 billion yuan). Cambricon management explained that the inventory build-up was due to increased purchases of raw materials and outsourced processing. The company acknowledged the risk of inventory impairment should market conditions change. Industry analysts noted that as a fabless chip designer, such inventory accumulation is a strategic move to secure wafer capacity. However, it carries significant risk due to the industry's rapid technological iteration. If downstream demand slows, the company could face substantial inventory write-downs. Additionally, Cambricon's prepayments soared nearly threefold to 29.14 billion yuan. Brokerage analyses interpret the concurrent rise in prepayments and inventory as a positive indicator, suggesting strong future order fulfillment and pointing towards significant revenue growth in the third quarter. Despite strong operational metrics, the company's cash and cash equivalents have shown a declining trend over the past three years, dropping to 6.26 billion yuan by mid-2026. Cambricon's stock price hit a historic high of 1,620 yuan per share in June, briefly pushing its market capitalization above one trillion yuan. As of August 13th, its share price was 1,105.5 yuan, with a total market cap of approximately 694.6 billion yuan.

marsbit12m ago

Chip Giant with 700 Billion Market Cap Sees Soaring Inventory

marsbit12m ago

Securitize's First Post-IPO Financial Report Disappoints, Has the 'Compliant Tokenization' Narrative Lost Its Luster?

Securitize, a leading tokenization platform, released its first quarterly earnings report since going public in July 2026, disappointing investors. Q2 2026 revenue was $14.43 million, down 5% year-over-year and 26% sequentially, missing analyst estimates. The net loss widened to $21.68 million. While tokenized assets under management grew 9% to a record $4.3 billion and platform trading volume surged 147% to $5.3 billion, total assets under administration fell 20% to $24.3 billion. The divergence between soaring volume and declining revenue raised concerns about its fee structure and business model viability. The report highlights Securitize's continued focus on regulatory compliance, including partnerships with major transfer agents and approvals from FINRA and Dubai's VARA. It also registered an investment advisor subsidiary with the SEC. However, tangible progress in its new tokenized public securities business was limited. Apart from tokenizing its own stock (SECZ) at its IPO, no other public company stock has been tokenized on its platform in over a month. Analysts note that SECZ's on-chain market value is misleading as it was issued to existing shareholders, not driven by secondary market demand. Post-earnings, Securitize's stock fell over 20%, bringing its total decline since its IPO to approximately 36%. The market reaction underscores investor concern over shrinking revenue and the slow pace of commercializing its tokenized equities narrative, shifting focus from regulatory milestones to real-market metrics like market share and user adoption.

marsbit15m ago

Securitize's First Post-IPO Financial Report Disappoints, Has the 'Compliant Tokenization' Narrative Lost Its Luster?

marsbit15m ago

Crypto Bear Market: Which Crypto Concept Stocks Are Institutional Giants Accumulating?

Despite a bearish crypto market, major institutional investors are increasing their positions in key crypto-related stocks, as revealed in recent 13F filings. European asset management giant Amundi significantly boosted its stake in MicroStrategy (MSTR) by 148%. Other institutions like Vanguard, State Street, and Capital Group also added to their MSTR holdings. While price performance has been weak, banks and public pension funds, including those from Michigan and Louisiana, are also expanding their exposure, signaling growing acceptance. In the mining sector, Bitmine (BMNR) saw inflows from passive index funds following its inclusion in the Russell index, with BlackRock as a major holder. For Circle (CRCL), active buyers included the Norwegian Sovereign Wealth Fund, the Swiss National Bank, and ARK Invest, which has been actively trading the stock. Regarding Coinbase (COIN), large positions from Vanguard and BlackRock are primarily passive, tied to index inclusions. ARK Invest engages in more active, tactical buying. Robinhood (HOOD) shows high institutional ownership (over 93%), with various pension funds making smaller, scattered additions. ARK Invest leads in active trading for stocks like Block (XYZ) and Bullish (BLSH), while traditional asset managers' moves are often passive. The trend indicates institutions are strategically accumulating sector leaders during the downturn, with conservative funds slowly adding crypto equities to their portfolios. However, due to the 45-day reporting lag, 13F data should be used for reference, not for direct copy-trading.

marsbit15m ago

Crypto Bear Market: Which Crypto Concept Stocks Are Institutional Giants Accumulating?

marsbit15m ago

Securitize's First Post-IPO Financial Report Bombshell: Is the 'Compliant Tokenization' Narrative Failing to Sell?

Securitize, a tokenization platform, released its first earnings report since going public in July 2026, revealing disappointing Q2 results. Revenue fell 5% year-over-year to $14.43 million, missing estimates, while the net loss widened significantly to $21.68 million. Despite achieving record tokenized assets under management of $4.3 billion and a 147% surge in platform trading volume, overall assets under administration declined by 20%. The company's stock (SECZ) dropped over 20% in after-hours trading following the report. The article highlights a key concern: Securitize's revenue declined despite substantial trading growth, suggesting either compressed fees or an unclear business model. While Securitize maintains its focus on regulatory compliance—securing key partnerships with entities like Computershare and NYSE, and obtaining an SEC investment advisor registration—its tangible progress in the new tokenized stock business has been slow. Apart from tokenizing its own stock (SECZ) upon listing, it has not launched other tokenized equities. Analysts note that SECZ's high on-chain market capitalization is misleading, as it resulted from a one-time distribution to shareholders rather than organic investor demand. The market's patience is waning as investors prioritize real business metrics like market share and user adoption over the "compliant tokenization" narrative. Securitize's market value has fallen 36% from its debut, reflecting growing concerns over its shrinking revenue and the delayed execution of its tokenized stock initiatives.

Odaily星球日报31m ago

Securitize's First Post-IPO Financial Report Bombshell: Is the 'Compliant Tokenization' Narrative Failing to Sell?

Odaily星球日报31m ago

Why Every Investor Needs to Pay Attention to the Federal Reserve

Why Every Investor Should Follow the Federal Reserve Key developments on August 12, 2026, demonstrate how crucial the Fed is. Following the CPI report that matched expectations, markets instantly repriced stocks, bonds, and currencies, adjusting the probability of a September Fed rate hike. The Federal Reserve controls the federal funds rate, the anchor for all borrowing costs. Its "dual mandate" is to maintain stable prices and maximum employment. The current policy rate is 3.50%-3.75% after a series of cuts from 2024-2025. Understanding Fed actions is vital for your portfolio: - **Rate Hikes:** Slow the economy to fight inflation. They pressure growth/tech stocks (due to higher discount rates) and lower bond prices but can initially benefit banks. - **Rate Cuts:** Stimulate the economy. They typically boost growth stocks and bond prices while lowering borrowing costs for consumers and businesses. - **Holding Steady:** Still impactful. Current restrictive policy, with positive real interest rates, continues to weigh on the economy. Market-moving signals now come more from economic data than official guidance. A key change is new Fed Chair Kevin Warsh, who has reduced forward guidance, making each data release (CPI, PCE, jobs reports, GDP) more critical for predicting Fed moves. In this environment, investors should track key reports, compare data to market expectations, and understand what is already "priced in." The focus now is on the September 15-16 FOMC meeting. The August CPI (due Sep 11) and jobs report (Sep 5) will be decisive. Ultimately, interest rates are a powerful, continuous force on all assets. Learning to interpret the data that drives Fed policy is an essential skill for navigating today's markets.

marsbit34m ago

Why Every Investor Needs to Pay Attention to the Federal Reserve

marsbit34m ago

Trading

Spot

Hot Articles

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 ETH (ETH) are presented below.

活动图片

Top Questions