Ore爆火的背后:挖矿收益接近关机价 V2表现不及V1

币界网Published on 2024-08-09Last updated on 2024-08-09

币界网报道:

作者:Arain,ChainCatcher 

Ore于8月6日恢复挖矿,成为本周Solana上备受瞩目的项目,在Web3数据资产平台上RootData的热度飙升。

7月29日,Ore 创始人Hardhat Chad发布了ORE v2 版本更新。根据Coingecko数据,Ore价格于7月30日中午刷新高,至1409美元/枚,24小时内涨近40%。

基于Ore V1在今年4月的表现——该项目当时带来的挖矿热度曾导致Solana的网络堵塞,迫使Solana进行技术升级,以及V2挖矿前市场的躁动,许多矿工将目光投注到该项目,并就V2开启后进行了挖矿。

或许是受到市场大面积暴跌的影响,与期望不符的是,Ore自8月6日恢复挖矿后价格便一路狂跌,截至发稿,其价格已经从最高点跌近九成,矿工纷纷在社区抱怨Ore处于关机价。

Ore V2 当前挖矿收益不乐观

Ore的匿名创始人Hardhat Chad称,Ore要成为“互联网原生货币”。与比特币类似,Ore采取工作量证明(PoW)算法,并且设置的供应总量也是2100万个。而与比特币不同的是,Ore是“非排他性的挖矿奖励机制”,通俗地说,千人千面,每个矿工解自己的“题目”,每个矿工手里的“题目”可能是不同的,每个矿工之间互相不是竞争关系。

从理念上来说,Ore对矿工的硬件设施和计算机知识水平没有要求,其官网宣称”任何笔记本电脑、手机或家用电脑都可以挖ORE。无需购买高级硬件,甚至软件小白也可开始挖矿”。

然而事实并非如此,据ChainCatcher采访,新入局计划采挖Ore的矿工们在部署上遇到了一点问题。

矿工小C在Ore V2开启挖矿后才研究挖矿,他表示,由于互联网上的教程过于零碎,他个人尝试部署,但一直不太成功,现已将教程文档转交给团队的技术人员进行研究。

王小楼是推特上的一个加密行业华语圈KOL,同时他还是KillerWhalesDAO虎鲸会创始成员,在成功使用个人电脑开采Ore后,他分享了自己挖矿的教程。

他向Chaincatcher表示,8月6日早上8:00他就开始参与了挖矿,但是没有一直挖,“不记得总共时间多久,现在Stake balance显示0.00458741627 ORE。”

王小楼指出Ore升级为V2,租赁服务器开采Ore行不通,用个人电脑可以尝试成功,不过,目前他个人的“M3”有点吃不消了——M3是苹果公司于2023年10月推出的世界首款基于3纳米技术的计算机芯片。

“现在挺难挖的,但是可以体验一下。”王小楼说。

小C则表示,王小楼的Ore挖矿经历让他重新考虑是否部署挖矿Ore这件事,“这是关机价了吧。我朋友刚才说他也就挖出了0.0004个,够电费而已。收益这么少,我可能暂不考虑挖了。”

但王小楼表示其还是会继续挖,“这是我对技术的一种追求”。

Chaincather还发现,抱怨Ore挖矿收益不高的声音充斥Ore社区,像王小楼这样“痛并快乐”的矿工不在少数,纷纷戏谑自己亏本挖矿。

ore为什么再度引人注目

“Ore2.0来了,当初的挖矿盛宴可是直接让sol整个链怠机,币价更是涨到了上万U。现在2.0直接用网页挖就可以,打开网页,链接钱包,需要一些gas,赶紧行动起来。”在Ore V2到来之际,推特上的KOL们呼吁着。

用户不断涌向高性能、低成本的Solana公链的今天,为公平代币分配而设计的新颖挖矿协议“Ore”出现了,这就好比是Solana上的一种比特币,一度掀起Solana上的挖矿热。

4月2日,ORE V1被部署到Solana,为将 SOL 存入智能合约的人提供了挖矿机会,从而共享每分钟1个ORE的协议奖励。

Ore的背后没有风险资本支持。Hardhat Chad称其作为一个实验性黑客马拉松项目启动,而该项目于五月初赢得了Solana基金支持的黑客松5万美元的奖金,后者认定Ore有可能是下一波对 Solana产生影响力的项目之一。

Ore确实影响了Solana。在4月中旬的时候,这一结论已经被市场验证过。许多人对Solana上的“比特币”产生了兴趣,加上每分钟1个ORE的高产出,Ore挖矿一度是Solana上使用率最高的行为。因为Ore V1算法较容易被玩弄,导致大量垃圾邮件出现堵塞了Solana网络,致使许多挖矿行为发起的交易失败——只有提交成功者,才能成功挖到Ore。

4月16日,Hardhat Chad宣布暂停挖矿,对Ore进行改进,将推出Ore V2。由此,Ore暂时在市场上安静下来。

7月底,Ore以Ore V2的形式重新面世,Ore V2是一种与V1完全不同的版本,这个版本分为三阶段:升级 v1 代币元数据、激活 v1 至 v2 升级以及激活挖矿。

Ore v2 版本更新包括:

  • 取消管理员变量:新版本通过改用开源算法管理,取消了管理员变量,这将提高系统的去中心化程度;

  • 供应量限制:Ore v2 设定了总供应量限制,为 2100 万枚,预计到 2064 年挖完;

  • 引入质押机制:矿工可以通过质押获得最高 2 倍的挖矿奖励;

  • CPU 友好型哈希函数:采用对 CPU 更为友好的哈希函数,使得挖矿过程对设备的要求降低,提高了挖矿的可访问性;

  • 优化反女巫攻击策略:通过优化策略,减少了女巫攻击的风险;

  • 客户端升级:未来将支持更多设备;

  • 智能合约可升级:智能合约初期可升级,后期将永久冻结;

  • 代币兑换:v1 代币可在 3 个月内 1:1 兑换新版 Ore,为旧版代币持有者提供了平滑过渡的机会。

需要注意的是,V2版本有两项重大更改:引入新的、更不可玩的挖矿算法 DrillX,是为了确保简单的手机和笔记本电脑矿工永远不会因为价格过高而无法挖矿;引入质押来提高挖矿奖励,促使创造需求下降,激励矿工持有而不是认领和出售以维持价格稳定。

但就目前Ore矿工社区的讨论情况来看,Ore V2没有V1版本收益那么吸引人,引入质押也没有产生矿工们想要的收益。

Ore的Discord中,@Bb849矿工对V2价格暴跌感到奇怪,他写道,“我不明白为什么价格会暴跌。实际上没有足够多的Ore可以倾销。我们(矿工们)可能已经创造了大约 4000个Ore,但是这4000多个都被质押了。”

@Junlerotg.xbt在底下回复Bb840称,有很多不知情买家在V2推出前超买Ore,当前行情下出现了亏损于是就开始抛售。这一结论获得了V2讨论区其他许多矿工的支持,有其他矿工指出,V1的持有者也有可能在这个过程中升级为V2并抛售,毕竟V1的挖矿成本更低——但这部分并不多。

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