大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

Odaily星球日报Published on 2024-11-19Last updated on 2024-11-19

Abstract

同样的剧本上演两次,你还会买单吗?

原创 | Odaily星球日报(@OdailyChina

作者|Azuma(@azuma_eth

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

万万没想到,类似 neiro 和 NEIRO 的“大小写之战”还能上演第二弹。

Odaily 注:前传故事可参阅《Neiro 与 NEIRO 同上币安,Meme 币赛道迎来转折点?

今日,围绕着 eliza 和 ELIZA 的争议成为了市场上最具讨论度的话题,甚至连带影响了大热 AI 概念 meme 代币 ai16z 短线暴跌 ——GMGN 数据显示,ai16z 最低一度跌至 0.181 美元,截至 17: 30 左右暂报 0.269 美元, 24 小时跌幅 35.9% 。

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

Odaily星球日报将故事的来龙去脉梳理如下。

先不管代币大小写,所谓 Eliza(或 eliza 或 ELIZA,为了区分下文会添加 $ 符号),原本指的是一个由 ai16z 支持的 AI Agent。Eliza 对应的虚拟形象如下图所示,是一个以 ai16z 为主题的黑发橙衣女孩形象。

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

Eliza 起初并没有任何代币,伴随着 ai16z 的持续爆火,Eliza 的形象本身也具备了一定的 meme 属性。

小写 $eliza 先行

北京时间 11 月 17 日 4: 00 左右(以 GMGN 开盘数据为准),AI Agent 代币启动平台 vvaifu.fun 利用自动生成 AI 先行发布了小写版代币 $eliza,对此该团队的解释为“Shaw(ai16z 创始人)声称他从未打算创造 Eliza 代币,所以我们主动为社区做了这件事”。

从 $eliza 团队官方转载的动态来看,Shaw 确实曾在 11 月 10 日作出过类似表述,并曾表态欢迎社区推出代币 —— 虽然 Shaw 的原话是欢迎社区 launch Eliza the agent,但从后文紧跟着 CTO(Community Take Over,即社区接管)的表述来看,Shaw 应该指的是欢迎社区推出代币。

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

根据社区反映,为了回报 ai16z 的贡献,$eliza 还曾向 ai16z 空投 7% 的 $eliza 供应作为感谢。

$eliza 一经推出便受到了社区的热烈追捧,最高一度飙升至 0.0566 美元,对应市值约为 5600 万美元。

大写 $ELIZA 搅局

本来一切看起来都很正常,但到了 11 月 19 日下午却事态突变。

11 月 19 日 2: 00 左右,大写版 $ELIZA 突然问世并在 10 分钟内快速突破 2000 万美元市值;到了 2: 30 ,Shaw 于 X 直接贴出了 $ELIZA 的合约,明确表示 $ELIZA 才是 ai16z 参与发行的代币 —— 而此时 $ELIZA 的市值早已突破了 5000 万美元。

Shaw 的声明一出,$eliza 立即暴跌, 5 分钟内即从 0.026 美元左右快速跌至最低 0.007 美元,最大跌幅一度超过 70% 。

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

而与之相对,$ELIZA 则一路高涨,最高一度冲破 0.1 美元关口,对应市值突破 1 亿美元。

虽然 Shaw 提到会将 $ELIZA 供应量的 10% 空投给 $eliza 的持有者,但 $eliza 的持有者们显然并不买账,社区质疑 Shaw 力推新币的行为出尔反尔(此前已提到不会发币),损害了原本在 $eliza 上投入资金的 Eliza 簇拥的真实利益。

更为重要的是,由于 $ELIZA 早期上涨过快(在 Shaw 发声之前便已爆拉),基本没给社区留下什么盈利空间,这也加剧了社区的怒火,大量用户甚至开始声讨 Shaw 涉嫌阴谋控盘。

此外,社区还扒出 ai16z 的另一位合伙人 Logan 全天都在抛售 $eliza 并购入 $ELIZA,这也加剧了 $eliza 的跌势。

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

到底是“小写抢跑”还是“大写夺食”?

在“站台” $ELIZA 的动态中,Shaw 曾提到“过去两周一直在与合作团队筹划此次代币发布”,言下之意一或许是暗指 $ELIZA 的推出并不是见到了 $eliza 的成功后临时起意 ,二或许是在解释自己出尔反尔的行为,强调 $ELIZA 的推出另有其他合作团队执行。 

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

随着社区质疑的发酵,Shaw 又先后做了两场 space 并再次发布长文进行了回应。Shaw 在回应中提到,已与上述合作团队就推出代币筹备了两周,原本计划上周五发布,但临时改到了本周一,没想到周末突然出现了一个由不认识团队发行的 $eliza ……Shaw 甚至还直接将 $eliza 的出现称为“抢跑(frontran)”,并表示自己因筹备良久的项目被夺走而感到非常难过。

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

然而另一边,$eliza 团队却认为 Shaw 的行为是在“碗中夺食”。该团队在 X 多次发文回应表示,Shaw 的行为只是想要窃取 $eliza 的成果,想要把这一切都占为己有;空投给 $eliza 持有者 10% 的代币只是因为 Shaw 面子上不想太过难看……

大小写争议再起,eliza vs ELIZA比neiro vs NEIRO戏还多

社区争议不断,警惕三输局面

围绕着 $eliza 和 $ELIZA 的矛盾,社区正在争议不断。

当下的结果是,$eliza 已然腰斩再腰斩,ai16z 同样因此事的连带影响而大幅下跌,$ELIZA 虽然暂时仍维系着涨势,但该代币以及 Shaw 本人的声誉也遭遇了重挫。

目前,$eliza 的持有者们更希望将叙事引导向“社区力量大战阴谋集团”之上,复刻 neiro 逆袭 NEIRO 的故事,然而作为相似剧情的二次上演,社区难免对此会出现一定审美疲劳。

截至 19: 00 发文前,$eliza 虽已在低位逐渐企稳,但反弹趋势暂不明显,投资者仍需警惕叙事走弱的风险,DYOR。

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