MegaETH 联创 Shuyao：以太坊的“一万年太久”，我们只争朝夕｜对话 RootData List 上榜项目

链捕手Published on 2024-12-20Last updated on 2024-12-20

采访：Mensh, ChainCatcher

嘉宾：Shuyao，MegaETH 联合创始人

作者：Mensh, ChainCatcher

 

编者按：在曼谷 Devcon 期间，Web3 资产数据平台 RootData 联合 ChainCatcher 举办的「DeInsight 2024」年度峰会上，正式发布了《RootData：2024 年 Web3 行业发展研究报告与年度榜单》（点击链接查看完整报告和榜单）。

该报告详细分析和解读了 2024 年 Web3 创业投资市场的发展特点，并重磅发布了 RootData List 2024。该榜单是由 RootData 继 2023 年首次发布后推出的第二期年度评选，其榜单结果正在被更多创业者、投资人、LP 与泛 Crypto 爱好者所关注。

RootData List 2024 涵盖了五项榜单，具体为：Top50 项目（已完成 TGE）、Top50 项目（未进行 TGE）、Crypto VC Top 50 投资机构、Top10 天使投资人、Top20 最佳 CEO。

ChainCatcher 将发布系列文章，对话 RootData List 2024上榜项目和机构，寻找穿越牛熊的建设者并跟踪 Web3 最新趋势。

今日对话的上榜项目 MegaETH 入选了 RootData List 2024 年度榜单 「 Top50 项目（Pre-TGE）」。

 

12 月13 日，实时区块链 MegaETH 的开发者 Mega Labs 在著名的天使投资平台 Echo 上融资 1000 万美元，份额在 50 秒内被抢光。

作为第一个以太坊“实时"区块链，MegaETH 在今年 6 月获得了 Vitalik Buterin、Joseph Lubin、Sreeram Kannan 等一众圈内大佬和知名 VC 如 Dragonfly、Figment Capital、Robot Ventures、Big Brain Holdings 的投资。而这次 MegaETH 放弃了以更高估值从 VC 手里融资的机会。MegaETH 联创 Shuyao 向ChainCatcher 透露，新一轮融资保持和6月融资同样的上亿美元估值，旨在将投资的窗口平等地开放给每一个社区参与者。

不按套路出牌，是 MegaETH 的一贯作风。当以太坊社区在 Zuzalu 大谈长寿和 AI，为一万年后规划的时候，Shuyao 发现眼下却没人解决最紧急的问题，即缺乏一条足够快足够便宜的链。MegaETH 选择做反英雄（Anti-hero），把以太坊从一万年的梦里面揪出来的，只争朝夕。

最务实的理想耕耘者

Shuyao 很早就发现了以太坊的危机。一方面，她看到 Solana 上面的用户和交易数据都十分可观，另一方面，作为 ConsenSys 的全球业务开发主管还在为 Linea 寻找开发者的她不断收到开发者的吐槽。她发现已有的以太坊 Layer2 解决方案在技术上虽然特别性感，但是实际上给用户的体验没有提高。以太坊缺乏一条特别快、特别便宜的链。

这个节点上，Shuyao 遇到了后来的合伙人李一龙和杨磊。李一龙是斯坦福大学计算机科学的博士，专攻低延迟数据中心计算，即让执行环境加速。杨磊是麻省理工学院计算机科学的博士，研究去中心化系统，能够让一个特别快的执行层跟以太坊共识层无缝衔接。三人一拍即合，决定做一条在性能上能王炸的区块链，于是 MegaETH 诞生了。在以太坊社区仍在遥想 2050 年人类的长寿问题时，MegaETH 选择成为那个务实的另类。为了用中心化排序器提速，MegaETH 重写了数据结构。

Shuyao 认为，所谓 Layer2，功能就是扩容，不想去承受安全和共识的责任，如果做了很多的排序器，相当于做了 Layer1 的事情。2021 年．Vitalik 在一篇名为《Endgame》的博客中提出了 Rollup 的理想路线图：中心化的区块生产+去中心化的区块验证，在实现有效扩容的同时保证抗审查性。如今相比于众多在欺诈证明（Fraud Proof）上做文章的 Optimistic Rollup 和 Zero-knowledge Rollup，使用中心化排序器硬件扩容的MegaETH似乎才是最接近这个架构的 Layer2。从性能来看，MegaETH 也确实是最接近实时处理的链。

据 Shuyao 描述，一笔交易被执行所需要的时间，Solana 是 400 毫秒， Arbitrum是 265 毫秒，MegaETH 能够做到 10 毫秒，并且马上就会变成 1 毫秒。低延迟性能给用户体验带来极大的不同，比如说 DeFi，可以做套利，可以使用不同的策略；从游戏的角度来讲，用户可以玩各种不同的实时性的游戏，没有延迟。

目前 MegaETH 的测试网正在筹备，预计 2025 年年初上线。目前链上生态已有近 20 个项目孵化，这些项目都对链的性能有着极高要求，比如去中心化 VPN Hop Network、去中心化交易平台 GTE、游戏直播平台 Pump Party 等。Shuyao 表示，MegaETH 招募的开发者都是精挑细选出来的。一是要有 mass adoption 的野心，专注做新的应用场景，二是应用的特殊性才更能凸显 MegaETH 高性能的技术优势。

Shuyao 说：“我不是去给他们（项目方）卖一条链，我是给他们去卖一个梦想。这个梦想是，他们会成为非常成功的创业者，会做一个 protocol，一定会上 10 亿美金。”她还自豪地提到，相比 MegaETH，其生态上的项目融了近 2300 万美元，应该是第一个链上项目比链融的钱还多的链。

永远社区第一，真正的赛博朋克

12 月 13 日，Mega Labs 在 Echo 上获得 1000 万美元融资，这是 Echo 自 4 月份推出测试版以来最大的一笔融资。据 The Block 报导，本轮融资吸引了来自 94 个国家的约 3200 名投资者，每位投资者的平均支票金额为 3140 美元。开放申购期间，Echo 平台和交易所使用的 Base 链几乎瘫痪。

说到选择从 Echo 融资而没有找 VC 的原因，Shuyao 解释，MegaETH 永远是“社区第一”。“之前那种从 VC 融高轮，然后去就卖给散户的模式已经过了。那种旧模式让韭菜在 Discord 里面天天苦力劳动，我觉得非常不公平。对社区最公平的方式，就是直接来当我的投资人，不管你是一个鲸鱼还是小虾米也好，价格就这么低，我给每个人同样的 allocation，几千美金，你过来买就好。我觉得这是最赛博朋克的地方。VC 给我一个大的 term sheet（投资意向书） 对于我来说没有什么额外的价值，对我来说更有价值的一定是我的用户。”她表示，未来可能还会以特别 Crypto native方法让社区早期参与进来。

在 The Block 的报道中，Shuyao 强调， Hyperliquid 最近在没有风险资本参与的情况下成功推出了代币，这证明了社区驱动型项目的需求在日益增长。区块链的未来在于去中心化和公平所有权。MegaETH 致力于确保社区的真正参与，遵循以太坊的脚步，优先考虑社区所有权。

世界计算机，反英雄的英雄梦

在 Shuyao 的 Decrypt 个人专栏首页有一段非常有趣的自我介绍——

她是北京人，去美国史密斯学院读书，因为抵触美国梦的标准化人设，毕业后选择去西非的尼日利亚工作两年。在那里，她看到了国家的贫穷和腐败，见证了政府不作为的货币和金融政策，发现贫穷原来是人为的。也是在那里，她第一次接触到有人用比特币做非洲与欧洲间的转账。

2015 年，她从非洲来到了中东，在 IBM 做金融咨询，后来赶上 2017 年 ICO。在非洲的经历和对颠覆传统金融的相信让她决定进入币圈，并成为了 Consensys 的创始员工，BD 一做就是 6 年多。她提到：“ 2017 年的时候，有一个 MEME 特别让我有感触，就是世界计算机，我当时觉得，如果以太坊就是世界计算机，那岂不是每个人都是乔布斯？这个想法非常伟大。因为个人计算机只能够让你自己变得更强，但是世界计算机解决了人和人之间协调的问题。“

如今她已不再是那个对“颠覆传统金融”这个叙事上头的行业新人，相反，她会在博客里反问，为什么很难想象一个加密货币真正让世界变得更好的世界？世界的运转已经非常到位，crypto 能带来什么？

Shuyao 的回答是："原来很多东西其实是上不了链的。很多 builder 做的游戏或者社交产品，因为链不够强，所以很多东西还是在数据库存。为什么 MegaETH 是非常革命性的一个产品？当你的链足够强的时候，当你什么东西都上链的时候，你发现了它可以让你 uncover  一个新的市场。这是世界计算机的伟大之处，原来你的数据是放在不同的数据库里面，他们之间都不是相通的。但如果我们打通了，比如，去美团上订了什么吃的和你去小红书上看了什么东西等都打通的时候，你可以发掘新的 Efficiency 和新的 Insight。原来都是大家问你什么东西应该上链，我们希望将问题变为你能上链为什么不上链？所以我觉得这个能够打开大家对这个应用场景的一部分新的天地。"

从链到操作系统，将好产品带给用户

说到未来的路线图，Shuyao 表示：“我们其实从来不把自己当做一个做链的公司，我们其实是在做一个操作系统，有链和操作系统上的一些API infrastructure 项目，去帮助开发者更好的开发，获取流量的前端，链是我们的第一步。之后是会围绕链做生态或者产品方面的拓展。“据介绍，MegaETH 的团队非常 Crypto-native，每个人都是 Web3 产品的资深用户。

结语

Shuyao 认为，世界计算机让" small people do big things，像你我，我是一名创业者，你是一名讲故事的人，世界计算机让我们获得了观众，每个人都可以去发现新大陆。"而 MegaETH 现在所做的也正是向这个方向更进一步。

 

注释：

Zuzalu，一个由以太坊联合创始人 Vitalik Buterin 构思的实验性“流动城市社区“。 2023 年3 月 25 日至 5 月 23 日，社区汇聚一堂在 Zuzalu深入探讨长生不老、公共物品、零知识证明、人工智能，以及网络国家等议题。

Echo，天使投资平台，由著名的加密货币交易员 Jorden Fish（人称“ Cobie ”）创立。

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