2025加密政策决战前夜:比特币扩军、Solana造势,以太坊为何按兵不动?

marsbitPublished on 2025-04-15Last updated on 2025-04-15

以太坊始终是政策讨论的焦点,其顶级政治倡导者表示,这个网络并不需要在华盛顿特区进行额外"营销"。

当前华盛顿流行的一个说法是:2025年将成为加密政策史上最重要的年份。联邦机构正在飞速调整数字资产政策;基础性加密法案在国会两院加速推进;同时总统持续签署行业期盼多年的政策。

为此,全球主流公链的支持者纷纷在华盛顿设立专门机构,以把握这一关键机遇。年初,原本只有三名全职员工的比特币政策研究所不仅规模扩大三倍,还首次设立了实体办公室。本月早些时候,华盛顿两位顶级加密说客联手创建Solana政策研究所,引发轰动。

那么在这场喧嚣中,以太坊身在何处?

作为孕育去中心化应用和智能合约的霸主公链,以太坊无疑是加密领域最重要的参与者之一。但长期以来,该链领导层被认为更关注技术原则,而非争取民意支持这项虽不够崇高却至关重要的工作。

目前华盛顿没有活跃的以太坊品牌政策机构。你也很难在当地遇到任何自称在特朗普第二届政府期间专职为以太坊游说的说客。但被问及此事时,该链的重要政治盟友坚称现状无需改变。

"我们对以太坊的参与程度和质量没有丝毫焦虑或担忧,"Consensys全球监管事务总监Bill Hughes向Decrypt评价特朗普政府时期的现状。这位前特朗普政府官员(曾任职白宫和司法部)目前主要工作是协助Consensys应对各类监管障碍,但他也将广义上代表以太坊网络视为职责核心。

最近数周,Hughes已在白宫和SEC参加关于以太坊长期发展的会议。但他表示,在此类场合宣扬以太坊的成就纯属多余:"我们的政策工作不需要营销手段——或许其他项目需要。"

尽管Hughes对Solana政策研究所的成立表示欢迎("多多益善"),但他也将此举定性为营销行为——鉴于以太坊在政策讨论中"天然"占据主导地位,他认为该链永远不需要这类操作。他举例称,某次SEC关于加密质押的会议上,工作人员"完全围绕以太坊"展开讨论,致使一位Solana支持者不得不起身强调"Solana的做法略有不同"。

"Solana的MEV(矿工可提取价值)?从没人讨论过,"Hughes谈及华盛顿对去中心化网络中矿工和验证者额外收益行为的政策讨论时总结道,"只要MEV成为政策议题,讨论焦点必然是以太坊,仅此而已。"他补充说,质押ETP(旨在向投资者传递ETH、SOL等质押收益的华尔街交易产品)等相关政策讨论同样如此。

Solana政策研究所代表拒绝对本文置评。

以太坊资深开发者Danny Ryan(曾协调2022年合并升级)自豪地认为,该链游说策略因其去中心化特性而优于其他公链。"以太坊的优势在于拥有无数倡导者,"他告诉Decrypt,"这是真正的去中心化,而非完全中心化的运作。"Ryan将自己视为以太坊"大军"中的一员,上月他加入新组织Etherealize以简化网络与华尔街的关系,偶尔也会前往华盛顿参与政策讨论。

与Hughes类似,Ryan的全职工作并非代表以太坊在华盛顿的利益。这位开发者承认,在高度中心化的政经体系中,权力人物需要明确对接对象。"但这正是我们在努力构建的——成为能随时接听电话的连贯声音。"

今年早些时候,当以太坊基金会领导层因忽视公共关系招致不满时,Ryan曾被多人推举为执行董事理想人选——因其公认的游说能力和文化代表性。但最终他未获任命。相比其他基金会前高层,Ryan更愿意直言以太坊生态有时确实不擅营销,尽管这未必关乎存亡。

"真空确实存在,"Ryan承认。但这位开发者强调,他和其他去中心化倡导体系中的兼职贡献者的使命,正是"填补这个真空",从而塑造"更连贯的讨论和叙事"。

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566 Total ViewsPublished 2025.05.13Updated 2025.05.13

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