Farcaster Pro「金铲子」首秀即回本,还有哪些空投在路上?

Odaily星球日报Published on 2025-05-29Last updated on 2025-05-29

Abstract

昨天花 120 美元订阅 Farcaster Pro,今天最高白捡 700 美元空投。

原文作者:KarenZ,Foresight News

本周,Farcaster 因其 Pro 订阅服务的限量版 NFT 和生态空投预期引发社区讨论。前 10, 000 名 Pro 订阅者可获得限量版 NFT,同时 PROCOIN 代币空投中前 500 名认领者的收益价值最高达到 700 美元,是订阅成本(120 美元)的 6 倍左右,这使得 Farcaster Pro 订阅在社区中被部分用户视为具有「金铲子」属性,形成「限量权益 + 潜在空投」的组合效应。社区中已有用户将 PROCOIN 与 Degen 进行类比讨论。

Farcaster Pro 订阅需要在移动应用中支付每年 120 USDC 或 12, 000 Warp 的费用。据 Dune 数据显示,在 Farcaster Pro 订阅数量超过 1 万名后新增订阅明显放缓,目前总计总订阅人数为 10, 894 。

除 PROCOIN 外,Farcaster Pro 用户(尤其前 1 万订阅者)还有哪些空投机会?Farcaster Pro 的未来发展路线图又将如何规划?

PROCOIN 空投总供应量的 50% 

北京时间 5 月 29 日,Farcaster 生态开发者 @mjc 716 宣布推出 PROCOIN 代币,并将此视为针对 Farcaster Pro 用户的社区主导治理代币。PROCOIN 定向空投给 Farcaster Pro 前 10, 000 名订阅用户。规则显示,代币转账功能将在 500 名用户领取后开放,领取方式为引用相关帖子并附文「Ratifying @procoin governance」。

关于代币经济学设计,PROCOIN 向 Farcaster Pro 前 10000 名订阅用户空投代币总量的 50% ,另外 50% 已存入 Uniswap V4。LP 收益将反哺订阅者,形成持续收益。此外,前 500 名代币申领者将获得约 5 倍的分配,后续申领者获得 42105 枚 PRO 代币。PRO 市值在今日 10: 00 左右最高涨至 350 万美元,截至撰文时市值回落至 200 万美元左右。这意味着,前 500 名代币申领者最高能卖出 700 美元以上。截止 12: 56 ,已有 6736 个 Farcaster Pro 用户认领代币。

关于代币效用,@mjc 716 将 PRO 代视为整个 Farcaster 社区治理和协调机制的开端。代币持有量最高的 75 名持有者将被任命为 Pro Councillors(Pro 理事)。Pro 理事将拥有在即将推出的 Procoin Forum mini-app 中发帖特权。Pro 理事名单将动态调整,依据代币买卖情况变化,未来可能引入委托机制。

10 K 将于 6 月 4 日向 Farcaster Pro 用户空投

链上短视频社交应用 10 K(原 Drakula)创始人 alexmasmej.eth 也表示将于 6 月 4 日重新上线 10 K Watch-to-Earn App(v2),并将对 Farcaster Pro 用户空投。

Drakula 最早部署在 Base 上,后面出走 Base,并在 5 月中旬更名 10 K 迁移至 Solana 生态。创始人 alexmasmej.eth 也在 10 K 上发布了 Watchcoin 代币。Watchcoin 在发布当日,市值一度升至 8000 万美元上方,之后一路下跌,当前市值在 800 万美元附近。

在 Farcaster 于 5 月 23 日新增支持 Solana 后,alexmasmej.eth 就表示将在 Solana 上进行有趣的空投,如今这一承诺即将兑现。10 K 还将对其经济模型进行升级以应对机器人挑战,改进的创作者币经济学包括:

1、设置毕业需要 1 万美元的硬性上限;

2、移除 24 小时计时器以防止市值膨胀;

3、观看赚取积分需要少量购买等。

领取观看奖励的费用约为 0.21 美元,不过 10 K 表示即将增加交易费补贴。预售模式也将从仅限申请开放给所有人。未来 10 K 还将支持连接 Farcaster。

值得一提的是,alexmasmej.eth 在 Farcaster 上发起讨论,询问社区是否支持将 10 K 更名为 Watchcoins,希望通过更名进一步明确项目的品牌定位,聚焦于与视频内容、代币激励或 watch-to-earn 相关的功能。

Farcaster Pro 路线图

Farcaster 创始人 Dan Romero 表示,「Farcaster Pro 是推动协议可持续发展的关键一步。单纯从投资者那里筹集大量资金然后消耗是不可持续的——这只是战术,而非战略。如果协议能收取用户愿意支付的年费,就能获得独立预算,用于支持对协议真正重要的事务,而不必依赖任何单一公司。」

Farcaster 的累计融资额达到 1.8 亿美元,去年 5 月份完成 1.5 亿美元融资,Paradigm 领投,a16z crypto、Haun、USV、Variant、Standard Crypto 等参投。

Dan Romero 称,「目前,Farcaster 采取了一种务实且追求效率的初步方案:由中心化方式收集费用、通过算法分配奖励。未来几周内,Pro 订阅将转为链上无许可模式。长期来看,理想情况下,Farcaster 希望将奖励机制升级为更接近比特币或以太坊的区块奖励模式——资金的收集与分配完全由协议层完成。」

Farcaster Pro 近期路线图如下:

a. 为 Farcaster Pro 上线链上合约 / 协议升级

b. 新增一项未公开的权益(未来一两天内推出)

c. 支持 10, 000 字符的长文 Casts

d. 每条 Cast 最多可附带 4 张图片

e. 支持赠送 Pro 订阅功能——可能支持按月赠送(如 $ 10/ 月)

Dan Romero 强调,未来 Farcaster 所有功能都将面向所有 Pro 订阅用户开放,无论是否拥有 NFT。Dan Romero 强调,Farcaster Pro 订阅不会增加用户的影响力、知名度或回报。

Farcaster Pro 订阅收入的目标是最大化协议收入——所有收入将用于奖励创作者和开发者。Farcaster 将在未来数月甚至全年内平衡奖励分配,避免奖励出现一次性大幅飙升。下周的奖励池将会增加,但不会增加 Pro 订阅收入的全部金额。

小结

Farcaster 正凭借其新的商业模式重新夺得社区关注,通过「订阅制 + mini app+ 钱包组件 + 多链支持」组合策略,探索去中心化社交的可持续发展路径。而 Farcaster Pro 的「金铲子」属性体现在三层面:

  • 前 1 万名订阅者的身份稀缺性:限量 NFT 锁定早期权益;

  • 生态回报:社区空投的高收益与治理权;

  • 推动协议可持续发展,埋伏未来 Farcaster 潜在空投,积累未来生态增值可能性。

Farcaster Pro 限量版 NFT 不是终点,而是生态红利的「触发按钮」,有望为用户带来更多的惊喜与收获。

除向 Farcaster Pro 用户的空投之外,Farcaster 生态项目在向生态用户空投。Farcaster 在 5 月 23 日在官宣新增支持 Solana 时表示,建议用户存入 10 美元 SOL 可提升参与 Solana 团队未来空投的机会。

据 Farcaster 团队成员、Bountycaster 创始人 Linda Xie 表示,circus.fun 也将向 Farcaster 用户进行空投。circus.fun 将推出 Circus Protocol,而其社交原生代币发行平台 Jestr 仍将保留其在 Circus Protocol 中的独立产品(JSTR 代币即将被 CIRCUS 代币取代)。Jestr 使创作者能够直接从 X 和 Farcaster 等平台部署 Solana 代币。circus.fun 表示,之后将与 Farcaster 深度集成,使用 mini apps、嵌入式钱包和社交图谱,使代币发行更加智能、更具情境性且更加实用,可帮助创作者启动、管理和发展他们的代币社区。circus.fun 目前支持通过在 Jestr 启动、购买和持有代币来赚取积分,以获得 CIRCUS 代币分配( 6 月 13 日结束)。

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