以太坊基金会首次公开裁员:一场迟到的自我修正

Odaily星球日报Published on 2025-06-03Last updated on 2025-06-03

Abstract

面对外界对技术方向模糊、协作效率低下及治理中心化质疑的日益加剧,以太坊基金会正经历一场深层次的组织重组。

原文作者:Nancy,PANews

面对外界对技术方向模糊、协作效率低下及治理中心化质疑的日益加剧,以太坊基金会(EF)正经历一场深层次的组织重组。

研发团队更名重组,战略调整引发争议

6 月 2 日,以太坊基金会宣布重组其研究与开发团队,对内部“协议研究与开发团队(PR&D)”进行重大架构调整,并正式更名为“Protocol”。此次重构被认为并非简单的组织架构调整,而是一次从战略目标、人才配置到治理理念的系统性变革。

新组建的“Protocol”团队将围绕扩展主网(L1)、扩展数据可用性(blobs)和改善用户体验(UX)三大战略目标展开,以建立更紧密的协作机制、明确的资源分配方式。

以太坊基金会明确指出,新组建的 Protocol 团队将三大战略目标展开,并设立每个战略方向的负责人,即 Tim Beiko 和 Ansgar Dietrichs 负责L1扩展,Alex Stokes 和 Francesco D'Amato 负责 blob 扩展,而 Barnabé Monnot 和 Josh Rudolf 则负责提升用户体验。他们将得到著名研究员及密码学家 Dankrad Feist 的支持。Feist 是以太坊新分片方案"danksharding"的命名者,曾因与以太坊再质押协议 EigenLayer 的顾问关系获得大量代币而引发争议,之后辞去了顾问职务。

以太坊基金会首次公开裁员:一场迟到的自我修正

以太坊基金会重组前组织架构 来源:网络

同时,基金会还表示,部分研发成员将不再继续留任。虽然官方并未披露具体裁员名单,从 PR&D 重组变化来看,大约十余名研发人员离开,且部门职责分工更加细化且明确。EF 鼓励其他生态项目吸纳这些这批具有经验的人才,并宣布招募新成员,重点岗位包括用户体验负责人与性能工程负责人。

以太坊基金会表示,这次重组将加快研究成果向产品化的转化节奏,并以更高标准推进以太坊的可扩展性与用户友好性。

“我们希望这一全新的组织结构,能够让内部团队更加专注,并推动关键计划向前发展。与此同时,我们也不得不做出一些非常艰难的决定。告别那些才华横溢、兢兢业业的同事令人心碎。这一决定并不代表他们的价值或贡献被忽视。”以太坊基金会联合执行董事 Hsiao-Wei Weng 发文表示。

然而,以太坊基金会的重组也引发了核心开发者及业内的激烈反响。“就在这一刻,‘去中心化’这个词悄然且永久地从以太坊的路线图中被移除了。”以太坊核心开发人员 Peter Szilagyi 发文表示,伟大的公司早已明白,他们最宝贵的资产是人——是团队成员。谷歌甚至在其入职手册中明确指出:开发者优先于用户,后者随处可见。那些无法理解这一点的组织,终将走向边缘化。是的,这就是潜台词。

Multicoin Capital 联创 Kyle Samani 也对以太坊基金会的战略调整提出质疑,他指出,“专注”的定义通常意味着减少而非增加,尤其是强调目标之间不应存在冲突。当从第三个目标(即L1、L2网络扩展,提高用户体验)的角度考虑时,第一个目标(即裁员)与第二个目标(即明确职责分工)存在矛盾。

a16z crypto 政策主管兼总法律顾问 Miles Jennings 近期发文则指出,加密行业需要超越非营利基金会模式,因为其已不再适应当前需求。他认为,基金会虽在早期为规避监管、促进去中心化发挥作用,但如今却因激励不对齐、法律与经济限制及运营低效等问题,演变为中心化控制的守门人,背离初衷。随着美国国会提出基于控制的成熟度监管框架,加密行业迎来摆脱基金会的契机。普通开发公司结构相较基金会更优,能够高效部署资本、通过股权激励吸引顶尖人才,并借助市场反馈实现快速响应和持续增长。Jennings 强调,公司通过市场纪律和明确财务指标(如收入、利润率)实现与代币持有者的激励对齐,而基金会因缺乏问责制和盈利驱动,难以优化资源分配,且员工激励受限于代币价格波动,难以为继。公共利益公司、网络收入分享、里程碑式代币锁定期和合同保护现有工具,可解决公司与代币持有者间的潜在不对齐。此外,DUNA 和 BORGs 两种新兴方案提供了实施这些解决方案的简化途径,同时消除了基金会结构的繁琐和不透明。加密的下一时代将建立在可规模化的系统上——具有真实激励、真实问责和真实去中心化的系统。

推进内部组织重构,一场迟到的自我修正

以太坊基金会这场组织重构并非突如其来,而是多年累积的结构性矛盾与外部批评的集中爆发。

过去,外界批评基金会过度沉迷于长期研究,忽视用户与开发者的短期需求,同时对其中心化的治理结构质疑不断。比如,前以太坊基金会工程师 Hari 今年曾直言不讳地指出,以太坊及其虚拟机(EVM)缺乏清晰且具凝聚力的技术愿景,研发进展缓慢。如果不进行果断变革,未来可能陷入僵化。他建议减少对纯研究的依赖,转向产品导向的交付节奏。

类似的呼声也来自以太坊的早期成员 Anthony DOnofrio,他批评 EF 在结构上是一个“中心化的去中心化组织”,设有执行董事、财务部门和付费开发者圈层,这种结构虽然在协调上有效,却悖离了去中心化的理想,他呼吁未来的以太坊不仅需要技术研究,更需要理解其社会与政治影响的“有远见的领导者”。

Aave 创始人 Stani Kulechov 也在之前发推文建议 EF 改革预算与运营架构,解雇不尽责成员,以能力为基础分配资源。他强调,以太坊基金会应该是一个精简而高效的组织。

身为以太坊最具象征意义的灵魂人物,联合创始人 Vitalik Buterin 在以太坊基金会的角色也长期存在争议。比如,今年 2 月,社区成员 Ameen Soleimani 甚至发起的一项投票,探讨 Vitalik 在以太坊生态中是扮演“国王”(治理决策者)还是“先知”(价值引领者)的角色,其中 80.1% 的投票者认为他更接近后者。对此,Vitalik 回应称,“关于拥有 EF 董事会 5 个席位中的 3 个的说法从 2017 年起就不再是事实了,从那时起我就只有 3 个席位中的 1 个。”

面对批评与结构性挑战,以太坊基金会也在今年初启动了多项内部改革举措。早在 1 月,Vitalik 就公开宣布对基金会的领导模式进行变革,旨在提升技术专业性,并加强与开发者之间的沟通。据 Dragonfly 管理合伙人 Haseeb Qureshi 之后透露,当时 EF 领导层已逐步打破“非我所创”的闭门造车心态,展现出对外部思想的更大包容与开放。

2 月,原以太坊基金会执行董事 Aya Miyaguchi 晋升为主席。Aya 一直倡导“减法哲学”,主张基金会应避免成为高度集中的权力机构,推动权力下放和社区主导的去中心化发展,并将以太坊比喻为“无限花园”,鼓励开放、无许可的创新生态,强调长期可持续性而非短期利益。然而,她的理想主义风格也引发一些争议,有人质疑其过于抽象、缺乏执行力。而 Aya 在转任主席后,她主要负责推动战略合作及维护关系,将减少具体事务的直接参与职位变化,这也一度被社区解读为“明升暗降”。

此外,以太坊基金会也启动了对 AI 与治理结合的探索,聘请 Devansh Mehta 担任 AI×公共产品治理负责人,并继续强化技术骨干力量,任命 Hsiao-Wei Wang 和 Tomasz Stańczak 为联合执行董事,他们分别是以太坊信标链的关键贡献者和 Nethermind 执行客户端创始人。

高层调整频繁的同时,以太坊基金会的核心成员也在持续流失。 比如,今年 1 月,以太坊核心开发者 Eric Conner 在社交平台发文宣布退出以太坊基金会,并指出 EF 存在不透明、与社区脱节及抵制变革等问题,认为基金会削减 80% 预算仍能正常运行;以太坊基金会研究员 Danny Ryan 也在为基金会做出贡献七年后于 2024 年宣布退出,在 Aya 任命前夕,他在一项非正式社区调查中被视为最受支持的潜在领导人,反映出社区对实干型技术人才的强烈期望。而前文提到的 Peter Szilagyi 是以太坊核心客户端 Geth 的维护者,亦于去年 11 月宣布暂时离开,结束近十年的以太坊生涯。他曾坦言,“以太坊正在迷失方向。”

可以说,这场基金会组织变革,既是迟来的自我修正,也是对未来可持续治理模式的实验。然而,如何平衡理想主义与执行效率、技术研发与生态协调、去中心化愿景与现实治理,将是 EF 乃至整个以太坊生态下一阶段的长期命题。

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