Delphi Labs进军Cosmos铭文，对Cosmos Hub影响几何？

Odaily星球日报Publicado a 2024-01-19Actualizado a 2024-01-19

Resumen

铭文作为Cosmos生态新资产，为整个生态带来了更多潜在的应用场景。

原文作者：yyy（@y_cryptoanalyst）

编者按：作为 Asteroid Protocol 提出的首个 CFT 20 铭文，ROIDS 短短 24 小时内最高涨幅达到 11000 倍。尽管 Delphi 官推中强调 ROIDS 只是一个社会实验代币，但还是无法阻挡用户的 FOMO 情绪。加密研究员 yyy 在 X 平台发文对 Delphi Labs 进军 Cosmos 铭文的影响进行了探讨。Odaily星球日报整理如下：

Cosmos Hub 铭文 $ROIDS 24 小时最高涨 11000 倍的背后，是人性的贪婪，还是道德的沦丧，天网栏目为您揭秘Delphi Labs进军 Cosmos 铭文的背后，对 Cosmos Hub 的影响。

究竟是 Delphi saved the Hub 还是 Delphi destroyed the Hub? 故事还得从 1 天前 $ROIDS 的公平发射说起……

Delphi Labs进军Cosmos铭文，对Cosmos Hub影响几何？

$ROIDS 是 Asteroid Protocol 提出的首个 CFT 20 格式的铭文，CFT 20 全称为 Cosmos Fungible Tokens.

Asteroid 作为开源的铭文协议由 Delphi Labs 和 Astroport 联合孵化，Delphi 本身也是自带流量的 VC, 是 $AXS 经济模型的缔造者，也是重仓 Luna 的落难者。

Delphi 官推中明确强调 $ROIDS 只是一个社会实验代币，没有任何投资价值，但完全无法阻挡用户的 FOMO 情绪。

$ROIDS 在短短数个小时内完成 100% 铸造，代币总量 1 亿枚，每张 1000 枚，共计 10 万张。

Delphi Labs进军Cosmos铭文，对Cosmos Hub影响几何？

$ROIDS 的价格涨幅让人始料未及，短短 24 小时内最高涨幅达到 11000 倍。

单张 mint 价格为 0.00539 U, 最高单张 $ROIDS 价格突破 60 U，现在回落至 40 U-50 U 的区间。

$ROIDS 是基于 cosmos Hub 发行的铭文，在 fairmint 期间 Cosmos Hub 链上交易激增，平均区块 tx 数和最大区块 tx 数都高达平时的百倍。

Delphi Labs进军Cosmos铭文，对Cosmos Hub影响几何？

数据来源：https://flipsidecrypto.xyz/Kurama/2024-01-17-05-33-pm-qLcvvz…

链上 tx 的激增产生了大量的 gas 费收入，如下图所示。

Delphi Labs进军Cosmos铭文，对Cosmos Hub影响几何？

而链上 gas 手续费的捕获基本上分配给质押 $ATOM 的活跃验证者节点，小部分 2% 分配给社区池。

验证者节点又分为区块提议者和签名者，提议者可以获得额外 1% -5% 的 bonus 奖励。具体规则见文档链接，此处不赘述。

https://hub.cosmos.network/main/validators/validator-faq.html…

不可否认的一点是，验证者节点将受益于链上交易活跃带来的 gas 收入，是对 $ATOM 最直接的赋能，且有别于通胀赋能，不以 $ATOM 通胀作为代价。

虽然这部分收益很少，但的确是最直接、可持续的赋能方式。

权衡点在于： Cosmos Hub 作为专注于治理的链，为保证其绝对的安全性，Hub 一直遵循功能极简的理念，不支持智能合约场景。

而铭文的引入在一定程度上增加了 Cosmos Hub 的负荷和复杂性。

因此，这里出现了 $ATOM 直接赋能和 Cosmos Hub 潜在安全性的权衡。

我的观点是：Cosmos 铭文的引入利大于弊。除 gas 的直接捕获外，更重要的是铭文作为 Cosmos 生态新资产，为整个生态带来了更多潜在的应用场景。

Cosmos Hub 的铭文在 Cosmos 生态的正统性更强，更容易获得社区以及 Cosmos OG 们的认可。

借助于 IBC, Cosmos Hub 上的铭文资产可以便捷地跨链到 defi 应用链。如 $ROIDS 可跨链至 Osmosis²，组成 $ROIDS- $ATOM LP 对进行流动性挖矿，实现价值赋能的同时扩宽了 $ATOM 的应用场景。

写在最后

Cosmos Hub 一直给人的刻板印象是传统和古板，缺乏创新，Hub 太需要新东西了。而 Dephi 为 Hub 带来了铭文这种星星之火，希望可以燎原。

原文链接

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