IDO 近 300 倍!揭秘 SatoshiVM 代码背后的大 BOSS

foresightnewsPublicado a 2024-01-20Actualizado a 2024-01-20

Resumen

没有团队可以在两周内开发一个使用 ZK 技术的全新比特币 Layer2,那么藏在身后的究竟是谁?

没有团队可以在两周内开发一个使用 ZK 技术的全新比特币 Layer2,那么藏在身后的究竟是谁?


撰文:0xBoboShanti

编译:Peng SUN,Foresight News


昨日,比特币 Layer2 项目 SatoshiVM 在去中心化拍卖平台 Bounce Brand 上完成 IDO,并公布代币经济学。SAVM 总供应量 2100 万枚,IDO 价格为 0.05 USDT,上线涨近 300 倍,最高接近 15 USDT,再次令无数人拍断大腿。


正如 BoboShanti 所言,SatoshiVM 集齐了当下所有的热点:比特币、Rollup、ZK、Taproot、Layer2。那么,SatoshiVM 的背后究竟是谁?今天的这篇文章将为大家揭秘隐藏在 SatoshiVM 背后的大 BOSS。


首先,通过 SatoshiVM 的 Github 可知,该项目第一次提交代码是在 2024 年 1 月 5 日,代码贡献者共有 4 位,包括 satoshidev1、PTOnece、0xlagoon 和 tb1p。satoshidev1 的 Github 账号是两周前创建的,其他人则是 5 天前。


SatoshiVM 在 Github 上存储库也很少,目前仅有白皮书、黄皮书、Blockscout fork、SatoshiVM 网站以及跨链桥和空投合约几个分类,后两个库还是空的。


但真相肯定不止于此,即使是最优秀的开发者,也无法在两周内开发一个使用 ZK 技术的全新比特币 Layer2 Rollup。




我又扒了扒 Sepolia 测试网,发现了一个未经验证的合约。这可能是一个跨链桥合约,允许将测试网 SAVM 从 Sepolia 跨链至 SatoshiVM 测试网,反之亦然。


通过 Dedaub 对合约进行反编译,可以发现一些特殊的签名和函数名,最有趣的是多次提到「anchor」。「receiveFromAnchor」并不是一个常见的函数名。



然后,我尝试寻找是否有其他合约也使用了「receiveFromAnchor」,最终发现 Bool Network 开发了一个名为 TokenBridge.sol 的 AMT 跨链桥合约。这个合约使用了相同的函数名和事件,而 SatoshiVM 的版本似乎就是这一合约的直接实现。


Bool Network 是一个于 2020 年末成立的去中心化签名协议,团队一直在研究比特币 Layer2 解决方案,2022 年曾发表过一篇学术论文 Bool Network: An Open, Distributed, Secure Cross-Chain Notary Platform





当我看到 Bool Network 浏览器之后,就已经确认 SatoshiVM 所使用的是 Bool Network。需要注意的是,Bool Network 支持 SatoshiVM 测试网,并且自 2024 年 1 月 5 日以来一直支持 SatoshiVM 开发网,而大多数人知道 SatoshiVM 这个项目要晚得多。


Bool Network 浏览器也有 SatoshiVM 开发网和测试网 logo,如果不是 Bool Network 团队自己添加,这些 logo 是根本不可能出现的。


因此,可以这么说,SatoshiVM 团队和 Bool Network 团队是直接相关的。



再进一步看,在不深入研究技术细节的情况下,每个跨链桥都需要在各自的链上部署一个「Anchor」合约,而这是通过与每条链上的「AnchorFactory」合约交互来部署的。Sepolia 和 SatoshiVM 测试网上的 Anchor 合约都是通过 0x66feD255e376c5E5495384A8aBc01a1AA65aFE8a 部署的。


如果我们再看一下 Bool Network 的文档,可以发现该团队于 2023 年 5 月就已经在 Sepolia 测试网上线了 AnchorFactory 合约地址。


那么,是谁部署了 AnchorFactory?答案也已浮出水面,就是与部署 SatoshiVM Anchor 合约的 0x66feD255e376c5E5495384A8aBc01a1AA65aFE8a 地址。


很显然,SatoshiVM 跟 Bool Network 是同一个团队。 但很奇怪,SatoshiVM 完全没有提到 Bool Network。






值得注意的是,Bool Network 还没发币,其 3% 的 BOOL 代币将空投给社区,10% 的代币将空投给测试网用户。但考虑到分配情况,说不定绝大部分 BOOL 会直接分配给 SatoshiVM,毕竟 SatoshiVM 是 Bool Network 的主要开发工作之一。


Lecturas Relacionadas

A Guide to Grayscale’s ‘Bottom Fishing’: Using Cash Flow to Assess Cryptocurrency Value

**Title:** Grayscale's Guide to Bottom-Fishing: Valuing Cryptoassets Using Cash Flows **Summary:** This report by Grayscale Research presents a fundamental valuation framework for cryptocurrency assets, moving beyond pure speculation to analyze those with underlying cash flows. It distinguishes between "commodity-like" assets (e.g., Bitcoin) and "cash-flow" assets, primarily within DeFi. Using the leading decentralized lending protocol Aave as a case study, the analysis applies traditional financial methodologies like Discounted Cash Flow (DCF) and Price-to-Earnings (P/E) multiples. Key findings indicate that AAVE tokens are currently undervalued. Despite recent challenges, the protocol's strong revenue growth, ~50% net profit margin, and diversified treasury support a fundamental valuation range of $80-$100 per token (compared to a ~$75 market price at the time of writing). In a base-case scenario driven by stablecoin adoption and regulatory clarity, the fair value could rise to around $175 within a year. The report emphasizes that protocol success does not automatically translate to token value. It critically examines the "value capture" mechanisms—such as buybacks, burns, and staking rewards—that channel protocol profits to token holders. Furthermore, it addresses the legal and governance complexities of Decentralized Autonomous Organizations (DAOs), noting their difference from traditional corporate equity but highlighting how robust, transparent governance can align protocol economics with holder interests. The conclusion is that the crypto market is maturing, with capital increasingly flowing towards projects with demonstrable fundamentals, real adoption, and disciplined capital allocation, creating opportunities for value-based investors.

marsbitHace 46 min(s)

A Guide to Grayscale’s ‘Bottom Fishing’: Using Cash Flow to Assess Cryptocurrency Value

marsbitHace 46 min(s)

After semiconductors lead the gains, are funds buying into AI orders or a macroeconomic rebound?

After US-Iran talks led to a temporary ceasefire and framework for reopening the strategic Strait of Hormuz, U.S. stocks rose on June 18, with the Nasdaq gaining 1.9%. The semiconductor and AI hardware sectors outperformed. This rally stemmed primarily from reduced geopolitical risk, which lowered oil prices and inflation expectations, easing discount rate pressure on high-valuation growth stocks like tech. The key question is not whether tech rebounded, but the nature of the rebound. The market appears to be selectively repricing AI infrastructure plays rather than broadly chasing AI narratives. Gains were concentrated in chips, optical interconnects, memory, and domestic manufacturing—segments tied to tangible data center build-outs and capital expenditure. Intel's ~10% surge, fueled by a Trump statement about potential Apple collaboration, exemplifies this mixed dynamic. It reflects policy catalysts and domestic manufacturing sentiment more than confirmed fundamentals. Meanwhile, strong earnings from companies like Astera Labs (revenue up 93% YoY) provided concrete evidence of AI-driven demand in hardware. In essence, the rally represents a risk-premium recalibration. Lower Middle East tensions opened a valuation repair window, and capital flowed first into AI infrastructure segments with visible near-term revenue streams. The sustainability of this move hinges on upcoming Q2 earnings, specifically continued strength in cloud provider capex, AI server orders, and hardware company guidance. Policy hopes alone are insufficient; the cycle needs validation from orders and financials.

marsbitHace 51 min(s)

After semiconductors lead the gains, are funds buying into AI orders or a macroeconomic rebound?

marsbitHace 51 min(s)

The Entire Internet Hails Noam's Joining, But OpenAI's Loss Bill Just Got Thicker

While the AI community celebrates Noam Shazeer, co-author of the "Attention Is All You Need" paper, joining OpenAI as Head of Architectural Research, the company's audited financials reveal a starkly different reality. In 2025, OpenAI reported $13.07 billion in revenue but a massive $20.92 billion operating loss. Even excluding a one-time accounting charge, the cash burn is severe, with $3.7 billion consumed in Q1 2026 alone. This high-profile hiring occurs against a backdrop of significant internal research talent drain, with key founders and researchers departing as the company's focus shifts from exploratory research to product iteration. Meanwhile, OpenAI's fundamental business model faces a deep crisis. It paid Microsoft $10.59 billion for compute in 2025, while its vast user base of 9 billion weekly actives includes only 50 million paying customers, making growth a direct driver of escalating costs. The article argues Shazeer's recruitment is less about technical necessity and more about crafting a compelling narrative for OpenAI's upcoming IPO, aiming to justify a rumored $1 trillion valuation to future public market investors. It contrasts OpenAI's strategy with Anthropic's reported path to profitability, which relies on a strong enterprise customer base and cost control, rather than star-powered narratives. Ultimately, the piece concludes that while Shazeer's architectural work may take 1-2 years to materialize, OpenAI's financial clock is ticking much faster, with its massive losses undercutting the celebratory headlines.

marsbitHace 2 hora(s)

The Entire Internet Hails Noam's Joining, But OpenAI's Loss Bill Just Got Thicker

marsbitHace 2 hora(s)

Trading

Spot
Futuros
活动图片