ERC404项目全线暴跌后，改良协议登场，能带来二次价值发现吗？

Odaily星球日报Publicado a 2024-02-12Actualizado a 2024-02-12

Resumen

PANDORA较高点腰斩，这些新协议能否提振叙事？

原创 | Odaily星球日报

作者 | 南枳

ERC404项目全线暴跌后，改良协议登场，能带来二次价值发现吗？

上周，ERC 404 成为最热门话题之一，以太坊 Gas 也因各类 ERC 404 项目的轮番推出居高不下，高峰期平均 Swap 费用需要约 40 ~ 50 USDT。然而到了本周，ERC 404 热度开始快速下降，龙头项目 PANDORA 相较最高峰下跌约 52% ，其余 ERC 404 项目则出现更早、更大的跌幅，部分几近归零。

今日，部分项目宣布推出改良版 ERC 404 协议，新的迭代是否能提振社区信心？Odaily星球日报将于本文进行新协议整理，以及 Pandora 近期进展的梳理。

改良 ERC 404 

ERC 404 存在什么问题？其中对于用户感受最直观的便是 Gas 问题，相较常规的 ERC 20 代币交易其费用高出不少，并且在以太坊等性能有限的网络上更为突出。慢雾余弦曾表示：“ ERC 404 还搞了个白名单 whitelist 机制来让一些 pairs/routers 等不必频繁折腾 NFT，处理好 FT 交易即可，反正账都在合约里，消失不了。“另一方面，因为 ERC 404 属于新机制，还有潜在的安全性风险，虽目前尚未有大规模攻击事件，但有待时间检验。

Miner 推出改良协议 ERC-X

Miner 在 ERC 404 的基础上推出了新协议 ERC-X，同时发布了基于 ERC-X 构建的首个代币 MINER，设有 100, 000 枚 TOKEN/NFT 的供应总量。Miner 表示，ERC-X 是一个优化后的实验性标准，其特点与功能如下：

  • 多功能性：可以 ERC-X 中使用多个标准的功能，包括 ERC 20、ERC 404、ERC 721、ERC 721 A、ERC 721 Psi、ERC 1155 和 ERC 1155 Delta 等。

  • 低 Gas：ERC-X 具备高 Gas 效率，能够根据项目规模充分扩展。

（Odaily 注：此前 ERC 404 无法适配高总量代币，因为高总量意味着单币价格不高，但 ERC 404 将造成单位数量下的高 Gas）

  • 全面性、可变性：重新引入了 ERC 20 的所有标准功能。通过几行更改，代币的 NFT 对应项可以显示为 ERC 721 或 ERC 1155 。

ERC404项目全线暴跌后，改良协议登场，能带来二次价值发现吗？

其中最关键的改进便是其 Gas 友好性，实现了原本 ERC 404 无法适配的高代币总量需求。Miner 表示，最初计划将 MINER 的总供应量设置为 100 万个，但 Metamask 一直崩溃，因为它无法处理一次购买超过 3 万个 NFT，因此决定将供应量限制在 10 万个。

ERC 404 Plus

比特币链游项目 Bitcoin Cats于 X 平台发文表示，为 ERC 404 提出一个优化协议，名为 ERC 404 Plus 。ERC 404 Plus 让用户可以更灵活地在 NFT 和 FT 之间进行选择，并大大减少交易和转账所需的 Gas。

BitcoinCats 404 是使用 ERC 404 Plus 协议创建的第一个资产，只能通过在截止日期之前桥接 Ordinals 的 BitcoinCats NFT 来铸造。转换后的 NFT 分发与销售将于 2 月 16 日开启，转换后的 NFT 能够在 Uniswap、Blur、OpenSea 等平台交易。

（Odaily 注：BitcoinCats NFT 是 Bitcoin Cats 于 1 月初发售的 BTC NFT 项目，存在前期持有者的抛压风险，请读者谨慎参与。）

除以上信息外，Bitcoin Cats 并未公布更多特性细节，但可以看到核心的改进方向仍是减少交易 Gas 。

ERC404项目全线暴跌后，改良协议登场，能带来二次价值发现吗？

龙头 Pandora 在做什么？

ERC 404 的龙头项目 Pandora 近期在维护代币流动性方面进行了一定工作。例如在今日，Pandora Labs宣布Wasabi Protocol 成为其 404 生态合作伙伴，Wasabi 是一款链上杠杆交易协议，允许用户以最大三倍杠杆做多或做空 PANDORA。

ERC404项目全线暴跌后，改良协议登场，能带来二次价值发现吗？

而昨日，Pandora 还为代币锁定了大量的流动性，包括 5623 枚 WETH 和 725 枚 PANDORA，其中 ETH 的价值约为 1400 万美元。

最重要的是，Pandora 宣布了一系列改进方向，包括：

  • 系统化改进 ERC 404 设计和实现，以更接近标准化；

  • 增加支持永久代币 ID 的池子；

  • 改进的分支逻辑以减少某些常见转移情况的 Gas 费用；

  • 改进的集成功能和外部协议的发行；

  • 通过支持 EIP-2612 实现代币许可。

Pandora 表示，在完成这些改进后，将能够更好地与外部协议对接，并实现更多的用例。

结论

图币一体的概念虽不是 Pandora 首次提出，但 ERC 404 的爆火证明了其实现思路具备一定价值。在解决高 Gas 的痛点问题后，有望通过更多的用例支持实现价值的二次发现。

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