在有争议的投票决定转移2400万美元的代币后,Compound 与加密鲸鱼 Humpy 达成休战

tokeninsight_newsPublicado a 2024-07-30Actualizado a 2024-07-30

Compound Finance 解决了与神秘加密鲸鱼 Humpy 的治理纠纷。

这场争议始于在一次投票中通过了提案 289, 将 240 万美元从 Compound 的资金池划拨给一个收益协议。该提案受到广泛批评和操纵指责, 因为一小群人购买了大量的 COMP 代币来影响结果。

一项新提议提出了一个新的质押产品, 旨在与所有各方的利益保持一致, 特别是满足 Humpy 作为委托人和 COMP 持有者的需求。

Compound Finance 与神秘加密鲸鱼 Humpy 及其关联组织 "The Golden Boys" 达成了停战协议, 这是在激烈讨论和一些社区成员认为是治理攻击之后达成的。

这一冲突始于由 Humpy 领导的提案 289 在争议的情况下获得通过, 旨在将 Compound 价值 2400 万美元的资金池转移到由 "The Golden Boys" 领导的收益协议。

不久之后, 该提案受到广泛批评和操纵投票的指控 , 因为一小群人通过在公开市场上购买大量的 COMP 代币来影响投票结果。

根据 Compound 的 Bryan Colligan 在新的论坛帖子中写的, 提案 289 将被撤回 , 以减轻它带来的治理风险。取而代之的是一个新的质押产品, 它与所有相关方的利益保持一致, 特别是满足 Humpy 作为最近的委托人和 COMP 持有者的需求。

这个新的质押产品声称通过将每年新生成的 30% 的代币储备按比例分配给质押 COMP 的持有者, 来提高 COMP 代币的效用。

尽管需要 Compound DAO 的治理投票才能在链上部署, 但这一新建议已经得到 Humpy 和其他 Compound 委托人以及来自 OpenZeppelin 和 Gauntlet 的安全专家的支持。

OpenZeppelin 的安全解决方案架构师 Michael Lewellen 曾强烈反对提案 289 , 他表示 : "OpenZeppelin 很高兴看到一个潜在的解决方案, 以确保治理得到保护, 并服务于社区利益。自提案 289 以来, 我们一直与许多社区委托人密切合作。"

最新的进展显示, 从 Compound 资金池中自动部署 2400 万美元的计划已被取消。

当提案 289 上周末获批时, 人们对 "The Golden Boys" 对 Compound 资产的意图提出了担忧, 强调他们重复尝试将资金转移到他们自己的产品 goldCOMP 。这种怀疑被他们之前被 Compound DAO 拒绝的两个提案所助长。

另一个问题是一旦从 Compound 转移, 资金的安全性。人们担心资金转移到 "信托设置" 合约可能不安全, 因为它由 "The Golden Boys" 拥有的多重签名钱包来控制。

Humpy 此前在 Balancer 和 Sushi 等其他 DeFi 协议中也参与了类似有争议的行为。在这些情况下, Humpy 积累了大量的投票权, 以批准可能更有利于个人利益而非 DAO 更广泛目标的提案。

Lecturas Relacionadas

Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

Standard Chartered Bank has issued an optimistic research report predicting that the AAVE token could surge 50-fold to $3,500 by 2030. This forecast is based on the projection that the total value locked (TVL) in DeFi will grow 37x to approximately $2.7 trillion, driven by stablecoin expansion and the tokenization of real-world assets (RWA). The bank's model links Aave's potential valuation directly to its protocol revenue, which is primarily driven by net interest margins. The report highlights Aave's current dominant position, noting it captures over 80% of the net earnings ("protocol retained earnings") in the lending sector while holding only about half of its TVL. It also points to the recent launch of the Aave V4 architecture and a healthy revenue stream of $142 million in 2025 as positive fundamentals. Grayscale's separate analysis, applying traditional valuation metrics like DCF, concluded AAVE is currently undervalued. However, the article notes significant challenges. Aave's peer-to-pool lending model suffers from inherent capital inefficiency, with an estimated $52 million annual "deadweight loss" due to idle funds needed for liquidity buffers. This structural flaw was exposed during the April KelpDAO exploit, which locked a WETH pool at 100% utilization for days. Emerging protocols like Morpho, with more efficient point-to-point models, are cited as growing competitive threats. In summary, while institutional forecasts paint a macro picture of massive growth fueled by RWA adoption, Aave's path forward hinges on addressing its core structural limitations and competitive pressures within the evolving DeFi lending landscape.

链捕手Hace 4 min(s)

Standard Chartered Bank’s 50-Fold Fantasy: Predicting AAVE to Reach $3,500

链捕手Hace 4 min(s)

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

Tidal Investment remains optimistic about the AI industry chain, but the rationale has shifted. The market narrative has changed. While recent large-scale IPOs (e.g., SpaceX) and major fundraising plans by tech giants like Alphabet and Meta have caused some nervousness, this isn't a sign of an AI peak. The focus has moved from the initial question of AI's viability to the sustainability of massive investment cycles. The key players—primarily the major cloud providers—are not slowing down; their capital expenditure (Capex) guidance for 2026 has been increased across the board (e.g., Alphabet to $180B, Amazon to $200B). This investment cycle is proving resilient and difficult to stop. Unlike traditional hardware cycles, current AI Capex is distributed across multiple physical layers—computing, memory, networking, and critically, power infrastructure. Bottlenecks are shifting from chips to elements like electricity, transformers, and cooling systems, which have much longer lead times and cannot be easily pre-built like fiber optics during the dot-com bubble. Supply chain data (e.g., Eaton's 240% YoY data center orders) confirms this broad-based, project-driven expansion. Market concerns are acknowledged but viewed differently. First, while Capex growth currently outpaces revenue growth, raising ROI questions, this mirrors the early scaling phase of cloud computing itself. A change in view would require concrete signals like downward Capex revisions or missed AI product targets, which haven't materialized by mid-2026. Second, comparisons to the 2000 dot-com bust are flawed. That crash was driven by a massive, parallel oversupply of cheap capacity (fiber). The current cycle faces *supply constraints* in critical, capital-intensive physical infrastructure that cannot be overbuilt as easily. In conclusion, the wave of fundraising reflects the next, more complex act of the AI story. Physical bottlenecks and sustained high Capex plans suggest this is not the finale but an ongoing, capital-intensive build-out phase. The script has changed, but the play is far from over.

marsbitHace 1 hora(s)

Tidal Investment: We Remain Bullish on the AI Industry Chain, But the Reasons Have Changed

marsbitHace 1 hora(s)

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

Tidal Investments remains optimistic about the AI industry chain, but the rationale has shifted. The market is concerned about massive concurrent fundraising by tech giants like SpaceX, OpenAI, Alphabet, and Meta, fearing an AI peak. However, the authors argue this signals the next act of AI development, not its end. Capital expenditure (Capex) from major cloud providers (Alphabet, Amazon, Meta, Microsoft, Oracle) continues to surge aggressively into 2026. This investment cycle is more resilient than past hardware cycles due to its scale and complexity. Bottlenecks have shifted from chips to critical physical infrastructure like power grids, transformers, cooling, and data center construction—areas with long lead times and limited capacity for rapid expansion. Supply chain data (e.g., Eaton's orders) confirms substantial, tangible progress. Key market concerns are addressed: 1. **ROI vs. Capex Growth**: While Capex growth outpaces revenue, the authors note cloud giants have historically overcome similar phases through scale. The cycle will only be in danger if Capex guidance is cut, orders are canceled, or AI product demand falters—none of which are currently observed. 2. **Comparison to the 2000 Dot-com Bubble**: Unlike the telecom bubble, where cheap, oversupplied fiber crashed prices, AI infrastructure (especially power) is constrained, customized, and subject to lengthy approvals, making a similar supply glut and crash unlikely. In conclusion, the wave of fundraising reflects the immense, ongoing capital needs for AI's next phase, constrained by slow-moving physical bottlenecks. The AI cycle is not over; the script has simply changed.

链捕手Hace 1 hora(s)

Tidal Investment: We Remain Bullish on the AI Industry Chain, But for Different Reasons Now

链捕手Hace 1 hora(s)

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

Grayscale Research identifies 15 top-revenue crypto protocols trading at significant valuation discounts, with many at single-digit or even 1x revenue multiples. Protocols like Pump.fun, PancakeSwap, and Meteora have market capitalizations roughly equal to their annual revenue. The report argues these financially-focused protocols (DEXs, lending, staking) are fundamentally undervalued and could benefit from the potential passage of the CLARITY Act, expected as soon as next month. This legislation aims to clarify digital asset regulation, potentially reducing institutional barriers and driving on-chain activity. The analysis breaks down the protocols into three groups: the "1x Club" (market cap ≈ revenue), mid-tier protocols with 3-9x multiples (e.g., Aave, Lido, Jupiter), and high-multiple protocols like Hyperliquid (15x) and Uniswap (37x), where valuation reflects future potential rather than current cash flows. Grayscale applies a traditional DCF model to Aave, suggesting a one-year price target of ~$175, representing ~130% upside from current levels. The report notes a risk-off macro environment since the Iran conflict has further compressed valuations, creating a potential entry window. The conclusion highlights that while the valuation data presents an intriguing opportunity, the investment thesis is contingent on the CLARITY Act's passage and subsequent institutional capital flows. Investors are cautioned to consider Grayscale's inherent conflict of interest as a crypto asset manager with products tied to these assets.

marsbitHace 1 hora(s)

Grayscale: These 15 Profitable Crypto Protocols Are Severely Undervalued

marsbitHace 1 hora(s)

Trading

Spot
Futuros
活动图片