Base 官推发币翻车后,Zora 赢了

链捕手Publicado a 2025-04-17Actualizado a 2025-04-17

作者:念青,ChainCatcher

 

4 月 17 日凌晨 3:12,Base 官推在 Zora 平台发布 「Base is for everyone」代币,因为有官方背书,再加上Base 协议负责人jesse的转发,不少人误认为Base 官方发布了 Memecoin,甚至有社区成员将其误判为Base 发币。

Fomo 情绪迅速使得「Base is for everyone」的市值冲高至 1700 万美元。但很快,4:30分左右,行情急转直下,随着一些早期狙击手套利立场,代币价格迅速下跌,市值在短短 5 分钟内从一千多万美元跌至一百多万美元,跌幅一度达90%。

与此同时,Base 官方又在 Zora 平台发布一个名为「Base @ FarCon 2025」的代币,并发推文推广,这一动作加速了「Base is for everyone」代币的下跌。Memecoin阻击手很快转战新战场,「Base @ FarCon 2025」代币的市值迅速涨至约90万美元,但很快回落。

连续“骚操作”引发社区不满,不少玩家指责“BaseRug for Everyone,官推不停发垃圾代币然后 Rug。

Base 官方随后发文解释,「Base is for everyone」和「Base @ FarCon 2025」两个代币在Zora上发布是为了鼓励将内容上链,推动链上文化发展。并且强调Base 从未出售相关代币,且这些代表也不是 Base、Coinbase 或任何其他相关产品的官方网络代币。

随后,jesse 也发布推文解释了 contentcoin 和 memecoin 的区别,并把相关推文在 Zora上链。并发布长文解释contentcoin——内容代币是为了传达“Coin即内容,内容即coin”的理念,使得创作者通过内容币能更广泛传播内容并赚取交易费,拥有部分代币,是一种公平的市场化估值方式。

尽管Base 和 jesse 的回应社区并不太买单,但这场闹剧的结果似乎并没有彻底翻车,反而Zora出圈是真的。

「Base is for everyone」代币的价格甚至在今天中午的12:30突破“Rug”前的新高,从0.002美元上涨超10倍并突破0.02美元。市值也会回升至1000万美元上方。Base 此前通过 Zora 平台发布的一些代币在今天的涨幅甚至超过20%。

到底谁该为代币下跌负责?

今天并不是Base 第一次“翻车”了。社区成员表示,此前曾参与Base 官推和团队成员转发的代币都出现了大幅下跌的情况,并指责其“管杀不管埋”“只发币不拉盘”。

例如,3月14日,Base 官方在 Zora 上铸造了以太坊生态系统创始人和贡献者文章的《ETH 投资者俱乐部季刊》的第四期,并将其代币化为「EIC04」。EIC04 市值一度超 100 万美元,但很快下跌至不足一万美元。至今还有投资者在 Base 官推下维权。

Base 官推和协议负责人jesse从去年开始频繁在Zora平台上发布代币,并多次在官方社交媒体上推广。Base 在 Zora 的主页一共发布了27种 「content coin」。尽管用他们自己的话说是将内容上链,但是一些不明真相的投资者很容易被官方背书的Memecoin吸引,再加上一些 Memecoin 平台的新币狙击机器人的存在,Zora上由 Base 官方发布的 content coin 很容易被阻击,然后出现rug pull 盘面。

因此在今天的「Base is for everyone」代币事件中,有不少人指责 Base 频繁发布垃圾资产。但说句公道话,造成这种局面最核心的是Base团队和P小将之间的认知差,P小将误把content coin 作为 memecoin。

包括Base 团队引发 FOMO 情绪和联想的那句“Coined it”其实已经说了很多次,这是Base和Zora 最核心的理念——一切皆可上链/Just coin it。

这次事件甚至可以说是 Base 团队有预谋的策划。

 

jesse 在2月就曾发推:“当我推出 1 个币时,他们会告诉你我正在推出一个 memecoin;当我推出 10 个币时,他们会告诉你我在rug;当我推出 100 个币时,他们会意识到我正在开创下一代媒体、文化和内容。”

这也是为什么今天Jesse被调侃“Can we capture @jessepollak resignation letter and put it on chain?(我们能把jesse离职信上链吗?)”时能轻松回复:“you should write a fake one and coin it on @zora”(你可以写个假的发在zora上)——发了那么多次币,这次终于宣传到位了。

Content coin 作为一种新概念出现时,的确需要持续不断的用户教育。但这个成本,不应该由散户来买单。在明知市场存在fomo情绪的前提下,作为官方帐号更应该提前、持续告知“这个代币只是一个实验”,而不是在散户受伤后做出解释。Base显然还需要做更多工作来避免,防止狙击、通过KOL和更大的传播面进行用户教育等。

闹剧最后,Zora 赢了

Base 官方和团队成员近期频繁在 Zora 上发内容,指向的是即将在Base发币的 Zora。

Zora 是基于以太坊和Base的NFT 市场与链上社交平台。3月初,Zora 计划推出基于以太坊 Layer 2 网络 Base 的代币 ZORA。Zora 表示,该代币“仅供娱乐”,不赋予持有者治理权。

Zora 是Base 生态主推的项目之一。2022年5月,Zora获得5000万美元融资,Haun Ventures 领投,Coinbase Ventures、Kindred Ventures等参投,公司估值达6亿美元。Zora 团队联合创始人Jacob Horne 是Coinbase 前产品经理,联合创始人兼CTO Tyson Battistella 此前曾是 Coinbase 软件开发工程师,负责创建 Coinbase Commerce。Zora 和 Base 团队联系非常紧密,jesse也是 Zora 的主要代言人之一。

此外,Zora 提倡的产品理念也非常符合jesse 的审美。Zora 致力于成为一个链上社交网络,每个帖子都是一个 memecoin。jesse 在去年10月曾表示最希望人们在 Base 上构建的三个产品之一就是——链上社交媒体和创作者工具。他认为NFT应该消失,取而代之的应该是「链上媒体」、「链上音乐」、「链上视频」等。去年,《Vitalik:以太坊故事》 纪录片预告片就曾以 Zora Mint 形式发布。

去年3月,Zora 还发布了 ERC-20z 标准,旨在为其开放式 NFT 提供流动性极强的二级市场。Zora 协议会从铸币收入中抽取一部分,用于在铸币厂结束后自动部署流动性代币 (LP)。所有采用此格式的 NFT 均可立即在去中心化交易所上交易,无需创建单独的包装器或指数合约。

这个代币标准打破了NFT和Token的界限,提高了原本以图片、视频、动图为形式的NFT的流动性。但也存在一些缺陷。去年8月,链上侦探 ZachXBT 在 Zora上把ZachXBT 最新调查报告的一部分铸造成了ERC-20z 代币,他本以为最终呈现是一种NFT数字藏品形式,没想到该代币使用 Zora 协议自动创建流动性池,随后引发了散户的fomo行为。该代币的市值在冲高至1400万美元后回落,并引发争议。ZachXBT回应并未打算让人们对报告进行投机。

这也是为什么content coin会被误认为 Memecoin。此外,因为代币发行者无法组织阻击机器人和控制流动性,一旦fomo出现,很难控制住拉砸的局面。

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