长推：Friend Tech代币经济设计猜测和思考

MarsBitPubblicato 2023-09-20Pubblicato ultima volta 2023-09-21

Introduzione

FT是不是ponzi？其ponzi特性很明显，这也是被很多人攻击和诟病的原因。

注：原文来自@0xWendy99发布长推。
一点关于FriendTech @friendtech 代币经济设计的猜测和思考：
1.关于socialfi的很多争论是产品应该落脚在social还是fi上，对现阶段Web3产品来说，想从触达用户规模或者产品体验上抗衡web2的产品是完全不现实的，即使是web2巨头meta想利用Ins的账户基础复制社交网络，也就是Threads，也并没有成功。FT的金融属性无可厚非，在产品伊始的介绍便说是个人版的Uniswap，其实更像是dex的逻辑。
2.那么，我们回头看所有的交易所和类似平台，什么因素对平台的发展是重要的，什么是交易所收入的来源，那么代币空投奖励就应该奖励什么。
对交易所来说，用户越多，用户交易金额越大，交易次数越频繁，其收入的手续费就会越多。那么对照到FT，持仓key金额越大，交易越频繁，你给FT贡献的钱（磨损和TVL，磨损是正儿八经的收益，最重要；TVL是平台长期运行和维系用户的指标，也重要）就越多，自然就是更值得被奖励的用户。
如果我们再深入思考一下，这几天有博主说是持有单价越高的key奖励越多，但如果空投规则始终如此，实际上一定程度上抑制了粉单市场，也提高了门槛，降低了流动性，长期来看对平台并不是一个好的激励策略。对于（3，3）和持有自己的key的用户，对平台的价值不如上文的交易者。
拉新也相对重要，但相比上面实打实花钱的金主就没那么重要。
至于活跃程度，相比上面那些就更不重要了。就像是富途牛牛的UGC社区，活跃了当然很好，但富途还是一个股票软件，不是第二个微信，也不会成为第二个微信。
3.最后，从更宏观更高纬度来说，FT是不是ponzi？其ponzi特性很明显，这也是被很多人攻击和诟病的原因。但FT除了ponzi外确实具有一定的正外部性，在FT可以connect到行业头部从业者或kol，或者是之前很难有途径connect的人，很多头部房主在房间内也很活跃。在熊市中能获得如此高的关注和参与度，能发现一个有趣的应用场景，团队也在不断交付迭代，仅凭这一点，FT已经是一个值得参与体验的项目。
几乎没有一个项目可以长盛不衰，即使是在web2或者实体行业也是如此，虽然web3项目生命周期相对更短，但我们也不能因为项目最终的衰败就从一开始全盘否定。

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