Wonderlan能否让寿司再次伟大?

链茶馆Pubblicato 2022-04-26Pubblicato ultima volta 2022-04-26

Introduzione

Sushiswap作为耳熟能详的去中心化交易平台,从去年年底开始,不断传出内部争论、存在小圈子、收回扣、不作为等种种问题。而其SUSHI币价也一路下滑,灰度基金甚至将其资产名单中删除。

Sushiswap作为耳熟能详的去中心化交易平台,从去年年底开始,不断传出内部争论、存在小圈子、收回扣、不作为等种种问题。而其SUSHI币价也一路下滑,灰度基金甚至将其资产名单中删除。

在过去的一年里,Sushi员工的KPI都恶化到了一个临界点。且该团队已被裁数人,国库几乎没有收入来源,并且正在被没有透明度和远见的运营所耗尽。

曾经Sushi很棒,但现在Sushi几乎处于死亡螺旋。

一家叫Wonderland(不是WonderlandFinance)的基金在Sushi社区中发出提案,表示能解决当前Sushi所处的困境。

Wonderland想要救火

Wonderland自称是一家激进基金,投资于有可能实现数十亿美元市值但当下表现不佳的协议。其团队由Solidity、UI/UX开发人员和研究人员组成。

在投资后,他们将部署高管和技术团队来帮助项目推出新产品,招聘长期领导层,并修复需要修复的问题,最后引导团队回到正轨。整个团队是即插即用型,从交付第一天即可开始工作。此前对Keep3r提供支持,帮助其重新设计了代币模型、对UI/UX以及仪表盘进行了改进。

Wonderland提出当前Sushi存在以下主要问题:几乎没有领导、国库处于历史新低且不断下降、没有生态系统基金、招聘不到优秀人才、社区提案通过但从未执行、公众形象受损严重、新链部署并未能成为为主导地位、三叉戟一直被推迟。

三阶段方案

而Wonderland也提供了相应的解决方案,共分为阶段0、1、2三阶段:阶段0是一个允许Sushi实施剩余变更的财务策略;阶段1是恢复健康结构的组织战略;阶段2是使Sushi向前推进的额外变化。

阶段0:省钱改革搞透明

对于阶段0,Wonderland希望弃用xSUSHI并将这笔收入转移到SushiDAO。有了这些资金,Sushi将实现财务健康,能够发展团队,创建Sushi生态系统基金,并且总体上有足够的资金来扩展业务。xSUSHI模式背后的最初想法是减少抛售压力并充当投资者的营销工具。尽管如此,xSUSHI当前的APY并没有达到这两个目标。

此外国库管理的方式严重缺乏透明度和计划性。财务路线图对于实现预期的可持续性是绝对必要的。此外,社区的透明度是应尽快恢复的基本支柱。最后是国库的多元化,当前Sushi国库100%由Sushi构成,这对整个组织带来了不必要的风险。

阶段1:留才爱才招贤才

对于阶段1,第一个目标是留住现有的团队成员,确保开发Sushi的人员的连续性。第二目标是必须实施招聘和入职流程。Wonderland将提供两个负责处理此问题的高级人事管理配置文件,以及所有其他非技术问题,不应要求开发人员处理管理事务。通过创建几个工作组,专注于特定任务,包括技术组、生态系统增长组、研发组以及多链组。

Wonderland有能力部署一支高素质的高级开发人员团队,一夜之间将Sushi的技术团队规模扩大一倍。随着新人加入组织,这将有助于立即推动技术变革并顺利过渡。

阶段2:拥抱ve模式更去中心化

对于阶段2是指在实现了上述两部分之后对协议的进一步推进,包括采用类似于CurveDAO的veSUSHI的模式。弃用xSUSHI意味着治理投票将由SUSHI持有者发布。随着veSUSHI的推出,投票将由veSUSHI持有者发行。治理方面的这些变化将得到解决。

随后是去中心化前段,这使系统更加去中心化和抗审查,它将允许外部协议将Sushi集成为其产品的一部分,从而为双方创造双赢的局面。这也将避免不必要的分叉,符合生态系统增长和多链工作组正在努力实现的目标。最后是扩展到非EVM的链,此前有被提出但未对Solana执行。

Sushi社区反响

先说投票数据,目前共有83人参加投票,而结果极其相近,51%赞成,而49%反对。对于一个看起来相对成熟的“救火方案”为什么社区还会有这么多人投反对票?

从留言来看,主要存争议的地方在于Wonderland所要求的报酬:5百万枚SUSHI,而当前的SUSHI币价在3.3左右,也就是要求1650万美元的报酬。这对于一个本身国库就不济的项目来讲确实不是小数目,从总流通量角度,5百万枚SUSHI占到了总流通量的3%。如果后期Wonderland变现砸盘场面会很可怕。

还有人表示Wonderland提出的方案当中确实不乏可取之处,但项目方目前已经开始进行一些改进工作。同时,上述三阶段方案并不值5百万枚SUSHI,而SUSHI的币价也没有对项目本身造成过多削弱。

但作为社区治理的典范,评论区中的言论均在探讨方案的可行性,而无其他方案无关言论。且大家基本上都尊重Wonderland提出的方案,并对其提出了很多建议。对于Sushi项目本身都充满信心与期待,并无太多对项目方的指责辱骂。

总结

无论Wonderland的提案最终是否通过,毕竟目前仅需一票即可否决,Sushi社区都表现出对项目的期待与理解。而项目方虽在数月前遭遇诸多团队上、结构上的问题,但就目前而言基本都已解决。团队结构与内部流程确实比几个月前要好。

社区没有反对Wonderland团队,但认为Sushi团队已经展示了无偿工作、克服障碍的决心。他们将发布一个转型计划,概述sushi2.0的前进道路。拥有积极团结的社区,Sushi是否还能GreatAgain?

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