friend.tech意欲出走Base:被社区排挤还是发展受限?

Odaily星球日报Pubblicato 2024-05-27Pubblicato ultima volta 2024-05-27

Introduzione

在什么链上发展并不关键,如何匹配生态特有文化和用户人群,落地社交代币的概念才是friend.tech后续发展的关键。

原创 | Odaily星球日报

作者 | 南枳

friend.tech意欲出走Base:被社区排挤还是发展受限?

今日凌晨,friend.tech 协议的联合创始人 Racer 于 X 平台发文表示:“发个系统设计悬赏:如果你能找到一种方法将 friend.tech 从 Base 迁移出去,而不会给用户带来重大问题,并且它运行得足够好,我们决定使用它,并将支付你 20 万美元。”

friend.tech意欲出走Base:被社区排挤还是发展受限?

凌晨 0 点 FRIEND 价格约为 1.25 USDT,消息发出后最低插针至 0.948 USDT,今日最低点为 0.9 USDT,最大跌幅 28% ,目前回升至 1 USDT 附近。此外 friend.tech 当前 TVL 为 1114 万美元,单日降幅为 8.96% ,过去一个月下降 67.3% 。

发生了什么?

为何 Racer 意欲出走 Base?Racer 在另一篇帖子中解释道:“friend.tech 团队与 Base 的关系一直不稳定(has been rocky),Farcaster 的投资者在我们推出时疯狂抹黑(smearing)我们,因为他们误解了我们在做什么。他们对团队和用户施加了很大的压力,从那时起,我们的关系就开始走下坡路,我们被‘Base 社区’所排斥。

Base 负责人 Jesse Pollak 发文回应并释放善意:“对此我的想法是:我喜欢@0x RacerAlt@friendtech,他们不断在@base的极限上进行创新,为行业指明了方向。他们的产品在早期被更广泛生态系统的某些部分(包括 Base 和以太坊)错误地贴上了“负面投机”的文化标签。这理所当然地让他们很早就感到相当孤立和脱节。我积极观察了这种情况,认为这很糟糕,并且也知道我可以做得更多。从第一天起我就一直是用户,看到团队不断地迭代、试验和尝试新事物。从用他们的钱包用户体验改变游戏,到他们最新的产品迭代(正在起效),再到他们的代币经济模型(100 %为用户所有)。他们确实是先驱者。 我希望看到更广泛的以太坊/Base 生态系统与 friend.tech 之间的关系得到修复。如果团队决定离开 Base,我会感到难过,但我也尊重并支持他们选择的任何道路。“

Base 经历过数次现象级增长,第一轮来自 Meme 币 BALD,第二轮便是 friend.tech,ft 对 Base 具有不可磨灭的贡献。虽然高昂税收、RUG 频发等特征确实也长期为社区所诟病,或许即是 Jesse 所指的“负面投机”标签所在。据部分社区成员表示,相较一些“亲儿子”项目,ft 受到冷落并格格不入,但事情真相如何目前仍不得而知。截至发文时暂无 Racer 个人做出的进一步回应,但经 Odaily 调查,friend.tech 官方 X 账号点赞了上述 Jesse 所发推文,或已在私下进行沟通。

社区反应

X 平台大 V Ansem 发文支持 friend.tech 向 Solana 迁移:“friend.tech 将在本周期达到 100 亿美元的原因是,每个人都已经看到了 Memecoin 的可能性,并且最终会想利用自己的社会资本来推出某种币。我们已经见过名人 NFT 和加密货币推广。

当前平台可能仍需进行一些调整,如果能移植到 Solana 上,可能会进行更彻底地减少摩擦并提高普通用户的可访问性。但如果社交代币的概念得到正确执行,其最低市值也将达到 100 亿美元以上。”

此外还有来自向 Blast 迁移的呼声,甚至一些开发者已认真地为 friend.tech 设计了非常详尽的迁移技术路线和方案

friend.tech意欲出走Base:被社区排挤还是发展受限?

当前也有不少看衰的声音,一些用户认为 Racer 本人即是 friend.tech 的最大问题。@rogeravax 表示,Racer 要么是磕嗨了,要么就是在准备一盘大棋。

friend.tech意欲出走Base:被社区排挤还是发展受限?

结论

自代币上线以来,FRIEND 除了开盘后有一轮上涨外,目前仍处于下行趋势。例如黄立成已在 FRIEND 上浮亏约 750 万美元。而从发展路线上来看,Social 项目方面人们开始涌向 Farcaster,影响力经济和 Meme 代币方面有 pump.fun 和它的一系列仿盘,代币激励结束后的 friend.tech 在什么链上发展从技术上来说并不重要,如 Ansem 所提到的如何进一步贯彻社交代币的概念,与每个链独有的文化特性和用户匹配,实现有竞争力和护城河的发展才是根本。

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