“是时候认真考虑解散以太坊基金会了”——Aave的Zeller

币界网Pubblicato 2024-08-25Pubblicato ultima volta 2024-08-25

币界网报道:
    以太坊基金会在最近ETH抛售引发审查后为自己辩护,EF被指控“缺乏透明度”

以太坊基金会今天出现在新闻中,此前该基金会在最近对Kraken进行3.5万ETH抛售后,受到了加密货币社区的批评。一些社区成员对抛售的时机感到失望。据他们说,基金会利用周五的反弹套现。

一些人,比如匿名的以太坊核心开发人员和布道者Anti-Prosynth,质疑基金会如何在没有事先披露的情况下转移资金。

“说真的,以太坊的财务披露。这到底是一个什么时候,在没有任何窥探的情况下进行这种运动呢?”

同样,另一位ETH核心开发人员Eric Conner也声称,基金会缺乏透明度“非常令人沮丧”

“但外汇基金10年来缺乏透明度令人震惊,也令人非常沮丧。要求简单的财务报告或资金流动/使用的清晰度真的不多。”

以太坊基金会为自己辩护

相反,以太坊基金会执行董事Aya Miyaguchi澄清说,最近3.5万ETH的抛售是该组织“财政活动”的一部分,有些人只接受法币支付。她说,

“这是我们财务管理活动的一部分。英孚每年的预算约为1亿美元,主要由赠款和工资组成,一些受助人只能接受法定货币。”

她补充说,鉴于2024年初面临的监管挑战,他们无法提前分享计划中的资金流动情况。

“今年,由于监管复杂,我们有很长一段时间被建议不要进行任何财务活动,我们无法提前分享计划……从现在开始,我们将有计划地逐步销售。”

作为背景,2024年初,EF正受到美国证券交易委员会的严格调查,据报道,该调查始于2022年9月该网络改为PoS(权益证明)之后。该机构试图确定ETH是否是一种证券,但后来放弃了调查,并在第二季度批准了美国现货ETH ETF。

不过,像Aave[AVAE]创始人Marc Zeller这样的人对Miyaguchi的澄清并不满意。

Zeller声称,以太坊的一些团队,如Geth(Go Ethereum,流行的以太坊客户端),收入很少,无法保证每年1亿美元的预算。他建议在即将进行的升级后解散EF。

“每年1亿美元用于什么?Geth团队……尽管工作关键,但工资微薄。一旦Purge&Verge升级交付,是时候认真考虑解散EF了。”

根据Arkham的数据,最近的抛售使基金会的ETH持有量减少到27.3万枚,按当前市场价格计算,价值近8亿美元。

Letture associate

Global Long-Term Bonds Break Down: The Fiscal Illusion of the Low-Interest Era is Collapsing

Global long-term bonds are experiencing a widespread breakdown, as the fiscal illusion of the low-interest-rate era collapses. Sovereign yields are hitting multi-year highs in the US, UK, Japan, and France, signaling a market repricing driven by a common reality: unsustainable debt and deficits outpacing economic growth, compounded by renewed inflationary pressures from energy shocks. The direct trigger is the blockade of the Strait of Hormuz, which has pushed oil prices higher and reignited inflation fears. This squeezes central bank policy space, with expectations shifting from future rate cuts to potential hikes. The core "fiscal Ponzi scheme" is becoming evident—governments rely on new debt to service existing obligations, but as growth lags and borrowing costs rise, investors demand higher yields. Key developments include the US 30-year yield surpassing 5% for the first time since 2007, with tepid auction demand; Japan's 30-year yield reaching 4%, threatening its long-standing low-rate financial system; and political paralysis in the UK and France making meaningful fiscal consolidation unlikely. The marginal buyer for US debt is also shifting from foreign central banks to more price-sensitive private investors. While debt managers may adjust issuance, fundamental drivers—deteriorating fiscal paths, persistent inflation, and constrained central banks—remain. The market is conclusively repricing the end of the low-interest-rate financing model for highly indebted developed economies.

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Global Long-Term Bonds Break Down: The Fiscal Illusion of the Low-Interest Era is Collapsing

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Following the KelpDAO Hack: $40 Billion in Assets Flee LayerZero, Chainlink Emerges as the Primary 'Beneficiary'

Following a major security breach in April where KelpDAO's bridge using LayerZero was attacked for approximately $292 million, a significant shift is underway in the cross-chain infrastructure landscape. An estimated $40 billion in assets is in the process of migrating or has already migrated from LayerZero to Chainlink's Cross-Chain Interoperability Protocol (CCIP). The attack exploited a single-point-of-failure vulnerability due to KelpDAO's 1-of-1 validator configuration within the LayerZero network. Attackers corrupted RPC nodes and used DDoS attacks to force the system to rely on compromised nodes, allowing fraudulent messages. While LayerZero acknowledged a serious error in allowing its validator network to service high-value transactions with such a configuration, the incident highlighted critical security risks. This triggered a rapid migration wave. Starting with KelpDAO on May 6th, several major protocols—including Solv Protocol, Re, Tydro, Kraken, and Lombard—announced switching their cross-chain infrastructure exclusively to Chainlink CCIP. The combined value of these migrations is estimated to be around $40 billion. This movement followed earlier major adoptions by Coinbase (in late 2025) and Circle (in early 2024). Market sentiment reflected this shift, with LINK's price showing relative stability while ZRO (LayerZero's token) declined significantly. Data indicates a net outflow of approximately $20.1 billion from the LayerZero network over 30 days. The migration is largely driven by perceived security differences. Chainlink CCIP employs a decentralized oracle network as its default consensus layer, featuring multiple independent node operators, a separate Risk Management Network, and built-in safeguards like rate limits. In contrast, LayerZero's highly modular architecture offers flexibility but places more responsibility on application developers to configure security settings, a risk underscored by the KelpDAO incident. LayerZero has since apologized for its communication handling post-attack and stated the protocol itself was not compromised, but rather its Labs DVN's internal RPC was poisoned. An official post-mortem report with external security partners is forthcoming.

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Following the KelpDAO Hack: $40 Billion in Assets Flee LayerZero, Chainlink Emerges as the Primary 'Beneficiary'

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