特朗普家族项目：任人唯亲，70%代币分配“内部人员”，终极目标或是取代Tether？

Odaily星球日报Pubblicato 2024-09-06Pubblicato ultima volta 2024-09-09

Introduzione

除非特朗普大选获胜，否则World Liberty Financial可能只是一场闹剧。

原创 | Odaily星球日报
作者 | 夫如何

特朗普家族项目：任人唯亲，70%代币分配“内部人员”，终极目标或是取代Tether？

随着美国大选逐渐临近，作为总统竞选人之一的特朗普近期举动备受瞩目。尤其是特朗普之子主导创建的加密项目 World Liberty Financial，受到加密行业乃至全球金融行业的关注。
近期，CoinDesk 披露了该项目的白皮书草案中存在的诸多问题，尤其是代币分配比例不合理和治理结构的中心化，似乎与该项目此前宣称的“将金融的力量交还给人民”背道而驰。World Liberty Financial 随后就 CoinDesk 的报道进行回应，但除了一些无关紧要的解答外，关于治理和代币分配是只字未提。这不仅没有打消公众疑虑，反而适得其反，再次增加对项目的公平性的质疑。（注：白皮书草案的来源是特朗普核心圈的人出售）。
Odaily星球日报整合已有市场信息，为读者揭开 World Liberty Financial 项目的神秘面纱。
70% 代币分配利益关联方，任人唯亲
根据 CoinDesk 获得的 World Liberty Financial 白皮书草案，该项目治理代币 WLFI 的 70% 将分配给创始人、团队和服务提供商等“内部人员”，剩余 30% 将通过公开发售进行分发。为了避免美 SEC 的审查违反证券法，所有 WLFI 代币将不能转让，直到代币通过协议治理程序以不违反相关法律的方式进行解锁。
也就是说，未来 WLFI 代币大概率是无法进入交易所进行公开交易的，仅仅只能在平台内部作为治理代币使用，分红权待定。某种程度上，WLFI 可能与未公开上市的股权类似，只能进行场外交易，需要并告知项目管理者变更所有权。
白皮书草案还揭示了项目是基于以太坊借贷平台 Aave 进行构建，并计划推动稳定币和 DeFi 的大规模应用，帮助美国成为“全球加密之都”。
在 CoinDesk 的报道中，他们着重对 World Liberty Financial 币分配方式进行大量的抨击，并引用相关行业人士的话“这真是一个可笑的笑话”来讽刺该项目存在中心化治理问题。

World Liberty Financial 还与近期遭到黑客攻击的借贷项目 Dough Finance 存在关联，团队成员多来自于 Dough Finance，Dough 创始人 Zak Folkman 曾正式注册为 World Liberty Financial LLC 的所有者。此外，World Liberty Financial 早期阶段或将直接复制了 Dough Finance 代码，很难说现阶段代码是否具有一定 BUG，也让公众对项目的安全性存疑。
（注：Dough Finance 于 7 月 12 日遭到闪电贷交易攻击，黑客获利约 210 万美元，其中约 76 ETH（约 26 万美元）已被白帽黑客归还。攻击者利用 Dough ConnectorDeleverageParaswap 合约中的任意调用漏洞，可直接从易受攻击的合约转移 WETH。）
除了 Dough Finance 团队成员外，特朗普家族将担任该项目多个角色，其中特朗普被称为“首席加密货币倡导者”、特朗普的两个大儿子担任“Web3 大使”以及特朗普的小儿子担任“DeFi 远见者”。

特朗普的多位朋友也担任该项目重要角色。例如知名房地产开发商 Steve Witkoff 担任机构投资负责人、Steve Witkoff 的儿子 Zach Witkoff 担任情报部门负责人、加密治理咨询公司 MetaleX Pro 联合创始人 Alex Golubitsky 担任法律顾问、MetaleX Pro 的联合创始人 Gabriel Shapiro 担任加密治理顾问、搭讪约会平台创始人 Zak Folkman 担任运营主管以及风投公司 Pacer Capital 创始人 Chase Herro 担任数字与战略负责人，以上各位共同组成 World Liberty Financial 领导班子。
从披露的团队成员来看，不禁让人怀疑该项目的专业性，毕竟从被盗的项目进行复刻开发，且团队成员任人唯亲，甚至部分成员与加密行业毫不相关。

官方回应：确保项目安全性
针对 CoinDesk 的信息披露，World Liberty Financial 迅速做出了回应。
项目团队强调，他们正与世界顶级的安全公司合作，确保项目代码的安全性。这些合作伙伴包括知名的 Zokyo、Fuzzland、PeckShield 和 BlockSecTeam。团队表示：“我们清楚自己正在构建的项目有多重要，以及它对加密货币和我们国家，尤其是即将到来的选举的潜在影响。我们不敢掉以轻心，安全性是首要关注点，将采用业界最佳实践来保障用户的资金安全。”
项目方还明确表示，将和知名借贷项目 Aave 展开合作，在以太坊上打造全新 DeFi 借贷平台，并将推出信用账户系统和简洁的界面，为钱包或经纪业务便捷地访问该项目。World Liberty Financial 并不是 Aave 的分叉，而是与 Aave 合作推动 DeFi 领域的创新和发展。项目并不打算复制现有的 DeFi 协议，而是希望与之合作，共同创造一个更强大和安全的去中心化金融平台。
除了澄清相关争议外，World Liberty Financial 还介绍了项目的核心目标，将通过推广以美元挂钩的稳定币，确保美元在未来的全球金融中继续占据主导地位。项目方认为，美元的全球主导地位面临来自其他国家的挑战，而稳定币的推广将帮助维护美国在国际金融领域的领导力。
团队成员 Steve Witkoff 称，该项目想要是无法被主流金融所批准的人们获得借贷权益。“DeFi 是为那些被排除在外的人开放信贷。我们的信贷市场是世界上最好的，但仍然把许多人排除在借贷和追求美国梦之外。当我开始我的生意时，我发现有人相信我——我的父亲，他借给我两万美元。如果不是他，我就不会有我的生意。世界自由金融将为更多人提供追求梦想的机会。”

从 World Liberty Financial 回应来看，对于备受争议的代币分配和治理情况均未回复，这或将佐证 CoinDesk 获得白皮书草案的部分真实性。其回应内容仅仅着重强调其协议的安全性和原创性，也可能使关注该项目和特朗普的人很难“买账”。

结束语
此前市场就曾推测 World Liberty Financial 相关信息，从 CeFi 到支付都是备选项。经过 CoinDesk 的披露，World Liberty Financial 总算揭开神秘面纱。
虽然项目方没有确切回应市场质疑，但通过团队成员组成来看，大概率该项目的核心权益是由特朗普家族所控制，具体内容需要等后续官宣后才能得知。考虑到近期的不利舆情，正式版白皮书可能会有所松口，出让更多利益。
项目 World Liberty Financial 还面临的最大挑战之一是，特朗普的妻子 Lara Trump 和小女儿 Tiffany Trump 的 X（原 Twitter）账号被攻击，黑客利用这些账户推广了一个与项目名称相似的加密骗局。虽然项目方迅速发出警告，提醒用户不要点击任何可疑链接。但不少人认为，特朗普家族连自己人的推特账号都很难掌控，那他们推出项目的安全性又该如何保证。
以上种种问题，都让加密行业对特朗普家族发布项目的真实目的感到疑惑。毕竟现有信息似乎表明，World Liberty Financial 并不具备良好的运维基础，仅凭特朗普在演讲中的利好加密行业言论似乎并不够。亦或者是，指望特朗普再次获选成功，利用政治影响力提升项目认可度，从官方层面为自家项目认证，以大规模发行美元稳定币取代 Tether 的市场地位。

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