刷了3个月,只领10美元:我们该取消空投了吗?

marsbitPubblicato 2025-09-01Pubblicato ultima volta 2025-09-02

我至今还记得自己第一次获得加密货币空投的场景,仿佛就发生在昨天。那是 2020 年,当时我还在忙着完成 Bitcointalk 上的赏金任务。一天早上,我被 WhatsApp 的消息提示音吵醒,是朋友发来的消息。

「你用过 Uniswap 吗?」 他问。我回复 「用过」,接着他说:「那你应该有 400 枚 UNI 代币可以领取,现在价值已经超过 1000 美元了。」 我立刻去 Uniswap 的 Twitter 主页找领取链接,领完后马上就卖掉了。

就这么简单,天上掉下来的 「免费钱」。不需要填表单,不用在 Discord 里刷等级,也没有那些 「需要贡献才能获得」 之类的条条框框。

现在回想起来,那一刻才定义了空投本该有的样子:给你喜欢且正在使用产品的用户一份惊喜 「补贴」,而不是像如今这样,全是些毫无价值的垃圾活动。

空投的黄金时代

后来,我又领到了 1Inch 的空投,当时只要有资格领 UNI 的钱包,都能领 1Inch。而真正改变我对 「空投玩法」 认知的,是 dYdX 的空投。

当时为了参与,我得把 ETH 跨链到 dYdX 协议里。那时候大多数 Layer2 还只停留在白皮书阶段,跨链手续费高得吓人。我做了几笔交易刷了点交易量,不算多,之后就把资产跨链提了出来。就这么一天的操作,最后拿到了五位数(美元)的空投,现在想起来还觉得不可思议。

我累计领到的空投总价值最高时超过 2 万美元。说实话,中途我就卖掉了一半,毕竟是 「免费的钱」,落袋为安才是常态。

dYdX 的空投给了我第一笔像样的本金,我直接投进了 DeFi 领域。在 「DeFi 夏天」 那段时间,我在 Juldswap 上做流动性挖矿,每天能赚大概 250 美元。说真的,我太怀念那段日子了。


空投的衰落

当然,这样的好日子不可能一直持续。从 dYdX 之后,我陆续参与了 Scroll、Arbitrum、Optimism 和 zkSync 的空投活动,其中 zkSync 是我 「糟糕空投体验」 的开端。

然而,我永远忘不了 Scroll 的空投。当时大家对它的期待值拉满,即便其联合创始人 Sandy 发过那条著名的 「降低期待」 的推文,也没能浇灭大家的热情。

DeFi

人们不断抬高预期,直到失望最终降临。Scroll 空投的额度低得离谱,简直像个笑话。加密社区的情绪瞬间从期待跌到绝望。说实话,这次空投真的给我留下了阴影,我当时就发誓再也不参与 Layer2 的空投 「挖矿」 了。

如果只是 Scroll 这一次,或许我还能接受。但真正让我难受的是,我意识到:这样的 「低质空投」,以后会成为常态。


如今的空投乱象

时间快进到现在,空投圈的景象简直惨不忍睹。曾经的 「惊喜空投」,早就变成了 「工业化女巫攻击式刷空投」 的生意。

你得花几个月,甚至几年时间,和各种协议互动:跨链、加流动性、烧 Gas 费,还得打造所谓的 「用户忠诚度」,最后能不能领到空投全看运气,就算领到了,额度也少得可怜。更离谱的是,现在居然还出现了 「空投领取通道仅开放 48 小时」 的操作,我记得 Sunrise 应该是第一个这么干的。

就算你终于等到领取的那天,也会发现额度根本配不上你投入的时间和成本,而且往往还附带一个苛刻到离谱的解锁计划。比如 0G Labs 的空投,要分 48 个月、按季度解锁 ——48 个月啊,整整四年!

现在这种破事太多了,以至于我看到那些 「空投 Alpha」 的推文时,第一反应就是:「呵,又来一个‘蚊子腿’空投。」


项目方与用户的博弈

事实是这样的:最近这些年,用户的心态早就变得 「功利」 了,没必要粉饰。现在大家用某个产品,无非就是为了拿奖励,没人会花几个小时点击操作、贡献社区,就为了所谓的生态文化。

那项目方呢?他们确实想要忠诚用户,但更想要能给 VC 看的 「漂亮数据」,比如高用户数、大社区规模。这些数据足够让他们在准备融资 PPT 时,把估值抬得更高。于是,用户和项目方之间就变成了一场 「刷数据」 与 「防刷数据」 的博弈。

结果就是:两边都不开心。用户觉得自己被耍了,项目方则面临用户留存的难题。


空投本该是什么样?

如果让我重新设计空投,我可能会回到 Uniswap 那种模式:不画饼、不搞排行榜,某天突然给忠诚用户一份惊喜补贴。单是这一点,就能减少 「工业化刷空投」 的现象,也能降低用户不切实际的期待。

或者,可以借鉴 Sui 的「预售式空投」模式,设定一个合理的完全稀释估值(FDV),让早期贡献者和用户有机会以优惠条件买入代币。

现在最接近这种模式的,应该是 Cysic 和 Boundless。它们用 「等级体系」,根据用户在生态中各种活动的贡献度,给予用户预售折扣奖励。

再或者,干脆取消空投,把精力放在打造真正能用的产品上:做出有真实产品市场契合度的东西,建立稳固的营收模式,而不是把同一个东西复制粘贴 200 遍。说真的,这样做才符合加密社区的长远利益。


结语

如今空投的现状,简直糟糕透顶。它既对不起那些花时间 「肝」 空投的用户,也没法帮项目方建立真正的社区。

最终造成的局面是:每个人都觉得自己被利用了。或许,取消空投,转而打造能让所有人赚钱的产品,才是更好的选择?

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