ETC Cooperative | 2025年第二季度运营与财务报告

金色财经Pubblicato 2025-09-03Pubblicato ultima volta 2025-09-03

发展与基础设施

在2025年第二季度,ETC 合作社把开发和基础设施建设重点放在维护以太坊经典网络的整体稳定性和可靠性上。确保核心客户端的稳定性能仍然是主要工作重点,并开展了监控、维护和渐进式优化工作。虽然本季度没有推出重大功能,但持续的维护和后台支持为网络奠定了稳固的运行基础,网络在整个季度内保持了连续且可靠的运行。

日常交易量保持在中位数约 20,000 笔左右,平均区块大小接近 1 KB,区块 Gas 上限稳定在约 800 万个 Gas 单位。平均 Gas 价格保持在 2.6 Gwei,约有 33,000 个新智能合约被部署,显示生态系统内开发者的持续活跃。监控系统保持良好状态,能够快速检测和响应潜在问题。Catacomb 多重签名钱包曾出现过几次短暂宕机,但均在 1 小时内被解决。与此同时,ECT 合作是继续探索可观察性和部署流程的渐进式增强,为未来几个季度的运营改进奠定基础。

社媒传播与市场营销

如先前公告所示,ETC 合作社市场营销经理 Andrew Dick 已于 2025 年 6 月 15 日辞职。非常感谢 Andrew 自 2022 年 11 月以来的贡献,以及整个传播与市场团队的成员们,他们一直努力向世界传达 Ethereum Classic 的价值,以及 ETC 合作社的动态与成果。

生态系统管理

自2025年6月2日起,ETC合作社设立了“生态系统管理”职位,主要职责包括:向 ETC 生态系统传达协作组织的定期公告;维护并推动与生态系统参与者(如交易所、矿工、矿池、钱包运营商、终端提供商、节点运营商、DApp 开发者及其他参与者)的关系;以及维护并推动与媒体、博客作者、视频博主及行业其他意见领袖的关系。此外,生态系统关系经理还负责维护与 ETC 协作组织捐赠者的关系,并通过各种渠道向投资者、用户、开发者及其他相关方阐述 ETC 的特点与价值。

为了完成这项任务,我们聘请了Donald McIntyre,他曾于 2022 年 11 月至 2023 年 12 月担任 ETC 合作社的高级编辑。2025 年 6 月 28 日,Donald 因在 ETC 技术路线图方面与协作组织董事会成员存在分歧而辞去职务。尽管任期短暂,Donald 在担任生态系统关系经理期间仍开展了多项工作。例如,当部分 ETC 社区成员因协作组织的资金受限而感到不满并提出批评时,Donald 积极参与并管理了这些线上讨论,阐述了协作组织在未来项目上的规划,以及其在维护网络核心基础设施、组织重要生态活动和长期支持 Ethereum Classic 方面所取得的成果。

主要论点可归纳如下:

“ETC 协作组织在支持 Ethereum Classic 方面取得的历史性成就,包括多年来持续维护区块链最核心的基础设施,而这些组成部分在网络中都拥有压倒性的支持与市场份额:

  1. 主办全球独一无二的 ETC 主题会议(三届 ETC 峰会);

  2. 与 LTC 基金会联合举办两届 POW 峰会,均取得巨大成功;

  3. 建立并维护了与区块链行业顶级参与者的合作关系

  4. 高质量完成 CoreGeth 客户端的所有升级,使其与 EVM 标准同步;

  5. CoreGeth客户端在网络中的份额超过 90%(包括直接访问和通过 ETCMC 访问);

  6. ETC 节点浏览器是监控节点数量和参与度的主要资源(即便并非唯一资源);

  7. ETC 合作社运营的启动节点为全球新加入的节点提供启动服务;

  8. 由合作社付费的第三方服务 Blockscout 区块浏览器在 ETC 市场占有超过 90% 的份额;

  9. 由合作社付费的第三方服务 RIVET 终端在 RPC 访问市场占有压倒性份额,包括世界上大多数的加密钱包的接入。

毫无疑问,ETC 合作社一直是 Ethereum Classic 的取得巨大成功和极大影响力的推动力量。

Donald 在担任生态系统关系经理期间所做的其他工作包括:审核、提供反馈,并协助根据 MiCAR 监管框架制作并向欧洲监管机构提交 ETC 白皮书,以便欧洲大陆的交易所和经纪商能够继续在欧盟上市 ETC。MiCAR 合规白皮书的副本可在此处获取。此外,Donald与 ETC 核心开发人员 Diego López León 合作,协助其准备将在 2025 年 8 月 28 日于香港举行的 POW Alliance 大会上发表的演讲材料。

透明度报告

ETC 合作社在 2024 年至 2025 年期间发布了共计三个的季度活动报告,所有这些报告和监管文件均可在 ETC 合作社网站的“文件”页面找到。

财务数据

截至 2025 年 6 月 30 日的三个月和六个月期间(“2025 年第二季度”),尽管本报告遵循一般会计准则,但其中的数据与图表可能并未严格符合 IFRS(国际财务报告准则)或 FASB(美国财务会计准则委员会)的标准。

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2025年第二季度财务业绩

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由于组织架构发生重大调整,本数据披露不再将实际支出与预算同往年数据进行比较。ETC 合作社目前处于维护模式,支出已大幅减少。当前支出主要集中在薪酬、基础设施成本以及管理运营费用。第二季度的薪酬支出包括 1 名全职开发人员、1 名兼职财务/行政人员和 1 名兼职生态系统关系人员。由于 Chris 的职位已完全退出,因此第二季度的成本与第一季度相比略有下降。其他方面没有重大差异。

基础设施费用最高的项目如下:

● Rivet

● AWS

● Blockscout

● Digital Ocean

此外还有少量差旅与通信费用、日常开支、部分法律/会计以及税务工作支出,目前总体月度支出约为 4–5 万美元。

收入

ETC 合作社的收入来源于与 Grayscale LLC 的合作安排,以及捐赠和赞助。在 Grayscale 的安排下,Grayscale 从其 Grayscale Ethereum Classic Trust 中收取的费用中有三分之一会贡献给合作社。与会议相关的赞助,如果是通用性质,则计入收入;若是针对某个特定活动,则抵冲对应费用。

2022 年 3 月是 ETC 合作社从 Grayscale 获得费用的最后一个月份,因为两年期协议已到期。截止 2025 年初,ETC 合作社资产包括 40 万美元现金以及 67,400 枚 ETC 代币。截至 2025 年 6 月 30 日,ETC 合作社托管账户中持有有 63,385 枚 ETC 代币,市值约为 1,050,000 美元,其中 3,000 枚 ETC 在本季度被兑换为美元以满足日常运营现金流。如果没有新的资金渠道,或者所持 ETC 代币市值没有大幅度上涨,ETC 合作社在未来将难以维持运作。

ETC 未实现盈亏

以下数据反映了 ETC 账面价值与截至某一日期的市场价值之间的差额。账面价值是指 ETC 购买并记入财务记录的价值或汇率,以美元计价。该价值将保留在账簿上,直至 ETC 出售。然而,它高估或低估了 ETC 在某一时间点的实际价值,从而低估了 ETC 合作社的流动性。为呈现更准确的情况,报告中呈现了未实现的盈亏,即若当期已出售持有的 ETC,将会反映出的结果。该数据将在每个期间进行调整,以反映当期的市场价格(例如 2025 年第二季度的截止日为 6 月 30 日)。

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财务状况

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ETC 合作社资产

资产主要包括现金、ETC代币和预付款。预付款和保证金的减少是由于部分保证金的释放,现金差额源于 2025年第二季度的运营支出。

负债与权益

应付账款及应计负债主要由应计会计费用和应付工资构成。

免责声明:本文内容不构成任何投资或财务建议。内容转载自ETC Cooperative,仅供行业资讯参考。如有疑问或涉及版权问题,请联系我们进行删除。

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Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di ETC ETC sono presentate come di seguito.

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