刚上线主网的 Aptos 被高估了吗?

FPubblicato 2022-10-18Pubblicato ultima volta 2022-10-20

Introduzione

实际 TPS 只有 4,团队及投资者控制超 80% 的代币供应量。

实际 TPS 只有 4,团队及投资者控制超 80% 的代币供应量。

Aptos 主网于北京时间今日凌晨推出,但目前它的 TPS 低于比特币,并且大多数代币已被质押,或抛售给散户投资者。

首先看一下 Aptos 上的交易速度。Aptos 宣称将会到达 10 万 TPS,但当前的 TPS 大约只有 4。

此外,这些大多数交易都不是实际交易,而是在验证者通信和设置区块检验点时,将元数据写入了区块链网络当中。

目前找不到任何 RPC,也找不到任何验证器来发送交易,很难看出用户如何使用 Aptos。

Aptos Discord 在主网上线不久被禁用,用户无法聊天或提出任何问题。最近 Aptos 虽然打开了几个频道,但类似于开发资源等重要频道仍处于关闭状态。

这里存在一定的疑问,如果 Aptos 上线时出现了新的问题,为什么不公开宣布,反而关闭 Discord,然而假装顺利发布呢?

此外,Aptos 使用链上数据的代币经济学仍然存疑。总地来说,对于散户来说,唯一能做的就是及时出场,避免被割。

Aptos 总供应量是 1000739234.24 个,目前已质押 821111362.91,这意味没有空投或其他方式来赚取主网 Aptos 代币,超过 80% 的代币供应由团队和投资者控制。

还有剩下不到 2 亿个流动性 Aptos 代币,将会在投资者的各大交易所账户里流向散户当中。问题的关键是几乎所有的代币供应都流向了私人团体,没有公开销售,或其他让用户获得代币的方式。

然而并不是所有的希望都落空了,Sui 是另一个使用 move 语言的区块链,甚至 Aptos 知道 Sui 从长远来看更可能获得成功,所以通过抢先发布来获得优势。

目前能做的是等待 Sui 上线,同时在 Aptos 上使用一些应用程序,然后看看将会发生什么。

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