Flare为XRP提供质押服务，XRPFi将成为新叙事？

Odaily星球日报Published on 2024-12-03Last updated on 2024-12-03

Abstract

Flare 要像 Babylon 为比特币提供质押服务一样，为 XRP 网络提供一套类似的原生服务。

原文作者：Haotian（X：@tme l0 211 ）

有点意思，@FlareNetworks 提出为 XRP 网络提供一套质押服务，目标让 XRP 持有者能参与进其他诸如预言机、L2 等 web3 应用场景中。很多人只看到了 $XRP 的连续暴涨，殊不知 $FLR 也毫不逊色跟了 3 倍涨幅。不禁问，瑞波币和 Flare 网络到底啥关系，继 BTCFi 之后，XRPFi 也会成为新叙事？接下来，简单梳理下：

1）瑞波币 XRP 是典型的老币种，其诞生于 2012 年（比以太坊要早很多），目标要替代传统银行间的 SWIFT 支付和结算系统，实现高速低成本的跨境支付应用。

可能正因为此，XRP 网络的设计并没有采用智能合约的网络机制，也许是为了专注于做高扩展性的支付性能，也许是当时还没有条件让 XRP 网络承载更多额外功能。

总之 XRP 没有 web3 环境下大家熟知的一系列 DeFi 质押有关的功能。

2）XRP 和 @FlareNetworks 结缘于 2021 年左右，Flare 宣布要为 XRP 持有者空投 15% 比例的 FLR 即 150 亿枚。为什么 FlareNetwork 要这样做？

上边背景说了，XRP 网络没有智能合约功能，FlareNetwork 则推出了 FAssets 协议，可以为 XRP 网络提供一套跨链资产互操作性服务，帮助 XRP 通过 Flare 网络和其他 EVM 环境实现打通。

这和 @babylonlabs_io 通过一套加密算法协议为比特币网络提供一套 POS 质押收益网络类似，让一个底层资产不具备质押挖矿的网络间接实现了质押功能。

3）具体而言：用户可以把 XRP 存入特定地址，Data Connector 即跨链「节点」角色监控并验证用户在 XRP 链上的存款交易，继而以 1: 1 锚定关系在 FlareNetwork 上铸造 F-XRP，并需要一定的 FLR 代币作为抵押担保，抵押率也会动态调整，并有一定的清算机制以确保安全。相应的，用户可以随时赎回原始 XRP 解锁对应抵押品。

听下来，这和不少比特币 layer 2 方案为比特币网络提供网络扩展服务采用的理念类似，即用相对技术 Native 的方式让一个不具备智能合约约束的资产在另一个异构网络实现流通。

只是，好奇的是，三年前 FlareNetwork 就锁定了为 XRP 网络提供服务，也难怪，这一波瑞波币的暴涨也间接拉动了大家对 FLR 的市场预期。

4）不过，Flare 并不满足于只提供「FAssets 的资产跨链服务」，按照其创始人 @HugoPhilion 的想法，Flare 要像 Babylon 为比特币提供质押服务一样，为 XRP 网络提供一套类似的原生服务，这样做可以让 XRP 流入到其他公链系统当中以扩大 XRP 代币的 web3 应用场景，比如：预言机服务、Layer 2、DID 等等。

这么做其实只是在延续 Flare 一开始为 XRP 网络提供网络拓展的愿景，但往更深一层次想就会发现并不简单。

因为，比特币已经不再局限于原先的储备资产属性，围绕比特币产生了一个百链齐发的 BTC 大扩展生态。Babylon 则作为关键卡位，为比特币生态提供了一套原生资产「跨链」服务，意欲支撑起整个比特币 layer 2 生态。

如若 XRP 代币的网络效应进一步增强，也出现一个对应的瑞波币网络增强拓展生态呢？会是 BTCFi 之后下一个 XRPFi 叙事潮吗？

真那样的话，Flare 要做比特币生态中 Babylon 的角色意义有多大，可想而知。

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