Gnosis DAO面临巨额财库赎回提议，「财库掠夺者」卷土重来

marsbit2026-05-08 tarihinde yayınlandı2026-05-08 tarihinde güncellendi

Özet

一群激进投资者（被称为“财库掠夺者”）向Gnosis DAO发起了一项财库赎回提案GIP-150。该提案提议进行一次自愿参与、按比例分配的财库赎回，允许支持者瓜分财库中超过2.2亿美元储备的一部分。发起人Wismerhill指出，GNO代币市价长期低于其净资产价值，且折价在扩大，赎回可使单枚代币获得约170美元，高于当前131美元的市价。 目前投票正在进行，初期支持票领先，但现有投票中65%为反对票。DeFi社区对此反应不一：一些评论员认为这虽有一定套利逻辑，但缺乏道义正当性；也有人强调Gnosis为生态建设做出了重要贡献，反对此提案。Gnosis创始人对此表示不满，而一些经历过类似事件的项目方则呼吁完善治理机制以避免此类冲突。 这并非首次出现此类“财库掠夺”行动，2023年Rook、Aragon等项目也曾遭遇类似提案。此次投票结果将检验GNO持有者是倾向于短期套利，还是支持项目的长期发展。

一群激进投资者(或者说是财库「掠夺者」)正针对 GNO 代币持有者发起一项财库赎回计划提案。

GIP-150 提议推出一次性、自愿参与、按比例分配的财库赎回方案。如果提案通过,支持方持有者将按比例瓜分 Gnosis DAO 财库中超 2.2 亿美元的储备资金中的一部分。

此次提案距离 Gnosis DAO 投票罢免前财库管理人 KPK 还不到六个月。提案发起人 Wismerhill 表示,GNO 代币市价相较于 Gnosis DAO 财库净资产价值,长期处于折价状态且折价幅度还在不断扩大。

他补充称,尽管 DAO 近期向 Gnosis Ltd 拨付了 2250 万美元资金,但代币相对净资产的折价反而进一步拉大,GNO 所能捕获的价值增益微乎其微。

目前提案投票已开启,截止日期为 5 月 12 日。虽然初期支持票曾大幅领先,但当前已投的 33 万张选票中,65% 都投了反对票。

赎回金额将基于 130 万符合条件的 GNO 代币按比例计算,Gnosis Ltd 所持代币不在赎回范围内。提案给出的理由是,该实体本就长期获得 DAO 资金扶持。

据此测算,单枚代币赎回价值约 170 美元,较 GNO 当前 131 美元的市价高出近 30%。

DeFi 社区各方反应

DeFi 评论员、GNO 持有者 Ignas 坦言:「RFV 这套逻辑确实有一定道理」,但同时指出「这纯粹就是一笔套利交易,根本算不上什么道义之举」,他本人已投下反对票。(注:RFV 是 risk-free value 的简写,意为无风险价值。)

以太坊基金会 DeFi 负责人 ivangbi 也持相近观点,既然 Gnosis 从未对外宣传财库资产为代币价格兜底,那持有者在道义层面并无主张瓜分财库的正当权利。

也有不少人顾及 Gnosis 为行业生态做出的贡献,不认同这项提案。Gnosis 旗下拥有 Safe、CoW Swap、Gnosis Pay、Gnosis Chain 等核心基建项目。

Gnosis 创始人 Sebastian Bürgel 直言,业内最受敬重的生态建设者,何时沦为了对冲基金的收割标的?Jito 生态负责人 Nick Almond 则直接将该提案定性为赤裸裸的财库砸盘跑路行为。

曾在 2023 年遭同类势力狙击的 Aragon 团队代表 Anthony Leutenegger 观点更为折中理性。他呼吁行业完善程序化代币持有者权益机制,以此更好协调各方激励、化解此类争议。

过往 RFV 狙击案例

该群体曾在 2023 年多次发起同类财库套利行动,业内也因此给他们贴上 RFV 掠夺者的标签,不过该群体并不认可这一称呼。

当年被盯上的项目包括 Rook、FEI/Tribe 以及 Aragon,其中 Aragon 最终被迫调整财库资金用途,将其改造为生态捐赠资助计划。

就在不久前,Beefy Finance 代币 BIFI 在 4 月跌破其财库净资产价格后,该 DAO 迅速推出回购机制,正是为了避免遭到 RFV 势力的突袭套利。

而针对此次 Gnosis 事件,提案发起人 Wismerhill 此前曾坦言自己一直十分欣赏 Gnosis DAO,还曾预判罢免 KPK 之后,Gnosis 后续会做出更多商业利益导向的决策。

眼下这场投票,终将检验 GNO 持有者究竟更看重短期商业套利收益还是长期生态建设价值。

İlgili Sorular

Q这篇文章主要讲述了关于哪个DAO组织的什么事件？

A这篇文章主要讲述了关于Gnosis DAO的事件：一群被称为“财库掠夺者”的激进投资者向GNO代币持有者发起了一项提案（GIP-150），提议按比例赎回Gnosis DAO财库中的一部分巨额储备资金，引发了社区关于短期套利与长期生态建设价值的争议。

Q提案GIP-150的核心内容和目的是什么？

A提案GIP-150的核心内容是提议推出一次性、自愿参与、按比例分配的财库赎回方案。目的是让支持该提案的GNO代币持有者能按比例瓜分Gnosis DAO财库中超2.2亿美元储备资金的一部分，以获取相较于代币市价更高的赎回价值。

Q根据文章，反对这项赎回提案的主要观点有哪些？

A反对这项赎回提案的主要观点有：1. 这纯粹是套利交易，缺乏道义支持（如评论员Ignas的观点）。2. Gnosis从未承诺用财库为代币价格兜底，因此持有者无权主张瓜分财库（如以太坊基金会DeFi负责人ivangbi的观点）。3. 损害了为行业做出重要贡献的Gnosis生态（如Safe、CoW Swap等项目）。4. 这是一种砸盘跑路的短期行为（如Jito生态负责人Nick Almond的观点）。

Q文章中提到的“RFV”是什么意思？并举一个文中提到的相关案例。

A“RFV”是“risk-free value”的缩写，中文意为“无风险价值”。在文中语境下，指通过提案迫使DAO财库赎回资产，以获取高于市场价的、类似无风险的套利机会。文中提到的相关案例是：2023年，同一类群体曾对Aragon发起过类似的财库套利行动，最终迫使Aragon调整财库资金用途，将其改造为生态捐赠资助计划。

Q提案发起人Wismerhill提出此提案的主要理由是什么？

A提案发起人Wismerhill提出此提案的主要理由是：GNO代币的市价相较于Gnosis DAO财库的净资产价值（NAV）长期处于折价状态，且折价幅度还在不断扩大。尽管DAO近期向关联实体Gnosis Ltd拨付了大笔资金，但代币相对净资产的折价反而进一步拉大，GNO代币能从中捕获的价值增益微乎其微，因此希望通过财库赎回让持有者直接获取价值。

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