Cosmos 2.0 升级关键时刻:影响深远的三大提案悬而未决

白话区块链Pubblicato 2022-11-07Pubblicato ultima volta 2022-11-07

Introduzione

很多人可能不知道的是,现在的Cosmos,正处在一个非常关键的时刻。

很多人可能不知道的是,现在的Cosmos,正处在一个非常关键的时刻。

你可能会疑惑?嗯?什么关键啊,不是前段时间刚刚发布了Cosmos2.0的路线图么,Token价格也随之一路走高,貌似一切都在朝着良好的方向发展着?

整体确实是这么回事儿,然而,这个Cosmos 2.0,是要投票通过才能部署实施的,不然怎么叫Web3呢?然后好巧不巧,Cosmos一开始的创始人Jae kwon 又回来搅局了,提出了一个Cosmos One的路线图,现在正在和Cosmos2.0路线图的提案PK中,再加上一个Cosmos Zero的基础宪法级的提案,目前Cosmos 社区正在为这"三大宪法"热火朝天的投票、辩论……

简单来看下这三个提案:

01

三个提案

1、81号提案 - 零号宪法

这个提案很简单,主要规定了如下的基础规则,即对项目符合下面4个任意一个条件的更改,都必须拿到2/3的Yes投票才可以通过,4个条件如下:

对已实现的Token经济学的任何更改(除了错误修复)

任何超出 ATOM 默认通胀的Token通胀

治理过程的任何变化

任何宪法的通过(除了这个最低限度的宪法)

仔细一琢磨,其实你会发现81号提案的目的很有可能是为了限制82号提案的,而82号提案正是Cosmos2.0的路线图,不过目前来看反对居多,所以大概率是影响不到82号提案了。

然后再来看下82号提案。

2、82号提案 - Atom2.0

这就是传说中的Cosmos2.0路线图提案, 之前我们文章《热度比肩以太坊的Cosmos生态现在发展得怎么样了?(下)》专门讲过,主要就是四点关键性改动:

链间安全性 ICS(Interchain Security) - 实现了Cosmos Hub的部分共享安全,提高Atom Token的价值捕获 (Cosmos Hub 是一个开放的权益证明(POS)的区块链,其原生staking Token为Atom)

流动质押 - 赋予质押的Atom以流动性(类似Lido的stETH)

链间调度器 - 提取跨链MEV,给协议赚钱

链间分配器 - 给生态项目拨款,繁荣整个Cosmos生态建设

当然还有一个很关键的改动就是Atom Token的增发机制,新的Token经济学把Atom的发行分成了过渡和稳定阶段,过渡阶段36个月,疯狂增发给国库(1000万每月但每月指数型递减),相当于做了一轮融资,36个月之后的每月增发下降到30万颗,保持通胀在0.1%。

长远来看当然很有利,但短期的疯狂增发还是引来了社区很大的争议,所以现在为了应对Cosmos One,也就是83号提案,Cosmos2.0的路线图做出了一些修改,主要针对的便是之前Token增发国库部分的修改, 把第一年增发的4000万颗Atom改成了400万颗,以注入社区池的模式来资助Atom2.0里提到的所有特性(开发成本,链间安全,链间分配器等等),在那之后,社区可以以投票的形式决定是否发行更多的Atom(400万一份,最多12份)来满足上述需求。

目前来看投Yes的居多,然而是否真的能通过还两说,原因放在文末说,先来看83号提案。

3、83号提案 - Atom One

这是Cosmos原创始人Jae对于Cosmos未来的规划。

推特上对于他的提案立场比较微妙,有人戏称,Jae就像是一个在你孩童时期离家出走的老爸,生了你却没怎么养过你,没有尽到父亲的责任,现在你长大了,他却回来对你未来的人生规划开始指手画脚,仔细想想,是有那么点意思在里面。

当然这只是情感层面的东西,Atom One的路线图还是有一些自己独特的东西的,Jae表示支持链间调度和分配之类的方案,他对于Cosmos2.0不认同的点主要在于链间安全的实施方式与在他看来夸张的国库分配,他提案里主要的方式是基于一个叫做Photon的新Token。

这个Photon Token只能通过Bond Atom Token来质押铸造,Photon可以用来做Gas,或是ICS等替代Atom来实现各种功能,从而让Atom Hub保持一直以来提倡的最小化功能。

这个想法其实Jae几年前就有过提出,但一直没能得以实施,这次也是借着Cosmos2.0上线,再尝试一次,而社区对于这个新Token的争议甚至比Cosmos2.0路线图里疯狂增发的新Token模型还要大,Cosmso的一位核心开发人员更是直接表示,从来没见过哪个底层公链双Token模型可以运行良好的先例。

目前来看,投No的居多,Yes很少,大概率是通不过,Jae这个"离家出走的老爸"想要回来对儿子指手画脚的愿望应该是落空了。

然而82号提案,也就是说Cosmos2.0的路线图就一定能够顺利通过么?

也不一定。

02

这次投票可能结果和一些值得注意的事

可能结果:Cosmos投票的时候有四个选项

Yes和No不用说,第三个No with Veto则是在不赞同之外还要行使否决权,Abstain则是弃权。

Cosmos的任意一项提案,当否决权票数大于1/3时便会作废,无论投Yes的有多少。

现在No with Veto的比例在写文时是26.8%,所以过几天结束时会不会达到33.3%,仍未可知。

但整体来说问题不大,因为即便是2.0的方案没有通过,大概率也会把2.0路线图几个主要功能摘出来进行逐一投票,基本上都可以得到实施,投否决权主要就是因为国库增发的问题,毕竟这是切实影响到Token流通量,价格以及每个持有人切身利益的事情,所以如果真的到了那一步,肯定就是Token模型单独摘出来一个新提案,仔细讨论,重新投票,直到取得社区共识为止。

Atom One提案不看好

除了目前从投票率上看Jae的Atom One大概率通过不了之外,还有一个很重要的因素便是开发者共识,目前Cosmos团队以及主要开发人员基本都是支持Atom2.0的,所以即便Atom One更先进,或是拿到了更多的选票,但对后续的开发推进工作来说,会是一个大问题。"开发者共识"是一个底层公链升级影响非常之大的一个因素。

部分交易平台下场

之前通过各大交易平台质押的Atom Token,交易平台通常只会帮助代领Staking收益,而不怎么参与各项提案的治理工作,为的是更好的去中心化,但这次的重大提案,确实吸引到了部分交易平台下场代为投票,比如Huobi第八次参与的治理,Kucoin更是史无前例的第一次参与投票,而其他大平台这些节点依旧保持着0治理的"光荣传统",等到投票期结束,可以再查下有无新的大节点入场参与。

不管怎么说,这次Cosmos升级都是得到了各界的关注,随着模块化与应用链概念的崛起,相信Cosmos的未来一定会越走越好。

朋友们,对此你有什么看法呢?

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