三代币模型+POL共识机制,Berachain能否打破DeFi流动性困局?

Odaily星球日报Publicado em 2024-02-04Última atualização em 2024-02-04

Resumo

在快速发展的区块链技术世界中,Berachain以其活跃的社区文化和创新的共识机制正在掀起波澜。

原文作者:Daniel Li, CoinVoice

三代币模型+POL共识机制,Berachain能否打破DeFi流动性困局?

在快速发展的区块链技术世界中,Berachain 以其活跃的社区文化和创新的共识机制正在掀起波澜。作为新一代的 Layer 1 区块链,Berachain 旨在提供高安全性、去中心化和可扩展性,同时利用模因文化和社区的力量来创建一个充满活力的生态系统。

Berachain 以其独特的三代币模型和流动性共识证明(POL)机制,试图解决 DeFi 领域中的流动性问题。通过将币种分为基础货币、质押货币和流动性货币,三代币模型为用户提供了更多的参与和激励机制。同时,POL 共识机制则通过权益和时间的双重考量,提高了网络的安全性和性能。1 月 10 日,Berachain 推出了测试网 Artio,并计划在今年第二季度上线主网。

Bera 的由来:从 Bong Bears 到 Berachain

Berachain 是一个基于 MEMME 文化建立的公链,其最初的起源可以追溯到不可替代代币(NFT)系列 Bong Bears,它是由四位匿名创始人(Smokey the Bera、Papa Bear、Homme Bera 和 Dev Bear)发起的,他们自称是加密货币原住民。而 Bera 这个名字则是故意拼错的 Bear 为的是致敬加密圈子最有名的单字之一“HODL”。

Bong Bears 团队受到了变基协议 OlympusDAO 的启发, 2021 年秋季,OlympusDAO 的 OHM 代币交易价格高达 1, 300 美元。(此后价格已跌至每 OHM 约 10 美元。)Bong Bears 追随 OlympusDAO 的脚步,该协议在加密社区中迅速获得关注。并很快创建了第一个变基 NFT 集合,从而催生了多个新集合–Bond Bears、Boo Bears、Baby Bears、Band Bears 和 Bit 等不同类型的熊形象 NFT。目前 Bong Bears 系列的 NFT 总价值达到了 400 E+。

三代币模型+POL共识机制,Berachain能否打破DeFi流动性困局?

随时区块链的发展。Bong Bears 团队认识到,传统的权益证明(PoS)机制在提高链的安全性的同时,会导致链上流动性减少,影响交易和流动性提供者(LP)等操作。此外,质押机制也存在质押中心化和奖励有限的问题。为了解决这些问题,Bong Bears 团员决心开发一个新的 layer 1 公链,解决长期以来存在的 DiFi 流动性困局。

Berachain 联创 Smokey The Bera 此前分享的 Berachain 发展史中就曾提到,Berachain 团队核心成员在币圈经历了牛熊后,深感流动性对 DeFi 的意义之大,相比去中心化、可扩展、安全和互操作性等,流动性才是这一切的基础。Bera 团队吸收了 Olympus DAO 的 POL(Protocol Owned Liquidity)概念和 Terra 的原生稳定币概念等成功项目的经验和优势,并避免了它们存在的缺点。

在共识机制方面,Berachain 采用了最前沿的流动性共识证明机制,通过流动性提供者、流动性挖矿、流动性证明和流动性治理等机制,实现了对网络流动性、权益中心化和协议与验证者之间的协调。在整体框架方面,Berachain 使用 Cosmos SDK 和 Polaris EVM 构建了模块化 EVM 框架,为 Berachain 上的智能合约提供执行环境,任何项目都可以使用 Berachain 集成和构建新的模块化 EVM。在代币模式方面,Berachain 独创了三代币模型,将 gas Token 和治理 Token 进行分离,一定程度上解决由于代币质押导致的流动性丢失问题。在文化方面,Berachain 社区氛围好,具有 MEME 文化,且不排斥 Ponzi,这极大加速了 Berachain 生态的建设和发展。

Berachain 的发展吸引了广泛的关注和支持。它在融资方面取得了显著的成就, 2023 年 4 月 20 日,Berachain 公布了他们 42.069 M的 A 轮融资。这轮融资由多个知名机构和个人领投,包括 Polychain Capital、OKX Ventures、Hack VC、Dao 5、Tribe Capital、Shima Capital、Robot Ventures、Goldentree Asset Management 等。除了这些机构,还有 20 位 DeFi 项目创始人参与了投资,其中包括蜻蜓资本前合伙人、Celestia 创始人 Mustafa Al-Bassam 和 Tendermint 联合创始人 Zaki Manian 等。

PoL+三代币模式:Berachain 技术特点和优势

尽管 Berachain 起源于模因文化,但它并不是一条技术薄弱的 MEME 链。这一点在 Berachain 宣布其公共测试网 Artio 上线时得到了充分验证,Artio 上线不到 10 天,就吸引了超过 100 万的测试网用户和超过 70 个生态 DApp。Berachain 与传统的 MEME 链最大的核心优势在于其独特的代币模型和共识机制。

Berachain 的代币模型

Berachain 使用三代币机制,分别是 BERA、BGT(治理代币)和 HONEY 稳定币。每个代币在网络中扮演着特定的角色,并共同构建了 Berachain 生态经济。

三代币模型+POL共识机制,Berachain能否打破DeFi流动性困局?

BERA(Layer 1 原生代币):

BERA 是 Berachain 网络的原生代币,用于支付交易的 gas 费用和区块奖励。

BERA 通过 gas 费机制维持网络的健康和活力,同时也是用户参与网络活动的激励手段之一。

BGT(治理代币):

BGT 是 Berachain 的治理代币,具有不可转让性质。

用户可以通过在 BEX 提供流动性、借出 HONEY 以及在 Berps 的 bHONEY vault 提供 HONEY 等方式获得 BGT。

BGT 的持有者可以参与链上的治理决策,例如对质押资产的区块奖励和可质押代币的选择进行投票。

将治理代币与基础的 Gas 代币分离,提高了治理的公平性和透明度,确保最活跃的用户不会因为支付交易费用而失去治理权。

HONEY(原生共识抵押稳定币):

HONEY 是 Berachain 的原生共识抵押稳定币,旨在接近 1 USDC 的价值。

用户可以通过在 Berachain 平台上抵押其他资产来铸造 HONEY。

HONEY 作为链内稳定货币,为去中心化应用提供稳定的交易媒介,增加了平台的可用性和吸引力。

目前尚未发布,待主网上线时,Honey 将能够通过 HONEYdApp 铸造或在 BEX 上购买。

除了三代币之外,Berachain 还引入了区块捕获价值(BCV)的概念。BCV 来自于 BEX、Honey 和 Perps 等 DApp 中的交易费用,验证者将获得这些费用作为奖励。通过质押 BGT,用户可以获得 BCV 的一部分收益,并有机会获得 BERA、BGT 和 HONEY 的奖励。此外,Berachain 还借鉴了 Canto 的公共 DeFi 基建概念,推出原生的去中心化交易所(DEX)、借贷平台和链上永续合约平台。这些公链原生协议所产生的收入将分配给 BGT 持有者,进一步增加 BGT 的价值并为持有者带来更多的收益机会。

流动性证明(Proof of Liquidity,PoL)机制

Berachain 的流动性证明(Proof of Liquidity,PoL)机制是一种基于 Proof of Stake(PoS)的共识机制,其运作机制如下:

1.用户向流动性池提供流动性,获得治理代币 BGT。

2.用户将 BGT 委托给验证者。

3.验证者根据委托 BGT 的比例权重生成区块,委托者和验证者从链上获得奖励。

4.验证者对不同流动性池未来的 BGT 通胀设置进行投票。

5.验证人从流动性池中收取选票贿赂并将其分配给委托人。

三代币模型+POL共识机制,Berachain能否打破DeFi流动性困局?

与传统的权益证明(PoS)系统不同的共识机制,PoL 要求用户通过为链内的 DeFi 原语提供流动性来贡献网络安全,PoL 的目的是鼓励用户为网络提供流动性,以此来创造新的 BGT 代币并奖励验证者的贡献。PoL 机制具有以下特点和优势:

多资产质押:与传统的仅使用原生代币进行质押的共识机制不同,PoL 允许用户质押各种资产,如 ETH、BTC 等。这种多样化的质押方式有助于减少对单一资产的依赖,并通过多种资产的流动性支持来增强整个网络的健康和稳定性。

协调验证者和流动性提供者的关系:在 PoL 系统中,用户为某些池提供流动性以赚取 BGT 代币,然后将其用于向验证者进行委托。验证者根据委托给他们的 BGT 比例生成区块,而委托人和验证者则从链上获得奖励。这种机制促使验证者通过激励特定的 LP 池来增加流动性,同时协议可以通过贿赂等机制帮助验证者积累 BGT 质押。

流动性与治理的整合:PoL 机制将流动性的概念整合到区块链的治理结构中。验证者可以投票决定 BGT 在不同流动性池中的分配,从而进一步增强网络的整体流动性和治理效率。

对网络健康的长期影响:通过 PoL 机制,可以系统性地建立流动性,促进有效的交易、价格稳定、网络增长、用户采用率以及去中心化应用的成功运行。这种机制还有助于解决 PoS 系统中存在的质押中心化问题,从而有助于保持链的完整性和防止操纵。

通过流动性证明共识机制,Berachain 能够促进流动性和网络安全性之间的一致性,增强整个网络的健康和稳定性。此外,该机制还将流动性与治理结合起来,提高网络的治理效率。最重要的是,PoL 对网络的长期发展和健康具有积极的影响,它解决了权益证明系统中长期存在的流动性不足,权益集中化等问题。

Berachain 生态项目盘点

目前 Berachain 主网尚未上线,其生态系统还处于早起发展阶段,但凭借其独特的 PoL 证明机制和活跃的社区文化,Berachain 也吸引到了一批优秀的项目加入,以下为大家盘点几个值得关注的热点项目:

三代币模型+POL共识机制,Berachain能否打破DeFi流动性困局?

  • Ambient

Ambient 是一个去中心化交易协议(DEX),允许在任意单一区块链资产上组合集中和持续产品流动性的双向 AMM。Ambient 在单个智能合约中运行整个 DEX,结合了集中和环境稳定产品流动性的双向 AMM 模型,被称为目前最高效的基于以太坊的去中心化交易平台。有消息称,Ambient 将会部署在 Berachain 主网上。

  • honey jar

honey jar 是由 Berachain 种子投资者 janitooor.eth 以及团队其他 11 名成员建设在 berachain 上的生态项目,目前已在 eth 主网上发售了两轮 NFT,其作用是进入整个 berachin 生态中的钥匙,你只需要持有 Honeycomb 即拥有了 Berachain 生态系统上的看涨期权。

  • Beradrome

Beradrome 是 Berachain 生态系统不可或缺的一部分,作为流动性和低滑点的交易中心。它结合了各种自动化做市商(AMM)模型的功能,为流动性挖矿、代币管理和链上激励提供了独特的策略。Beradrome 平台旨在协调 Berachain 生态系统内的激励措施,为用户提供全面、高效的交易体验。早在一年前 Beradrome 便推出了其 Tour de Berance NFT 系列,并进行了多次测试网测试,而其 NFT 也明确表示将依据稀有度待主网上线时能得到治理代币$Bero 空投。

  • Sudoswap

Sudoswap 是一个 NFT 交易市场未来将部署在 Berachain 主网上,它使用与 Uniswap、Curve 等 DeFi DEX 相同的 AMM 模式为 NFT 市场交易带来流动性。Sudoswap 的主要特点是,它允许 NFT 持有者通过创建交易池成为流动性提供者这对拥有大量相同的 NFT 并希望合理设定底价的 NFT 持有者或交易商来说非常有用。Berachain 正式上线后有望将开启蓝筹 NFT 的桥将许多主网上的 NFT 桥接至熊链并给予激励,而 Sudo 则是第一批宣布将投身 Berachain 的 NFT 市场。

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