从Paradigm投资到软Rug,Friend.Tech的激荡一年

Odaily星球日报Publicado em 2024-09-10Última atualização em 2024-09-10

Resumo

自上线以来共产生约8929万美元费用收入,其中4467万美元分配给创作者,剩余部分归Friend.Tech团队所有。

如果用一张图形容 Friend.Tech。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

2024 年 9 月 8 日,曾红极一时的加密社交应用 Friend.Tech 发布公告称已经项目管理和所有权参数已设置为 0x000...000 的以太坊空地址,即锁定当前系统,阻止进一步更改,意味着 Friend.Tech 放弃对智能合约的控制,平台已基本关闭。

Friend.Tech 由匿名开发者 Racer 创建,并于 2023 年 8 月 10 日在 Base 上推出。推出第一天,日活跃用户便达到 136,000 人。

8 月 15 日,Friend.Tech 宣布将向 App 测试用户空投奖励积分。测试期间,这些积分将在链下进行收集,并且在应用程序正式发布后有特殊用途,一开始 Friend.Tech 便埋下了将会空投的种子。

8 月 19 日,Friend.Tech 在社交平台上表示已完成种子轮融资,Paradigm 参投。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

8 月 21 日,推出十天后,Friend.Tech 收入超 1000 ETH,达到 1165.2 ETH。协议交易总量达 25,633.5 ETH,用户总市值为 10,663.3 ETH。24 小时共产生 112 万美元协议费用,超过同期的 Uniswap 和比特币网络,仅次于以太坊和 Lido 协议。

8 月 30 日,Friend.Tech 披露平台数据称大约 2 万名 Key 持有者每天查看 room 阅读消息,次日留存率超过 75%,周留存率超过 50%,此外,活跃 Key 持有者平均每天使用 Friend.Tech 的时间超过 30 分钟。

9 月 1 日,Friend.Tech 日交易量已从 8 月 21 日的 1600 万美元锐减至约 70 万美元,降幅超 95%。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

2023 年 8 月底至 9 月初,Friend.Tech 收入低谷期

随着技术问题修复,Friend.Tech 信任危机解除后,其协议收入又再次增长。9 月 8 日,据 DeFiLlama 数据显示,Friend.Tech TVL 突破 1000 万美元,达 1035 万美元。创下自今年 8 月份推出以来的新高。

9 月 14 日,据 Dune 数据信息,Friend.Tech 协议费用已超 5000 ETH,达 5063.104 ETH(价值约合 837.5 万美元),其累计交易笔数达 4, 597, 737 笔。昨日交易笔数达 53.8 万笔,创历史新高,交易金额约 1.239 万枚 ETH(约 2007 万美元)。

9 月 21 日,Friend.Tech 推出网页版,用户可在浏览器中使用 Friend.Tech。

10 月 1 日,Dune 数据显示,Friend.Tech 协议收入达 10, 319.6 枚 ETH,交易总量达 227, 030.3 枚 ETH,用户总市值为 54, 244.63 枚 ETH。

11 月 20 日,据多方社群消息,目前存在大量 friend.tech 真实账户被误判为机器人账户,导致这些账户本周出现没有分配到积分的情况。

11 月 26 日,friend.tech 创始人 Racer 的推特账号 @0x RacerAlt 已无法显示。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

此后的一段时间,Friend.Tech 官推的更新十分缓慢,直到 2024 年 2 月底开始预热 V2。在此期间,Friend.Tech 团队开始套现。12 月 3 日,Friend.Tech 协议手续费接收地址 (0x dd 9) 在 4 小时前将 7821 枚 ETH ( 1694 万美元) 转入了 Coinbase。

整个 3 月期间,Friend.Tech 的官推没有任何产品更新。

4 月 27 日,Friend.Tech 官方在社交媒体上发文表示完成数据修复及快照,已锁定积分余额。

相关阅读:《friend.tech 的发币过程有多乱?

5 月 3 日,Friend.Tech 开放空投代币 FRIEND 申领,FRIEND 暂报 3.34 美元。

5 月 4 日,Friend.Tech 正式发布 V2 版本。

5 月 18 日,据 Dune 数据显示,Friend.Tech V2 发布以来,Club 数已达 225, 088 个,总交易额达 27, 670, 735 枚 FRIEND,Club 费用达 398, 145 枚 FRIEND。

空投事宜尘埃落定,V2 版本也正式推出,从 Friend.Tech 的官推判断,整个 4 月至 5 月,其账户活跃度明显增加,甚至还会整活。

相关阅读:《「有钱人才能用 FT」,Friend.tech 开始走黑红路线了

5 月 27 日,Friend.Tech 协议的联合创始人 Racer 在其社交平台表示有意将 Friend.Tech 从 Base 迁移出去。同时,Racer 称 Friend.Tech 团队与 Base 的关系一直不稳定,并表示「被 Base 社区所排斥」。截止发稿,Racer 发文的 X 账号暂时无法访问。作为回应,Coinbase 的 Base 负责人 Jesse Pollak 承认 Friend.Tech 团队感到与 Base 和以太坊生态的某些部分「孤立和脱节」。

6 月 11 日,Friend.Tech 的多签地址将 2809 枚 ETH(价值 1011 万美元)转入了 Coinbase。

6 月 20 日,Friend.Tech 表示将准备推出 Friend Chain,此后官方宣布与 Conduit 合作开发基于 Base 的社交专用链 Friendchain,Gas 代币为 FRIEND。但随后 Friend.Tech 删除了这条推文,意味着放弃了 Friendchain 愿景,并遵循社区反馈决定不将 FRIEND 迁移至其他链。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

整个 7 月,Friend.Tech 的官方推特账户都没有发布任何动态。7 月 9 日,Friend.Tech 的独立买家为 5 人,独立卖家为 10 人,日活跃用户数创历史新低。

又是一年 8 月,Friend.Tech 官推每天只会发布一条内容——当日的五个热门 club 名称,似乎是一种极度疯狂之后的摆烂行为。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

一直持续到 9 月 8 日,发布了这条宣告着 Friend.Tech 项目名存实亡的公告,称 Friend.Tech 开发者放弃对智能合约的控制,平台已基本关闭。

公告里表示开发者调用智能合约功能,将控制权转移至以太坊的空地址,锁定当前系统,阻止进一步更改。「目前来自智能合约或网站的任何费用都不再流向 Friend.Tech 开发团队的多签钱包。」虽然平台看似仍会继续运作,但控制权的放弃几乎使得引入新功能变得不可能,合约所有权撤销阻止了有意向为该社交平台添加功能的新团队收购该平台。

从Paradigm投资到软Rug,Friend.Tech的激荡一年

从与 Base 关系的微妙变化到 Friend Chain 愿景的夭折,Friend.Tech 自更新 V2 及发布空投后便一路坠机。Friend.tech 自上线以来共产生约 8929 万美元费用收入,其中 4467 万美元分配给创作者,剩余部分归 Friend.tech 团队所有。回顾这一年的项目发展节点,曾在去年同一时间如日中天的独角兽如今人走茶凉,叫人唏嘘。

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