Chaos Labs创始人：Edge Oracle Network解决DeFi关键风险

marsbitPublicado em 2024-09-12Última atualização em 2024-09-12

从隐秘中崭露头角：

Edge Oracle Network 今天，@chaos_labs 推出了 Edge，我们的风险感知去中心化预言机协议。Edge 已经上线，并作为 @JupiterExchange 的主要预言机，保障了超过 300 亿美元的交易量，在过去两个月中支持了超过 60% 的 Solana 永续合约交易量。

chaos_labs

重新定义下一代 10 万亿美元链上预言机

多年来，我们在区块链金融风险和经济安全方面的研究揭示了现有预言机架构中的关键漏洞和弱点。Edge 代表了预言机设计的左移，通过将风险、安全性和实时市场背景更早地集成到数据管道中。这个智能预言机在尾部和黑天鹅事件的 p99 精度上保持准确性——在传统预言机失效、破产高峰时，这种精度尤为重要。对于 DeFi 开发者来说，这意味着可以在无需成为预言机安全专家的情况下进行创新。

随着 DeFi 规模扩大到 10 万亿美元以上，关注点从单纯的 99.9% 正常运行时间转变为 0.1% 可能破坏协议的事件的万无一失的准确性。Edge 的风险引擎超越了 API 包装器，集成了实时安全性和数据完整性，以满足 DeFi 2.0 的需求。简而言之，Edge 是我们作为风险管理者所希望拥有的 Oracle——现在已成为整个生态系统的现实。

预言机风险：沉默的杀手

市场风险管理一直是 DeFi 的主要关注点，但预言机风险已成为一个无声杀手。早期中心化预言机依赖于单个数据点，因此存在严重漏洞。Compound 事件（操纵 Coinbase 市场，提供价格信息，导致数百万美元损失）为行业敲响了警钟。

chaos_labs

https://decrypt.co/49657/oracle-exploit-sees-100-million-liquidated-on-compound

这次事件让我们深刻认识到跨多个数据源实现价格冗余和中值化的必要性。

预言机 1.0 - 信使型预言机

第一波 DeFi 的发展由“信使型预言机”推动——这些是 Web2 和区块链网络之间的可靠通道，重点在于网络可靠性和延迟。然而，信使型预言机对所传输的数据、其更广泛的市场背景或其消费方式一无所知。这一设计缺陷将数据净化和质量保证的责任转嫁给了消费应用，给 DeFi 开发者带来了意想不到的挑战。

我们在 DeFi 领先协议的风险管理方面的领导地位，以及我们在安全战斗室中的前线角色（包括关键的预言机事件），为我们提供了独特的洞察力，使我们能够看到这些不断演变的挑战。我们亲眼目睹了现有系统中的漏洞和弱点，尤其是在市场动荡期间数据准确性至关重要的时候。这种独特的视角使我们能够构想并创建 Edge——旨在直接解决这些系统性问题的下一代预言机技术。

“信使型预言机”的挑战

  1. 风险管理者必须设置过于保守的参数，牺牲资本效率来弥补无法解释高级风险情景的 Oracle。
  2. 应用程序构建者被迫成为安全/风险专家，从而将注意力从核心产品开发上转移。
  3. 实施检查和风险引擎需要链下数据和低延迟计算，这在链上应用层并不理想。

虽然这些预言机足以应对比特币等流动性资产，但在当今碎片化的 DeFi 环境中却显得力不从心。L1、L2、LST、LRT、RWA 和跨链协议的激增使得准确的价格发现变得越来越复杂。

Avi Eisenberg 对 Mango Markets 的攻击暴露了预言机的关键漏洞。薄弱的定价场所标准和缺乏类似价格平滑的风险引擎（针对流动性薄弱的市场）被用作武器，证明了网络可靠性和简单价格报告远远不够。

chaos_labs网络中流动性和价格发现的分散化使得资产定价变得越来越复杂。对于杠杆市场，任何定价不准确都会成为潜在的漏洞载体。

我们的理念

在chaos_labs我们认为风险管理与 Oracle 密不可分，如果不深入了解 Oracle 的定价机制，就无法承保资产或市场风险。相反，创建一个强大、安全的 Oracle 需要了解资产的市场结构、操纵成本以及应用程序如何使用数据。这一认识推动了 Edge 的发展。

Edge 预言机

chaos_labsEdge 的架构不仅能提供价格，还能提供上下文完整性。它了解市场动态、流动性分散以及跨多个链和协议的潜在操纵向量。

Edge 的主要特点：

  • 链下和跨链数据聚合和分析
  • 本机风险管理和异常检测
  • 针对杠杆和衍生品市场的低延迟、高安全性设计
  • 减轻应用程序开发人员进行价格完整性检查的负担

Edge 旨在满足现代 DeFi 应用程序的需求，在这些应用程序中，毫秒和价格准确性可能意味着蓬勃发展的协议和毁灭性的漏洞之间的区别。对于开发人员来说，这意味着专注于构建用户价值，而不是成为 Oracle 安全专家。Edge 处理复杂的风险模型和数据验证，让团队可以满怀信心地进行创新。

未来展望

Edge 价格和风险预言机现已上线，并正在集成到 EVM 和 Solana 的领先应用程序中。我们很高兴看到开发人员如何利用 Edge 创建更安全、更高效的 DeFi 协议。

我们已经看到 Jupiter 社区的执行情况显著改善。这种现实世界的验证激励我们继续推动预言机技术的可能性边界。在接下来的几周内，我们将完全去中心化 Edge Oracle Network。@galaxydigital、Nethermind 和 Blockdaemon 等合作伙伴将加入网络参与者的行列，进一步提升安全性和可靠性。

在 Chaos Labs，我们相信稳健的风险管理和可靠的、具有上下文感知的数据是一个繁荣 DeFi 生态系统的基础。Edge 是我们为实现这一愿景所做的贡献。

如果您正在构建 DeFi 应用并希望利用 Edge 的力量，请与我们联系。我们可以一起创造一个更安全、高效和创新的区块链金融环境。

Leituras Relacionadas

When Futu Turns into a Matchmaking Corner: Overseas Identity Becomes the Hard Currency for the Middle Class

When Futu Becomes a Matchmaking Corner: Overseas Status as the New Hard Currency for China's Middle Class Following a severe penalty announcement from Chinese regulators on May 22nd targeting offshore brokerages like Futu, its app community unexpectedly transformed into an impromptu matchmaking platform. Users posted相亲 (matchmaking) requests, explicitly seeking partners with overseas residency or citizenship, revealing a stark new reality: for China's middle class, an overseas identity has become a crucial asset. The regulatory crackdown, which restricts mainland Chinese residents from opening new accounts to buy overseas securities like US stocks, has sharply escalated the value of a foreign passport or permanent residency. This status now acts as a gateway to global asset allocation—including US equities, offshore property, and foreign currency deposits—effectively becoming a new form of "hard currency." Its scarcity, non-transferability (except through marriage, inheritance, etc.), and role as a hedge against domestic uncertainty have driven its premium. The article traces the evolution of how China's middle class views overseas resources: from an investment for opportunity (2000s), to risk diversification (2010s), and now to a mandatory "insurance policy" for financial access. With the regulatory window closing for many, the demand is shifting towards securing such status for the next generation through international education. The surreal scene of high-performing investors posting dating resumes underscores a 2026 where financial talent can be secondary to the right passport.

marsbitHá 12m

When Futu Turns into a Matchmaking Corner: Overseas Identity Becomes the Hard Currency for the Middle Class

marsbitHá 12m

Understanding Bound in One Article: The "Multi-signature + Timelock" Escape Mechanism and the Off-Chain Matching Black Box

**Title**: Understanding Bound: The Escape Mechanism of "Multi-Sig + Time Lock" and the Off-Chain Matching Black Box **Summary**: Bound Exchange, evolved from the earlier radFi platform, introduces a novel approach to Bitcoin trading by combining self-custody security with exchange-like speed. Its core mechanism relies on a 2-of-2 multi-signature (multi-sig) address for user deposits. One private key is held by the user via a passkey, and the other is held by Bound. This setup requires both keys to sign any transaction, preventing Bound from unilaterally accessing user funds (non-custodial). To address the risk of Bound becoming unavailable, a 3-month timelock is integrated into the Bitcoin script. After this period, users can withdraw their assets with just their single signature, ensuring an escape hatch. For trading, Bound operates a concentrated liquidity AMM. However, as Bitcoin L1 lacks smart contracts, the AMM curve, liquidity management, and trade price calculations occur off-chain in Bound's backend database. On-chain Bitcoin transactions serve only as final settlement receipts for pre-determined amounts. This creates a centralization point: the critical sequence of trade execution—which determines the exact price along the curve for each order—is managed off-chain by Bound in a non-transparent "black box." While the 2-of-2 setup protects user本金 (principal), the pricing and ordering of trades introduce potential operational MEV risks, as the order processing is invisible and unverifiable on-chain. In practice, users can also connect external wallets (like Unisat) for fully self-custodied trading, but this requires manually signing every transaction. The platform currently supports deposits of BTC and Runes only.

marsbitHá 16m

Understanding Bound in One Article: The "Multi-signature + Timelock" Escape Mechanism and the Off-Chain Matching Black Box

marsbitHá 16m

Amid Internal and External Challenges, Is Ethereum's Neutral Route Still Viable?

"Ethereum is facing a dual crisis of market pressure and internal challenges. Its native token ETH is in a mid-term downtrend, with negative sentiment prevailing, weak price action, and significant outflows from ETFs. The ETH/BTC ratio has hit a ten-month low, and institutional holdings have shrunk. Concurrently, the Ethereum Foundation has seen a major exodus of core personnel following its commitment to a neutral, non-commercial development roadmap focused on censorship resistance, openness, privacy, and security (CROPS). This stance has sparked debate. Critics, including former members, argue that the ecosystem lacks a dedicated, well-funded entity to promote ETH's commercial value and compete with rival chains. Proposals suggest creating a new, independent body to drive adoption and token value, forming a dual-model with the Foundation. While some investors view the personnel changes as normal turnover and remain bullish on Ethereum's long-term fundamentals, the immediate path forward is unclear. Analysts believe Ethereum must execute its technical roadmap (like upcoming upgrades), clarify governance, and focus on high-value sectors like DeFi and tokenization to convert its technological edge into a compelling investment thesis. The current downturn tests whether its decentralized model can adapt to balance core principles with commercial competitiveness."

marsbitHá 22m

Amid Internal and External Challenges, Is Ethereum's Neutral Route Still Viable?

marsbitHá 22m

Technology Has No Barriers, 24/7 Trading is the Key to Hyperliquid's Success

The article argues that Hyperliquid's competitive edge lies not in technological superiority but in its 24/7 trading model, which fundamentally challenges traditional finance's fixed market hours. Based in Singapore with an 11-person team, Hyperliquid has generated significant revenue and trading volume. Its core advantage is the ability to facilitate trading continuously, including during weekends when major exchanges like the CME are closed. This was demonstrated when Hyperliquid listed a SpaceX pre-IPO perpetual contract on a Sunday, allowing the market to price the company hours before traditional institutions opened. This disruption has drawn regulatory scrutiny from traditional giants like CME and ICE, who cite risks like lack of KYC and market manipulation. However, the article suggests their concern stems from Hyperliquid eroding the "time monopoly" of established markets. The piece contrasts Hyperliquid's synthetic derivatives—pure price-betting contracts with no underlying asset or centralized issuer—with other models like PreStocks (dependent on real股权) and Ondo (licensed but targetable). Hyperliquid's code-based, decentralized structure makes it resilient to takedowns, even if founders face legal action. Ultimately, the author concludes that while it raises legitimate regulatory questions, Hyperliquid's "unforgeable" competitive barrier is the time advantage of non-stop trading, a feature legacy systems cannot replicate.

marsbitHá 22m

Technology Has No Barriers, 24/7 Trading is the Key to Hyperliquid's Success

marsbitHá 22m

New Information Laundering in Prediction Markets: How Secrets Blend into Investment Signals

"The New Information Laundering in Prediction Markets: How Secrets Infiltrate Investment Signals In late February 2026, nine linked anonymous wallets on Polymarket placed over 80 bets on specific details of a US-Iran war, winning over $2.4 million with a 98% win rate. This exemplifies 'information laundering'—a destructive flaw inherent to prediction markets. These markets function by aggregating trader supply and demand on an order book to set prices, which represent collective probability estimates. This makes them valuable real-time sentiment indicators for institutions. However, the system cannot distinguish between public information and stolen secrets. Confidential information enters one end, and 'clean' market prices—bearing no trace of their illicit origin—emerge from the other. For example, an insider knowing of an imminent strike can buy contracts at low odds, pushing the price up and disguising the secret as a savvy market signal, then profit massively when the event occurs. Analysts can sometimes uncover these schemes due to the blockchain's transparency, as seen with Bubblemaps. Paradoxically, this same transparency can inadvertently broadcast secrets to adversarial observers, providing them with low-cost intelligence. Current laws, like insider trading regulations focused on corporate information, fail to address this issue, especially concerning events like military actions with no 'issuer.' Jurisdictional challenges are amplified as platforms operate offshore, easily bypassing national bans with VPNs. Recent US congressional investigations and proposed bills aim to ban war betting and trading on non-public information by officials. The core issue is that information laundering is not a bug but a feature: a market that perfectly converts knowledge into price will inherently reward those with the best information, including those who obtained it illicitly. As prediction markets grow, potentially reaching hundreds of billions in volume, society must confront whether it can tolerate a machine that profitably transforms its most guarded secrets into public, tradable numbers."

链捕手Há 31m

New Information Laundering in Prediction Markets: How Secrets Blend into Investment Signals

链捕手Há 31m

Trading

Spot
Futuros
活动图片

Categorias popularesright-arrow

Etiquetas Popularesright-arrow