不差钱的SVM新星,Fogo究竟有何亮点?

Odaily星球日报Publicado em 2025-01-28Última atualização em 2025-01-28

Resumo

没有SOL也能实现交易。

原文作者:shushu

Solana 重返巅峰的过程中,SVM 赛道变得热闹非凡,前有 Eclipse、Sonic,后有 SOON、Fogo,背后都是名号响亮的团队和资方。最近刚刚宣布完成了两笔融资的 Fogo 投资者名单上已经有超过 3000 位天使投资人。

什么是 Fogo?

Fogo 是一条正在开发的新型 SVM 链,通过结合传统金融的性能与去中心化基础设施,为链上「机构级」金融服务提供可能。

Fogo 目前处于开发者网络(devnet)阶段,据称已实现超过每秒 5.4 万笔交易。测试网预计将于今年第一季度上线,主网则预计在第二季度推出。

不差钱的SVM新星,Fogo究竟有何亮点?

而 Fogo 已经开始叫嚣新公链 Monad 说其「太慢」,据白皮书介绍,Fogo 具有以下三大特点:

一、基于 Firedancer 的统一客户端实现:通过纯 Firedancer 实现的高性能客户端,FOGO 能够达到其他网络(包括 Solana)无法企及的性能水平。

Firedancer 是 Jump Crypto 的高性能 Solana 兼容客户端实现,通过优化的并行处理、内存管理和 SIMD 指令,展示了比当前验证节点客户端更高的交易处理吞吐量。

Firedancer 有两个版本:「Frankendancer」,一种混合版本,使用 Firedancer 的处理引擎和 Rust 验证节点的网络堆栈;以及完整的 Firedancer 实现,带有完整的 C 网络堆栈重写,目前处于后期开发阶段。这两个版本都保持了 Solana 协议的兼容性,FOGO 将首先基于 Frankendancer 启动网络,然后逐步过渡到纯 Firedancer。

二、多本地共识与动态共置:允许验证节点在不同时期协调其物理位置,同时保持不同区域的独立加密身份,,FOGO 实现了远低于其他主流区块链的区块时间和延迟。

多本地共识的灵感来自传统金融市场中的「跟随太阳」交易模式。在这种模式下,做市和流动性提供随着交易日的进展在主要金融中心之间迁移,从而实现连续的市场操作,同时在特定地理区域保持集中的流动性。

三、精选的验证节点集:通过精心挑选的验证节点集,FOGO 激励高性能操作,并防止验证节点层面的掠夺性行为。

初始阶段,验证节点集的筛选将通过权威证明(Proof-of-Authority)进行,随后过渡为由验证节点集直接管理。通过将筛选权限交给验证节点集,FOGO 可以在不增加中心化程度的情况下,通过社会层惩罚滥用行为。

没有 SOL 也能交易?Fogo 的未来扩展

在 Fogo 的白皮书中,有一章节专门介绍了 Fogo 的未来发展计划,为了扩大网络访问并改善用户体验,FOGO 可能会引入一种 fee_payer_unsigned 交易类型,允许在发起账户中没有 SOL 的情况下执行交易。此功能与链上费用支付程序结合,使用户能够使用 SPL 代币(例如 TRUMP、MELANIA 或 BARRON)支付交易费用,同时保持协议安全性和验证节点补偿。

用户构建包含其预期操作和 SPL 代币支付的交易,以补偿最终的费用支付者。这些交易可以在不指定费用支付者的情况下有效签名,允许任何一方通过添加其签名并支付 SOL 费用来完成交易。此机制有效地将交易授权与费用支付分离,使余额为零的账户只要拥有其他有价值的资产即可与网络交互。

这个功能通过最小的协议修改实现,仅需添加新的交易类型和链上程序来处理中继补偿。该系统为交易中继服务创建了一个高效的市场,同时保持了底层协议的安全属性。与更复杂的费用抽象系统不同,此方法无需更改验证节点支付机制或共识规则。

币圈 OG 名奶,不差钱的 SVM 新星

1 月 25 日,SVM L1 Fogo 在 Cobie 创立的天使投资平台 Echo 平台上以 1 亿美元的代币估值,在「不到两个小时」内完成了 800 万美元的融资。,The Echonomist 领投, 4 CMS Holdings、Big Brain Collective、Patrons 参投。上个月,Fogo 刚刚完成 550 万美元种子轮融资,种子轮融资由 Distributed Global 领投 500 万美元。

Fogo 的联合创始人、前 Jump Crypto 高管 Robert Sagurton 在接受采访时表示本轮融资共有四个 Echo 投资团体参与:

  • Cobie 领导的 The Echonomist 投资 600 万美元;

  • CMS Holdings 的 4 Ventures 投资 100 万美元;

  • The Block CEO Larry Cermak 领导的 Big Brain Collective 投资 50 万美元;

  • 以及由 Synthetix 和 Infinex 创始人 Kain Warwick 领导的 Patrons 投资 50 万美元。

与此同时,Fogo 的创始团队背景也和 Solana、加密货币、传统金融有着紧密的联系。

据 Sagurton 的 LinkedIn 显示,他本人曾在 Jump Crypto 工作超过五年,先后担任全球数字资产销售负责人和业务顾问。在加入 Jump Crypto 之前,Sagurton 曾就职于企业区块链公司 R 3、摩根大通、道富银行以及摩根士丹利。

而 Fogo 联合创始人是 Douglas Colkitt,也是 Crocodile Labs 的创始人,开发了去中心化交易平台协议 Ambient Finance(原名 CrocSwap),其也将计划在 Fogo 上部署 Ambient。

不差钱的SVM新星,Fogo究竟有何亮点?

Leituras Relacionadas

Securitize Drops 40% in First Week of Trading as Tokenization Industry Enters Patent Wars

The article discusses the recent stock performance of Securitize (NYSE: SECZ) and a looming patent war in the tokenization industry. Securitize, a leading tokenization platform and transfer agent for BlackRock's BUIDL fund, debuted on the NYSE via a SPAC merger on July 2. After an initial rise, its stock plummeted nearly 40% within a week, closing at $8.06 on July 7. Analysts attribute the sharp decline largely to typical post-SPAC investor turnover and broader pressure on crypto-related stocks, rather than fundamental business deterioration. Concurrently, Securitize faces significant legal challenges. On June 15, infrastructure rival tZERO accused Securitize of patent infringement concerning its core DS Protocol and Vault Registrar products. Securitize preemptively filed a lawsuit on June 22 seeking a declaratory judgment of non-infringement. tZERO, holding 105 patents, has indicated it has identified at least six other market participants for potential infringement actions, signaling a broader industry-wide patent conflict. A separate lawsuit was also filed by Liquid Rarity Exchange. The article concludes that while Securitize's stock drop may be a temporary SPAC-related correction, the patent disputes initiated by tZERO represent a more profound, long-term risk for the entire tokenization sector, potentially shifting competitive dynamics from business execution to intellectual property litigation.

Foresight NewsHá 21m

Securitize Drops 40% in First Week of Trading as Tokenization Industry Enters Patent Wars

Foresight NewsHá 21m

HKEX Welcomes Its Largest IPO of the Day

Today (July 8th), Momenta successfully listed on the Hong Kong Stock Exchange, becoming the "first Physical AI stock." The company, founded in 2016 by Tsinghua University alumnus Cao Xudong, focuses on autonomous driving as an entry point into Physical AI research. Momenta's IPO price was HK$295.6 per share. With a market cap exceeding HK$70 billion post-listing, it was the largest among the five companies debuting that day. The offering raised approximately HK$6.8 billion and attracted a "star-studded" lineup of 14 cornerstone investors, including top-tier international funds, leading strategic industrial investors like Mercedes-Benz and BYD, and major Chinese financial institutions. The company has pioneered a "flywheel" strategy, integrating mass-produced advanced driver-assistance systems (ADAS) with its full-self-driving (L4) development. Data from over 1 million vehicles equipped with its systems fuels its AI models, enabling continuous improvement. This massive real-world data scale is a core competitive advantage. In April, Momenta launched its self-developed R7 World Model for mass production, a foundational model designed to understand and predict physical world dynamics. The company positions itself not just as an automotive tech supplier, but as a platform-level Physical AI company. Its technology platform has the potential to expand beyond autonomous vehicles into areas like logistics and embodied AI. Financially, Momenta's revenue grew from RMB 743 million in 2023 to RMB 2.413 billion in 2025, with licensing income surging 42-fold during this period. While still reporting adjusted losses, it is nearing breakeven. The company boasts partnerships with 24 global automakers, including 9 of the world's top 10, and holds a 65% market share in China's third-party urban NOA segment. The listing marks a significant moment for Physical AI in global capital markets, reflecting strong investor confidence in Momenta's unique technology path and commercial execution.

marsbitHá 39m

HKEX Welcomes Its Largest IPO of the Day

marsbitHá 39m

Trading

Spot
活动图片