霍斯金森警告卡尔达诺可能失去其“科学币”优势

bitcoinistОпубликовано 2026-05-21Обновлено 2026-05-21

Введение

卡尔达诺创始人查尔斯·霍斯金森近期警告,如果社区代表(DReps)不批准一项关键的研究资金提案,卡尔达诺可能失去其作为“科学币”的核心优势。 在5月21日的直播中,霍斯金森指出,卡尔达诺正面临比去年更严峻的资金环境。今年生态系统的资金需求已从去年的约9800万美元降至5200万美元,削减措施已影响到工程师和社区团队。 霍斯金森对部分DReps投票反对为卡尔达诺研究团队提供资金表示担忧。他强调,长期的研究计划是卡尔达诺生态系统的“脊柱和支柱”,也是其区别于其他主要区块链的关键。他列举了该团队在权益证明、扩展UTXO、Plutus、侧链及比特币相关DeFi研究等方面的贡献,并指出其与斯坦福大学、爱丁堡大学等机构的学术联系难以替代。 霍斯金森警告,如果卡尔达诺表现出不再重视研究,其顶尖研究人员可能被资金更充裕的竞争对手挖走。这种人才流失将是不可逆转的,且会损害卡尔达诺的长期竞争力和市场叙事。他恳请尚未投票或投反对票的DReps重新考虑,强调研究资金并非可随意削减的项目,而是卡尔达诺未来发展的基础。 截至发稿时,ADA的交易价格为0.2499美元。

查尔斯·霍斯金森敦促卡尔达诺的去中心化代表们支持一项研究资金提案,并警告称,若不这样做可能会损害该网络的核心价值主张之一:其作为研究驱动型区块链的身份。

霍斯金森5月21日在英格兰的一次直播中表示,卡尔达诺正处于“国库季节”,并且面临着比去年更为严峻的资金环境。据他称,经过已经影响到工程师和社区团队的削减后,该生态系统今年申请的资金约为5200万美元,低于去年的大约9800万美元。

“许多人不得不做出巨大牺牲,”霍斯金森说。“优秀的人才不得不离开。工程师被解雇。社区团队也进行了清算,无论熟悉的面孔还是新面孔。”

但引起他最强烈担忧的提案是关于研究的。霍斯金森表示,他注意到一个“令人不安的趋势”,即一些去中心化代表投票反对资助卡尔达诺的研究团队,尽管他认为该团队在网络发展中扮演着基础性的角色。

霍斯金森为卡尔达诺的研究核心辩护

霍斯金森将这场辩论的框架设定得比预算纠纷更为宏大。在他看来,卡尔达诺长期运行的研究项目是该生态系统的“脊柱和支柱”,也是该项目区别于其他主要区块链的关键原因。

“使卡尔达诺成为卡尔达诺的脊柱和支柱,过去一直是,将来也永远是,我们是‘科学币’这一事实,”他说。“我们是研究币。在过去10年里,我们已经花费了数亿美元,无数研究人员参与了全球加密货币领域最大研究团队的构建。”

他指出了卡尔达诺在权益证明研究、扩展UTXO、Plutus、侧链以及比特币相关DeFi研究方面的工作,作为该团队产出的例子。他还认为,网络与斯坦福大学、爱丁堡大学、怀俄明大学等机构的学术联系并非轻易可以替代的。

霍斯金森表示,该提案的批评者认为研究资金应该拆分,允许生态系统“挑挑拣拣”,决定保留哪些领域或人员。他拒绝了这种说法,称这将迫使生态系统做出其不具备条件做出的决定,并且会损害整个研究运作。

“于是我询问了去中心化代表们,你们想让我解雇哪些科学家?”他说,然后列举了几位与卡尔达诺技术开发相关的研究人员。“如果不是人员,或许是机构。你们想关闭哪些机构?既然你们如此专业,那么你们认为哪些研究议程是不必要的?”

关于人才流失的警告

霍斯金森论点的一个重要部分是,如果卡尔达诺项目发出信号表明其工作不再受到重视,其研究人员可能会被资金更充裕的竞争对手生态系统挖走。他说,其他拥有庞大国库的区块链很可能会对相同的密码学家、编程语言专家和分布式系统研究人员感兴趣。

“如果你把这些人才当作商品对待,他们就会离开,”霍斯金森说。“他们会离开,前往那些拥有更多资金、并且愿意支付更高薪酬、提供更好稳定性和确定性的生态系统。”

他警告说,这种损失将是难以逆转的。他认为,学术和技术人才依赖于长期稳定,一旦研究人员转向其他生态系统,卡尔达诺可能无法再把他们请回来。“我们无法挽回这个。这是一扇单向门。如果你失去了最优秀的人才,我们将无法让他们回来。我们无法说我们很抱歉。”

霍斯金森还将此问题与市场认知联系起来。他问道,如果生态系统发出信号表明不再愿意支持研究,那么卡尔达诺未来三到五年的投资前景将会如何。他暗示,没有这一层支撑,卡尔达诺将不得不更依赖于月活跃用户、总锁定价值或交易量等指标。

此次直播最后直接呼吁尚未投票以及投票反对该提案的去中心化代表。霍斯金森请他们重新考虑,并表示研究资金并非一项可自由支配的支出项目,而是卡尔达诺长期竞争优势的一部分。

“没有脊柱你就无法行走,”他说。“请为科学投票。请为IOG的研究提案投票。这是一项必要的基础提案,我们承受不起失去它。”

截至发稿时,ADA的交易价格为0.2499美元。

ADA保持横盘趋势,1日图表 | 来源:TradingView.com上的ADAUSDT

Связанные с этим вопросы

Q根据文章,Charles Hoskinson对Cardano生态系统的哪些方面表达了最深切的担忧?

A他对Cardano的“科研资助”提案表达了最深切的担忧。他警告说,如果去中心化代表(DReps)不投票支持该提案,将损害Cardano作为以研究为主导的区块链这一核心价值主张和身份认同。

Q在直播中,Hoskinson如何强调Cardano研究项目的独特性和重要性?

A他将Cardano的研究项目描述为整个生态系统的“脊柱和支柱”,并称其为“科学币”和“研究币”。他指出,过去十年已投入数亿美元,吸引了数百名研究人员,建立了全球最大的加密货币研究团队,并与斯坦福大学、爱丁堡大学等顶级学术机构保持紧密联系,这些优势难以被替代。

QHoskinson认为削减研究资助可能对Cardano造成哪些具体的长期损害?

A他认为这可能导致顶尖的研究人才流失到资金更充裕的竞争公链。这些人才包括密码学家、编程语言专家和分布式系统研究员。一旦流失,将很难挽回,且会削弱Cardano的长期竞争力和独特性。同时,这也可能损害投资者对Cardano未来3-5年价值的预期。

Q文章中提到,反对研究资助提案的DReps提出了何种替代方案?Hoskinson是如何反驳的?

A反对者建议将研究资助拆分,让生态系统可以“挑选”保留哪些研究领域或人员。Hoskinson反驳说,这种框架会迫使生态系统做出其没有能力做出的决定,并且会破坏研究工作的整体性。他以讽刺的口吻反问,具体应该解雇哪些科学家、关闭哪些合作机构或取消哪些研究议程。

Q在直播结尾,Hoskinson向DReps发出了怎样的呼吁?

A他直接呼吁尚未投票或已投反对票的DReps重新考虑。他强调研究资助不是一个可自由支配的支出项目,而是Cardano长期竞争地位的基础,并比喻说“人不能没有脊柱行走”。他恳请代表们“为科学投票”,支持IOG(Input Output Global)的研究提案,认为这是一个必要的基础性提案,不容有失。

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