一文复盘Neutron和Osmosis「抢人大战」事件始末

Odaily星球日报2023-12-08 tarihinde yayınlandı2023-12-08 tarihinde güncellendi

Özet

渴求流量，永远是 Web3项目发展的不变旋律。

原文作者：深潮 TechFlow

加密世界里，不同生态之间往往存在竞争，而同一个生态内部的竞争，可能会更加明显。

比如，最近 Cosmos 生态内，围绕着去中心化借贷协议 Mars Protcol 上演的的“抢人大战”，就凸显了赛道相同的基础设施项目，对于应用的渴求。

针对 Mars Protocol 的v2版本部署在 Neutron 还是 Osmosis 的提案，在国外加密社区引起了广泛讨论；双方都希望 Mars 能够部署在自己的平台上，并各自都向 Mars 抛出了橄榄枝。

下面，深潮整理了事件的经过和各方观点，带大家详细了解相关细节。

事件概述

12 月 4 日，Cosmos 上的去中心化借贷协议 Mars Protocol官方发文称，Mars Hub 将会把 Mars v2部署至 Neutron（Cosmos 智能合约平台）。

一文复盘Neutron和Osmosis「抢人大战」事件始末

官方声明

12 月 6 日，事情发生转变，Mars Protocol 在其官网又发布一项新的提案，主题为：决定是将 Mars v2部署至 Neutron 还是 Osmosis 。

相应的，Neutron 和 Osmosis 都对此事件发表了声明，皆希望 Mars Protocol 将 Mars v2部署部署至自家的平台上。

市场观点

Mars Protocol 迁移一事在 Mar、Neutron、Osmosis 三方社区内已经引起了很大的讨论，深潮整理了一些市场上比较热门的观点，供大家参考。

社区内普遍认为 Osmosis 和 Neutron 都有其独特的优缺点。

迁移至 Osmosis 的优点

无排他性（但目前 Neutron 也删除了排他性条款，两者回到同一起跑线）
如果 Mars 要构建 perps（永续合约），它可能会更快上市，因为 Mars v2 已经部署在 Osmosis 上
Osmosis 相对于 Neutron 的社区规模更大，活动更频繁
Osmosis 是 Cosmos 的 DeFi 中心

迁移至 Osmosis 的缺点

Osmosis 技术创新快，这对 Osmosis DEX 自身有利。但对于 Osmosis L1 以及 Mars 来说可能有害。
Osmosis 的大部分开发工作将集中在 Osmosis 产品上，而不是帮助其他应用程序在 Osmosis 上构建的工具和服务
Osmosis 和 Mars 是潜在的竞争对手

迁移至 Neutron 的优点

如果 Mars 后期发展顺利，Mars 很有可能成为 Neutron 的旗舰 defi 产品
Neutron 提供了一个中立的平台，让 Mars 可以在不与原生项目竞争的情况下进行构建v2
Neutron 背后的团队来自 P2P（与建设 Lido 的团队相同），他们是经验丰富的建设者
与 Osmosis 相比，Neutron 更像是一条通用链，因此它的激励措施更符合 Mars 的长期目标

迁移至 Neutron 的缺点

与 Osmosis 相比，Neutron 用户少，活跃度低，应用程序少，社区小
从 2024 年 1 月 1 日起，主要协议升级将由 Neutron 独家使用，为期三个月， 3 个月的延迟可能对 Mars 不利

总的来说，Mars Protocol 的v2版本部署在 Neutron 还是 Osmosis 的观点在这三个社区引起了很大的讨论，而激烈的讨论估计还会持续 3 周，Mars Protocol 计划在 12 月 26 日左右在链上发布治理提案进行投票。

需要明确的是，这两项提议都不涉及 Mars Protocol 放弃 "Osmosis "或 "Neutron"。Mars Protocol 在这两条应用链上都有战略部署意图，后续发展如何，让我们静观其变。

不过，随着市场回暖，生态内的基础设施们争夺用户和 TVL 的竞赛也日益激烈；一个应用获得多方青睐的情况必然不是最后一次发生。

渴求流量，永远是 Web3项目发展的不变旋律。

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一文复盘Neutron和Osmosis「抢人大战」事件始末

Özet

事件概述

相关项目和提案详解

Mars Protocol

Osmosis

Neutron

市场观点

迁移至 Osmosis 的优点

迁移至 Osmosis 的缺点

迁移至 Neutron 的优点

迁移至 Neutron 的缺点

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