【研报精选】速览最近大涨的以太坊质押项目SSV

吴说区块链Опубліковано о 2023-02-28Востаннє оновлено о 2023-02-28

Анотація

SSV.Network DAO 在近日启动 5000 万美元的生态系统基金，以致力于支持基于分布式验证器技术（Distributed Validator Technology）的应用程序的开发，该技术是以太坊联合创始人 Vitalik Buterin 的以太坊去中心化路线图的关键组成部分，SSV.Network 则希望利用资助基金进一步巩固以 DVT 作为关键的以太坊基础设施。

SSV.Network 是由以太坊秘密共享验证器网络 Obol 和非托管以太坊 2.0 质押协议 Blox 共同参与开发的完全去中心化开源以太坊质押协议，SSV 能够以一种安全的方式在非信任的节点或运营商之间拆分验证器密钥，同时保持以太坊验证器的分布式控制和活动，进行 ETH 抵押的安全且稳健的方法，目前 SSV.Network 处于测试网阶段。近期 SSV.Network 面世的 Shifu V2 版本将允许升级后的节点正式参与以太坊共识中使用的所有职责。

SSV 是 SSV.Network 的原生 Token，总量 1100w，基本全流通，Token 主要用途（1）支付：运营商代表质押者操作验证者获得 SSV 奖励（2）治理：提交投票并对 DAO 决策进行投票（3）捐赠：帮助发展网络的开发人员和贡献者提供资金。

运营商、合作伙伴和资助接受者构成 SSV 基本的生态系统，当前已经有超过 20 项目在的 DVT 之上进行构建。

Staking Pool：SSV.Network 的 Staking Pool 模式以集成协议居多，在官方认证的项目中，暂无原生的 Staking pool 项目。已经在基于 SSV 网络上建设中的 Staking pool 项目中，以 Swell Network、ANKR、Spectrum、Steader 等为首的 Staking pool 已经推出了可以在 SSV.Network 上质押的功能，而 Chainup、Shard Labs、Moonstake、Infinite Lux、01Node、Onestar、Blockscape、tardust 等项目则暂未推出或即将推出在 SSV.Network 的质押功能。

质押服务

Blox staking：Blox 是非托管 ETH 质押平台，自称是以太坊的第一个非托管质押解决方案，原生 Token 是 CDT，分两个阶段推出。该团队此前建立和运营了 Blox Finance，在获得了以太坊基金会的资助后，Blox 进行开发用于以太坊质押的 SSV 节点。使用者进行 Blox 质押时需要准备 32 枚 ETH 以及用户创建的云账户，质押者每个月需要对云服务交一定的费用，项目方不会抽走用户质押获取的奖励，使用 Blox 运行验证器时不限制数量。

XHash：SSV 上无托管的企业级质押服务商，用户可以通过非托管形式质押资产。XHash 最终会收取将近 9% 的质押收益作为费用，当前已有超过 1,100 个验证者，超过 35,000 枚 ETH 在 XHash 上进行质押。

Forbole：多链质押服务商，SSV 官方资助项目，当前仍未上线 SSV.Network 的质押功能。

CryptoManufaktur：成立于 2020 年，该公司在 Chainlink 生态系统中提供各种价格反馈，后加入以太坊生态建设，与以太坊基金会合作，为信标链提供测试方案，并与 Blox 合作开展他们的 DV（Distributed Validator）项目，目前在 Prater 测试网活跃。

疑似RUG：0neinfra

可观察性与工具

DragonStake：SSV 资助项目之一，该团队的工作重点是建设区块链安全以及运营不同权益证明网络的验证器，而 SSV.Network 质押功能仍在测试中，暂未上线。

Hal：Hal 是 Web3 的信息通知应用程序，当前已经拥有超过 20,000 名用户。用户可以使用该应用程序查询、监控多个区块链网络包括在 SSV.Network 在内的数据，并可以在第一时间让用户的电子邮件、Telegram、Discord、Twitter、Slack 或 Webhook 获得通知。

FileDrive Labs：SSV 资助的去中心化存储项目，旨在让每个人都能从分布式存储中受益，并建立高性能、用户友好和可扩展的存储基础设施和应用。

运营商节点整合

Stereum：SSV 资助的管理设置和维护以太坊节点的工具，使用者可以通过以太坊 Goerli 测试网或以太坊主网在保持使用者隐私前提下安装并设置以太坊节点。

SSV.Network 以集成性协议在该网络上占主流，这可能与 SSV 本身不是直接面向 C 端用户有关，服务对象更多是质押服务商、节点运营商和中心化交易所。不过，SSV.Network 另一大优势是擅长与去中心化自治组织合作。在 2021 年底推出的 DAO 合作伙伴计划就已经吸引了 Digital Currency Grup、Coinbase、OKEX Ventures、NGC Ventures、Allnodes、RockX、AMBER、Skillz 一众机构参与。SSV.Network 提供的服务相当于外包，帮助他们降低进行质押时使用基础设施的成本。

作为去中心化的质押基础设施，享受着 ETH 2.0 质押赛道带来的红利，SSV.Network 理所当然地以质押为中心进行建设，但其并不以吸收用户存款为卖点，而转去作为验证者的基础设施服务，未来这套模式还可能扩展到其他 POS 公链。

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