​ZKFair Community: 致所有人的一封信

Odaily星球日报Опубліковано о 2024-02-07Востаннє оновлено о 2024-02-07

Анотація

我们承诺将始终坚持构建ZKFair社区,并为100亿的目标和梦想而不懈努力。

​ZKFair Community: 致所有人的一封信

时间飞逝,距离 ZKFair 主网上线已经过去了 48 天的时间,回顾之前的一些里程碑: 6 天 TVL 冲破 1.23 亿美金,退还用户金额超 1 亿美金、Airdrop 领取开启 3 天 97% 的空投被用户手动领取、链上活跃地址数接近 60 w+、链上持币地址数超过 20 w+、 1 天之内连上 Bybit、Kucoin、Gate 等 10 余家知名中心化交易所、链上质押突破 30 亿 ZKF、短短几周时间内 40 余家项目方完成部署和接入、TVL 突破 3.2 亿美金,位列所有 L2 第九等等,这一切仍历历在目,心中依旧澎湃万千。每一个里程碑背后,无不凝聚着所有 ZKFair 社区用户的共同努力, 是社区用户的万众一心为行业树立了全新的标杆。

与此同时,ZKFair 社区所爆发的能量让每一个用户深切的感受到,ZKFair 的潜力远不止如此。我们能完成以上一个个的里程碑,我们同样也能实现未来的种种不可能。ZKFair 团队自上线之日起,所有成员没有一天时间休息, 48 天内的迅猛发展是最好的证明。我们清楚的知道 ZKFair 还有很多的事情没有完成,因此我们全力以赴,稳步向前。

为了让社区更好地理解 ZKFair 的未来计划,我们在此公布 2024 年 Q1、Q2、Q3 的部分战略规划。

​ZKFair Community: 致所有人的一封信

2024 Q1:

  • 积极推进生态系统发展,与超过 200 家项目方建立联系,并争取达成合作关系,生态初步达到 100+ 项目方入驻,重点关注 DeFi、游戏和 AI 领域。

  • 推出 ZKFair Launchpool,严格筛选,上线 3-6 个高质量项目。

  • 与 SPACE ID 合作启动.ZKF DID。

  • 推出可交互 + 升级式 ZKFair PFP NFT。

  • 举办生态大型活动,回馈社区和项目方。

  • 与更多钱包完成接入并开展合作。

  • 在更多中心化交易所上线并达成合作。

  • 探索 Restaking 领域,并与行业知名项目方达成合作。

  • 完成团队扩张,吸纳优质行业人才。

2024 Q2:

  • 与 Lumoz RaaS 的全新 ETH L2 合作,进一步赋能 ZKFair 与 $ZKF。

  • 支持 BTC 生态资产的跨链转账和交易。

  • 积极建设生态,部署完成的生态项目达到 150 家以上,重点关注 DeFi、Game 和 AI 领域。

  • 持续在更多中心化交易所上线。

  • 与 Polygon Labs 持续合作,优化 ZKP 生成和增强链上交互体验。

2024 Q3:

  • 与 Lumoz 分布式 Prover Network 集成,吸引全球矿工为 ZKFair 贡献算力。

  • 与 HackerEarth, ETHGlobal 等机构联合举办黑客松活动,进一步扩大生态建设。

  • 组织全球线下见面会,促进社区用户联系。

针对以上的规划,ZKFair 是有深思熟虑的(当然这仅仅是一部分的规划,还有一些计划正在沟通之中,期间我们也认真听取了社区用户的意见,这些计划会等到时机成熟后再和社区同步)。在变化的市场中,我们根据 BTC ETF 的成功通过、BTC 减半的临近以及美联储降息的趋势,判断未来市场将充满活力,而 L2 赛道也将持续受到极大的关注。在这样的大背景之下,ZKFair 作为 L2 TVL TOP 10 的项目方,会按照规划,一步一个脚印。实现生态的繁荣,提供更多 $ZKF 的使用场景,优化链上交易体验,想社区所想。

我们深知生态建设是一项艰巨的任务,近期我们与近 150 个项目方进行了合作洽谈。一方面,优质的项目方并不多见;另一方面,项目方自身也面临难题,在如此众多的 L2 网络中,选择将有限资源注入哪一条链成为了一个普遍存在的难题。生态部署是一个双向的选择,我们承诺会给到优质项目方最大力度的支持,最新上线的 2 期 Launchpool 项目都表现出色,FairStake 超募 3 倍,HyperionX 更是在不到 4 天的时间内,链上交易量突破 2 亿美金大关,衍生品 Dex 全链排行榜一度冲至前 10 。我们欣喜的看到生态项目方的成功,也希望更多优质的项目方能熟悉 ZKFair 并进一步与 ZKFair 达成深入合作。

在面对众多 L2 的激烈竞争中,我们承认 ZKFair 还很渺小,上线时间短,估值低,没有 VC 支持,token 通过空投全流通,生态建设刚刚起步,坦白的说 ZKFair 背负了极大的压力,好在我们还有所有社区用户的支持,你们的支持是我们前行最大的动力。全流通项目在初期是会经历种种阵痛,但是我们也会迎来最具爆发力的大后期。

有人问 10 B 的目标还在吗?相信每一个为 ZKFair 社区贡献过力量的人都将毫不犹豫的回答,纵使前路困难重重, 10 B 的目标始终没变。我们已经共同完成了许多人眼中的太多不可能,我们愿意再去实现更多的不可能。

在此,我们再次重申,我们将始终坚持构建 ZKFair Community,为 10 B 的目标和梦想而努力! 关注 ZKFair 动态的社区用户们能深切的感受到 ZKFair 在这短短的时间内所达成的成就。我们也感激在困难时期,仍然有许多社区用户陪伴左右,感谢所有合作伙伴们的一路支持!

最后,ZKFair 正处于生态建设初期,目前通过整个社区的努力,已经取得了一定基数的生态项目部署(40+),计划将在 2 月底完成初步的生态建设(60+)。我们力争每个赛道都涌现出优质的项目上线 Launchpool 为社区用户提供丰富的选择。在此基础上,Q2 我们将进一步扩张生态发展并寻求大型生态合作(150+)。在生态稳步增长的前提下,我们将推出一系列的大型活动,以激活生态,刺激增量,为生态用户带来更多的可玩性和财富效应。

在此过程中,我们所有人不仅仅是生态建设者,更是梦想的追逐者。我们不仅仅是追逐 10 B 的目标,更是为了不断超越前人所认定的不可能。未来的一切可能性,取决于阅读此文的每一位忠实用户,社区的力量可破顽石,希望大家持续关注 ZKFair 并加入我们,共建 L2 生态。

Пов'язані матеріали

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

In mid-June, three seemingly independent industry events—the compliance-driven throttling of Fable 5, the open-sourcing of GLM-5.2, and the leaked release timeline for GPT-5.6—are pushing the global AI industry toward a watershed moment. These shifts signal a fundamental restructuring of the industry's underlying logic. First, **"usability" has substantially overtaken "advanced capabilities"** as the primary weight, pushing the global large language model (LLM) supply chain into a "dual-track" phase of controlled closed-source and local open-source coexistence. Second, **the competitive moats of closed-source giants are shifting**. Their technical focus is moving from "language intelligence" toward "spatial intelligence (world models)"—a domain heavily reliant on computing power. Third, faced with常态化 transnational compliance risks, **a "model-agnostic" decoupled design has become a survival necessity for application-layer developers to maintain business continuity.** The article details how Anthropic's Fable 5, despite its advanced engineering feats, was restricted for non-U.S. citizens within 72 hours of launch, highlighting how geopolitical compliance can instantly limit even the most advanced models. In response, the open-source camp, exemplified by Zhipu AI's MIT-licensed GLM-5.2, is gaining market share by offering stable performance improvements and significant cost advantages (up to 70% savings for enterprises), while achieving full adaptation with domestic semiconductor platforms. Meanwhile, closed-source leaders like OpenAI are pivoting. The anticipated GPT-5.6 reportedly shifts focus from language to spatial intelligence and world models, aiming to rebuild a generational gap in areas like 3D understanding, simulation, and industrial design that demand immense compute. The core conclusion is that the LLM supply chain's logic has changed. Enterprises must now evaluate infrastructure based on a composite of technical performance and policy compliance. For developers, complete reliance on a single closed-source API poses unacceptable risk. Implementing a truly model-agnostic architecture—enabling swift switches to compliant, locally deployable open-source alternatives—is no longer just good practice but a fundamental baseline for business continuity.

marsbit1 год тому

GPT-5.6 Countdown: Abandon the Illusion of a Single API, Computational Iteration Can't Outpace a Single Page of Compliance

marsbit1 год тому

Is the 'Token Subsidy War' Among AI Giants Almost Over?

The article discusses the ongoing "token subsidy war" among AI giants like OpenAI and Anthropic, questioning whether it's nearing its end. It reveals that current AI subscription prices are heavily subsidized, with some plans offering tokens at up to 70 times the actual cost to attract and retain heavy users, especially developers and enterprises. This strategy mirrors past internet-era subsidy battles, but with a key difference: AI tokens lack "lock-in" effects. Unlike ride-hailing or food delivery apps, users can easily switch between AI providers as APIs become standardized, making it difficult for companies to raise prices post-subsidy. The piece highlights a structural asymmetry in the competition. Giants like Google, with massive advertising revenue, can afford to subsidize tokens indefinitely, akin to using "tokens as a weapon." In contrast, venture-backed companies like OpenAI and Anthropic face pressure to become profitable, especially as they approach IPO. The article cites Google Ventures founder Bill Maris, who suggests Google could slash token prices by 80%, putting immense pressure on competitors. Two potential endgames are presented: the "internet service" model (subsidize, monopolize, then raise prices) and the "utility" model (tokens become a standardized, low-margin commodity like electricity). Given the low switching costs, the latter seems more likely. The competition may not have a single winner but could instead accelerate AI's evolution into a foundational, infrastructure-level technology, akin to a public utility. For now, users continue to benefit from heavily subsidized token costs.

marsbit2 год тому

Is the 'Token Subsidy War' Among AI Giants Almost Over?

marsbit2 год тому

Beyond the Stadium: The Profitable Games Surrounding the World Cup

"Beyond the Pitch: The Profit Game Around the World Cup" The FIFA World Cup transcends being a sporting spectacle, evolving into a massive global arena for speculation and profit-seeking. The 2026 tournament has amplified this dynamic, creating a multi-layered ecosystem of financial opportunism alongside the football. **Prediction markets** have surged into the mainstream. Platforms like Polymarket and Kalshi saw trading volumes for World Cup contracts soar, attracting new users with their financial trading model and high-profile, chain-based wealth stories that overshadow traditional sports betting in terms of growth and narrative. However, **traditional sportsbooks** remain the dominant force, leveraging established user habits, legal markets, and comprehensive product offerings to handle the vast majority of speculative wagers, with projections suggesting record-breaking betting volumes. Capital markets also react. **"Concept stocks"** in countries like South Korea and Japan experience volatile price swings based on team performance and anticipated fan spending on items like chicken, beer, and viewing parties, effectively becoming a stock market reflecting fan sentiment. The **ticket resale market** has become a sophisticated arena for arbitrage. Prices fluctuate wildly based on team draws and star power, with sellers sometimes listing tickets they don't yet own in a practice akin to short-selling, while FIFA's own "Right to Buy" tokens add another layer of speculative trading. **Collectibles and merchandise** offer another avenue. Panini sticker albums, with their inherent scarcity and nostalgic value, can become high-value collectibles. Limited-edition or locally themed jerseys command significant premiums on secondary markets, and even counterfeit vendors profit from fans' desire for affordable match-day identity. The **cryptocurrency** space has seen a frenzy of speculative, unauthorized World Cup-themed meme coins on chains like Solana. These tokens, often exploiting team names and player imagery, experience extreme pump-and-dump cycles, creating stories of massive gains for a few early entrants and steep losses for many others. Finally, an entire industry thrives on **providing information and tools** to other speculators. Developers create platforms like SeatSidekick to track ticket inventory and prices, while paid Telegram groups and subscriptions sell betting tips and predictions, monetizing the widespread desire for an informational edge. In essence, the World Cup has become a compressed, global laboratory for speculation. While the games determine champions on the field, a parallel, complex network of financial transactions—spanning prediction contracts, bets, stocks, tickets, collectibles, crypto, and information services—settles its own scores in the global market.

marsbit2 год тому

Beyond the Stadium: The Profitable Games Surrounding the World Cup

marsbit2 год тому

Торгівля

Спот
Ф'ючерси
活动图片