ether.fi回应「积分缩水」争议:质押机制不同,但前端显示的确有误

Odaily星球日报Опубліковано о 2024-02-22Востаннє оновлено о 2024-02-22

Анотація

ether.fi真的存在「偷积分」情况吗?

再质押赛道热火朝天,数据显示,基于 EigenLayer 的以太坊再质押协议 TVL 已达 38 亿美元,其中 ether.fi 协议稳坐龙头,TVL 达 13 亿美元,近一个月涨幅超 280% 。但近日,ether.fi 突然陷入「偷积分」的争议。

Eigen Layer 缩水一半,积分去哪了?

2 月 19 日,有社区成员反应,质押数和质押时间相同情况下,与 Renzo Protocol 相比,ether.fi 较 Renzo Protocol 少了约 10% 的 eigenlayer 积分。但当时有人指出,这可能是因为质押机制不同所产生的结果。

今日,有成员经过测算发现,此时 ether.fi 的 TVL 为 14.2 亿,Renzo Protocol 的 TVL 为 3.6436 亿,仅约占 ether.fi 的 1/4 ,ether.fi 上的积分却只有 Renzo Protocol 的 1.81 倍。如果按照 Renzo Protocol 的 TVL 与 EigenLayer 积分比值推算,ether.fi 上的积分应该是目前显示的两倍左右。这样的差距已经不能用质押机制不同来解释,但 ether.fi 在此之前并没有就此作出回应。

ether.fi回应「积分缩水」争议:质押机制不同,但前端显示的确有误

缩水一半,少算的积分去哪了?这样的发现激起了社区的讨论,不见回应,社区成员将此事上升到团队人品和做事方式上。ether.fi 的 Discord 社区里,有人对发现自己积分减少的成员回复称,「如果你只少了 10 k 积分,那你还是幸运的」。在推特上,也有 ether.fi 的早期关注者表示「一点也不惊讶」。

ether.fi回应「积分缩水」争议:质押机制不同,但前端显示的确有误

团队回应:质押机制不同、前端总积分显示有误

为何积分会无故消失?ether.fi 真的存在「偷积分」情况吗?BlockBeats 就此事件向 ether.fi 团队做出了求证,获得了独家回应

ether.fi 团队最初将此情况解释为平台的 ETH 流动性管理策略,用户质押 ETH 所获得的 EigenLayer 积分会 100% 直接转移给用户,但 ether.fi 所接收的 ETH 并非立即质押,而是采用流动性池的形式进行存储,用户可即时提取 ETH,并在协议内外进行转移,因此,正常情况下,用户不会每日都获得 24 个积分。

想要每天均可获得 24 个积分,唯一途径是加入 EigenPod,但这种方式会失去参与其他 DeFi 协议的机会,由于其他流动性质押协议通常不提供提现功能,所以 ether.fi 会看起来有些「特别」。

但质押机制不同会产生如此大的差异吗?

在对质押机制做出解释后不久,ether.fi 团队再次向 BlockBeats表示,协议主页显示的积分确实有误,用户实际所获得的 EigenLayer 积分比当前错误显示的数据要高很多,每个用户在他们自己的仪表板上看到的积分数量是完全正确的,只是主页上的总数没有正确报告。ether.fi 团队将在明天解决这个问题。

同时,ethet.fi 团队也在推特和 Discord 上对提出积分问题的成员表示了歉意和回应,「积分缩水」危机暂时被解决。

ether.fi回应「积分缩水」争议:质押机制不同,但前端显示的确有误

ether.fi回应「积分缩水」争议:质押机制不同,但前端显示的确有误

LRT 赛道积分大战持续

LRT 赛道被看涨因其具有 3 个关键要素,即创新技术 、印钞机会和引人入胜的叙述,且 LRT 提供更高的 ETH 收益率。借助 LRT,用户可以获得以太坊质押收益率(~ 5% )+ Eigenlayer 再质押奖励(~ 10% )+LRT 协议代币排放(~ 10% 及更多)。当 Eigenlayer 完全上线时,预计 ETH 的收益将达到约 25% 。

尽管 Lido 在 LST 领域取得了领先地位,但随着大量 LRT 协议诞生,LRT 竞争才刚刚拉开帷幕。

在这场竞争的第一阶段,积分成为了主要武器。Puffer 就是一个很好的例子,作为一个后来者,Puffer 为那些从 Eigenlayer 中提取 stETH 并将其存入 Puffer 的再质押者提供了 3 倍的积分,这在很大程度上使其市场份额迅速升至 22% ,排名第二。

ether.fi回应「积分缩水」争议:质押机制不同,但前端显示的确有误

而作为 BitMEX 联创 Arthur Hayes 支持的项目,ether.fi 通过 EigenLayer 本地再质押创造了 LRT eETH。目前,eETH 在 LRT 市场中占据领先地位,市场份额(MS)达到了 39% 。实际上,eETH 在 Eigenlayer 中的总锁定价值(TVL)甚至超过了 stETH。

除了权益奖励和在 DeFi 中使用 eETH 的可能性外,这种循环流动还使存款人能够同时获得 ether.fi 忠诚积分和 EigenLayer 再质押积分,两者都可能涉及到空投资格。据悉,截止到 2 月 10 日,EtherFi 从其国库中为新存款者提供了 200 万 Eigenlayer 积分(在 EtherFi 积分之外)。

紧随着 Puffer 的步伐,各 LRT 协议也推出积分激励。其中,入场较晚的 Eigenpie 提出,在前 15 天内(截至 2 月 12 日),用户可以获得 2 倍的积分加成。积分将用于空投 EGP 代币,占总供应量的 10% 。凭此措施,Eigenpie 迅速积累了 1.84 亿美元的 TVL,市场份额达到了 6% 。

相关阅读:《EigenLayer 再质押的风险与最佳操作实践

既然积分意味着空投预期,「偷」积分一事自然会引发社区热议,但除此之外,由于目前市面上的 Restaking 协议基本都是基于 EigenLayer 进行构建,对于用户来说,参与 Restaking 意味着将自己暴露于以下风险中,毕竟如果 EigenLayer 合约被攻击,相关项目资金也会遭到损失。

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