zkSync深陷“老鼠仓”质疑:仅10%地址符合空投资格,有女巫地址获数百万ZK代币

PanewsОпубліковано о 2024-06-18Востаннє оновлено о 2024-06-18

Анотація

zkSync被指背刺社区利益,其空投规则也因不透明、代币分配集中、女巫地址获大量空投、最低分配额被回收等陷入“老鼠仓”风波,且官方“事不关己”的态度更是激起社区的愤怒。

作者:Nancy,PANews
社区翘首以待多时后,6月11日,zkSync终于公布发币计划,超36亿枚ZK代币分发计划使其成为规模最大的L2空投项目。然而,这场等待4年之久的空投盛宴仅属于10%合格地址的胜利,zkSync被指背刺社区利益。与此同时,zkSync的空投规则也因不透明、代币分配集中、女巫地址获大量空投、最低分配额被回收等陷入“老鼠仓”风波,且官方“事不关己”的态度更是激起社区的愤怒。
受社区不满影响,Whales Market数据显示,过去24小时,zkSync代币ZK的场外价格较高点下跌超59.2%。L2BEAT数据显示,zkSync的TVL下滑至7.5亿,过去24小时跌幅达13.37%。
空投超36亿枚代币,交互、资金和时间成空投重点依据
根据zkSync的ZK代币分发计划,除了49.2%的代币供应将通过生态系统计划分配,17.2%分配给投资者,以及16.1%分配给Matter Labs团队外,总供应量的17.5%(即36.75亿枚代币)将分发给社区用户,其中89%将分配给zkSync用户,用户需满足一定的交易活跃度标准,剩余的11%将分配给生态系统的贡献者,包括zkSync原生项目(5.8%)、链上社区(2.8%)和开发者(2.4%)。
另外,zkSync还将总供应量的0.4875%分配给一小群实验性链上社区,用于探索使用代币和NFT进行组织的新方法,这些社区包括DEGEN与BONSAI空投接收者、Crypto the Game玩家以及Pudgy和Milady持有者。

zkSync深陷“老鼠仓”质疑:仅10%地址符合空投资格,有女巫地址获数百万ZK代币


对于社区空投,zkSync采用了积分系统,钱包可以通过执行以下操作获得积分,例如与zkSync Era上的10个智能合约进行交互、向DeFi协议存入流动性以及交易超过10个ERC-20 代币等。在zkSync Lite上的某些活动也可获得积分,比如向Gitcoin轮次捐款或在zkSync Era主网启动前三个不同月内进行交易。分配积分后,每个钱包将根据已桥接到zkSync Era的资产获得分配。地址可以根据其在zkSync和以太坊主网上的活动获得乘数。空投代币没有任何归属期或锁定期。
根据@xiaoyubtc解读,zkSync在空投规则设定上,链上交互、链上资产价值和时间占据着比较重要的权重,且女巫检测方式较为简单,是在所有满足条件的地址中检测,只有交易所存款地址重用和资金来源2个标准。
空投规则面临多重质疑,官方称由协会自行决定
zkSync正因代币空投分配面临社区的多重质疑。PANews昨日在X发起的“关于zkSync空投评价”中,有高达63.9%的用户选择了“史无前例,混乱女巫规则+老鼠仓”的选项。

zkSync深陷“老鼠仓”质疑:仅10%地址符合空投资格,有女巫地址获数百万ZK代币


或是预料到空投争议,zkSync在空投申领界面条款中就强调称,满足上述一个或多个空投标准并不意味着获得空投的合法权利或要求,所有与空投分配相关的决定均由ZKSync协会自行决定。这一句声明,给了官方的自由解释权利,同时也让用户质疑其透明性。

zkSync深陷“老鼠仓”质疑:仅10%地址符合空投资格,有女巫地址获数百万ZK代币


“Unfortunately, address is not eligible for the airdrop.(不幸的是,这个地址不适合空投)”对于不少苦心交互的用户来说,zkSync的空投规则无疑是泼了一盆凉水。
根据zkSync公布信息,超600万个钱包地址中,仅有695,232个符合空投资格,占比仅为10%,有九成地址被反撸,这远远低于此前Web3身份和信誉基础设施Trusta Labs预估的约200万个地址。不仅如此,就连zkSync的生态项目也被排除在空投名单外,例如NFT市场Element发推文称,作为ZKsync上最大的NFT市场,他们未收到任何空投,并质疑这是否是一个玩笑;zkApes也发推文表示,平台产生了1500万美元的Gas费却未能收到任何空投。
而由于未采用此前LayerZero识别的女巫地址,以及空投细则相比Arbitrum等其他项目较为模糊,zkSync的空投规还被质疑有黑箱嫌疑,甚至还将已经确认女巫的地址列进空投名单。根据社区统计,有超9200个地址(占空投名单的1.3%)可领取超9万枚ZK,占空投总量的23.9%,即大量空投奖励被集中在少数地址中。

zkSync深陷“老鼠仓”质疑:仅10%地址符合空投资格,有女巫地址获数百万ZK代币


且同时,女巫猎人Artemis还在统计zkSync的空投资格列表中发现,某位在Arbitrum空投获利420万美元的女巫用户仍然有空投资格,凭借3000多个钱包地址获得近100万枚ZK代币;被标记在LayerZero女巫名单上的某些女巫账户通过在同一天存入相同金额的以太坊资金,也获得了200万枚以上的ZK代币,每个钱包平均收到1.5万枚ZK代币。相比这些女巫地址的高收益,所有空投地址的平均代币分配数量约为5286枚,相差甚远。
社区的一片质疑中,Nansen也被波及并连忙澄清称,他们仅向Matter Labs提供了特定钱包段的数据,包括鲸鱼地址和已知的诈骗者,但并未参与反女巫攻击(anti-sybiling)或直接建议空投的具体分配方式。
此外,zkSync对散户利益的不重视也是社区不满的重要因素之一。根据zkSync的空投规则,每个钱包的最低分配额最终为917枚ZK,每个地址空投最多100,000枚代币。如果持有少于450枚或者超过10万枚ZK代币的地址的代币将被回收池中。虽然该规则可防止大户过度受益,但低保号被清零被认为剥夺了用户原本应该享受的权益。
同时,zkSync还表示,通过参与空投,参与者明确承认并承担与此相关的所有风险,包括(但不限于)下述风险:在任何情况下,zkSync协会或其任何董事、执行员工、代表、顾问或代理人均不对任何申领、损失、损害或其他责任承担责任,无论是合同侵权还是因空投或任何ZK代币的铸造和申领而引起的其他责任。目前,zkSync官方尚未对社区的种种不满做出最新回应,“最终解释权”似乎成为其护身符。
总之,zkSync的空投风波暴露出其在社区利益考量上失衡,以及规则制定存在不透明性等问题,同时也意味着依靠简单交互来博取空投的时代已一去不复返。

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