MakerDAO大刀阔斧重塑品牌,对协议和代币有何影响?

Odaily星球日报Опубліковано о 2024-08-28Востаннє оновлено о 2024-08-28

Анотація

变身Sky,更名DAI,拆分MKR,中心化程度大幅提升,或将推出存币挖矿活动,subDAO明确具有发币权利。

原创 | Odaily星球日报(@OdailyChina

作者|南枳(@Assassin_Malvo

MakerDAO大刀阔斧重塑品牌,对协议和代币有何影响?

昨日,MakerDAO 宣布正式进行品牌重塑,由 MakerDAO 更名为 Sky,其中心化稳定币 DAI 更名为 USDS,MKR 将升级拆分为 SKY。Odaily 将于本文汇总简析 MakerDAO 的品牌重塑详情。

官方公告解读

Sky 协议的新代币 SKY 和 USDS,官方将其定义为 MKR 和 DAI 的升级版本(the upgraded version),旨在用户在不放弃控制权的基础上,成为其获得储蓄收益的最佳协议。其中:

治理代币 SKY

6 天前 MakerDAO 的一则公告中,官方曾表示“新治理代币的重新命名旨在促进更广泛的治理参与。它允许更多用户持有大量 NewGovToken 并积极影响生态系统的未来”

因此生态系统的新治理代币 SKY 将通过拆分获取,每个 MKR 拆分升级至 24, 000 SKY,截至发文时,MKR 的单价约为 1950 USDT,对应拆分后的 SKY 单价为 0.08125 USDT。

Sky 表示,用户可通过在其官方网站 Sky.money 向 Sky 协议存入 USDS,以获得 SKY 代币Get SKY tokens by supplying your USDS to the Sky Protocol),但暂未公布该方式的获取细则和数据。这是与 MKR 大不相同的地方,此前的 MKR 除了预挖和投资者部分,仅有在 Dai 系统抵押不足出现债务时,会增发 MKR 来弥补债务空缺

稳定币 USDS

USDS 将通过 DAI 1: 1 兑换得到,此外官方表示也可在官方网站通过 ETH、USDC、USDT 进行兑换,兑换将在 21 天后(9 月 18 日)开启。

Sky Protocol 当前推出了SKY 双倍奖励资格领取活动,用户完成少量社媒任务后,使用后续用于存款的钱包进行签名即可获得。当 21 天后的兑换开启时,用户能够通过向 Sky 代币奖励模块提供 USDS 来获得激励

MakerDAO大刀阔斧重塑品牌,对协议和代币有何影响?

转向中心化

值得重点注意的是,Spark Protocol CEO Sam MacPherson 表示DAI 升级后的 USDS 将具有冻结功能,这是此前 DAI 所不具备的。作为对照, USDT、USDC 等中心化稳定币均有冻结功能,这意味着 DAI 不再算是去中心化稳定币,考虑到其生息机制,更准确地定义应当是一款 RWA 产品。

此外 Sky 也在公告中强调,上文提到的 SKY 双倍资格奖励活动(条款中称为 X Activation 活动)不面向美国司法辖区的用户开放。

Odaily 在 Sky Protocol法律条款中发现的中心化限制还包括有:

  • 地区限制:用户不得居住在、位于或在以下国家或地区注册成立或有注册办公室:阿富汗、白俄罗斯、缅甸、布隆迪、中非共和国、中国、古巴、刚果民主共和国、埃塞俄比亚、几内亚、几内亚比绍、海地、香港、伊朗、伊拉克、黎巴嫩、利比亚、马里、尼加拉瓜、尼日尔、朝鲜、俄罗斯、索马里、南苏丹、苏丹和达尔富尔、叙利亚、英国、委内瑞拉、乌克兰、也门和津巴布韦。关于司法辖区的限制,MakerDAO 创始人 Rune 也在Cointelegraph 的报道中再次强调

  • 与受制裁用户的交易限制:用户需保证不会与任何被美国财政部外国资产控制办公室(OFAC)或欧盟(EU)或英国(UK)法规制裁的个人进行交易。

  • 使用 VPN 等工具的限制:用户不得使用 VPN 软件、代理服务器或任何其他隐私或匿名工具或技术来规避对服务的任何限制,特别是那些限制服务地理可用性的限制。

其他影响

对于常规用户而言,代币和协议中心化程度的变化对其使用感知和影响不大,但从历史经验来看代币拆分或将带来二级炒作行情,或将是对常规用户影响最大的部分。

而本次升级对其他协议最关键影响是,MakerDAO 的 subDAO 将获得发币权利,首个发币的或将是首个 subDAO Spark Protocol。

具体而言,MakerDAO 联合创始人 Rune Christensen 在接受 Cointelegraph 采访时表示,Maker SubDAO 将成为 Sky Stars,继续作为独立的去中心化项目,通过其独特的商业模式和自主性连接 Sky 生态系统。每个 Sky Stars 都将能够自主发布治理代币、管理其财务和社区,并独立执行 DAO 特定的决策

这一举措旨在通过 Sky Stars 进行创新、实验和承担额外风险,而 Sky Protocol 本身则专注于维护 USDS 稳定币的价值和安全。

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