两个月前,Arbitrum 基金会正式公布空投信息。尽管不少羊毛党在Arbitrum“很卷”的空投规则中阵亡,但仍然不能否认,这是币圈又一场声势浩大的造富运动,“刷了几千个号”“拿了几十万个Token”“一夜自由”的传奇故事因这场空投再度广为流传。
Two months ago, the Arbitrum Foundation officially released airdrop information. Despite the fact that a number of wool parties were killed in Arbitrum’s “very voluminous” airdrop rules, it cannot be denied that this is yet another huge enrichment campaign in currency circles, and that the legend of “showing thousands of symbols” “taking hundreds of thousands of Tokens” “one-night freedom” is once again widely heard as a result of the airdrop.
一场“猫鼠游戏”
A Cat and Mouse Game
近期,币圈空投运动再次掀起热潮,一些有潜力的项目,如zkSync和StarkNet受到了市场的热情追捧,其每日活跃用户数增长约10倍以上,专业空投工作室也开始针对zkSync空投开展了“带撸”、培训班等业务。甚至不少网友调侃,最近zkSync Era交互已经卷到“有大爷大妈带退休金入场”。
In recent times, the currency-spilling movement has rekindled, with potential projects such as zkSync and StarkNet enthusiastically promoted by the market, whose number of active users has increased by more than 10 times a day, and specialized air-spill studios, which have also started “bringing” and training courses on the zkSync airdrops. Even a number of online friends have spoken, and the recent interaction of zkSync Era has been rolled over to “Grand Mothers with Pensions”.
由此可见,从2020年Uniswap开启的空投盛宴至今不到三年的时间,而空投的形式、性质、参与规模等均发生了巨大的变化。
Thus, less than three years have passed since the launch of the drop-out feast by Uniswap in 2020, and the form, nature, scale of participation, etc., have changed dramatically.
空投不再单纯是一场链上的狂欢,其中涉及的利益相关方也逐渐卷入做市商、中心化交易所、钱包等,于是交易所抢上、大户砸盘、Gas战争、项目方官网宕机等名场面也开始频繁出现。
Airdrops are no longer simply a chain-by-chain carnival, involving stakeholders who are increasingly involved in marketing, centralizing exchanges, wallets, etc.
但无论是项目方还是羊毛党,都在这场猫鼠游戏中不断升级攻防手段,并逐渐演变成一种相互对抗但又相互依赖的诡异关系。
However, both the project side and the wool party have escalated their methods of warfare in this game of cats and mice and have evolved into a strange relationship of confrontation but interdependence.
每一方都试图获得更多的利益和优势,然而他们彼此又相互依存,因为项目方需要参与者,而参与者也需要项目方提供的奖励和福利。而这种诡异的关系,逐渐成为空投生态系统的一部分。
Each side tries to gain more benefits and advantages, yet they are interdependent, because the project side needs participants, and the participants also need incentives and benefits from the project side. This strange relationship is gradually becoming part of the airdrop ecosystem.
空投进化简史
A brief history of air input evolution.
空投(Airdrop)是指在区块链领域中,通过向特定的数字钱包地址发送免费的加密代币的一种行为。也就是说空投就是项目方赠送加密资产给用户的一种行为。
Airdrop refers to an act in the area of block chains that sends free encrypted tokens by sending them to a particular digital wallet address. In other words, airdrops are an act of giving encrypted assets to users by the project party.
因此,加密空投是一种营销策略,旨在推广新项目和其加密代币。用户可以免费接收代币,但有时需要完成特定任务。参与加密空投可以获得经济收益,成熟的 Web3 项目也可以使用此策略来奖励忠诚社区成员并完善代币分配。
As a result, encryption airdrops are a marketing strategy designed to promote new projects and their encrypted tokens. Users can receive tokens free of charge, but sometimes have to perform specific tasks.
如果把Uniswap作为Web3空投盛宴的起点,那么,空投发展大致可以分为以下几个阶段:
If Uniswap is used as the starting point for the Web3 air drop dinner, the development of the air drop can be broadly divided into the following stages:
1、快照前交互:用户只要在快照之前交互过至少一次就有资格获得空投,如Uniswap等项目的空投。
1. Interaction before snapshots: users are entitled to airdrops such as Uniswap, if they have had at least one before the snapshot.
2、依据少数条件过滤地址:项目方开始对空投资格加上限制条件,平均空投价值水涨船高,如Ampleforth、Tornado.Cash等项目。
2- Filtering addresses based on a few conditions: project parties began to invest in air spaces with restrictions, and the average drop value rose to the height of the ship, such as the Appleforth, Tornado.Cash and others.
3、搭建节点等“硬核”交互要求:公链项目提高测试网用户的交互门槛,如Aptos、Aleo、Iron Fish等项目,用户需要购买云服务器。
3. “ Hard core” interactive requirements, such as building nodes: The public chain project raises the interactive threshold for test network users, such as the Aptos, Aleo and Iron Fish projects, where users need to purchase cloud servers.
4、积分制空投:对用户进行激励,如NFT市场Blur的空投规则,通过多次空投、分阶段的空投保证用户的留存率和忠诚度。
4. Numerical air drops: incentives for users, such as the NFT market air drop rule in Blur, guarantee user retention and loyalty through multiple air drops, phased air drops.
5、社区举报女巫运动:部分项目方为了识别出更多的女巫地址(一个实体所控制的多个地址)还会群策群力,在社区发起空投猎人和举报女巫活动,如Hop、Optimism、Safe等项目。
5. Community-based witch-reporting campaigns: Some of the project partners are also working together to identify more witch addresses (multiple addresses controlled by an entity) to launch air-throwers and report witches in the community, such as Hop, Optimism, Safe, etc.
6、KYC、灵魂绑定代币(SBT)等身份验证:尽管SBT可用于反女巫,但目前并未被项目方普遍用于空投检测。
Identifications such as KYC, soul binding tokens (SBTs): Although SBTs can be used against witches, they are not currently widely used by project parties for aerial drop tests.
总体而言,加密空投一直在不断的迭代进化。按参与空投的难以程度,历史上空投可以分为以下几个阶段:确认是社区成员、简单登记或 0 转、简单交互、查女巫做筛选和重度参与用户,多维度作为空投条件。
In general, encryption airdrops have evolved over time. Historically, based on the difficulty of participating in airdrops, airdrops can be divided into the following stages: community membership, simple registration or 0 rotation, simple interaction, witch screening and heavy participation, with multidimensionality as a condition for airdrops.
与此同时,空投进化史略等同于反女巫史。在不断对抗升级的过程中,越来越多的项目方和数据分析平台在女巫地址识别上都已经形成了自己的标准和手段。
At the same time, the evolution of airdrops is tantamount to the history of anti-witches. Increasingly, projects and data analysis platforms have developed their own standards and tools for the identification of witches.
“撸毛党”走向专业化
The Maoists are becoming professional.
在空投早期,使用大量地址批量交互的羊毛党被视为投机者和搅局者,短期的数据可能看起来很美好,但从长远来看,并不能为项目方带来真正的价值。此外,女巫攻击或女巫社区通过刷量也会导致代币囤积,影响代币分配的公平性。
In the early years of the airdrops, the wool party, which uses a large number of multiple addresses, is seen as a speculator and spoiler, and short-term data may look good, but in the long run they do not bring real value to the project side. In addition, witch attacks or witch communities can also lead to the accumulation of tokens through brushing, affecting the fairness of the distribution of tokens.
以Aptos为例,该项目在测试网阶段展示出了惊人的性能。在不到两周的时间内,测试网完成了超过8亿笔交易,实现了超过4000 TPS的高性能表现。
In the case of Aptos, the project showed amazing performance during the testing of the network. In less than two weeks, the network completed more than 800 million transactions and achieved a high performance of more than 4,000 TPS.
然而,在空投结束后,Aptos的活跃地址数、交易笔数和TPS迅速下降。目前,Aptos链上平均TPS仅为10。此外,由于没有采取措施防止女巫攻击,羊毛党在Aptos上获得了巨额代币,直接导致代币上线后出现了巨大的抛压。
However, after the drop, the number of active addresses, transactional pens and TPS fell rapidly. Currently, the average TPS on the Aptos chain is only 10. Moreover, the lack of measures to prevent witch attacks has resulted in a huge amount of tokens on the Aptos, which has led directly to a huge puncture when the tokens went online.
所谓“道高一尺,魔高一丈”,尽管项目方空投条件越来越苛刻,在反女巫技术上也逐步专业化、精细化,但“羊毛党”也毫不示弱,在与项目方的对抗中不断武装着自己,开始走向专业化,大量空投工作室、培训班和分销模式开始出现,这在一定程度上标志着这个小众行业正逐渐走向成熟。
Despite the increasingly demanding conditions of the project's air drops and the gradual professionalization and refinement of anti-witch technology, the “Moat Party” has not been weak, has been arming itself in confrontation with the project's side, has begun to specialize, and has begun to see a large number of drop-in workshops, training courses and distribution patterns, to some extent signaling the gradual maturity of this small industry.
“撸毛党”风评转变
"The Mao Party" is changing.
空投引发了前所未有的财富效应和出圈的网络效应,一时间,大批掘金者涌入Web3,带着满腔热情开始寻求下一个暴富机会,加密市场对“撸毛党”风评似乎开始转变。
The airdrops triggered an unprecedented wealth effect and a network effect, with a massive influx of gold diggers into Web3 to begin, with enthusiasm, the search for the next opportunity for wealth, and the encrypt market’s evaluation of the Maoists seems to have begun to shift.
如今的“撸毛”生态已经成为项目方、用户与VC机构的一场“合谋”,各方各取所需,最终从代币二级市场抽取利益。
Today's “float” ecology has become a “conspiracy” between project participants, users and VC agencies, drawing on each other's needs and eventually drawing benefits from the sub-market of the tokens.
加密KOL@煌道曾在其社交媒体上发文:“撸毛本质上撸的不是毛,而是区块链明星初创企业的原始股。”而Element创始人王峰也曾在推特上表示:“近一年的观察,撸毛日趋成为准一级市场投资……”
Encrypted KOL@brain has written in its social media: "It's not the hair that's inherently hairy, it's the original share of the start-up business of the block chain star." And the founder of Element, Wang Peak, has said on Twitter: "In the last year, hair is becoming a quasi-market investment..."
首先,“撸毛党”在某种程度上改变了一级市场的投资格局,如Arbitrum、Aptos这种明星项目,只有顶级VC才有机会拿到早期代币份额,而“撸毛”成为使普通用户获得优质项目的途径之一。
First, the Maoists have to some extent changed the pattern of investment in primary markets, such as the Arbitrum and Aptos projects, where only the top VCs have an opportunity to receive their share of the early currency, while the “flash” is one of the ways in which ordinary users can obtain quality projects.
其次,熊市并没有让很多用户离开市场,而是选择继续等待和“撸羊毛”,这在一定程度上帮助了优质项目方度过难关。
Secondly, Bear City has not let many users out of the market, but has chosen to continue waiting and “goat wool”, which has helped to some extent the quality project community to survive.
最后,随着撸毛行业不断“内卷”,赛道划分越来越细,有专业空投工作室出现,就有专业反女巫机构的出现,这会倒逼项目方在认真做产品这个方向上更专业,进而推动行业的发展。
Finally, as the hair industry continues to “intra-curve”, the division of the track becomes more and more sophisticated, with specialized air-drop studios and specialized anti-witch institutions, which will force the project team to become more professional in the area of serious product development, thus driving the industry forward.
总结
Summary
空投带来了一场又一场财富效应和去中心化的终极理想,吸引了越来越多的人进入Web3这个领域。
The airdrops brought with them another wealth effect and the ultimate ideal of decentralisation, attracting more and more people into the Web3 area.
不过,像互联网行业一样,随着流量红利的逐渐消失,空投内卷程度加深、项目方反女巫手段升级等因素都会让工作室式“撸毛”变得难以持续。作为一个新兴行业,Web3的未来还有很多未知数,只有那些真正具备价值、能够为用户提供实际帮助的项目才能在这个领域中持续发展。
But, like the Internet industry, as the flow dividend fades, factors such as the increased volume of airdrops and the upgrading of project-based anti-witch techniques make the studio-style “brushing” unsustainable. As an emerging industry, Web3’s future is uncertain, and only projects that are truly valuable and can provide practical help to users can continue to develop in this area.
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