这是好事儿啊! 这说明当前的加密市场进入了“骗子太多,傻子已经不够用了”的有效定价状态。 只有这样,才能系统性出清上一周期热钱涌入产生的债务。 况且,$ZEC 之所以热炒,是市场在致敬加密朋克精神,与Starknet、Aztec这些以太坊生态ZK Rollup不相关的,它们只是硬蹭热点罢了。
看到 @aztecnetwork 这条融资的Twi我还挺唏嘘的 经常看我Tweet的朋友应该知道我不看好隐私赛道,前几天还刚发过吐槽隐私赛道的帖子,理念就是我之前提到的“隐私应该是一个Feature,而不是一个Product” 但我在22-23年发的Tweet里其实提到过Aztec几次,当时他们做的那个 然而当时关于隐私的监管很严,运营时间不长Aztec就把那个产品停掉了 其实20年之前入圈的朋友应该有印象,当时L2最早除了四大天王(OP,Arb,Zk-sync,Starkware)之外,还有两个算是“半天王”的项目,一个是 @fuel_network ,另一个就是Aztec 这俩无论投资机构,还是融资金额,都仅次于四大天王,然而今天你看下Fuel的市值……只剩25M了 Fuel主打UTXO变种的高TPS,用了一个自创的SWAY的语言,Aztec则是Noir,Aleo用的LEO,只能说这些不用RUST和Solidity,或者不兼容EVM的链,不是每个都是ADA(邪教派)或者Solana(真能打)的。 所以这次350M的融资,讲真我也不是很看好,唯一的利好就是市场现在被ZEC带的对隐私有些Fomo,至于产品,生态这些,基本没什么可以看的了(可能有偏见,毕竟 现在Phase 1的白单没几个人打钱,两天过去了就进去200万,对于过段时间的Phase 2公募,我觉得难……非常难……
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