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-第一批生态项目的高Rug率 --原生资产缺乏多样性，明星原生资产以MeMe币为主，且$CHEEMS一家独大 --主流DeFi协议和主流交易平台至今未接入ZkSync Era 之所以出现这种情况，除了市场环境因素外，ZkSync Era主网上线时机不佳，选择在了春季行情的末尾上线也是出现这种情况的一个重要原因。( n! j; ?1 I' J; Y% ^9 R
破局的方法% l+ {7 n0 f# t I8 A2 }
面对当前的困局，ZkSync有两大选择方向：$ T5 c7 j U) i# b
--学习Aptos、Sui的犬儒现实主义路线，在熊市技术性躺平，暂时放弃TVL和UAW的增长目标
) |7 _, ?" b4 g' u# E3 s然后，把握一轮周期性行情中市场情绪高涨的时刻，快速完成发币、空投、上币流程，再设计一个高FDV、低MCap的通证经济，与做市商、交易平台谈好合作，将币价维持在高位，最后伙同VC机构无限解锁砸盘出货& {4 D& `7 ^ m; |/ r
直到熬到牛市，再进行大力营销，吃以太坊生态流动性溢出的红利! D2 R, p# l6 g, h( t
--借鉴Arbitrum、Optimism的理想主义Build路线，在熊市中坚持Build生态，追求健康的TVL和UAW的增长; ]+ C( D5 U2 ]% t7 L" L3 C
但这是一条难走的道路
@8 t. x6 `" Y! F但观察ZkSync官推的信息流，ZkSync团队更倾向于走这条道路，这值得加密社区为他们点赞# l4 C9 K$ D" p9 w+ y$ s2 ]
作为一个永远热泪盈眶的加密最大主义者，以下是我给他们的一些可操作建议：
! q( T- ^$ ^7 K' G+ K8 z--确立一个清晰而且具体的市场定位& ?- H2 V8 [( O3 e
Arbitrum的市场定位是链上衍生品交易链，它的核心产品是GMX以及一系列GMX乐高协议* w. } [: n4 @( P
Optimism的市场定位是To B的商务合作链，它的核心产品是一键发L2的OP Stack，链上生态项目也以主流DeFi协议为主, M: R6 r- d5 F. d2 T* y! n, G
它们的市场定位都是清晰而且具体的# ^6 p/ J# C T6 R! y
就是刚刚官宣的Polygon 2.0，也有着清晰而且具体的市场定位：One L2 Rule Them All（L2 跨链互操作）
+ Y! v8 h& r8 J, [! C0 b) J而ZkSync Era呢？在现在普通用户们的心中，给ZkSync Era的市场定位，恐怕不是撸毛链就是MeMe链
' z( Z1 [( X* aZkSync Era需要一个具体的市场定位，而不是抽象的宏大叙事。
) j4 E& C4 {+ M% x9 e--义无反顾地启动1轮奥德赛活动7 q' F! t5 D" o1 G, i
上周，ZkSync社区在流传官方即将启动奥德赛的消息，引起加密社区舆论的一些反感，这是因为Linea的无限任务PUA使得大家对类似活动心存抵触，ZkSync团队随后否认了这一消息的真实性。
5 s# Q; f/ X: {# p但是复盘Arbitrum、Optimism的增长曲线，我们会发现奥德赛活动是它们TVL增长的关键驱动因子之一/ E+ J7 x8 G8 u6 f
这是因为L2的链上生态的繁荣和自增长，需要链上TX和TVL突破某一阈值才可以
3 J$ l2 ~! e" l+ S* E# [$ H U7 m而奥德赛活动是实现快速突破这一阈值的便捷途径
' m; R. g3 L5 m* B--向交易平台磕头，打通加密经济循环
! l9 Y8 t! C) R$ v5 g# o在加密世界，虽然交易平台在食物链上高于公链，但公链团队的调性要高于交易平台团队，很多开发者们发自内心地鄙视投机者6 s7 c% \1 S* ~0 t
但现在ZkSync团队需要收敛高傲的心态，勇于向交易平台磕头，该掏钱掏钱，该交换资源交换资源，争取早日接入主流交易平台，实现ZkSync原生资产的上所CEX，制造财富效应
6 ~! S0 ~9 u- a2 m--千金市马骨，推进开发者Grant计划* | c& Z! W- H, X- m1 C! l
除了TVL和UAW，L2成败的另一个关键因素是开发者们。在这一点上Starknet就很聪明，在代币尚不可以交易的当下，就已经将Token奖励分配给生态项目的开发者们0 z) Q* V. r1 f$ z5 ] w
在分配开发者奖励Token的时候，应该秉持吞舟是漏的原则，宽标准激励。要知道，2018年的波场就是凭借这一策略成功在熊市引入大量开发者，并一度力压以太坊和EOS，成为链上生态最活跃的公链( ]" x( J' s' ^6 ?% c1 B4 F
以上。
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