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阿简在路上
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打脸了,就在昨天晚些时候,Zcash Labs发布了Zcash JS,一个用于构建Web、服务端和移动端Zcash应用的JavaScript工具包,$ZEC 当天直接逆势涨超3%。一边叫停Crosslink质押升级,一边又交出新的开发者工具,阿简认为这波左右互搏也算是典型的治理分歧和产品推进同时发生了。最后结果很明显,对短期价格来说,工具包比质押方案更加重要,因为它降低的是应用开发成本,直接影响生态。不过从另一方面来说,能产生这样的冲突至少也说明这条链还相当有活力而不是在退化或僵化🤐
Is ZEC about to take a big hit? I just saw that Josh Swihart, the core developer of Zcash, publicly opposed Shielded Labs' Crosslink staking proposal, arguing that it increases risks and lacks sufficient community consensus, so the upgrade has been paused. On the very same day, both $ZEC and $XMR experienced noticeable declines. First of all, everyone knows that ZEC's gains over the past three months have been the only independent rally in this cycle, so although this drop isn't particularly large and may not necessarily be related to this news, it still deserves special attention. This is because it's the first time ZEC has encountered governance issues, rather than the privacy coin's biggest risk that the community has always worried about—regulation.
Secondly, while governance risks usually don't immediately reflect in the price, they gradually erode consensus premium. Crosslink aims to shift ZEC from PoW to hybrid staking, which affects the distribution of benefits between miners and token holders. Even though ZEC holders usually don't care about governance and only care about the narrative, historical experience tells us this is often the most vulnerable point, where internal splits can easily cause failure if not handled carefully.
That's all, DYOR
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