重要见解

◉ Ren Protocol 的金库只有 160,000 美元,将无法在 2022 年第四季度之后补偿 Ren Labs 团队。Ren Labs 需要时间来找出解决方案。
◉ MakerDAO 和 Ren 资产持有者必须在 Ren 1.0 正式落幕之前销毁并桥接他们的原生资产。
◉ Ren Labs 在 Ren Protocol 的知识产权方面缺乏法律透明度,这引起了 Ren 社区的关注。 重组 Ren DAO 的治理框架可能会带来新的法律挑战。

语境

Ren Protocol(前身为 Republic Protocol)由 Taiyang Zhang 和 Loong Wang 于 2017 年创立。 他们试图建立一个开源协议,通过零知识、无需信任的交换来提供区块链间的流动性和隐私。 在创建 Ren 四年后,Alameda Research 收购了 Ren Protocol 和 Ren Development Team(后来命名为 Ren Labs)。

Alameda Research 以 700,000 美元的季度预算为 Ren Labs 的开发工作提供资金,鉴于 Alameda 和 FTX 最近申请破产,该预算已被暂停。 鉴于 Ren Protocol 只有大约 160,000 美元的国库资产,该协议依赖于 Alameda 的预算贡献来继续发展。 Ren Labs 将需要新的资金来源来继续开发或继续无偿开发。

Ren 1.0 指的是 RenVM,它是一个去中心化的加密资产托管人,可以实现区块链之间的通用互操作性。 任何人都可以使用 RenVM 将任何数量的资产桥接到任何区块链上的任何协议。 Ren Labs 将淘汰 Ren 1.0 以支持 Ren 2.0 的新协议架构。

(Source: Ren Protocol Blog)

由于 Alameda 在收购 Ren Protocol 时声称拥有 Ren 1.0 知识产权 (IP) 的权利,因此 Ren 1.0 落伍和 Ren 2.0 推出的时间表已经加快。 为避免跨越任何法律界线,Ren Labs 决定对 Ren 生态系统采取“最安全”的行动方案,如下所述:

◉ 通过 Ren 1.0 禁用铸造,同时保持销毁启用(桥接资产始终支持 1:1)。
◉ 30 天后(大约 2022 年 12 月 18 日,但尚未公布正式日期),关闭 Ren 1.0 并禁止 Ren 资产被销毁并桥接回其原生资产。

与上述并行:

◉ 在测试网上部署 Ren 2.0。
◉ 与社区一起测试和强化 Ren 2.0 测试网。
◉ 在主网上部署 Ren 2.0。
◉ 离开 Alameda 拥有的 renproject.io 域。 当前所有站点都将托管在 IPFS 上,并且控制权将转移到 RenDAO 中。

假设 Ren 2.0 的资金得到保障,Ren 社区表示希望看到一部分资金专门用于进一步构建 Ren DAO 及其治理框架。

展开Ren DAO

与 Synthetix 或 Balancer 等更成熟和活跃的 DAO 相比,Ren DAO 并不严重依赖 DAO 治理来对协议进行更改。 在过去的一年里,DAO 只处理了 18 个快照投票。

目前,Ren 协议依赖于 Ren Labs 做出大部分决定。 然而,Ren 协议有一个 DAO 仅限于 Darknode 运营商(REN-DN 代币持有者)。 REN 代币仅用作运行 Darknode 的保证金,需要绑定 100,000 REN 才能注册和运行 Darknode。 反过来,Darknode 运营商运行并为 Ren 的去中心化虚拟机提供动力。

Ren 社区认为扩展 DAO 是有价值的。 适当的治理框架可能会鼓励 REN 代币持有者的参与,并让 Ren Labs 团队对 Ren 协议负责。 这一愿景与 Ren 2.0 宣布去中心化和开源 Ren 协议非常吻合,实现了由 Ren DAO 和 Darknode 运营商组成的两党治理模型。

虽然社区一直在推动 DAO 的扩展,但这一要求对 Ren Labs 团队来说可能没有那么大的吸引力。 如果 Ren 协议能够获得资金并继续发展,那么 Ren DAO 的扩张可能会削减这笔资金,并因此削减 Ren Labs 成员薪酬的一部分。 此外,Ren Labs 还需要交出协议决策的控制权。 这种情况假设在融资过程中不会交换任何股权,这可能会进一步削弱团队对协议的控制权。

renBTC FUD

截至 2022 年 11 月 18 日,Ren 1.0 自推出以来已处理了约 130 亿美元的跨链交易量。

由于 Ren 2.0 的开发时间加快,Ren Labs 无法测试并确认 Ren 1.0 合约是否可以重复用于 Ren 2.0。 这是最安全的做法,而不是推迟 Ren 2.0 的发布。

自从 MakerDAO 提议脱离 renBTC 以来,由于最近的抛售/销毁压力,围绕着 renBTC 的潜在脱钩一直存在恐惧、不确定性和怀疑 (FUD)。 该提议并不是 MakerDAO 对 Ren 协议失去信心的结果; 如前所述,Ren 资产(特别是本提案中的 renBTC)只能在 2022 年 12 月 18 日左右之前被销毁并桥接回其原生资产。 因此,MakerDAO 必须尽快销毁 renBTC 抵押品,以确保一旦 Ren 1.0 正式落幕,基础 BTC 不会被锁定在 Ren 1.0 合约中。

根据2022年8月发布的Ren 2.0路线图,如果Ren 2.0的过渡按计划进行,Ren将不需要其用户刻录Ren 1.0的资产,并能够为Ren资产持有人提供更好的用户体验。此外,任正非的用户也会避免烧毁任正非1.0的资产。

分析报告

法律上

Ren Protocol和Alameda Research的合同缺乏法律上的明确性,这在Ren社区中造成了很多不确定性、混乱和挫折感。目前,Ren社区相信Ren实验室对Ren协议和Alameda研究合同的评估。任氏实验室团队还没有提到是否咨询过法律顾问关于Alameda Research破产后任氏协议的知识产权问题。然而,Ren Labs的一名成员已经证实,Alameda Research很乐意开放Ren 1.0代码的源代码。

虽然有必要加快Ren 1.0的日落和Ren 2.0的启动时间表,但急于扩大DAO和建立一个全新的治理框架似乎很冲动。鉴于DAO目前面临的监管压力,Ren向前迈进的第一步应该是让律师事务所评估Ren协议和Alameda Research的合同协议,以确认Alameda Research被允许开源基础知识产权所有权。在法律解释之后,可以为Ren DAO制定一个新的路线图。理想情况下,这个路线图将有助于提高Ren实验室的透明度,这将缓解Ren社区内的紧张局势。

目前,任氏协议还没有成立作为法律实体的基金会,而任氏DAO目前以普通合伙的形式运作。这令人惊讶,因为许多DAO都建立了基金会和适当的法律结构,以保护DAO免受法律责任。然而,Ren Labs团队在2022年12月2日发布了一项提案,建立一个名为 “Ren Foundation “的瑞士非营利基金会,并寻求在升级到Ren 2.0合约期间铸造额外的1.25亿人民币(比最初计划的10亿人民币总供应量增加12.5%)。这一提议目前在社区中引起了负面情绪,因为代币的通货膨胀性质可能会通过稀释Darknode奖励的价值来伤害Darknode的经营者。如果法律审计提供了更清晰的知识产权所有权,并且Ren社区希望推进Ren DAO治理框架的重组,那么创建拟议的瑞士非营利基金会将是确保Darknode运营商(DAO投票代币持有人)拥有一些个人责任保护的适当步骤。正如总督说明中所讨论的:Ooki协议与CFTC,DAO必须有一个适当的法律实体,以保护DAO和投票代币持有人的个人责任问题。

基于收入的筹款机制 RFC

一位 Ren 社区成员提到了另一种筹款方式,他提出了一种基于收入的筹款机制 RFC。 简而言之,这将需要公开众筹来替代私人融资(例如,风险投资家)。

然后,众筹参与者将使用 Ren 的未来收入获得回报,包括预先确定的投资回报率。 这将为 Ren 协议提供现金流,并允许 Ren Labs 继续开发 Ren 2.0 到 2023 年,而不会增加 REN 代币供应。 然而,如果众筹参与者赚取协议收入的一部分,暗节点运营商的收入就会减少。 此外,这种替代方法会增加法律风险并影响实施。

Akin Sawyerr 针对基于收入的筹款机制 RFC 提供了另一种替代方案。 Sawyerr 的替代方案会将所有 Darknode 运营商的收入的一部分转移到由 Ren Labs 管理的多重签名。 然而,这个解决方案并不能解决 Ren Protocol 的短期现金流问题,尤其是 Ren 2.0 不能保证为 Darknode 运营商带来收入。

在撰写本文时,没有 Ren Labs 成员对任何一个 RFC 论坛帖子做出回应。

时间不够

有了大约一个月的跑道,时间肯定不在 Ren 协议一边。

就 Ren DAO 的治理重组而言,一个月的时间似乎不足以让社区迭代新的治理框架,从 Ren Labs 和 Darknode 运营商那里获得反馈,然后在 Ren Protocol 获得资金的情况下帮助确定新的预算。 目前,Ren Labs 尚未对此 RFC 发表评论。

任正非现金流紧缩的一个可能的短期解决方案是使用币安 20 亿美元 FTX 回收基金的一部分。 这种可能性导致了 Binance 正在寻求收购 Ren Protocol 的传言。

FTX传染

Ren Protocol 的姊妹公司 Catalog 依赖于 Ren Protocol 的生存,因为 Catalog 只能在 RenVM 上运行。 Catalog 自 2021 年 10 月以来一直由 Ren Labs 开发,正如其筹款公告中提到的那样,该公告在 2022 年 2 月筹集了 750 万美元。由于 Ren 的家属因 FTX 而面临附带损害,因此获得资金的需求变得更加谨慎。

结论:我没有生气,只是失望

尽管 Ren 社区对阿拉米达研究后的 Ren 协议表达了很多困惑和沮丧,但该社区已经提交了积极的 RFC 以将 Ren 协议从 FTX 蔓延中拯救出来。 Ren Labs 的不明确令人担忧,但该协议的未来对 Ren Labs 和 Ren DAO 来说最为重要。 现在 Ren Labs 已经兑现了他们希望如何从 Ren 1.0 过渡到 Ren 2.0 的承诺提案,Darknode 运营商可能会对该提案进行投票并决定 Ren 协议的短期未来。

此外,最近 Alameda Research 乐于开源 Ren 1.0 代码的信息可能意味着 Ren Labs 将能够在 FTX 和 Alameda Research 崩溃之前回到 Ren 的 2.0 路线图。 因此,Ren 资产持有者有可能保留他们的 Ren 资产,并按原计划等待 Ren 2.0 合并。

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