Ignas质疑Arc:企业链定位与加密文化“错位”,空投或是唯一叙事
PANews 9月17日消息,DeFi研究员Ignas发文表示,Arc网络是一条面向外汇和支付业务的许可制企业链,其团队也并未真正支持加密原生文化,相比之下,Robinhood Chain虽然同样具有企业属性,但仍支持基于以太坊的建设,并使用ETH且将10%收入分配给Arbitrum,生态利益相关者之间的激励更加一致。 Ignas进一步分析称,ARC代币空投可能是Arc唯一较具吸引力的叙事,但其60%的代币被划入“生态系统”份额,可能主要用于补贴支付、外汇和代币化合作伙伴,而非散户交易者,如果Arc没有出现意外的新叙事,社区用户可能会转向寻求其他更有趣的机会。
Ignas questions Arc: enterprise-chain positioning clashes with crypto culture, airdrop may be the only narrative
PANews, Sept 17 — DeFi researcher Ignas argued that Arc is a permissioned enterprise chain aimed at FX and payments and that its team does not genuinely back crypto-native culture. Robinhood Chain, by contrast, is enterprise-oriented yet still supports building on Ethereum, uses ETH and allocates 10% of revenue to Arbitrum, better aligning ecosystem incentives. Ignas added that an ARC airdrop may be Arc's only compelling narrative, but 60% of the token supply goes to an "ecosystem" allocation likely used to subsidize payments, FX and tokenization partners rather than retail traders, so users may drift to more interesting opportunities absent an unexpected new narrative.