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Filecoin 的基础 DeFi 原语

Kyle Samani
2024年2月6日 | 3 minute read

Filecoin 虚拟机 (FVM) 于 2023 年 3 月 14 日(圆周率日)推出。 在加密货币中,没有什么能与 FVM 相提并论。它可以让开发人员将支付和 DeFi 绑定到 Filecoin 网络上的现实世界原语,从存储开始。随着时间的推移,我们预计 FVM 还将能够实现带宽和计算资源的直接编程。

我们发起了 FIL 头寸,促成了 FVM 的发布。 我们开展研究,以了解开发人员可以用它来构建什么内容,我们发现了我们对 Filecoin 生态系统第一笔投资的成果:GLIF

今天,我们很高兴宣布,Multicoin Capital 领导了一轮 450 万美元对 GLIF 的融资 — — Filecoin 的基础 DeFi 原语,以及加密货币的第一个流动性租赁协议。

Filecoin 的基础 DeFi 原语

如今,Filecoin 网络的主要功能是文件存储。 存储提供商 (SP) 必须代表客户质押 FIL,以当作抵押品。

为了提供存储,SP 必须提供两种形式的资本:硬件和金融资本(以 FIL 的形式)。 GLIF 使用 FVM,在 FIL 拥有者与拥有硬件的 SP 之间,创建一个无许可市场。 GLIF 解决了Filecoin 生态系统中的核心资本效率问题,类似于 Jito 和 Lido 在各自生态系统中所扮演的角色。 具体而言,GLIF 允许 FIL 持有者将 FIL 存入流动资金池,而回报就是 iFIL。iFIL 以流动性质押代币的方式运作:随着时间的推移,它会从 SP 中累积奖励。 SP 可以根据在协议中锁定的抵押品金额,从流动性池中租赁 FIL,以用于质押。SP 在租赁之后,必须每周付款退还至该资金池中。这些付款当作流动性提供商的奖励。 GLIF 使用的机制就像加密币“租赁”一样,因为 Filecoin 的基础加密经济学非常复杂。

灵活的基础

GLIF 有一个有趣却鲜为人知的方面,那就是,协议能够利用自己的自定义资产和规则(如今只有一个市场),部署几个可互操作的资本市场。 这一功能为 GLIF 打开了一扇大门,使其能够以定制方式与 LP 和 SP 互动,并随着 Filecoin 的成熟而横向扩展,以适应新的用例。

例如,GLIF 可以部署一个自定义资金池(专门用于降低新加入网络的 SP 的进入门槛),一个基于稳定币的资金池(将 SP 的存储交易流用作借贷抵押),和/或一个资金池(向 SP 部署资本,这些 SP 存储特定数据集或运行特定计算程序)。最终,我们设想了一个 Filecoin 经济,其中存在许多定制池,用以激励利基或特定用例,例如数据存储、检索以及最终的计算。 这样,GLIF 的架构是完全独一无二的,并且配备完善,能够与 Filecoin 以及随着 FVM 的成熟而出现的新用例一起扩展。

强大的引力

如今,GLIF 是 Filecoin 上领先的 DeFi 协议,大约借出 1000 万 FIL,租赁了 800 万 FIL。

Glif 存款资料来源:GLIF 团队

Filecoin 生态系统领导者

GLIF 团队由 Jon SchwartzPeter Andersen 领导,自 2019 年以来,一直在构建 Filecoin 生态系统中的基础产品。 他们在推出 GLIF 的流动性租赁协议之前,构建了第一个用于 Filecoin 主网的网络钱包、用于 Filecoin 的 SAFT 代币分发的 multisig 钱包(协议实验室和 Filecoin 基金会至今仍使用该钱包来管理支付)、Filecoin 的既成事实 RPC 服务(每天处理了 8500 多万个请求!),以及 Filecoin 网络的其他几个关键应用程序和工具。

我们喜欢与 Jon 和 Peter 合作,因为他们构建了支持 Filecoin 的基础 DeFi 原语。 要了解有关 GLIF 的流动性租赁协议工作原理的更多信息,请访问 GLIF 的网站 ,以了解更多有关该项目和 FIL 租赁机会的信息。

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