最有看点的互联网金融门户

最有看点的互联网金融门户
区块链国际资讯

Messari:打造加密资产领域的Bloomberg

区块链国际资讯

Messari:打造加密资产领域的Bloomberg

去中心化代币领域正迎来爆发式增长,可以说正处于一片混乱的状态。秩序建立是必需的,新平台Messari致力于构建免费的开源数据库,整合加密资产方面的繁杂信息。

Messari项目由加密货币活动家Ryan Selkis负责,并刚刚完成了种子轮融资。据悉,本次融资有多家顶级加密投资公司牵头参与,包括:Anthemis Group、Blockchain Capital、CoinFund、Digital Asset Investment Company (DAICO)、Danhua Capital, Kindred Ventures、Rising Tide、Semantic Ventures、SparkLabs Global和Underscore VC,还包括个人投资者Garry Tan、Pamir Gelenbe和Matthew Roszak。

Messari联合创始人兼首席执行官Ryan Selkis说道:"目前有十几个项目希望成为加密领域的Bloomberg。但是想要打造Bloomberg,SEC的EDGAR数据库或同等水平的国际数据库不可或缺。"

"在缺乏数据标准的情况下,确实无法对这些项目进行详尽的对比。你需要了解这些项目的资产、投资计划的生效方式、网络费以及代币经济系统的工作方式。"

加密空间一直被宣传的天花乱坠,特别是ICO代币分配新领域,但仍然缺乏基础。Selkis表示,如今的加密市场创新很多,有些项目估值可能已经走在了其本身之前。我们需要数据标准,以便更轻松地区分合法项目与那些只想赚钱而不注重产品真正价值的项目。

这种资源还能帮助其他数据服务公司、投资者、媒体和众多其他利益相关者进行全方位了解。某种程度上还可以作为法规,虽然不一定获得国际监管机构的批准,但却可以解决一个重要的教育问题。

这种资源应该具备哪些特性?Selkis说道:

"首先,它应该免费开源,拥有自己的数据库和信息存储库,然后还应该有相关的API库,所提供的工具可以帮助不同的利益相关者公开访问上述信息。要打造这样的资源,至关重要的是Bloomberg式的前端,EDGAR式的一致性和数据标准,甚至在市场要求进行披露的情况下还应该具备可执行性。"

"还要有Wikipedia式的后端,无需像我们这样的中央实体进行维护,最终,随着时间的推移,在符合相关数据标准要求的前提下实现分散维护。"

在这个不断发展的领域中,群体冲突、技术苛评、激烈辩论等现象非常普遍,Selkis表示Messari会尽可能保持中立,"对于这个问题,我们想了很多。我知道其他团队现在在考虑如何调查这些不同的代币,帮助大家了解这些代币。我觉得在很多情况下,现在就判定哪些项目成功,哪些项目失败还为时尚早。"

"事实上,在推荐或强调哪些项目会成功,哪些项目失败的时候,我们确实在尽可能保持中立。我们希望从能够发现的最没有争议、易于量化和验证、并且相对稳定和重要的碎片信息入手。"

Selkis表示这会从负责人、是否有法律顾问、公司结构、公司所在地等项目基本信息入手。

还有项目管理代币资产方式的部分信息,包括他们是否自己留下代币、代币出售方式以及逐渐释放到货币供应中的方式。他们的资产负债表上是否有比特币和以太币,以及持有位置和管理方式。

Selkis说道:"你最好详细了解一下这些项目的供应曲线。目前人们不怎么关注的信息中,有一个最重要的内容就是部分项目的隐藏通货膨胀年率。"

"我说隐藏是因为你可能看到号称货币供应或代币供应100%的ICO,但只以多年增量释放。如果愿意的话,你可以了解一下流动供应和非流动供应真正投入市场的时间,我觉得这个指标非常有意义,但是大部分人对此并不是真正地了解。"

The universe of decentralized tokens is currently enjoying its Big Bang; you could say it's in a state of chaos. Some order is required, and new platform Messari aims to build a free open-source data library, which aggregates disparate information on crypto-assets.

The project, which is headed up by cryptocurrency statesman Ryan Selkis, has just closed a seed round led by top crypto investors. The list includes: Anthemis Group, Blockchain Capital, CoinFund, Digital Asset Investment Company (DAICO), Danhua Capital, Kindred Ventures, Rising Tide, Semantic Ventures, SparkLabs Global, and Underscore VC. Individual angels in the round include Garry Tan, Pamir Gelenbe, and Matthew Roszak.

Ryan Selkis, Messari's Co-Founder and CEO, said: "There are dozens of projects right now that want to build the Bloomberg of crypto. You can't build Bloomberg without the EDGAR database the SEC has, or the international equivalent of that.

"In the absence of any data standards, you really can't compare apples to apples for these projects. You need an understanding of how these projects are speaking of their treasuries, how their investing schedules work, the network fees and how the token economic systems work."

The crypto space - especially the brave new world of ICO token distributions - is definitely long on hype, but lacking fundamentals. Selkis says that there's a lot of innovation happening with maybe some valuations getting ahead of themselves. A data standard is needed to make it easier to separate the legitimate projects from the folks that are just trying to make a cash grab and not actually deliver on products.

Such a resource would help other data services companies, investors, media and a host of other stakeholders make sense of everything. It could also serve some regulatory function, though not in the sense that it would necessarily be sanctioned by any international regulator, but rather in solving an important education problem.

So what would it look like? "First of all, we want this always to be free and open data," said Selkis. "So there's the library itself, the repository of information, and then there's an associated API library with tools that actually help different stake-holders access that information plainly. The Holy Grail for this would be Bloomberg type of front end, EDGAR type of consistency and data standards, and then maybe even enforceability, where the market demands such disclosures.

"Then there's a Wikipedia-type of back end, where it's not necessarily maintained by a central entity like us; ultimately the maintenance of this is decentralised over time according to certain data standards."

On the subject of tribal disputes, technological castigations, cat-fights and so on that are common in this growing space, Selkis said Messari would take a largely neutral stance. "We thought a lot about this. I know that there are other teams right now that are thinking about how do you research these different tokens and help people make sense of it. I think in many cases, it's just way too early to tell which projects will succeed and which will not.

"So we are actually trying to stay neutral in terms of recommending or kind of highlighting which projects will do well or will fail. Instead, what we are trying to do is start with the most non-controversial, easy to quantify, easy to verify and kind of relatively static and material bits of information we can find."

Selkis said this would start with some 101 information about the project; who are the principals, do they have legal counsel, what is the corporate structure, where are they domiciled, and so forth.

Then a bit of information about how they manage their token treasury. So do they have their own tokens in reserve; how do they sell that, and release that into the money supply over time. Do they have Bitcoin and ether on the balance sheet; where is it held and how is that managed.

"You want to get a better sense of what the supply curve looks like for these projects. One of the most important bits of information that people don't really appreciate right now, is what the hidden annual inflation rate is for some of these projects," said Selkis.

"And I say hidden because you might have ICOs where 100% of the money supply or token supply is spoken for, but it's only unlocked over multi-year increments. Understanding when liquid supply actually hits the market versus encumbered supply, if you will, is a pretty meaningful metric that I think most people don't really fully appreciate."

用微信扫描可以分享至好友和朋友圈

扫描二维码或搜索微信号“iweiyangx”
关注未央网官方微信公众号,获取互联网金融领域前沿资讯。

发表评论

发表评论

您的评论提交后会进行审核,审核通过的留言会展示在下方留言区域,请耐心等待。

评论

您的个人信息不会被公开,请放心填写! 标记为的是必填项

取消

渺渺

38
总文章数

TA还没写个人介绍。。。

韩国国会首次就加密货币问题展开辩论

Joseph You... | 巴比特资讯 12-11

马来西亚:央行与证监会联合实施数字货币与ICO监管

Mark Emem | 巴比特资讯 12-10

美国:国会议员提出加密货币和ICO联邦监管计划

Adrian Zmu... | 巴比特资讯 12-06

俄罗斯加密货币行业协会成立在线帮助中心

BitNovosti | Odaily星球... 12-04

为什么亚马逊中意区块链,却并不青睐加密货币?

MM 12-04

版权所有 © 清华大学五道口金融学院互联网金融实验室 | 京ICP备17044750号-1