Despite the 'rat warehouse” and community criticism, ZkSync was listed on Binance

The airdrops in June came one after another. After LayerZero, another star project ZkSync received the airdrop baton.

But unlike LayerZero, the ZkSync airdrop did not adopt extremely strict witch screening, and it seemed to be a unified world. However, it had irrefutable funding settings, a rat warehouse full of doubts, and an excessive voice in the project. The outstanding rules have led to stronger community criticism and resistance.

Despite facing community disputes and various controversies, exchanges such as Binance and Bitget have successively announced the launch of ZK, and the weakening price has also involved ZK in a greater whirlpool of public opinion.

It seems that ZkSync, known as L2’s last hope, seems to be the most disappointing to users.

Compared to LayerZero, which was previously airdropped, ZkSync, as the Ethereum L2 star "F4" as famous as Arbitrum, Optimism and starknet, has a higher reputation and a longer history.

zkSync first originated from EthCC in 2019. The team is committed to jointly developing and deploying Rollup with zkSNARK. At the beginning of 2020, with the outbreak of Defi and the vigorous development of the Ethereum ecosystem, scalability issues have become increasingly prominent. At that time, the Rollup plan was the industry consensus technical path for Ethereum expansion. However, the fraud proof adopted by the OP had the natural flaws of long waiting time and centralized verification. Therefore, ZK Rollup, which had more cryptographic characteristics and adopted zero-knowledge proof, became a technical worker. As the research object, zkSync came into being.

Web3技术图谱，来源：登链社区

In June 2020, zkSync parent company Matter Labs officially released the zkSync v1.0 version on the Ethereum mainnet, using zero-knowledge in the process of generating proofs by introducing ZK Rollup Proving the circuit output, the zkSync validator has no right to perform any operations on user assets, thus eliminating some of the risks caused by centralized validators, improving data availability, and bringing about a more efficient and more scalable technical solution. As a result, zkSync has become one of the most promising projects of Ethereum founder V God.

From a technical point of view, zkSyn has significant advantages over OP Rollup in terms of security and efficiency, but it also has core problems - complex algorithms, difficult engineering, and worse compatibility. In this context Next, zkSync is not developing rapidly.

In June 2021, the zkSync 2.0 test network Era was released, and it was not until 2 years later, in March 2023, that the ZkSync main network was officially launched. But by becoming the first open source mainnet zkEVM deployed in the Ethereum Rollup ecosystem, ZkSync became an instant hit. Just 2 months after its launch, the ZkSync Era mainnet TVL reached 480 million US dollars, with a weekly growth rate of nearly 20%, and the number of independent addresses reached 920,000, surpassing other Layer 2 networks such as Arbitrum, Optimism and Starknet at the time.

For this type of project, capital will naturally not miss it. In fact, Matter Labs, the team behind zkSync, is originally from the world's top companies and has close ties with capital. According to public data, the project has raised US$258 million through 5 rounds of financing since 2018, with well-known companies such as a16z, Dragonfly and Blockchain Capital. Capital is endorsed.

The superposition of top capital, potential tracks and star projects naturally makes users full of hope for their token airdrops, not to mention that OP, ARB, and STARK have all built their own token systems before, totaling Over $3.4 billion in tokens were airdropped. Under this expectation, despite the weak ZK ecosystem, a large number of users naturally flocked to zkSync, and projects have been staged again and again. Some users joked that "the king of airdrop pua."

The data is exactly the same. According to Dune data, the average number of ETH bridged by users is only 1.37. More than 80% of users have a bridged number of less than 1 ETH. Only 1.3% of the address balances exceed 10 ETH. It can be seen that the main user of zkSync is still Ben It comes with airdrops, not big fund users.

ZKsync桥接资金使用范围分布，来源：Dune

This year, the airdrop is finally here. On June 11, ZKsync announced that it would conduct a one-time airdrop of 3.6 billion ZK tokens to early users and adopters of zkSync on June 17, with 695,232 eligible wallets. The snapshot time is March 24. Community members can check the airdrop eligibility on the Claim.zknation.io website and claim airdrops starting from the 17th until January 3, 2025. A single address that meets the conditions can obtain a minimum of 450 ZK and an upper limit of 100,000 ZK.

It should have been a good thing, but the airdrop details and subsequent events gave users another blow. From the perspective of the entire quota composition, the airdrop has three parts, one is the qualification review, the other is the basic distribution, and the third is the multiplier effect.

ZKsync空投公式，来源：Bale

从资格审查来看，空投资格并不严苛，拥有NFT、进行过交互等门槛尽管复杂，但多属于基本操作。但从分配来看，就有了学问。ZKsync创新加入了资金留存这一门槛，不再用常见的月活、交易额、tx数量等跨链常见标准，而更像是质押项目要求。资金留存意味着大资金天然就能获得更多分配，因为从公式来看，空投额度多的账号要么留存时间长，要么资金余额多，两者兼有更佳。而在乘数项，5条乘数更显严苛且难以琢磨，几乎是为老鼠仓量身定制。

可以看出，想拿到ZKsync的空投，即便是没有女巫，也是难上加难，这也直接导致了本以为胜券在握的羊毛党瞬间演变成了大规模的反撸保卫战。据X平台的Seanzhao1105透露，其使用了6000个账号，分别为人工号400个，程序号5600个，总投入20万美元，最后拿到空投的地址仅有35个。此言非虚，从地址来看，仅有69万地址获得空投，仅占据总地址10%，而在空投前，TrustGo、Nansen等机构均预测可能高达160-200万地址可获得空投，更为可笑的是，即使是zkSync生态的多个项目也称并未收到任何空投。

另一方面，ZKsync在空投申领界面的一句话，也挑起了一触即发矛盾。“满足上述一个或多个空投标准并不意味着获得空投的合法权利或要求，所有与空投分配相关的决定均由 ZKsync 协会自行决定。”简单翻译一下，即最终解释权归项目方。该种很不Web3的行为，很难不触及用户逆鳞，一时间，社区开始各种声讨ZKsync。

更可怕的是，宽泛的女巫标准回旋镖再度扎在了ZKsync身上。由于不采用Layerzero的女巫库，ZKsync空投女巫地址暴增。女巫猎人Artemis在统计表格中分析，在Arbitrum空投获利420万美元的女巫用户仍然有空投资格；被标记在LayerZero女巫名单上的某些女巫账户通过在同一天存入相同金额的以太坊资金，也获得了200万枚以上的ZK代币，每个钱包平均收到1.5万枚ZK代币，而普通用户平均分配数量仅有5286枚，远低于女巫地址。进一步分析获得空投的地址，会发现账号颇为集中，据社区统计，9203个地址获得了 23.9%的空投总量。

面对种种质疑，项目方对于空投细则与女巫进行了回应，更新了FAQ文档，并相应增加了反馈邮箱。但在此背景下，社区批判仍然达到了顶峰，社区表示将抵制该代币，并强烈呼吁交易所也不要上线ZK代币。

然而，最终结果却事与愿违。

6月17日，ZKsync（ZK）空投正式于15点开放申领。截至下午5点，据ZKNation 发布的数据显示，超 22.5 万个地址在不足2小时内领取了超过 45% 的空投 ZK 代币。

紧随其后，币安宣布将于16:00上线ZKsync（ZK），并开放 ZK/BTC、ZK/USDT、ZK/FDUSD、ZK/TRY 现货交易对。同时，ZK 提现预计于6月18日16:00开放。在币安之后，Bithumb、Bitget相继宣布将上线ZK代币。

数据显示，ZK链上开盘最高触及0.4236美元，在上线后已回落0.29 美元，上线后下跌30%。或许受此影响，币安与Bitget后续均宣布推迟上线ZK。目前，ZK在Bitget与币安均已上线，Bitge开盘触及0.34 美元，现报价0.26美元，而Binance开盘触及 0.295 美元，现报价0.26 美元，价格远低于此前市场预期。

尽管社区对此颇有微词，但从交易所的角度而言，上线规模代币无可厚非。交易所需要流量，需要抢先上币占据市场，ZK再如何争议，也并不能否认其的明星地位，仅从代币总量看，ZK的36亿代币空投量实际上远远大于OP、ARB与STARK。

另一方面，也不乏存在获得大规模空投的撸毛者开始进行狂欢。这一场造福，最终结果也如同此前，喜忧并存。

复盘这一场空投大战，ZKsync虽然存在透明度等问题，但其展开的资金留存还是给后续空投留下了深远的影响。在原有交易频次、交易量、月活跃、合约数、余额的基础上，后续的留存时间和余额有望将会进一步加入空投标准。长期来看，空投赔率的减少、复杂度的提升、投入资金的增多将成为不可避免的趋势，无论承认与否，个人空投门槛的改变已然可预见。而对于老鼠仓与女巫这些业界早有操作的问题，ZKsync这一次，也算是扯开了遮羞布，带来的后果，也算是给了其他项目以典型负面案例。

On the other hand, for ZKsync, the airdrop is just the beginning, and ecological issues and profitability are the focus of its attention. Judging from the timing, zkSync also felt that it was running out of money when it issued tokens this year. Although it seemed that TVL had made a lot of money and GAS revenue was also abundant, its profit capture ability has faced a significant decline.

Compared with OP, ARB, etc., which have more high-quality network effects, zkSync's ecological dilemma is obvious. Although there are more than 243 projects, it lacks head DAPPs, and the field is highly concentrated in DEX and lending, with only 4 The TVL of the zkSync project exceeds 10 million US dollars, accounting for nearly 66% of the total locked volume. Gas, the absolute revenue driver, has also shown a continuous downward trend this year. The fees captured in April fell by about 88.9% compared with January. After the airdrop, the daily new addresses of zkSync are also decreasing rapidly. In addition, as the gas after the Ethereum upgrade has dropped, zkSync transaction costs have also dropped. Officials revealed that it has dropped by about 10-20 times, which means that profitability will be tested again.

The airdrop ultimate move has been used, and the user has been injured, but the time left for ZKsync may not be as abundant as he imagined.

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