2022.01.11 19:30 在 Tokenlon Discord 举办新年的第一次 AMA 分享,本次活动除了有 Tokenlon 核心团队成员 Jason 参与外,我们还邀请到 imToken 创始人 Ben 和 imToken Labs 负责人 changwu ,与大家交流 Tokenlon 未来发展乃至对于整个行业方向看法的任何话题。
以下为 AMA 内容摘录 :
1.Tokenlon 2022 年有哪些计划?
Jason:
作为一家去中心化交易所,我们对自己需要实现的价值与目标非常明确:做连接流动性的一站式交易平台,为用户捕获链上价值,让更多的人能够用、愿意用、喜欢用Tokenlon。
而基于 Tokenlon 当前的发展,我们也清楚破局的关键就在向Layer 2的升级、部署与业务拓展上。同时 2022 年是白皮书规划中打造开放网络的的关键阶段,我们希望通过 Open Relayer 使 Tokenlon 成为更开放网络协议,并且更有效的使用 LON 财库,通过更积极的 TIP 投票、社区 bounty 任务、SDK 开源,加速社区的开放性发展。
2.Tokenlon 的 Layer2 技术支持方案将由 Labs 提供帮助,下面请 changwu 给大家具体讲讲,2022 年 Tokenlon 在 Layer2 上的研究方向,具体将有哪些动作?
changwu:
imToken 在过去一段时间都有持续关注 Layer 2 的发展,另外我们也注意到现在交易对于一般新进用户,在小额交易上,矿工费成本开销相对高。随著 Layer 2 的基础设施越趋稳定,我们认为 Layer 2 的发展有助于降低矿工费的成本。同时,便宜的操作有助于打开新的应用模式产生。
特别像是中心化交易所的限价单,可以有多种策略与变化,但在主网上的成本对小散户是吃不消的,故在二层可以有更多应用的可能性。随著市场的起伏,仅有现货交易的交易所,无法提供一般用户看多或看空的手段。虽然二层听起来相对理想,但在操作性上对用户是新的概念,有其门槛,并且流动性在二层深度尚不足,我们会持续关注市场变化,选择在适当的时机点来推陈出新。
另外,未来也考虑接入 NFT 作为新的策略合约
3.Tokenlon 打算选择那个 2 层网络,选择它的原因是?以及部署在 Layer2 上会有有哪些可预期的挑战?
changwu:
初期可能会先选择在 Arbitrum 进行 Limit Order 应用实践;原因如下:
Arbitrum 目前是 EVM 兼容,这对于合约开发或部署相对容易,另外是主要 DeFi 的头部项目也多在 Arbitrum,这对前面提到的流动性深度相对有益,因为生态较为完整且丰富,比较容易形成群聚效应。
在挑战方面,也要观测 Arbitrum 网络的稳定性,以及是否有适当的跨链桥,容易帮助用户在不同的网络切换以及退出。
4.与其他 dex 相比 Tokenlon 在交易成本方面有比较明显的优势,但是如何在交易量、影响力等方面进行提升,团队有什么具体的计划?
Jason:
一直以来,Tokenlon 的主流币对(ETH-USDT)的报价都保持着很高的竞争力。在 Layer1上,我们也正通过自主上链和 接入 Uniswap V3 来去掉交易最小金额限制、提高资金效率来降低交易成本。我们也计划向支持多链发展,全力解决 Layer 1上高额矿工费的长期问题,让更多的交易币对报价更低。
5.当前 DEXs 领域交易量被头部 DEX 瓜分,那么,Tokenlon 如何占据自己的一席之地? 将为用户提供什么样的服务能力?
Jason:
我需要在愈发激烈的 DeFi 市场竞争中不断确认和调整市场契合点,降低干扰坚持长期发展目标,找到自己特有的优势与最契合的用户群,将他们服务好。这个过程中,我们需要:
首先提升自己身的竞争力,all in Layer 2 升级解决最大的用户痛点,让用户用得起;
保持 Tokenlon 产品的易用性,做好用户 onboarding,降低区块链门槛,让用户会用;
逐步上线诸如 Limit Order、大额订单拆单的刚需功能,支持多链资产、在 Layer2 上捕获更多流动性、开拓 Layer2 上新的商机,让用户喜欢用;
继续完善系统稳定性、更多投入到数据分析、精细运营、和品牌影响力上,让更多的用户能使用到我们得服务
6.web3、DAO 成为近期市场的流行词,后续 Tokenlon&LON 在社区建设方面有相关计划吗?
Jason:
近期 Tokenlon 产品业务团队都在密切关注 DAO 的模式和发展方向,自己参与了几个热度很高的项目包括 People 和 CityDao,最直接的体会到 DAO 的理念和力量。
同时团队成员也在学习 JuiceDAO 和 GitCoin 的社区治理方法。
Tokenlon 的白皮书中提到:2022年是生态开放的关键年份,所以从这个季度开始,Tokenlon 计划积极推进几个尝试,包括 SDK 的对外发布、社区 bounty 任务、合理调整财库将更多奖励回馈给社区和用户。
7.随着中国的金融监管,后续 Tokenlon 在海外市场有哪些计划?
Jason:
首先,Tokenlon 会继续积极拥抱与支持中国大陆监管政策的推进。同时在海外,我们与多种类型的合作伙伴产生联动(比如热度很高的 NFT 服务项目、其他公链、Web3.0基建业务,imToken钱包等)进行user growth hacking,Web-first的策略做轻量快速的推广,通过新的网站沟通工具、社交平台渠道与用户保持更高效的沟通,把最新咨询热点带给大家。其中的一些联动会于近期与大家见面,敬请期待。
8.Tokenlon 是 imToken 投资孵化的 Dex,作为 Tokenlon 的投资方, imToken 会再哪些方面对 Tokenlon 进行支持?
ben:
imToken 一直和 Tokenlon 紧密合作,不管是在产品联动还是研发资源,都是以无条件最大化地力度提供支持。
比如:我们在钱包 App 端以原生的方式集成了 Tokenlon,也第一时间更新升级 Tokenlon 新的协议和产品能力,下一个大的版本将是钱包端支持用户进行「限价单」交易。
另外如 Changwu 所提到,imToken Labs 研究团队也是投入许多资源在 Tokenlon 协议能力的提升和交易策略的扩展等方面,今年会推进跨链网桥策略的研究。
LON 是应用型代币,LON 的持有者和用户跟 imToken 用户是高度重叠的,所以我们也会在代币经济层面有更多的探索。
自由提问:
Q:当前回购机制高额的手续费让人望而却步,是否会有实际的调整?
A:回购机制在去年已调整额度与手续费的比例,但确实回购的机制可以在改善的更好,有几种可能的方案,1) 将回购移到二层手续费可以低一点 2) 纳入 virtual AMM 的机制,透过动态调节 LON/ 回购代币的 reserve, 利用持续降低价格来吸引用户进行回购 (诱因)
Q:LON 有没有推出「销毁机制」的计划?
A: NO, LON 经济模型是,回购+增发激励网络生态发展
Q:LON 在 2022 年中心化交易所上所计划?**
A:LON 是应用型代币,CEX 上架都是交易所的主动行为,有意向的 CEX 我们都是积极配合的;但我们更看中的是在 DeFi 协议中的流动性
Q:关于 LON 的币价,作为 Tokenlon 核心团队,怎么看?
A:我们预见了 DEX 的未来,当前市场还在流动性发迹的早期,还未到服务业务场景的成熟阶段;Tokenlon 定位交易和支付的结算层,不只是 DEX,在未来的支付业务场景将有更广阔的天地
Sharing the main points from our AMA
Following the celebration of our LON 1 year anniversary, we recently hosted an AMA session with the community. Missed out on the AMA session? Not to worry! Here are the highlights to keep you updated on our plans for this year.
Our AMA Panelists
We invited the following guests to answer all your questions
- Jason Zhang, Tokenlon’s head of product
- Changwu, imToken’s Chief Scientist
- Ben He, imToken’s CEO
What’s the plan for Tokenlon in 2022?
Jason : Tokenlon is not only a decentralized exchange but also a settlement protocol, and we are very clear about our ultimate goal: To be a one-stop exchange platform connecting liquidity from other protocols and making it available to users all around the world.
Based on the current development of Tokenlon, we also noticed that deployment and expansion to Layer 2 plays a key role in the future.
And according to the roadmap in the whitepaper, 2022 is an important phase for building an open protocol. We hope to make Tokenlon more open through the upgrade of its open relayer and make full use of the LON treasury through TIP voting. We want to accelerate the open development of the community by community bounty tasks, SDK open source, etc.
The imToken labs team is currently helping Tokenlon to deploy Layer 2. What’s the progress been like so far?
Changwu : imToken has been helping in the development of Layer 2 to Tokenlon. In addition, we also noticed that for users, the cost of miner fees is too high.
As the Layer 2 infrastructure becomes more stable, we believe that the development of Layer 2 will help reduce the cost of miner fees. At the same time, lower trading costs help us to find new opportunities to expand our business.
Similar to the limit order function of centralized exchanges, there can be various strategies and features deployed, but it costs too much for users. So there are more possibilities for applications on Layer 2.
Although Layer 2 sounds ideal, it is a new concept for users and there is more new knowledge for them to learn. Furthermore, the liquidity on layer 2 is still insufficient. We will continue to pay attention to market changes and choose to introduce new products at the appropriate timing.
In addition, we will also consider implementing NFT trading as a new feature on Tokenlon in the future
Which Layer 2 does Tokenlon prefer to deploy and why?
Changwu : We might choose Arbitrum for testing limit order function at the beginning and this is why.
Arbitrum is currently an EVM-compatible proposal that is relatively easy for contract development or deployment. In addition, most of the leading DeFi projects are also on Arbitrum, which is beneficial to ensuring liquidity. Because the ecosystem is relatively complete, and it should be easier to form network effects.
However, there are some challenges. We need to observe the stability of the Arbitrum network and whether there is an appropriate cross-chain bridge to easily help users switch and exit between different networks.
How does Tokenlon compete with Top DEXs and find a place in this market?
Jason : The key to finding a place amongst the DEXs and competing with other Top DEXs is to increase our competitiveness. In a sentence, we want to improve the Tokenlon user experience. Instead of merely adding more features to the product, we hope Tokenlon can solve more of our user pain points.
We will add more basic features on Tokenlon such as limit order, partial filling of orders, and support multi-chain assets. In the meantime, we will continue to make the system more stable, and let more people know about Tokenlon through our marketing efforts.
Web3 and DAO have become popular trends in the market, does Tokenlon have any plans for that?
Jason : Yes, you are right. We have noticed that these two concepts have become popular recently. Personally, I have joined several popular projects like People and CityDAO that have interesting concepts. At the same time, we are also learning more about community governance from JuiceDAO and GitCoin.
According our whitepaper, 2022 is a key year for Tokenlon to be a more open protocol, so starting from 2022 Q1, Tokenlon plans to actively promote a few initiatives, such as the external release of SDK, community bounty tasks, and using the treasury to give back more rewards to community and users.
The majority of users on Tokenlon come from Asia. What’s the plan to expand outside fo Asia?
Jason : First of all, Tokenlon will continue to actively embrace and support the advancement of regulatory policies in all countries.
For promotion, we are planning to cooperate with various types of partners (such as highly popular NFT projects, public chains, Web3.0 infrastructure protocols, imToken wallet, etc.) to bring you campaigns. Some of our campaigns are ongoing, like the NFT domain campaign with Unstoppable Domains.
In addition, we will communicate with users more frequently moving forward by opening up more channels. Please stay tuned!
As we all know, Tokenlon is the first DEX incubated from imToken. As an investor of Tokenlon, how will imToken support Tokenlon?
Ben : imToken has been working closely with Tokenlon, providing maximum support, by allocating product and R&D resources.
For example, we integrated Tokenlon in the wallet app in a native way, and also updated and upgraded Tokenlon’s new protocol and product capabilities as soon as possible. The next major upgrade from the wallet will be to enable users to execute “limit order” transactions.
In addition, as mentioned by Changwu, the imToken Labs research team has also invested a lot of resources in the improvement of the Tokenlon protocol. This year, the labs team will do research on cross-chain strategies.
LON is a utility token. Many LON holders are imToken users, so we will continue to expand and adjust the LON tokenomics in the future.