寒冬已至 希望各位founder 控制好烧钱速度 活下来总是最重要的
前几天和一个投的项目follow up，两年前融的大几百万美金已经基本烧光，而当下融资环境差，项目陷入了僵局。这不是个例，之前看到某项目方一年烧完800w后宣布关停，就想写一篇如何配置资产、控制 burn rate 的文章。Web3 募资相比传统行业来说相对容易，估值也更高。但大部分创始人缺乏经验，成本控制意识不强。过去七年我们自己也走了很多弯路，希望用我们的亲身经历给大家提供一些思路
一、公司人员结构和薪酬策略
我们从 2018 年开始专注做底层 infra，除了大家知道的layer1 layer2，还有涉猎跨链、存储、DA、ZK 等多个方向，也参与了数十个 EIP 的贡献。很多人问我们公司到底有多少人，怎么做这么多事？
确实18年我们巅峰时有50+人，全在硅谷且90% 是来自大厂的工程师，不乏 P6+。熟悉硅谷行情的人都知道，高级工程师总包基本在 30 万美金以上。你可以想象那时我们的 burn rate 有多高。但很快熊市来了，市场急剧降温。很多人扛不住选择回大厂，我们也在那个阶段及时优化团队结构，在其他国家设立办公室，现在我们全职人员不到之前的1/3但效率翻倍不止。
几点建议：
- 不要盲目崇拜大厂高 P 工程师。贵是真的贵，适合创业节奏的不多。大厂出来的工程师在流程驱动的环境里习惯太深，未必能适应快速试错、高度不确定的创业公司。
- 硅谷工程师是最贵的，也未必是性价比最高的。除非特别优秀的人才，建议考虑亚洲、东欧等地的优秀开发者，成本可控，质量也不差。但在新的地方开设办公室一定要有信任的leader带领或者自己亲自呆一段时间，不能一开始就放养，不然浪费的时间/钱更多。
- 设计薪酬结构时，不要把 base salary 开太高。创业公司的薪酬包建议由“基本工资 + bonus + token/股权”组成。基本工资控制在合理范围，通过 bonus 和 token 激励那些真正愿意与公司一起成长的人。
- 牛市时 bonus 发得多一些；熊市时收紧 base，就能降低硬性成本，灵活调整团队节奏。
二、灵活用人：结合社区与项目制
现在我们公司的全职人员都是做主营业务的，其他探索性研究方向（比如去中心化http web3url, zk fault proof），都采用社区合作的方式。
不推荐找纯外包团队，质量难以保障，沟通成本高、投入不稳定，对项目理解也不深。更好的方式是：建立自己的技术社区和人才库。记录下每个合作者擅长的技术、感兴趣的方向，有需求时通过项目制合作。我们花了三年时间发起维护@Web3BuidlerTech这个公益性社区，每周一带大家一起过行业重要报告，慢慢积累了一批优秀且对我们认可的社区小伙伴，这也是我们人才库的主要来源。
这样的方式有几个好处：
- 成本灵活可控，不需要长期承担人员支出；
- 探索方向成熟后可以转成全职；
- 可以通过社区协作申请 grants，为项目提供资金支持。
我们很多项目就是通过和社区开发者一起申请 grants 推动起来的。grants 也是提升品牌和项目影响力的好方式 —— 如果你的探索方向正好是其他 成熟项目感兴趣的，他们会愿意支持你、放大你的影响力，同时你也能获得第一手生态反馈。
三、公司资产的配置
2020 年前融资大多以 BTC/ETH 形式交付而非稳定币。我印象最深的是2018 年初融资后 ETH 从 1000 跌到 100，BTC 从近 2 万跌到 3000，也就是说，如果没有及时换成法币，1000 万美金的融资会直接缩水到不到 100 万。
公司经营需要资金，如果完全不换法币，资金可能在市场回暖前就被烧光。虽然我们看好 BTC/ETH 的长期价值，但公司财务不能以信仰来管理。当然，如果对自己做的项目完全没信心，最好的策略也许真的是一分钱不花全拿着 BTC。但大多数创业者的目标是做成事情，因此部分换成法币是必要的风险管理行为。
现在情况反过来，大部分融资是稳定币，那是否该反向配置 BTC 呢？我的建议是：先保留 2~3 年的 runway，多余资金可以考虑分批转入 BTC，作为行业的长期敞口。BTC 是最简单、最稳妥的风险对冲手段，不需要你时刻盯盘。
此外，融资后会有很多人拉你做一级/二级lp，量化策略类坑非常多，不懂就不要碰。一级投资很多基金不一定比你更懂市场。最简单、最安全的资产配置方式仍然是 BTC。
四、总结
创始人既要抬头看路，也要低头算账。能否把控好 burn rate，在熊市中活下来，比你在牛市中融了多少钱还重要。现在虽然不能算是传统意义上的熊市，但对很多项目方而言确实也不容易。创业是马拉松，是长期战。希望这篇文章对正在创业或者准备创业的朋友有些启发。如果没有成本控制意识，再多的钱也不够烧。
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Anthurine retweeted
Learn how to turn the EVM into your own unstoppable web server with Anthurine (@anthurine) presenting web3:// at the Cypherpunk & Privacy track.
This could be the missing piece that finally makes decentralized hosting practical for everyone.
This could be the missing piece that finally makes decentralized hosting practical for everyone.
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Who are the LPs and partners for this fund?
Dude committed crimes of the century, fucked over his community, employees, everyone who believed in him, and put the org in a terrible situation, and now has the audacity to start his own fund.
We, as an industry, really need to stop rewarding this behavior. Rushi should be in working with him and raising funds.
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Avoid cloudflare incident = decentralized http + decentralized storage
Cloudflare's recent incident once again reminds us that centralized infrastructure is fragile and carries significant single points of failure. Advancing truly decentralized internet applications remains the core value of Web3, which we firmly believe in.
To this end, we are building a complete decentralized web stack:
• web3:// (erc4804) — Enables Ethereum to function as a permanently online decentralized HTTP server, with smart contracts implementing programmable, dynamic frontend logic.
• @EthStorage — Provides verifiable, programmable, low-cost, and long-term decentralized storage via an Ethereum Layer 2 storage solution.
• @Quark_Chain — A high-performance scaling solution based on Ethereum’s execution layer, deeply integrated with EthStorage and web3:// to significantly reduce the cost of building and operating decentralized websites.
If you are also passionate about a truly decentralized internet, we invite you to deploy a simple website on the Ethereum mainnet using web3:// + EthStorage and see firsthand the vision and potential of Web3 applications!
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感觉默默做了太多好人好事 few people understand 不过本身做正确的事就不是为了得到大家的赞扬吧
最近大家都在喊跟自己如何跟以太坊align。这一方面，我们QuarkChain/EthStorage一直都在默默的贡献以太坊生态。我列一下重点：
- ERC-4804/6860: 定义了web3://，似的EVM能够成为去中心化的http服务器
- EIP-7907: 增加合约大小上限。在Geth上实现了原型，并且是下个升级的candidate。
- EIP-7928: Block-level access lists。虽然这个EIP不是我们提的，但是2年前我们就提出来类似的想法，并且申请了ESP grant（当时被拒）。
- EIP-7923: EVM内存改进。引入page-based的内存模型，使用硬件虚拟内存来管理，降低开销。
- EIP-663: Unlimited SWAP and DUP instructions。参与讨论并且提出了我们的解决方案。
- Geth/op-geth 贡献了160+ commits（都已经合并）。
- Ethresear.ch的大量讨论。ethresear.ch/u/qizhou/summa…
- 深度参与EIP-4844的devnet测试
- 。。。。
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总要有人坚持做长期主义者
🚀 EthStorage Mainnet Alpha is live on Ethereum!
After nearly 3 years of R&D, EthStorage brings petabyte-scale, verifiable storage to Ethereum — making long-term, on-chain data practical and affordable.
With this launch, Ethereum’s modular vision takes a major step forward: alonollups) and consensus (Ethereum L1), it now has a decentralized storage layer-2 — enabling Web2-like scale with Web3 security.
#Ethereum #EthStorage
More details 👇
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Anthurine retweeted
Scaling AI on Ethereum: Data & Privacy Compute
panel at Deep Intelligence Ethereum explored bottlenecks preventing enterprise-grade AI on Ethereum—from identity and storage to privacy-preserving inference and seamless UX.
🧵 Key insights:
1/ Ming Guo (Chief Scientist, @MetisL2 & @ssible trilemma is solved—ZK cryptography advanced more in recent years than the previous 40 combined. ZK rollups enable infinite scalability with millisecond response times. Enterprise agents need zero agency, just precise directive-following for handling assets. Put mechanistic interpretability on-chain (execution traces), not model weights, for auditable trust. The best Web3 is no Web3—users shouldn't know blockchain exists beneath their apps.
2/ @jaosef (Cofounder & President, @aztecnetwork) 🔐
Biggest bottleneck: identity—agents must distinguish humans from other agents, requiring proof of personhood advances. Two privacy needs: model weights (IP protection) and user data. Proving systems can't handle LLMs yet, only compliance checks. Aztec focuses on private transactions now; AI inference on-chain is years away. We need human identity standards like ERC-8004 exists for agents. December's Pectra fork brings more blobs—right direction for data availability.
3/ @anthurine (CMO, @EthStorage) 💾
Beyond TPS, on-chain storage is key—current "Web3 AI" does modeling off-chain, only puts results on-chain. Real on-chain models need dynamic storage, unlike Filecoin/IPFS cold storage. EthStorage is modular (Layer 2/3), offering 1,000x cheaper storage at PB-level within Ethereum—no cross-chain issues. Future: AI agents doing more than just having tokens. Last year's hype = Web2 agent + token. We need actual on-chain processes.
4/ Abhi (Protocol Researcher, @hetu_protocol) 💰
Ethereum wasn't built for AI—bottlenecks include compute, storage, resource reachability. Traditional DA gives availability guarantees but not semantic guarantees. Hetu's Flux = AI-native proof-of-work rewarding actual valuable work (agents collaborating on tasks generating causal data), not useless hashing. Future needs: close the 5-10x Web3-Web2 AI gap and build permissionless agentic launchpads with no vendor lock-in.
Consensus:
Infrastructure is maturing. Now build killer apps with seamless UX for normies, serious use cases beyond meme tokens, and identity standards for human-agent distinction. 🌐
More details in the video.
#ETHProgrammablemoney
panel at Deep Intelligence Ethereum explored bottlenecks preventing enterprise-grade AI on Ethereum—from identity and storage to privacy-preserving inference and seamless UX.
🧵 Key insights:
1/ Ming Guo (Chief Scientist, @MetisL2 & @ssible trilemma is solved—ZK cryptography advanced more in recent years than the previous 40 combined. ZK rollups enable infinite scalability with millisecond response times. Enterprise agents need zero agency, just precise directive-following for handling assets. Put mechanistic interpretability on-chain (execution traces), not model weights, for auditable trust. The best Web3 is no Web3—users shouldn't know blockchain exists beneath their apps.
2/ @jaosef (Cofounder & President, @aztecnetwork) 🔐
Biggest bottleneck: identity—agents must distinguish humans from other agents, requiring proof of personhood advances. Two privacy needs: model weights (IP protection) and user data. Proving systems can't handle LLMs yet, only compliance checks. Aztec focuses on private transactions now; AI inference on-chain is years away. We need human identity standards like ERC-8004 exists for agents. December's Pectra fork brings more blobs—right direction for data availability.
3/ @anthurine (CMO, @EthStorage) 💾
Beyond TPS, on-chain storage is key—current "Web3 AI" does modeling off-chain, only puts results on-chain. Real on-chain models need dynamic storage, unlike Filecoin/IPFS cold storage. EthStorage is modular (Layer 2/3), offering 1,000x cheaper storage at PB-level within Ethereum—no cross-chain issues. Future: AI agents doing more than just having tokens. Last year's hype = Web2 agent + token. We need actual on-chain processes.
4/ Abhi (Protocol Researcher, @hetu_protocol) 💰
Ethereum wasn't built for AI—bottlenecks include compute, storage, resource reachability. Traditional DA gives availability guarantees but not semantic guarantees. Hetu's Flux = AI-native proof-of-work rewarding actual valuable work (agents collaborating on tasks generating causal data), not useless hashing. Future needs: close the 5-10x Web3-Web2 AI gap and build permissionless agentic launchpads with no vendor lock-in.
Consensus:
Infrastructure is maturing. Now build killer apps with seamless UX for normies, serious use cases beyond meme tokens, and identity standards for human-agent distinction. 🌐
More details in the video.
#ETHProgrammablemoney
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Anthurine retweeted
"Reinforcing Web3: Infrastructure Developments for a Seamless User Experience"
Filip @Hundert100, @RedStone_defi
Chris Ahn, @equilibrium_co
@anthurine Xiang, @ethstorage
Shawn Lim @satoslim_X, @Axelar
Watch on YouTube: youtu.be/XdZAJjmZSB0
Filip @Hundert100, @RedStone_defi
Chris Ahn, @equilibrium_co
@anthurine Xiang, @ethstorage
Shawn Lim @satoslim_X, @Axelar
Watch on YouTube: youtu.be/XdZAJjmZSB0
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呆的太少 没几下就发完了
kbw的美女帅哥含量真高啊
kbw的美女帅哥含量真高啊
From keynotes to panels to… fashion statements 😎
Our @Quark_Chain × @EthStorage hats became an instant crowd favorite during #KBW2025!
Decentralized infra, but make it cute.
#QuarkChain #EthStorage #KBW2025
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Anthurine retweeted
🎌 @EDCON_Official Japan 2025
📅 September 16–19 | 📍 Japan
@AltcoinObserve is happy to promote EDCON, one of the most influential Ethereum & Web3 conferences in the world—where researchers, developers, founders, and thought leaders gather to shape the decentralized future. 🚀
✨ FeatButerin, Founder, @ethereum
@jtchui_abroad, Vice President, @HederaFndn
@DmytroMatviiv, CEO, @HackenProof
@francescoswiss, Head of Developer Relations, @Consensys
@JanLiphardt, CEO & Founder, @openmind_agi
@anthurine, Co-Founder & CMO, @EthStorage
💡 With global leaders and the Ethereum community in one place, EDCON Japan is where the next era of blockchain breakthroughs will be born.
👉 Learn more: edcon.io
🔔 Follow Altcoin Observer for exclusive insights, highlights, and updates from EDCON and other leading Web3 conferences worldwide.
#EDCON2025 #Ethereum #Web3 #Blockchain #DeFi #AltcoinObserver
📅 September 16–19 | 📍 Japan
@AltcoinObserve is happy to promote EDCON, one of the most influential Ethereum & Web3 conferences in the world—where researchers, developers, founders, and thought leaders gather to shape the decentralized future. 🚀
✨ FeatButerin, Founder, @ethereum
@jtchui_abroad, Vice President, @HederaFndn
@DmytroMatviiv, CEO, @HackenProof
@francescoswiss, Head of Developer Relations, @Consensys
@JanLiphardt, CEO & Founder, @openmind_agi
@anthurine, Co-Founder & CMO, @EthStorage
💡 With global leaders and the Ethereum community in one place, EDCON Japan is where the next era of blockchain breakthroughs will be born.
👉 Learn more: edcon.io
🔔 Follow Altcoin Observer for exclusive insights, highlights, and updates from EDCON and other leading Web3 conferences worldwide.
#EDCON2025 #Ethereum #Web3 #Blockchain #DeFi #AltcoinObserver
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2nd time at @TaipeiWeek
Onboard Stage:
Infra Wars: The Battle to Host the AI-Powered Web
Lee Ting Ting (@tinaaaaalee), FansNetwork (@fansnetwork_ai)
Jiahao Sun(@0x7sun), Flock.io (@flock_io)
Anthurine Xiang (@Anthurine), Quarkchain (@Quark_Chain)
JT Song (@Jtsong2), 0G Labs (@0G_labs)
, Anndy.com
#TBW2025 #台北區塊鏈週
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Anthurine retweeted
🎥 Here’s the full talk from our co-founder @Anthurine together with Charles (@big_tech_sux), co-author of EIP-7907, at Ethereum Protocol Day in Shenzhen.
Dynamic gas metering → removing the 24KB contract size cap → better developer experience and richer contracts.
EIP-7907 idate for the upcoming Glamsterdam upgrade.
📺 Watch the session here 👇
#QuarkChain #QKC #Ethereum #EIP7907 #GlamsterdamUpgrade
Dynamic gas metering → removing the 24KB contract size cap → better developer experience and richer contracts.
EIP-7907 idate for the upcoming Glamsterdam upgrade.
📺 Watch the session here 👇
#QuarkChain #QKC #Ethereum #EIP7907 #GlamsterdamUpgrade
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Anthurine retweeted
At Ethereum Protocol Day (Aug 24, Shenzhen), our co-founder @Anthurine will present EIP-7907 — the proposal to remove the 24 KB contract size limit with dynamic gas metering, freeing developers from splitting contracts, boosting developer experience, and opening new possibilities is now officially a candidate for Ethereum’s upcoming Glamsterdam upgrade — taking scaling and dev experience to the next level.
#QuarkChain #QKC #Ethereum #EIP7907 #GlamsterdamUpgrade #SuperWorldComputer
#QuarkChain #QKC #Ethereum #EIP7907 #GlamsterdamUpgrade #SuperWorldComputer
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Anthurine retweeted
🛠 EthStorage V1 Trusted Setup Ceremony is live!
From Aug 13–22, 2025 (UTC), join us in a key milestone to generate secure zk-SNARK parameters for EthStorage’s circuits — ensuring transparency, decentralization, and long-term security for the entire community.
Your 📖 Step-by-step guide: blog.ethstorage.io/join-the-ethst…
#EthStorage #Ethereum #zkSNARKs
From Aug 13–22, 2025 (UTC), join us in a key milestone to generate secure zk-SNARK parameters for EthStorage’s circuits — ensuring transparency, decentralization, and long-term security for the entire community.
Your 📖 Step-by-step guide: blog.ethstorage.io/join-the-ethst…
#EthStorage #Ethereum #zkSNARKs
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See you in Osaka
📢Announcing our next speaker for EDCON Osaka:
@anthurine , Co-founder/CMO of @EthStorage.
She will be sharing insights on Infrastructure &Scalability & Interoperability.
Curious about her session and the full agenda in September?
More info: edcon.io
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Anthurine retweeted
📈 On Ethereum’s 10th anniversary, something remarkable happened in Korea:
QuarkChain ($QKC) surpassed ETH and BTC in trading volume on Upbit.
As a pioneer of Ethereum scaling innovation, QKC is gaining real traction.
Korean users already see the value, and it is just a start. 10 #QKC #SuperWorldComputer #ETH
QuarkChain ($QKC) surpassed ETH and BTC in trading volume on Upbit.
As a pioneer of Ethereum scaling innovation, QKC is gaining real traction.
Korean users already see the value, and it is just a start. 10 #QKC #SuperWorldComputer #ETH
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