Recently, I have seen many DAO track -related projects. Since 2019, DAO has won the preferred mode of governance of the governance of blockchain projects with the decentralized governance of the organization. Therefore, today I want to sort out the DAO track and DAO. Follow the high -quality investment target. In this article, I mainly want to comprehensively sort out the concept of DAO and the current main target. Starting from DAO, it has extended Metis’s DAC concept.
1. What is DAO?
“Company” The invention of this organizational structure has greatly promoted the flow of capital and production factors. It is a bit bigger, which can be said to promote the germination, development and prosperity of capitalism. In the future of the web 3.0 era, the company deviates from the openness of the openness of the blockchain due to its own centralized decision -making, bloated institution, and bureaucracy. In this background, in 2016, a German startup launched the launch The well -known “The DAO”, which has more than 11,000 enthusiastic members of the project participating in the project, raised $ 150 million, but it was stolen due to contract problems, which caused huge losses. In the end Development is far from being as great as before.
In March of this year, the U.S. Wyoming DAO Act has voted for the State Senate. In essence, the bill allows DAO to be frank and recognized by the state government. They will be able to form a limited liability company, and term DAO, Lao or DAO LLC will appear in the official registration agency. This foreign news quickly triggered the discussion and enthusiasm of DAO in foreign cryptocurrency investment institutions, and many DAO communities also rubbed their fists in this year’s bull market.
The DAO discussed in this article is the full name of the Decentralized Autonomous Organization (decentralized autonomous organization), which is generally managed and operated by the organizational constitution into smart contracts. DAO is a group around the task organization. The task is coordinated by a set of sharing rules implemented on the blockchain. Due to the outbreak of DEFI and the new token distribution method of liquidity mining, it indirectly triggered the currency of the Defi governance token. Looking back at the current emerging DEFI project, community governance tokens seem to be the standard for all DEFI projects. On the one hand, we have seen that more and more DEFI projects are combined with the governance of DAO. DAO is gradually becoming the core composition structure of the DEFI project in the world today; on the other hand, not all projects have the energy to develop and maintain special development and maintenance A DAO governance platform, with the continued development of the industry, the rising demand for governance in the industry will inevitably give birth to a large number of demand for governance tool platforms.
Compared with centralized companies and limited partnerships, DAO (decentralized autonomous organization) mainly has the following benefits:
Coordinate resources when not all members know each other (or cannot understand each other to build trust)
The contribution of a large number of stakeholders is consistent with the common goals
Operate the organization in a way of resisting censorship
Tracking and verifying the participation and contribution of projects
Provide convenience for the contribution of various levels
Allows people and physical companies to contribute work without taking into account jurisdiction, regardless of the rules of the actual location
Especially compared to the traditional organizational structure, it has a flexible structure
2. The originator of DAO: ANT (FDV: $ 506 million; MC: $ 506 million)
First of all, it must be understood that Aragon is a DAO providing tools for DAO organizations. The core is to create and use DAO to provide rich and easy -to -use DAO tools. Aragon was founded in November 2016 and officially launched in November 2018.
So far, Aragon has become the largest DAO infrastructure. At present, 1753 DAO organizations have been created on Aragon, with 58 active organizations in 30 days. At first, Aragon’s slogan was “the next -generation company running Aragon”. When upgraded in the first half of last year, the “company” was changed to “community”. In the world of web3, the form of the community may be the company’s next -generation organization form.
Aragon’s main product is Aragon Network. Aragon Network is the most important basic service provided by ARagon, that is, organize the foundation network of creation and DAO. Aragon Network provides easy -to -use DAO creation tools, and creating a DAO only requires 0.1ETH and a few minutes of data filling time. Aragon has 6 types of templates. Different template focuses differently. Organizations can choose templates that meet their needs as needed.
Before 2019, Aragon can be said to be the only DAO target, so the market value in recent years has also risen steadily. Last year, Aragon’s management team had some negative news, but this year’s DAO track enthusiasm was ignited ignited this year. The price of ANT has also risen from 3U at the beginning of the year to 12U, which has increased in a short term.
3. Dao Haus and Dao Square: Dao community adhering to the spirit of Moloch
Moloch appeared on February 14, 2019. This is a donated DAO fund, which is essentially different from The DAO. The DAO can be defined as a “risk fund”. Moloch is a donation fund for Ethereum ecological development. It is mainly a public product that supports the Ethereum ecological development. At that time, many Ethereum bosses such as Vitalik, EF, Cinsensys joined the Moloch organization, including the earliest members of the DAO. Vitalik Buterin commented on Moloch Dao’s efforts to maintain, develop and improve the atmosphere of the Ethereum community.
From the figure above, we can see the difference between Moloch and Aragon. Moloch pays more attention to the spiritual level. The free and open spirit of blockchain continues, and it will be very friendly to the newcomers who have just started; The interface can be seen that the functions are very rich. Basically, you can complete all the processes currently needed through the company, including project management, salary, and financing. And ARAGON’s most powerful feature is that it can build an application based on the tool of Aragon.
Daohaus, which has recently completed CCO (community tokens), is a set of DAO systems based on the MOLOCH code. The toolpage and organization are very simple. As the earlier and high -quality DAO project, HAUS has gradually become a DAO project. Trend of the faucet. In my opinion, Daohaus is similar to a SaaS tool of a community autonomous organization. As a user, it can create similar companies, funds, communities, GRANT and other organizations. The distribution and governance mechanism of tokens run through Hus to ensure freely opening and decentralization. Compared with ANT, HAUS’s pages are more concise, token distribution and economic models are more community. Class structure, the person who initiated DAO is called “Summoner”. The summoner is only to maintain the growing DAO enthusiast community. For core contributors, different circles have established clear goals (products, media, DAO/ token design design Wait).
At present, HAUS has completed CCO issuance on the XDAI protocol. Friends who are interested in HAUS token and buy can refer to the Tibetan Golden Pavilion’s tutorial (https://www.chainnews.com/articleS/098340133842.htm) Daohaus official website participated in the launch of a DAO community. According to COINGEKO, as of April 9, the price of HAUS tokens was about 45U, the total amount of token issuance was 1 million, with 400,000 circulation, MC 17 million US dollars, and US $ 45 million.
In addition, there is a Chinese community that is closely related to Daohaus in China: Daosquare. At the beginning of March this year, Daosquare completed the seed wheel financing, valued at $ 15 million. Investment institutions include Youbi, SNZ, iOSG Ventures, GBV, Metacartel Ventures China, Mask Network, Brapital, and other individual investors such as DODO co -founders. It also participated in this round of investment.
Daosquare was born in the Ethereum community MetAcartel, which is committed to the construction of the web3 era incubator. Its goal is to become the Y Combinator of the Web3 era. Daosquare is planned to be set up in the core of the incubator in April this year. Global Incubation Program.
Since the beginning of this year, Frima has been in the Daosquare community. On the whole, the team value and concept of Daosquare have matched HAUS. He firmly believes that the value of DAO has recently introduced many well -known Ethereum community KOL as senior consultants. But it should be noted that the first thing is that Daosquare’s recent financing adopts the fund private equity model, which is very different from the community issuance adopted by Daohaus. The growth dividend of Daosquare has not given community members; the second is that the specific products of Daosquare are actually not online. There is no molding model.
3. DORA FACTORY: Pokka Ecological DAO Infrastructure
Dora Factory is a multi-chain DAO, a service infrastructure (DAO-As-A-Service) based on Pokka. The product has actual user data, the community participation is high, and the back is backed by Dorahacks. In the early stages of the founding, there is a certain user base. , Similar competitors who are ahead of Boca Ecology. The overall route of the project is clear and belongs to the early project of Pokka ecology, and has the advantage of the first development. This project is based on the open and programmable chain governance protocol platform based on Substrate. It provides a new generation of decentralized organizations and developers with secondary voting, curve auction, Bounty incentives, cross -chain asset management and other insertable governance functions Essence At the same time, developers can submit new governance modules to this DAO, as the service platform, and get continuous incentives.
Dora Factory is composed of Polkadot Factory, Ethereum Factory, and a virtual bridge. Each DAO organization has a vault to keep its digital assets. StakeHolders can deposit, withdrawn and manage assets in the organization. See the underlying function and module of Dora:
In addition, the team behind Dora is Dorahacks. Dorahacks has a certain influence in the geek community around the world. Through early community operations, a considerable part of the hackers and developers.
DORA is currently launched on the second -line mainstream exchanges, Gate and matcha. Currently, FDV is US $ 445 million, MC is US $ 66 million, and the total issuance of tokens is 10 million. Regarding Dora, the first -class warehouse has published a more detailed research report. For details, please refer to: https://www.chainnews.com/articleS/827082166196.htm.
The conclusion of quoting the first -class warehouse: “Dora Factory belongs to DAO on the Boba. Although the industry is still in a very early stage, DAO itself has huge development potential. The support of the activity and the HackerLink platform incentive plan, which has already ahead of similar competitions on Boka in the start, but how to convert its own advantages into a victory in the later period, to form a moat for its own ecology. Dress with highlights “.
4. Metis: Layer2+DAC, committed to becoming the DAPP infrastructure of the web3 world
The Metis project was relatively popular at the end of March this year, mainly for two reasons. One was that the project opened private equity in the community in China. Star project. Behind the hot, the second -level technology behind Metis and the DAC concept proposed cannot be ignored, because in March, Frima also participated in the community investment of Metis Dao, so he also knows the project more well.
1. Metis uses Optimistic Rollup to upgrade DAO into DAC
As we all know, this summer, many Layer 2 -layer solutions will appear on Ethereum one by one. At present, the mainstream second -layer solutions that are more optimistic are mainly 2 categories, one is Optimistic Rollup (OR), and the other is the other is the other is the other. ZK-ROLL up. Because OR has the advantages of built -in virtual machines, supporting universal smart contracts, and extremely friendly to developers, it is adopted by DEFI projects such as Uniswap and Synthetix. These advantages are just matching Metis’s needs.
In Metis’s vision, it hopes that all web2 applications (such as e -commerce, social, search) and a variety of communities can quickly build DAPP (decentralized applications including DEFI and NFT (decentralized applications including DEFI and NFT ), Use blockchain -based tools to manage the collaboration of community and data computing layers, and establish an efficient distributed autonomous company (DAC).