Gate News 消息,3 月 17 日,围绕Chainlink与XRP的长期分歧近日再度升级,双方社区因“XRPL是否具备核心价值”展开激烈争论,焦点集中在技术定位与价值捕获机制上。
事件起因是Chainlink社区联络人Zach Rynes公开将XRP Ledger称为“过时的幽灵链”,并质疑其“桥接货币”叙事。他指出,XRPL在现实世界资产(RWA)领域的占比不足1%,稳定币发行规模更是接近可以忽略的水平。
这一表态迅速引发XRP阵营反击。律师Bill Morgan批评Rynes存在偏见,而Ripple首席技术官David Schwartz则从代币分发逻辑出发进行回应,强调XRP销售是一种长期透明的市场化分配机制。但Rynes反驳称,该模式更倾向于优先服务股权持有者利益。
争议进一步延伸至代币经济模型。Ripple近期以约500亿美元估值启动7.5亿美元股票回购,而Chainlink则通过协议收入持续增持LINK代币。两种路径分别代表“股权价值回收”与“代币价值回流”,成为社区争论的核心。
从市场数据来看,XRP市值约为910亿美元,显著高于LINK的约70亿美元规模,但LINK价格距历史高点回撤幅度更大。双方支持者围绕“机构采用红利归属”展开长期对立,争论可追溯至2019年。
值得注意的是,尽管社区冲突加剧,两者在实际业务上并非直接竞争关系。Chainlink主要提供预言机与跨链数据服务,而XRPL定位于支付网络与价值转移基础设施。事实上,Ripple推出的稳定币RLUSD已采用Chainlink的数据支持。
此次风波再次凸显加密行业“叙事竞争”与“价值捕获机制”的分歧。尽管项目层面存在合作空间,但社区层面的对立情绪,仍在不断放大市场认知差异。
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