Menene Gaskiyar Tasirin Sadarwa a cikin DeFi (da Dalilin Da Yasa Matakai 20 Suke Fi 5)

"Network effects" ɗaya daga cikin kalmomin da ake yawan amfani da su a cikin kasuwancin crypto kuma ɗaya daga cikin ƙananan fahimtar da ake yi a cikin masana'antar gaba ɗaya. Yawancin abubuwan da ake kira "network effects" a gaskiya suna nufin "ci gaban masu amfani." Lissafin gaskiya na tasirin sadarwa — menene su, lokacin da suke aiki, da kuma dalilin da yasa wasu tsarukan ke haifar da su yayin da wasu ba sa — ana watsar da su don mayar da hankali kan yanayi.

Wannan rubutun shi ne gyara. Yana bayyana menene tasirin sadarwa a cikin lissafi, dalilin da yasa yawancin protocols na DeFi ba su da su duk da ikirarin, da kuma dalilin da yasa tsarin referral na TurboLoop na matakai 20 ke da wani abu na musamman a cikin lissafi wanda tsarin matakai 5 ba shi da shi.

Menene tasirin sadarwa a gaskiya yake nufi

Tasirin sadarwa yana faruwa ne lokacin da ƙimar kasancewa a cikin tsarin ta ƙara yayin da mutane da yawa suka shiga. Misalai na gargajiya:

• Dokar Metcalfe (n²): Tsarin sadarwa na masu amfani n yana da ƙima daidai da n². Idan ka ninka masu amfani, ƙimar tana kusan ƙaruwa da hudu. Wannan shine dalilin da yasa tsarin wayar hannu da mutum ɗaya ke da amfani, amma da miliyan 100 na masu amfani yana da mahimmanci.
• Dokar Reed (2ⁿ): Tsarin sadarwa da ke tallafawa ƙungiyoyin ƙungiya yana da ƙima daidai da 2ⁿ (yawan ƙungiyoyin ƙananan da za a iya samu). Idan ka ninka masu amfani, ƙimar tana ƙaruwa da exponential saboda yawan ƙananan ƙungiyoyin da za su yi tasiri yana ƙaruwa sosai.
• Dokar Sarnoff (n): Ƙimar tsarin watsa shirye-shirye tana da alaƙa kai tsaye da girman masu sauraro — ƙara masu sauraro ba ya ƙara ƙimar kowanne mai sauraro.

Gaskiyar ƙididdigar ƙara ƙima tana da mahimmanci. Ƙididdigar ƙara kai tsaye (Sarnoff) gaskiya ne amma ba "tasirin sadarwa" a cikin ma'anar ƙarfi ba. Quadratic (Metcalfe) shine mafi yawan fahimta. Exponential (Reed) shine abin da ƙananan tsarin ke da shi a gaskiya.

Menene yawancin protocols na DeFi ke ikirari vs. abin da suke da shi

Yawancin protocols na yield suna ikirarin "tasirin sadarwa" yayin da a gaskiya suna bayar da:

• Ƙididdigar Sarnoff: ƙarin masu amfani → ƙarin TVL → ƙarin ƙimar riba → amma babu wani fa'ida ga kowanne mai amfani daga kasancewar wasu masu amfani.
• Pseudo-Metcalfe: shirin referral inda kowanne mai amfani ke samun fa'ida daga mai referral ɗaya kai tsaye, amma ƙungiyar da ke tsakanin su ba ta da tasiri.

Lissafi: a cikin shirin referral na mataki ɗaya, ƙimar kawo Mai amfani N zuwa protocol shine kudin referral daga ajiyar Mai amfani N. Wannan yana daidai da ƙididdigar kai tsaye (Sarnoff). Yana ƙara girma amma ba ya ninka.

Mataki biyu yana ƙara wani ƙaramin abu — mai referral na Mai amfani N yana samun ƙarin kaso daga Mai amfani N+1 idan Mai amfani N ya shawarci su. Har yanzu yana da kusan ƙididdigar kai tsaye.

Mataki biyar yana ƙara ɗan zurfi. Lissafin har yanzu yana da alaƙa da ƙididdigar kai tsaye ko kusan haka saboda yadda ƙungiyar ke da zurfi yana iyakancewa da ƙara ƙimar haɗin gwiwa.

Dalilin da yasa tsarin matakai 20 na TurboLoop ke da bambanci a cikin lissafi

Tsarin referral na matakai 20 yana motsa lissafi zuwa wani abu mafi kusa da dokar Reed — musamman saboda yadda ƙimar ƙungiya ke tafiya sosai.

Misali na ainihi: Alice tana shawarci Bob. Bob yana shawarci Carlos. Carlos yana shawarci Dave. Dave yana shawarci Eve. Bayan matakai 20 irin waɗannan, Alice har yanzu tana samun ƙaramar ƙarin kuɗi daga ajiyarsu da kuma reloops na masu amfani da ke ƙasa da matakai 20.

Abubuwan lissafi: kowane mai amfani mai aiki a zurfin daga mai referral yana haifar da riba mai ɗorewa ga mai referral ɗin har sai ƙungiyar ta tsaya. Ƙimar tana haɗuwa ba kawai daga referral na Alice ba amma daga dukkanin ƙungiyar da ke ƙasa da ita daga farkon referrals ɗinta.

A lokaci, wannan yana haifar da:

• Rarraba kuɗaɗen ƙungiya mai yawa (manyan masu referral suna samun fiye da matsakaici sosai)
• Samun kuɗi mai ɗorewa da ƙarfi ga shugabannin ƙungiya maimakon biyan kuɗi na lokaci guda
• Tsarin ƙarfafa don ƙara masu referral maimakon masu amfani kawai — saboda mai referral mai kyau a mataki na 1 na iya haifar da dubban masu ƙasa da shi a cikin lokaci

Wannan yana kusa da ƙididdigar Reed fiye da Sarnoff. Ba daidai ba ne da Reed (ba tsarin ƙungiya ne da ke ƙirƙirar ƙungiya ba), amma ƙungiyar mai zurfi tana da siffar da za ta yi kama da exponential maimakon linear don manyan masu nasara.

Dalilin da yasa matakai 5 ba su cimma wannan ba

Lissafin raguwa yana da mahimmanci. Yawancin tsarin matakai da yawa suna rage kudin referral cikin sauri da zurfi — mataki 5 na iya biyan 0.5% na abin da mataki 1 ke biya. A mataki 5, gudummawar zuwa jimillar kuɗaɗen ƙungiya ba ta da mahimmanci.

Da matakai 20 da kuma ƙananan raguwa, lissafin ya canza. Mai amfani mai zurfi 10 har yanzu yana bayar da gudummawa mai ma'ana. Mai amfani mai zurfi 15, ko da yake ƙanana a kowane lokaci, yana cikin layi na masu amfani 15 a ƙasa, kuma jimillar wannan layin na iya zama mafi girma saboda yadda itacen ke faɗaɗa.

Musamman: idan kowanne mai amfani yana shawarci wasu 2, to a mataki na 5 kuna da masu amfani 32 a ƙasa; a mataki na 10 kuna da 1,024; a mataki na 20 kuna da kusan 1,000,000. Ko da ƙananan kudin referral na kowane mai amfani a mataki na 20 suna taruwa zuwa lambobi masu mahimmanci saboda yawan masu amfani.

Hadin zurfi + raguwa shine abin da ke haifar da halayen Reed. Mataki 5 ba zai iya kaiwa ga wannan a cikin lissafi; mataki 20 zai iya.

Sakamakon Reed: shugabannin ƙungiya suna zama masu riba

Ga manyan masu referral a TurboLoop, lissafin yana haifar da kuɗi wanda ba ya dogara da ajiyarsu — yana dogara ne da aikin ƙungiyar da suka gina. Shugaban ƙungiyar a Lagos da ya shawarci mutane 50 cikin shekara na iya samun fiye da abin da ya samu daga matakai 5-15 na waɗannan ƙungiyoyin fiye da ajiyarsa a watan 18.

Wannan shi ne fasalin tsarin da ya sa shirin Local Presenter ($100/kowanne wata) ya zama ƙasa da yadda yake gani. $100/kowanne wata farashi ne; fa'idar ga shugabannin ƙungiya masu ƙoƙari sosai ita ce kuɗin referral na matakai da yawa, wanda zai iya zama 5-10× na kuɗin shiga ga wanda ya gina ƙungiya ta gaske.

Wannan ba ƙarya ba ne. Mambobin ƙungiyar TurboLoop a Najeriya, Indiya, Indonesia, da Jamus sun raba hotunan shafukan su na kuɗin referral — sau da yawa $500-3000/kowanne wata daga itacen da suka gina cikin watanni 12-18, tare da ajiyarsu ta taka rawa ƙanana a cikin jimillar kuɗin shiga.

Dalilin da yasa wannan yake da wahala a kwafi

Tsarin da ke son kwatanta wannan yana buƙatar:

1. Zurfin referral (matakai 15+) tare da ƙididdigar raguwa mai mahimmanci. Yawancin protocols suna tsaya a mataki 5 saboda lissafin zurfi yana ƙara wahala wajen lissafin kuɗi kuma yana iya bayyana a matsayin "pyramid" ga masu kula da dokoki.
2. Alƙawari na dindindin (contract da aka renounce). Canza tsarin referral bayan ƙaddamarwa yana karya tsarin tattalin arziki na kowanne ƙungiya da ke akwai. Renouncement shine abin da ke sa ƙungiyar ta zama amintacciya.
3. Ƙungiya mai son ƙara masu referral, ba kawai masu amfani ba. Girman exponential yana buƙatar masu ƙungiya masu inganci a farkon itacen.

TurboLoop tana da dukkan waɗannan. Yawancin protocols na yield ba su da ko ba su so.

Gaskiyar hujja mai gaskiya

Tasirin sadarwa irin wannan yana aiki idan tsarin asali yana da dorewa. Tsarin matakai da yawa a kan protocol na yield wanda ya ƙare da kuɗin shiga yana rushewa kamar yadda kowanne pyramid ke rushewa — masu shiga na ƙarshe suna daina samun kuɗi lokacin da lissafin kuɗin da aka samu daga sabon ajiyar ya karya.

Kariya ta TurboLoop: kuɗin shiga yana fitowa daga aikin gaskiya na protocol (LP fees, swap fees, on-ramp fees), ba daga sabbin ajiyoyi da ke biya tsoffin. Tsarin matakai 20