关于如何最大化CKP/MGP利益的提案(拒绝PCS 1.5M赔偿)
Pancakeswap在转Tokenomics 3.0 Model过程中提出补偿CKP协议1.5Musd,但前提条件是mcake需要1:1兑付,根据目前流通的CKP数目(包括MGP国库),每个CKP将只能得到0.38usd的赔偿,而MGP国库里的CKP价值也将遭遇重大损失。
这个赔偿计划非常的不合理,它没有充分考虑到CKP以及MGP持有者的利益,在cake rush时明确说明cake到mcake转换是不可逆的,mcake和ckp都是cakepie协议的一份子,不应该牺牲ckp而去100%的保障mcake的利益,整个cakepie协议目前拥有24.53M资金,只需要mcake让出6.1%的利益就完全可以覆盖目前pcs的赔偿,如果后面CKP转协议成功(例如转到mPendle/PNP),6.1%的收益可能也就是1-2个月的协议收益,完全没有必要接受PCS严苛的条件而牺牲CKP/MGP整个协议以及生态的利益。
不管后面如何谈判mcake/ckp的分成比例,还是整个协议转换成另外的协议(比如转到mPendle/PNP),首先第一步我们就要拒绝pcs的强制mcake 1:1兑换的不合理赔偿协议。这个不合理的赔偿前置条件是pcs用来分化我们社区的计划,只有拒绝这个不合理的条件,我们社区各方利益代表才能坐下来好好讨论协议的下一步动作,我们大家都是社区一分子,我们不希望有人沦为牺牲品,而有的人却毫发无损。
Proposal on how to maximize the benefits of CKP/MGP (rejecting PCS 1.5M compensation)
Pancakeswap proposed to compensate the CKP protocol 1.5Musd in the process of switching to Tokenomics 3.0 Model, but the prerequisite is that mcake needs to be redeemed 1:1. According to the current number of CKPs in circulation (including MGP Treasury), each CKP will only receive 0.38usd in compensation, and the value of CKP in the MGP Treasury will also suffer significant losses.
This compensation plan is very unreasonable. It does not fully consider the interests of CKP and MGP holders. It is clearly stated in cake rush that the conversion from cake to mcake is irreversible. Both mcake and ckp are part of the cakepie protocol. The interests of mcake should not be 100% protected at the expense of ckp. The entire cakepie protocol currently has 24.53M funds. Only 6.1% of the interests of mcake can be fully covered by the current compensation of pcs. If CKP successfully transfers to the protocol later (for example, to mPendle/PNP), the 6.1% income may be the protocol income for 1-2 months. There is no need to accept the strict conditions of PCS and sacrifice the interests of the entire CKP/MGP protocol and ecosystem.
No matter how the share ratio of mcake/ckp is negotiated later, or the entire protocol is converted into another protocol (for example, to mPendle/PNP), the first step is to reject the unreasonable compensation agreement of pcs forcing mcake to exchange 1:1. This unreasonable precondition for compensation is a plan by PCS to divide our community. Only by rejecting this unreasonable condition can the representatives of all parties in our community sit down and discuss the next steps of the agreement. We are all part of the community, and we do not want anyone to become a victim while others remain unscathed.