详解币安新上线跨链互操作性赛道项目 Axelar 的地位与前景
作者：陈剑Jason 来源：X，@jason_chen998
币安近期连着上线了3个链抽象/全链互操作性赛道的项目Axelar、Wormhole和Omni，且LayerZero发币后大概率也上币安，以及还有一大堆没上币安的Zeta、Connext、Entangle、DappOS等...模块化的爆发催生了链抽象的爆发，导致今年是“跨链大年”，大部分链抽象的项目我都已经单独写过文章，不少读者让我再聊聊已经发币很久但最近才刚上币安的老牌项目Axelar。
先强调一点我个人认为大部分发币很久但是牛市才上币安的项目，从概率来说都暂时先不要碰，因为很多人都是苦熬这么久终于等到上币安后开始卖，如Metis、TAO和Axelar等，所以要先等着消化洗完后再择机入场捡漏。
我之前整理了一个币安投资且已发币但未上币安的项目，Axelar就在里面顺利命中，我也还在苦熬同样在表单中的APX看本轮牛市能不能给个惊喜。
首先Axelar近期比较值关注的动作是和Sui合作构建全球流动性层，并宣称“有可能增加所有Web3的流动性”，但更详细但内容也还没有放出来，官推说需要再等待进一步提案细化。全球流动性层这个概念最早是22年Osmosis与Axelar合作之后提出的，Osmosis也自然成为了目前最大的跨链Dex，没错Axelar也又是基于Cosmos SDK开发的Cosmos生态项目，Cosmos生态这一轮是真的赢麻了。
Axelar和Osmosis这两个同属Cosmos生态的项目合作后效果还不错，所以Axelar跳出Cosmos生态寻求与Sui在内的其他公链合作将全球流动性层复制出去，最终实现的效果就是帮助公链的DEX可以与其他公链进行对接加深流动性，以及提高存取款和交易的效率尽可能达到CEX效果。
值得注意的是Axelar本身自己就是一条链，其结构如下图所示，并不是一个跨链桥，所以Axelar也有节点和智能合约去实现各种复杂逻辑，并且有自己的虚拟机Axelar VM，从而可以在跨链的过程中去自动执行掉复杂的交互操作，所以在Axelar的官网中给自己的叙事定义是“以太坊已经建立了可编程货币，Axelar 正在构建可编程互操作性”，不少朋友问我链抽象和跨链桥到底有什么区别，其实链抽象是跨链桥的一个升级版，主要的区别就在于是否具备可编程性与可扩展性，就像是iPhone智能手机之于诺基亚功能手机的区别。
因为Axelar是一条链所以其Token除了用于质押治理以外还用于支付Gas费，具体机制如下图所示，根据其官方2024年RoadMap中所描述的，今年会计划推动Gas通缩机制的落地，分两步进行：
1.减少每个第三方公链加入Axelar生态后的奖励，而这一部分之前是通胀的。
2.将本来支付给验证者节点的Gas费燃烧掉一部分，从而实现通缩，类似于以太坊EIP1559之后的状态。
目前第一步已经完成，第二步正在提案中，所以这是需要值得关注的Alpha，时不时看看官方社区之类的。
跨链互操作性真的是一个非常卷且巨头林立的赛道，有Chainlink、LayerZero、Wormhole、Axelar、Zeta、Entangle....任何一个挑出来都是很能打的独角兽级别，Axelar在里面相对基本面还算扎实，Axelar 已执行超过 100 万笔交易，累计交易额接近 70 亿美元，目前生态已经集成的包括
DeFi：dYdX、Frax Finance、Lido、PancakeSwap、Uniswap
传统企业：万事达卡、微软、摩根大通
RWA：Centrifuge、Circle、Ondo Finance、Provenance
钱包：Ledger、MetaMask、TrustWallet。
综上所述Axelar属于有基本面打底、有未来预期（虚拟机开放+经济模型通缩）且上币安后一直跌的项目，具备一定择机捡漏的机会。
The author Jian Chen Yuanbi 'an recently launched a project of a chain-abstract full-chain interoperability track, and the modular explosion that there is a high probability that it will be put on the currency after the currency is issued, as well as a lot of other projects that have not been put on the currency, gave birth to the outbreak of the chain abstraction, which led to this year's cross-chain year. I have written articles separately for most of the chain-abstract projects. Many readers asked me to talk about the old-fashioned projects that have been issued for a long time but have just been put on the currency recently. First of all, I personally think that most of the coins have been distributed for a long time, but the bull In terms of probability, don't touch any of the projects for the time being, because many people have been suffering for so long and finally wait until the money is put on, so we have to wait until it is digested and washed, and then choose the opportunity to enter the market to pick up the missing items. I have sorted out a project that has been invested in the money but has not been put on the money, and I am still suffering from it. Let's see if this bull market can give a surprise in the form. First of all, the recent action of comparison and cooperation is to build a global liquidity layer and claim that it is possible to increase all. Liquidity is more detailed, but the content has not yet been released. Officials say that we need to wait for further proposals to refine the global liquidity layer. This concept was first put forward after cooperation in and naturally became the largest cross-chain ecological project at present. Yes, it is also based on development. This round of ecology has really won. After cooperating with these two ecological projects, the effect is not bad, so the ultimate effect is to help. The public chain can be connected with other public chains to deepen liquidity and improve the efficiency of deposit and withdrawal and transaction. It is worth noting that it is a chain itself, and its structure is not a cross-chain bridge as shown in the figure below, so it also has nodes and smart contracts to realize various complex logics and its own virtual machine, so it can automatically perform complex interactive operations in the process of cross-chain. Therefore, the narrative definition in official website is that Ethereum has established programmable goods. Money is building programmable interoperability. Many friends asked me what is the difference between chain abstraction and cross-chain bridge. In fact, chain abstraction is an upgraded version of cross-chain bridge. The main difference lies in whether it has programmability and expansibility, just like the difference between smart phones and Nokia function phones. Because it is a chain, it is also used to pay fees in addition to pledge governance. The specific mechanism is shown in the following figure. According to the official plan described in the middle of this year, it will be implemented in two steps to promote the deflation mechanism. Reduce the reward of each third-party public chain after joining the ecology, which was inflated before, and burn a part of the fee originally paid to the verifier node to realize deflation, which is similar to the state after the Ethereum. At present, the first step has been completed, and the second step is under proposal, so it is worth paying attention to from time to time to see the cross-chain interoperability such as the official community. It is really a very voluminous and giant track, and any one selected is very capable of playing unicorn level in it. This face is fairly solid. More than 10,000 transactions have been executed, and the cumulative transaction volume is close to 100 million US dollars. At present, the ecology has been integrated, including the traditional enterprise MasterCard Microsoft JPMorgan Chase wallet. In summary, it belongs to the projects with fundamental fundamentals and future expectations, virtual machine open economic model deflation and falling since the currency was put on the market, and there is a certain opportunity to pick up the leak. 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台
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