Multicoin合伙人:三点读懂我们为何领投Wormhole 2.25亿美元融资

币圈资讯 阅读:38 2024-04-22 04:06:41 评论:0
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作者:Kyle Samani,Multicoin Capital合伙人;翻译:比特币买卖交易网xiaozou

Crypto正走向多链未来,需要一个安全且灵活的互操作性平台来联通整个行业。Wormhole是一个全面互操作性平台,是市场上的一个领先解决方案。

2024年4月4日,我很高兴地宣布,我们参与领投了对Wormhole的一轮2.25亿美元融资。该轮融资于去年年底完成,在W代币发布之际,我们正式对外宣布我们的投资。

1、领先的多链平台

大多数人认为Wormhole只是一个bridge。但它远不止于此。Wormhole是一个开发平台,许多类别的大量应用程序可以基于其上进行建设:多链DeFi协议和应用程序(Aave、Circle USDC、Hashflow、Pike、Magpie)、多链治理(Uniswap),代币桥(Portal、Carrier)、多链oracle feed(Pyth)、钱包内桥接(Backpack)、多链NFTs(DeGods、y00ts),等等。

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Wormhole最让我们兴奋的地方是基于它构建的应用程序是多种多样的。而且现在还处于早期阶段。随着使用Wormhole桥接的资产规模超过410亿美元,Wormhole原生应用的机会空间将继续增长。

最近,Wormhole跨越了一个重要的里程碑:多链消息达10亿。这在所有跨链消息传递系统中是最多的。

但或许,最重要的一点是,Wormhole支持近30个不同的链,这让它成为一个非常强大的桥接解决方案。Wormhole几乎运行在所有主要的EVM链上,还有Near,以及基于Move语言的链(如Aptos和Sui),当然还有Solana。

Wormhole是最具多样化最灵活的加密堆栈之一。它从发布的第一天开始就优先考虑到了多样性和灵活性,并且他们还在不断投资于多链支持。这是一个冒险的决定,但最终结果证明,这一决定是有先见之明的。

2、用户体验的重要性

Wormhole最重要的用例之一是资产挂钩,使用的是Portal等前端。Portal是第一个在Wormhole上开发的第三方产品。

Portal上线后不久,Wormhole发布了一个前端工具Wormhole Connect,开发者可以将其直接嵌入到他们的应用程序中。Wormhole Connect使得应用程序可以轻松地支持来自任何链上任何资产的存款和取款。Wormhole Connect使衍生品DEXs(如Drift)能够提供与CEXs(如Binance、OKX、Bybit和Coinbase International)相媲美的用户体验。用户可以轻松地将任何资产存入Drift作为抵押品,而不必关心该资产来自哪个链。Wormhole Connect使跨链用户体验无摩擦,实现了重大解锁。

WzzAJxqcqn0Rh9Du2N8USLBMMA1KCPFLebPfSQWx.jpeg

最近,Wormhole推出了原生代币转移功能NTT。使用NTT框架的代币可以使用燃烧和铸币(burn-and-mint)机制实现无缝跨链转移,而不是在原始链上使用传统的锁定机制。这降低了gas成本,降低了延迟,同时提高了最终用户的安全性。最重要的是,代币在Wormhole Connect中是无缝桥接的。用户和应用程序开发人员都不必考虑这方面的问题。

最后,Wormhole还支持Circle CCTP进行跨链原生转移USDC。

总之,Wormhole支持跨链转移资产的所有三种方法:资产挂钩、原生代币转移和CCTP。由于Wormhole使用单个SDK支持所有三种方法,所以开发人员可以轻松地集成并支持所有资产配置。

3、Wormhole的ZK未来

桥接系统面临的最大的挑战就是验证。链B如何知道链A在某一区块高度时的最终状态?

一直以来,每个桥接系统(包括Wormhole)都要依赖一定程度的信任才能进行多链验证。1月份,Wormhole公布了他们的ZK(零知识)路线图。Wormhole正在全力投入ZK验证。最终,这将带来一系列的好处,包括更好的用户体验,更好的DevEx,甚至是更高的安全性。

我们与Wormhole团队已经合作了一段时间,我们非常兴奋。他们是杰出的建设者,看着他们精心建设我们心目中领先的资产桥和领先的多链开发平台,真是让人赞叹不已。我们很荣幸能够支持Robinson Burkey和Wormhole团队。


The bitcoin trading network is moving towards multi-chain. In the future, it needs a safe and flexible interoperability platform to connect the whole industry. It is a comprehensive interoperability platform and a leading solution in the market. I am pleased to announce that we participated in the right round of financing of 100 million US dollars, which was completed at the end of last year. At the time of token release, we officially announced that our investment is a leading multi-chain platform. Most people think it is just one, but it is far more than that. A development platform, a large number of applications of many categories can be built on it. Multi-chain protocols and application multi-chain governance token bridge multi-chain wallet bridge multi-chain and so on. What excites us most is that the applications built on it are diverse and are still in the early stage. With the use of bridged assets exceeding 100 million dollars, the opportunity space for native applications will continue to grow. Recently, an important milestone has been crossed, with multi-chain messages reaching 100 million in all cross-chain messaging systems. There are the most in the system, but perhaps the most important point is to support nearly 10 different chains, which makes it a very powerful bridging solution. There are also language-based chains such as and, of course, one of the most diverse and flexible encryption stacks. It has given priority to diversity and flexibility from the first day of release, and they are still investing in multi-chain support. This is a risky decision, but the final result proves that this decision is prescient. The importance of user experience is one of the most important use cases. The front-end is the first third-party product developed in the world, and a front-end tool was released shortly after it went online. Developers can directly embed it into their applications, so that the applications can easily support deposits and withdrawals from any asset in any chain, so that derivatives can provide a user experience comparable to that of, for example, and users can easily deposit any asset as collateral without caring about it. Which chain does the asset come from, which makes the cross-chain user experience frictionless, and realizes a major unlocking. Recently, the native token transfer function has been introduced. The tokens using the framework can be transferred seamlessly across the chain by using the burning and coinage mechanism instead of using the traditional locking mechanism on the original chain, which reduces the cost, reduces the delay and improves the security of the end users. The most important thing is that the tokens are seamlessly bridged in the chain, and users and application developers do not have to consider this issue. Finally, cross-chain transfer is supported. In short, all three methods of supporting cross-chain transfer of assets are supported, and the original token transfer of assets is supported. As a result of using a single method to support all three methods, developers can easily integrate and support all asset configurations. The biggest challenge facing the future bridge system is to verify how the chain knows the final state of the chain at a certain block height. Every bridge system has always relied on a certain degree of trust to carry out multi-chain verification. Their zero-knowledge road map was announced last month. In the end, it will bring a series of benefits, including better user experience, better and even higher security. We have been working with the team for some time, and we are very excited that they are outstanding builders. It is amazing to watch them carefully build the leading asset bridge and leading multi-chain development platform in our mind. We are honored to support and team. 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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