模块化的乐高积木商店:AltLayer

币圈资讯 阅读:47 2024-04-22 09:35:47 评论:0
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作者:日月小楚 来源:medium

1 项目介绍

AltLayer是一个去中心化协议,它促进了原生和重新质押的rollup的启动,支持乐观(optimistic)和零知识证明(zk)rollup堆栈。

AltLayer是一个开放和去中心化的协议,专注于rollup技术。通过引入Restaked rollup的概念,AltLayer旨在将现有的rollup(例如OP Stack, Arbitrum Orbit, ZKStack, Polygon CDK等)与EigenLayer的restaking机制结合起来,以增强网络的安全性、去中心化、互操作性和加密经济的快速最终性。AltLayer通过三个垂直整合的主动验证服务(AVSes)为特定的rollup提供状态正确性验证、更快的最终性和去中心化的排序,从而为应用特定的rollup提供关键服务。

项目的主要特点和亮点

Restaked Rollups:

结合了使用rollup堆栈轻松启动rollup的便利性和EigenLayer restaking机制的强大功能,以引导网络安全和构建去中心化网络。

去中心化验证、快速最终性和排序:通过VITAL、MACH和SQUAD这三个模块化组件,为rollup提供去中心化的状态验证、快速最终性和去中心化排序。

Rollups-as-a-Service (RaaS) Launchpad:

提供一个多链和多虚拟机支持的无代码RaaS启动平台,允许开发者和非技术用户在几分钟内通过几次点击创建定制的rollup。

瞬时Rollups:

AltLayer引入了瞬时rollup的概念,允许开发者根据应用需求快速启动和销毁rollup,优化资源使用。

Restaked Rollups

Restaked Rollups利用了现有的rollup技术(如OP Stack, Arbitrum Orbit, ZKStack, Polygon CDK等)的便利性,并通过EigenLayer的restaking机制来引导网络安全和构建去中心化网络。这种方法允许在任何底层rollup堆栈上创建rollup,并为其提供三个关键服务:rollup状态的正确性验证、更快的最终性和去中心化的排序。

Restaked Rollup 利用现有的 rollup 技术栈(如 OP Stack, Arbitrum Orbit, ZKStack, Polygon CDK 等)和 EigenLayer 的重新质押机制相结合,旨在为 rollup 提供加强的网络安全性和建立去中心化网络。这一机制涉及到三个关键的服务,分别是:

  1. 验证 rollup 状态的正确性

  2. VITAL:这是一个去中心化的服务,专注于验证 rollup 状态的正确性。通过 VITAL,AltLayer 能够确保 rollup 上的状态转换是正确的,从而提高系统的安全性。

  3. 提供更快的最终性(通过 MACH,一个加速最终性达成的服务);

  4. MACH:MACH 是专门设计来提供快速最终性的服务。它通过加速交易确认过程,减少了等待最终性确认的时间,从而提高了整个系统的效率。

  5. 去中心化序列化(通过 SQUAD,一个用于去中心化序列化的服务)。

SQUAD,AltLayer 确保了交易的顺序是公平和随机的,避免了潜在的操纵和偏见。

Rollup-as-a-Service (RaaS)

AltLayer 的 Rollup-as-a-Service (RaaS) 是一个创新性的产品,它旨在简化和加速 rollup 的创建和部署过程,使得开发者和非技术用户都能够快速启动定制的 rollup。RaaS 产品的核心特点和功能如下:

核心特点

无代码平台:AltLayer 提供了一个用户友好的无代码发射台,允许用户通过简单的图形界面操作,而无需深入了解底层技术细节,就能够创建和部署 rollup。这使得即使是没有编程经验的用户也能够轻松入门。

多链和多虚拟机支持:AltLayer 的 RaaS 产品设计用于支持多链环境和多种虚拟机(VM),

包括以太坊虚拟机 (EVM) 和 WebAssembly (WASM)。这种设计使得 AltLayer 能够满足不同开发者的需求,支持更广泛的应用场景。

兼容多种技术栈:RaaS 支持多种 rollup 技术栈,包括 OP Stack, Arbitrum Orbit, Polygon zkEVM, ZKSync 的 ZKStack 和 Starkware 等,以及不同的共享序列化服务和数据可用性 (DA) 层,如 Celestia EigenLayer 和 Avail。这种模块化和兼容性使得开发者可以根据项目需求选择最适合的技术组合。

临时和持久 rollup:AltLayer 提供了两种类型的 rollup:临时和持久。临时 rollup 允许开发者在应用需求增长时快速启动一个定制的、高效且可扩展的 rollup,并在不再需要时进行处理。持久 rollup 提供了长期运行的解决方案,适用于需要持续服务的应用。

功能优势

  • 快速部署:使用 AltLayer 的 RaaS,用户可以在几分钟内通过几次点击即可启动定制的 rollup,大大缩短了从开发到部署的时间。

  • 增强的安全性和去中心化:通过重新质押机制,AltLayer 的 RaaS 产品增强了网络的安全性和去中心化,

  • 为用户提供了一个更加可靠和透明的环境。

  • 互操作性和加密经济的快速最终性:AltLayer 的技术框架提供了跨 rollup 的互操作性和加密经济的快速最终性,使得创建的 rollup 能够更有效地与其他区块链系统交互,并提供更好的用户体验。

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2 现状

Altlayer现有客户20多个,包括一些著名的项目,包括

Injective

  • 业务领域:Injective 是唯一一个为开发者提供如完全去中心化订单簿等强大模块的区块链

  • ,这些模块可用于构建多样化的复杂应用。Injective 是一个开放的、可互操作的智能合约平台,

  • 其生态系统由一系列专注于提供最佳用户体验的去中心化应用组成,

  • 旨在无限制地提供对去中心化金融市场、产品、服务和工具的访问,

  • 从而赋予个人更高效的资本分配能力。

Deri Protocol

  • 业务领域:Deri Protocol 是一种 DeFi 方式交易衍生品的协议,用于对冲、投机和套利,全部在链上执行。

  • 通过 Deri Protocol,交易在 AMM 范式下执行,位置以 NFT 形式代币化,与其他 DeFi 项目高度可组合。Deri Protocol 提供了一种链上机制,用于精确和资本高效地交换风险敞口,成为 DeFi 基础设施的重要组成部分。

Automata

  • 业务领域:Automata 是一家由 Binance Labs、Jump Crypto 等支持的区块链中间件服务提供商。

  • 他们最近推出了一个模块化的证明层,证明完全在链上进行,

  • 用于链外计算。该项目通过机器证明使链上验证重型计算成为可能,

  • 并使用 AltLayer 的 rollup 技术实现可扩展性。

3 融资机构

AltLayer通过两轮私人代币销售筹集了2280万美元,其中18.50%的ALT总代币供应以0.008美元/ALT和0.018美元/ALT的价格分别被出售。

22年7月,AltLayer 完成 720 万美元种子轮融资,Polychain Capital、Jump Crypto 和 Breyer Capital 领投,波卡创始人 Gavin Wood、前 Coinbase 首席技术官和前 a16z 合伙人 Balaji Srinivasan、Circle 联合创始人 Sean Neville 以及 Synthetix 和 Bodhi Ventures 的联合创始人 Kain Warwick 和 Jordan Momtazi 参投。

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4 代币经济学

ALT总量10亿枚,初始流通为11%。

https://www.binance.com/zh-CN/research/projects/altlayer

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初始流通为11%,包括launchpool 5%, 协议开发 3%, 生态系统和社区 3%。根据币安研报公布的解锁规则,每月解锁为协议开发0.35%,生态系统和开发 0.25%,财政部0.45%。

在6个月之后,也就是24年7月,团队、投资人、顾问开始解锁,首批解锁为1.88%、3.08%、0.83%。之后每月解锁为0.3%、0.52%、0.14%。

ALT是AltLayer的原生实用性代币

  • 经济债券:

  • ALT代币与restake的资产一起用于提供经济质押。

  • 如果检测到恶意行为,可以削减此质押。

  • 治理:ALT代币持有者可以投票决定治理问题。

  • 协议激励:

  • AltLayer生态系统中的运营者可以获得ALT代币作为他们

  • 服务的奖励。

  • 协议费用:网络参与者需要用ALT代币支付网络内部的服务费用。

5 链上数据分析0208

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持仓地址1:锁仓的alt

持仓地址2:币安钱包

持仓地址3:创世地址分发,推测为币安新的钱包

持仓地址4:解锁的部分,项目方持有

持仓地址5:空投的部分剩余

在创世生成的10亿ALT一共转入三个钱包,1)为89亿,对于未解锁的份额,现在为第一大持仓 2)转入3亿,至今未动 3)转入8亿ALT,对于Launchpool 5%和生态系统和社区的3%。所以,我们重点调查8亿枚ALT的去处

1)2亿,充值进入币安,作为launchpool的一部分

2)4千万做市商GSR,还持有23个ALT

3)4千万充值进入币安

4)3亿ALT,在空投钱包,现在只拥有5800万

5)2.14亿,移动到一个新钱包,未动。

6)500万,转入币安钱包

7)50万,celer的跨链桥

由于币安launchpool拥有5%也就是 5亿枚ALT,但是与其它lauchpool不同的是,项目方并没有一次性将5亿ALT充值进入币安交易所的钱包。这样需要对5亿的组成进行推理。

所以推测在创世转到的第二个地址的3亿枚,可能是币安的新钱包(虽然一些数据平台标注为Altlayer的项目方多签钱包)

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从币安钱包和空投钱包的地址的ALt变化来看,空投从24日可以开始领取,至今一共领取了2.4亿左右。但是币安交易所对于的钱包内只增加了9000万枚。所以一半以上空投的alt并没有充值进入交易所进行出售。这里必须说明一下,其它交易所以及uniswap上面所以也可以交易,但是总共的alt的量是比较小的。

币安交易所内alt的增加基本是来自24日,也是空投领取的第一天。虽然之后几天也有增加,但是量是非常小。说明之后领取空投的用户,充值进入交易所的比例变小。


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