2024 年会是模块化区块链年吗?

币圈资讯 阅读:40 2024-04-22 10:39:27 评论:0
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作者:Dynamo DeFi 翻译:善欧巴,比特币买卖交易网

趋势和叙述

2024 年会是模块化区块链年吗?

每隔一段时间,就会出现一个新的加密生态系统,它与以前的生态系统根本不同:

  • 2020 年 DeFi

  • 2021 年 NFT

可以认为,基础设施正快速到位,类似的事情也可能会发生在模块化区块链上。简而言之,模块化区块链是定制链,就像乐高一样,可以选择不同的区块链组件来满足其需求:

  • 结算

  • 数据可用性

  • 执行环境

由于这些模块化区块链是高度定制的,因此它们非常适合针对特定目的的应用链和智能合约链。以前,启动一个定制链是一项艰巨的任务,但现在,新的即时服务解决方案让它变得像点击几个按钮一样简单。

随着这种基础设施的改进,今年可能会有数十个甚至数百个模块化区块链启动。Cosmos 上构建的数据可用性层 Celestia 将是这一扩张的主要受益者之一。来自 Blockworks Research 的 Dan Smith 概述了 Celestia 的未来可能是什么样的:

7f9jOdcYGumcCv4S2acpkesqtyO1OoYy3C4HBaiI.png

模块化扩展的另一个重要基础设施是 Dymension。Dymension 正在寻求为 Rollup 创建一个支持 IBC 的标准,开发人员只需单击几下即可使用该标准来部署自定义 Rollup。在接受 The Rollup 采访时,Dymension 创始人谈到了 Dymension 如何融入模块化生态系统:

EN7VsXrT7o2XxcGPoJlKlpdD7wjwQXjU5pROUTNc.png

世界代币化

比特币 ETF 已上线。华尔街的重要人物似乎对加密货币产生了更深的兴趣。

在本周的采访中,贝莱德首席执行官拉里·芬克(Larry Fink)多次赞扬加密货币和代币化的其他实用工具。在一次采访中,他谈到了未来所有金融资产将如何被代币化,以及这个资产所有权的全球分类账可以用于股东投票等事情:

OBwj0az3PiugWrmP9b7BwG51yChgGTY2KCnUagrK.png

尽管加密货币社区的人们多年来一直在谈论“超级代币化”,但现在看到全球最大资产管理公司的首席执行官谈论这个问题还是很了不起的。

请注意,华尔街的代币化计划将如何(如果有的话)如何涉及公共区块链还有待观察。然而,更多的代币化资产增加了加密货币的采用并使资产类别合法化。

链上分析

Arbitrum 打破 2021 年 TVL 历史新高

本周,Arbitrum 打破了长期以来的 TVL 历史新高。Arbitrum 之前的记录是在 2021 年 11 月。继 2023 年 ARB 空投之后,Arbitrum 差一点就打破了该记录。现在,两年多后,它终于打破了这一记录,成为 2021 年牛市中唯一打破 TVL 记录的主要连锁店之一。

9ibTgmASeW3AxkQQAF6oxKyHTvAFMErBmwVBvTAL.png

TVL 的增长在一定程度上是由桥接流入推动的。过去 7 天内,Arbitrum 的桥接净流入超过 1.75 亿美元。

txUOZrlz4NNeRjPmJdG16xvw5bzGrqMNBUZuVkPX.png

稳定币转账量创 365 天新高

稳定币转账是加密货币在现实世界中最好的用途之一,并且一直在增长。本周稳定币整体转账量创下一年新高。这一增长主要是由 Solana 推动的,自 12 月初以来,Solana 一直处于上升趋势。

8rf45pNMErBWkBclqG3aEi3oGxhn7mp5rft5iAdH.png

工具聚焦

使用 Celenium 追踪 Celestia 的使用情况

Celestia 在区块链世界中如此独特,以至于用常规指标衡量它可能会很困难。然而,通过账户、交易和数据块,仍然可以大致追踪其使用情况。Celenium 是一个面向开发人员的 Celestia 区块链浏览器。

zhltjZKKmZQoa6evoBgRyEIKh658CghSCht4zJcm.png

本周重要事件

趋势


Is the annual meeting the year of modular blockchain? Every once in a while, a new encryption ecosystem will appear, which is fundamentally different from the previous ecosystem. Every year, it can be considered that the infrastructure is rapidly in place, and similar things may also happen on the modular blockchain. In short, the modular blockchain is a customized chain. Just like Lego, different blockchain components can be selected to meet its needs. Due to these, Modular blockchains are highly customized, so they are very suitable for application chains and intelligent contract chains for specific purposes. Starting a customized chain used to be an arduous task, but now the new instant service solution makes it as simple as clicking a few buttons. With the improvement of this infrastructure, there may be dozens or even hundreds of modular blockchains starting this year, and the data availability layer built on it will be one of the main beneficiaries of this expansion. What kind of modular expansion is another important infrastructure that is seeking to create a supporting standard, which developers can use to deploy customizations with just a few clicks. In an interview, the founder talked about how to integrate into the modular ecosystem world. Bitcoin has been launched. Important people on Wall Street seem to have a deeper interest in cryptocurrency. In this week's interview, BlackRock CEO Larry Fink praised cryptocurrency and other practical tools for tokenization many times. In an interview, he talked about how all financial assets will be tokenized in the future and how the global ledger of asset ownership can be used for shareholders' voting. Although people in the cryptocurrency community have been talking about super tokenization for many years, it is still remarkable to see the CEO of the world's largest asset management company talking about this issue. Please pay attention to how Wall Street's tokenization plan will involve public blockchains, if any. However, it remains to be seen that there will be more tokenization. Assets have increased the use of cryptocurrency and legalized asset categories. Chain analysis broke the record high this week. The previous record was almost broken after year after year of airdrop. Now, more than two years later, it has finally broken this record and become one of the only major chain stores that broke the record in the bull market in 2008. To a certain extent, the growth is driven by bridge inflow. In the past few days, the bridge net inflow exceeded US$ 100 million, and the amount of stable currency transfer reached a new high. Fixed-currency transfer is one of the best uses of cryptocurrency in the real world, and it has been growing. This week, the overall transfer volume of stable currency hit a new high in one year. This growth is mainly driven by the upward trend since the beginning of the month. The usage of tool focus and usage tracking is so unique in the blockchain world that it may be difficult to measure it with conventional indicators. However, it is an important event trend of blockchain browser for developers this week that its usage can still be roughly tracked through account transactions and data blocks. 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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