以太坊终局:从B2C转向B2B 对以太坊社区意味着什么

币圈资讯 阅读:46 2024-04-22 11:10:28 评论:0
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作者:Viktor Bunin,Coinbase Cloud资深协议专家;翻译:比特币买卖交易网xiaozou

本文主要内容是关于以太坊社区将如何随着时间的推移而发展变化。

最近,推特上关于比特币和Solana社区的热度很高,主要基于根本性优化、创收增强、以及数据指标上升带来的炒作,是理所应当的。但以太坊社区(仍然是加密采用和创新的中心)有时却表现得异常沉默。这让我感到好奇,仅仅是因为以太坊相关数据没有上升吗?

我认为还有更深层的原因:以太坊区块链正在从B2C(执行)转向B2B(结算)。

这是以太坊终局(Endgame)一个众所周知的技术结果,但我还没有看到多少关于其对以太坊社交层和社区影响的文章,所以我尝试在本文展开这个话题。

从长远来看,以太坊区块链的用户量会比现在更多还是更少?

我认为会更少。

L2已经消耗了以太坊gas的20%,而且我预计这一比例在未来几年还将继续上升,虽然像EIP-4844和Full Danksharding这样的技术进步大大降低了rollup驻扎以太坊的成本。

以太坊区块链最终用户的减少意味着以太坊社区相对来说也将变小。

Rb82YfWkmzjZepB2Fa20mit2crh2JhPelpuG0Kiw.png

而人们的身份将变得像套娃,与之高度相关的主要是那些最面向用户的组件,例如Base、Arbitrum One或Polygon DeFi zkEVM等网络。

你今天在Twitter上看到的是,上述L2社区正在迅速增长,但主要都关注各自的链,而不是面向更广泛的以太坊。

这一现实使得人们,尤其是批评者,很难对以太坊活动进行推理预测,因为它不再是一个单一的链和社区,而是一个由链和社区构成的生态系统。

FnyloB3tcLEQ4GVFNelVLyoX7vXfbdvuT77ZLugo.png

讽刺的是,人们多年来也很难对Cosmos社区用户进行推理。

这一变化也意味着,根据定义,以太坊生态系统不再只有单一的总叙事。多元化的社区和意见都是叙事,这与我们过去在加密生态系统中所见的并不相符(例如,以太坊转为PoS,Solana推出Firedancer,比特币的使用转向Lightning)。

可以肯定的是,以太坊区块链本身有一个依赖核心开发人员和EIP的愿景,该愿景在Vitalik更新的以太坊路线图中有所描述,但这只是众多以太坊叙事中的一个,包括optimistic rollup、zk-rollup、共享排序、隐私rollup、数据可用性、身份验证、NFT、特定用例rollup(如游戏)等。

这种社区扩散的趋势只会加速发展,不仅在以太坊上,在所有通用智能合约链上均如此。

毕竟,加密生态系统正计划吸引80亿用户。假设随着时间的推移只存在一个以太坊社区或一个Solana社区,该是多么荒谬,因为规模的扩展注定会破坏亲密关系。

那我们现在该怎么办?

对于以太坊社区来说,成功完成这一转变意味着什么?

在这里,我将借助三个标准:

(1)首先,以太坊最重要的社会原则在整个rollup生态系统中得到维护。这些原则就是去中心化、可信中立性、无需许可的访问和创新。对于最终用户来说,如果他们受到审查或资产被rollup生态系统扣押,以太坊区块链是否可信中立并不重要。

(2)第二个标准是,从用户角度来看,他们有权在使用rollup时获得与在以太坊主网上交易相同的安全级别。也就是说rollup应该继承以太坊的安全属性,即使rollup的排序器(sequencer)并不可信,他们也不能够窃取用户资金。

(3)最后,我认为对以太坊来说最重要的是,rollup生态系统应该使用ETH作为其主要货币。除了战术上的考量(rollup需要使用ETH在以太坊结算,用户已经拥有并喜欢ETH,ETH已经拥有很好的货币属性,等等),还有一个更深层次的原因——创造世界上最好的货币形式。

以太坊社区绝不能忽视这一目标。是时候创造一种不受任何人控制,但人人都能使用的货币了。我们在这方面大有机会。

但这并不是说每个rollup都必须在这些方面完美地执行。有些rollup将具备KYC门控,其他rollup将使用自己的代币支付gas费等。但这些指标指明了一个方向,即rollup生态系统是否是在进一步推进“以太坊”的抽象概念。

那么,还是同样的问题——这对以太坊社区来说意味着什么?

这意味着随着时间的推移,你会越来越少地听到人们谈论以太坊区块链本身,而是听到越来越多的关于其内部各种子社区的声音。

在未来几十年加密货币发展的考验和动荡中,以太坊区块链将是一股忠实的、理所当然的中坚力量。

这种发展动态将与web2类似,虽然最初的重心放在互联网上,但现在我们关注的是在线社区,而将互联网视为理所当然的存在。

在很多方面,以太坊社区的终极目标是所有人都在以太坊社区中,但没有人将自己界定为以太坊社区成员。当然,L1链的概念逐渐模糊消失在大背景中也并非什么新鲜事。

Solana联合创始人Toly多年来一直主张,要更多地关注建立在区块链之上的事物,而非区块链本身。随着Solana的不断发展和普及,我很好奇Solana社区是如何随着时间的推移与Solana一同发展的。

从长远来看,它的单体设计可能会使社区更加紧密,所以它的社区扩散方式将与我们如今在以太坊上看到的不同。与此同时,所有目光都集中在以太坊社区,因为它让这个迷人的变革更加多样化。


The main content of this article is about how the Ethereum community will develop and change with the passage of time. Recently, the popularity of Bitcoin and the community on Twitter is very high, mainly based on fundamental optimization, income generation enhancement and the hype brought by the rising data indicators. However, the Ethereum community is still the center of encryption adoption and innovation, but sometimes it is extremely silent. This makes me wonder just because the relevant data of Ethereum has not risen. I think there is a deeper reason that the Ethereum blockchain is shifting from execution to settlement, which is a well-known technical result of Ethereum, but I haven't seen many articles about its influence on the social layer and community of Ethereum, so I try to start this topic in this paper. In the long run, will the number of users of Ethereum blockchain be more or less than it is now? I think it will be less, and I expect that this proportion will continue to rise in the next few years, although it is like this. Technological progress has greatly reduced the cost of stationing in the Ethereum. The decrease of the end users of the Ethereum blockchain means that the Ethereum community will be relatively smaller, and people's identities will become like dolls. The most user-oriented components, such as or other networks, are highly related to it. What you see in the newspaper today is that the above communities are growing rapidly, but they are mainly concerned about their own chains rather than the wider Ethereum. This fact makes it difficult for people, especially critics, to reason about the activities of the Ethereum. Prediction because it is no longer a single chain and community, but an ecosystem composed of chains and communities. Ironically, it is difficult for people to reason about community users for many years. This change also means that according to the definition, the Ethereum ecosystem is no longer just a single general narrative, and diverse communities and opinions are all narratives, which is not consistent with what we have seen in the encryption ecosystem in the past. For example, Ethereum has turned to the use of Bitcoin, and it is certain that the Ethereum blockchain itself has one. The vision of relying on the core developers and is described in the updated roadmap of Ethereum, but this is only one of many Ethereum narratives, including sharing, sorting, privacy, data availability, authentication, and specific use, such as games. The trend of community proliferation will only accelerate development, not only in Ethereum, but also in all general intelligent contract chains. After all, the encryption ecosystem is planning to attract hundreds of millions of users. Suppose there is only one Ethereum community or one community over time, how barren it would be. Paradoxically, because the expansion of scale is bound to destroy intimacy, what should we do now? What does it mean for the Ethereum community to successfully complete this transformation? Here, I will use three standards. First, the most important social principles of Ethereum are maintained in the whole ecosystem. These principles are decentralization, credibility and neutrality, and unlicensed access and innovation. It is not important for end users if they are censored or their assets are seized by the ecosystem. The second criterion is that from the user's point of view, they have the right to obtain the same security level when using it as when trading on the main network of Ethereum, that is to say, they should inherit the security attributes of Ethereum, even if the sorter is not credible, they can't steal users' funds. Finally, I think the most important thing for Ethereum is that the ecosystem should use it as its main currency, in addition to tactical considerations, it needs to be used to settle accounts in Ethereum, and users already have and like to have good currency attributes. A deeper reason to create the best currency form in the world, the Ethereum community must not ignore this goal. It is time to create a currency that is not controlled by anyone but can be used by everyone. We have great opportunities in this respect, but this does not mean that everyone must implement it perfectly in these aspects. Some will have gate control, others will use their own tokens to pay fees, etc. However, these indicators point out a direction, that is, whether the ecosystem is further promoting the abstract concept of Ethereum, so it is still the same. What does this mean for the Ethereum community? This means that with the passage of time, you will hear less and less people talking about the Ethereum blockchain itself, but more and more voices about various sub-communities within it. In the test and turmoil of cryptocurrency development in the next few decades, the Ethereum blockchain will be a loyal and natural backbone, and this development trend will be similar. Although the initial focus is on the Internet, now we are concerned about online communities. The Internet is taken for granted. In many ways, the ultimate goal of the Ethereum community is that everyone is in the Ethereum community, but no one defines himself as a member of the Ethereum community. Of course, the concept of chain has gradually blurred and disappeared in the background, and it is nothing new. For many years, the co-founders have advocated paying more attention to things built on the blockchain rather than the blockchain itself. I am curious about how the community has developed with time. In the long run, its single design may make the community closer, so its community diffusion mode will be different from what we see in the Ethereum today. At the same time, all eyes are focused on the Ethereum community because it makes this fascinating change more diverse. 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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