探讨ETH与Solana的真正差异

币圈资讯 阅读:45 2024-04-22 12:06:23 评论:0
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原文作者:_gabrielShapir0,加密律师 来源:X@lex_node 翻译:善欧巴,比特币买卖交易网

我一直以来都想写这篇文章,自从一年前深入研究Solana(以及其在DApp层面的中心化来源)以来,我一直在思考这些问题。

总的来说,在我看来,Solana通过将成本转移到DApp团队和基础设施提供商,而不是用户身上,来寻求实现更好的可扩展性和可组合性。这也是SOL价值飞轮的来源。

如果链的目标是低费用,那么代币价值主张不能是交易费用...这与以太坊形成对比,以太坊的价值飞轮来自于用户需要支付(并部分燃烧)ETH进行每笔交易,这使得用户付出高昂的代价,但对ETH持有者来说却有好处。

另一方面,你需要某种价值主张,否则你的链将无法保证安全...Solana如何解决这个问题?

-->向DApp收取状态租金(即DApp团队)

-->向验证者收取投票费(即验证者必须支付才能对区块进行投票)

这两个在以太坊上找不到的特性,为SOL创造了额外的价值驱动力,在某种程度上抵消了SOL需求来自交易费用的缺乏,并缓解了一些安全问题(例如状态膨胀)。

问题是:这两个问题都倾向于限制去中心化(成为验证者的固定成本增长)或限制自治(由于状态租金和社区(与DApp开发者相比)协调支付的难度,DApp的不可变性并不是一个真正的问题)。

第一个问题已经在@ceterispar1bus在他的关于Solana的精彩Delphi Research文章中指出。

HkyAVftjVkj5RZRsPN1XNt0xsvoeZspxq0yXA0aM.png

第二个问题,我们已经看到至少有一个Solana DApp团队在熊市期间放弃了他们的DApp。

F7wfbAyXUW64E6hyqOID30ElZBOymgd8s3uS8gVA.png

抛开代币经济学,还有 Solana 高效验证器硬件要求的问题...然而,尽管这是由 ETH maxi 不断强调的问题,但这并不是 "集中化" 的问题 - Solana 验证者是去中心化的(高 Nakamoto 系数)。

PEY3gnu9sT08umZKf2NzJV8e6RHn0bQGyGShYYjq.png

还有 Solana 上智能合约如何工作以及随之而来的集中化/信任问题...Solana 合约使用文字上链继承结构,例如所有 NFT 都是由 Metaplex 多签控制的主 NFT 合约的子合约。

Hgo8suCxzCH1Ixh57FsQAPgFz0lzK0tcz8j7K0M6.png

这会产生明显的信任问题,但这个模型也有一些好处,因为它使创建新的合约标准成为一种创业活动,并减轻了用户的尽职调查负担(不再需要检查单个令牌合约的部署)。

顺便说一下,这和 cNFT 模式也显示了有时成本是隐藏的...如果有太多的寻租者,用户成本可能会增加,而 Solana 在结构上提供了一些这方面的机会,而以太坊则不具备...MetaPlex 可能会永远对 NFT 交易征税。

与此同时,cNFT 是很酷的,使用户更便宜,总体成本更低,但将这些降低的成本转嫁给 DApp 团队以支付 RPC 来维护数据,这意味着,就像状态租金问题一样,Solana DApps 可能无法通过 "巴哈马测试"。

在所有这些中,如果说 Solana 比以太坊等更 "集中" 的话,那是一个巨大的错误...这不是去中心化的问题...而是自治性的问题,即审查抵抗力。

而以太坊至少在理论上是为实现不可变性、自治性和审查抵抗力而设计的,并相应地向用户收取高昂的费用,而 Solana 之所以廉价,是因为它更多地将安全成本转嫁给验证者和 DApp 提供商...

因此,一般来说,对于Solana DApps来说,从团队中实现信任最小化将变得更加困难(影响自治),理论上,Solana验证的经济规模效应应该至少比以太坊验证者更大(去中心化)。

此外,我们只关心去中心化因为它限制了自治。因此,高性能硬件要求等问题的真正问题在于,Solana验证可能仅限于容易受到攻击或被扣押的复杂数据中心,这可能导致审查制度。

如果你相信区块链的独特卖点是抗审查/自治,那么ETH仍然是一个更好的选择,因为它更适合区块链所服务的独特目的。

然而,如果以太坊在抗审查方面也不是很好呢?如果以太坊实际上并不是非常自治呢?

最终,在PoS系统中自治的基础是社区愿意UASF并社交制裁那些进行审查的验证者的意愿。不幸的是,最近在涉及OFAC等方面时,以太坊在这方面并没有表现出很大的决心。

在PoS上进行社交制裁的商业现实是,你不仅仅是制裁验证者,而且,如果验证者是(许多可能是)机构,他们的许多使用质押作为服务的无辜客户也会受到影响。

因为Coinbase *遵守法律*而审查了OFAC的智能合约,所以有几个以太坊开发者真的会舒服地社交制裁数百万美元的Coinbase客户的ETH吗?我对此表示怀疑,似乎Vitalik也对此表示怀疑(现在提倡隐私池)。


I've always wanted to write this article. I've been thinking about these issues since I made an in-depth study a year ago and its centralized source at the level. Generally speaking, in my opinion, we seek to achieve better scalability and composability by shifting costs to teams and infrastructure providers rather than users. This is also the source of the value flywheel. If the goal of the chain is low cost, then the token value proposition cannot be a transaction. Cost This is in contrast to the Ethereum. The value flywheel of Ethereum comes from the fact that users need to pay and burn part of each transaction, which makes users pay a high price, but it is good for the holders. On the other hand, you need some kind of value proposition, otherwise your chain will not be able to guarantee security. How to solve this problem? Charge the state rent, that is, the team charges the verifier a voting fee, that is, the verifier must pay to vote on the block. These two characteristics that cannot be found in Ethereum create extra. To some extent, the value driving force offsets the demand from the lack of transaction costs and alleviates some security problems, such as state inflation. Both of these problems tend to limit the fixed cost growth of decentralization as verifiers or restrict autonomy. Because of the invariance of state rent and the difficulty of coordinating payment between communities and developers, the first problem has been pointed out in his wonderful article on, and we have seen at least one problem. During the bear market, the team gave up their problem of putting aside token economics and hardware requirements for efficient verifiers. However, although this is a problem that is constantly emphasized, it is not a centralized problem. Verifiers are decentralized, and how smart contracts work and the ensuing centralized trust problems. Contracts use a literal chain inheritance structure, such as all sub-contracts of the main contract controlled by multiple signatures, which will have obvious trust problems, but this model also has some benefits. It makes the creation of a new contract standard an entrepreneurial activity and reduces the due diligence burden of users. By the way, it is no longer necessary to check the deployment of a single token contract. By the way, this sum model also shows that sometimes the cost is hidden. If there are too many rent-seekers, the user cost may increase, which provides some opportunities in this area structurally, while Ethereum does not have the possibility to tax transactions forever. At the same time, it is cool to make users cheaper and the overall cost is lower, but these reduced costs are passed on to. The team maintains data by paying, which means that it may not pass the Bahamas test just like the state rent problem. If it is more concentrated than Ethereum, it is a huge mistake. This is not a decentralization problem, but an autonomy problem, that is, the review resistance. Ethereum is designed at least in theory to achieve immutable autonomy and review resistance, and correspondingly charges users a high fee, but it is cheap because it transfers more security costs. Marrying a verifier and a provider will generally make it more difficult to minimize trust from the team. The economic scale effect of verification that affects autonomy should be at least greater than that of Ethereum verifiers. In addition, we only care about decentralization because it limits autonomy, so the real problem of high-performance hardware requirements is that verification may be limited to complex data centers that are vulnerable to attacks or seizure, which may lead to censorship. If you believe in the uniqueness of blockchain, The special selling point is anti-censorship autonomy, so it is still a better choice because it is more suitable for the unique purpose served by blockchain. However, what if Ethereum is not very good at anti-censorship? What if Ethereum is not very autonomous in fact? Ultimately, the basis of autonomy in the system is the willingness of the community and the willingness of those verifiers who conduct censorship. Unfortunately, recently, when it comes to other aspects, Ethereum has not shown great determination to impose social sanctions on the business reality. But you are not only a sanction verifier, but also many innocent customers who use pledge as a service will be affected if the verifier is many institutions. So how many Ethereum developers will really sanction millions of dollars of customers comfortably socially because they abide by the smart contract reviewed by the law? I seem to doubt this, and I now advocate privacy pools. 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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