Layer2生态困境:blast是否能打破行业僵局?

币圈资讯 阅读:39 2024-04-22 12:27:46 评论:0
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作者:Haotian,加密观察员 来源:X(原推特)@tmel0211

blast在两天内将TVL推升至2亿美元以上的惊人速度,让整个低迷数月的Layer2市场都感到颤栗,宛如“吸血鬼的降临”。在任务PUA、空投诱饵、以及Vitalik式内卷等多重因素的推动下,blast的涌入将Layer2的底牌完全摊开,我认为:

Blast的突袭Layer2可能不是它的成功之道,但却是Layer2行业的大幸。

为什么这么说呢?我们可以从宏观层面对Layer2行业的现状进行反思,这样就能更好地理解。

1)根据L2beat的数据统计,已经有60多个各类Layer2项目涌现,涉及OP-rollup、ZK-rollup、Validium、Plasma等多个类别。然而,这些项目大多仍在技术架构和叙事构建的阶段,围绕OP-rollup和ZK-rollup的争论不断,最终技术上,ZK-rollup胜出,并随后涌现了许多独具特色的ZK-rollup方案。

Starknet率先实现了Prover组件的开源和去中心化,其极限TPS超过89万+。Scoll、Taiko以更等效的EVM受到青睐,zkSync以隐藏式的ERC4337账户抽象体验而备受赞誉,最近可能再次引发新叙事的zk+Plasma等等。

风头正劲的VC们和撸毛党们都在忙着行动。Layer2市场呈现出前所未有的技术叙事繁荣。然而,这是否就是Layer2扩容的终局呢?

2)撇开技术因素,论生态,OP-rollup的Arbitrum和Optimism早已凭借碾压式的生态优势领先一步。Arbitrum以超过600个生态协议的数量和7亿美元以上的TVL傲视群雄。而被认为是终局rollup的zkSync,发展半年有余,TVL仅为500百万美元。

更何况,自发Token之后,Arbitrum并没有明显的数据增长。meme季没有发生在Layer2,比特币更是试图在Layer2再次创造辉煌。

整个以太坊Layer2的生态一直僵持在一个高度,核心原因鲜有人深入探讨。我认为,这是因为Layer2没有找到能强烈刺激的原生应用,纯金融应用、DeFi(DEX、lending、Derivatives)这三驾马车无法推动Layer2生态的增长。

Layer2应该吸引对Gas费敏感、对用户体验门槛敏感的长尾Mass Adoption用户。如果只是试图迁移主网上已经稳固的矿工、农民、科学家、机构等金融大户过来,那么,对不起,他们更在意的是“安全性”而不是性能上的改进。而备受诟病的Layer2 Sequencer中心化安全问题,竟然悄然被合理化了。就连备受技术推崇的ZK-rollup,在ZK电路上增加了开发门槛,也没有出现一些非ZK不可的杀手级应用。

这样的生态基础,又没有牛市外大量资金流入的刺激,注定让Layer2陷入技术叙事宏大、生态实际却蹩脚的尴尬处境。

市场憋足了力量,静待坎昆升级的到来,期盼坎昆之后会有明显的突破。然而,遗憾的是,坎昆EIP-4844只是在Gas费上做了一些优化处理,并不能直接推动生态的跃迁。

3)再来看四大Layer2项目引以为傲的Stack战略。从长远叙事构建上来看,Layer2将核心Sequencer、Prover等组件模块化,基于这些共享组件来强化Layer2和Layer3多链。这个策略看似不错,但总有一种过于急功近利的感觉。

以zkSync为例,虽然自身生态发展较慢,但推出了zk-Stack战略,一下子将zkSync变成了生态应用的一部分。这种明智之举把一切都扔给了开发者社区,潜在的寓意是,只要zk-stack发展足够快,zkSync作为模范链就已经很不错了,毕竟有一批忠实的支付Gas用户。(此处省略一句%&**&*%)

而Optimism则凭借Op-Stack构建了一个构建中心化Sequencer的坚实理由。毕竟,将Sequencer共享出去,采用committee委员会的治理方式来构建Superchain,以弥补去中心化工作不足,确实是说得过去的。

所以,Stack战略实际上是一个巧取豪夺的策略,避开了Layer2当前技术和生态的诸多不足,抽象出一个超前的战略。现在看来,各种Stack战略,除了增加一些更宏大的叙事,以及整合行业稀缺的开发者资源之外,C端用户短期内看不到甜头。

综上所述。

回到主题观点,我认为blast进入Layer2纯粹是搅局作乱一点都不过分。

短期内,它会抽走其他Layer2本已视为珍宝的稀缺流动性。长期来看,让一个迫切需要建设的Layer2过早地尊崇一种躺平earn的无为方式,完全违背了Layer2扩容生态的初衷。

blast正中paradigm的web3 Tokenomics经济学的毒药,看到Layer2生态现在的死气沉沉,试图用一剂猛药刺激一下。

从构建Layer2的角度来看,这个出发点是错误的,不管TVL多高,用户量多大,都只是存量市场内耗。个体的成功并没有太大意义,但从行业搅局者的角度来看,一定要为它喝彩。

可以预见,blast的搅局可能会带来两个直接影响:

1)Layer2发币潮,如果blast抽走了市场绝大多数的流动性,其他ZK-rollup本就相对冷门的Layer2选手,除了发Token刺激引流,还有什么选择?即使他们不急,背后投入重金的VC也会极力推动。

2)Layer2洗牌,市场上Layer2已经太多,现在是时候进行洗牌,优胜劣汰。特别是一些速成或拼凑的Layer2将会被打回原形,这将给Layer2市场带来崭新的局面。

总之,blast可能不会像compound一样给Layer2带来治理代币的DeFi夏季,但至少会加速Layer2行业走向夏季前夜。


The original Twitter, the author's encrypted observer source, will rise to more than 100 million dollars in two days, which makes the whole market in a downturn for several months tremble, like the arrival of vampires, and the influx of tasks, airdrops, decoys and involution will spread the cards completely. I think the surprise attack may not be its success, but it is the great fortune of the industry. Why do you say this? We can reflect on the current situation of the industry from a macro level, so that we can better understand the statistics based on it. A number of various projects have emerged, involving many categories. However, most of these projects are still in the stage of technical architecture and narrative construction, and the arguments around harmony continue to win in technology. Subsequently, many unique solutions have emerged, which have taken the lead in realizing the open source and decentralization of components. Their limits have exceeded 10,000, and they have been praised for their more equivalent favor and hidden account abstract experience. Recently, they may once again trigger new narratives, and so on. The fans and Maoists who are in the limelight are busy presenting in the mobile market. Unprecedented technical narrative prosperity, however, is this the end of expansion? Aside from technical factors, the ecological sum has already taken the lead by virtue of the crushing ecological advantage, and it is considered as the final development. The development of more than half a year is only one million dollars, not to mention the fact that there is no obvious data growth season after spontaneity, and it is trying to create brilliance again. The whole ecology of Ethereum has been deadlocked at a high core. Because few people have discussed it in depth, I think this is because they have not found a native application that can strongly stimulate pure financial applications. 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However, it is a pity that Cancun only made some optimization treatments on the cost and could not directly promote the ecological transition. Let's take a look at the four major projects and be proud of it. From the perspective of long-term narrative construction, the strategy of modularization of core components and multi-chain based on these shared components seems good, but there is always a feeling of being too eager for quick success. For example, although its own ecological development is slow, it will suddenly become a part of ecological applications. This wise move throws everything to the developer community. The potential moral is that as long as it develops fast enough, it will be good as a model chain. After all, there are a group of loyal payment users who are omitted here. After all, it's really reasonable to share it with a solid reason for building centralization, and to use the governance mode of the committee to make up for the lack of decentralization. Therefore, the strategy is actually a grab-and-grab strategy, avoiding many shortcomings of current technology and ecology and abstracting an advanced strategy. Now it seems that all kinds of strategies can't see the benefits in the short term except adding some more grand narratives and integrating the scarce developer resources in the industry. I don't think it's too much to go back to the theme. In the short term, it will take away other scarce liquidity that has been regarded as treasures. In the long run, it is completely against the original intention of expanding the ecology to respect a flat and inaction way. Seeing that the ecology is now dead, trying to stimulate it with a dose of fierce medicine is wrong from the perspective of construction, no matter how high the number of users is, it is just a stock market. The success of internal friction individuals is not of great significance, but from the perspective of industry showstopper, we must applaud it. The foreseeable spoiler may bring two direct impacts. If most of the liquidity in the market is taken away, other relatively unpopular players have no choice but to stimulate and drain. Even if they are not in a hurry, they will try their best to promote shuffling. Now it is time to shuffle the cards, and the survival of the fittest, especially some quick or patched ones, will be put back to their original shape. In short, it may not bring a brand-new situation to the market, but at least it will accelerate the industry trend. 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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