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The newly expressed press release recently, the derivative market ecology seems to have fallen into an unsatisfactory period. After halving, the expected big market has not yet arrived. After the agreement is launched, its wealth-making effect is not as good as expected. After the focus project, it is temporarily in a downturn. However, when these projects are experiencing waiting for bullets to fly, I have shown a more optimistic attitude. Why is this? Next, I will elaborate on my point of view. In my opinion, the derivative market is currently facing two major challenges, such as the compatibility of the primary lightning network and the isomorphic binding chain. The scheme is in full bloom but has not yet formed the mainstream direction. Although the technology is constantly improving, the projects including asset issuance have not been fundamentally solved because of the liquidity problem. The wealth-making effect is hindered by all parties competing to build the market. At the same time, there are signs of weakness. At present, the ecology must solve the liquidity problem of derivative assets. Therefore, the bitcoin derivative market urgently needs to launch a solution with complete technology, good market operation and ecological integrity. The plans such as the native protocol and lightning network are progressing slowly and simultaneously. The capacity scheme is still under construction. In contrast, the public chain, as the representative of isomorphic binding chain, is gradually accelerating to show its great potential, and the ecology such as lightning network assets, full-chain games and so on is gradually emerging. In the short term, the public chain is expected to quickly accumulate experience for the industry, so that people can see the circulation expansion of the first-tier derivative assets in the second-tier Turing complete environment. In the long run, it is possible to build a structural mainstream market by virtue of its inherent technical advantages of isomorphic binding, and the reason why it can be achieved lies in the chain. The model itself can contain code string, intelligent contract and complete bitcoin state, so the public chain can be regarded as the complete state machine under the chain of the main network, which can store all the states happening on the main network synchronously, equivalent to the expansion of the main network, and perform all calculations based on its Turing completeness, equivalent to the high-performance execution layer. The isomorphic binding characteristics of its structure provide safe interoperability. In short, if we believe that the main network can only handle asset settlement, it covers the interaction of the execution layer. Operability and other functions are precisely because of this that some projects native to the chain, such as lightning network, are difficult to land. For example, its complete realization requires the clients under the chain to store part of the state and send a commitment to the main network through one-time sealing technology to ensure that it will not be tampered with. When sending assets, she initiates a commitment agreement, which can be unlocked, and the whole node will wait for another corresponding commitment to generate, thus realizing the one-time cost settlement of the main chain. The key to the client verification system is that independent self-employed individuals such as and should maintain their own state copies and complete asset division through the matching of old commitments and the state update of new commitments. 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

问题来了，要让这些个体有这种协作能力，通常需要一个很完备的“基础设施”。现阶段RGB协议网络无法大规模落地的症结所在就是要构建此基础设施来统一管理链下客户端的状态、请求以及通信等等太难了。

CKB公链本身有DA状态存储能力，又有同构绑定的可交互操作能力，如果把这个难搞的基建工程由现成的CKB链来替代，RGB客户端验证的症结问题不就解决了？没错，这就是RGB++应运而生的根本。

顺着这个思路，闪电网络这种状态通道模型的支付网络也一样可以落地到CKB公链上。毕竟闪电网络的症结也是分散的闪电网络节点之间的交互状态管理的问题。试想，原本分散且复杂的链下运作“黑盒子”，若能够在一条现有的公链下得到高效实现，自然落地和应用进程会更快。比如，状态通道周期管理，UTXO挂帐与结算、链上状态存证、P2P通信简化等。

再以Inscription资产发行为例，原先在BTC L1主网发行的铭文资产，在Fomo潮下MINT完之后，资产就陷入极度的高成本换手低流通状态，如何能把这些资产借助CKB公链实现高效流通呢？

1. 先在主网发行并Mint铭文资产，也可以经由CKB网络Mint，但CKB公链承担的其实是基建的“代打”功能，帮助用户从CKB公链向主网发送交易Mint铭文资产；
2. 所有的铭文资产都会同时在BTC主网和CKB上共同存在，主网铭文资产Mint成功的时候，可通过Leap去信任的L1和L2互操作性实现资产孪生，CKB的DA网络会化身成为一个庞大的“索引器”来管理影子资产；
3. 这些影子资产可以基于RGB++（一次性密封承诺）的交互方式在CKB公链上进行低成本流通。当用户把主网资产Leap到CKB公链上后，影子资产就代表原始资产在CKB公链上在DeFi、游戏等应用生态内进行高效率流通，CKB会完整记录每一次状态改变记录，并在用户请求把资产Leap回主网的时候，在主网完成状态更新。（Mint行为发生在主网手续费高可以理解，但后续的流通交互发生在CKB链上就可以大幅度降低手续费了。

在我看来，CKB公链本身就是一条技术框架很完备的UTXO结构layer2，它的Cell模型可以同构绑定BTC上的UTXO，让BTC和CKB layer2实现无跨链桥的资产互通Leap（不是迁移，抽象理解成量子纠缠的状态同步即可）。此外CKB链本身的高性能执行图灵完备合约，则会弥补UTXO无法实现无主合约状态管理的问题。

怎么做呢？这由于CKB的Cell状态具备全局管理能力，若不同Cell内的状态存在冲突，比如包含两个存在状态冲突的使用承诺，CKB会拒绝其中一个Cell承诺的发出来保护资产状态更新的安全。本质上就是CKB公链可编程能力极强的体现，要知道以太坊的layer2方案Plasma都无法实现类似的图灵完备扩展。

因此，如果要加速BTC layer2的落地，我会给代表UTXO同构绑定的阵营投一票。

尽管，CKB公链算是一条成功的UTXO 范式BTC layer2了，但形单影只怎能代表主流阵营？故而，CKB推出了UTXO Stack来扩大其阵营规模。

此情此景就好比，Vitalik说了一句ZK-Rollup是终局，大家都冲到ZK领域构建layer2一样，若中本聪跳出来说UTXO同构绑定才是BTC Layer2的正统，估计UTXO Stack也会成为生态快速构建和部署layer2的基础框架吧。Stack战略对于像极了OP Stack对OP-Rollup的一次战略升级助力。

以上

总之，最近二级市场的冷寂，多少会给一级市场的Builder们带来

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CKB公链代表的UTXO同构绑定对BTC layer2的呼吁

近期，BTC layer2面临着巨大的压力。以往的混乱局面被认为是一种繁荣，但理性思考下来，BTC layer2的无标准、无规范、无主流叙事、无核心问题解决（流动性），诸如此类问题都将成为不可忽视的难题。因此，在Runes它们的低迷，无疑给了CKB公链代表的UTXO同构绑定阵营一次“送东风”时刻。

Note：本文纯粹从技术逻辑视角，为CKB公链代表的UTXO同构绑定 BTC layer2 打一次Call，不作为二级市场投资建议参考。

若想对CKB、RGB++、同构绑定、UTXO Stack有更系统全方位的了解，可订阅访问web3Caff的研报：https://research.web3caff.com/zh/archives/17210?ref=743（左下角阅读原文）

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