ETH Staing最早7月啟用，“牛市催化劑”還靈嗎？

“假如有大量用戶參與Staking質押，那就意味著流通中的ETH 數量也會減少，這可能帶來加密領域中巨大的經濟轉變。”

“If there were a large number of users involved in the Staring pledge, that would mean that the number of ETHs in circulation would also be reduced, which could lead to a huge economic transition in the encryption domain.”

近日，以太坊2.0 開發者Ben Edgington 在以太坊線上虛擬峰會 （Ethereal Virtual Summit ） 中表示，以太坊2.0 的Staking 服務最早將在今年7月啟用。作為“公鏈老大哥”史上最大規模的技術轉型，以太坊2.0備受行業的期待，它的進展也一直牽動著社區和投資者們的視線。在按照計劃穩步進行的過程中，2.0離我們越來越近，人們期待的是不僅是以太坊2.0帶來的區塊鍊網絡的效率提升，經濟模式的改變，還有ETH未來的價值。

As the largest technology shift in the history of the "Big Brother in the Public Chain" and expected by the industry, the development of the "Big Brother in the Public Chain" has been holding the attention of communities and investors. During the steady pace of the planned process, 2.0 is moving closer to us, and people are looking not only at the efficiency of the network of districts brought by the "Big Brother in the Public Chain" but also at the future value of the ETH.

另一方面，以太坊鏈上數據和發展採用率今年第一季度不斷上升，大型投資者穩步增持。曾經被稱為“牛市發動機”，給加密貨幣市場帶來歷史巔峰的以太坊，這次還能否再次點燃市場情緒，帶來下一階段的牛市呢？

On the other hand, in the first quarter of this year, data and development rates on the tatai chain have been constantly rising, and large investors have steadily increased. Once known as the “cow market engine” that has brought historical peaks to the encoded currency market, will it be possible to light up the market again and bring the next phase of the cow market?

圖：ETH活躍地址數達1500萬以上

Staking計劃最早7月啟用

圖：ConsenSys對ETH持幣者的staking偏好調研結果

Figure: ConsenSys' preference for ETH currency keeping results

不過，需要注意的是，對於普通投資者用戶來說，通過質押獲得收益也沒有想像中那麼容易。以太坊2.0網絡必須經歷一些關鍵節點，代幣持有者才可能開始從staking中獲得的潛在收益。 ConsenSys的全球產品戰略官Collin Myers（柯林·邁爾斯）在以太坊峰會的2.0 Staking圓桌論壇上表示，首先也是最重要的一個節點就是，以太坊2.0的第一個區塊或者說“創世區塊”要等到質押的以太坊代幣總量超過524000枚，也就是需要大約16384個驗證者才會誕生。在此之前，誰都不會得到獎勵。不管是驗證節點還是質押代幣的投資者都只能等到信標鏈達到創始閾值也就是開始產生區塊才能分配到獎勵。

However, it should be noted that, for ordinary investors, it is not as easy to get the proceeds from the pledge as it might be to expect. The Taiyo 2.0 network has to go through a number of key nodes to enable money-holders to begin to reap the potential gains from making a stop.

網絡可擴展性和效率問題是主流區塊鏈平台都繞不開的一個問題，也將決定其未來的採用率和落地前景。在面對這個問題時，比特幣（BTC）選擇了閃電網絡這樣的鏈下擴容方案，比特幣現金（BCH）選擇了擴大區塊容量上限，而以太坊（ETH）選擇了一條最適合自己道路——分片（sharding）。

The issue of Internet expansion and efficiency is a problem that the mainstream chain platform cannot be surrounded, and will determine its future use rate and prospects for landing. Faced with this problem, the Bitcoin (BTC) opted for a chain-up solution like the Lightning Network, and the Bitcoin cash (BCH) opted for an extended block capacity ceiling, while the Tai H chose a path best suited to its own – sharding.

儘管最初以太坊2.0的主要動機只是為了拓展網絡，提升效率，擴建網絡生態。但對於市場投資者來說，往往繞不開對以ETH 價值得關注。說得直白些，ETH幣價會不會因此上漲？

Even though the primary motivation for Taiyeon 2.0 was to expand the network, improve efficiency, and expand the network. But for market investors, the value of ETH is often too much to focus on. Let’s be clear, will the ETH price rise?

在2017年的市場大牛市當中，以太坊憑藉火爆的1CO熱潮當之無愧地成為了“牛市催化劑”甚至是“發動機”。那麼這次，以太坊2.0的重大升級，其背後對生態和網絡的影響，能否助力ETH升值，點燃投資者熱情，帶來一波牛市呢？

In 2017, in the city's Big Cow market, Ether was a well-deserved "Cow Catalyst" or even a "Cow Catalyst". So, this time, Ether 2.0 major upgrade, its back-to-back impact on biology and the Internet, could it help the Ether Ether to appreciate the Ether, ignite the investor's enthusiasm, and bring a wave of cattle to the market?

答案是值得期待的。首先，PoS質押模式很大可能會吸引大量的資金會湧入以太坊2.0進行質押賺取獎勵，這一方面帶來了ETH的需求，一方面又帶來了流通量的減少。

The answer is to be expected. First, the PoS pledge model is likely to attract large sums of money into the Ether 2.0 pledge for reward, which, on the one hand, creates demand for ETH and, on the other hand, reduces circulation.

再加上目前的DeFi 項目的增長，越來越多的ETH 將需要被鎖定在智能合約中充當抵押品。

Adding to the growth of the current DeFi project, more and more ETHs will need to be locked into intellectual contracts as collateral.

此外，ETH在機構投資者當中越來越受歡迎。根據灰度公司（Grayscale Investments）第一季度資金流入加密貨幣基金產品的情況，一直以來比特幣和以太坊最受灰度的青睞。但從2020年1月28日以後，資金流入以太坊的速度開始遠遠大於流入比特幣的速度。

Moreover, ETH is becoming more popular among institutional investors. According to Graysdale Investments, the first quarter of the flow of funds into encrypted currency funds has been the greyest in bitcoin and Etheria.

據cryptopotato.com報導，截至2020年4月24日，灰度公司擁有13255400份額的以太坊信託基金，按照每份為0.09427052 ETH計算，灰度買入了756239.777 ETH。而最新數據顯示，從2020年初至4月24日期間開采的ETH總數量為1563245.875枚，這意味著灰度買入了2020年將近50%的所有已開采的ETH。灰度公司此前還在報告中概述了機構投資者日益增長的興趣，並暗示即將到來的以太坊2.0可能是背後的原因。

According to Cryptopotato.com, as of 24 April 2020, Greyscale had 132,55400 ETA trust funds and purchased 75,6239,777 ETH based on 0.094,27052 ETH each. The most recent data show that the total number of ETHs opened between the beginning of 2020 and the date of 24 April was 156,325,875, which means that it buys nearly 50% of all ETHs that will be available in 2020. Greyscale also outlined in its previous report the growing interest of institutional investors, suggesting that the expected Etheria 2.0 may be behind.

隨著時間節點的臨近，以太坊2.0對區塊鍊及加密市場生態帶來的改變愈發值得期待。儘管這個過程是複雜的，面臨考驗的，但是一旦成功，它對以太坊乃至整個區塊鏈生態的意義都將非常巨大。

As the time nodes approach, the changes that Ether 2.0 has brought to life in the chain and in the encrypted market are expected. Although the process is complicated and tested, if successful, it will mean a lot to Ether and the entire chain.

本文僅代表作者觀點，不代表火星財經官方立場。

This paper only represents the author's point of view and does not represent the official position of the finance of Mars.

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