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[lastpost] => 2758081 休眠比特币转移:3-5 年后转移了 31,968 个 BTC,价值 37 亿美元(转) 1756338770 anzizhong
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[虚拟币交流]
比特币Layer2有机会超越以太坊Layer2的体量吗?(转)
[复制链接]
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答案几乎是肯定的:$ |3 N9 Z' j0 e+ Z3 w6 y2 F
至少有以下几个原因:( _. M3 ]* z1 S% x
: T4 R. A1 F s7 R1、目前已经有完全去中心化的BTC Layer2方案可以使用。/ ~2 S$ D6 F. g1 P4 {$ n5 j
/ F/ u9 K2 c; D8 N在没有完全去中心化的方案之前,最大的比特币封装资产是通过中心化: y0 H2 T' J- ?0 |0 p
* s7 x; S$ T2 g, e5 q" u. S
机构Bitgo发行的WBTC,目前约65亿美金规模。在完全去中心化的方案* D& r# m& S+ Y) \$ \3 J
+ k3 d; N$ m9 r4 z2 G
出现后(如BEVM),预测该市场可以再增长5-10倍以上,体量可以达到7 _& a i) o) r9 a# N
9 }) ~ x, n1 w) L' L9 h7 x; D, C
325亿-650亿美金,远远大于ETH Layer2目前的200亿美金总TVL(该数' S5 {7 R) i' Y" `" Q* n9 Y) q) Y
; H, S: ]1 x4 F" N' F& y: P6 G
据包含了跨链的ETH和ETH Layer2上的其他资产,实际跨链的ETH远没有' _- c* Z; B2 I0 w# B( J0 L
1 D) b& u) I* H( c2 a达到200亿美金)( B8 ~1 i/ H; ]
, N- H$ }% Y" i% e) O
2、比特币由于天然是图灵不完备的,因此,比特币要发展生态比以太坊
, c2 ?7 Z: o$ B. {# y: j
7 ^2 ` F" x. S8 r- k o更需要Layer2,因此,未来将会有大量BTC到Layer2去构建各类去中心化0 Y. W/ u, \2 p
- c) L3 g" H, o; ?3 r
的BTC应用。这是市场需求决定的。
& |- a3 w6 ~ s
/ N- z; N- _& V3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户尤其大9 V9 R9 h; b! p, O- \* Y
5 r/ N3 [+ p3 b, {8 w3 t资金的信任和青睐。
4 z7 f+ A9 E1 r5 f, G9 P, i; ~8 Q; T. L( S- L$ k4 {" u& H# B( i
4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL约200亿美
; U: N0 ]7 z M
" P( e' F$ T0 B金,约占以太坊市值的10%;按照同样的比例,如果未来10%的BTC进入
1 t0 z; P2 E! P5 o; K* P
6 G. t2 M# ~9 S F9 s比特币Layer2,整个TVL将达到850亿美金,是以太坊Layer2体量的3倍之多。9 X! [& E( Z: d" u
. L6 F3 e- F: y$ w/ ~1 s, @
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