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[lastpost] => 2797845 彼得·希夫在一次新的采访中再次抨击比特币(转) 1768705791 舞出精彩
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[虚拟币交流]
比特币Layer2必将超越以太坊Layer2,比特币生态必将超越以太坊生态(转)
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为什么我们认为比特币Layer2必将超越以太坊Layer2," S, N2 e9 ^" c$ x V
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比特币生态也必将超越以太坊生态?
: g5 H `! W: M我们认为至少有以下几个原因:
, |) `. O" s5 W9 j$ y, Q' V0 i2 @+ w; ^# }
1、目前已经有完全去中心化的BTC Layer2方案可以使用。在
7 i6 [; v2 r) B# j" \+ z3 ]) N0 H. N' p
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
9 f( _# b) k$ j6 j
7 L6 R& Y2 a& {2 O1 L中心化机构Bitgo发行的WBTC,目前约65亿美金规模。在完全* P8 m$ [- ~" }( ~
3 ~( }8 I7 {8 x; `去中心化的方案出现后(如BEVM),预测该市场可以再增长. f( Y+ p ^$ r
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5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH
! J+ a3 c* d6 l( I6 i; m& j/ z7 F8 e
! F1 ~0 T& K0 w3 _4 o8 ELayer2目前的200亿美金总TVL(该数据包含了跨链的ETH和6 J# H; _+ {9 @4 I2 }: d. l
' i2 f+ x, h% m4 P/ Z0 R* h
ETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿
2 h6 d) x) q& {0 t7 G+ w6 J: y9 E, ~ j6 P1 ?6 R2 g: R
美金)。
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2、比特币由于天然不是图灵完备的,因此,比特币要发展生态
; _: `) k+ [+ j- c( f( {9 M+ c4 z/ c; g& i; |* A* |6 H" z
比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去* `: y5 g8 `& x5 u' I5 e" M* m6 @
4 p9 g3 @4 x+ c% _% l8 ?' M
构建各类去中心化的BTC应用。这是市场需求决定的。
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3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户2 L4 l9 k' @& Y8 G4 y, K& a5 ?& g; _
* z x# k) u" [. p* Q6 q尤其大资金的信任和青睐。- [+ Z# o" a& o" R V
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4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL' ?4 P. ~; E/ E& E Q& a+ C0 N
& m- z! q% m. t7 o" P7 Z约200亿美金,约占以太坊市值的10%;按照同样的比例,如
( w8 m C5 X0 V- u) ?9 `+ J, w: i2 r% I- X2 m; S
果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美
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金,是以太坊Layer2体量的3倍之多。
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