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[lastpost] => 2816407 今年降息最多1次!美股全线暴跌!难道比特币又要跌到6万?(转) 1773929327 jackcool1011
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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:
) s: [2 L* G. c3 u至少有以下几个原因:
3 Z1 O( w z3 H1 d$ P7 \5 O1 y; _' o
1、目前已经有完全去中心化的BTC Layer2方案可以使用。1 A2 b( M# `+ x/ ~' J4 x" d% e
3 G) W6 u2 Q5 s9 x( ?, r5 @
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
' e; P- `! @- k0 ~
3 K/ T" g, ]2 `& C+ t$ p& K1 g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
, S! W Z$ A# ^! `
# l/ p$ n; H: v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
& D, T6 `1 S+ v9 Y# Y4 v
8 R3 S0 S& ?, v* M325亿-650亿美金,远远大于ETH Layer2目前的200亿美金总TVL(该数& _# A: M! }4 _+ H
0 J! w9 q5 a1 O9 ]0 _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9 Q) G9 g m4 O/ {' c& r$ C/ X
) C; r) ^! V9 G3 h+ k O# C! i; s3 \达到200亿美金)
- ~* {0 J* }5 A2 q: H
( x( N" o0 Z/ x( k& e1 G; M5 Y2、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
$ l9 A; Q& r/ ?7 _0 t3 r: s$ H0 P$ {0 z5 b! v
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
$ a9 }$ d2 ^ E0 Q2 ?; R( ?, Y$ c
的BTC应用。这是市场需求决定的。
$ ]4 H' {, |$ O7 x1 Q' Z
' \/ ], o1 J0 k$ B3、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
0 j5 b3 P: c* T4 J1 X, R" c% M6 m. j5 ~8 o5 y- j& B
资金的信任和青睐。% m6 W$ H6 H! i) `( J; Y$ K5 Q. R
" }) ~5 X9 W6 i# r' `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6 H* Z+ T$ w( L' X- D
6 z: C; G v" Q0 {$ F# q S9 E
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( t1 E3 a" C/ c( _: k5 L$ P
# C6 g" d5 N6 D6 [' w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 ]8 y$ B* g* [$ W. n/ P0 u& K! [1 |
& d0 \8 H, A7 y |
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