#加密市场回调 #比特币战略储备

Por que eu deveria te contar isso? Porque é provável que isso afete suas decisões de negociação! ! !

Se você não entendeu, reserve alguns minutos para lê-lo!

L1(Camada1)

L1 Acho que todos sabem muito bem que se trata de cadeias públicas, BTC ETH SOL SUI, etc. Embora não haja muitos sobreviventes agora, 80% das moedas que você possui estão nessas cadeias públicas.

Então às vezes quando você opta por manter uma determinada moeda, você deve entender se o projeto dessa moeda tem potencial de desenvolvimento, porque é basicamente impossível para uma rede pública com valor de mercado de 2 bilhões ter uma moeda com valor de mercado superior de 1 bilhão e uma cadeia com valor de mercado de 100 bilhões É fácil para um projeto desse tipo aparecer na Internet, então primeiro entenda em qual cadeia sua moeda está, para que você possa avaliar melhor seu valor potencial.

L2 (Layer 2)

L2 (Layer 2) refers to scaling solutions built on top of the base layer L1 of the blockchain. Its main purpose is to increase the throughput, transaction speed, and reduce costs of the blockchain while maintaining decentralization. L2 solutions reduce the burden on the main chain by processing part or all of the transactions outside of the main chain, thereby enhancing the overall network efficiency.

A distinct example is L2 on Ethereum.

L2 indeed provided great help to public chains in the early stages, significantly reducing everyone's gas fees, and it is also because of this that the scale of on-chain assets has been increasing. However, the greatest value of L2 is to lower miner fees. If Ethereum itself continuously lowers gas fees due to upgrades, then the existence of L2 itself becomes a false proposition. Why do people say SOL is an Ethereum killer? Perhaps some researchers have found that it is difficult to see so-called Layer 2 networks on the SOL network, and this is because SOL's gas fees are low enough that there is no necessity for a Layer 2 network.

I think that at this stage, ETH's L2 itself is facing two major problems:

1. In the early stages due to construction issues, most L2 networks were VC tokens, and now at this stage, most are in the phase of VC unlocking.

2. From the current perspective, is there still a need for L2 to continue to exist?

Side chain

Side chains, why not directly see what problems they solve?

1. Scalability: Improves transaction speed, reduces costs, alleviates main chain congestion.

2. Interoperability: Achieve asset and data transfer between blockchain networks.

3. Flexibility: Supports different application needs (privacy, governance, high-frequency trading, etc.).

4. Privacy: Enhances data protection capabilities.

5. Reduce upgrade costs: Independent rapid experimentation, without affecting the operation of the main chain.

6. Simplify cross-chain operations: Provide efficient cross-chain asset transfer capabilities through bridging technology.

7. Reduce user costs: Share the load of the main chain, providing lower transaction fees.

Everyone can see that the most important problem to solve is:

Layer 1 network fees + cross-chain

So there is another question: does the cross-chain bridge have any meaningful existence?

These two suddenly have a competitive relationship, so you can't hope for both to survive into the future at the same time.

Cross-chain protocol

This is what everyone commonly refers to as cross-chain bridges, mainly for the transfer of assets between different public chains. However, there is a funny thing: centralized exchanges are a natural cross-chain bridge, so I am not very interested in the concept of cross-chain bridges now, but I believe that cross-chain bridges will become a core component of CEX in the future.

$BTC

BTC
BTCUSDT
87,724
-0.78%

$ETH

ETH
ETHUSDT
2,892
-1.55%

$SUI

SUI
SUIUSDT
1.4345
-2.34%