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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, r) @4 M. q9 C5 b2 @6 s
+ q1 T. S$ i" w2 {比特币生态也必将超越以太坊生态?8 D" A. ]- A8 M+ Y. z% S! g7 a" Q5 O
我们认为至少有以下几个原因:$ Q$ q4 N/ [% D
! m1 F+ `, P2 o, [9 J0 i1、目前已经有完全去中心化的BTC Layer2方案可以使用。在3 H6 w7 r" [, P0 V9 O
" o. H" a. b, A9 o& r6 O8 n
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: S) @, ~9 H1 z( @) I
5 I5 l+ U/ `6 S/ r6 I3 b中心化机构Bitgo发行的WBTC,目前约65亿美金规模。在完全2 k! v c9 l+ Z/ N
4 _4 V. L! L" N2 s0 W
去中心化的方案出现后(如BEVM),预测该市场可以再增长: M) S/ ^' }+ ~# A/ z* p! D
( k6 L* H2 M3 N( a
5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH 2 }" u4 }% ~: i7 U! ]
5 G, U4 s2 U* P8 l( [3 I. D' q
Layer2目前的200亿美金总TVL(该数据包含了跨链的ETH和& G0 q$ ?- y* z: d8 [# N7 q
2 F7 n( b) a1 Q& q$ T7 hETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿
y, a% K; _) j2 R& L' w2 ]
, l$ H h# P; e/ V美金)。
- V; p. v* L' `# F7 Q
" `5 Q" f& A- b
" C" y' F& {9 g) R) D z+ k2、比特币由于天然不是图灵完备的,因此,比特币要发展生态7 y. t) P3 f# c; p$ ?
* Z! }% V" S2 Z7 ^/ ~/ J5 @+ T3 `9 c
比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去
8 W! V' V+ N. t% R" G, F* w( b% [# C2 g# |3 ?
构建各类去中心化的BTC应用。这是市场需求决定的。- p5 H7 ` Z/ t: H) u
9 q5 C! y7 U& ]6 F7 w3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户
, K; H8 A4 z4 s( U# K3 w+ p6 e$ `& ?1 Z( q3 I6 @
尤其大资金的信任和青睐。
. z9 `- c) y! s- v0 t; e
+ t* F' G0 z9 t: R9 u. }4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL0 _ T0 \0 \) S) j ]8 S/ A4 c h
- H$ l' e4 U' l+ h @4 M# p约200亿美金,约占以太坊市值的10%;按照同样的比例,如
f$ g5 d* X! u" C8 x1 g( o. a" Y8 j+ V/ x
果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美1 L/ l- X* v7 r
0 t' M& \) x' y/ V
金,是以太坊Layer2体量的3倍之多。1 V( G- E# D" `& Q$ B- ^, \
l, b: a ^6 _! F9 l$ ^
1 m9 a6 X4 j# f: c0 g9 J
9 v0 P( h" L; g& S e; \/ B/ l; I4 L7 N
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