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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Layer2,5 P! }: Z* A3 y. N) o
6 _) ]: s9 J) m4 F比特币生态也必将超越以太坊生态?
7 @ x+ b; `/ V4 W; W我们认为至少有以下几个原因:1 \3 D6 R( b+ @6 l( I/ b- j& o( C
& k( ^: L. M) h w2 |" Q! k7 a1、目前已经有完全去中心化的BTC Layer2方案可以使用。在# n4 z" d& a& O9 e+ _- [3 ]( B' T
! H' O6 b# P x5 z8 R6 t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# C* U9 z2 s; i3 g3 p: ^+ q$ T
" i' K$ o: m9 p) T a
中心化机构Bitgo发行的WBTC,目前约65亿美金规模。在完全
" _) O$ P* w" c4 a( _
4 @; z9 l- O0 [5 A5 a去中心化的方案出现后(如BEVM),预测该市场可以再增长
3 w( x6 h/ l$ M" |$ y/ r3 @/ M" u- r l: u' S5 E
5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH 1 k" ]. C& {/ Q7 X% c- @% h: r1 ?
/ K/ e$ _. H4 m6 A' z& c/ m& c8 q
Layer2目前的200亿美金总TVL(该数据包含了跨链的ETH和$ Q' z8 j7 @; s
$ v2 N! M3 M& `/ o8 g/ \& p$ Z
ETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿0 D0 ?5 Z: m {! H' B8 M9 [& H
. e, L: q9 w; h5 y! t
美金)。& {* F+ q5 L) B; ?
/ @0 ^% d! B" _& ?$ [% c
. [2 S; u; A0 F# z% J2、比特币由于天然不是图灵完备的,因此,比特币要发展生态4 _1 x+ ~4 K' L
* Z1 }. S* }% J$ T+ k比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去
2 z) m6 ] D6 [! V* u" O; }; z+ x6 d6 s! N. S
构建各类去中心化的BTC应用。这是市场需求决定的。" E5 w- I+ D; N Y( U" |$ _
( z' m% p" p! @
3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户3 X& m, }. e8 b' V0 l: }
; @$ \3 g( w7 C
尤其大资金的信任和青睐。
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1 B& |! |% A$ A' S, Z1 d( e3 ~$ W4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL
0 `1 O$ X' _- V# \3 k
* Q; }& O* [! w* V/ P+ t! s约200亿美金,约占以太坊市值的10%;按照同样的比例,如
0 y# D# P# H" ^+ u- O# `! `. w
) m5 Z. Z6 t" K& Y果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美& X* u! r% ~0 l8 J
3 J. f5 ~ g* M
金,是以太坊Layer2体量的3倍之多。/ g9 }1 K, ?" i/ X- u
H+ B- A0 s$ Q" E4 b5 \
9 ~" Z S6 b0 e) D! }! h, ~* z, d+ z4 P+ L/ [& H4 i: a
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