以太坊的Layer2们,要如何与Solana竞争?

Odaily星球日报Published on 2023-12-22Last updated on 2023-12-22

Abstract

市场对 L2 的最大需求不是一个影子以太坊 L2,而是全新的 L2 路线。

原文作者:蓝狐笔记

arbitrum、optimism 以及 zksync 等 L2 最大的问题在于,过于仿照以太坊 L1 的 defi,以至于产生了路径依赖。但 L2 有它自身的特性,应该开辟适合更高性能需求应用的路径。市场对 L2 的最大需求不是一个影子以太坊 L2,而是全新的 L2 路线。

这些路线是高频应用,正如 Solana 在 depin 上的努力一样,重复之前的路线没有爆发力,Solana 生态对这一点把握确实不错,当然这也于 helium 和 Solana 的共同投资机构有一些关系,这一点大家可以自行调查。但最终还是新的尝试带来新的叙事,新叙事引爆市场。

接下来,arbitrum 和 optimism 以及 zksync 们怎么跟 Solana 竞争?首先不要将重点放在复制以太坊 L1 defi 上,这虽重要,但在终归不是破局之道。

最重要的是开辟新叙事。要重点在 Web3 游戏、AI 以及 depin 等上寻找突破口。也期待开发者们不要制造旧轮子,努力开辟新战场,再不济大力发展 depin 也是一条路径。

此外,arbitrum、optimsim 以及 zksync 也需要把最宝贵经济支持(代币)向新赛道的项目和开发者倾斜。L2 生态在代币经济上有后发优势,完全可以设计出比之前公链更好的生态激励计划。

Solana 的突破对于 arbitrum、optimism 以及 zksync 来说是很好的示范,更多学习而不是看不起。

如果明年上半年坎昆升级之后,arbitrum、optimism 以及 zksync 能在 web3 游戏、AI 或 depin 或其他领域上出现几个爆款应用,事情有机会产生新的变化。

ArbitrumOptimism 以及 zkync 等 L2 跟 Solana 真正的竞争会来明年下半年真正开启,谁将胜出在未来两年基本可以看出结果。周期很长,现在还没定论。

以太坊生态网络也应该感谢 btc 和 solana 上的创新突破,没有这种鲶鱼效应,以太坊网络过于安逸,这次 btc 和 solana 生态的刺激足以引起以太坊社区的重视,最重要的不是看不起 / 敌视,而是学习其他生态的破局之路,唯有如此,才能持续前行,以太坊在历史上经历多次 FUD,相信以太坊生态开发者和社区的韧性。

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