2024 年加密新叙事展望

区块创新Block ChangePublished on 2024-01-16Last updated on 2024-01-16

Abstract

综合而言,2024年将成为区块链与加密货币领域蓬勃发展的一年,标志着新纪元的序曲。不仅仅是价格波动,更是在实际应用方面取得的显著进展。增强的基础设施为更广泛的应用铺平了道路,新型用例的涌现为各种区块链平台的技术进步和市场动态奠定了坚实基础。2024年,我们将共同见证这一领域的迅猛发展,开启全新的篇章。

随着2024年的到来,我们将迈入加密货币和区块链领域的崭新纪元。在这一年,比特币即将迎来备受瞩目的减半事件,成为市场的焦点。然而,除了这一引人注目的事件,我们还可以期待着许多其他激动人心的发展,这些将塑造整个加密货币市场的未来走向。

01Layer 2持续蓬勃发展

在2023年,Layer 2解决方案崛起,Base、Linea和Blast等链变得非常热门。Rollups通过降低用户成本获得广泛认可,尤其是零知识技术Rollup。所以随着以太坊的Dencun升级和Layer 2的蓬勃发展将成为2024年的热门议题。

EIP-4844实施后,以太坊及其Layer 2代币有望在费用降低和可扩展性重新成为焦点的推动下实现显著增长。而围绕Sequencer的去中心化、模块化与整体式开发的争论,以及对不同Layer 2方案互操作性的思考,都将进一步塑造行业格局。

尽管Layer 2备受关注,但它依然面临挑战。可扩展性仍然更像是口号而不是现实,大多数链无法实现其宣传的吞吐量。Layer 2之间的无缝互操作性仍然是一种理想,而不是常态。此外,许多备受炒作的Layer 2项目缺乏突破性的dApp或充满活力的多样生态系统。

02人工智能与游戏

与此同时,Layer 2也在区块链游戏领域取得显著进展。例如,SUI在吞吐量方面取得了突破,SUI 8192的日交易量达到了2,000万笔。Base通过friend.tech整合了社交和娱乐元素,引起了市场的关注。Ronin Network在11月获得了快速发展,这要归功于与Axie Infinity和Pixels两款游戏的成功合作。

游戏NFT有望在公链领域崭露头角,超越了艺术品和收藏品NFT的地位。加密游戏行业将迎来更为成熟的发展阶段,同时在人工智能生成技术的支持下,Web3游戏将迎来积极的探索。ImmutableX、Ronin Network和Oasys等游戏区块链平台的不断完善将推动这一领域的增长。

另一方面,人工智能与区块链的结合将成为一个充满颠覆性潜力的新兴领域。尽管基础设施需要时间进一步成熟,但通过加密代币交易来激励人工智能资源的趋势不断增长,这一领域预计将实现强劲增长。监管和产品市场契合度问题可能是一时的挑战,而不是不可逾越的障碍。

综合而言,2024年将成为区块链与加密货币领域蓬勃发展的一年,标志着新纪元的序曲。不仅仅是价格波动,更是在实际应用方面取得的显著进展。增强的基础设施为更广泛的应用铺平了道路,新型用例的涌现为各种区块链平台的技术进步和市场动态奠定了坚实基础。2024年,我们将共同见证这一领域的迅猛发展,开启全新的篇章。随着2024年的到来,我们将迈入加密货币和区块链领域的崭新纪元。在这一年,比特币即将迎来备受瞩目的减半事件,成为市场的焦点。然而,除了这一引人注目的事件,我们还可以期待着许多其他激动人心的发展,这些将塑造整个加密货币市场的未来走向。

01Layer 2持续蓬勃发展

在2023年,Layer 2解决方案崛起,Base、Linea和Blast等链变得非常热门。Rollups通过降低用户成本获得广泛认可,尤其是零知识技术Rollup。所以随着以太坊的Dencun升级和Layer 2的蓬勃发展将成为2024年的热门议题。

EIP-4844实施后,以太坊及其Layer 2代币有望在费用降低和可扩展性重新成为焦点的推动下实现显著增长。而围绕Sequencer的去中心化、模块化与整体式开发的争论,以及对不同Layer 2方案互操作性的思考,都将进一步塑造行业格局。

尽管Layer 2备受关注,但它依然面临挑战。可扩展性仍然更像是口号而不是现实,大多数链无法实现其宣传的吞吐量。Layer 2之间的无缝互操作性仍然是一种理想,而不是常态。此外,许多备受炒作的Layer 2项目缺乏突破性的dApp或充满活力的多样生态系统。

02人工智能与游戏

与此同时,Layer 2也在区块链游戏领域取得显著进展。例如,SUI在吞吐量方面取得了突破,SUI 8192的日交易量达到了2,000万笔。Base通过friend.tech整合了社交和娱乐元素,引起了市场的关注。Ronin Network在11月获得了快速发展,这要归功于与Axie Infinity和Pixels两款游戏的成功合作。

游戏NFT有望在公链领域崭露头角,超越了艺术品和收藏品NFT的地位。加密游戏行业将迎来更为成熟的发展阶段,同时在人工智能生成技术的支持下,Web3游戏将迎来积极的探索。ImmutableX、Ronin Network和Oasys等游戏区块链平台的不断完善将推动这一领域的增长。

另一方面,人工智能与区块链的结合将成为一个充满颠覆性潜力的新兴领域。尽管基础设施需要时间进一步成熟,但通过加密代币交易来激励人工智能资源的趋势不断增长,这一领域预计将实现强劲增长。监管和产品市场契合度问题可能是一时的挑战,而不是不可逾越的障碍。

综合而言,2024年将成为区块链与加密货币领域蓬勃发展的一年,标志着新纪元的序曲。不仅仅是价格波动,更是在实际应用方面取得的显著进展。增强的基础设施为更广泛的应用铺平了道路,新型用例的涌现为各种区块链平台的技术进步和市场动态奠定了坚实基础。2024年,我们将共同见证这一领域的迅猛发展,开启全新的篇章。

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