EigenLayer宣布主网上线计划,DVT成短期炒作标的?

Odaily星球日报Published on 2024-03-15Last updated on 2024-03-15

Abstract

EigenLayer 的生态才刚刚开始爆发。

原文作者:shushu

昨晚,再质押协议 EigenLayer 宣布在接下来的几周将采用多阶段方式推出运营商主网,这对整个再质押赛道来说都是一个关键节点。此前,a16z EigenLayer 投资 1 亿美元,去年 3 月,Blockchain Capital 领投了 EigenLayer 5000 万美元 A 轮融资。

EigenLayer 主网第二阶段上线

官方解释称之所以分阶段进行主网上线是出于安全和性能考量,在部署主网之前会先在 Holesky 测试网上进行调试。

首先,EigenLayer 的 Web 应用程序和所有合约将暂停,以促进运营商在网络上的受控部署和上线,将暂停存取款。运营商逐步注册后,将正式发布 EigenDA。主网启动完成,EigenLayer Web 应用程序将会包含新的质押者仪表板和运营商发现页面。随后将会重新开启委托者委托、存款和取款功能。

EigenLayer宣布主网上线计划,DVT成短期炒作标的?

值得一提的是,随着 EigenDA 的推出,EigenLayer 主网上也将发展出 AVS 生态系统。AVS 即主动验证服务,将再质押的 ETH 用于增强其实用性的 dApp 被称为 AVS,致⼒于吸引再质押者来帮助提⾼安全性。这些 AVS 有时称为模块,还可以是新区块链、DA 层、虚拟机、预⾔机⽹络、跨链桥等任何项⽬。

EigenDA 是第一个在 EigenLayer 基础设施之上启动的 AVS。EigenDA 支持 Rollup 的超大规模数据可用性,推出时的目标写入吞吐量为 10 MB/s。EigenDA 对纠删码、KZG 承诺、ACeD 等技术的采用以及对 DA 与共识脱钩的解耦,使得 EigenDA 能够在交易吞吐量、节点负载与 DA 成本方面提供远超以太坊 DA 方案的优异表现。

当 EigenLayer 主网第三阶段上线后,将会有更多 AVS 推出丰富 EigenLayer 生态。

EigenLayer宣布主网上线计划,DVT成短期炒作标的?

为什么需要 DVT?

而提到 AVS,就不得不说 DVT 技术。DVT(Distributed Validator Technology),去中心化验证技术,指的是一项允许以太坊权益证明验证器同时在多个节点上运行的技术,可以为 Staking 基础设施落地可信网络,以确保区块链网络的安全性和去中心化。

使用 DVT,质押池可以切换到去中心化模型,通过减少停机时间来减少处罚和削减。而通过 DVT,基础设施供应商能够启用主动 - 主动集群冗余,实现部署和配置的动态性。以前,为了满足个人或机构质押,基础设施供应商需要为主动 - 被动配置的机构提供冗余解决方案。现在,主动 - 主动冗余能以保障冗余系统能够始终运营为目标,将验证器分散在多台机器上从而创建容错。

目前主要有 Obol Network 和 SSV Network 两个项目在基于 DVT 技术做开发, 1 月 4 日,EigenLayer 宣布和 SSV Network 建立合作互补再质押。其声称一个「主网」EigenLayer 验证器正在 SSV 上运行。同时,EigenLayer 与质押者均可选择将验证器的职责转移给 SSV,并保持 EigenLayer 上 ETH 的再质押状态,以获取 SSV 激励主网额外收益。

EigenLayer宣布主网上线计划,DVT成短期炒作标的?

随着 EigenLayer 在市场上的热度愈发攀升,SSV Network 的代币价格也在这段时间水涨船高。截止撰稿时,SSV 价格为 45.19 美元,月涨幅为 43.8% 。3 月 13 日,SSV 突破 50 美元,创历史新高。

EigenLayer宣布主网上线计划,DVT成短期炒作标的?

目前,SSV Network 已经资助多个项目应用 DVT,未来它将继续致力于使用去中心化的以太坊质押基础设施搭建应用程序的构建块。EigenLayer 推出面向运营商的主网后,将会有更多 AVS 加入,配合 DVT 技术,再质押赛道未来还有很大的增长空间。

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