DFG对于Bitcoin Asia的回顾与洞察：基建是比特币生态先要解决的痛点

Odaily星球日报Published on 2024-05-15Last updated on 2024-05-15

Abstract

此次大会的核心是围绕比特币生态的展示和讨论，特别是那些旨在优化交易策略和提高交易效率的新工具和平台。

原文作者：James Wo, Founder & CEO, Digital Finance Group

DFG对于Bitcoin Asia的回顾与洞察：基建是比特币生态先要解决的痛点

2024 年 5 月 9 日的香港迎来了第一次 Bitcoin Asia 大会，之前的 Bitcoin conference 基本都是在欧美举办的，这一举措也将亚洲的Web3行业推向了一个新的高度。比特币生态的现阶段的繁荣离不开亚洲市场，这包含亚洲的开发者和项目方。或许也是这个原因，Bitcoin conference 在今年选择了香港作为首站。在大会上，人们谈论的最多的就是宏观的比特币生态和 Layer 2 技术的当前状况及未来发展。当然这些都是围绕比特币的金融属性和交易展开的。大会现场汇聚了项目方、矿机厂商、钱包、ETF 展商、交易所等参展商。据我观察两天参会的人员应有超过 1500 人。嘉宾也是比特币生态中各个环节的主要贡献者。

以下是我从大会中获得的一些关键见解和个人思考：

大会焦点

此次大会的核心是围绕比特币生态的展示和讨论，特别是那些旨在优化交易策略和提高交易效率的新工具和平台。他们有些是从 Layer 2 的角度上展开开发，有些是从原生链的角度上解决，重点是围绕比特币网络的核心痛点：扩容、安全和智能合约。

基础设施建设的挑战

我注意到，当前比特币生态系统中的许多创业项目都集中在构建基础设施上，这些项目关键在于提高交易速度、确保交易安全和进行网络扩容。这些都是支撑比特币网络长期可持续发展的基石，虽然面临资金和技术挑战，但其重要性不容忽视。在展区众多的钱包展商也体现出与以太坊生态的阶段性不同，比特币生态为了真正的发展，更需要基础设施。

Layer 2 的兴起

Layer 2 项目作为大会的一个突出主题，展示了如何通过在比特币协议之上建立新层来解决网络的扩展性问题。这类技术的发展不仅是区块链技术的前沿探索，也可能引领比特币网络向更加高效和可扩展的未来迈进。其中被谈论最多的两个已经初见雏形的项目是 Merlin Chain 和 Dovi。Merlin Chain 通过其 MERL 代币，提供了治理功能，并在生态系统中发挥着关键作用。Merlin Chain 突出了对以太坊虚拟机（EVM）的兼容性，这使得它能够与基于以太坊的去中心化应用（dApps）无缝交互，从而提高了其在更广泛加密生态系统中的吸引力和实用性。Dovi 是一个社区驱动的比特币 Layer 2 解决方案，整合了 EVM 以提供一个可扩展、高效和安全的智能合约平台。Dovi 支持多种资产类型，包括 BRC 20 和 ARC 20 代币，使其能够快速且安全地进行跨链资产转移。

尽管 Layer 2 技术在理论上具有很高的潜力，我认为这些技术在当前阶段还未能全面解决一些投资者的顾虑，特别是那些关注安全性和稳定性的传统投资者。或许这些保守的人需要有创业者从原生链的角度来探索更直接的解决方案。对于在 Layer 2 上开发应用程序，尤其是像 GameFi 这样的应用，我觉得还为时尚早。这些应用在当前需要解决的基础设施问题还很多，比如如何提高交易速度和处理能力，这需要更多的技术创新和市场验证。

反观由全链侧重点出发的技术类项目方们，已经有比较成熟的方案可以解决跨链、兼容和高效的问题了。比如近期呼声非常大，已经上了 Coinbase 交易所的 Zetachain，就可以通过提供跨链互操作性，简化不同区块链网络之间的交互，从而实现更高效、更便捷的区块生态系统。ZetaChain 允许不同区块链网络之间的资产和信息流动，解决了当前区块链孤岛问题。用户可以在不同区块链之间无缝转移资产和数据，而无需依赖中介。Zetachain 已经兼容了多种主流区块链，包括以太坊、比特币和 Polkadot 等，提供广泛的支持，满足不同用户的需求。

与比特币持有者的交流

在与一些比特币大户的交流中，我发现他们大致可分为两种思维模式：一种是较为保守的，倾向于长期持有比特币以享受其跟随时间迁移的增值，增加被动收益，与时间做朋友；另一种则更愿意积极投资于支持比特币基础设施和新项目，以促进生态的活跃发展。在与其中一个比特币持有大户的交谈过程中，对方提到了 Babylon 这个项目。他表示如果 Babylon 真的能现实它的技术目标，他或许会将保守的态度改变为更激进一些的态度，毕竟 DeFi Summer 也让他挣到了不少钱，且 Lido 这样的固收也是老钱思维的人很喜欢的资产增值的方式。

但其实他或许还不知道其实已经有一个叫做 ZKM(zkm.io)的项目，已经实现了在不增加额外安全假设的情况下可以共享原生资产。它结合了零知识证明（ZKP）和 MIPS 架构，实现了在保护隐私的同时进行高效计算的目标。它的 Entangled Rollup 可以在无需额外共识假设的情况下，验证并传递不同区块链的共识。同时，通过他们的 zkVM 集成的区块链可以互相操作，本地流动性可以在不同的生态系统中流动。

Bitcoin Asia 前的 Forked 活动

在 Bitcoin Asia 前的 Forked 活动中，DePIN 和 AI 依旧是热门话题。Forked 是一个非比特币生态的活动，与其他周边活动关注比特币生态的不同，Forked 活动的参与者基本都是欧美的人。他们并没有亚洲人那么关注比特币生态，而是持续的在探讨 DePIN 和 AI 在后续Web3发展中的可能性，这些讨论展示了不同的市场对这些领域的高度关注和投资热情。尤其是从参与人数来看，比其他关注比特币生态的周边活动人数要多很多。

结语

感谢我们 portfolio 的邀请，DFG 也作为我们自己的 portfolio 活动的 partner 参与到了本次的香港活动周当中，也感受到了比特币生态的欣欣向荣。比特币生态的崛起，多地比特币 ETF 的上市，都无疑是利好整个加密行业的。希望在接下来的日子里看到更多的新技术的迸发，和好项目的诞生。

原文链接

关于 DFG

Digital Finance Group (DFG) 是一家全球区块链和加密货币投资公司，成立于 2015 年，资金管理规模超过 10 亿美元。投资领域广泛覆盖区块链生态的多个赛道，如 Web3.0、CeFi、DeFi、NFT、Polkadot 生态。

投资包括 Circle、Ledger、Coinlist、FV Bank、Astar、ChainSafe 等 100 多家。DFG 旨在通过分析研究，基于最具影响力和前景的全球区块链和 Web3.0 项目来创造价值，这些项目将为世界带来根本性的转变。

DFG Website: https://dfg.group

DFG Twitter: @DFG__Official

DFG LinkedIn: DFG

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