推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

Odaily星球日报Published on 2024-06-03Last updated on 2024-06-03

Abstract

有望使Sei成为首个完全并行化的EVM链。

原文作者 | francesco

编译 | Odaily星球日报 Golem

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

社区期待已久的 Sei V2 已于 5 月 27 日上线,本文将介绍 Sei V2 以及交易并行化在提高区块链可扩展性和解决大多数 EVM 链面临难题的重要性。

EVM 对于性能的要求

像 Sei 这样的高速链的出现,源于 EVM 网络在以下两个方面的局限性:

  • 交易上限

  • 高昂的 Gas 费用

这些限制对区块链上的潜在应用形成了制约。例如,在以太坊上推出链上游戏是不太可能的,因为它的成本太高,并且链处理交易的速度不足以支持游戏内交易。

因此,处理交易的速度很重要。

Sei 的出现得益于在该领域的技术创新,Sei 拥有以下独特功能:

  • 双涡轮共识(Twin-Turbo Consensus)

  • 交易并行化(Transaction Parallelization)

其他采用类似设计方法的链包括 Solana、SUI、Aptos 和 Monad。此外,随着 Sei V2 的开发,Sei 也正在被全面改造,对于采用并行化架构的区块链来说,这意味着什么?

同时,在市场对并行化区块链的项目共识分散的情况下,考虑到 Sei V2 的推出,Sei 是否被低估了?

Sei V2 简介

Sei 主网于 2023 年 8 月上线。它是一个基于 Cosmos IBC stack 上 Tendermint 的 POS 协议。

自推出以来,Sei 与其他区块链相比具有以下优势:

  • 其 TPS 始终保持在每秒 45 笔以上,高于大多 L1 或 L2;

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

V2 的部署有利于将 Sei 打造成“首个并行化 EVM 区块链”。此更新使 Sei 代码能够兼容 EVM,并向 EVM 开发者开放。这些开发者可以在享受 EVM 工具和兼容性的同时,充分利用 Sei 技术栈带来的以下优势:

  • 在 Sei 上部署现有或新协议将变得更加容易:开发者将能够部署任何 EVM 兼容的已审计合约,而无需进行任何更改。

  • 允许“乐观并行化运行(Optimistic Parallelization)”:目前 Sei 的实现要求开发者定义智能合约使用的状态,增加了交易摩擦。而 Sei V2 将乐观地并行运行所有交易(假设它们是正确的)。如果发生冲突,交易将被隔离、跟踪并重新运行:触及不同存储部分的交易将并行重新运行、触及相同状态的交易将按顺序重新运行,这一过程将持续进行,直到所有冲突得到解决。

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

乐观并行化运行

  • SeiDB 改进了状态存储:SeiDB 基于 Cosmos 团队的 ADR-065 ,为 Sei 提供更快、更高效的存储,相比之前的 vanilla 数据库,提升了效率并降低了延迟。

    推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

    SeiDB 对 Sei 的主要改进

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

SeiDB 以异步方式提交所有交易状态,确保无论处理多少个交易,提交延迟都将保持稳定

  • 互操作性:在 Sei V2 中,所有交易首先被处理为 Sei 交易,然后被过滤并发送到适当的虚拟机和链存储模块,以实现更好的开发体验,同时具有 EVM 兼容性。

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

Sei V2的互操作性

同时在 Sei V2 中,以前的单体数据库被分为两个组件,改善了 RPC 节点的延迟,减少了存储的数据磁盘使用量,并提高了在网络崩溃时的恢复能力。

  1. 状态提交(SC):将活跃链状态数据存储在内存映射的 Merkle 树中,提供快速的交易状态访问和 Merkle 哈希计算。

  2. 状态存储(SS):专门为全节点和存档节点设计并进行了最佳调优,以便提供历史查询服务。

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

Sei V2 的愿景

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

SEI V2 的推出代表着目前已经到了路线图的第二阶段。在这个阶段,开发者可以在 V2 Beta 发布前的几天内部署 EVM 合约,任何 EVM 链上构建的应用将能够部署在 Sei 上。

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

Sei V2 路线图

此外,EVM 和 CosmWasm 在 Sei 上的协同作用创造了一个动态的环境,开发者可以利用两个生态的优势。诸如指针合约和预编译合约等功能促进了不同执行环境之间的无缝交互,确保应用程序可以充分利用 EVM 和 CosmWasm 提供的所有区块链功能。这种互操作性对于增强用户和开发者体验至关重要,使 Sei 成为一个多功能且强大的平台,在竞争激烈的区块链领域脱颖而出。

目前,Sei 提供比其他同类区块链更便宜的交易成本和更高的吞吐量。

V2 升级对代币的影响

SEI 代币基本情况:

  • 市值: 15 亿美元

  • 总供应量: 100 亿

  • 流通供应量: 87.4 亿

  • 已质押供应量: 59.3 亿(占总供应量的 67% )

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

从增值的角度来看,V2升级作为催化剂可能会使 SEI 代币上涨,尤其是考虑到 SEI 在 2024 年 8 月之前没有任何代币解锁,因此不会受到代币解锁抛压的影响。

推出V2后的Sei还是被低估了?升级对技术和币价影响几何?

一些即将在 Sei 推出的项目

SEI 目前的 TVL 为 2785 万美元。以下是一些即将在 Sei 上推出的项目:

  • 去中心化交易所:Jellyverse、DragonSwap、Uniswap、Bancor、Vermillion;

  • 质押:Silo、FRAX、EtherFi、Diva (Nektar)、Kryptonite;

  • NFT 项目:Seiyans、Redmilio、Pallet、Webump;

  • Launch 平台:Meme.trade、Sejin App、Fjord Finance;

  • 借贷:Monna、YEI。

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