比特币L2 Merlin链自6月以来损失了17亿美元

币界网Published on 2024-08-14Last updated on 2024-08-14

币界网报道:

尽管营销噱头奏效了一段时间,但投资者开始意识到所谓的第2层扩展解决方案实际上只是新的区块链。

根据DefiLama的数据,Merlin的区块链曾被称为最大的“比特币第二层”,自7月1日以来已经损失了63%的资产,远比比特币的实际区块链更不稳定,后者仅损失了5%。

更糟糕的是,MerlinSwap是该区块链上最受欢迎的资产交易所,同期损失了其总锁定价值(TVL)的88%。

Merlin至少有两个专有代币,MERL和MP。不幸的是,许多投资者也对这些资产失去了信心。MERL从历史最高点下跌了84%,MP下跌了90%。

Merlin自2024年2月推出主网以来,已经改变了其生态系统组成部分的名称。现在,它声称Merlin Seal的TVL价值21亿美元,这是一个定义模糊的数字,包括双重计算、杠杆或价格相互关联的资产,没有有意义的独立价值。

无论如何,这仍然比截至6月6日其声称的38亿美元Merlin Chain价值低44%。

阅读更多:闪电网络黑客Burak推出新的比特币层2,Brollups

Merlin的集中式比特币品牌连锁店衰落

第2层是独立的数据块链,依赖于主区块链进行最终结算和安全。这些第2层拥有速度、吞吐量、节俭和各种其他功能,如表现力和连接性,为了实现这些功能,它们牺牲了去中心化和安全性。

在Merlin的案例中,它甚至没有使用比特币的工作量证明安全模型。相反,它选择了一种基于财富的控制系统,即股权证明。仪式上,Merlin使用比特币来证明测序仪和验证器已经投入了足够的财富,并且它间歇性地将汇总数据发布到比特币的区块链上。

尽管Merlin最近的表现令人失望,但所谓的去中心化金融(DeFi)加密货币领域仍然充满活力。从整个行业来看,今年迄今为止,跨DeFi协议的TVL增长了54%,DeFi代币的总市值翻了两番。

2024年糟糕的业绩之后,Merlin还剩下数亿或数十亿美元,这取决于它对资产的估值,Merlin仍然有足够的流动性来卷土重来。如果其内部人士能够转向一种不同的营销策略,而不是一种正在迅速老化的“第二层”比喻,那么就有可能复苏。

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