如何通过Based Rollups重塑以太坊经济并推动ETH价格飙升

marsbitPublished on 2024-09-10Last updated on 2024-09-11

Based Rollups 可以为以太坊第 2 层网络从区块链基础层提取流动性和收入的问题提供解决方案。

Cinneamhain Ventures 合伙人 Adam Cochran 在 9 月 10 日的 X 帖子中表示,Based Rollups 的 Layer 2 扩展解决方案使用 Layer 1 验证器而不是自己的序列器进行处理,可以“通过对激励结构进行根本性的改变,直接影响以太坊的货币化”。

他补充道,这很容易使以太币( ETH )的长期需求增加一百倍。 

验证者可以选择加入 Based Rollups 流程,从而获得额外奖励。其经济影响是质押ETH 的价值增加,从而可能带来更高的收益

激励机制Based Rollup 结构。来源:Adam Cochran/X

Cochran 补充说,Based Rollups 可以与其他 Rollups 互操作,从而增加流动性准入、跨链结算交易和对 Gas 的总体需求。 

他说,Based Rollups 的机制协调了第 2 层和第 1 层验证者之间的激励措施,从长远来看,可以实现零发行通胀,同时保持较高的质押收益率。

Cochran 总结说,这将是首次将质押 Ether 的激励机制付诸实践将由整体以太坊虚拟机(EVM)的使用情况驱动,而不是由 ETH 发行率驱动。

这种根本性的分离将使 ETH 在未来十年内达到 10 万美元的价格。

Based Rollups并不是一个新概念,以太坊开发人员 Justin Drake 在 2023 年就曾提到过它,他表示Based Rollups的“在经济上与其基础 L1 特别一致”。

在Dencun升级之后,以太坊的发行量在 4 月份转为通货膨胀,升级大幅降低了第 2 层费用,并导致整体 gas(ETH)使用量下降。

这减少了销毁的 ETH 费用,进而导致网络收入下降和通货膨胀。 

以太坊社区成员 Ryan Berckmans 驳斥了最近对以太坊的担忧,他在 9 月 10 日的 X 帖子中表示:

如果总费用永远保持在低位,那么全世界都可以以极低的价格使用以太坊,这将进一步推动 ETH 作为货币的采用。

他总结道,无论费用高低,以太坊的持续增长都为 ETH 提供了看涨的理由。这与通过 Based Rollups 从根本上改变网络经济以造福 ETH 持有者的目标一致。 

以太坊开发者 Eric Connor 在 9 月 10 日 X 的一篇文章中表示:“以太坊目前处于有史以来的最佳状态,但市场情绪却是有史以来最糟糕的。”

“加密货币的未来不会在 Crypto Twitter 上赢得胜利。它将通过为世界提供一个去中心化的全球金融结算层来赢得胜利,在这个层中 ETH 会获得自然的货币溢价,”他补充道。

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