预言机龙头、价值币Link的重磅利好事件:质押+CCIP,ChainLink是Web3时代的谷歌Google

币圈一级市场阿生Published on 2022-10-01Last updated on 2022-10-01

Abstract

Chainlink将于12月推出质押奖励功能,也就是预言机龙头的质押终于要落地了。

预言机龙头、独角兽、价值币Link的两个重大利好事件:

1.Chainlink将于12月推出质押奖励功能,也就是预言机龙头的质押终于要落地了。

2.国际资金清算系统SWIFT已与Chainlink Labs就跨链互操作协议(CCIP)建立了合作关系,跨链互操作性协议(CCIP)可以实现去中心化跨链消息传递和通证转移。

可以说 CCIP+质押是ChainLink未来的两大杀手锏功能,如果把以太坊比作Web 3世界的微软(底层操作系统),那ChainLink就是Web 3世界中的Google(提供信息、与Web 3技术支持)。

微软市值:18000亿美金,谷歌市值:13000亿美金,ETH市值:1600亿美金,Link市值:38亿美金。

虽然Web 2与Web 3无法直接市值对比,公链与预言机也无法直接对比,但就目前Link的市值以及其项目应用价值来看,还有很大空间。

预言机是什么?为什么需要预言机?

因为区块链无法获得链外和现实中的数据,所以需要预言机来提供可靠的数据,包括像菠菜的随机数、借贷价格、金融衍生品价格、稳定币汇率、保险数据、预测市场数据等各种线上线下的数据。预言机通过各种机制来保障数据的安全性。

首先我们来看看LINK的基本面吧:

1.预言机的龙头老大。占据着市场的90%的份额。

2.从 2018 年发展至今,Chainlink已经替超过 1,000 个协议提供数据资料。

3.去年Link发布了2.0版白皮书,野心非常大,预言机只是其中一个功能而已。

4.AccuWeather 及美联社也于去年正式与 Chainlink 合作进行数据验证。前 Google 执行长 Eric Schmidt和Diem联合创始人Christian Catalini目前也正担任 Chainlink Labs 的战略顾问。

Link预言机常见的应用场景

1、获得代币价格等信息汇率、借贷利率等信息

DeFi和预言机是天生的好伙伴,很多DeFi借贷项目都会用到预言机。比如很多稳定币并不是真实的1:1的价值锚定,会有一些小波动,像Maker的美元稳定币DAI,你可以使用预言机来获得DAI的实时汇率.

2. VRF随机数 - 利用链上加密证明机制生成可验证的随机数,未来会有越来越多的Gamfi,NFT项目需要这种可验证的随机数来做稀有属性NFT,比如AXS就在用Link的VRF服务.用户可以证明随机数是公平公正的,因为无论是游戏玩家、游戏开发者还是第三方都无法篡改或操纵生成的随机数。

3. 链下计算 - 这是一个当前还没有引起重视,但是一些项目已然开始探索的区块链扩容方式,比如CTSI,Truebit等等。 未来区块链扩容,除了分片与Rollup,链下计算大概率会是第三张牌,同时我实在想不出,比Link更适合做这个的项目了

4.还有自动维护智能合约触发清算的Keepers服务(类似KP3R)也已上线,DID服务在白皮书里也有写到,甚至哪天Chainlink开始做跨链桥类似的跨链服务我也丝毫不会觉得意外,因为它天然接入所有链,天然适合做跨链……

5.获取现实世界的数据

一些去中心化保险产品,相比利益驱动的保险公司,会更信任代码。除了常见的DeFi产品的保险外,还有一种参数保险,它是一种带有参数触发器和付款条件的特殊保险,比如Etherisc推出了航班延误保险和飓风保险,它就可以使用预言机来获得航班是否延误的数据,或者哪里受到了飓风影响,从而判断是否触发理赔条件。

随着未来区块链继续发展,不断出圈,吸引圈内圈外越来越多的资本,供应商,服务商……你觉得他们最开始,会使用哪个项目来“接入”区块链? Link就是Web3时代的Google。

Chainlink可以兼容任何区块链,并且在不断扩展,接入更多区块链环境。在2021年,Chainlink接入了众多顶尖的L1区块链和L2扩容方案,其中包括Arbitrum、Avalanche、BNB Chain、Ethereum、Fantom、Harmony、Heco、Moonriver、Optimism、Polygon、Starkware以及xDai。

如果说区块链是去中心化的计算机网络,智能合约是去中心化的应用,那么Chainlink就可以理解成是去中心化的互联网,让智能合约可以与链下世界交互,并同时保持区块链技术在安全、透明和信任方面的核心价值。

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