【一周靓文】以太坊确定性增强，火必支持BTTC L2生态

火币资讯Publicado a 2023-03-04Actualizado a 2023-03-04

Resumen

一周靓文，回顾过去一周最值得关注的热点文章，帮您快速理解市场动态。

一周靓文，介绍过去一周最值得关注的热点文章，帮助投资者深刻理解市场动态。

1、火必热点

《火必支持BTTC L2生态将引发十大利好》

2月23日，美国加密资产交易平台Coinbase宣布推出以太坊L2网络Base测试网。随后在2月28日，火必就宣布加入二层网络BitTorrent Chain（BTTC）生态，并支持基于BTTC的生态开发。主流交易所的态度往往代表着行业走向和趋势，火必和Coinbase看似在各自站队，其实火必的动作将带来更广泛的影响。

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《Visa加密负责人：波场网络支付数据长期领先以太坊生态》

Visa 加密负责人 Cuy Sheffield 曾在 StarkWare Sessions 2023 上发言表示，该公司正在开发基于以太坊的 USDC 大额支付结算系统，但其在社交媒体上的最新发言，却透露出了对波场网络的看好

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2、主流叙事——以太狂潮

《盘点三月份值得关注的加密事件：上海升级、DeFi、NFT、L1创新》

上海升级是近期市场上的最大叙事和公众预期。在主网进行上海升级前，会有 3 次测试网的升级测试（Zhejiang→Sepolia→Goerli）。今日 Sepolia 的上海升级成功激活，如果延续之前每3周推进一个测试网的节奏，Goerli 作为最受瞩目参与度最高的测试网，将在 3 月 21 日激活升级。这也就意味着主网的上海升级可能发生在 4 月份。⠀

相关投资标的我们已经在 1 月底提及（$ETH, $LDO, $RPL, $SWISE, $ANKR, $FXS, $SSV, etc.）。

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《V神谈加密支付：总结5次经验教训后，以太坊该怎么做？》

用户体验是许多以太坊用户（尤其是南半球用户）经常选择中心化解决方案而不是链上去中心化替代方案的关键原因。

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《Optimism资金提现到以太坊主网，为何需要7天挑战期？》

Optimism 二层资金提现到以太坊主网，要经历 7 天的挑战期。那为什么偏偏是 7 天呢？3 天？5 天不行吗？

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《Optimism vs Arbitrum，究竟谁赢了？》

Arbitrum 和 Optimism 是去年 L2 浪潮中诞生的最令人兴奋的两个生态，两者都在争夺用户、开发者以及资金，那谁赢了？

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3、捕捉风口

《【研报精选】Arthur Hayes：升维视角下的比特币价格走势》

第三次世界大战持续的时间越长，就越有可能出现某种触发因素，从而引发能源价格的长期上涨。这可能一下子发生，也可能随着时间慢慢发生。无论如何，我希望我的论点能打消人们对比特币在高价能源制度下的表现的担忧。

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《【研报精选】速览最近大涨的以太坊质押项目SSV》

SSV.Network DAO 在近日启动 5000 万美元的生态系统基金，以致力于支持基于分布式验证器技术（Distributed Validator Technology）的应用程序的开发，该技术是以太坊联合创始人 Vitalik Buterin 的以太坊去中心化路线图的关键组成部分，SSV.Network 则希望利用资助基金进一步巩固以 DVT 作为关键的以太坊基础设施。

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《【研报精选】Aave即将上线V3版本，代币即将爆发吗？》

我们预测 Aave 的最终形式将更接近于一个去中心化的货币市场巨头。

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4、加密故事

《暴涨暴跌背后，加密做市商是如何“操纵”市场的？》

你有没有想过，做市商是如何操纵加密货币市场的？为什么暴涨暴跌的背后都有他们的身影？加密分析师 Rekt Fencer 将在本文向你介绍加密货币做市商的所有情况。

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《神秘基金再出手，小牛顶来了吗》

市场避险情绪高涨，或许比特币的最后一跌会在最近一两周发生。

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