模块化叙事观察：80+ 项目专注该方向，Celestia 市场份额升至 40%

深潮Publicado a 2024-09-02Actualizado a 2024-09-02

在过去三个月中，Celestia 的数据可用性市场份额从约 10% 增长到超过 40%。

作者：OurNetwork

编译：深潮TechFlow

新的范式正在兴起，模块化区块链使得构建新链可以更加定制化，从而实现仅靠 ETH L1 无法达到的规模。模块化是指将区块链的不同功能分解为可组合的、即插即用的协议，这些功能包括：执行、结算、共识和数据可用性。

  • 执行：这是应用程序所在的环境，状态变化在此执行。

  • 结算：这是一个可选的中心，用于执行层验证证明、解决欺诈争议，并在其他执行层之间架桥。

  • 共识：达成交易顺序的一致。

  • 数据可用性：确保交易数据可以下载和验证。

将执行功能从主网移出，L2s 是以太坊迈向模块化的第一个重要步骤。自那时起，其他项目开始专注于区块链技术栈的不同组件，每个组件都力求通过不同的权衡来提高规模和吞吐量。在本期中，我们邀请了一些知名人士来介绍模块化领域中一些最具影响力和新兴的项目。敬请期待！

模块化 Celestia | Omni Network | AltLayer | Conduit

Andy | Website

超过 80 个团队正在模块化领域进行建设

  • 模块化因碎片化问题而受到广泛质疑。跨 Rollup 互操作性是扩展模块化扩张的最大焦点——随着链抽象团队在模块化生态系统中构建更好的用户体验，加密货币可能已达到关键转折点。下图展示了超过 80 个引领模块化生态系统统一的团队。

The Rollup

  • 一些大公司显示出增长势头——Celestia 已获得所有数据可用性提供商（包括以太坊）总数据发布量的 44% 的市场份额。Hyperlane 是一个旨在促进链间交互的项目，其总交易次数已超过 400 万笔。Hyperlane 能够连接到更长尾的 L2，使其在特定路线中占据主导地位。

Dune - @realpeha

  • 根据 Kaito AI 的模块化心智份额指标，过去一年中呈现稳定的横向趋势。2 月份的热度增加，7 月份达到高峰，但随着夏末加密市场的低迷，8 月份的热度有所减弱。

Kaito

Celestia

Owen Fernau | Website | Dashboard

在过去三个月中，Celestia 的数据可用性市场份额从约 10% 增长到超过 40%。

  • Celestia 是模块化 EVM 区块链的数据可用性解决方案，这意味着节点无需下载整个区块即可验证数据。自 7 月 31 日推出以来，Eclipse 作为一个新兴的 Layer 2 项目，已成为 Celestia 的最大用户。LightLink 是另一个以太坊 L2，成为 Celestia 数据块的第二大用户。

Blockworks Research

  • 在过去三个月中，Celestia 的市场份额从 9.9% 增加到超过 40%，就其平台上发布的数据量而言。以太坊数据块作为 Dencun 升级的一部分，于 3 月 13 日上线，仍然是数据可用性的主要来源，占据超过 58% 的市场份额。

Blockworks Research

Omni Network

Chase Devens | Website | Dashboard

Omni 为 Arbitrum、Optimism 和 Base 之间价值 47 亿美元的 Rollup 提供链抽象。

  • EIP-4844 于 2024 年 3 月在以太坊上实施，引入了一种称为“数据块”的新型交易。这些交易专为降低网络上的数据存储成本而设计，直接通过减少交易费用影响 Rollup。自 3 月以来，Rollup 的平均交易费用已下降约 98%，现在仅需几分钱。这将为使用跨 Rollup 应用的 Omni 用户带来更好的用户体验。

Dune - @glxyresearch_team

  • 过去一年中，以太坊 TVL 更集中于 Arbitrum、Optimism 和 Base。这些 Rollup 占一年净 Rollup 流入的 91%。Omni 正在优先支持这三个 Rollup，其即将推出的主网 V1 部署将实现统一的流动性和链抽象的开发体验。

Artemis

  • Omni 基金会最近向 15,735 名 $OMNI 质押者分发了 $ETHFI 和 $ALT 空投。总的来说，这些质押者质押了流通供应量的 8.7%，并在 Omni 的创世质押期间获得了 14.5% 的年收益率。97% 的质押者质押了少于 100 $OMNI。

Omni 基金会

AltLayer

Amrit Kumar | Website | Dashboard

AltLayer 的再质押 Rollup AVS TVL 记录超过 110 亿美元。

  • AltLayer 的再质押 Rollup 框架利用 EigenLayer 的再质押机制，为 Rollup 提供更高的安全性、去中心化和加密经济快速终结性。MACH 是 AltLayer 的主动验证服务 (AVS)，为任何 Rollup 提供快速终结性。在 EigenLayer 主网上的 16 个活跃 AVS 中，AltLayer 帮助启动了 5 个。这些 AVS 拥有 33-57 个运营商和 19000-75000 个委托人，确保了足够的去中心化。

  • 编者注：主动验证服务 (AVS) 是使用 EigenLayer 的去中心化应用程序。EigenLayer 是一个建立在以太坊上的再质押协议，允许用户利用其质押的 ETH 为以太坊及其他区块链服务提供安全性。

EigenLayer

  • AltLayer 的 AVS 已记录 114.5 亿美元的再质押 TVL。以美元计算的 TVL 范围在 93 亿至 114.5 亿美元之间，显示这些 AVS 的 TVL 保持稳定，因为目前没有启用削减。TVL 的周期性增长与 AltLayer 新 AVS 的推出相吻合。

AltLayer

Conduit

Forrest Norwood | Website | Dashboard

Conduit 支持最高性能的 Rollup 运行，记录的 gas 吞吐量超过 65 Mgas/秒。

  • Conduit 是 Rollup 原生云平台，支持最高性能的 Rollup，如 Proof of Play。Proof of Play 的 Pirate Nation 是全球最大的完全链上游戏，拥有数万名玩家，所有游戏都在由 Conduit 驱动的 Arbitrum L3——Apex Chain 上进行。Apex Chain 定期在数据吞吐量方面领先所有 Rollup，以每秒兆 gas 为单位衡量，考虑了交易及其复杂性，并在高峰时达到超过 67 兆 gas /秒。

Conduit

  • 今年夏天，Conduit 与 Celestia 合作推出了 SuperBlobs，这是一种新的 Blob 机制，将每个 Blob 的最大数据增加到 ERC-4844 Blob 的 2.5 倍。这为 Rollup 带来了巨大的节省——Orderly Network 是最大的 SuperBlobs 用户，在切换后看到日均结算成本下降了 73%。总体而言，使用 SuperBlobs 的 Conduit Rollup 支付的每 MB 数据结算费用仅为 0.09 美元。

Celenium

  • 作为 OP Stack 上构建团队的领先 Rollup 平台，Conduit 是 Optimism 超级链愿景的重要支持者。目前，前十大超级链 Rollup 中有五个由 Conduit 提供支持：Mode Network、Derive（前身为 Lyra）、Build on Bitcoin、Orderly Network 和 Zora Network。

superchain.eco

  • 交易聚焦：这是 Proof of Play 的 Boss Chain 上的首批交易之一，于 8 月 29 日启动，与原始 Apex Chain 一起平衡 Pirate Nation 的负载。多链代表了应用链 Rollup 的新横向扩展模式。

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