Пять Ethereum Layer-2 токенов, которые могут выстрелить после апгрейда Pectra

cryptonews.ruPublicado a 2025-01-08Actualizado a 2025-05-08

Апгрейд Pectra стал серьёзным поворотом в развитии Ethereum: больше пространства для blob-данных, умные аккаунты и допилинные механизмы для валидаторов. Все эти нововведения могут хорошенько встряхнуть L2-экосистему и открыть новые горизонты для проектов второго уровня. В фокусе внимания — Arbitrum (ARB), StarkNet (STRK), Mantle (MNT), Aevo (AEVO) и Fuel (FUEL). Эти пять игроков имеют все шансы выжать максимум из улучшенной инфраструктуры: меньше издержек, выше пропускная способность, шире возможности.

Да, котировки у них сейчас переживают турбулентность, но фундаментальные апгрейды могут сработать как хвостовой ветер. Если рыночный настрой сменится, то и цены вполне могут стартануть вверх.

Arbitrum (ARB): на грани разворота

С расширением blob-пространства и оптимизацией доступа к данным в Ethereum, Arbitrum получает реальный шанс снизить расходы на взаимодействие с основной сетью и нарастить масштабируемость без особых трудностей.

EIP-7702, в свою очередь, подбрасывает функционал умных аккаунтов — это и транзакции без газа, и пакетные операции, и нормальный онбординг. Упрощается жизнь не только девелоперам, но и обычным пользователям, которым теперь не нужно продираться сквозь джунгли интерфейсов.

Несмотря на такие перспективы, ARB за последние семь дней потерял более 6%. Если снижение продолжится, ближайший рубеж поддержки — $0.292, и если он не удержится, падение может дотянуться до $0.27. Но если покупатели всё-таки оживятся, первым барьером станет $0.315, а дальше — при должном напоре — можно будет нацелиться на $0.345 и, в идеале, $0.363.

StarkNet (STRK): zk-платформа на низком старте

Pectra прокачивает доступность данных и даёт больше свободы валидаторам, что для zk-rollup-платформы вроде StarkNet — подарок судьбы.

Увеличение blob-пространства напрямую снижает стоимость и повышает масштабируемость calldata — а это критично для проектов, которым нужен постоянный апдейт состояния через L1. EIP-7002 добавляет гибкость в выводе средств с валидаторских нод, облегчая потенциальные интеграции со staking и re-staking протоколами, а также перемещения ликвидности между сетями.

STRK за неделю потерял более 13.5%, и техническая картина на графиках пока остаётся кисловатой. Если нисходящее движение продолжится, следующим уровнем станет $0.116. При отскоке — сопротивление ждёт на $0.136, а в случае удачного пробоя возможны заходы на $0.15 и даже на $0.161.

Mantle (MNT): ставка на модульность

Хотя сам апгрейд напрямую Mantle не касается, косвенные улучшения играют ему на руку. EIP-7251, увеличивающий лимит стейкинга для валидаторов, упрощает управление крупными стейкинг-пулами — особенно актуально для Mantle, который завязан на переиспользование ETH внутри своей архитектуры.

Плюс, расширение blob-пространства снижает стоимость публикации данных в L1, что делает взаимодействие внутри модульных роллапов дешевле и эффективнее.

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