火必支持BTTC L2生态将引发十大利好

重本聪聪Pubblicato 2023-03-01Pubblicato ultima volta 2023-03-03

Introduzione

主流交易所的态度往往代表着行业走向和趋势,火必的动作将带来更广泛的影响。

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。

1、利好二层网络概念

二层网络(L2)由以太坊拥堵兴起,在得到V神认可后不断发展,并延伸到各条L1公链,技术日渐成熟。造成以太坊拥堵的主要原因就是交易转账,Uniswap就为以太坊贡献了大量的Gas费用,费用占比曾高达30%。如果二层网络得到了中心化交易所(CEX)的支持,大量的用户将通过CEX进入L2,这将对整个L2生态产生极为有利的影响。而且新手更容易通过CEX接触加密资产,相当于为普通用户搭建了使用L2网络的通道。

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2、利好行业去中心化进程

区块链的本质是去中心化的,Web 3.0也是以去中心化为基础,而中心化只是过渡。交易所在走向去中心化的过程中,很多行业当下遇到问题便不再是问题。例如透明度,FTX挪用资产造成了整个行业的信任危机,导致CEX纷纷公布资金储备证明。一旦CEX主动去中心化,运行的透明度将大大提高,方便用户对交易所行为进行监督。类似FTX的暴雷问题将通过行业自身的技术进步解决,而不是被动的依靠法律和监管兜底。

3、利好所有Web 3.0用户

所有人都知道Web 3.0是趋势,但没人知道Web 3.0具体长什么样,在各个行业如何应用。Web 3.0本身就需要行业内的各类角色群策群力,共同建设。火必的态度很有可能在CEX之间产生化学反应,从概念到落地,使交易所率先进入Web 3.0时代。火必在全球拥有超过5000万名用户,其对于二层网络生态的支持将不仅仅是资金上的,而是带来实实在在的用户。早期对Web 3.0探索的用户将享受到用户增长带来的生态发展福利。

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4、有利于解决网络孤岛问题

二层网络BitTorrent Chain(BTTC)并非是一条链的L2,而是以太坊、波场TRON和BNB Chain三条链的二层网络,是异质跨链解决方案,而且支持的公链还可以增加。同一链内的项目间跨链,如波卡和Cosmos主要属于同质跨链,是由A1到A2或B1到B2,异质跨链则是A到B或B到C,属于不同网络间跨链,也可以叫异构。在二层网络之前,异质跨链主要通过跨链桥进行,但安全性较差。如果利用L2进行跨链,安全依然由L1保障,被攻击的概率将会降低。多条公链通过BTTC将能进行更顺畅的信息交换。

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5、利好各链上的生态项目

跨链本身就是为了连通用户,共享生态,优质的生态项目可以从多条链上吸引用户。以太坊、波场Tron、BNB Chain都是拥有大量生态的公链,用户资产通过L2 BTTC在链间自由流通,势必会给原有的生态项目带来更多用户。火必在公告中也明确表示,“支持基于BTTC的第二层(L2)网络开发,以推动链上开放金融系统的创建和完善。”

6、利好以太坊生态

L2会大幅缓解网络拥堵问题,降低网络费用。虽然BTTC是基于波场Tron的L2网络,依然对以太坊网络有缓解的作用。如果直接做L1的桥接,交易频率并不会降低,通过L1-L2-L1过滤后,将部分缓解以太坊的网络压力。另外就是体验更好的BTTC,也更容易让用户从波场Tron和BNB Chain网络进入以太坊。

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7、利好BNB Chain

与以太坊类似,各公链间共享用户,BNB Chain生态也能获利。

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8、利好火必交易所和HT

火必加入BTTC生态并支持网络开发,是双向受益。L2网络既然是趋势,生态开发者会大量涌入,其中必然会产生优质项目。火必以身作则支持BTTC生态属于提前布局,优质项目可以直接上线火必,使火必用户有机会布局L2赛道。优质项目可以让交易所和投资者之间的关系走向正循环,自然对HT也就是利好。以孙哥的脑洞,HT和BTTC之间说不定还会发生某些利益关系。

另一方面,火必主动用户拥抱L2,推动链上开放金融系统建设,也是一次自我革命,说明交易所依然保持着前进的活力。

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9、利好波场Tron

波场通过支付业务已经证明了优秀的稳定性和速度。有数据显示过去一年,波场网络月活用户量一直高于以太坊、Polygon、Optimism与Arbitrum月活用户量之和。

BTTC又是基于波场开发的二层网络,波场网络将能最先享受到大量交易所用户带来的持续性红利,因为和支付业务一样,交易也是有持续性的。一旦火必在波场网络上开启各类去中心化业务的建设,可以想象将为波场带来怎样的繁荣。

10、利好BitTorrent Chain(BTTC)

显而易见,BTTC是最直接的受益者。要知道BTTC在2021年L2兴起之初就已经上线,自主研发起步比Coinbase早了两年。在2022年孙宇晨加入火必后,火必+波场+BTTC的生态闭环已经形成。L2最初就是解决拥堵问题,交易又是造成拥堵的主要原因,所以很多L2网络会先引入交易应用来跑网络,火必加入BTTC顺理成章。大量的交易会推动BTTC进一步升级和进化,带动生态繁荣,借助跨链优势,非波场网络的用户也能轻松进入BTTC。

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