解读OP Stack最新路线:应用需求倒逼技术变革

Odaily星球日报Pubblicato 2024-05-09Pubblicato ultima volta 2024-05-09

Introduzione

超级链愿景迎来L3的加入,Optimism成为卖铲者。

原创 | Odaily星球日报

作者 | 南枳

解读OP Stack最新路线:应用需求倒逼技术变革

今日,Optimism 发文宣布使用 OP Stack 构建的 L3 现可加入超级链(Superchain),L3 可以在 OP Stack 上进行构建并与 Optimism Collective 分享收入,从而访问超级链构建者网络,并有资格获得 Retro 资助、空投以及增长活动等。Odaily 将于本文解析这一变革及背后的故事。

发展计划解读

基础概念与公告解析

首先,什么是 OP Stack?OP Stack 是支持超级链开发的开放标准代码库,不限于 L2 链和 DApp 开发者(知名案例包括 Base、Zora Network 等), L3 生态系统也可以使用。

另一个重要问题,什么是超级链(Superchain)?超级链是 Optimism 的一大愿景,被构想为多个去中心化的 L2 链网络(现在也包括了L3),这些链共享安全性、通信层和开源技术 OP Stack。这些链具备标准化特性,网络资源可互换,以增强链的互操作性,使开发者能够创建以整个超级链为目标的 DApp。

而 Optimism 最新的公告可以理解为,现对于使用 OP Stack 构建L3的开发者,也能够加入 Optimism 的超级链发展版图中,享受整体生态发展的益处。对于这些L3,直接收获的好处包括 Retro 资助、空投以及增长活动等,而这些加入的L3将会将其部分收入回馈至 Optimism Collective。

但需要注意的是,目前面向L3的 OP Stack 技术并未完全成熟,尤其是互操作性方面仍有待完善。

应用需求倒逼技术变革?

Optimism 为何做出这一变革?官方公告阐述了长篇的技术和愿景,但实际上可能最为重要的内容如下:

L3 可以为链和 DApp 开发者提供一种全新、更具成本效益的构建方式。我们已经在 Base 上看到了这一趋势,它在原有基础上迅速扩展了对 L3 的支持。

不难看出,本处所指向的应是 Base 链上的L3 Degen。而这背后故事可以追溯到 1 个月前在Warpcast 上发生的故事

Optimism NFT 负责人 Binji Pande 发文询问:“为什么 DEGEN L3使用了 Arbitrum Orbit 技术而不是 OP Stack。”(注:Arbitrum Orbit 是 Arbitrum 团队所推出的链开发工具。)

Degen 合作开发者 Syndicate 于该文下方回复:“支持自定义 Gas 代币的能力是一个很大的优势!”(OP Stack 不支持自定义 Gas 代币,所以我们不用。)

解读OP Stack最新路线:应用需求倒逼技术变革

随后 OP Labs 产品主管 Zain Bacchus 回复道:”自定义 Gas 代币将于本季度上线。“

解读OP Stack最新路线:应用需求倒逼技术变革

还有什么更新?

本次更新包括了自定义 Gas 代币和 Plasma 模式。

首先,OP Stack 将支持L3自定义 Gas 代币,围绕现有 L2 原生代币建立社区的项目现在可以利用其代币作为 Gas 代币,将其社区发展为 L3 生态系统。这也降低了新用户的进入成本,无需通过昂贵的 L1 操作将 Gas 代币存入 L2,再进入 L3,只需在 L3 中执行低成本的 L2 存款操作即可。

数据可用性(DA)层的可选性是开发人员构建低成本链的另一个关键模块。Plasma 模式允许所有开发者在使用 OP Stack 的基础上自行选择 DA 层,以降低交易成本,同时最大限度地减少安全难题和管理成本。OP Stack 将陆续集成多个数据可用性层。

展望未来,这为 L3 开发者打开了一个参与超级链生态系统的框架,帮助塑造可扩展性的未来,同时也受益于其他构建者的贡献。

结论

各种链井喷的当下,不论是L1、L2还是L3都已不再稀缺,当“掘金者”过多,当一个“卖铲子”的人反而最稳健有效的经营方式。从最新的该则公告可以看出,Optimism 正在积极适配市场需求,旨在将 OP Stack 打造成实现超级链愿景的终极武器。

Crypto di tendenza

Letture associate

EF's Epic Reorganization: 20% Layoffs, Budget Halved, Is Ethereum Gearing Up for a Leaner Future?

The Ethereum Foundation (EF) has announced a major organizational restructuring, involving a 20% staff reduction (approx. 54 employees) and a division into functional clusters like Protocol, Access, User, Community, and Institutional layers. Co-founder Vitalik Buterin further revealed plans to cut the EF's budget by around 40% over the coming years, aiming to reduce its annual spending rate from about 15% to roughly 5% by 2030, transitioning to an endowment-driven model. This overhaul is seen as a long-overdue correction to the EF's ambiguous role. As Ethereum grew, the foundation faced persistent criticism over ETH sales, perceived lack of execution, and unclear strategy, often becoming a focal point for community frustration amid ETH's price stagnation. The reform aims to redefine the EF's boundaries, narrowing its focus to core protocol research, public goods funding, and ecosystem coordination, while offloading more applied development work to the broader market. Concurrently, ecosystem forces like the newly formed Ethlabs (founded by ex-EF researchers) and other independent groups are stepping in to fill the space, signaling a shift from a centralized model to a more distributed, collaborative ecosystem structure. The move was notably praised by Solana co-founder toly, who viewed a "leaner" EF as potentially more decisive and agile.

Odaily星球日报38 min fa

EF's Epic Reorganization: 20% Layoffs, Budget Halved, Is Ethereum Gearing Up for a Leaner Future?

Odaily星球日报38 min fa

Dragonfly Partner Haseeb: The Fastest-Growing Companies of the Future May All Get Stuck at 149 Employees

Dragonfly partner Haseeb explores the distorted economics of AI model pricing, drawing parallels to tax policy. He notes that startups and small teams (under 150 users) enjoy heavily subsidized, fixed-price AI subscriptions (like Claude Code), where the marginal cost of an additional token is effectively zero. This creates a powerful incentive for them to maximize token usage ("token-maxxing") and innovate aggressively with AI automation. In contrast, large enterprises (over 150 users) are forced onto "Enterprise" plans, paying per-token API fees with high (~75%) markups. This acts like a steep "tax" on AI-powered labor, disincentivizing marginal automation and experimental use, and encouraging them to retain more human workers. Haseeb argues this pricing creates a "150-person cliff," a regulatory notch similar to labor laws in France that discourage firms from growing past 50 employees. He predicts the fastest-growing future companies may deliberately cap their headcount at 149 to avoid the punitive enterprise pricing. This would foster an "AI-first" management philosophy obsessed with automation and outsourcing to stay lean. While not intentionally designed, this bifurcated pricing could become one of the most influential de facto tax policies, shaping how AI replaces labor—not through mass layoffs at big firms, but through agile, AI-native startups outcompeting them.

marsbit50 min fa

Dragonfly Partner Haseeb: The Fastest-Growing Companies of the Future May All Get Stuck at 149 Employees

marsbit50 min fa

How xBubble Breaks Through in the VC-Heavily-Backed OPC Economy

xBubble: Addressing the Structural Gap in the VC-Backed OPC Economy The concept of OPC (One Person Company) is evolving from a buzzword to a significant AI-driven market. While AI coding tools like Replit and Lovable have validated demand from non-technical users wanting to build applications, a key gap remains: the leap from creating a demo to running a stable, evolving business. These tools still require users to manage the development process, including technical judgments for integrations, modifications, and deployments—a major hurdle for OPCs. xBubble, by DAPPOS, tackles this by shifting from "Prompt-to-Code" to "SOP-to-Business." Instead of generating code from instructions, its core is a system of pre-organized SOPs (Standard Operating Procedures) that translate business goals—like "sell World Cup merchandise"—into complete, executable workflows. This includes generating cohesive assets, pages, payment systems, and backend logic. The platform is augmented by a network of third-party service providers who handle infrastructure (hosting, domains, payment setup), acting like "on-site service engineers." Users can pay for these services directly with xBubble credits, simplifying onboarding. This ecosystem aims to deliver not just an app, but a complete, modifiable business launch path. xBubble targets a clear OPC segment: small commercial nodes (e.g., creators, merchants) with existing products, customers, or channels, but for whom a full tech team is unjustifiable. Its potential lies in SOPs accumulating expertise from real cases, improving reliability and reducing delivery costs over time. Additionally, its native support for crypto payments caters to global or digital-native OPCs. In summary, as AI democratizes software creation, xBubble's opportunity is to prove that "SOP-to-Business" provides more immediate value for launching a real, operational business than a powerful but unstructured AI coding tool.

链捕手52 min fa

How xBubble Breaks Through in the VC-Heavily-Backed OPC Economy

链捕手52 min fa

If It's Not a Clear Yes, It's a No: A Nine-Year Retrospective by a VC Who Survived Four Cycles

**"Invest Only When Certain": A Nine-Year Retrospective from a VC Across Four Cycles** IOSG founder Jocy shares hard-earned lessons from nine years and over a hundred investments in Web3. The core challenge isn't identifying successful founders, but understanding why talented founders with solid ideas still fail. Through building a "failed founder database," IOSG identified six recurring failure patterns. **Founder Trait Red Flags:** 1. **Emotionally Unstable:** Founders who react defensively to criticism or publicly lash out under pressure (e.g., 80% drawdowns) often fail. Resilience is key. 2. **Lacking Hunger / Having a Fallback:** Founders with significant safety nets (family wealth, cushy fallback jobs) may lack the "do-or-die" commitment needed to survive crypto's brutal cycles. 3. **Unchecked Ego:** Includes "polished execution machines" who excel in known frameworks but struggle when paradigms shift, and "professor-types" who are technically brilliant but resistant to commercial feedback or coaching. **Project Structure Red Flags:** 4. **Token-First, Not Product-First:** Treating the token solely as a fundraising tool with no real utility or connection to product value is a major warning sign. The project should have value even if the token goes to zero. 5. **No Day-1 Exit Thesis:** Founders must have a clear, staged capital strategy from the start, understanding what each funding round needs to prove to unlock the next. "Exit before entry" is crucial. 6. **No Full-Cycle Experience:** Founders who haven't lived through a complete crypto bull/bear cycle (e.g., 2018, 2022) often underestimate their vulnerability. IOSG limits initial checks for such teams to $250k, sizing for risk. **The Positive Flipside: Desirable Founder Traits** The ideal candidate exhibits: obsessive problem-depth, being a second-time founder with a non-consensus vision, strong communication skills with *controlled* ego, relentless perseverance, and a global perspective with agency and taste (increasingly vital in the AI era). **Three Survival Tips for Founders:** 1. **Cash Flow Over Narrative:** Real revenue is what sustains projects, not vanity metrics. 2. **Tokens Are a Liability:** Avoid issuing a token unless absolutely necessary. The hidden costs (market making, liquidity, compliance) are immense, often a multi-million-dollar burden. 3. **Respect Liquidity:** Sell during peaks to build treasury, buy back to support the protocol during troughs. Be realistic about valuations and your ability to deliver for the next round. The final principle is simple yet paramount: **"If it's a borderline 'yes' or 'no,' don't invest."** In an industry that reinvents itself every few years, the discipline to consistently say "no" is the ultimate secret to longevity.

Foresight News1 h fa

If It's Not a Clear Yes, It's a No: A Nine-Year Retrospective by a VC Who Survived Four Cycles

Foresight News1 h fa

Trading

Spot
Futures

Articoli Popolari

Come comprare OP

Benvenuto in HTX.com! Abbiamo reso l'acquisto di Optimism (OP) semplice e conveniente. Segui la nostra guida passo passo per intraprendere il tuo viaggio nel mondo delle criptovalute.Step 1: Crea il tuo Account HTXUsa la tua email o numero di telefono per registrarti il tuo account gratuito su HTX. Vivi un'esperienza facile e sblocca tutte le funzionalità,Crea il mio accountStep 2: Vai in Acquista crypto e seleziona il tuo metodo di pagamentoCarta di credito/debito: utilizza la tua Visa o Mastercard per acquistare immediatamente OptimismOP.Bilancio: Usa i fondi dal bilancio del tuo account HTX per fare trading senza problemi.Terze parti: abbiamo aggiunto metodi di pagamento molto utilizzati come Google Pay e Apple Pay per maggiore comodità.P2P: Fai trading direttamente con altri utenti HTX.Over-the-Counter (OTC): Offriamo servizi su misura e tassi di cambio competitivi per i trader.Step 3: Conserva Optimism (OP)Dopo aver acquistato Optimism (OP), conserva nel tuo account HTX. In alternativa, puoi inviare tramite trasferimento blockchain o scambiare per altre criptovalute.Step 4: Scambia Optimism (OP)Scambia facilmente Optimism (OP) nel mercato spot di HTX. Accedi al tuo account, seleziona la tua coppia di trading, esegui le tue operazioni e monitora in tempo reale. Offriamo un'esperienza user-friendly sia per chi ha appena iniziato che per i trader più esperti.

479 Totale visualizzazioniPubblicato il 2024.12.12Aggiornato il 2026.06.02

Come comprare OP

Discussioni

Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di OP OP sono presentate come di seguito.

活动图片