OP Research:Layer 2新战场,Blast生态大爆发

Odaily星球日报Published on 2024-01-21Last updated on 2024-01-21

Abstract

Blast是首个专为Layer 2账户内资金提供被动收益可能性的L2区块链网络。

OP Research:Layer 2新战场,Blast生态大爆发

Blast 掀起L2 Native Yield 浪潮

OP Research:Layer 2新战场,Blast生态大爆发

Blast 是首个专为 Layer 2 账户内资金提供被动收益可能性的L2区块链网络。用户将资金存入 Blast,Blast 将立即将相应的 ETH 锁定在 Layer 1 网络上,用于进行网络原生质押,并将所获得的 ETH 质押收益自动返还给 Blast 上的用户。除了支持原生质押的 ETH 外,Blast 还为稳定币提供了被动收益的机会。

这种“野蛮人”的打法,足以撼动传统 Layer 2 的当前地位。过往的 Layer 2 专注于提升性能、拓展 RaaS 以及多链叙事。22 年初我们还在探讨 Blockchian 的未来是多链还是 ETH + Layer 2 。

如今 Cosmos 已经退居二线,被 Optimism/Arbitrum/Polygon/zkSync 等 Layer 2 抢去关注度,资金和开发者也用脚投票纷纷投资和入驻 Layer 2 。但如今 Blast 的打法另辟蹊径,可能是新 Layer 2 发展的新范式。

因此,相较于通常的 Layer 2 解决方案,Blast 作为 Optimistic Rollup 延续了 EVM 用户的操作习惯,同时为用户打开了全新的收益机会。上线以来,Blast 仅用 2 个月的时间就聚集了超过 1.3 b 的 TVL,打破了L2的最快记录,掀起了其他L2 Native Yield 的浪潮。

BIG BANG!

Blast 的 Big Bang 竞赛

Big Bang 是由 Blast 举办的从1 月 17 日到 2 月 17 日的为期一个月的“军备竞赛”,整个比赛分为三个阶段:

  • 1. 意向注册

  • 2. 项目提交

  • 3. 评选获胜者

OP Research:Layer 2新战场,Blast生态大爆发

同时,Big Bang 为参赛的 Dapps 提供了 8 个赛道作为选择,每个项目在最终提交 DEMO 及演示视频的时候需要选择一个作为赛道,同时也将和同赛道的项共同竞争。

OP Research:Layer 2新战场,Blast生态大爆发

Big Bang 的机会

Blast 为参与 BigBang 竞赛的 dapps 提供了丰厚的奖励,以此来激励项目方在 Blast 进行部署和运营。

首先,Blast 将于 2 月进行 ETH 锁仓流动性的释放,在 Blast 上部署的 dapps 有机会瓜分释放的 1.4 b 的 TVL 以及参与锁仓的 104 k 的用户。 这对于任何项目来说都是一个很好的冷启动的机会。

其次,参与 Big Bang 的项目方都将会获得 Investors 的一对一个性化指导。

最后,Blast 预留了 AirDrop 总量的 50% 来激励开发者,除了其中的不到 10% 会分配给 BigBang 的 Winners 外,其余超过 90% 都将会分发给 Blast 主网的 dapps,这将会是对于开发者们有史以来最大的空投。

除此之外,用户在 Blast 的测试网上进行交互将不会获得任何的奖励,但是等到主网上后或许将有机会获得交互激励。

Blast 生态全览

在 Blast 宣布 Big Bang 的不到两天时间以来,已经有超过 60 个项目宣布与 Blast 达成合作,并且将在 Blast 上进行建设,如下是我们挑选出值得从早期跟踪的 7 个项目:

  • PumpX:PumpX 是一个全链的消费级流动性协议(Multichain Consumer Liquidity Protocol),即去中心化地组织散落在区块链不同地方的闲置资金,为消费者在链上的资产交易进行金融支持,并支撑起链上资产的交易深度与活跃度。PumpX 协议为项目方、去中心化钱包和交易市场提供结帐页面中的项目级借贷功能并导入 Blast 上汇集的消费级流动性。PumpX 也是币安最具价值项目(MVB)之一,由 IOSG,HashKey,分布式资本等顶级机构投资。PumpX 的部分智能合约已经部署到 Blast 测试网进行调试。PumpX 已经宣发了后续与 Blast 的空投做联动,值得持续关注。

  • Pyth Network:Pyth 致力于为区块链上的金融 dApp 提供实时市场数据。这意味着,无论是加密货币、股票、ETF、外汇对还是大宗商品,Pyth 都能为用户提供 380 多个低延迟的价格信息。

  • Quick Node:QuickNode 是一个区块链开发平台,可为各种规模的项目提供可靠的基础设施、托管 RPC 服务、弹性 API 以及成功扩展所需的强大分析。凭借全球分布的多链基础设施和自动扩展,QuickNode 可以在整个Web3生态系统中为应用程序从 MVP 到大规模采用的整个增长过程提供支持。

  • Thruster:Thruster 是 Blast 原生 DEX,利用 Blast 原生收益率、定制流动性解决方案和更简洁的用户界面/用户体验,使交易者、LP 和开发者受益。

  • The Graph:The Graph 被加密世界称为“去中心化的 Google ”,是因为它使用了和 Google 类似的索引(Indexing)和查询(Querying)方法,但在去中心化的基础上提供更加开放和可访问的方式来查询和利用数据。开发人员能够经由 The Graph 去创建和查询自己的数据子图 (Subgraph),让整个以太坊生态系统更加开放和互联。

  • Ambient:Ambient 是一个去中心化交易协议,允许在任意一对区块链资产上结合集中和环境恒定产品流动性的双向 AMM。Ambient 在单个智能合约内运行整个 DEX,其中单个 AMM 池是轻量级数据结构,而不是独立的智能合约。这个设计使得 Ambient 成为目前最高效的基于以太坊的 DEX。

  • RedStone:RedStone 是一个 预言机,可为多个 L1 和 L2 上的 DApp 和智能合约提供频繁更新、可靠且多样化的数据源。

OP Research:Layer 2新战场,Blast生态大爆发

其他可以关注的早期项目

  • 现货 Dex 方向:

Monoswap,具有原生收益的V3流动性中心。

IgniteFi,以社区生态为基础的 Dex。

RingProtocol,具有突破性功能的 Dex。

MidNight,具有 Blast 原生收益的基于 Ve 33 模型的去中心化交易所。

StarSwap,多链 Dex。

Blasterfi,可以从 Blast 获得最高 50 倍收益与 2 倍空投。

Roguex,一个现货及期货可以在相同池子中交易的创新型 Dex。

Tntswap,集 Token,NFT,游戏,DAO 于一体的 Dex。

HyperBlastDex,具有原生收益的基于 AMM 模型的 Dex。

Blasted,具有收益的 Dex。

还有 BlastSwap、Interport Finance、BrewLabs 等多个 Dex 都宣布将基于 Blast 进行建设。

  • 期货 Dex 方向:

NFTPerp,为 NFT 提供合约交易。

EasyX,无需 KYC,提供最高 100 倍杠杆的交易服务。

CyberFinance,衍生品协议。

Particle,提供无需许可的杠杆交易服务。

Prism,一个全新的交易维度。

  • 基础设施方向:

RilleProtocol,创新的 DeFi 风险量化/转移解决方案。

MoonBlast,基于 EVM 的L2的 LaunchPad。

BlastDomains and BNS,提供 Blast 域名服务。

BlastOff,具有原生收益的 LaunchPad。

CSRfi,促进可持续性收益的基础设施协议。

  • Lending 方向:

MIM Spell,稳定币借贷协议。 Natrium Protocol,通过灵活交易对优化借贷回报 Wand,无清算的资产结构化协议 HadouKen,综合借贷协议。 Zest,稳定币借贷协议。 Maneki,无需许可的借贷协议。

  • NFT 方向:

Wassies,BlastPenguines,BlastoPians,

5 0x 50 ,Defusion,DegenDNA,CSPEPE。

  • 游戏方向:

Kangiten,Vroom.bet,Blastoise,

BAC Games,Risk,Metaverse Headquarters。

OP Research:Layer 2新战场,Blast生态大爆发

在这场 Layer 2 新战事中,Big Bang 竞赛的成功宣告着 Blast 生态的崭新起点。仅仅在短短的三天内,Blast 已经吸引了来自各个赛道的 60 个项目,为这个生态系统注入了蓬勃的活力。然而,我们相信这只是序幕,未来将会迎来更多优质项目的加入,共同构筑一个更加繁荣、多元的 Blast Layer 2 生态。

随着更多项目的融入,Blast 的生态将得以进一步壮大和巩固。未来已经来临,而牛市的脚步也已经敲响。Blast Layer 2 生态的起飞指南已经绘就,让我们共同迎接这个充满希望和机遇的牛市!

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