ETH Denver闭幕，本次大会都聚焦了哪些核心叙事？

Odaily星球日报Published on 2024-03-06Last updated on 2024-03-06

Abstract

流动性重质押、比特币 L2、积分、Crypto+AI、Berachain ……

撰文&整理：Karen，Foresight News

一年一度的 ETHDenver 大会是以太坊生态的一场盛会，ETHDenver 2024 于 2 月 23 日至 3 月 3 日在美国丹佛举行，吸引了数万名 Web3 爱好者和开发者参加。

ETHDenver 闭幕之际，ETHDenver 公布 BUIDLATHON 黑客松 Top 15 名单，如果你想了解 Web3 BUIDLer 都在关注和构建什么，以及 ETHDenver 黑客松中出现的创新项目，可戳《一览 ETHDenver 黑客松 Top 15 项目》了解。

笔者在翻阅推特上关于 ETHDenver 的讨论之后发现，关键词「流动性重质押」、「比特币 Layer 2 」、「积分」「Crypto+AI」、「Berachain」、「DePIN」以及「模块化」讨论十分火热。这些关键词反映了参会者和市场对于 Web3 发展的关注点和兴趣领域。而在 2023 年的 ETHDenver 大会的焦点为钱包、L2 以及 ZK，可见趋势的转变之大。

ETHDenver 叙事

正如 Bankless 业务开发总监 shaaa.eth 总结 ETHDenver 热门叙事，主要涵盖：

1、在沟通中发现 Farcaster 和 Frames 提及最多，比如，帖子小费、Frames 支付、Frames 交易、Frames 游戏等。

2、空投和积分是项目冷启动的最佳解决方案， 90% 的项目有代币计划，并且很快就会发行代币；

3、重质押 Summer 是 ETHDenver 共识；

4、Berachain 周边活动是参加人数最多、炒作最多的活动。推荐阅读：《融资 4200 万、主网上线在即...「人满为患」的 Berachain 测试网深度参与指南》。

5、Base 也值得关注，试想一下，当 Coinbase 进入应用商店前 10 名时，这些用户接下来会去哪里？

我们可以感受到，重质押生态的发展超出了许多人的预期，而 EigenLayer 作为其中的佼佼者，正在通过创新的设计和技术实现引领这一趋势。EigenLayer 在 2 月下旬完成由 a16z 单家风投投资的 1 亿美元融资，本月初 EigenLayer 实现另一个里程碑，锁仓额（TVL）突破了 100 亿美元里程碑。

EigenLayer 团队成员 kydo.eth 也在 ETHDenver 活动中概述了 EigenLayer 的设计初衷和 Pooled security 框架以及 AVS（主动验证服务），这些 AVS 服务位于 EigenLayer 合约的外部。值得一提的是，本周 Rollup 聚合协议 Omni Network 还宣布与流动性质押协议 ether.fi 签署 6 亿美元的协议， ether.fi 将在委托协议中投入价值 6 亿美元的以太坊，以确保 Omni Network 的安全并增强整个 EigenLayer 生态系统的安全性。Omni 将 ether.fi 的流动性代币 eETH 列入白名单，并将选择 Ether.Fi 的节点运营商来运行其主动验证服务（AVS）。质押的以太坊将用于防止安全漏洞和资产脱钩。随着更多的项目和资本进入这一领域，我们可以期待看到更多的创新和突破。

Blur、Blast、EigenLayer、Puffer、Ethena 等越来越多的项目开始推出积分活动，作为吸引用户和提高用户活跃度的重要手段。不过，项目方在谨慎设计和管理积分方案的同时，用户也需要在良莠不齐的项目中理性甄别和参与。推荐收藏：精选《潜在空投汇总》。

Farcaster 在年初推出 Farcaster Frames 功能后，活跃用户大幅激增，月活用户数（MAU）首次超过 10 万人，证明了其在 Web3 社交领域中的创新性和吸引力。Farcaster Frames 功能与社交媒体嵌入类似，具有 Open Graph 标记的特殊属性的链接，可以显示图像和文本作为预览，还可以通过按钮促进交互元素，从而实现动态用户响应。推荐阅读：《兴起于 Farcaster 社区，meme 代币 DEGEN 如何实现有机增长？》。

除此之外，Farcaster 竞品 Lens 也在上月底进入「无需许可」阶段，允许所有用户创建链上个人资料并加入该平台。这无疑增加了平台的吸引力和用户基数。Farcaster 和 Lens 等项目的发展为 Web3 社交领域的发展带来了积极的信号。但 Web3 社交能否真正爆发，还需要时间来观察。

从 ETHDenver 参会感悟了解前沿趋势

关于参会感悟和总结，curvecap.lens 汇总了 21 位参会者的观点，Foresight News 选取了部分进行编译，以帮助大家更好地了解 ETHDenver 活动的氛围和主要关注点，以及感受活动中前沿趋势的碰撞。

Polygon DeFi 主管 Jack Melnick：我最喜欢探索一些新的领域，这些领域显然将成为本周期的主要主题，分别为原生收益、Rollup/L2、跨链消息 / 模块化互操作、PVP 游戏和新的 ponzinomics、面向消费者的产品以及新的 DeFi 应用。

IPOR Labs CEO Darren Camas：在主会场周围，从 L2 到 DAppchains 再到跨链基础设施的基础设施项目盛行，但缺少除 memecoin 投机之外还进行链上活动的用户。

Term Labs 联合创始人 Billy：除了价格上涨之外，主要主题是：创始人讨论成功的融资、 LP 希望更多地部署到 DeFi 领域、 EigenLayer 改变以太坊游戏规则、LRT、与 AVS 上线相关的风险、挖矿积分、Ethena 的成功将对永续资金费率会产生什么影响、Blast 启动、比特币 Ordinals 产生巨大变化，并且比特币通过 Layer 2 扩展有望变得更加多样化。

智能合约安全分析项目 Certora 合约验证者 Derek：我在这次活动上遇到的大多数想法都是合法的，创新范围从 ZK 证明和验证计算，到基于 Rollup 的可扩展性和互操作性，再到用于审计和形式验证的正式工具。

Kostiantyn Dmitriiev：2017 年代币化的品牌承诺是为了追求更好的流动性。今天我们发现事实并非如此。流动性虽有所改善，但还是不佳，现实世界中缺乏流动性的东西在链上仍然缺乏流动性。代币化实际上关乎效率、成本优化、速度、透明度和安全性。

@xxsvjstu：几乎所有主要 L1、L2、稳定币和借贷协议的 600 人都有代表参加。一个明显的收获是，有远见的人将稳定币和 RWA 视为关键的发展方向。

FlywheelDeFi 作者 Samuel McCulloch：今年的 ETHDenver 给我一种「沉闷」（Subdued）的感觉。尽管价格创下历史新高，但新的资金尚未像上一轮牛市那样大规模流入重大项目。我猜我们仍然对 FTX 的爆雷感到恐慌，并且美国的监管情况并没有改善。今年，DeFi 并不是主要的发展叙事，取而代之的是人工智能和重抵押。

哪些项目在 ETHDenver 期间亮相新产品和官宣合作关系？

除此之外，也有不少项目方在 ETHDenver 期间亮相新产品或者官宣合作关系。

Robinhood Crypto 总经理 Johann Kerbrat 在 ETHDenver 期间宣布 Robinhood 钱包宣布集成 Arbitrum，允许用户使用 Arbitrum 交换代币，以降低交易成本及加快交易速度。

StarkWare 在 ETHDenver 上宣布其正在构建名为 Stwo 的新加密证明器。团队表示，新证明器将带来更快的验证效率，从而减少延迟和交易费用。任何用户都可以运行该证明器，其代码库将供任何有兴趣尝试或实施基于 STARK 的系统的人使用。

Coinbase 宣布即将推出智能钱包和嵌入式钱包两种新的钱包解决方案。其中，智能钱包将是 Coinbase Wallet SDK 的补充，Coinbase Wallet SDK 是一个软件工具包，允许使用密钥在去中心化应用中立即创建钱包，无需助记词等复杂流程。该钱包建立在 Coinbase Layer 网络 Base 之上。嵌入式钱包将由「钱包即服务」（简称 WaaS）提供支持，即公司可以为自己的客户定制区块链钱包。

跨链消息平台 Wormhole 引入了原生代币转移（NTT）框架。NTT 引入了一个开放、灵活且可组合的框架，用于跨区块链转移原生代币，同时保留其内在属性。基于 NTT 构建的项目可以保留对其 Token 在每条链上的行为控制，包括可定制性、元数据和所有权 / 可升级性，使它们能够与任何类型的 Token 标准或治理系统集成。

Web3 开发者平台 Alchemy 推出嵌入式账户公开测试版，并在 ETHDenver 亮相。在 BASE、Royal 和 Alchemy 主办的周边活动音乐之夜中，DJ 和电子舞曲音乐制作人 3 LAU 和 Coopahtroopa 等人参加表演，粉丝只需使用 Face ID 或指纹扫描腕带即可领取 NFT。

值得一提的是，美国证券交易委员会委员 Hester Peirce 也在 ETHDenver 中的一场炉边谈话中对监管模糊性表示遗憾，其指出，「当前这里充满了乐观情绪，但是对于一个监管者现在坐在这里，我有点伤感。SEC 的角色不是告诉人们「加密货币好还是不好，而是应该让市场来决定。」Hester Peirce 传达了其对于加密货币和区块链行业的积极态度，但也暗示了监管机构在这一领域的存在所带来的一些限制和挑战。

来源：

https://twitter.com/shaaa256/status/ 1764351523637907817 https ://curve.substack.com/p/march-4-2024-ethdenver-recap

https://d1x7dwosqaosdj.cloudfront.net/images/2024-03-06/aa67f7a61b9c8f904670fc9ad42ddf7f

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