快评Lumio:一种架于性能链VM之上的抽象layer会成为趋势?

币界网Published on 2024-07-23Last updated on 2024-07-23

币界网报道:

作者:Haotian 来源:X,@tmel0211

昨晚,首个基于VM执行层做抽象架构的项目@lumioFDN 宣布正式接入Solana,成了继Eclipse之后又一个架于Solana之上的项目。如何看待呢?简单快评一二:

1)Solana需不需要layer2的争议话题算是有了答案。理论上,无论Solana链愿不愿意,能基于SVM做执行层,同时又能为Solana带来生态项目和用户Transactions的项目,都可以被定义为Solana的layer2。

只不过,layer2的说法终究会成为过去,有能力直接在单一链执行层之上做抽象链的项目,并不会局限于要做XXX的layer2。因为它可以接入SVM、还能衔接MoveVM、同时又能直接具备并行EVM能力,这类统一抽象链会作为其他monolithic链的入口层,说它是谁得layer2似乎都可以。

2)Lumio算是新型统一抽象layer层新叙事方向的构建者之一,通过集成MoveVM、SolanaVM、并行EVM等执行层等等,要把高性能链的执行层优势给模块化共享出来。这么做一定会给一些高性能链力推的执行层优势带来压力。

但其实,单一高性能链在模块化和链抽象的叙事牵动下,叙事性势必会降弱,一些能更好解决跨链可交互操作性和入口层统一体验升级的抽象链会登上历史舞台。

3)事实上,被@0xPolygon 呼吁了许久的aggragation layer,还有基于ZK底层技术成为Cross-Chain统一流动性层的@ProjectZKM,以及业内在不遗余力倡导链抽象叙事的@ParticleNtwrk,都在引导一种叙事风向:

总体来看,单一链一家独大将逐渐淡化,甚至围绕单一链的扩展layer2、layer3也正在式微,一种可统一全链应用环境,提供更优体验、更便捷入口的抽象layer会成为接下来的叙事主打方向。

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