“只有少数人可以生存”-银河数字在稀缺的区块空间中向比特币Layer-2发出警告

币界网Published on 2024-08-05Last updated on 2024-08-05

币界网报道：

加密货币投资公司Galaxy Digital发出警告，称比特币（BTC）第二层有可能失去资金。

在一篇新的研究文章中，这家加密货币公司表示，由于需求过大，比特币的区块（或存储和加密信息的文件）很拥挤。

据Galaxy Digital称，BTC二层项目可能不得不为纳入支付更多费用，从而推高了BTC转账的成本。

“鉴于比特币自2023年1月以来一直是完整的区块，随着像Rollups这样的新区块空间买家的引入，区块包含的竞争将加剧，这可能会将比特币交易费用推到新的高度，这可能使某些用户（特别是Rollups）在经济上负担不起交易费用。”

根据Galaxy Digital的模型，比特币第二层项目（也称为汇总）可能每年必须花费数百万美元才能争夺区块空间。

“对于我们的模型，我们假设Rollup的ZK证明和状态差异为每730个发布的区块（大约一个月）400KB。换句话说，我们预计Rollup将选择每小时左右（每6-8个区块）或每月730个区块“结算”到比特币…

如果平均费率上升到50 sats/vByte，每月费用将飙升至230万美元，相当于每年约2760万美元的成本。”

来源：银河数码

根据链上BTC数据跟踪器Mesmerdata的数据，目前，BTC网络上的交易成本约为2 sats/vByte。

据Galaxy Digital称，没有找到最小化成本方法的汇总项目可能会在破产的过程中耗尽其资金。

“虽然高成本可能不会迫使所有汇总远离比特币，但它们可能会创造一个只有少数人能够生存的环境……如果没有足够的汇总活动来证明向比特币发布数据的成本是合理的，项目就有可能仅仅为了发布数据而烧钱。”

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