为何 OP_CAT 在比特币上启用原生代币注定难以成功?

链捕手2024-09-12 tarihinde yayınlandı2024-09-12 tarihinde güncellendi

原文来源:Bob Bodily X 账号

作者:Bob Bodily

编译:善欧巴,金色财经

 

OP_CAT 将在比特币 L1 上启用原生代币,但你可能不会在意的原因:

1. 速度太慢

代币交易应该像光速一样快速,而不是像比特币那样慢吞吞的。使用 CAT 进行无需信任(或信任最小化)的桥接,并在 L2 上快速、廉价地交易代币。

2. 效率太低

从技术角度来看,在 CAT Caboose(提供智能合约数据的 UTXO)中维护代币状态是一个令人着迷的想法,但从实际角度来看是一个糟糕的想法。谁想要在 CAT Cabooses 中维持比特币 L1 的状态?

3. 限制太多

使用 CAT 和递归契约来编写智能合约非常痛苦。虽然 Rijndael 等团队在 Purrfect Vault、CATNIP、CatVM 等项目上取得了一定的进展,但在比特币 L1 上构建可编程应用仍然非常受限。更好的选择是去 L2 上做这件事。

4. 成本太高

在比特币 L1 上维护状态、完全未压缩的数据可用性(DA)、递归契约,以及所有交易都在比特币 L1 上进行,这意味着每个人都要承担高昂的交易费用。

我们不仅需要 CAT,我们还需要在 L2 上的可扩展性和可编程性。

目前(在过去的 12 小时内),已经有多个 CAT 代币实现:Taproot Wizard 团队的 CATNIP 和 Cat Protocol(CAT-20)。

  • 这些都暂时不能在比特币上运行。
  • 但它们可以在其他启用 CAT 的链上运行(如 Fractal 等)。

尽管这些 CAT 代币协议可能在 Fractal 或其他链上运行良好,但它们不是比特币!它们是独立的链、独立的工作量证明(PoW)、独立的代币。

而对于一个全新的链来说,我们不如将 Fractal 与 Solana 进行对比……所以我对这些 CAT 代币协议并没有太多期待。

未来,这些 CAT 代币协议会在比特币(通过 OP_CAT)上运行,但我认为这不是在比特币上实现代币的好方法:太慢、太低效、太受限且太贵。

最好是在一个去信任或最小信任的比特币 L2 上进行 DeFi。

希望你喜欢我对 CAT 代币的批判性、愤世嫉俗且怀疑的看法!

İlgili Okumalar

Huawei's "Tao Law": A Comprehensive Overview of Core Companies

Huawei's "Tau Law": Core Companies Overview On May 25, 2026, Huawei's Director and President of the Semiconductor Business Division, He Tingbo, formally introduced the "Tau (τ) Law" at ISCAS 2026, marking a significant principle guiding industry development in the global semiconductor field from China. The Tau Law shifts focus from traditional Moore's Law, which pursues geometric transistor scaling, to "time scaling"—continuously compressing signal propagation delay (time constant τ) without solely relying on extreme feature size reduction. The core implementation path is "logic folding." This technique transforms circuit layouts from two-dimensional planes to multi-layer 3D stacks, using short vertical interconnects to replace long horizontal wiring, thereby drastically reducing τ. Huawei has already designed and mass-produced 381 chips following this principle over the past six years, with plans to launch a Kirin chip utilizing logic folding in Fall 2026. By 2031, high-end chips based on the Tau Law are expected to achieve performance levels equivalent to a 1.4nm process node. This development impacts several key industry segments, with related Chinese companies poised to benefit: 1. **EDA Design Software**: Essential for circuit-level optimization. Key players include: * **Empyrean Technology** (Huada Jiutian): China's largest full-flow EDA provider. * **Primarius Technologies** (Gailun Dianzi): Specializes in device modeling and verification. * **Semitronix** (Guangliwei): Focuses on yield enhancement and test chip EDA. 2. **Chiplet & Advanced Packaging**: Logic folding's 3D stacking necessitates advanced packaging (e.g., TSV, hybrid bonding). Core participants are: * **Tongfu Microelectronics**: A leader in advanced packaging and a key partner for AMD's Chiplet products. * **JCET Group** (Changdian Keji) & **Tianshui Huatian Technology**: Major OSATs with advanced packaging capabilities. * **VeriSilicon** (Xinyuan Gufen): Provides Chiplet-based design platforms and IP. 3. **Foundry Manufacturing**: Optimization must be implemented in transistor structures and process parameters. Potential foundries for Huawei's future chips include: * **SMIC**: China's leading foundry with advanced FinFET capabilities, the most likely candidate for next-gen Kirin chips. * **Hua Hong Semiconductor** (Huahong Gongsi): A leader in specialty processes (power, embedded memory). * **Nexchip Semiconductor** (Jinghe Jicheng): Major foundry for display driver ICs and MCUs. The Tau Law represents a strategic move towards architectural innovation and design-process co-optimization, driving demand across the domestic semiconductor supply chain.

marsbit24 dk önce

Huawei's "Tao Law": A Comprehensive Overview of Core Companies

marsbit24 dk önce

TechFlow Intelligence Report: Huawei Unveils "Tao" Law, Semiconductor Sector Surges; Meta Cuts 10% of Workforce

"TechFlow Intelligence Brief": Huawei's new "Tau Law" in semiconductors and Meta's 10% layoffs headline today's tech landscape. In AI, breakthroughs include an AI solving 9 high-difficulty pure math problems for just a few hundred dollars each, and DeepSeek's new Reasonix programming agent challenging commercial models. However, research highlights a "constraint decay" issue in LLM-generated backend code. Open-source model Qwen 3.6 27B achieves high speeds on older GPUs, sparking debate on NVIDIA's future dominance. In Crypto/Web3, Ethereum Foundation plans to downsize, possibly reducing ETH selling pressure. Fake news about CZ ignited a meme coin frenzy, showing the market's sensitivity to celebrity narratives. DeFi sees a new trend in HELOC-backed Real World Asset (RWA) pools. The chip sector is stirred by Huawei's proposed "Tau (τ) Law," aiming for 1.4nm-equivalent performance by 2031 through architectural innovation, causing related stocks to surge. A report notes memory now constitutes nearly two-thirds of AI chip cost. Meanwhile, executives at 7 Chinese semiconductor firms sold shares after price peaks. Meta announces 10% layoffs as it pivots to AI. Google's CEO faced student protests over AI ethics during a speech, and the company controversially published a Chromium exploit before patching was complete. Xiaomi permanently banned installers for AC installation fraud. In US stocks, AMD is seen as a potential challenger to NVIDIA, while a survey reveals 99% of CEOs expect AI-driven layoffs within two years. Palantir secured a government contract for employee monitoring, raising privacy concerns. Macro developments include a 6% drop in WTI crude oil on hopes for reopened Hormuz Strait, and silver prices rising over 4%. Global oil inventories are nearing critical lows. New trends highlight a "audio prompt injection" attack targeting AI voice assistants via hidden commands, and CBS pausing takedowns of pirated Stephen Colbert episodes after public pushback. The underlying narrative connects AI's cost-effective problem-solving, widespread planned job displacement, and Huawei's challenge to Western tech hegemony, framing the AI and chip race as a broader contest over employment, geopolitics, and the very definition of intelligence.

marsbit1 saat önce

TechFlow Intelligence Report: Huawei Unveils "Tao" Law, Semiconductor Sector Surges; Meta Cuts 10% of Workforce

marsbit1 saat önce

İşlemler

Spot
Futures

Popüler Makaleler

OP Nasıl Satın Alınır

HTX.com’a hoş geldiniz! Optimism (OP) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında Optimism (OP) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: Optimism (OP) Varlıklarınızı SaklayınOptimism (OP) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: Optimism (OP) Varlıklarınızla İşlem YapınHTX'in spot piyasasında Optimism (OP) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

333 Toplam GörüntülenmeYayınlanma 2024.12.12Güncellenme 2025.03.21

OP Nasıl Satın Alınır

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların OP (OP) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

活动图片