EigenLayer 创始人激辩:ETH 将最终击败 SOL

链捕手Published on 2024-10-21Last updated on 2024-10-21

原文标题:ETH vs SOL

原文来源:Sreeram Kannan,EigenLayer 创始人

编译:xiaozou,金色财经

 

按:ETH 和 SOL 大战谁会是最终赢家?EigenLayer 创始人 Sreeram Kannan 两周前在 Crypto Research Day 2024 上与 Solana 基金会 Lily Liu 进行了辩论,Sreeram Kannan 认为是 ETH 将获胜。

EigenLayer 创始人 Sreeram Kannan 10 月 16 日发文总结了他与 Lily Liu 的辩论要点。金色财经 xiaozou 编译此文。

ETH 将获胜原因如下:

· ETH:嵌套协调 + 异步扩展

· SOL:快速,但完全复制模式限制了增长

· L2s:被视为弱点,实际上却是 ETH 的高超音速导弹

· 文化:ETH 价值>个人收益(这很重要!)

· 愿景:ETH =世界计算机,SOL =快速版纳斯达克

· 利弊权衡:ETH 建立信任,SOL 迭代迅速

先别急着下结论,还有更多内容……

1、核心论点:ETH L2 架构=嵌套协调机制

Self-enforcing(分叉:只有当区块是最终用户可验证时才可分叉)大约需要几天时间。Majoritarian(验证者完成一个块)需要几分钟。Committee(Eigenlayer 验证者委员会给出快速经济最终性)耗时 1 秒。Authoritarian(排序器给出即时确认)需要 10 秒。

结果就是,Instagram 规模的用户体验和比特币规模的自我验证!

2、ETH baseline?信任源于可预测性。

想象一下,500 个人为了最微小的更改而争吵。听起来像一场噩梦,对吧?但这就是 ETH 的优势。

ETH 建立了长期信任。你确定规则不会在一夜之间改变。

SOL 的情况如何?一个组织可以随时改变游戏规则。协议和应用程序之间的界限是模糊的。

3、SOL 的制约因素是什么?完全复制(与所有其他加密货币一样)。

每个节点都要下载全部数据系统吞吐量<单节点带宽节点越多,吞吐量就越大

这是一个可扩展性的死胡同。

ETH 给出的回答是什么?Danksharding。

n 个节点 * 10MB/s = n* 10MB/s 吞吐量更多的节点=更多的吞吐量对于 1M 验证者来说,我们谈论的是理论上的 TB/s。这并非笔误。

EigenDA 正在让这一切成真。就是现在。

L2:ETH 的秘密武器

即时确认(100ms)从 ETH 借用安全性现在是构建大多数应用程序的最佳场所

4、文化>策略

ETH 文化> SOL 策略。为什么?因为共同的价值观:抗审查、开放创新、可信中立。

这些不仅仅是时髦的空话。它们是信任的基础。

5、ETH 的愿景:世界计算机

不仅仅是更快的支付。我们讨论的是具有可靠承诺的应用程序。

想象一下,一个加密原生版 Facebook 承诺:「未经大多数用户同意,我们不会改变隐私政策。」

怎么做的?使计算在 ETH 上可验证。用户可以信任承诺。不再有 web2「要么接受要么离开」的最后通牒。这就是 ETH 世界计算机愿景的力量。

6、自我验证:ETH 的北极星

每个用户都应该验证完整系统。听起来很疯狂?也许吧。但这是真正去中心化的关键所在。这个约束条件最初限制了吞吐量。

rollup 破解了这个密码,改变了游戏规则:

保持自我验证吞吐量大幅提升用户验证证明,而不是所有数据

7、异步与同步可组合性

ETH:异步可组合性

SOL:同步可组合性

大多数现实世界里的应用都需要异步可组合性。想想 MMO 游戏。

8、资产入局和流动性

SOL:一个大型池

ETH:分布在 L2 上

SOL 看起来更简单。但有一个问题:单点故障。

ETH 可能看起来更加分散。

但事实并非如此。它是具有弹性的。

ETH =跨所有 L2 的可编程货币。

长期弹性>短期便利性。

9、生态系统发展:ETH 的优势

为什么我们要在 ETH 上开发 EigenLayer?很简单。为了可预测性。

你知道 ETH 的游戏规则。它们不会在一夜之间改变。ETH 链本身呢?它也不会偷走你的午餐。

当然,Solana 有速度方面的优势,但却有一个问题:一个组织可以吞并任何一个绝妙的想法。

协议和应用程序之间的界限在哪里?我和你一样,都搞不清楚。

ETH 是一个开放的游乐场。基于 L2 进行开发创新。你可以轻松入眠。

你的想法永远是你的想法。

结果呢?ETH 吸引了严肃的 builder 们。有远见的人聚在一起打着持久战。

10、ETH vs SOL 结果

SOL=短跑运动员

ETH=马拉松运动员

在加密货币领域,我们打的是持久战。

未来不是「速度或安全」的单选,而是「速度和安全」兼具。

ETH + EigenLayer 实现了这一点。

我们不只是基于 ETH 开发建设,我们正在快速推动它的发展。

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