以太坊基金会:用”lean Ethereum”定义下个十年

比推Published on 2025-07-31Last updated on 2025-07-31

来源:以太坊基金会

作者:Justin Drake

原标题:lean Ethereum

发布日期:2025年7月31日


image.png

昨日是以太坊诞生十周年。今天,我们正式提出"精益以太坊"(lean Ethereum)愿景——这也是我个人对未来十年的使命宣言。

我们正站在新时代的黎明。百万级TPS(每秒交易量)、量子计算威胁…以太坊如何在追求极致性能的同时,坚守安全与去中心化的底线?

核心答案在于:下一代密码学技术将成为攻守兼备的关键武器。

免责声明:本文为Drake个人观点,面向广大读者。后续将发布关于基于哈希的后量子签名和SNARKs的技术深度解析。我们期待并欢迎协议层、以太坊基金会及社区成员提出多元观点,这只会让我们更强大。

防御模式——堡垒形态

以太坊是独特的。自创世区块以来保持100%正常运行时间,拥有无可匹敌的客户端多样性,以及1300亿美元的经济安全性(3570万枚质押ETH×3700美元单价)——或许很快将达到1万亿美元。

以太坊正成为价值互联网的基石,未来将守护数百万亿美元的资产数十年甚至数百年。它必须能抵御任何威胁:民族国家攻击、量子计算机…我们称之为堡垒形态。只要互联网存在,以太坊就存在。当世界在线时,世界就在链上。

进攻模式——野兽形态

以太坊充满野心。"扩展L1,扩展数据块"已成为以太坊基金会协议组的战略重点。未来6-12个月将实现唾手可得的性能提升。

长期目标?L1达到千兆gas/秒,L2达到万亿gas/秒。我们称之为野兽形态。

- L1千兆gas/秒:1万TPS,垂直扩展的雄心

- L2万亿gas/秒:100万TPS,水平扩展的宏图

扩展性与去中心化不可兼得?未必。我们已掌握关键数学工具:

- 实时zkVMs实现精益执行

- 数据可用性采样(DAS)实现精益数据

更妙的是:全链验证可在任意浏览器、钱包和手机上完成。

精益升级

精益以太坊提案涵盖L1三大子层的全面升级:

1. lean共识(信标链2.0):强化安全与去中心化,实现秒级最终确认(曾用名"光束链")

2. lean数据(数据块2.0):后量子数据块,支持精细化数据块尺寸,提供类calldata的开发体验

3. lean执行(EVM2.0):极简且SNARK友好的指令集(可能采用RISC-V架构),在保持EVM兼容性和网络效应的同时提升性能

共识层(CL)、数据层(DL)、执行层(EL)均经过第一性原理重构,共同实现堡垒形态与野兽形态。目标是在确保不可妥协的连续性、极致安全性和极致简洁性的前提下,实现性能的指数级提升。

精益密码学

基于哈希的密码学正成为精益以太坊的理想基础,它为两大趋势提供了统一解决方案:

  • SNARK技术的爆发式增长

  • 量子计算的迫近威胁

想象用最精简的密码学构件——哈希函数——独自支撑整个L1:

- CL:哈希聚合签名升级BLS签名

- DL:哈希DAS承诺升级KZG承诺

- EL:哈希实时zkVMs升级EVM重执行

精益CL、精益DL、精益EL各有一颗密码学明珠。

精益工艺

精益以太坊不仅是强化与扩展以太坊的蓝图。它超越了安全加固、去中心化和尖端密码学的范畴,成为一种美学追求、艺术形式和工艺标准。就像《寿司之神》中小野二郎的匠人精神——能多走一里路,绝不少走一步。

极简主义、模块化、封装复杂度、形式化验证、可证明安全性、可证明最优性…这些微妙而重要的技术考量将在后续关于后量子密码学的文章中详细阐述。

精益传承

经过辉煌的十年,精益以太坊是一代人的誓言:确保以太坊在任何情况下永续运行;实现无妥协的扩展;让它配得上未来的使用者。

这关乎传承。我们是建设者,是传道者,我们就是以太坊。

期待您的加入:

[email protected]

leanroadmap.org


Twitter:https://twitter.com/BitpushNewsCN

比推 TG 交流群:https://t.me/BitPushCommunity

比推 TG 订阅: https://t.me/bitpush

说明: 比推所有文章只代表作者观点,不构成投资建议

Trending Cryptos

Related Reads

Shanghai's $10 Billion Unicorn Is About to Go Public

Shanghai-based automotive-grade millimeter-wave radar chip unicorn Calterah Microelectronics Technology (Shanghai) Co., Ltd. has filed for an IPO on Shanghai's STAR Market, aiming to raise 3.49 billion yuan. Founded in 2014 by Chen Jiashu, a UC Berkeley PhD graduate, and his professor Ali Niknejad, Calterah pioneered CMOS technology for 77GHz radar chips, breaking the decades-long monopoly of international giants like Texas Instruments. Its low-cost, highly integrated solutions enabled millimeter-wave radar to move from luxury to mass-market vehicles. By 2025, Calterah captured a 31.1% share in China's automotive millimeter-wave radar chip market (second domestically, fourth globally), with cumulative shipments exceeding 30 million units. Its client list includes BYD, Geely, Nio, and Volvo. The company has undergone 11 funding rounds, attracting high-profile investors such as the National Integrated Circuit Industry Investment Fund Phase II, China Capital Management, and GD Capital. Its valuation has reached tens of billions of yuan, with a projected post-IPO valuation of approximately 14 billion yuan. Despite rapid revenue growth—increasing from 206 million yuan in 2023 to 632 million yuan in 2025 with a 75.28% CAGR—Calterah remains unprofitable. It reported net losses of 323 million yuan, 334 million yuan, and 193 million yuan from 2023 to 2025, accumulating over 900 million yuan in losses over three and a half years. These losses are primarily attributed to heavy R&D investment, which totaled over 1.039 billion yuan in the reporting period, often exceeding annual revenue. The company faces significant risks, including high customer concentration (its top five customers accounted for over 99% of revenue from 2023-2025, with BYD alone representing over 50% in 2025) and supply chain concentration. Revenue pressure from key customers and dependencies on overseas suppliers for EDA tools and IP pose challenges to sustainable growth. The IPO is seen as crucial for securing capital to expand production, diversify its customer base, and reduce supply chain dependencies.

marsbit24m ago

Shanghai's $10 Billion Unicorn Is About to Go Public

marsbit24m ago

Ray Dalio's Latest Macro Analysis Full Text: Buy More Gold, Add Some Bitcoin

In his latest macro analysis, Ray Dalio applies his framework from "How Countries Go Broke: The Big Cycle" to the current global debt environment. He highlights recent events like Japan selling U.S. Treasuries and rising U.S. long-term yields as signs of an unsustainable debt dynamic. Dalio explains that excessive government debt leads to either unacceptably high interest rates, severe economic downturns, or significant currency debasement through central bank money printing. He summarizes the U.S. fiscal situation: with $5.5 trillion in revenue, $7.5 trillion in spending, a $2 trillion deficit, and total debt at six times annual revenue, debt servicing costs are immense. Without correction, U.S. debt could reach $55-$60 trillion in a decade. Dalio proposes a "3% Three-Way" solution: reducing the budget deficit to 3% of GDP through balanced spending cuts, tax increases, and interest rate reductions to avoid a traumatic adjustment. In response to FAQs, he argues that the risk of a U.S. debt crisis is high and could materialize within a few years if the current path continues. He dismisses the notion that the dollar's reserve status makes the U.S. immune, citing historical precedents of reserve currency declines. He is also unconvinced by Japan's high-debt stability, noting poor returns for yen-denominated assets. For investors, Dalio recommends diversifying globally, underweighting bonds, and overweighting assets like gold and a small allocation to Bitcoin (around 10-15% to gold) to hedge against currency debasement and poor debt returns.

marsbit1h ago

Ray Dalio's Latest Macro Analysis Full Text: Buy More Gold, Add Some Bitcoin

marsbit1h ago

Stripe’s 16-Year Chronicle: From 7 Lines of Code to a $100 Billion Valuation

Stripe's 16-year journey began with a simple promise: "7 lines of code to accept payments." Founded by Patrick and John Collison, the company started by hiding the complexity of bank integrations and merchant accounts behind a clean API, initially targeting developers at startups. This early focus on user experience and technical simplicity fueled rapid adoption. A key early milestone was establishing vital bank partnerships, a challenge overcome by hiring Billy Alvarado, who brought crucial institutional relationship skills. From this foundation, Stripe systematically expanded its product boundaries. It launched Connect for platform payments, Atlas for company formation, Radar for fraud prevention, and Billing for subscriptions. This transformed Stripe from a payment processor into a broader financial infrastructure suite for internet businesses. The COVID-19 pandemic accelerated growth but also led to over-hiring. A 14% layoff in 2022 marked a period of organizational correction. Subsequently, Stripe shifted its growth strategy towards strategic acquisitions to enter new domains quickly. It acquired Bridge (stablecoin infrastructure), Privy (wallet infrastructure), Metronome (usage-based billing), and agreed to buy OpenRouter (AI model routing). These moves signal Stripe's ambition to build a "programmable money system" for the emerging AI and agent-based economy, managing not just currency flows but also the measurement and pricing of computational resources like AI tokens. Internally, Stripe leverages AI agents (like "Minions") to boost engineering productivity. Despite scaling to nearly 8,000 employees and processing $1.9 trillion in payment volume annually, the company remains private. A recent employee tender offer valued it at $159 billion. The core question for Stripe's future is whether it can successfully integrate its expanding product matrix—spanning payments, crypto, and AI infrastructure—into a cohesive platform, positioning itself as the foundational economic layer for autonomous software agents.

marsbit1h ago

Stripe’s 16-Year Chronicle: From 7 Lines of Code to a $100 Billion Valuation

marsbit1h ago

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

US Treasury Secretary Besant's efforts to lower long-term Treasury yields by announcing expanded buybacks had only a brief market impact. However, this move fueled a "currency devaluation trade," weakening the US dollar while boosting both gold (to a three-month high) and Bitcoin (up over 25% for the week). Analysts attribute this reaction to deepening market concerns over the massive US fiscal deficit and structural pressures keeping long-term rates elevated, including fierce competition for capital from global government borrowing and massive AI sector financing. Despite the Treasury's actions, fundamental forces like growth, inflation, and capital demand are seen as limiting its ability to sustainably suppress yields. Bitcoin's strong positive correlation with gold has reinforced its narrative as a hedge against devaluation. While equity markets have shown resilience, some strategists warn that Treasury yields nearing 5% increase pressure on the dollar and high-leverage assets. Figures like Ray Dalio have advised reducing bond exposure in favor of gold and some Bitcoin, citing US debt risks. Market opinions are divided on the sustainability of the devaluation trade, with some noting the lack of a near-term catalyst for its next leg higher. The underlying tension between the Treasury's desire for lower borrowing costs and the Federal Reserve's focus on inflation and reducing market intervention remains a key theme. Upcoming events like Nvidia's earnings and the Jackson Hole symposium will test whether AI profits can continue supporting stocks and if the Fed aligns more with Washington's preference for easier financial conditions.

华尔街日报3h ago

Treasury Secretary's Move to Suppress Treasury Yields Ignites 'Currency Debasement Trade'! Gold Hits Three-Month High, Bitcoin Surges Over 25% in a Single Week

华尔街日报3h ago

Trading

Spot

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片