分析:以太坊合并将改变企业看待以太坊的方式

Cointelegraph中文Publicado a 2022-09-11Actualizado a 2022-09-11

Resumen

行业专家解释了以太坊合并将如何影响企业对商业用例的采用。

以太坊企业联盟(EEA)最近的一份报告强调,以太坊生态系统已经成熟到企业可以用来解决现实世界的问题。从供应链管理用例到Visa和PayPal等公司使用的支付解决方案,该报告说明了以太坊网络如何发展成为最有价值的公共区块链之一。

尽管值得注意,但EEA报告也指出,以太坊生态系统的快速增长为企业带来了许多挑战,特别是在能源消耗、可扩展性和隐私方面。例如,该文件指出,“与交易费用一样,可持续性被视为与使用以太坊主网有关的主要问题之一。”该报告进一步解释说,与以太坊等公共区块链相关的透明度一直是企业寻求数据安全和信任的障碍。

因此,分片和layer-2(L2)扩容解决方案等升级对于使用以太坊网络的企业仍然至关重要。然而,这种实施背后的复杂性仍然让企业难以驾驭。例如,EEA报告指出,“许多L2解决方案和侧链都是相对较新的项目,采用了相对较新的技术。他们不一定有跟踪记录或主网的安全性和稳定性。”

合并将改变企业对以太坊的看法

然而,行业专家预测,定于9月14日左右进行的以太坊合并可能会提高企业的采用率。安永全球区块链负责人Paul Brody告诉Cointelegraph,虽然合并不会影响目前正在使用的大多数企业用例,但它将改变企业对以太坊的看法。他说:

“多年来,相互竞争的L1网络一直在谈论以太坊如何无法完成合并。以太坊令人难以置信的组织成熟度一直在后台以谨慎和专业的方式很好地运作。作为一家企业,这正是我希望看到的组织成熟。”

尽管合并已经开发了好几年,但Brody解释说,对关键任务基础设施的升级绝不应该仓促。因此,他认为这仍将是使用以太坊网络的企业的一个关键点。他说:“我认为,在后合并时代,未来否定以太坊的努力不会持续太久。”

虽然现在判断企业对合并的反应还为时过早,但Allianz Technology首席架构师兼区块链全球负责人Robert Crozier告诉Cointelegraph,他的公司将监测以太坊合并的进展,看看它如何使某些用例趋于稳定。

这是值得注意的,正如Crozier分享的那样,Allianz只考虑了以太坊和基于以太坊的用例,用于小规模的实验目的。这家保险巨头目前使用Hyperledger Fabric和去中心化账本平台Corda来简化整个欧洲的跨境汽车保险索赔流程。Crozier补充道:

“在Allianz,我们的国际汽车索赔结算产品的核心是使用了Hyperledger Fabric。我们需要认识到并相信,像以太坊这样的其他协议在易用性、可扩展性和最终性方面也会带来类似的好处。”

考虑到这些好处,Brody解释说,合并最终将为企业带来更好的可扩展性和隐私性。“我认为我们正在进入企业应用的新时代。随着可扩展性和隐私性的成熟,未来将有可能全面解决企业流程需求。”

对此,ConsenSys去中心化金融市场高级策略师Ivan Brakrac告诉Cointelegraph,尽管合并不会直接提高可扩展性,但以太坊计划中的一系列升级将在未来几年解决可扩展性问题。

例如,Brakrac解释说,将以太坊网络从工作量证明(PoW)过渡到权益证明(PoS)是实现“分片链”的第一步。正如Cointelegraph此前报道的那样,分片是将数据库(在这里是指区块链)分为多条较小的链(称为分片)。

“这将减少网络拥堵,提高交易吞吐量,”Brakrac说。这是采用的关键,正如Brody所分享的那样,安永的企业客户在查看供应链应用程序时,每天需要支持200-2000万笔交易。他说:“合并前的以太坊无法满足这种需求。

在隐私方面,ConsenSys于9月5日发布了一份报告,题为“合并对机构的影响”,其中提到L2解决方案也可以解决企业的隐私问题。L2的增加将为商业用例解锁更强大的隐私机制。

例如,Brody解释说,安永开发了一个零知识证明L2扩展解决方案,称为Nightfall,用来处理以太坊gas限制并保持低费用。Brody表示,多个强大的L2网络将为可能需要更多gas费用和更大交易的企业提供不同的选择。他说:

“隐私性开始为企业用户解锁一套更大的用例。例如,我可以为每个库存铸造一个代币,而不是铸造一个代表一批产品并提供原产地信息的代币,然后我可以通过以太坊上的一个多公司网络管理特定的供应链库存。”

除了可扩展性和隐私,一旦合并实现,可持续性问题也将得到解决。据Brakrac称,以太坊目前使用了过量的电力,并指出合并将减少99%的能源使用。“从长远来看,这将使以太坊非常可持续。通过设计,这进一步保护了网络,解决了环境问题,从机构采用的角度来看,这是一个净积极因素。”他说。

事实上,行业专家认为,合并所涉及的可持续发展工作对企业采用至关重要。EEA执行董事Dan Burnett告诉Cointelegraph,虽然L2和侧链在可持续性问题上起到了缓解作用,但由于环境上的不可持续性,具有环境、社会和治理目标的大型组织往往不愿在以太坊上构建解决方案。然而,他指出,随着这些问题得到解决,合并可能会使以太坊商业生态系统实现飞跃发展。

微软区块链的联合创始人Yorke Rhodes III进一步告诉Cointelegraph,对于微软等非常注重环境影响的企业来说,合并将消除它们的一个主要担忧。

“这消除了企业在评估是否要在以太坊主网上构建解决方案时提出的关键论点之一,"他说。对于Rhodes的观点,Crozier提到,转向更环保的权益证明机制意味着一些企业,比如Allianz,将重新审视以太坊。

效果并非立竿见影

综上所述,由于以太坊网络的发展,合并可能会提升企业对以太坊的兴趣。此外,Rhodes认为,消除对可持续性的关键批评将鼓励更多企业转向以太坊主网,即使只是作为安全的基础层。他说:“作为实现以太坊愿景的关键一步,以太坊合并为企业早日进行更密切的审查奠定了基础。”

然而,需要指出的是,合并承诺的好处不会立即显现。据Brody称,在合并之后,至少需要12-24个月的时间,才能建立支持隐私的用例。他说:

“我希望在今年年底前看到试点,但反馈回路和基础设施的成熟需要时间。与消费者应用不同的是,企业买家对第一次试用就不起作用的产品没有耐心,也不愿意尝试。企业用户通常都比较保守,所以这个周期会比消费者用户要长。”

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