一览2024年值得关注的10大加密趋势与代表项目

Odaily星球日报Publicado em 2023-12-28Última atualização em 2023-12-28

Resumo

zk Rollup、Rollup 中间件、互操作性、比特币生态……

原文作者：Layergg

原文编译：Luffy，Foresight News

牛市的号角已经吹响，即将到来 2024 年，我们需要关注哪些赛道和项目呢？以下列出了明年值得关注的 10 个趋势和项目代表。

一览2024年值得关注的10大加密趋势与代表项目

zk Rollup

2022 年之前 Rollup 领域的争论主要集中在 Optimistic 和 zk Rollup 哪种技术更具优势。

但是，随着 EIP-4844 之后的 L2 成本降低以及一些大型项目的启动，之前平静的 L2 战争预计将重新全面爆发。关键在于 L2 能够如何构建其生态系统。

关注项目：zkSync、Starknet

一览2024年值得关注的10大加密趋势与代表项目

Rollup 中间件

EIP-4844 使 Rollup 的成本下降之后，Rollup 的普及才会真正开始。这个赛道包含以下细分领域：

  • Rollup 即服务

  • 共享排序

  • Rollup SDK

围绕几个主流 Rollup 项目，将会出现数百到数千个 AppRollups。

关注项目：Gelato Network、AltLayer、Espresso Systems

一览2024年值得关注的10大加密趋势与代表项目

互操作性

随着区块链数量的不断增加，跨链基础设施的需求将呈指数级增长。但它们还存在一些无问题：

  • 成本高

  • 黑客事件

  • 合成资产

  • 流动性分散

尽管现有的跨链桥存在各种问题，但新发布的跨链解决方案有望取得突破。

关注项目：LayerZero、Wormhole

一览2024年值得关注的10大加密趋势与代表项目

并行化 EVM

并行化 EVM 的优势在于：

  • 更快的出块时间

  • 更高的 TPS

  • 低费用

这项技术已经通过铭文压力测试得到验证，将对 DApp 开发人员产生强大的吸引力。

关注项目： Sei Network、Neon、Monad 

数据可用性 

数据可用性层对于区块链网络的可扩展性、安全性和效率至关重要。 它的特点和优势是：

  • 提高可扩展性 

  • 透明度和易于验证 

  • 与 L2 解决方案兼容 

  • 降低成本 

作为模块化叙述的核心，DA 层将被众多项目采用。

关注项目：Celestia、Avail、EigenLayer一览2024年值得关注的10大加密趋势与代表项目

比特币生态

比特币现货 ETF 很有可能在 2024 年第一季度推出。此外，随着 Inscription (BRC-20) 的发展，比特币生态系统仍将是 2024 年的重点关注领域。

而且，解放比特币 8300 亿美元流动性的努力还会继续下去。

 关注项目：Stack、Babylon

一览2024年值得关注的10大加密趋势与代表项目

去中心化机器学习

人工智能将继续在 2024 年的叙述中发挥核心作用，人工智能算力将成为主流领域之一。

随着人工智能的不断发展，预计市场将越来越多地将注意力转向数据挖掘，这是人工智能技术的一个基本方面。

关注项目：gensyn、Bittensor 一览2024年值得关注的10大加密趋势与代表项目

去中心化社交

大多数 SocialFi 尚未获得庞大的用户群。尽管如此，friend.tech 的故事是一个令人信服的例子，它证明了用户驱动的社交网络的无限潜力。

关注项目：friend.tech、Lens Protocol、Farcaster一览2024年值得关注的10大加密趋势与代表项目

分布式验证器技术

DVT 允许多个节点充当一个以太坊 PoS 验证器，从而提高安全性和去中心化。正如 Vitalik Buterin 警告的那样，主要的质押服务提供商目前面临着中心化问题。

这里的要点是，LSD 在未来几年将继续成为一个高增长行业，并且在此过程中自然会激发人们对 DVT 的兴趣。

关注项目：ssv network、Obol Network、diva一览2024年值得关注的10大加密趋势与代表项目

以太坊重新质押

「重新质押」是指在充当各种协议验证器的节点重新利用质押的以太坊或其他加密货币。

这里需要注意的一个关键点是 EigenLayer 的潜在收入。

以太坊质押年利率 (~ 5 %) + Eigenlayer 重新质押奖励 (~ 10 %) + LRT 协议代币发行 (~ 10 %) =潜在年利率

当以太坊进入牛市时，人们可能会更加关注重新质押协议的潜力。

关注项目：EigenLayer

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