为何 OP_CAT 在比特币上启用原生代币注定难以成功?

链捕手Publicado em 2024-09-12Última atualização em 2024-09-12

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!

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