Offchain Labs联创兼CEO Goldfelder:Arbitrum未来六大升级点 | FAT Awards 2024

Odaily星球日报Publicado em 2024-09-18Última atualização em 2024-09-18

Resumo

Arbitrum志在通过升级版EVM Stylus承接百万开发者,持续扩大开发者体验、采用率、DeFi和游戏首选、流动性和去中心化等优势。

Offchain Labs联创兼CEO Goldfelder:Arbitrum未来六大升级点 | FAT Awards 2024

9 月 16 日,「FAT Awards 2024 」年度盛典于在新加坡康莱德酒店盛大开幕。

「FAT」是 Odaily星球日报于 2020 年创办的榜单盛典+高峰论坛品牌,旨在嘉奖 Web3 和加密行业的领航者与创新者、聚焦价值范式与共识时刻。2024 ,值加密行业日新月异、叙事为主流世界认可之际,新鲜叙事涌动、生态百花齐放、优质项目接连上线,Odaily星球日报再次开启 FAT 榜单评选,并举办线下盛典。

活动上,Offchain Labs Co-Founder 兼 CEO Steven Goldfelder 以“专注于 Arbitrum 生态(Only on Arbitrum)”为主题发表演讲。

以下为 Steven Goldfelder 现场演讲全文,经Odaily星球日报编译精简,enjoy~

大家下午好,谢谢主持人,也谢谢主办方的邀请,目前有许多 Layer 2 或 Layer 3 链是基于不同的技术栈构建的,今天我想讨论一下是什么使得 Arbitrum 网络独具特色。

2018 年 Arbitrum 正式推出,实际上 Arbitrum 的理念可以追溯到十年前,当时提出构建一个 Layer 2 的 EVM 区块链是一种非常前沿的想法。如今,Arbitrum 已经成为该领域的创新先锋,并且这一做法已经被广泛采纳。在过去几年中,团队不断推动技术的前沿,始终保持创新的领先地位。

Arbitrum 正在进行一些颠覆性的创新,比如支持多 VM 的 Stylus,Stylus 支持 Rust、C 和 C++等 WASM 语言开发;这将允许任何带有 Stylus 的 Arbitrum 链支持 EVM 和 WASM VM,两者之间具有完全的互操作性。

要吸引下一个十亿用户,首先需要吸引下一个百万开发者。从开发者的分布来看,目前大约有 2 万名 Solidity 开发者, 300 万名 Rust 开发者,以及 1200 万名 C++ 开发者。放眼更广的视野,区块链社区的规模实际上较为有限,尤其是 EVM 的规模更为小众。而未来的百万开发者正是使用这些语言的技术人员。

如今,Arbitrum 的技术栈独具特色。虽然仍有许多开发者对 EVM 并不熟悉,但通过 Stylus,开发者无需深入学习 EVM,就能轻松使用 Stylus 将已有代码部署到链上。例如,针对加密库,用户可以通过 Stylus 直接将现成的库放到链上,无需花费多年时间重新编写。

Stylus 的出现让加密技术可以以极高性能直接在链上运行,这是 EVM 在 Arbitrum 上独有的功能。通过 Stylus 可以将链上代码的性能提升 10 倍。Stylus 不仅让开发体验变得极佳,也带来了巨大可扩展性,最终惠及用户。

Arbitrum 在开发者和用户体验方面都非常出色,其区块生成速度极快,最快可达 100 毫秒。随着生态系统的不断扩展,无论是 DeFi 还是游戏领域的用户都对速度有着极高的要求,而 Arbitrum 网络能够充分满足这一需求,提供用户体验。

Offchain Labs联创兼CEO Goldfelder:Arbitrum未来六大升级点 | FAT Awards 2024

此外,Arbitrum 的采用率也非常高。链上数据显示,Arbitrum TVL 超 130 亿美元,超 1800 万个地址曾与 Arbitrum 进行交互。同时,Arbitrum 还拥有极其庞大的原生应用生态,尤其是在游戏领域。最后值得一提的是,Arbitrum 拥有超过 47 亿美元的稳定币市值,这比其他 Layer 2 和许多 Layer 1 链都要高。

Offchain Labs联创兼CEO Goldfelder:Arbitrum未来六大升级点 | FAT Awards 2024

Arbitrum 也是一个去中心化项目,它赋予了 ArbitrumDAO 巨大的权力,所有决策都由链上的投票者来决定。与其他生态相比,ArbitrumDAO 赋予了用户更多的发言权,Stylus 就是一个典型的例子,用户可以在其中创造自己想要的技术。

Arbitrum Orbit 也是最具可定制性的技术栈,用户可以根据需求定制任何内容。比如,如果用户想要创建一个 USDC,你可以在 Arbitrum 生态中实现。目前,Arbitrum Orbit 生态系统中已经超 60 个项目,例如 AnimeChain、ApeChain 等。

Offchain Labs联创兼CEO Goldfelder:Arbitrum未来六大升级点 | FAT Awards 2024

接下来,Offchain Labs 为 Arbitrum 设计的技术蓝图的具体努力方向包括:支持多 VM 的 Stylus(已于 9 月 3 日上线主网),真正去中心化证明的 BoLD,节点表现升级,捕获 MEV 收入的 Timeboost,去中心化排序,去中心化 ZK 共识。当然,Arbitrum 未来的技术路线也都将由 ArbitrumDAO 的大家投票决定。

Arbitrum 的创新速度持续加快,作为支持 EVM 的最具创新性的链之一,它因 Stylus 的加入而更具独特性。Arbitrum 将继续在技术和社区创新的道路上保持领先。其主要优势在于用户可以灵活选择技术栈,且它是最强大的技术栈之一。这个实验彻底展现了 Arbitrum 技术栈的强大潜力。

Leituras Relacionadas

DeFi Has Reached Its Most Dangerous Moment: The Real Vulnerabilities Are Not in the Code

DeFi in Peril: The Real Vulnerability Isn't in the Code April 2026 marked a paradigm shift in DeFi security, with over $625 million lost across 30 incidents—the worst month in crypto history by event count. Crucially, none of the major exploits (Drift Protocol: $285M, KelpDAO: $292M, Wasabi Protocol: $4.5M) resulted from smart contract vulnerabilities. Instead, failures occurred in the operational "plumbing": social engineering to compromise multi-signature councils, a single-point-of-failure 1-of-1 bridge validator, and stolen admin private keys. These events expose a fundamental misalignment: the industry's security model has long focused on code audits, while the actual attack surface has shifted to privileged access points and off-chain infrastructure. The article introduces the term "OpenFi" to describe this reality: permissionless, on-chain, yet operationally dependent on trusted third parties (admins, validators, oracles) at key junctures. The KelpDAO exploit vividly demonstrated asymmetric "contagion risk." A configuration error in a smaller protocol triggered a panic, causing approximately $13.2 billion in outflows from larger, unaffected protocols like Aave within 48 hours, as users fled uncertain collateral. The core dilemma is the double-edged sword of centralization. Operational levers like emergency councils (e.g., Arbitrum freezing stolen funds post-KelpDAO) enable crisis response but also create catastrophic attack surfaces if compromised (e.g., Drift). The path forward demands radical honesty: protocols must clearly disclose their trust assumptions, operational levers, and failure modes. The industry must treat operational security (key management, configurations, incident response) with the same rigor as code security. Survival depends on building systems whose risks can be understood, priced, and insured, moving beyond the outdated "code is law" mantra to a mature model of disclosed and managed trust.

链捕手Há 8h

DeFi Has Reached Its Most Dangerous Moment: The Real Vulnerabilities Are Not in the Code

链捕手Há 8h

Vitalik's Article Emphasizes Ethereum Must Be 'Amazing', But Foundation Is Not the Center

Vitalik Buterin has published a lengthy response to recent community criticism directed at the Ethereum Foundation (EF). Acknowledging a sense of "unease," he addresses concerns about the EF's strategic direction, its perceived disconnect from ETH's price performance, and calls for its reduced central role. Vitalik rejects the notion that the EF should be the central governing body of Ethereum, framing it instead as one "node with a clear mandate" among many within the ecosystem. He highlights the EF's limited ETH holdings (≈0.16% of supply) compared to other blockchain foundations and states it will no longer sell significant amounts of ETH. Its future focus will be on long-term, critical projects that align with Ethereum's core values of censorship-resistance and decentralization, which might not otherwise happen. A core argument is that Ethereum must be "amazing," but not by merely chasing higher transaction speeds at the cost of decentralization. He proposes focusing on the "CROPS" dimensions: creating a Cryptographically provable, Reliable, Open, Private, and Secure network. This includes pursuing goals like a formally verifiable, bug-free Ethereum client and minimizing protocol-level reliance on intermediaries. The article concludes by noting that while Vitalik clarifies the EF's refocused role, he does not directly address community suggestions for creating a new organization explicitly aligned with ETH's economic interests. This "alignment gap" is presented as a key challenge for Ethereum's future.

链捕手Há 8h

Vitalik's Article Emphasizes Ethereum Must Be 'Amazing', But Foundation Is Not the Center

链捕手Há 8h

Galxe: How a Quest Platform Evolved into Web3's Growth Infrastructure

Galxe, once perceived as a simple Web3 quest platform, has evolved into a core growth infrastructure within the Web3 ecosystem. It addresses a fundamental Web3 growth dilemma: the lack of a mature, systematic user acquisition and retention system akin to Web2's advertising and analytics platforms. While users complete quests (social tasks, on-chain interactions) for rewards, Galxe's true innovation lies in transforming these fragmented, one-off actions into lasting, verifiable identity credentials. This process of *behavioral assetization* creates a persistent record of a user's activities across projects and chains. For users, their wallet accumulates a valuable history that can unlock future access and rewards, fostering a "profile-building" mentality. For projects, Galxe provides a pre-screened user pool with rich behavioral data, enabling targeted outreach to users based on their specific on-chain history and community engagement. Galxe employs a gamefied growth path, guiding users from low-friction social tasks into deeper, valuable on-chain interactions through a structured progression of quests. This solves the incentive-behavior mismatch common in Web3, filtering users by their willingness to engage. Beyond quests, products like Passport (identity verification) and Starboard (community analytics) position Galxe as a comprehensive growth operating system. The platform's defensible advantage is its self-reinforcing data and network flywheel: more projects attract more users, enriching behavioral data; richer data enables better user targeting, attracting more projects. Ultimately, Galxe is shifting Web3's growth logic from short-term "reward-driven" traffic towards a long-term "identity-driven" relationship model, where a user's accumulated on-chain履历 becomes a core asset.

marsbitHá 8h

Galxe: How a Quest Platform Evolved into Web3's Growth Infrastructure

marsbitHá 8h

Trading

Spot
Futuros
活动图片