Loopring:在熊市里寻找下一个增长曲线

链茶馆Publicado em 2022-03-22Última atualização em 2022-03-22

Resumo

尽管跨链生态在崛起,但以太坊生态沉淀的开发者数量以及资金量,让Layer2赛道依旧有很大的想象空间。

尽管跨链生态在崛起,但以太坊生态沉淀的开发者数量以及资金量,让Layer2赛道依旧有很大的想象空间。

与Arbitrum、Optimism、Polygon等生态爆发的Layer2相比,作为专有Layer2的Loopring在过去一年来也实现了低调但飞速发展。

那么在2022年,Loopring在新任CEO Steve Guo的带领下,将会探索哪些可能性?

1.Layer2被认为是ETH 2.0到来之前最好的扩容解决方案,但现在新兴公链以及跨链生态也在崛起,你认为Layer2的竞争力在哪里?

与新兴公链相比,Layer2有优势也有劣势。

以前很多公链都声称自己是「以太坊杀手」,现在已经不提这个概念了,而是改成了成为以太坊的侧链。

一个明显的趋势是大家把以太坊做为承载资金结算的主链,把计算、存储等资源用一些技术手段offload出去。Layer2本质上是把计算和原始数据存储挪到了链下,而侧链则是将这两项挪到自己的链上。

这两种途径都有机会,适应不同的一些应用场景,比如交易我认为适合用Layer2来做,游戏相关的可能更适合侧链。

Layer2的优势是解决方案保证了最终的资产安全性,因为安全性是由Layer1(以太坊)来保证的。

但是对绝大多数用户来说,安全性可能是无感的,而能直观感知到的是Layer2的费用仍然偏高。Layer2进一步降低费用很大程度上取决于两个因素:其一是以太坊上calldata的Gas费用要降低;其二是Layer2上的交易TPS要足够高。

另外,Layer2分为专用和通用,专用Layer2能在某些特定的应用场景中做到极致,而通用Layer2则可以在上面进行二次开发。未来专用Layer2和通用Layer2会并存,我们路印也在研究跟进通用Layer2方向。

总的来说,目前Layer2距大规模爆发还有段时间,但作为第一步证明这个方向来说已经足够了。

2.去年2月份我们采访时Loopring还是3.6版本,那么经过一年时间的发展,在产品和生态上又取得了哪些里程碑式的进步?

我们在过去一年的发展还是很快速的,用户规模翻了近十倍(接近10万量级),总交易量高达45亿美元,TVL最高7.5亿美元,各个社交媒体上的粉丝总量也接近20万。

这一切的成绩都是建立在产品之上。我们的DEX是全球首个基于zkRollup的去中心化交易所,同时支持订单簿和AMM,交易费用远低于以太坊主网。

我们还有智能钱包产品,内置支持了路印的zkRollup方案,此外作为非托管钱包用户却还不用担心私钥丢失的问题,因为用户可以选择相信的人、机构或者硬件钱包作为钱包守护人。

去年我们还推出了「反事实钱包」的概念,让用户可以在不部署钱包合约的前提下就可以先行使用路印Layer2全功能,之后再决定要不要在以太坊主网上最终部署钱包专属的智能合约。这个方案很大程度上解决了智能钱包面临的用户初始onboard费用过高的问题。

当然还有很关键的一个因素就是我们去年直接打通了法币通道,用户可以通过信用卡和银行卡轻松地使用zkRollup。

除此之外我们还提供了一整套二层NFT的解决方案,包括开放式Mint,挂单交易和转账等场景,并和一些潜在的合作方在推进产品迭代。

3.正在空投的动态NFT头像Loophead,未来的应用场景都有哪些?

Loophead NFT是我们在2021年的年底提出来的,我们观察到当前流行的NFT图像基本是静态的,就设计了一种全新的动态图像机制,NFT的图像会和某个数字资产的当前价格相关。比如价格上涨图像看起来就是红红火火,价格下跌就进入冰雪世界,会让这些NFT更加栩栩如生。

整个2022年我们会分批铸造空投给我们的用户,每次铸造1000个。未来有可能会跟生态绑定,比如与用户的VIP等级绑定之类。

4.与其它Layer2相比,Loopring在生态建设上以交易所和钱包为核心,这是出于哪方面的考虑?

路印协议从2017年创建初始就是想做一个DEX,然后为了解决交易速度慢和费用高的问题,我们开发了基于zkRollup的技术方案,也就是大家目前所熟知的Layer2,再往后我们加入了NFT的支持。

我们做以太坊的智能钱包是经过一些思考的。除去技术的考量外,我们相信智能钱包是一种财富管理理念的回归。

多数人习惯了基于信任来管理财富,现在我们就是相信银行,相信国家背书的机构来管理我们的财富。有了区块链之后,很多极客倡导每个人都自己管理资产,可是多数人是没有知识经验,更没有信心来管理自己的资产。责任,或者说完全的控制权,是一把双刃剑。

路印智能钱包设计的核心理念是基于去中心化技术,把财富管理回归于信任这个基础,而非让每个人都学习区块链技术和一些专业术语。

路印钱包允许用户通过一个可信的关系网来管理资产,而这个关系网是用户自己有权利决定的。只要关系网中的多数人是可信诚实的,资产就会很安全。

我们想通过路印智能钱包降低用户进入区块链的门槛,给用户带来安全友好的交易体验,一切技术隐藏在背后才是真正好的技术,小白用户应该像使用美国Robinhood那样的炒股软件一样,想要交易、转账的话,点击一下就可以了。

5.除了交易所和NFT,Loopring在2022年还会在哪些方面重点布局?

第一个是做出二层NFT交易市场的一整套开源解决方案,让用户可以在Layer2上以极低的成本铸造自己的NFT,可以交易和转账,并且安全性是跟以太坊主网同等的。

第二个是在智能钱包方向坚持迭代,接下来我们会把智能钱包部署到更多的链和Layer2上,比如Arbitrum、Optimism、BNB Chain、Moonbeam等。

第三个还处于研究阶段,就是关于通用Layer2,但什么时候才能有开发结果不好说。不过熊市比较适合潜下心来做事。

6.随着市场可能到来的下行风险,衍生品开始受到关注,Loopring Exchange有衍生品的计划吗?

我可以很明确地说——不会做。

有杠杆就存在归零风险,我们出于平台安全考虑,不会去触碰这部分市场,虽然衍生品赛道本身很值得看好。

至于杠杆代币,虽然不会归零,但杠杆代币依赖于跟中心化交易所联动,所以整套机制都有很多不透明的地方,我们也不愿意去触碰。

7.作为Loopring的新任CEO,你认为Loopring未来的机遇与挑战可能是什么?

坦白来说,我接任CEO之后压力很大,主要是关于市值。

因为Loopring的规模已经不小了——市值超过10亿美金,这已经是传统独角兽的标准。而且现在又面临熊市,个体很难跟大势去抗争。

但反过来说,熊市反而是做事情的好时机,像我们目前的zkRollup方案和智能钱包就是在18和19年熊市期间开始规划的,我们在为下一个S增长曲线做准备。

现在需要做的就是不断迭代产品,然后不断累积用户,同时准备好流动性资金,这些都是下一个牛市来临时爆发的基础。

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Bem-vindo à HTX.com!Tornámos a compra de Loopring (LRC) simples e conveniente.Segue o nosso guia passo a passo para iniciar a tua jornada no mundo das criptos.Passo 1: cria a tua conta HTXUtiliza o teu e-mail ou número de telefone para te inscreveres numa conta gratuita na HTX.Desfruta de um processo de inscrição sem complicações e desbloqueia todas as funcionalidades.Obter a minha contaPasso 2: vai para Comprar Cripto e escolhe o teu método de pagamentoCartão de crédito/débito: usa o teu visa ou mastercard para comprar Loopring (LRC) instantaneamente.Saldo: usa os fundos da tua conta HTX para transacionar sem problemas.Terceiros: adicionamos métodos de pagamento populares, como Google Pay e Apple Pay, para aumentar a conveniência.P2P: transaciona diretamente com outros utilizadores na HTX.Mercado de balcão (OTC): oferecemos serviços personalizados e taxas de câmbio competitivas para os traders.Passo 3: armazena teu Loopring (LRC)Depois de comprar o teu Loopring (LRC), armazena-o na tua conta HTX.Alternativamente, podes enviá-lo para outro lugar através de transferência blockchain ou usá-lo para transacionar outras criptomoedas.Passo 4: transaciona Loopring (LRC)Transaciona facilmente Loopring (LRC) no mercado à vista da HTX.Acede simplesmente à tua conta, seleciona o teu par de trading, executa as tuas transações e monitoriza em tempo real.Oferecemos uma experiência de fácil utilização tanto para principiantes como para traders experientes.

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