以太坊的Layer2们，如何与非EVM巨头Solana竞争？

PanewsОпубликовано 2023-12-22Обновлено 2023-12-22

Введение

跟 Solana、Avax 的竞争的是 Arbitrum、Optimism、ZkSync 等 L2，而不是以太坊。

原文标题：《关于 L2 与 solana 竞争的简单想法》
原文作者：蓝狐笔记
Arbitrum、Optimism 以及 zkSync 等 L2 最大的问题在于，过于仿照以太坊 L1 的 Defi，以至于产生了路径依赖。但 L2 有它自身的特性，应该开辟适合更高性能需求应用的路径。市场对 L2 的最大需求不是一个影子以太坊 L2，而是全新的 L2 路线。
这些路线是高频应用，正如 Solana 在 Depin 上的努力一样，重复之前的路线没有爆发力，Solana 生态对这一点把握确实不错，当然这也于 Helium 和 Solana 的共同投资机构有一些关系，这一点大家可以自行调查。但最终还是新的尝试带来新的叙事，新叙事引爆市场。
接下来，Arbitrum 和 Optimism 以及 zkSync 们怎么跟 Solana 竞争？首先不要将重点放在复制以太坊 L1 Defi 上，这虽重要，但在终归不是破局之道。
最重要的是开辟新叙事。要重点在 Web3 游戏、AI 以及 Depin 等上寻找突破口。也期待开发者们不要制造旧轮子，努力开辟新战场，再不济大力发展 Depin 也是一条路径。
此外，Arbitrum、Optimsim 以及 zkSync 也需要把最宝贵经济支持（代币）向新赛道的项目和开发者倾斜。L2 生态在代币经济上有后发优势，完全可以设计出比之前公链更好的生态激励计划。@Arbitrum@Optimism@zkSync
Solana 的突破对于 Arbitrum、Optimism 以及 zkSync 来说是很好的示范，更多学习而不是看不起。
如果明年上半年坎昆升级之后，Arbitrum、Optimism 以及 zkSync 能在 Web3 游戏、AI 或 Depin 或其他领域上出现几个爆款应用，事情有机会产生新的变化。
Arbitrum、Optimism 以及 zkSync 等 L2 跟 Solana 真正的竞争会来明年下半年真正开启，谁将胜出在未来两年基本可以看出结果。周期很长，现在还没定论。
以太坊生态网络也应该感谢 BTC 和 Solana 上的创新突破，没有这种鲶鱼效应，以太坊网络过于安逸，这次 BTC 和 Solana 生态的刺激足以引起以太坊社区的重视，最重要的不是看不起/敌视，而是学习其他生态的破局之路，唯有如此，才能持续前行，以太坊在历史上经历多次 FUD，相信以太坊生态开发者和社区的韧性。
（以上所述，一家之言，不一定对，不能作为投资建议。）

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