以太坊合并后,哪些应用可能成为游戏规则改变者?

DeFi之道2022-04-01 tarihinde yayınlandı2022-04-01 tarihinde güncellendi

Özet

过渡到权益证明 的以太坊网络将发生根本性变化。

这篇文章的主题适用于那些喜欢「超前思考」的人。
以太坊正在发生变化,而且变化很快。随着我们过渡到权益证明(PoS),明年将给以太坊网络带来根本性的变化。
这里有一些需要注意的事情……
最近讨论 ETH 2.0 的内容非常多。在这个帖子中,我将特别关注那些可能改变游戏规则的项目。前提是,只有 ETH 2.0 及其引入的升级才能使事情成为可能。
1. 质押池
以太坊合并后,网络上的质押者将开始收到代币释放和交易费用。验证者资格需要 32 ETH 来质押才能获得。然而,「质押池」模式让多个小用户聚集在一起成为验证者并分配奖励。
像 Lido Finance + Rocket Pool 这样的服务必将受到关注。

质押

2. 质押衍生品
质押衍生品通常是代表被质押的 ETH 的 ERC-20 代币。
与通常质押的 ETH 不同,质押衍生品让质押的 ETH 可以像任何其他 ERC-20 代币一样在 DeFi 中使用。
最安全的 + 流动性的结合将吸收数百亿的价值。

质押

3. stETH 策略
现在我们已经介绍了代币化质押 ETH,其实还有其他的用例。
stETH 的需求量很大。最高收益生成协议将从试图最大化收益的用户那里获得回报。
收益策略 + stETH 是一个美味的组合。

质押

质押

4. 跨 Rollup 架构
跨链的东西很酷,但是跨 rollup 工具呢?这是人们没有足够密切关注的东西。弥合 Optimistic Rollup 和 zkrollup 之间沟壑的 dApp 将会有一个美好的未来。
例如,Hop Protocol

质押

5. 中继服务
Rollups 使用了 calldata。Calldata 很昂贵,以太坊网络上最昂贵的操作之一是写入存储。对于像 Arbitrum & Optimism 这样的 Rollup,支持捆绑 txs 的机器人网络将非常有助于降低成本。
例如,GnosisDAO + Argent
6. zkProofs
这不仅是 ETH 2.0 的季节,而且是 zkproof 的季节。这是多年研究的结果。zkproof 技术可以将 ETH 扩展到难以置信的水平。这些 dApp 已经上线并将帮助数十亿用户使用 ETH
例如,zkSync,路印

质押

7. 流媒体 / 支付
Layer 2 的扩展将为 L2 本地 dApps 的真正增长奠定基础。这就是像流媒体这样的东西将真正大放异彩的地方。一旦它们被进一步采用,用户将涌向这些具有无与伦比的 UX 的解决方案。
例如,Sablier + Splits

质押

8. 多链治理
代币不是投票的最佳选择,因为它们:

  • 受链安全风险限制
  • 不利于参与

竞争正在为跨链 DAO 工具建立下一个行业标准。有很多独特的方法实现这一点。
例如,Guild

质押

9. 隐私
提到 zkproof,就不能不提到隐私,对吧?我们的隐私对我们来说应该是最重要的。zkproofs 可以在不泄露底层信息的情况下对任意功能进行零知识验证。这是非常重要的。

质押

10. 反事实(Counterfactual)钱包
反事实钱包将使用户能够直接使用 ETH 到 L2,同时避免初始 L1 存款的高 gas 成本这项技术将被顶级 CEX 和 DeFi 协议用于带来大量新用户
例如,路印

质押

11. 跨链账户
许多权益证明区块链一直在悄悄致力于跨链的未来。跨链账户将允许不同的区块链轻松与 ETH 上的所有智能合约进行交互。这将有助于释放数十亿的资金……
例如,Cosmos

质押

回到基本面?
我在这个帖子中描述的所有内容可能是我们下一次趋势所需的火花。如果它们相应地发挥作用,这将为 ETH 带来令人耳目一新的新篇章。
这些不是你想要忽略的事情。

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