Axelar(AXL)和Wormhole通过Lido温度检查投票,将提供stETH跨链BNB Chain服务

Odaily星球日报Опубліковано о 2024-01-29Востаннє оновлено о 2024-01-29

Анотація

跨链桥最初仅支持BNB Chain,后续可能扩展至其他EVM链。

2023 年 10 月,LayerZero 建立了面向 Lido 所发行的 stETH 的跨链桥,允许将其跨链至 BNB Chain 和 Avalanche。

LayerZero 曾向治理组织 Lido DAO 寻求批准,但在该组织正式批准之前就部署了该跨链桥。技术上而言这并不违规,而这种做法也并非完全前所未见——Lido 曾建立了各种跨链桥,并非所有跨链桥都等到社区投票后才启动。但 Lido DAO 部分社区成员认为 LayerZero 营销方式不当,他们认为 LayerZero 试图在没有 DAO 批准的情况下冒充官方 Lido 合作伙伴。一名成员在 Lido DAO 治理论坛上发文表示:“宣布未定事件,是对 DAO 的不尊重,也是一种明显的不严肃的体现。”

当时一封由一系列加密基础设施提供商签署的声明表示,LayerZero 在不当利用先发优势,以在竞争对手之前“锁定”用户。Lido 战略顾问 Hasu 在 Lido DAO 论坛上表示:“通过单方面部署跨链桥并以官方方式营销,似乎是在向 DAO 施加压力,以避免流动性碎片化。通过这样的营销吸引用户,使得其他的跨链桥提案受限,并且让 DAO、Lido 质押者和参与链陷入了困境。”

随着越来越多的区块链诞生,跨链“互操作性”变得至关重要,跨链桥是跨链互操作性正常运作所需的关键基础设施。但是这些服务也容易出现问题,这就是为什么协议对它们授予认可的地方如此重要的原因。

Lido 的对 stETH 的认可被视为互操作性提供商的重要标志,根据 DeFi Llama 的数据,其 TVL 达 208 亿美元,在 DeFi 协议中位列第一。

今年 1 月 17 日,Lido DAO 发起了一项选择 BNB Chain 的 wstETH 跨链桥开发者的温度检查投票,选项分别包括 Axelar & Wormhole、Chainlink CCIP、LayerZero、Hyperlane。最终 Axelar & Wormhole 支持率达 81.1% ,Chainlink 为 14.1% ,而 LayerZero 仅 4.7% 。

Axelar(AXL)和Wormhole通过Lido温度检查投票,将提供stETH跨链BNB Chain服务

在即将进行的正式投票后,Axelar & Wormhole 将很快成为 stETH 跨链至 BNB Chain 的“官方”服务提供者。

Axelar(AXL)和Wormhole通过Lido温度检查投票,将提供stETH跨链BNB Chain服务

Interop Labs(Axelar 开发商)首席执行官 Sergey Gorbunov 在接受 CoinDesk 采访时表示:“Axelar 和 Wormhole 团队决定合作,将两个网络的安全性有效结合起来,提供跨链 ETH LST 的有效安全性。”

Gorbunov 表示,Axelar 和 Wormhole 的目标是防止“服务提供商固化”,即服务提供商利用他们的先发优势永久巩固自己在协议基础设施中的地位。Axelar 和 Wormhole 跨链方式是开源且可扩展的,根据 Lido 基金会的选择,可能进行后端扩展以支持其他跨链桥提供商。这种可组合性是 Axelar+ Wormhole 提案中开源方法特点之一,其他提案无法复制,该“缺陷”导致了投票结果呈一边倒的形势。

Axelar 表示,跨链桥最初仅支持 BNB Chain,后续可能扩展至其他 EVM 链。

Wormhole 基金会首席商务官 Robinson Burkey 告表示:“在我看来,这不止是一次普通的治理投票,它变得更多地关乎原则而不仅仅是技术。代币持有者能够基于个人意愿支持符合协议利益的最佳选择,如果你剥夺了代币持有者的这种权力,那么就是在逐渐削弱去中心化的基本原则。”

Пов'язані матеріали

The "Impossible Triad" Is Fundamentally a Pseudo-Problem

The article argues that blockchain's fundamental limitation is not the scalability trilemma (decentralization, scalability, security), which has been largely solved, but the lack of **privacy** and, until recently, clear **legitimacy**. Blockchain is described as a slow, expensive, globally shared computer whose core value is censorship resistance and verifiability. While ideal for native digital assets like money (e.g., stablecoins), its default transparency acts as a **tax**, exposing all transactions and enabling MEV extraction, which deters serious institutional capital. Simultaneously, its permissionless nature created regulatory ambiguity. The piece contends that **privacy** is the missing critical feature. It rejects the false choice between total transparency and complete anonymity. Modern cryptography (like zero-knowledge proofs) enables **compliant privacy**: users can prove facts (solvency, KYC status, compliance) without revealing the underlying sensitive data (specific holdings, identities). This preserves auditability for regulators and eliminates the leak of financial information. With recent regulatory progress (e.g., the GENIUS Act) addressing legitimacy, adding default, provably compliant privacy becomes a pure upgrade. It transforms blockchain from a costly, public ledger into a confidential settlement layer, finally bridging the gap to mainstream institutional and individual adoption of on-chain finance.

链捕手48 хв тому

The "Impossible Triad" Is Fundamentally a Pseudo-Problem

链捕手48 хв тому

Optical Chips: Collective Capacity Expansion

The global optical chip industry is experiencing a massive wave of expansion driven by surging AI data center demand. Major players across the US, Japan, Europe, and China are aggressively investing to ramp up production capacity. In the US, Coherent is expanding its 6-inch Indium Phosphide (InP) semiconductor fab in Texas, supported by CHIPS Act funding and a $2 billion strategic investment from NVIDIA. Lumentum is building a new factory for InP optical devices, and Nokia is scaling its advanced photonic chip packaging and testing capabilities. NVIDIA's investments aim to secure future supply of critical lasers and optical interconnect products for AI infrastructure. Japan's JX Advanced Metals, a leading InP substrate supplier, plans a multi-billion yen investment to increase its capacity 7-10 times, strengthening its grip on the crucial upstream materials market. In Europe, IQE and Tower Semiconductor settled a patent dispute and signed a multi-year InP epitaxial wafer supply agreement, highlighting that next-generation silicon photonics platforms will integrate high-performance InP components. STMicroelectronics and Sivers Semiconductors are also expanding silicon photonics production and partnerships. China is rapidly building out its domestic supply chain. Dongshan Precision's subsidiary, Source Photonics, announced a $12 billion project to expand optical chip and module production. Companies like Sanan Optoelectronics and Yunnan Germanium are scaling up InP chip manufacturing and substrate production, moving towards vertical integration from materials to modules. While debate continues around the exact future architecture—whether CPO (Co-Packaged Optics), NPO, or pluggables will dominate—analysts like Morgan Stanley argue the underlying driver is unchangeable: the explosive growth in bandwidth demand. This will inevitably increase the volume of optical engines, lasers, and related content per GPU, regardless of the final technical path. The competition for "more light" in the AI era has intensified into a global, full-chain capacity race.

marsbit3 год тому

Optical Chips: Collective Capacity Expansion

marsbit3 год тому

Stablecoins Finally Find Real Yield: An In-Depth Look at On-Chain Reinsurance Re | A Conversation with Re Founder Karan Saroya

Stablecoin Real Yield Found: A Deep Dive into On-Chain Reinsurance with Re's Karan Saroya As stablecoin supply exceeds $170 billion, the search for sustainable, non-speculative yield intensifies. Re, an on-chain reinsurance platform, provides an answer: connecting stablecoin capital to the trillion-dollar traditional reinsurance market. Re operates as a regulated reinsurer, accepting stablecoin deposits as collateral to back US insurance companies. These insurers pay premiums, generating yield that flows back to on-chain depositors. Currently supporting 35 insurers and underwriting $500 million, Re projects scaling to over $1 billion soon. Key insights from a Bankless podcast with founder Karan Saroya and investor Avichal of Electric Capital: 1. **Uncorrelated, Real-World Yield:** Re offers stablecoin holders access to reinsurance returns (targeting 12-14%+), an asset class entirely separate from crypto or equity markets. 2. **Operational Efficiency via Smart Contracts:** Re replaces traditional, labor-intensive capital fundraising with smart contracts, allowing a ~12-person team to compete with industry giants. 3. **Regulatory Leverage:** For every $1 of collateral, regulations allow backing $5-7 in written premiums. This leverage amplifies returns from the underlying risk-free rate. 4. **DeFi Integration:** Depositors receive receipt tokens, which can be used in protocols like Morpho for "looping," potentially pushing yields to 18-20%+. 5. **The "DeFi Mullet" Model:** A compliant front-end (regulated reinsurer) paired with a decentralized back-end (smart contracts, DeFi capital markets). 6. **RE Governance Token:** Modeled on Lloyd's of London, the token governs the central capital pool's allocation, counterparty acceptance, and parameters. 7. **Real Economic Impact:** Capital funds real-world productivity (factories, clinics, businesses) via insurance, moving beyond crypto's internal loops. The discussion highlights a pivotal moment: DeFi's supply-side infrastructure is now met by real demand for productive yield, potentially kickstarting a flywheel where vast on-chain stablecoin capital seeks these real-world returns.

链捕手4 год тому

Stablecoins Finally Find Real Yield: An In-Depth Look at On-Chain Reinsurance Re | A Conversation with Re Founder Karan Saroya

链捕手4 год тому

1996 or 1999? Walsh's First Test is 'How to View AI'

"1996 or 1999? Wall's First Big Test Is 'How to View AI'" Federal Reserve Chairman Wall's initial challenge is not whether to raise or cut rates, but a more fundamental judgment: what kind of boom is the current AI boom? This will determine the Fed's policy path and define his legacy. Economics is split between two opposing views, according to reporter Nick Timiraos. One sees imminent productivity gains that will increase supply and cool inflation, allowing the Fed to hold steady. The other argues that while productivity benefits are distant, demand shocks are here now, and waiting for data confirmation risks missing the intervention window, forcing sharper rate hikes later. Wall has signaled a leaning toward the first view, echoing 1996-era Alan Greenspan, who embraced strong, productivity-driven growth without fear of inflation. However, Wall faces a different macro environment than Greenspan did, with tariff pressures, expanding fiscal deficits, and diminishing globalization benefits, which could force more significant inflation pressures even if AI benefits materialize. Wall's logic, expressed before taking office, is that AI-driven productivity gains won't show in official data for years. If the Fed waits for confirmation, it might mistakenly tighten policy and choke off the very growth that could suppress inflation. This argues for using forward-looking narratives over lagging data. Chicago Fed President Austan Goolsbee presents a key counter-argument. He distinguishes between expected and unexpected productivity booms. A widely anticipated boom, like the current AI wave, can cause people to spend future wealth gains in advance, overheating the economy before productivity actually rises, thus requiring preemptive rate hikes. He cites rising costs for AI data centers as evidence of such overheating. Fed Governor Christopher Waller offers a rebuttal to Goolsbee, noting the "expected spending" mechanism only works if people can borrow against future income, which many households cannot do due to borrowing constraints. Wall also faces a paradox related to his desire to reduce the Fed's use of "forward guidance" (pre-announcing policy moves). This practice was established in 1999 when Greenspan began signaling hikes to avoid market shocks. If the economy follows a less optimistic path, Wall may be forced to choose between using the guidance he wants to abolish or risking market volatility by staying silent. The ultimate question defining Wall's first major test remains: Is this 1996 or 1999?

marsbit5 год тому

1996 or 1999? Walsh's First Test is 'How to View AI'

marsbit5 год тому

Торгівля

Спот
Ф'ючерси
活动图片