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[虚拟币交流]
比特币Layer2必将超越以太坊Layer2,比特币生态必将超越以太坊生态(转)
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为什么我们认为比特币Layer2必将超越以太坊Layer2,
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比特币生态也必将超越以太坊生态?2 X* |) N7 O# f# q. \! ^
我们认为至少有以下几个原因:( f; w% y/ {, ]: B9 o% h& _
+ D- f* u7 F$ d# E
1、目前已经有完全去中心化的BTC Layer2方案可以使用。在
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6 s! s' Y8 w; s) [ x4 G没有完全去中心化的方案之前,最大的比特币封装资产是通过
/ }# J. E3 ^1 v; u
- L% l4 R) h$ m% \% _# `中心化机构Bitgo发行的WBTC,目前约65亿美金规模。在完全
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去中心化的方案出现后(如BEVM),预测该市场可以再增长
1 ^$ F; B \6 k& R- p+ T x8 c* c$ {1 ?9 L/ p5 e1 e
5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH 9 G' c4 Q+ V+ N" X' e$ }' Y! T
' }0 S" D' `, d8 C5 \. `
Layer2目前的200亿美金总TVL(该数据包含了跨链的ETH和
9 Y6 V$ O! O* h( q
: P/ b1 j; y P/ SETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿4 ^" q3 z; |" E9 [7 Z i- ^
4 N$ e8 d- p0 t. s* x1 q- k
美金)。! g4 ^ a: h" l8 @7 r, D
8 w u. x; V# W7 f) x0 v0 v7 D, `; {6 p$ L
2、比特币由于天然不是图灵完备的,因此,比特币要发展生态
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1 H* C0 C3 \8 ?- s2 P% |$ C `# t比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去1 V) d; p9 w) M; V+ |
. T! ]' ?& A. | S) V
构建各类去中心化的BTC应用。这是市场需求决定的。 ?% W5 V) Y0 X$ X- x% ^ `6 a
/ F, W# P$ A: X8 f: h+ u p/ E/ j( g/ G3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户/ W4 l1 ^+ M( O$ w/ w2 c
/ K, P; k5 G M+ L9 W, v- g. K尤其大资金的信任和青睐。- L# P+ ~8 w$ @- K/ @! E
# r. Z: Z% p+ V/ k
4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL, X8 r2 H/ ]3 S, k, x0 [
- } [3 z* L ]0 J1 g; Z# c约200亿美金,约占以太坊市值的10%;按照同样的比例,如 ^3 m! E0 P1 Z/ G
7 `& M6 D; A! K# S- u. L" {
果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美# v& i; E! f# s# D6 h
9 O) ]% o/ ?" ^$ Y6 ^9 b% r# P
金,是以太坊Layer2体量的3倍之多。
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