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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,! ?" Q" _! M9 J8 S
9 c" e1 J& f* [% A
比特币生态也必将超越以太坊生态?
8 J% R" Y4 d5 D. L; k* Y# c" a我们认为至少有以下几个原因:4 ~* g# ~' Q/ b% i% k/ s
8 b# f/ k# k9 r/ \% b8 i7 A
1、目前已经有完全去中心化的BTC Layer2方案可以使用。在
0 |, @. ~+ H: M; v1 u9 B+ ]* T3 I, h' e- p+ P: ]( C
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
3 f. \. H# d( U
% g8 F W* ]9 c# e" n6 {3 K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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, `; O2 f3 @, a# p/ {1 ] F去中心化的方案出现后(如BEVM),预测该市场可以再增长" U- ]5 W0 z5 w( t- ?! C
6 n+ W) J& R" T+ F [% H- j6 Z5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH & i! G5 R( [' I, l) @5 D7 k$ F9 l
, o% |2 v9 D1 t: \
Layer2目前的200亿美金总TVL(该数据包含了跨链的ETH和
' W$ U5 Q1 M h" ~
5 X5 C# Y6 C+ V) k' P" c. C# A' aETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿
) c B6 n" f( s# M; J2 I5 P
% `2 J0 t! M9 e) a8 ^. }% I, P美金)。9 s0 s! \( ~0 [3 l, ?* a+ Z2 H4 A
, ~" T! d+ |* k2 r; ]
: Q- K5 Z$ s4 ?( U2、比特币由于天然不是图灵完备的,因此,比特币要发展生态
" {( @8 u% l- N# G" r% F7 v3 q1 g$ g7 A8 @6 {; P' W5 N7 Z
比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去
" | f5 F- J4 P3 m" c( L% d/ e
4 h1 ^0 Z! B: o9 r8 q* y( I3 L) |构建各类去中心化的BTC应用。这是市场需求决定的。+ k1 X! N) @$ w$ d8 ?) G8 r
# L, i1 a$ X1 M( Q5 C& J5 i3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户( s- N/ `. b, q- g( d( w0 Z, A
0 F' X' J+ ~* D# p尤其大资金的信任和青睐。
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4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL4 j3 |5 a U% p" q5 u
4 x9 K; T$ w5 E" u% Q# c) A# P约200亿美金,约占以太坊市值的10%;按照同样的比例,如
' A* e( r4 ~( ?2 j
5 W. G9 ^$ j) r+ L8 Z; s( O果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美
0 h9 ], j% T$ `5 M1 Z
0 D! T/ V9 s- {" g3 Q* Q5 ]金,是以太坊Layer2体量的3倍之多。 w/ O0 N5 \6 M( i3 z% E/ k; c
: V, j8 n8 |( y8 w4 ?
3 O( i; a7 N: F% `& D* v$ U+ l% O) s
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