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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,& _7 ]1 G6 @! O7 r- c: Z+ L' J
% N/ v) z4 E% V. }! h5 i比特币生态也必将超越以太坊生态?
! W+ @/ A) s5 U! z/ N O- A我们认为至少有以下几个原因:+ c8 Y0 I; y& q3 x# t
* y$ W J- J, {# Q1、目前已经有完全去中心化的BTC Layer2方案可以使用。在
' {$ _5 C1 t( a- M* j+ T O5 t& V. i/ N
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 t7 O+ }' [) H" p X
9 y! ]( {" P! i! S) [# I# E* i" a1 w中心化机构Bitgo发行的WBTC,目前约65亿美金规模。在完全: ^$ Z( h1 w* [0 X6 s" |& ?9 H
5 k7 G1 M$ ~! N, c4 @
去中心化的方案出现后(如BEVM),预测该市场可以再增长
# q5 Z9 y9 l5 O# K
' ?: k# T" S, K& K5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH , e6 R2 W8 ?+ C, G6 ?& ^
k1 {* ?& f9 I3 s5 y' I# B$ [
Layer2目前的200亿美金总TVL(该数据包含了跨链的ETH和+ U$ W0 H+ c Z3 ?" }+ Y$ Z6 Q0 i
; i* @0 a5 ^% @ iETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿
) B7 Z# K' l* b r- y0 i4 `: h1 H1 C& X; k# J s( D% Y! J8 `
美金)。1 V# @2 a1 | s8 R
! D4 `) d3 v& i9 H
: [5 o. M, I# [
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
/ j: k& k) o3 K
2 f/ V6 H: J$ l$ e( W6 f6 s, d0 k8 l比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去
& H2 |0 @- C5 l, b! [
8 N0 {4 b/ f, |0 m" Y( a. O7 [2 d( c构建各类去中心化的BTC应用。这是市场需求决定的。
h! S" I: a4 B1 Z2 t" ]
" e; ^7 f$ d. Q9 }3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户# y; o; ?" N: U
: W- D+ C* W# D* K% Z
尤其大资金的信任和青睐。
3 V* L: H$ w/ M1 ~9 N3 [0 h7 A0 ~& u
4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL1 I# ?4 Q! o5 O8 ]5 [1 k
. V, q' _' } m$ }约200亿美金,约占以太坊市值的10%;按照同样的比例,如
, A) I: v% u, V o5 o, v' z
, l* H7 Q/ S9 ]' t0 T# R果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美- g; s7 e. z# _. K- S) E% z9 k' w
$ G% J' `3 Z& W2 T/ `8 z7 Y2 F金,是以太坊Layer2体量的3倍之多。8 n& [4 ? o; Z! Y L) |$ M- h2 ]8 i
) Z. c5 }( g5 u) w% {5 U
# L- {: v6 w F8 }0 b, s
6 e1 f8 f; y' ~2 y0 D* Q
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