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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,, B& h a: L: s% J+ [# c
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比特币生态也必将超越以太坊生态?) \+ P8 E. P u: u- E
我们认为至少有以下几个原因:$ \7 w0 z5 B: a4 r4 R, P8 |
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1、目前已经有完全去中心化的BTC Layer2方案可以使用。在, c% P; b% O/ o& e- q8 q
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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0 Q4 n* D# S" J R% e& Z9 z4 c1 ]
$ ]: r; _! R! r9 Z
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; S; e- n0 p& W: V
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5-10倍以上,体量可以达到325亿-650亿美金,远远大于ETH
# W/ D. R( Z* L0 v) [. f, ?$ U# Z7 r: b
8 h- B! u* V) e' ^' w- zLayer2目前的200亿美金总TVL(该数据包含了跨链的ETH和
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$ n$ ^5 g0 m* Z" r# NETH Layer2上的其他资产,实际跨链的ETH远没有达到200亿! p$ U! Q% d+ ?) X/ o# m, \
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美金)。
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& f0 S0 b8 s9 Q: v2 C7 L' S2、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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& W% e# }, \8 a4 V比以太坊更需要Layer2,因此,未来将会有大量BTC到Layer2去
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构建各类去中心化的BTC应用。这是市场需求决定的。
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3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户
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# Y* Y+ d A7 P* a k# m8 E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TVL
3 |$ B( r9 x7 x' h" N5 a' r" M. ^3 ?( P* c8 j# d7 ?
约200亿美金,约占以太坊市值的10%;按照同样的比例,如
) j) X; d) h; R: G6 G7 R% b9 T! j0 V4 q+ h3 R( t, g& W3 m
果未来10%的BTC进入比特币Layer2,整个TVL将达到850亿美
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; f. `9 @3 E, b0 w9 ?金,是以太坊Layer2体量的3倍之多。
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7 [( C( s1 W. j; ~; L$ ?5 a |
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