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[虚拟币交流]
比特币Layer2有机会超越以太坊Layer2的体量吗?(转)
[复制链接]
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答案几乎是肯定的:
/ A$ f! L2 }. J0 V0 |# i' F至少有以下几个原因:
2 r- F5 v b9 u: e& `+ ?! [/ {( I6 f* Q9 q4 J J; S
1、目前已经有完全去中心化的BTC Layer2方案可以使用。6 v! c2 C, n; {4 D) V% |( h* D' S
; a. Z7 H1 N6 ?4 W9 U
在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中心化
$ [3 W n! W7 e- Y/ u$ N
) G2 Q! ]0 L0 E机构Bitgo发行的WBTC,目前约65亿美金规模。在完全去中心化的方案
& W. `, B, i! G9 }# ^5 `2 ~. w& V. C$ `* d8 ~
出现后(如BEVM),预测该市场可以再增长5-10倍以上,体量可以达到
# [/ k+ x5 v6 b2 B: t0 d
9 U. d) y6 J B. J0 H! D325亿-650亿美金,远远大于ETH Layer2目前的200亿美金总TVL(该数
5 Z: N$ E; \( M( b1 w* W
- Z8 u* e, E1 S9 s, U/ Z7 o+ \据包含了跨链的ETH和ETH Layer2上的其他资产,实际跨链的ETH远没有$ X& w3 I% Z. b8 o
4 N D5 I# a) }; v达到200亿美金)
9 ]; _/ o, D" }' B: c+ W) \
, W6 h2 i9 b- [% }, z2、比特币由于天然是图灵不完备的,因此,比特币要发展生态比以太坊
$ q) t* v" C# ^1 ?2 x, j. V u/ {( h$ a- m, T
更需要Layer2,因此,未来将会有大量BTC到Layer2去构建各类去中心化
: M* n' |$ g( D
+ z4 S4 N: z1 ]( v- a$ J5 u的BTC应用。这是市场需求决定的。
" Z0 _& c0 t3 v3 `+ y$ P0 V$ Y% H7 N7 A" E6 y
3、比特币Layer2可以比以太坊Layer2更抗审查,更容易获得用户尤其大
: ]8 d5 U# j% U
, a* Z9 i$ ~: `- S; I资金的信任和青睐。
) \ \( G- z) R/ W* Q0 i% F0 Z& a) y: v4 M
4、比特币市值是以太坊市值的3倍,目前ETH Layer2的总TVL约200亿美
( x ]8 u) c3 H& c+ g
# G( G& o8 i b! g% M金,约占以太坊市值的10%;按照同样的比例,如果未来10%的BTC进入- m! l E9 l# ~- ?0 z9 ~6 O
: G2 c( h( P U4 L4 m2 \
比特币Layer2,整个TVL将达到850亿美金,是以太坊Layer2体量的3倍之多。
: X7 I8 x9 c' d5 a2 m% j0 h" z9 \; c
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