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Circle: Stablecoins will become a mainstream payment tool! What's the key to rapid implementation?Stablecoins become the money of the Internet age As the status of stablecoins in the global financial market increases, Circle confidently states that stablecoins will become the mainstream payment method in the Internet era. As the issuer of $USDC, the world’s second largest stablecoin, Circle’s chief strategy officer Dante Disparte said in an interview with Cointelegraph: Disparte further pointed out that more and more payment companies and financial services companies are entering this industry, which shows that stablecoins will continue to exist and develop in the future. However, Disparte also emphasized that regulatory frameworks around the world must agree to ensure that all stablecoin issuers meet financial crime compliance requirements and maintain appropriate reserves. “It is critical to ensure that companies issuing stablecoins adhere to conservative reserve principles and compliance standards,” he noted.

Circle: Stablecoins will become a mainstream payment tool! What's the key to rapid implementation?

Stablecoins become the money of the Internet age

As the status of stablecoins in the global financial market increases, Circle confidently states that stablecoins will become the mainstream payment method in the Internet era. As the issuer of $USDC, the world’s second largest stablecoin, Circle’s chief strategy officer Dante Disparte said in an interview with Cointelegraph:

Disparte further pointed out that more and more payment companies and financial services companies are entering this industry, which shows that stablecoins will continue to exist and develop in the future. However, Disparte also emphasized that regulatory frameworks around the world must agree to ensure that all stablecoin issuers meet financial crime compliance requirements and maintain appropriate reserves. “It is critical to ensure that companies issuing stablecoins adhere to conservative reserve principles and compliance standards,” he noted.
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He Yifa responded to the currency listing rumors in a long article: If we have different opinions, then maybe you are right.Recently, after Binance listed multiple Meme coins, it was reported that a chat screenshot of a KOL accurately predicting all specific currencies before listing, once again aroused heated discussion in the community about "Binance's rat warehouse". The U.S. SEC has also filed a proposed revised complaint against Binance, focusing on Binance’s token listing process and alleging Binance’s conduct as an unregistered securities provider. In response to this, Binance co-founder He Yi issued an article explaining his personal views and unique views on the two major themes of "not so easy to make money" and "compliance" in the encryption field during this cycle, as well as the specific process of Binance's currency listing. . The following is the original text:

He Yifa responded to the currency listing rumors in a long article: If we have different opinions, then maybe you are right.

Recently, after Binance listed multiple Meme coins, it was reported that a chat screenshot of a KOL accurately predicting all specific currencies before listing, once again aroused heated discussion in the community about "Binance's rat warehouse". The U.S. SEC has also filed a proposed revised complaint against Binance, focusing on Binance’s token listing process and alleging Binance’s conduct as an unregistered securities provider.

In response to this, Binance co-founder He Yi issued an article explaining his personal views and unique views on the two major themes of "not so easy to make money" and "compliance" in the encryption field during this cycle, as well as the specific process of Binance's currency listing. . The following is the original text:
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Can stablecoins also enter the SWIFT system in the future? Understand SWIFT’s layout in the blockchain field in one articleWhat did SWIFT do? SWIFT (Society for Worldwide Interbank Financial Telecommunication) is a global financial communications network that provides banks and financial institutions with standardized and secure communications networks. As the hub for global cross-border payments and financial information transfer, SWIFT connects more than 11,000 institutions in more than 200 countries to ensure the efficient operation of international transactions. It not only reduces the complexity and risk of cross-border transactions through a unified message format, but also promotes the interoperability of digital assets and emerging currencies, providing strong support for innovation in global financial markets.

Can stablecoins also enter the SWIFT system in the future? Understand SWIFT’s layout in the blockchain field in one article

What did SWIFT do?

SWIFT (Society for Worldwide Interbank Financial Telecommunication) is a global financial communications network that provides banks and financial institutions with standardized and secure communications networks.

As the hub for global cross-border payments and financial information transfer, SWIFT connects more than 11,000 institutions in more than 200 countries to ensure the efficient operation of international transactions.

It not only reduces the complexity and risk of cross-border transactions through a unified message format, but also promotes the interoperability of digital assets and emerging currencies, providing strong support for innovation in global financial markets.
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Ford and Toyota embrace blockchain! What changes can it bring to the automotive industry?Self-driving technology challenges are difficult to solve, Ford and Toyota turn to blockchain Although self-driving car technology is still a hot topic in the automotive industry, many companies have found that the technology implementation has been slow, leading many manufacturers to begin to seek new technological paths. Recently, two major automobile giants, Ford and Toyota, have increased their investment in blockchain technology and are trying to use this innovative technology to solve some key problems in the automobile industry. According to data from GlobalData Patent Analytics and Just Auto, in the second quarter of 2024 alone, the two companies applied for a total of at least 43 blockchain-related patents, which is in stark contrast to the trend of stagnant development of autonomous driving technology. contrast.

Ford and Toyota embrace blockchain! What changes can it bring to the automotive industry?

Self-driving technology challenges are difficult to solve, Ford and Toyota turn to blockchain

Although self-driving car technology is still a hot topic in the automotive industry, many companies have found that the technology implementation has been slow, leading many manufacturers to begin to seek new technological paths. Recently, two major automobile giants, Ford and Toyota, have increased their investment in blockchain technology and are trying to use this innovative technology to solve some key problems in the automobile industry.

According to data from GlobalData Patent Analytics and Just Auto, in the second quarter of 2024 alone, the two companies applied for a total of at least 43 blockchain-related patents, which is in stark contrast to the trend of stagnant development of autonomous driving technology. contrast.
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Four stablecoin issuers froze the assets of North Korean hackers. Why was Circle named and targeted by “on-chain detectives”?what happen? Following an investigation by on-chain detective ZachXBT, four stablecoin issuers Paxos, Tether, Techteryx, and Circle teamed up to freeze two wallet addresses related to the North Korean hacker group Lazarus Group, totaling nearly $5 million in frozen funds. Meanwhile, ZachXBT criticized USDC issuer Circle, accusing it of taking 4.5 months longer than other issuers to freeze the funds. North Korean hacker group steals more than $200 million in assets Well-known on-chain detective ZachXBT recently pointed out that the Lazarus Group-related wallet addresses jointly frozen by four stablecoin issuers contained stablecoin assets totaling US$4.98 million. In addition, multiple exchanges also froze approximately US$1.65 million in funds, bringing the total frozen amount to US$6.98 million.

Four stablecoin issuers froze the assets of North Korean hackers. Why was Circle named and targeted by “on-chain detectives”?

what happen?

Following an investigation by on-chain detective ZachXBT, four stablecoin issuers Paxos, Tether, Techteryx, and Circle teamed up to freeze two wallet addresses related to the North Korean hacker group Lazarus Group, totaling nearly $5 million in frozen funds.

Meanwhile, ZachXBT criticized USDC issuer Circle, accusing it of taking 4.5 months longer than other issuers to freeze the funds.

North Korean hacker group steals more than $200 million in assets

Well-known on-chain detective ZachXBT recently pointed out that the Lazarus Group-related wallet addresses jointly frozen by four stablecoin issuers contained stablecoin assets totaling US$4.98 million. In addition, multiple exchanges also froze approximately US$1.65 million in funds, bringing the total frozen amount to US$6.98 million.
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Will traditional institutions actively enter the market and asset returns will decline in anticipation of interest rate cuts? Understand the Binance RWA research report in one articleInterpreting Binance RWA Research Report The RWA sector is a bit "making a fortune silently" in this atypical bull market. When everyone's emotions are easily driven by Meme, if you take a closer look at the data, you will find that the income performance of the tokens in the RWA track so far this year is probably better than the tokens in most other tracks. When U.S. debt becomes the largest RWA, the trend of the track being affected by macroeconomics will become more obvious. Recently, Binance Research released a report titled “RWA: A Safe Haven for On-Chain Yields? 》A long report, which conducts a detailed analysis of the RWA track's structure, projects and revenue performance.

Will traditional institutions actively enter the market and asset returns will decline in anticipation of interest rate cuts? Understand the Binance RWA research report in one article

Interpreting Binance RWA Research Report

The RWA sector is a bit "making a fortune silently" in this atypical bull market.

When everyone's emotions are easily driven by Meme, if you take a closer look at the data, you will find that the income performance of the tokens in the RWA track so far this year is probably better than the tokens in most other tracks.

When U.S. debt becomes the largest RWA, the trend of the track being affected by macroeconomics will become more obvious.

Recently, Binance Research released a report titled “RWA: A Safe Haven for On-Chain Yields? 》A long report, which conducts a detailed analysis of the RWA track's structure, projects and revenue performance.
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Bringing Bitcoin to Solana: How Zeus Network Reshapes the Future of Cryptocurrency with Layer 1.5?Why is Zeus Network worthy of attention? Bitcoin has a solid dominance in the cryptocurrency circle, but it cannot have smart contracts, NFTs, etc. like Ethereum, which limits its application scenarios; and the Solana blockchain has become a new generation with its advantages of high efficiency and low cost. A developer's paradise. If these two independent ecosystems can be combined, they will become the key to solving the development dilemma of the encryption world. Zeus Network, the cross-chain protocol between Bitcoin and Solana, has spotted this opportunity. With the "Layer 1.5" technical architecture, it has built a bridge between Bitcoin and Solana blockchains, making these two seemingly completely different blocks The chain ecology achieves deep interoperability.

Bringing Bitcoin to Solana: How Zeus Network Reshapes the Future of Cryptocurrency with Layer 1.5?

Why is Zeus Network worthy of attention?

Bitcoin has a solid dominance in the cryptocurrency circle, but it cannot have smart contracts, NFTs, etc. like Ethereum, which limits its application scenarios; and the Solana blockchain has become a new generation with its advantages of high efficiency and low cost. A developer's paradise.

If these two independent ecosystems can be combined, they will become the key to solving the development dilemma of the encryption world.

Zeus Network, the cross-chain protocol between Bitcoin and Solana, has spotted this opportunity. With the "Layer 1.5" technical architecture, it has built a bridge between Bitcoin and Solana blockchains, making these two seemingly completely different blocks The chain ecology achieves deep interoperability.
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Ke Wenzhe USB cold wallet vault? Understand what’s wrong with this sentence in one articlewhat happen? According to a report by Public Television, Ko Wenzhe, chairman of the Taiwan People's Party and former Taipei mayor, was recently ordered to be detained by the Taipei District Court for violating the Corruption Crime Ordinance, including accepting bribes and seeking profits in violation of his duties, due to the Jinghua City case. "Lianhe News Network" reported that when the prosecutor searched Ke Wenzhe's home, he found a flash drive containing a "mysterious account book", triggering speculation about whether the account record recorded that Ke Wenzhe accepted a 15 million yuan bribe from Shen Qingjing. Wu Zijia, chairman of Formosa Electronic News, said on the "Critical Moment" program that Ke Wenzhe's flash drive is the key to hiding virtual currency bribes, and it is more likely to "wash" the wallet private key or APP.

Ke Wenzhe USB cold wallet vault? Understand what’s wrong with this sentence in one article

what happen?

According to a report by Public Television, Ko Wenzhe, chairman of the Taiwan People's Party and former Taipei mayor, was recently ordered to be detained by the Taipei District Court for violating the Corruption Crime Ordinance, including accepting bribes and seeking profits in violation of his duties, due to the Jinghua City case.

"Lianhe News Network" reported that when the prosecutor searched Ke Wenzhe's home, he found a flash drive containing a "mysterious account book", triggering speculation about whether the account record recorded that Ke Wenzhe accepted a 15 million yuan bribe from Shen Qingjing.

Wu Zijia, chairman of Formosa Electronic News, said on the "Critical Moment" program that Ke Wenzhe's flash drive is the key to hiding virtual currency bribes, and it is more likely to "wash" the wallet private key or APP.
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The two major "click and earn" games Catizen and Hamster Kombat are about to be airdropped. Can the TON chain hold on?what happen? Telegram’s click-to-earn games, such as Hamster Kombat and Catizen, have attracted hundreds of millions of players to the TON blockchain so far. These two super games are expected to airdrop tokens in the near future: Hamster Kombat will airdrop HMSTR tokens on September 26, and Catizen will issue CATI tokens on September 20, which is bound to attract a large number of users to participate. Last month, the meme coin DOGS airdrop caused the TON network to be overwhelmed, and TON developers said that the subsequent large-scale airdrops of Hamster Kombat and Catizen may also bring burden to the TON network.

The two major "click and earn" games Catizen and Hamster Kombat are about to be airdropped. Can the TON chain hold on?

what happen?

Telegram’s click-to-earn games, such as Hamster Kombat and Catizen, have attracted hundreds of millions of players to the TON blockchain so far.

These two super games are expected to airdrop tokens in the near future: Hamster Kombat will airdrop HMSTR tokens on September 26, and Catizen will issue CATI tokens on September 20, which is bound to attract a large number of users to participate.

Last month, the meme coin DOGS airdrop caused the TON network to be overwhelmed, and TON developers said that the subsequent large-scale airdrops of Hamster Kombat and Catizen may also bring burden to the TON network.
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[Block Points Come to Join] Let musicians and creators make more money. How can blockchain help?How blockchain can reshape the creator ecosystem When the cultural and creative industry meets Web3, how can NFT and blockchain play? With the community as the core, blockchain can not only monetize creations, but also create more interactions with the audience, further find exclusive fans, and change the entire creator ecosystem. The September 2024 "Let's Get Together" event will invite Angus Channce, head of marketing at Song Protocol, TK Chen, founder and CEO of FANSI, and Su Qiaochun, CEO of akaSwap, to give a talk titled "New Web3 Applications for Music and Art" , to discuss how blockchain can reshape the relationship between creators and fans.

[Block Points Come to Join] Let musicians and creators make more money. How can blockchain help?

How blockchain can reshape the creator ecosystem

When the cultural and creative industry meets Web3, how can NFT and blockchain play? With the community as the core, blockchain can not only monetize creations, but also create more interactions with the audience, further find exclusive fans, and change the entire creator ecosystem.

The September 2024 "Let's Get Together" event will invite Angus Channce, head of marketing at Song Protocol, TK Chen, founder and CEO of FANSI, and Su Qiaochun, CEO of akaSwap, to give a talk titled "New Web3 Applications for Music and Art" , to discuss how blockchain can reshape the relationship between creators and fans.
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Is STEPN still available to earn money while running? A complete guide to understanding running shoes in one articleRemember STEPN? Speaking of the summer of 2022, many people still remember the popularity of StepN at that time. Buying a pair of running shoes and exercising every day to earn income has become a major fashion trend in the currency circle and even the technology circle. Two years have passed and StepN has launched a new version 2.0 - STEPN GO, which is also the third game from game developer FSL after StepN and Gas Hero. Although this new version is still in the testing stage and the player base is still small, its improvements in revenue mechanism and design have attracted the attention of many new and old players.

Is STEPN still available to earn money while running? A complete guide to understanding running shoes in one article

Remember STEPN?

Speaking of the summer of 2022, many people still remember the popularity of StepN at that time. Buying a pair of running shoes and exercising every day to earn income has become a major fashion trend in the currency circle and even the technology circle.

Two years have passed and StepN has launched a new version 2.0 - STEPN GO, which is also the third game from game developer FSL after StepN and Gas Hero. Although this new version is still in the testing stage and the player base is still small, its improvements in revenue mechanism and design have attracted the attention of many new and old players.
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Catizen chain game airdrop details announced! One article to understand which players are eligible to receive it?"Catizen" will airdrop $CATI tokens, who can claim them? According to a report by currency circle foreign media "Decrypt", the popular Telegram chain game "Catizen" will issue the $CATI native token on September 20, and the airdrop event is expected to be held at or around the same time. Pluto Studio, the developer of "Catizen", announced the air investment price on Wednesday (11th). According to official data, there are currently approximately 35.8 million players (number of wallets), but less than half are eligible for air investment. Officials stated that only players who have earned enough in-game tokens $vKitty in the game and entered the "Silver League" in the rankings are eligible to receive airdrops.

Catizen chain game airdrop details announced! One article to understand which players are eligible to receive it?

"Catizen" will airdrop $CATI tokens, who can claim them?

According to a report by currency circle foreign media "Decrypt", the popular Telegram chain game "Catizen" will issue the $CATI native token on September 20, and the airdrop event is expected to be held at or around the same time.

Pluto Studio, the developer of "Catizen", announced the air investment price on Wednesday (11th). According to official data, there are currently approximately 35.8 million players (number of wallets), but less than half are eligible for air investment.

Officials stated that only players who have earned enough in-game tokens $vKitty in the game and entered the "Silver League" in the rankings are eligible to receive airdrops.
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Instant, secure and low-cost transactions, what is the new favorite of blockchain "PayFi"?What is PayFi? PayFi, also known as "Payment Finance", is a concept proposed by Lily Liu, chairman of the Solana Foundation, which focuses on combining blockchain technology to promote instant settlement of transactions. DeFi (decentralized finance), which more people are familiar with in the past, refers to the use of blockchain technology and smart contracts to provide financial services, with the focus on "decentralization." PayFi, on the other hand, puts more emphasis on "instant transactions" and improves the efficiency of speculative transactions and various financial operations, such as invoice financing (Invoice Financing) and reverse factoring (Reverse Factoring). These scenarios usually require rapid capital flow. PayFi uses blockchain technology to achieve instant settlement without waiting for traditional clearing procedures, improving the efficiency of fund operation.

Instant, secure and low-cost transactions, what is the new favorite of blockchain "PayFi"?

What is PayFi?

PayFi, also known as "Payment Finance", is a concept proposed by Lily Liu, chairman of the Solana Foundation, which focuses on combining blockchain technology to promote instant settlement of transactions.

DeFi (decentralized finance), which more people are familiar with in the past, refers to the use of blockchain technology and smart contracts to provide financial services, with the focus on "decentralization."

PayFi, on the other hand, puts more emphasis on "instant transactions" and improves the efficiency of speculative transactions and various financial operations, such as invoice financing (Invoice Financing) and reverse factoring (Reverse Factoring). These scenarios usually require rapid capital flow. PayFi uses blockchain technology to achieve instant settlement without waiting for traditional clearing procedures, improving the efficiency of fund operation.
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SBF’s ex-girlfriend will be sentenced at the end of the month! The maximum possible sentence in the FTX case is 110 years. Can Caroline escape prison?What happened? Former Alameda Research CEO Caroline Ellison will be sentenced on September 24. According to the document submitted by Alison's legal team on September 10, the legal team is seeking a judge's decision to "release after serving the sentence" on the grounds of "turning a tainted witness" and "no risk of re-offending." The Probation Office has recommended that she be sentenced to "Supervised Release" and 3 years of post-prison supervision. The legal team pointed out that Alison's "extraordinary cooperation" with the government and "impeccable past record" in the FTX incident were the main reasons for requesting a lighter sentence.

SBF’s ex-girlfriend will be sentenced at the end of the month! The maximum possible sentence in the FTX case is 110 years. Can Caroline escape prison?

What happened?

Former Alameda Research CEO Caroline Ellison will be sentenced on September 24.

According to the document submitted by Alison's legal team on September 10, the legal team is seeking a judge's decision to "release after serving the sentence" on the grounds of "turning a tainted witness" and "no risk of re-offending."

The Probation Office has recommended that she be sentenced to "Supervised Release" and 3 years of post-prison supervision.

The legal team pointed out that Alison's "extraordinary cooperation" with the government and "impeccable past record" in the FTX incident were the main reasons for requesting a lighter sentence.
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Stablecoins account for 8% of the total crypto market value! Will the stablecoin market be okay in 2024?The “stability” and “instability” of stablecoins in 2024 Stablecoins are a type of Token that anchors its value to other assets (such as commodities or legal currencies) to stabilize its price. By remaining pegged to a specific fiat currency, asset, or commodity, most stablecoins act as a bridge between real-world assets and cryptocurrencies, mapping these assets to the blockchain in the form of tokens. Since 2014, companies like Tether and Circle have issued tokenized currencies backed by real-world financial assets such as bank deposits and short-term notes. These companies allow users to jump directly into the cryptocurrency space, converting real-world deposits into newly minted stablecoins. Conversely, they can also exchange stablecoins back for fiat currency.

Stablecoins account for 8% of the total crypto market value! Will the stablecoin market be okay in 2024?

The “stability” and “instability” of stablecoins in 2024

Stablecoins are a type of Token that anchors its value to other assets (such as commodities or legal currencies) to stabilize its price. By remaining pegged to a specific fiat currency, asset, or commodity, most stablecoins act as a bridge between real-world assets and cryptocurrencies, mapping these assets to the blockchain in the form of tokens.

Since 2014, companies like Tether and Circle have issued tokenized currencies backed by real-world financial assets such as bank deposits and short-term notes. These companies allow users to jump directly into the cryptocurrency space, converting real-world deposits into newly minted stablecoins. Conversely, they can also exchange stablecoins back for fiat currency.
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Does an “exchange that never loses money” really exist? Looking at the trust system, transaction security and operating mechanism from FTXAnalyzing the past and future of exchanges from "Infinite Storm" 🔥XREX discount code is below🔥 Is there really an "exchange that never loses money" in the world? In Chapter 6 of the new book "Infinite Storm: Symphony of the Rise and Fall of the FTX Empire" describing the story of the exchange FTX, it is mentioned that at that time the founder of FTX, SBF, wanted to create a new type of futures exchange, that is, as long as a customer suffered a loss in a position, It will be liquidated every second, and other customers will not be forced to share losses. The ideal is to create an "exchange that never loses money." However, Winston Siu, co-founder of XREX and chief revenue officer of the group, believes that an “exchange that never loses money” is impossible to exist in reality. Why?

Does an “exchange that never loses money” really exist? Looking at the trust system, transaction security and operating mechanism from FTX

Analyzing the past and future of exchanges from "Infinite Storm"

🔥XREX discount code is below🔥

Is there really an "exchange that never loses money" in the world? In Chapter 6 of the new book "Infinite Storm: Symphony of the Rise and Fall of the FTX Empire" describing the story of the exchange FTX, it is mentioned that at that time the founder of FTX, SBF, wanted to create a new type of futures exchange, that is, as long as a customer suffered a loss in a position, It will be liquidated every second, and other customers will not be forced to share losses. The ideal is to create an "exchange that never loses money."

However, Winston Siu, co-founder of XREX and chief revenue officer of the group, believes that an “exchange that never loses money” is impossible to exist in reality. Why?
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Can Bitcoin rise to 13 million? The CEO of MicroStrategy issued an article expressing the belief of "Bitcoin supporters"!Bitcoin rebounds this week After experiencing last week's panic, Bitcoin ($BTC) has risen 4.19% since this week, reaching $57,100 at the time of writing. The key support above $50,000 has attracted many buyers to enter the market, and the market is hot. It seems to be warming up. As Bitcoin gradually shows a recovery trend, Michael Saylor, the former CEO and co-founder of MicroStrategy who is famous for his support of Bitcoin, once again "called for orders" on the social platform X, not only shouting exaggerated price predictions , and also played a lot of The Matrix memes. Please take the orange pill

Can Bitcoin rise to 13 million? The CEO of MicroStrategy issued an article expressing the belief of "Bitcoin supporters"!

Bitcoin rebounds this week

After experiencing last week's panic, Bitcoin ($BTC) has risen 4.19% since this week, reaching $57,100 at the time of writing. The key support above $50,000 has attracted many buyers to enter the market, and the market is hot. It seems to be warming up.

As Bitcoin gradually shows a recovery trend, Michael Saylor, the former CEO and co-founder of MicroStrategy who is famous for his support of Bitcoin, once again "called for orders" on the social platform X, not only shouting exaggerated price predictions , and also played a lot of The Matrix memes.

Please take the orange pill
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Idol boy band selection uses Sony blockchain technology! How to integrate Web3 with entertainment?New boy band project combined with Web3 technology Previously, "CryptoCity" reported that Yasushi Akimoto, an important promoter of AKB48 and Nogizaka46 and also a famous Japanese music producer, has once again joined hands with entertainment industry giants to launch a new boy group selection plan after launching the metaverse idol project "IDOL 3.0 Project" Draw "MEN'S YOAKE AUDITION 2024". The audition is open to males aged 13 to 24 and will be open for registration from September 7 to October 31, 2024. It is worth noting that this project is not only another major music project for Yasushi Akimoto, but also introduces Web3 blockchain technology for the first time, using the "Soneium" blockchain developed by Sony, with the intention of completely changing the interaction between fans and idols. Way.

Idol boy band selection uses Sony blockchain technology! How to integrate Web3 with entertainment?

New boy band project combined with Web3 technology

Previously, "CryptoCity" reported that Yasushi Akimoto, an important promoter of AKB48 and Nogizaka46 and also a famous Japanese music producer, has once again joined hands with entertainment industry giants to launch a new boy group selection plan after launching the metaverse idol project "IDOL 3.0 Project" Draw "MEN'S YOAKE AUDITION 2024".

The audition is open to males aged 13 to 24 and will be open for registration from September 7 to October 31, 2024. It is worth noting that this project is not only another major music project for Yasushi Akimoto, but also introduces Web3 blockchain technology for the first time, using the "Soneium" blockchain developed by Sony, with the intention of completely changing the interaction between fans and idols. Way.
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360 billion yuan is invested in the US congressional election. Why choose Congress instead of the presidential election?What happened? Fairshake, a political action committee (PAC) established by the cryptocurrency industry, plans to invest $11.9 billion in Senate and House of Representatives elections to support cryptocurrency candidates. The composition of Congress directly affects the future of cryptocurrency and blockchain technology, so congressional elections are crucial to the industry. If Donald Trump wins the election, it may promote a rebound in the Bitcoin market; if Kamala Harris wins the election, the cryptocurrency industry may face a long-term downturn. The first debate of the US presidential election took place on September 11, Taiwan time, but neither party mentioned cryptocurrency.

360 billion yuan is invested in the US congressional election. Why choose Congress instead of the presidential election?

What happened?

Fairshake, a political action committee (PAC) established by the cryptocurrency industry, plans to invest $11.9 billion in Senate and House of Representatives elections to support cryptocurrency candidates.

The composition of Congress directly affects the future of cryptocurrency and blockchain technology, so congressional elections are crucial to the industry.

If Donald Trump wins the election, it may promote a rebound in the Bitcoin market; if Kamala Harris wins the election, the cryptocurrency industry may face a long-term downturn.

The first debate of the US presidential election took place on September 11, Taiwan time, but neither party mentioned cryptocurrency.
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區塊鏈成本大幅降低!跑一條自己的鏈,需要多少錢?運行一條自己的鏈,需要花多少錢? 過去一年,由於技術進步、獨特的市場進入策略的開發、專注於特定用例以及強大的社區參與,新 Layer 2 (L2) 解決方案的推出顯著增加。 儘管這一發展令人振奮,但主要挑戰仍然是如何以更具成本效益的方式擴展這些區塊鏈。運行應用鏈已成為一個關鍵解決方案,因為應用鏈能夠透過模組化基礎設施堆棧中的各種措施來管理區塊鏈的運營成本。 儘管以太坊等 L1 的特定舉措已經顯著降低了區塊鏈上的交易成本,但主要的rollups 和基礎設施提供商也在大力推動進一步提高可擴展性,並解鎖那些當前在鏈上執行成本過高的用例。 我們可以從以下幾個方面對這些發展進行分類和分析:a)L1 舉措,b)L2 舉措,以及 c)模組化基礎設施舉措,這些都在有意義地降低鏈上交易的進入壁壘。 最近,我們看到以太坊進行了一些升級,比如 EIP 1559 和 4844,這些升級降低了成本並提升了可擴展性。 Layer1 我們首先來看一下 L1 的舉措,這些舉措通過 EIP 1559 和 EIP 4844(Dencun 升級)等形式,幫助合理化了以太坊鏈上交易的成本。EIP 1559 引入了基礎費用加小費/優先費用的概念,以及基於擁堵的動態定價機制,為用戶提供了一種更好的機制,讓他們可以根據自己的優先度和網路擁堵情況來估算成本並進行交易。 而 EIP 4844 則通過引入 Blobs(二進位制大對象)的概念,為以太坊帶來了一種新的交易類型。這為 L2 提供了一種極其便宜的替代方案,使它們在 L1 結算交易時,可以將數據儲存在 Blob 中,而不是昂貴的 callData 中。 7 月 19 日基礎費用和優先費用的平均 gas 價格為 8 gwei Etherscan Blob 的實施大幅降低了交易成本,因為每位元組的儲存成本減少,同時每個區塊的容量也在擴大。Blob 不像 callData 那樣與以太坊交易競爭 gas,並且不會永久儲存,會在大約 18 天後從區塊鏈中移除。 Blob 由 4096 個欄位元素組成,每個欄位元素 32 位元組,每個區塊最多可包含 16 個 Blob,從而提供大約 2 MB(4096 * 32 位元組 * 每個區塊 16 個 Blob)的最大額外容量。 可以通過從較低容量開始(目前為 0.8 MB,目標大小為每個區塊 3 個 Blob,EIP 4844 後最多為 6 個)並在未來透過多次網路升級達到容量。 考慮到每個區塊 2-10KB 的 callData 的歷史基準,EIP 4844 理論上可以實現高達 384 倍的增長。 實際上,許多 L2 的費用在實施 EIP 4844 後減少了 90% 以上(見圖 2)。然而,僅僅依靠這些升級還不足以讓以太坊實現更大的可擴展性。在一個擁有數千個 rollup 的世界中,隨著鏈上大規模採用,對儲存空間的需求增加,交易成本可能會飆升。 EIP 4844 實施後,主要 L2 網絡的中位數 gas 費用減少 Binance Layer2 隨著 L2 將執行移至鏈下以降低成本並保持安全性,開源框架和收入共享模式等行業舉措正在塑造競爭激烈的「L2 堆棧戰爭」。 在上一個週期中,rollup 的出現旨在透過將執行移出主鏈來顯著降低鏈上操作的成本,同時仍然透過使用各種證明類型從主鏈獲得安全性。 optimistic rollup 允許單個誠實實體提交「欺詐證明」,通過識別不當行為的排序者獲得獎勵,而 ZK(零知識)rollup 使用零知識證明來驗證 L2 鏈的正確更新。 Rollup 操作員需要執行多種任務,包括: 排序:按順序組織終端用戶的交易,將其分組,並偶爾將這些分組的批次發布到 L1。 執行:儲存和執行操作,並更新 rollup 的狀態。 提議:提議者定期在 Layer 1 上更新 rollup 的狀態根,這對於確保區塊鏈保持去信任化並能被所有人驗證至關重要。 狀態根挑戰:提交狀態根欺詐的證據,並在 Layer 1 上對狀態根提出挑戰(僅適用於 optimistic Rollup)。 證明:為從 rollup 到 L1 的每個狀態根更新生成驗證(僅適用於 ZK Rollup)。 他們的收入來源於用戶支付的交易費用(排序者收入)和可以提取的潛在 MEV,不過需要注意的是,目前 MEV 尚未作為策略選擇被提取。 他們的成本主要來自 L2(運營成本)和 L1(數據可用性和結算)成本(見圖 3)。希望推出自己鏈的組織,理想情況下只有在預期交易費用高於計劃成本時才會這樣做。 Rollup 商業模式 探索 Rollup 生态系統 以太坊等基礎層網路通常對計算和儲存收費較高,因為大多數節點需要同步和驗證鏈。然而,在 rollup 中,只要有一個誠實的實體能夠驗證鏈,該鏈就被認為是安全的。 因此,rollup 對計算和儲存的收費較低,但對將交易“打包”成批並發布到 L1 的費用較高。因此,在 EIP 4844 引入之前,L1 成本占據 L2 成本基礎的高達 98%(見圖 4)。 EIP 4844 引入前 Optimism 上典型交易的費用分解 Biconomy 除了基礎層面的最佳化,L2 還積極推動進一步降低成本,這些舉措就是我們在文章開頭提到的 Layer 2 舉措,主要可以分為兩個類別——行業對齊或公司對齊。 行業對齊的舉措包括通過開源 L2 技術棧(rollup 框架)來允許新玩家構建自己的鏈。 儘管這波舉措是由 optimistic rollup 通過推出 OP Stack 和 Arbitrum Orbit 引領的,但其他成熟的 L2,包括 Polygon (Polygon CDK)、ZK Sync (ZK Stack) 和 Starkware (Madara Stack),也透過提供或宣布開源其專有技術來推動大規模採用。 公司對齊的舉措包括這些鏈通過直接收入/利潤分享模型,或通過擴展生態系統的間接效應,為其代幣積累價值的努力。Optimism 的 Superchain 願景、Arbitrum 的擴展計劃、Polygon 的聚合層、ZK Sync 的彈性鏈都是這種舉措的例子。 雖然這些計劃的具體細節可能不同,但它們的共同主題是一個普遍存在的網路,提供增強的互操作性和多重 rollup 之間的通信,並透過共享基礎層形式的關鍵基礎設施(如數據可用性、共享橋、聚合證明,僅適用於 ZK 鏈)來提高資本效率。這解決了當前以太坊生態系統中流動性分散和 rollup 間互操作性不足的問題。 然而,這些技術棧也允許各個鏈根據其在區塊時間、提取週期、最終性、代幣使用、gas 限制等參數上的需求,保持其獨特的訂製,從而消除因其他應用的牽引力導緻的高 gas 成本和延遲等公共鏈的劣勢。 雖然這些獨立的生態系統專注於增長和採用,但我們已經開始看到更成熟的參與者,如 Optimism 和 Arbitrum,實現了盈利。 Optimism 向希望成為其 Superchain 一部分的參與者徵收整體排序者收入的 2.5% 或排序者利潤(即排序者收入減去 L1 的結算和數據可用性成本)的 15% 的費用。Arbitrum 向使用其棧啟動 L2 的參與者收取排序者利潤的 10%。 而 ZK rollup 棧,包括 Polygon CDK 和 ZK Stack,目前可以免費使用,但隨著它們的發展和獲得吸引力,可能會內建可持續的經濟模式。 正式的「L2 棧戰爭」已經打響,各大生態系統正透過獨特策略爭奪重要項目的加入(參見圖 5)。 Optimism 宣布向 Superchain 構建者提供 2200 萬美元的贈款,並根據使用和參與情況向他們進行回溯性空投,而 ZK Sync 提供了 2200 萬美元,用於將 Lens 從 Polygon 引入其棧。 Arbitrum 允許任何人免費使用其棧,只要他們在 Arbitrum 上啟動為 L3 鏈(L3 鏈是使用 L2 作為結算層而不是以太坊的鏈),因為它受益於 L3 活動的增加,這些 L3 鏈將在其生命週期內最終支付給 Arbitrum 的結算成本。 使用 L2 棧的項目在整個生态系統中的分布 RaaS 和替代結算及數據可用性解決方案重新定義了區塊鏈的成本結構,未來模組化基礎設施的創新有望帶來更多節省。 儘管有這些技術棧的支持,運行區塊鏈仍然需要大量的運營開銷、人力、專業知識和資源。希望吸引鏈上終端用戶的開發者不願因處理鏈基礎設施的運行和維護而分心,他們更希望專注於核心業務活動。 這一問題的出現導致了 RaaS(Rollup as a Service)提供商的迅速增加,他們與開發者合作,利用前面討論的成熟 L2 框架/棧來簡化鏈操作的複雜性。 這些提供商提供的服務包括節點操作、軟體更新、基礎設施管理,以及排序、索引和分析等產品。RaaS 提供商在爭奪市場份額時採取了不同策略,有些與特定 L2 的生態系統對齊,而另一些則採取框架無關的方法,提供跨所有生態系統的集成。 Conduit 和 Nexus Network 與 optimistic rollups (如 Optimism 和 Arbitrum)對齊,而 Truezk、Karnot 和 Slush 則專注於 ZK 鏈。同時, Caldera、Zeeve、Alt Layer 和 Gelato 提供跨 optimistic 和 ZK rollups 的集成。 這些提供商的典型商業模式包括收取固定費用和一部分排序者利潤。 運行 optimistic rollups 的月訂閱費用通常在 3,000 到 4,000 美元之間,而運行 ZK rollups 由於生成 ZK 證明所需的密集計算和極高的證明驗證成本,費用可能翻倍至 9,500 到 14,000 美元(詳細資訊請參見圖 6)。 此外,徵收 3-5% 的排序者利潤分享,以便 RaaS 提供商和 rollups 之間的激勵保持一緻,使他們能夠在這些鏈獲得發展時獲得經濟收益。 Caldera 正在探索一種不同的模式,其 Metalayer 願景僅收取 2% 的可變排序者利潤分享,沒有固定成本,旨在通過在 optimistic 和 ZK 棧中使用 Caldera 實現鏈間互操作性。 ZK 證明驗證的成本 Nebra 需要注意的是,由於行業的動態特性和特別是在 ZK 方面的團隊努力,RaaS 提供商的訂閱費用可能會進一步降低。 此外,由於缺乏強大的消費者 Web3 業務,面向大型消費者的應用程式可能與基礎設施提供商協商更有利的經濟共享協議,因此初期定價在各應用程式間可能不統一。 如前所述,rollups 的最大開支是 L1 成本,包括數據可用性和結算的費用。一個處理 1 億筆交易的標準 rollups ,其 L1 成本每月可能高達 25,000 美元,這使得 L1 結算僅對生態系統中最大或使用最頻繁的鏈來說是可行的。 對替代結算和數據可用性解決方案的需求促使專注於這些層的參與者最佳化成本和性能。在數據可用性方面,以太坊的替代方案包括 Celestia、Near、EigenDA ,而前面討論的成熟 L2 則旨在成為 rollups 的結算層,這些 rollups 可以被歸類為 L3。這些參與者將 rollups 的結算和數據可用性成本降低了幾個數量級。 圖 7 大致展示了如果 rollups 將 callData 發布到 Celestia 而不是以太坊時的成本節省情況。值得注意的是,隨著交易量的增加,成本節省的幅度呈指數增長。 使用 Celestia 相對于以太坊的 rollups 成本節省 Lenses 除了數據可用性成本外,還需要額外的結算成本,即 Celestia 在以太坊上發布一個指針,以便追溯到 Celestia 上的相關區塊,從而保證在 Celestia 上發布的數據的排序和完整性。 在模組化基礎設施棧中,替代數據可用性和 RaaS 提供商的專門參與者的發展,統稱為模組化基礎設施計劃。 在這一類別中,還有其他垂直領域正在探索進一步的成本最佳化,包括共享排序(如 Espresso、Astria、Radius)、證明聚合(如 Nebra、Electron)等。 這些目前處於開發的早期階段,預計隨著行業的成熟,成本將繼續下降。 儘管鏈上操作的成本大幅降低,Web2 創始人在決定推出自己的鏈之前,仍需進行徹底的成本收益分析。 Web2 創始人需要仔細評估推出自己鏈的成本收益,因為儘管鏈上成本有所降低,但這些成本可能仍然參照 Web2 標準。 運行鏈的總成本取決於每個鏈的具體使用需求,不過我們可以大緻估算每月處理 200 萬筆交易的平均 optimistic 或 ZK 鏈在使用替代數據可用性解決方案時的成本,如圖 8 所示。 rollups 的成本結構示例 儘管在行業和各鏈層面進行了多種最佳化,每月所需的資金投入仍包括 ZK rollups 的總成本為 10,500 美元至 16,500 美元, optimistic rollups 為 4,000 美元至 6,500 美元。 此外,一旦鏈開始盈利,還需分配高達 20% 的排序器利潤。 本文中強調的三大類舉措是推動行業普及的關鍵,最終目標是縮小去中心化應用程式與 Web2 之間的成本和便利性差距。 對於開發者而言,基於最終用戶需求、產品優先度、用例所需的性能指標及現有市場吸引力,進行獨立鏈與基於現有鏈構建的成本效益分析至關重要。 我們意識到需要構建解決方案,縮小 Web3 和 Web2 基礎設施之間的成本和性能差異,因為社會對去中心化系統的偏好還不足以推動 Web3 的廣泛應用。這一挑戰仍是區塊鏈大規模普及的主要瓶頸,我們期待與在這一領域創新的創始人會面! 我們感謝來自 Zeeve 的 Dr. Ravi、Nexus Network 的 Mayank、Rabble 的 Raghu、Numia 的 Rafael、Karnot 的 Apoorv、Nebra 的 Shumo、Electron 的 Garvit 和 Lysto 的 Yush,他們慷慨地分享了寶貴見解,並已將其整合到本文中。 Hashed Emergent 可能已經或將來會投資本文中提到的公司。本文內容僅供資訊參考,不應視為投資建議。在做出任何投資決策之前,請自行進行研究。 本文合作轉載自:深潮 更多報導 區塊鏈社團成百人大社,臺大研究派、輔大實務派都提供了什麼課程? 交易量曾超越比特幣,紅極一時的「Friend.tech」怎麼突然宣告不治?

區塊鏈成本大幅降低!跑一條自己的鏈,需要多少錢?

運行一條自己的鏈,需要花多少錢?

過去一年,由於技術進步、獨特的市場進入策略的開發、專注於特定用例以及強大的社區參與,新 Layer 2 (L2) 解決方案的推出顯著增加。

儘管這一發展令人振奮,但主要挑戰仍然是如何以更具成本效益的方式擴展這些區塊鏈。運行應用鏈已成為一個關鍵解決方案,因為應用鏈能夠透過模組化基礎設施堆棧中的各種措施來管理區塊鏈的運營成本。

儘管以太坊等 L1 的特定舉措已經顯著降低了區塊鏈上的交易成本,但主要的rollups 和基礎設施提供商也在大力推動進一步提高可擴展性,並解鎖那些當前在鏈上執行成本過高的用例。

我們可以從以下幾個方面對這些發展進行分類和分析:a)L1 舉措,b)L2 舉措,以及 c)模組化基礎設施舉措,這些都在有意義地降低鏈上交易的進入壁壘。

最近,我們看到以太坊進行了一些升級,比如 EIP 1559 和 4844,這些升級降低了成本並提升了可擴展性。

Layer1

我們首先來看一下 L1 的舉措,這些舉措通過 EIP 1559 和 EIP 4844(Dencun 升級)等形式,幫助合理化了以太坊鏈上交易的成本。EIP 1559 引入了基礎費用加小費/優先費用的概念,以及基於擁堵的動態定價機制,為用戶提供了一種更好的機制,讓他們可以根據自己的優先度和網路擁堵情況來估算成本並進行交易。

而 EIP 4844 則通過引入 Blobs(二進位制大對象)的概念,為以太坊帶來了一種新的交易類型。這為 L2 提供了一種極其便宜的替代方案,使它們在 L1 結算交易時,可以將數據儲存在 Blob 中,而不是昂貴的 callData 中。

7 月 19 日基礎費用和優先費用的平均 gas 價格為 8 gwei Etherscan

Blob 的實施大幅降低了交易成本,因為每位元組的儲存成本減少,同時每個區塊的容量也在擴大。Blob 不像 callData 那樣與以太坊交易競爭 gas,並且不會永久儲存,會在大約 18 天後從區塊鏈中移除。

Blob 由 4096 個欄位元素組成,每個欄位元素 32 位元組,每個區塊最多可包含 16 個 Blob,從而提供大約 2 MB(4096 * 32 位元組 * 每個區塊 16 個 Blob)的最大額外容量。

可以通過從較低容量開始(目前為 0.8 MB,目標大小為每個區塊 3 個 Blob,EIP 4844 後最多為 6 個)並在未來透過多次網路升級達到容量。

考慮到每個區塊 2-10KB 的 callData 的歷史基準,EIP 4844 理論上可以實現高達 384 倍的增長。

實際上,許多 L2 的費用在實施 EIP 4844 後減少了 90% 以上(見圖 2)。然而,僅僅依靠這些升級還不足以讓以太坊實現更大的可擴展性。在一個擁有數千個 rollup 的世界中,隨著鏈上大規模採用,對儲存空間的需求增加,交易成本可能會飆升。

EIP 4844 實施後,主要 L2 網絡的中位數 gas 費用減少 Binance

Layer2

隨著 L2 將執行移至鏈下以降低成本並保持安全性,開源框架和收入共享模式等行業舉措正在塑造競爭激烈的「L2 堆棧戰爭」。

在上一個週期中,rollup 的出現旨在透過將執行移出主鏈來顯著降低鏈上操作的成本,同時仍然透過使用各種證明類型從主鏈獲得安全性。

optimistic rollup 允許單個誠實實體提交「欺詐證明」,通過識別不當行為的排序者獲得獎勵,而 ZK(零知識)rollup 使用零知識證明來驗證 L2 鏈的正確更新。

Rollup 操作員需要執行多種任務,包括:

排序:按順序組織終端用戶的交易,將其分組,並偶爾將這些分組的批次發布到 L1。

執行:儲存和執行操作,並更新 rollup 的狀態。

提議:提議者定期在 Layer 1 上更新 rollup 的狀態根,這對於確保區塊鏈保持去信任化並能被所有人驗證至關重要。

狀態根挑戰:提交狀態根欺詐的證據,並在 Layer 1 上對狀態根提出挑戰(僅適用於 optimistic Rollup)。

證明:為從 rollup 到 L1 的每個狀態根更新生成驗證(僅適用於 ZK Rollup)。

他們的收入來源於用戶支付的交易費用(排序者收入)和可以提取的潛在 MEV,不過需要注意的是,目前 MEV 尚未作為策略選擇被提取。

他們的成本主要來自 L2(運營成本)和 L1(數據可用性和結算)成本(見圖 3)。希望推出自己鏈的組織,理想情況下只有在預期交易費用高於計劃成本時才會這樣做。

Rollup 商業模式 探索 Rollup 生态系統

以太坊等基礎層網路通常對計算和儲存收費較高,因為大多數節點需要同步和驗證鏈。然而,在 rollup 中,只要有一個誠實的實體能夠驗證鏈,該鏈就被認為是安全的。

因此,rollup 對計算和儲存的收費較低,但對將交易“打包”成批並發布到 L1 的費用較高。因此,在 EIP 4844 引入之前,L1 成本占據 L2 成本基礎的高達 98%(見圖 4)。

EIP 4844 引入前 Optimism 上典型交易的費用分解 Biconomy

除了基礎層面的最佳化,L2 還積極推動進一步降低成本,這些舉措就是我們在文章開頭提到的 Layer 2 舉措,主要可以分為兩個類別——行業對齊或公司對齊。

行業對齊的舉措包括通過開源 L2 技術棧(rollup 框架)來允許新玩家構建自己的鏈。

儘管這波舉措是由 optimistic rollup 通過推出 OP Stack 和 Arbitrum Orbit 引領的,但其他成熟的 L2,包括 Polygon (Polygon CDK)、ZK Sync (ZK Stack) 和 Starkware (Madara Stack),也透過提供或宣布開源其專有技術來推動大規模採用。

公司對齊的舉措包括這些鏈通過直接收入/利潤分享模型,或通過擴展生態系統的間接效應,為其代幣積累價值的努力。Optimism 的 Superchain 願景、Arbitrum 的擴展計劃、Polygon 的聚合層、ZK Sync 的彈性鏈都是這種舉措的例子。

雖然這些計劃的具體細節可能不同,但它們的共同主題是一個普遍存在的網路,提供增強的互操作性和多重 rollup 之間的通信,並透過共享基礎層形式的關鍵基礎設施(如數據可用性、共享橋、聚合證明,僅適用於 ZK 鏈)來提高資本效率。這解決了當前以太坊生態系統中流動性分散和 rollup 間互操作性不足的問題。

然而,這些技術棧也允許各個鏈根據其在區塊時間、提取週期、最終性、代幣使用、gas 限制等參數上的需求,保持其獨特的訂製,從而消除因其他應用的牽引力導緻的高 gas 成本和延遲等公共鏈的劣勢。

雖然這些獨立的生態系統專注於增長和採用,但我們已經開始看到更成熟的參與者,如 Optimism 和 Arbitrum,實現了盈利。

Optimism 向希望成為其 Superchain 一部分的參與者徵收整體排序者收入的 2.5% 或排序者利潤(即排序者收入減去 L1 的結算和數據可用性成本)的 15% 的費用。Arbitrum 向使用其棧啟動 L2 的參與者收取排序者利潤的 10%。

而 ZK rollup 棧,包括 Polygon CDK 和 ZK Stack,目前可以免費使用,但隨著它們的發展和獲得吸引力,可能會內建可持續的經濟模式。

正式的「L2 棧戰爭」已經打響,各大生態系統正透過獨特策略爭奪重要項目的加入(參見圖 5)。

Optimism 宣布向 Superchain 構建者提供 2200 萬美元的贈款,並根據使用和參與情況向他們進行回溯性空投,而 ZK Sync 提供了 2200 萬美元,用於將 Lens 從 Polygon 引入其棧。

Arbitrum 允許任何人免費使用其棧,只要他們在 Arbitrum 上啟動為 L3 鏈(L3 鏈是使用 L2 作為結算層而不是以太坊的鏈),因為它受益於 L3 活動的增加,這些 L3 鏈將在其生命週期內最終支付給 Arbitrum 的結算成本。

使用 L2 棧的項目在整個生态系統中的分布

RaaS 和替代結算及數據可用性解決方案重新定義了區塊鏈的成本結構,未來模組化基礎設施的創新有望帶來更多節省。

儘管有這些技術棧的支持,運行區塊鏈仍然需要大量的運營開銷、人力、專業知識和資源。希望吸引鏈上終端用戶的開發者不願因處理鏈基礎設施的運行和維護而分心,他們更希望專注於核心業務活動。

這一問題的出現導致了 RaaS(Rollup as a Service)提供商的迅速增加,他們與開發者合作,利用前面討論的成熟 L2 框架/棧來簡化鏈操作的複雜性。

這些提供商提供的服務包括節點操作、軟體更新、基礎設施管理,以及排序、索引和分析等產品。RaaS 提供商在爭奪市場份額時採取了不同策略,有些與特定 L2 的生態系統對齊,而另一些則採取框架無關的方法,提供跨所有生態系統的集成。

Conduit 和 Nexus Network 與 optimistic rollups (如 Optimism 和 Arbitrum)對齊,而 Truezk、Karnot 和 Slush 則專注於 ZK 鏈。同時, Caldera、Zeeve、Alt Layer 和 Gelato 提供跨 optimistic 和 ZK rollups 的集成。

這些提供商的典型商業模式包括收取固定費用和一部分排序者利潤。

運行 optimistic rollups 的月訂閱費用通常在 3,000 到 4,000 美元之間,而運行 ZK rollups 由於生成 ZK 證明所需的密集計算和極高的證明驗證成本,費用可能翻倍至 9,500 到 14,000 美元(詳細資訊請參見圖 6)。

此外,徵收 3-5% 的排序者利潤分享,以便 RaaS 提供商和 rollups 之間的激勵保持一緻,使他們能夠在這些鏈獲得發展時獲得經濟收益。

Caldera 正在探索一種不同的模式,其 Metalayer 願景僅收取 2% 的可變排序者利潤分享,沒有固定成本,旨在通過在 optimistic 和 ZK 棧中使用 Caldera 實現鏈間互操作性。

ZK 證明驗證的成本 Nebra

需要注意的是,由於行業的動態特性和特別是在 ZK 方面的團隊努力,RaaS 提供商的訂閱費用可能會進一步降低。

此外,由於缺乏強大的消費者 Web3 業務,面向大型消費者的應用程式可能與基礎設施提供商協商更有利的經濟共享協議,因此初期定價在各應用程式間可能不統一。

如前所述,rollups 的最大開支是 L1 成本,包括數據可用性和結算的費用。一個處理 1 億筆交易的標準 rollups ,其 L1 成本每月可能高達 25,000 美元,這使得 L1 結算僅對生態系統中最大或使用最頻繁的鏈來說是可行的。

對替代結算和數據可用性解決方案的需求促使專注於這些層的參與者最佳化成本和性能。在數據可用性方面,以太坊的替代方案包括 Celestia、Near、EigenDA ,而前面討論的成熟 L2 則旨在成為 rollups 的結算層,這些 rollups 可以被歸類為 L3。這些參與者將 rollups 的結算和數據可用性成本降低了幾個數量級。

圖 7 大致展示了如果 rollups 將 callData 發布到 Celestia 而不是以太坊時的成本節省情況。值得注意的是,隨著交易量的增加,成本節省的幅度呈指數增長。

使用 Celestia 相對于以太坊的 rollups 成本節省 Lenses

除了數據可用性成本外,還需要額外的結算成本,即 Celestia 在以太坊上發布一個指針,以便追溯到 Celestia 上的相關區塊,從而保證在 Celestia 上發布的數據的排序和完整性。

在模組化基礎設施棧中,替代數據可用性和 RaaS 提供商的專門參與者的發展,統稱為模組化基礎設施計劃。

在這一類別中,還有其他垂直領域正在探索進一步的成本最佳化,包括共享排序(如 Espresso、Astria、Radius)、證明聚合(如 Nebra、Electron)等。

這些目前處於開發的早期階段,預計隨著行業的成熟,成本將繼續下降。

儘管鏈上操作的成本大幅降低,Web2 創始人在決定推出自己的鏈之前,仍需進行徹底的成本收益分析。

Web2 創始人需要仔細評估推出自己鏈的成本收益,因為儘管鏈上成本有所降低,但這些成本可能仍然參照 Web2 標準。

運行鏈的總成本取決於每個鏈的具體使用需求,不過我們可以大緻估算每月處理 200 萬筆交易的平均 optimistic 或 ZK 鏈在使用替代數據可用性解決方案時的成本,如圖 8 所示。

rollups 的成本結構示例

儘管在行業和各鏈層面進行了多種最佳化,每月所需的資金投入仍包括 ZK rollups 的總成本為 10,500 美元至 16,500 美元, optimistic rollups 為 4,000 美元至 6,500 美元。

此外,一旦鏈開始盈利,還需分配高達 20% 的排序器利潤。

本文中強調的三大類舉措是推動行業普及的關鍵,最終目標是縮小去中心化應用程式與 Web2 之間的成本和便利性差距。

對於開發者而言,基於最終用戶需求、產品優先度、用例所需的性能指標及現有市場吸引力,進行獨立鏈與基於現有鏈構建的成本效益分析至關重要。

我們意識到需要構建解決方案,縮小 Web3 和 Web2 基礎設施之間的成本和性能差異,因為社會對去中心化系統的偏好還不足以推動 Web3 的廣泛應用。這一挑戰仍是區塊鏈大規模普及的主要瓶頸,我們期待與在這一領域創新的創始人會面!

我們感謝來自 Zeeve 的 Dr. Ravi、Nexus Network 的 Mayank、Rabble 的 Raghu、Numia 的 Rafael、Karnot 的 Apoorv、Nebra 的 Shumo、Electron 的 Garvit 和 Lysto 的 Yush,他們慷慨地分享了寶貴見解,並已將其整合到本文中。

Hashed Emergent 可能已經或將來會投資本文中提到的公司。本文內容僅供資訊參考,不應視為投資建議。在做出任何投資決策之前,請自行進行研究。

本文合作轉載自:深潮

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