比特幣減半加劇了對未經驗證的 Layer 2 專案的猜測

由於預計比特幣即將減半，交易者正在投機性的第二層平台上投資數十億美元。儘管新的比特幣第 2 層尚未投入運營且未在流行的區塊鏈追蹤器上列出，但它比現有的以太坊同類產品積累了更多的鎖定資金。 Layer 2 可以在不影響去中心化的情況下增強交易能力，在以太坊上已經很流行，但比特幣的減半引發了人們對這些解決方案的極大興趣。

Bitcoin's Halving Sparks Surge in Speculation on Unverified Layer 2 Projects

比特幣減半引發對未經驗證的 Layer 2 專案的猜測激增

Amidst heightened anticipation for Bitcoin's highly publicized halving, traders are pouring billions of dollars into speculative layer 2 projects that have yet to launch. Notably, a nascent Bitcoin layer 2 project, currently unidentified on established blockchain tracking platforms such as DeFiLlama, has garnered a staggering total value locked (TVL) that eclipses that of established Ethereum layer 2 solutions like Optimism, Arbitrum, Base, and Blast.

在人們對比特幣減半的高度預期中，交易員正在向尚未啟動的投機性第二層項目投入數十億美元。值得注意的是，一個新興的比特幣第2 層項目目前在DeFiLlama 等成熟的區塊鏈追蹤平台上尚未被識別，它已經獲得了驚人的總鎖定價值(TVL)，使Optimism、Arbitrum、 Base 和Blast 等成熟的以太坊第2 層解決方案黯然失色。

Layer 2 solutions operate as separate blockchains connected to the primary blockchain. They typically aim to enhance transaction efficiency and scalability while mitigating fees and preserving decentralization. Ethereum has actively promoted roll-up solutions, leading to a proliferation of layer 2 projects within its ecosystem.

第 2 層解決方案作為連接到主區塊鏈的單獨區塊鏈運行。他們通常旨在提高交易效率和可擴展性，同時降低費用並保持去中心化。以太坊積極推廣 Roll-up 解決方案，導致其生態系統內的 Layer 2 計畫激增。

The precise definition of a layer 2 project remains a subject of debate, with numerous blockchain projects leveraging the term to imply their classification as layer 2 despite maintaining distinct node networks, security models, and proprietary tokens.

Layer 2 專案的精確定義仍然是一個爭論的話題，儘管維護著不同的節點網路、安全模型和專有代幣，但許多區塊鏈專案都利用該術語來暗示它們屬於 Layer 2 的分類。

However, the majority of crypto enthusiasts associate layer 2 projects with contemporary sidechains like Ethereum's Optimism, Arbitrum, Base, and Blast, rather than legacy sidechains such as Omni or Counterparty.

然而，大多數加密愛好者將 Layer 2 專案與以太坊的 Optimism、Arbitrum、Base 和 Blast 等當代側鏈聯繫起來，而不是 Omni 或 Counterparty 等傳統側鏈。

Bitcoin, in contrast to Ethereum, supports only rudimentary smart contracts and has historically witnessed limited adoption of layer 2 solutions. TVL serves as a widely accepted metric for gauging the amount of layer 1 money (ETH) transferred to a layer 2 (ETH-on-Arbitrum).

與以太坊相反，比特幣僅支援基本的智慧合約，並且歷史上第 2 層解決方案的採用有限。 TVL 是一種廣泛接受的指標，用於衡量轉移到第 2 層（ETH-on-Arbitrum）的第 1 層貨幣（ETH）數量。

Based on this TVL metric, the emerging Bitcoin layer 2 project has attracted over $3 billion worth of BTC, surpassing the $2.5 billion on Ethereum's Arbitrum, $1.5 billion on Ethereum's Base, $838 million on Ethereum's Optimism, and $1.4 billion on Ethereum's Blast.

根據這項TVL 指標，新興的比特幣第2 層項目吸引了價值超過30 億美元的BTC，超過了以太坊Arbitrum 的25 億美元、以太坊Base 的15 億美元、以太坊Optimism 的8.38 億美元和以太坊Blast 的14 億美元。

This Bitcoin halving is positioned to become the most expensive yet, surpassing all previous halvings in terms of its perceived significance.

這次比特幣減半將成為迄今為止最昂貴的減半，就其感知意義而言，將超越之前所有的減半。

The aforementioned Bitcoin layer 2 project began developing infrastructure upon the launch of Ordinals on Bitcoin. While it currently supports a limited number of early assets like BRC-20 memecoins, it has gained significant momentum in recent weeks.

上述比特幣第 2 層項目在比特幣上推出 Ordinals 後就開始開發基礎設施。雖然它目前支持 BRC-20 memecoins 等有限數量的早期資產，但最近幾週它獲得了巨大的發展勢頭。

Its initial traction stemmed from its support for Ordinals, but pre-halving speculators have flocked to the platform due to its promise to support Runes post-halving. Runes is an upcoming fungible token protocol developed by the renowned creator of Bitcoin Ordinals.

它最初的吸引力源於對序數的支持，但由於其承諾在減半後支持符文，減半前的投機者紛紛湧向該平台。 Runes 是即將推出的可替代代幣協議，由比特幣序數的著名創建者開發。

The convergence of factors such as Runes, numismatic artifacts, and celebratory events has amplified anticipation for this Bitcoin halving. The surge in layer 2 TVL figures and substantial bids for a single block of transactions indicate that Bitcoin's halving could become the most lucrative day for speculators in the history of cryptocurrencies.

符文、錢幣文物和慶祝活動等因素的融合增強了人們對比特幣減半的預期。第 2 層 TVL 數據的激增以及對單一交易區塊的大幅出價表明，比特幣減半可能成為加密貨幣歷史上投機者最賺錢的一天。