互聯二層鏈的區塊鏈概念

區塊鏈生態系統正在經歷前所未有的 Layer 2 解決方案激增，像 Uniswap 這樣的加密巨頭推出了自己的鏈——Unichain。

The blockchain ecosystem is experiencing an exciting era with the rapid proliferation of Layer 2 (L2) solutions, driven by crypto giants like Uniswap launching their own chain called Unichain. Onboarding and retaining users is a critical aspect for any L2 blockchain. Both Coinbase and Kraken, Tier 1 centralized exchanges, have an advantage by tapping into their already established user bases of 8.8M and 10M in 2024, respectively, as shared by BitDegree.

區塊鏈生態系統正在經歷一個令人興奮的時代，在 Uniswap 等加密巨頭推出自己的名為 Unichain 的區塊鏈的推動下，第 2 層 (L2) 解決方案迅速普及。對於任何 L2 區塊鏈來說，吸引和留住用戶都是關鍵方面。正如 BitDegree 所分享的那樣，Coinbase 和 Kraken 都是一級中心化交易所，它們在 2024 年分別擁有 880 萬和 1000 萬的用戶基礎，因此具有優勢。

According to L2Beat, an analytics platform focused on L2s, there are over a hundred L2 networks with various development stages and business positioning. This surge raises important questions about necessity, sustainability, and the future of blockchain scaling. Ethereum’s Duncun upgrade also challenged many L2s with a significant drop in network fees, making Ethereum more affordable. Now, the L2 race is all about attracting the right business.

根據專注於L2的分析平台L2Beat的數據，目前有一百多個L2網絡，不同的發展階段和業務定位。這種激增引發了有關區塊鏈擴展的必要性、可持續性和未來的重要問題。以太坊的 Duncun 升級也對許多 L2 提出了挑戰，網路費用大幅下降，使以太坊變得更加實惠。現在，L2 競賽的重點是吸引合適的業務。

Unfortunately, this flood of new L2s is a double-edged sword. Sure, we are all for advocating for blockchain innovation, but without a thought-through business focus, we might be headed for a shake-out where smaller players either need to partner up or accept the label of a ghost chain. Ultimately, the winning chains will crack the code on truly impactful strategies—whether through specialized purpose, targeting a niche, or just making things dead simple for users.

不幸的是，大量新的 L2 是一把雙面刃。當然，我們都支持區塊鏈創新，但如果沒有經過深思熟慮的業務重點，我們可能會面臨一場洗牌，規模較小的參與者要么需要合作，要么接受幽靈鏈的標籤。最終，獲勝的連鎖店將破解真正有影響力的策略的代碼——無論是透過專門目的、瞄準利基市場，還是只是讓事情對用戶來說變得非常簡單。

The EVM Dominance

EVM 的主導地位

Ethereum's dominance has established the Ethereum Virtual Machine as the de facto standard for chain development. Vitalik Buterin, Ethereum's co-founder, envisions a future where L2s play a crucial role in scaling the network while maintaining its decentralized ethos. In 2022, he proposed a scheme for L2 classification on the Ethereum Magicians website, with Stage 1 being referred to as minimum viable decentralization. He recently highlighted its importance in his X post.

以太坊的主導地位使以太坊虛擬機器成為鏈開發的事實上的標準。以太坊聯合創始人 Vitalik Buterin 設想，未來 L2 將在擴展網路的同時保持其去中心化精神方面發揮至關重要的作用。 2022年，他在以太坊魔術師網站上提出了L2分類方案，其中第一階段被稱為最小可行去中心化。他最近在他的 X 帖子中強調了它的重要性。

The cultural impact of Ethereum and its L2s can't be understated with various ecosystems attracting participants from degens and regens, all the way to financial institutions. This has led to a rich ecosystem of L2 solutions, each bringing unique value propositions to the table, leveraging their business USPs and connections. At the end of the day, for a chain to be successful, business capability outweighs technical settings, with Base being a good example as an L2 that exceeded Optimism’s 5.8B of Total Value Locked with their $8.2B, even though Base itself is launched on Optimism's technology stack.

以太坊及其 L2 的文化影響不可低估，各種生態系統吸引從 degens 和 regens 一直到金融機構的參與者。這催生了豐富的 L2 解決方案生態系統，每個解決方案都利用其業務 USP 和聯繫帶來獨特的價值主張。歸根結底，對於一個成功的連鎖店來說，業務能力勝過技術設置，Base 就是一個很好的例子，作為 L2，它以 8.2B 美元的價格超過了 Optimism 鎖定的 5.8B 總價值，儘管 Base 本身是在Optimism 的技術棧。

2023 KEY EVENTS RECAP: PART II: Deep Dive Into New L2s, NFT Trends, And More! Several distinct motivations drive the creation of new L2 networks that we observe right now across the industry. Following up on a major success behind Coinbase’s chain as per financial statement on Token Terminal, Kraken, another highly sought-after centralized exchange has announced their own L2 called “Ink”. CEXs are tapping into millions of already onbo

2023 年關鍵事件回顧：第二部分：深入探討新的 L2、NFT 趨勢等！我們目前在整個產業中觀察到，有幾個不同的動機推動了新的 L2 網路的創建。根據 Token Terminal 上的財務報表，繼 Coinbase 鏈取得重大成功之後，另一家備受追捧的中心化交易所 Kraken 宣布推出自己的 L2，稱為「Ink」。 CEX 正在利用數以百萬計的已經上線的用戶