互联二层链的区块链概念

区块链生态系统正在经历前所未有的 Layer 2 解决方案激增，像 Uniswap 这样的加密巨头推出了自己的链——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.

区块链生态系统正在经历一个激动人心的时代，在 Uniswap 等加密巨头推出自己的名为 Unichain 的区块链的推动下，第 2 层 (L2) 解决方案迅速普及。对于任何 L2 区块链来说，吸引和留住用户都是一个关键方面。正如 BitDegree 所分享的那样，Coinbase 和 Kraken 都是一级中心化交易所，它们在 2024 年分别拥有 880 万和 1000 万的用户基础，因此具有优势。

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.

根据专注于L2的分析平台L2Beat的数据，目前有一百多个L2网络，不同的发展阶段和业务定位。这种激增引发了有关区块链扩展的必要性、可持续性和未来的重要问题。以太坊的 Duncun 升级也对许多 L2 提出了挑战，网络费用大幅下降，使以太坊变得更加实惠。现在，L2 竞赛的重点是吸引合适的业务。

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 是一把双刃剑。当然，我们都支持区块链创新，但如果没有经过深思熟虑的业务重点，我们可能会面临一场洗牌，规模较小的参与者要么需要合作，要么接受幽灵链的标签。最终，获胜的连锁店将破解真正有影响力的策略的代码——无论是通过专门目的、瞄准利基市场，还是只是让事情对用户来说变得非常简单。

The EVM Dominance

EVM 的主导地位

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.

以太坊的主导地位使以太坊虚拟机成为链开发的事实上的标准。以太坊联合创始人 Vitalik Buterin 设想，未来 L2 将在扩展网络的同时保持其去中心化精神方面发挥至关重要的作用。 2022年，他在以太坊魔术师网站上提出了L2分类方案，其中第一阶段被称为最小可行去中心化。他最近在他的 X 帖子中强调了它的重要性。

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 的文化影响不可低估，各种生态系统吸引着从 degens 和 regens 一直到金融机构的参与者。这催生了丰富的 L2 解决方案生态系统，每个解决方案都利用其业务 USP 和联系带来独特的价值主张。归根结底，对于一个成功的连锁店来说，业务能力胜过技术设置，Base 就是一个很好的例子，作为 L2，它以 8.2B 美元的价格超过了 Optimism 锁定的 5.8B 总价值，尽管 Base 本身是在Optimism 的技术栈。

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 年关键事件回顾：第二部分：深入探讨新的 L2、NFT 趋势等！我们目前在整个行业中观察到，有几个不同的动机推动了新的 L2 网络的创建。根据 Token Terminal 上的财务报表，继 Coinbase 链取得重大成功之后，另一家备受追捧的中心化交易所 Kraken 宣布推出自己的 L2，称为“Ink”。 CEX 正在利用数以百万计的已经上线的用户