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Aptos横空出世 2022年公链出现新叙事?
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从这一轮牛市的公链轮动爆发来看,尽管以太坊有先发优势,但公链格局还未成定数。比如说轻技术、重生态的Solana,利用引入流动性挖矿,为开发者提供补贴,举办黑客马拉松,提供捐款资金等措施以激励用户体验他们的平台,相反,Polygon、Fantom、Harmony、Avalanche、Celo 和 NEAR 则另辟蹊径,相继推出激励计划进而促进其生态繁荣。不论是通过生态激励,更好的连接以太坊,或是引入爆款级应用,公链都能迅速占领市场份额。在公链正式上线或生态爆发之前早早透支预期的公链市场表现稍差,可以看出公链是由需求驱动的领域。
上轮牛市公链受益于 DeFi、NFT 应用爆发以及以太坊处理能力不足,谁能提供新应用所需的性能支持和资金支持,就能快速发展。这个逻辑预计在下一周期会稍有所不同,原因是经过市场沉淀,穿越牛熊优质的应用会占领更多市场,相应这些应用所在的公链就会因此受益。
公链发展的三难困境
众所周知,区块链的可拓展性三难困境,此概念是 V 神提出的,意思是区块链在优化架构时必须平衡以下三大性能,即去中心化、安全、速度。目前整个公链的发展都受到不可能三角的限制,各类区块链模型无论采用哪种共识机制来决定新区块的生成方式,都难以同时兼顾去中心化、安全、速度这3项要求,只能三者取其二。
最近一家名为Aptos的初创公司,凭着Facebook、libra前员工、区块链新平台等概念拿下了a16z领投2亿美元的战略投资,成为了新一批公链中备受瞩目的新星。
Aptos的愿景是为所有人构建更可靠和可扩展的区块链。对比于其他主流公链,Aptos的项目背景尤为亮眼:
1、开发团队实力雄厚
Aptos由Meta(原 Facebook)稳定币项目 Diem 前团队成员发起,Aptos 的联合创始人兼首席技术官 Avery Ching 曾在 Facebook 担任首席软件工程师超过 10 年,并且是原 Meta 旗下加密平台 Novi 团队的技术负责人,专注于区块链技术的各个方面的开发,同时也维护 Diem 区块链。开发团队中的 Alden Hu、Dahlia Malkhi |
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