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继续昨天的话题,公链的另外两个趋势
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Move&Diem匪帮 + 模块化

本以为ICP的上线已经关上了公链的大门,毕竟一个公链从开发到生态繁荣要几年的时间,现在的时间窗口已经不够了,但在资本魔力下,这可能都不是事儿…

最近有篇新的十大公链的文传的比较火,新的L1未来1年又会出来10多个,加上新上个10个八个的L2,几十个L1+L2,这流动性割裂的……Anyway,新公链最火的当属Move语言+Diem团队匪帮的两个,Aptos+Sui

f7nKtPSs9RM724QAf4Ca1OAZ1RT59rYgdsFbrYOm.png

两个基本如出一辙,都是Diem原团队出来,都是新的Move语言(Sui魔改了下,但内核还是Move),都是号称10万TPS+,背后都有A16Z和Coinbase Ventures,都是20亿估值,都主打并行处理……

区别的是Aptos有个快速状态同步和账号恢复技术,Sui是把Object而非Account作为基本单位,然后引入了为状态存储付费

怎么说呢,说没创新是假的,但是创新程度感觉远不如Solana(Solana是容易宕机,但人家共识,传播机制之类确实是比较独特的创新,在TPS上也基本做到了单片链的极致)

这俩一上来就20亿估值,感觉比Solana还要“资本链”,不知道2级市场还能有多少油水

其实Diem出来的还有一个Linera,只不过没用Move用的Rust,这感觉特别像一家国企倒闭了,大家一人拉一台设备自己单干……

但不管怎么滴,你不能不重视他们,尤其是Aptos,现在在各路媒体渲染下有了下一轮牛市Solana的即视感,关注技术的同时,你也得炒币赚钱不是

然后模块化这个事儿,基本上就是Celestia带火的,本来其实波卡和以太坊2.0也算模块化了, 但是Celestia把二层结构拆成了三层,这个“模块化”的Feel就明显了许多,而且因为有了一个单独的DA层,就能玩出许多花来,比如和不同的执行层+结算层各种排列组合,其中最重要的就是Sovereign(主权)Rollup

按照Celestia的说法,最终一条链的Layer 0 其实是Social Consensus,即社会共识

以太坊那种Rollup虽然安全但其实是ETH的扩展链,丧失了主权,更像是美国一个州。如果你想自己建个国,可以灵活调整,随时分叉那种,还是得有自己的主权,市面上第一个主权Rollup应该是从单独L1转型的Celo

至于说这种注重主权和ETH那种注重安全的Rollup哪个会胜出,或是长期并存,现在太难判断了,得等市场花个2,3年时间告诉我们答案

然后除了Celestia,Cosmos那边还有个Dymension团队在开发RDK,Rollups Development Kit - Rollup开发套件,当然是基于Cosmos SDK和生态的,有那么点Polygon Edge的feel。加上最近在推的CosmWasm虚拟机,总之Cosmos现在绝对是走在模块化的前沿阵地

波卡这边,终于上线的XCM与治理V2是值得关注的点,但是目前平行链拍卖的热度和价格都有够低,感觉除非出现一个爆款的链或是应用,否则很难抓住目前市场的注意力

至于一键发链,选手越来越多,除了Cosmos,波卡,前段时间加入了Avax(命令行最快42S发一条链,可怕……),现在又有了BAS(BSC侧链)和Polygon Supernet,市场上发链的基础设施已经远超发链的需求了,开始有19年交易所比用户还要多的即视感……

公链就说到这里

来源:金色财经

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:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory:
:) :( :D :'( :@ :o
:P :$ ;P :L :Q :lol
:loveliness: :funk: :curse: :dizzy: :shutup: :sleepy:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake: :call:
:hug: :victory: :time: :kiss: :handshake:
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