Muab Ethereum lub dominance ua ke nrog cov tam sim no crypto bear lag luam, nws tseem muaj lus nug yog tias L1s yuav vam meej. Qhov no tsis ntev los no tseem ceeb nyob rau hauv Chainalsys blog post hu ua "Tshiab txheej 1 blockchains tab tom nthuav dav DeFi ecosystem, tab sis tsis muaj ETH killers tseem." Ethan McMahon, tus kws tshaj lij nyiaj txiag ntawm Chainalysis, hais rau Cointelegraph tias Chainalysis tau tshaj tawm tsab ntawv tshaj tawm no los txhawb kev paub txog L1 ecosystem tam sim no:
Thaum Ethereum tso cai rau kev txiav txim siab nyiaj txiag (DeFi) rau vam meej xyoo 2020, ib tug xov tooj ntawm txheej-1 blockchains (L1s) txij li thaum tau tsim los daws cov teeb meem cuam tshuam nrog lub network. Piv txwv li, raws li Ethereum's Cov ntaub ntawv pov thawj ntawm kev ua haujlwm (PoW) kev pom zoo mechanism thiab cov nqi roj siab txuas ntxiv cuam tshuam rau kev lag luam nrawm thiab ua kom muaj peev xwm nyob hauv nws cov ecosystem, L1s zoo li Algorand, BNB Chain, Avalanche thiab lwm tus lub hom phiaj los daws cov teeb meem no.
"Kev sib piv cov saw hlau tseem ceeb vim tias nws zoo li yog tias feem ntau cov kev pabcuam crypto tsuas yog muab rau ntawm Ethereum, tab sis qhov no tsis muaj tseeb. Muaj ob peb qhov sib txawv blockchains nrog cov kev sib tw uas muaj qhov zoo Ethereum tsis muab. "
Txhawm rau ua kom pom qhov no, McMahon tau piav qhia tias Chainalysis tau sau cov ntaub ntawv los ntawm cov blockchains sib txawv los txiav txim siab qhov muaj zog thiab qhov tsis muaj zog ntawm tes hauj lwm. Piv txwv li, cov ntawv tshaj tawm tau taw qhia tias nrog cov nqi roj ua haujlwm siab ntawm Ethereum, ntau tus neeg tsim khoom tau xaiv los tsim cov ntawv thov kev ncaj ncees (DApps) ntawm Algorand. Binance Smart Chain, lossis BNB Chain, kuj tau lees paub rau nws lub peev xwm los txhawb cov tokens tshiab thiab DApps yam tsis muaj tus nqi roj siab ntawm Ethereum. "Nws yog qhov nthuav kom pom tias tib neeg tau them cov nqi roj ntau ntawm Ethereum lub network. Peb qhov kev tshawb pom pom tias kev hloov pauv tsawg dua $ 1,000 ua rau muaj nyiaj ntau ntawm cov nqi siv roj, "McMahon tau hais.
Raws li Chainalysis qhov kev tshawb pom tag nrho, txawm li cas los xij, cov ntawv tshaj tawm xaus lus tias tsis muaj ib qho ntawm L1-blockchains soj ntsuam tau ua tiav hauv kev daws txhua qhov teeb meem cuam tshuam nrog Ethereum network. Qhov no tseem ua rau cov lus nug yog tias L1s yuav muaj sia nyob mus ntev. Piv txwv li, lub caij ntuj no crypto tam sim no tuaj yeem txo qis kev nqis peev hauv cov ecosystems. Ntxiv rau, cov Kev sib koom ua ke ntawm Ethereum 2.0 - uas tau teem tseg rau xyoo no tab sis tuaj yeem raug thawb mus rau 2023 - tuaj yeem ua rau kev txhim kho hauv Ethereum ecosystem uas tuaj yeem cuam tshuam lwm L1 siv.
L1 kev txhim kho los tsav kev saws me nyuam
Txhawm rau txiav txim siab seb L1s yuav nce mus li cas, nws yog ib qho tseem ceeb uas yuav tau ua tib zoo saib xyuas cov kev txhim kho tsis ntev los no nyob rau hauv ntau yam ecosystems hais los ntawm Chainalysis. Piv txwv li, tsab ntawv ceeb toom categorizes Algorand raws li ib tug saum toj-10 L1 blockchain los ntawm kev ua lag luam peev, hais tias:
"Lub sijhawm Q3 2021, Algorand pom nws cov khoom lag luam loj hlob 65%, thaum Bitcoin thiab Ethereum pom cov ntim poob 37% thiab 45% feem. Qhov no yuav tau xav txog Algorand qhov kev loj hlob hype - tau pib thaum lub Plaub Hlis 2019, Algorand yog ib qho tshiab blockchain, thiab tau mus txog tus nqi txhua lub sijhawm siab hauv lub Cuaj Hli 2021. "
Kev tshawb pom kuj qhia tau hais tias 10% ntawm Algorand qhov kev lag luam ntim los ntawm cov khw muag khoom lag luam, piv nrog 5% rau Bitcoin (BTC) thiab 8% rau Ether (ETH). Muab qhov no, tsab ntawv ceeb toom sau tseg tias qhov no tuaj yeem ua pov thawj Algorand txoj kev vam meej hauv kev ua kom muaj kev lag luam me me.
Staci Warden, CEO ntawm Algorand Foundation - lub koom haum tom qab Algorand cov nyiaj txiag kev lag luam, kev tswj hwm thiab ecosystem - hais rau Cointelegraph tias Algorand siv Pure proof-of-stake (PPoS) kev pom zoo mechanism, tso cai rau lub network tshwj xeeb. daws teeb meem uas yuav tsum tau scale. "Qhov sib txawv tseem ceeb tshaj plaws ntawm Algorand thiab lwm yam L1s yog lub network muaj peev xwm xa cov nyiaj txiag suav nrog rau ob txhiab tus neeg hauv ntiaj teb uas tsis muaj kev nkag mus rau cov txheej txheem nyiaj txiag niaj hnub no," nws hais.
Warden piav qhia tias Algorand's PPoS kev pom zoo mechanism ua rau qhov no vim nws cov kev xav tau qis qis. Raws li Chainalysis ncej, tsuas yog 1 Algorand (ALGO) token yog xav tau los koom tes hauv lub network. Warden kuj tau taw qhia tias Algorand tau tsom mus rau kev txhim kho kev lag luam nyiaj txiag (DeFi) ntau, sau tseg tias lub network muaj peev xwm daws tau txog 1,200 kev lag luam ib ob, nrog cov nqi roj sib npaug rau .001 ALGO.
Tsis ntev los no: Kev koom ua ke blockchain-raws li digital IDs rau hauv lub neej txhua hnub
Warden tau hais tias "Cov kev cai no tsim nyog rau kev sib koom tes los ntsuas," Hauv kev sib piv, Chainalysis tsab ntawv ceeb toom hais tias Ethereum tsuas tuaj yeem ua haujlwm kwv yees li 15 kev lag luam ib ob. Txawm li cas los xij, nws tau raug sau tseg tias Eth2 aims kom nce no considerably mus txog 150,000 ib zaug kev txhim kho tiav.
Txhawm rau kom nyob twj ywm kev sib tw, Warden tau qhia tias Algorand tab tom tab tom nthuav tawm qhov tshiab uas yuav tso cai rau lub network los daws cov kev lag luam hauv 2.5 vib nas this, piv nrog 4.5 vib nas this nws siv tam sim no. Ntxiv mus, as multichain networks ua qhov tseem ceeb dua, Algorand npaj yuav xa "cov pov thawj hauv xeev" uas yuav tso cai rau cov neeg siv txav cov tokens ntawm ib lub saw mus rau lwm qhov.
"Algorand tuaj yeem xaus ua lub router rau txhua qhov kev lag luam thoob plaws cov saw hlau, txij li nws tuaj yeem ua haujlwm ceev ceev, nrog cov pa roj carbon me me rau cov nqi qis," Warden piav qhia. Thaum lub xeev cov pov thawj thiab lwm yam kev txhim kho yuav tsis raug dov tawm tam sim ntawd, nws tseem ceeb heev uas FIFA tsis ntev los no tshaj tawm tias nws yuav siv Algorand los tsim nws cov cuab yeej cuab tam digital. "FIFA tab tom tsim lawv tus kheej lub hnab nyiaj ntawm Algorand thiab tsim NFT lub khw uas tuaj yeem ua raws li kev muag daim pib thib ob," Warden ntxiv.
BNB Chain tseem tau hais hauv Chainalysis tsab ntawv ceeb toom thiab tau txais kev qhuas rau nws lub peev xwm los txhawb cov tokens tshiab thiab DApps yam tsis muaj nqi roj ntau. Qhov tseeb, DappRadar nrhiav tau yuav tsum muaj ntau L2 tej yaam num tsim ntawm BNB Chain dua li lwm yam blockchain. Gwendolyn Regina, tus thawj coj peev ntawm BNB Chain, hais rau Cointelegraph tias lub hom phiaj tom qab lub network yog los pab cov neeg tsim khoom tsim DApps uas ntsuas rau kev siv crypto loj heev. Nws hais tias:
"Xyoo no, BNB Smart Chain yuav muaj 30 npaug ntawm kev suav lub zog ntawm Ethereum thiab tseem yuav ua haujlwm ntawm kev daws teeb meem kev cia siab. Raws li qhov tshwm sim, blockchain thev naus laus zis yuav nce ntxiv rau hauv cov ntawv thov tiag tiag. "
Raws li Regina, lub hom phiaj tseem ceeb ntawm BNB Chain's 2022 txoj kev qhia muaj xws li kev faib tawm, kev lag luam nrawm dua, kev sib koom ua ke ntau thiab kev tsom mus rau kev txhawb nqa cov neeg tsim khoom thiab kev ruaj ntseg. Hais lus tshwj xeeb, Regina tau qhia tias lub zej zog BNB Chain tsis ntev los no tau tshaj tawm cov phiaj xwm rau kev faib tawm ntxiv los ntawm BEP-131 qhov kev thov, uas yuav qhia cov neeg sib tw validators rau BNB Smart Chain.
"Qhov kev pom zoo no yuav nce tus naj npawb ntawm BNB Smart Chain Mainnet validators los ntawm 21 mus rau 41, muab kev faib tawm ntau dua thiab kev txhawb siab rau cov neeg siv khoom kom tsim kho lawv cov khoom siv thiab kev tsim kho tshiab tas li," nws hais. Txawm hais tias qhov no tuaj yeem tsim kev ywj pheej ntau dua, tau muaj kev thuam txog seb DeFi puas muaj kev cuam tshuam los ntawm Solend's spontaneous governance tswv yim cuam tshuam rau ib qho ntawm cov hnab nyiaj whale uas muaj kev pheej hmoo ntawm liquidation.
Decentralization ib sab, nws yog ib qho tseem ceeb uas BNB Beacon Chain - ib qho blockchain tsim los ntawm Binance thiab nws cov zej zog uas ua raws li kev sib pauv hloov pauv rau cov cuab tam digital - tsis ntev los no tau qhib-qhov chaw. "BNB Beacon Chain tam sim no nkag tau rau cov neeg tsim khoom tsim," Regina hais. Nws tau piav qhia ntxiv tias cov txiaj ntsig ntawm BNB Beacon Chain yog qhov dav, ceeb toom nws cov ntawv txiav txim siab ceev raws li kev sib pauv hloov pauv kom ntseeg tau sai. Nws tau hais tias "Kev siv ib txwm muaj kev ruaj ntseg hla cov saw hlau yuav qhib qhov rooj rau blockchain interoperability, txhais tau tias cov neeg siv tau seamlessly navigate chains lawv siv," nws hais.
Ntxiv rau Algorand thiab BNB Chain, Avalanche tau hais hauv Chainalysis qhov kev tshawb pom. Raws li tsab ntawv ceeb toom, Avalanche tshwj xeeb hauv kev kho kom haum xeeb, scalability thiab interoperability. John Wu, tus thawj tswj hwm ntawm Ava Labs - tus thawj coj tsim tawm ntawm Avalanche blockchain - hais rau Cointelegraph tias lub network tshwj xeeb yog tsom los daws ntau yam teeb meem hauv Web3 ecosystems. Nws hais tias:
"Avalanche muaj lub sijhawm ceev tshaj plaws rau qhov kawg hauv kev lag luam ntawm 500 milliseconds mus rau 2 vib nas this. Qhov no txhais tau hais tias tag nrho cov saw hlau sib txuas thiab subnet kev lag luam yog immortalized hauv ib ntsais muag. Cov tuam txhab nyiaj txiag tsim cov khoom lag luam DeFi thiab Web3 gaming studios tsim AAA tua thiab RPGs xav tau qhov kawg ntawm qhov kawg. Nws yog ib tug precondition rau kev vam meej. Yog tsis muaj nws, lawv cov apps tsis tuaj yeem ua haujlwm. "
Rau Wu lub ntsiab lus, qhov kawg yog qhov tseem ceeb heev vim tias muaj ntau lub koom haum nkag mus rau DeFi sector. Qhov tseeb, Avalanche lub sijhawm kawg ceev yuav ua tau ntau dua nyob rau hauv kev sib piv nrog Eth2 zaum kawg, uas qee qhov ntseeg tej zaum yuav tsis ncav cuag li 15 feeb. Ethereum tam sim no dab 15-30 kev lag luam ib ob nrog ntau tshaj ib feeb kawg.
Wu hais ntxiv tias tsis hais txog kev ua lag luam li cas, lub zej zog Avalanche yuav txuas ntxiv tsim. Piv txwv li, Wu tau qhia tias cov subnets - ib pawg ntawm cov neeg siv khoom siv tau ua haujlwm ua ke kom ua tiav qhov kev pom zoo ntawm lub xeev ntawm cov txheej txheem blockchains - yuav qhib qhov rooj tshiab rau DeFi. Piv txwv li, nws tau hais tias lub subnet muaj peev xwm los koom nrog Paub Koj Cov Neeg Siv Khoom (KYC) cov kev cai thiab hla kev tsis sib haum xeeb uas yuav tshwm sim ntawm cov saw sib koom nrog cov ntawv thov thib peb thov rau cov koom haum. "Thawj Subnet engineered tshwj xeeb rau lub koom haum DeFi yog nyob rau hauv ntau lawm tam sim no," nws hais.
Ciaj sia nyob ntawm lub fittest?
Txawm hais tias L1 blockchains tau nce mus, Chainalysis tsab ntawv ceeb toom tseem sau tseg qhov ua tau ntawm Ethereum dhau los ua "tus neeg ua si tseem ceeb" vim yog kev ua lag luam thiab xav tau kev hloov kho tshiab rau lub network. Piv txwv li, Raul Jordan, ib tug ntawm cov tub ntxhais devs ua haujlwm ntawm Eth2 kev sib koom ua ke, hais rau Cointelegraph tias tsis ntev ib tus neeg hauv ntiaj teb yuav muaj peev xwm khiav ETH node, uas qhia tau hais tias muaj tseeb lub zog ntawm kev faib tawm.
Nws yog ib qho tseem ceeb uas peb muab lub zog rau tib neeg thoob plaws ntiaj teb, tshwj xeeb tshaj yog nyob rau hauv cov teb chaws tsim, kom khiav tag nrho cov nodes ntawm cov neeg siv software. Tag nrho cov nodes khaws kev ruaj ntseg ntawm cov txheej txheem los ntawm kev tswj hwm nws cov cai #ncigtebchaws https://t.co/UVucpOQnzM
— rauljordan.eth (@rauljordaneth) Plaub Hlis Ntuj 21, 2022
Alex Tapscott, tus kws sau ntawv thiab tus tsim ntawm Toronto-based Blockchain Research Institute, hais ntxiv rau Cointelegraph tias muaj ob lub laj thawj los nug txog lub neej ntev ntawm L1s:
"Ua ntej, dais kev lag luam feem ntau pom qhov poob rau hauv kev txaus siab rau daim ntawv thov crypto-native, yog li yog tias cov nqi roj poob ntawm lawv tus kheej ntawm Ethereum, vim li cas siv cov saw hlau tshiab lossis tsawg dua thaum koj tuaj yeem siv Ethereum? Thib ob, kev sib koom ua ke los ua pov thawj-ntawm-tus ceg txheem ntseeg yuav txhim kho Ethereum qhov kev ua tau zoo, yog li txawm tias qhov kev thov rov qab los, nws yuav tuaj yeem tswj hwm kev loj hlob tshiab. "
Txawm li cas los xij, Tapscott tau hais ntxiv tias nws ntseeg tias qhov kev txaus siab txo qis hauv L1s yuav nyob luv luv. "Lub sijhawm ntev, yuav muaj kev thov ntau ntxiv rau qhov chaw thaiv, nrog qee tus neeg tsim khoom thiab cov neeg siv txaus siab ua lag luam tawm ntawm kev ruaj ntseg (Ethereum) kom nrawm thiab yooj yim. Tsis tas li ntawd, kuv xav tias ntau lwm L1s rau tag nrho lawv lub peev xwm tseem zoo nkauj thaum ntxov tech, thiab thaum lawv paub tab lawv yuav dhau los ua kev ntseeg siab, muaj txiaj ntsig thiab siv dav. "
Tsis ntev los no: Yuav pib ua haujlwm li cas hauv crypto? Ib daim ntawv qhia pib rau xyoo 2022
Tapscott tau taw qhia ntxiv tias "L1s tau pib ua tiav tsis yog vim lawv nyiam cov peev txheej, tab sis vim tias lawv tau tsav cov neeg siv khoom siv thiab kev txaus siab." Thiab, yog tias keeb kwm tau qhia qhov chaw crypto txhua yam, nws yuav yog lub khw muag khoom yog lub sijhawm zoo tshaj plaws rau cov haujlwm tsim. "Lub lag luam dais yuav yog ib txoj hauv kev zoo rau kev ntsuam xyuas thiab txhawb cov haujlwm uas ua rau muaj qhov sib txawv hauv blockchain ecosystem tsuav yog pab pawg tshiab tseem tshwm sim los daws cov teeb meem tiag tiag hauv ntiaj teb siv blockchain thev naus laus zis," Regina tau taw qhia.
Ntawm qhov tod tes, ntau qhov haujlwm tseem yuav ua tsis tiav hauv kev lag luam dais. Warden tau tawm tswv yim tias yuav muaj tseeb rau ntau L1 blockchains: "Crypto lub caij ntuj no yog lub sijhawm uas txhua feem ntawm crypto ecosystem yuav raug nug thiab ncaws pob, thiab tsis yog DApps xwb, tab sis txhua yam ntawm crypto infrastructure, suav nrog L1s. ”
Txawm li cas los xij, Warden tau hais ntxiv tias cov haujlwm uas tuaj yeem ntsuas thiab tswj hwm kev lag luam yuav txuas ntxiv nrawm, ua rau muaj kev sib tw rau Ethereum: "Kev lag luam lossis cov haujlwm uas tab tom tsim kev siv hluav taws xob mus sij hawm ntev thiab kev saws me nyuam hauv ntiaj teb tiag tiag yuav nrawm thiab ua kom muaj kev mloog zoo rau lub sijhawm no."
Tau qhov twg los: https://cointelegraph.com/news/layer-1-blockchains-how-crypto-winter-could-slow-the-challenge-to-ethereum