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下半年中值得关注的主题“以太坊合并”
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在昨天以太坊开发者在电话会议上表示,以太坊合并升级的日期为9月19号,社区对其提出的时间表没有异议。不过以太坊开发者superphiz.eth解释说,9月19日尚未最终确定,而只是作为该计划的一个前景(暂定日期)。 此前消息,第三次也是最后一次测试网合并Goerli预计将在下个月进行。

很多小伙伴还是很不理解以太坊合并为什么会带领出牛市,这篇文章我们就详细的介绍一下为什么22年下半年,以太坊的合并是我们需要关注的投资趋势。

第一部分:理解合并(The Merge)

以太坊合并:

就以太坊而言,2022年下半年中值得关注的重要主题是以太坊合并。期待已久的以太坊 2.0 升级将使网络从 PoW 过渡到 PoS 共识机制,这将对以太坊生态系统的各个方面产生影响。首先,转向 PoS 将大幅降低以太坊的能源消耗,减轻对网络环境影响的担忧——特别是在注重ESG的机构投资者中。

0d2bIwyLsRVVor2sUNZL54V83dGDIS1Lv6yjQ60p.png

这一变化也为许多协议级升级铺平了道路,这些升级将更容易在 PoS 系统中实现。其中包括对可扩展性的改进,例如 danksharding、proto-danksharding 和通过 EIP-4488 降低第二层调用数据成本。实施这些更改的时间表将在合并后加快,因为更多的核心开发人员资源将被释放以专注于交付这些升级,而不是低头冲刺合并。

以太坊 2.0 升级也是 ETH 资产的重要看涨催化剂。向 PoS 的过渡将大大减少保护网络所需的发行量。再加上已经通过 EIP-1559 实施的费用燃烧,这一发展很可能导致通货紧缩的 ETH。PoW 的取消也将缓解重大的结构性抛售压力。 PoS 验证者的运营成本将远低于 PoW 矿工,从而缓解抛售压力。

ETNp71c01SGKgcy4kPgVWB3b54Rd8OmcrV98VhDJ.png

合并将成为以太坊质押经济的重要推动力。

目前,已经有超过 1297 万个 ETH 被质押,约占 ETH 总供应量的 10.8%。合并的完成可能会导致新的质押者涌入并恢复对流动质押衍生品(LSD)的信心。在市场波动加剧和流动性紧缩的情况下,Lido、RocketPool和Stakise等协议的交易价格一直低于ETH,它们将达到平衡,然后迅速起飞。

第二部分:如何从合并中获益

质押ETH但是,关于质押:

1. 需要32个ETH

2. 需要你锁定ETH

Hu8wduC4IAB5nRCooDy7xRnsCJrev3KFEJZTI2nC.png

现在已经出现了收取费用的提供商来解决这些问题。

这些协议非常简单:

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:) :( :D :'( :@ :o
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: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:
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