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[虚拟币资讯] 加密周期更迭、公链叙事永不眠
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2009年1月3日中本聪的人创造了比特币。13年后,比特币激发了一个全新的行业和价值近1万亿美元的新资产类别,公链叙事也就此展开。

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公链赛道一直都是加密领域最具挑战性同时也是承载价值最好的地方,Solana、曾经的Terra、Avalanche 等公链崛起,投资机构收到丰厚的财务回报。铁打的公链,流水的应用,公链的叙事和竞争在每一个周期中也从未停止。

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2014年到2015年熊市,当时整个加密货币市场的市值暴跌了75%,但是也诞生了今后的公链王者-以太坊。自2015年推出以来以太坊目前是护城河最高的公链,网络去中心化程度和安全性较高,用户量大、开发者数量多。基础设施完善,应用种类丰富,已形成网络效应,具备创新土壤,一直以来引领了区块链应用潮流:每个人都喜欢抱怨以太坊,但是没有人愿意离开他。

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2019到2020年的熊市,诞生了Solana,雪崩协议等新公链,新公链凭借性能和费用优势承接了这些以太坊外溢的需求,自2020年以来新公链生态相继爆发,从 S9 V. }- x& [" M r/ Y& r9 n6 ] BNB Chain 到 Polygon,再到 Solana,同时 Avalanche、Fantom、Terra 生态也有大幅增长。

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2022年我们看到Aptos、Sui、Linera、Aleo等新公链在冉冉升起,加密行业将继续建设和创新,突破想象边界,熊市对于有些公链来是日活下降,对于新公链则是序章,加密周期更迭,公链叙事永不眠。

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无论从技术特性还是开发语言角度,Aptos似乎并没有做到像Solana之于以太坊的创新性,Aptos更像是一个性能更好、网络弹性更强的Solana,Aptos与Solana之间并不是内燃机与马车的区别。针对单片链历来存在的资源定价与链式交易问题,Aptos并未完全解决前者,而是像Solana一样,通过大幅提升可扩展性平抑交易对区块空间的竞争,其比较完美的解决了链式交易问题。

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Aptos在数字资产的定义、保护以及对于用户使用体验方面做了很多精妙的设计,Aptos是在以Web2产品的思维实现一个面向数十亿互联网的用户的可以承载大规模商业化应用的高性能、高安全性公链,这是前所未有的,具体落地如何,还要拭目以待。

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目前Aptos生态在快速扩张,主网还未上线,其生态项目已多达130+,新技术的出现,使得开发者们希望能成为生态的第一波参与者,一方面熊市中顶级团队和顶级资本加持的新公链叙事的确有着强大的吸引力,但另一方面开发者们也许应该警惕这种繁荣,一个在技术、资本、生态开发者等各个方面都与Solana有着较高重合度的新公链能否再度复刻乃至超越Solana的爆红历程,这是值得怀疑的,开发者应从自身产品的实际需求出发,权衡采用新公链的利弊。

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对于投资者而言,Aptos在新生代公链中具有较大的先发优势,预计在9月底主网上线,但其私募融资估值已超20亿美金,市值已达到目前Solana市值的1/5左右,可以更多关注其生态项目的发展,作为早期参与者可能会有更好的回报。

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今天的分享就到这里,后期会给大家带来其他赛道的龙头项目分析。感兴趣的可以点个关注。我也会不定期整理一些前沿资询和项目点评,欢迎各位志同道合的币圈人一起来探索。有问题可以评论提问或者私信

来源:金色财经

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抓住机会,如果能逮住一个千倍币直接上岸啊
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加密币我看他什么时候崩盘的了
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那就了解一下吧这个货币不太感冒
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:) :( :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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