{"id":1009,"date":"2025-04-30T22:17:19","date_gmt":"2025-04-30T14:17:19","guid":{"rendered":"https:\/\/www.db-hk.com\/?p=1009"},"modified":"2025-04-30T22:17:19","modified_gmt":"2025-04-30T14:17:19","slug":"%e4%bb%a5%e5%a4%aa%e5%9d%8al2%e6%88%98%e4%ba%89%e5%88%b0%e4%ba%86%e5%93%aa%e4%b8%aa%e9%98%b6%e6%ae%b5%ef%bc%9f","status":"publish","type":"post","link":"http:\/\/www.fubairui.net\/?p=1009","title":{"rendered":"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f"},"content":{"rendered":"<p>\u53bb\u5e74\u5728\u62a5\u544a\u4e2d\uff0c\u6211\u4e13\u95e8\u5199\u4e86\u4e00\u4e2a\u300cL2 \u6218\u4e89\u300d\u7ae0\u8282\uff0c\u5176\u4e2d\u9610\u8ff0\u4e86\u6211\u5bf9 Rollup \u9886\u57df\u7684\u770b\u6cd5\u4ee5\u53ca\u672a\u6765\u4e00\u5e74\u7684\u8d8b\u52bf\u3002\u4e3b\u8981\u89c2\u70b9\u5982\u4e0b\uff1a<\/p>\n<ul class=\"wp-block-list\">\n<li>Blast \u662f Rollup \u67b6\u6784\u7684\u6df7\u6742\uff0c\u5e76\u5c06\u5bfc\u81f4\u300ckumbaya\u300d\u65f6\u671f\u7684\u7ed3\u675f\u3002<\/li>\n<li>L2 \u751f\u6001\u7cfb\u7edf\u5c06\u53d8\u5f97\u66f4\u52a0\u788e\u7247\u5316\u548c\u5b64\u7acb\uff0cL2 \u90fd\u5c06\u63a8\u51fa\u81ea\u5df1\u7684\u8de8\u94fe \/ \u4e92\u64cd\u4f5c\u6027\u6807\u51c6\u548c SDK \u6765\u542f\u52a8\u65b0\u7684\u94fe \/L3\u3002<\/li>\n<li>Rollup \u9700\u8981\u4f7f\u7528\u66ff\u4ee3\u6027\u6570\u636e\u53ef\u7528\u6027\u5c42\uff08DA\uff09\u6765\u6269\u5c55\u3002<\/li>\n<li>DA \u4f5c\u4e3a\u4ef7\u503c\u7d2f\u79ef\u6765\u6e90\u5c06\u6d88\u5931\u3002DA \u5c06\u8fce\u6765\u98a0\u8986\u6027\u521b\u65b0\uff0c\u5bf9 DA \u6536\u53d6\u6ea2\u4ef7\u4e0d\u518d\u53ef\u884c\u3002<\/li>\n<li>\u4ee5\u592a\u574a\u7684\u65b0\u725b\u5e02\u4e3b\u9898\u662f\u300c\u5168\u5c40\u8bc1\u660e\u9a8c\u8bc1\u5c42\u548c\u8d27\u5e01\u300d\u3002<\/li>\n<li>DA \u5c42\u7684\u4ef7\u503c\u7d2f\u79ef\u5c06\u53d7\u5230\u9650\u5236\u3002<\/li>\n<li>\u5982\u679c\u6240\u6709\u4ef7\u503c\u90fd\u6c47\u96c6\u5728\u6392\u5e8f\u5c42\uff0c\u90a3\u4e48 L2 \u4ee3\u5e01\u7684\u4ef7\u503c\u7d2f\u79ef\u5728\u7406\u8bba\u4e0a\u662f\u6b63\u5411\u7684\u3002<\/li>\n<\/ul>\n<p>\u8fd9\u7bc7\u6587\u7ae0\u7684\u89c2\u70b9\u5df2\u7ecf\u8fc7\u65f6\u4e86\u3002\u4ee5\u592a\u574a\u7ecf\u5386\u4e86\u91cd\u91cd\u5371\u673a\uff0c\u4e0a\u9762\u7684\u8fd9\u4e9b\u89c2\u70b9\u73b0\u5728\u5df2\u7ecf\u88ab\u53cd\u590d\u63d0\u8d77\u548c\u8ba8\u8bba\u3002\u751a\u81f3\uff0c\u4f60\u53ef\u4ee5\u770b\u5230\u5f88\u5927\u4e00\u90e8\u5206\u4ee5\u592a\u574a\u793e\u533a\u5c06\u6ce8\u610f\u529b\u8f6c\u79fb\u5230\u5982\u4f55\u6269\u5c55 L1\uff0c\u800c\u4e0d\u518d\u5c06\u4ef7\u503c\u8ba9\u6e21\u7ed9 Rollup\u3002<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122684872.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122684872.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p class=\"has-text-align-center\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">With Ethereum\u2019s revenue dropping by 99% YTD, the ETH community has been experiencing an identity crisis of sorts<\/p>\n<p>Namely, what is the primary method that ETH will accrue economic value?<\/p>\n<p>In the \u201cultrasound money\u201d canp, it\u2019s all about revenue, more fees -&gt; more burn -&gt;\u2026 <a href=\"https:\/\/t.co\/laDStsjRIC\">https:\/\/t.co\/laDStsjRIC<\/a><\/p>\n<p>&mdash; Zach Rynes | CLG (@ChainLinkGod) <a href=\"https:\/\/twitter.com\/ChainLinkGod\/status\/1832198208287863174?ref_src=twsrc%5Etfw\">September 6, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>\u7136\u800c\uff0c\u6bcf\u4e2a\u4eba\u90fd\u5728\u5173\u6ce8\u548c\u8ba8\u8bba\u8fd9\u4e00\u70b9\uff0c\u5b83\u5c31\u4e0d\u518d\u662f\u771f\u6b63\u7684\u300calpha\u300d\u6216\u53cd\u5411\u89c2\u70b9\u4e86\u3002\u90a3\u4e48\uff0c\u6211\u4eec\u4eca\u5929\u770b\u5230\u4e86\u4ec0\u4e48\uff0c\u63a5\u4e0b\u6765\u8be5\u600e\u4e48\u505a\u5462\uff1f<\/p>\n<p><strong>Rollup \u73b0\u72b6<\/strong><\/p>\n<p>\u9996\u5148\u662f\u6536\u5165\u3002\u4ee5\u592a\u574a\u7684\u6536\u5165\u5728 EIP-4844 \u540e\u53d1\u751f\u4e86\u4ec0\u4e48\u53d8\u5316\uff1f\u4e0b\u9762\u8fd9\u5f20\u6765\u81ea Galaxy \u7684\u56fe\u8868\u7ed9\u51fa\u4e86\u76f4\u89c2\u7684\u89e3\u7b54\uff0cDA \u4e0d\u518d\u662f\u4ee5\u592a\u574a\u7ecf\u6d4e\u7684\u91cd\u8981\u4ef7\u503c\u9a71\u52a8\u56e0\u7d20\u3002<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122711248.jpg\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122711248.jpg\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p>\u8fd9\u5b8c\u5b8c\u5168\u5168\u662f\u574f\u4e8b\u5417\uff1f\u4e0d\uff01\u4ee5\u592a\u574a\u522b\u65e0\u9009\u62e9\u3002\u6b63\u5982\u6211\u4eec\u6240\u5f3a\u8c03\u7684\uff0cDA \u7ecf\u5386\u4e86\u300c\u98a0\u8986\u6027\u521b\u65b0\u300d\uff0c\u8fd9\u610f\u5473\u7740\u6536\u53d6\u6ea2\u4ef7\u53d8\u5f97\u66f4\u5177\u6311\u6218\u6027\u3002\u867d\u7136\u6211\u4eec\u786e\u4fe1\u4ee5\u592a\u574a\u4ecd\u7136\u80fd\u591f\u6536\u53d6\u6bd4\u5176\u4ed6 DA \u5c42\u66f4\u9ad8\u7684\u8d39\u7528\uff0c\u4ee5\u4fbf Rollup \u53ef\u4ee5\u7ee7\u627f\u4ee5\u592a\u574a\u7684\u5b8c\u6574\u5b89\u5168\u6027\uff0c\u4f46 Rollup \u5c06\u5728\u591a\u5927\u7a0b\u5ea6\u4e0a\u505a\u5230\u8fd9\u4e00\u70b9\u5c1a\u4e0d\u6e05\u695a\u3002\u5171\u4eab DA \u5c42\u7684\u4e3b\u8981\u597d\u5904\u662f\u4e92\u64cd\u4f5c\u6027\u3002\u901a\u8fc7\u5171\u4eab DA \u5c42\uff0c\u8de8\u94fe\u53d8\u5f97\u66f4\u5b89\u5168\uff0c\u5e76\u4e14\u53ef\u4ee5\u901a\u8fc7\u8fd9\u79cd\u65b9\u5f0f\u5b9e\u73b0\u89c4\u6a21\u7ecf\u6d4e\u3002\u540c\u6837\uff0c\u867d\u7136\u8fd9\u662f\u5173\u952e\u597d\u5904\uff0c\u4f46\u6ca1\u6709\u4eba\u771f\u6b63\u77e5\u9053\u8fd9\u79cd\u597d\u5904\u4ef7\u503c\u591a\u5c11\u3002Rollup \u4f1a\u652f\u4ed8 10 \u500d\u4e8e\u5176\u4ed6 DA \u5c42\u7684\u8d39\u7528\u5417\uff1f\u8fd8\u662f\u8bf4 100 \u500d\uff1f\u8fd9\u4e2a\u95ee\u9898\u6709\u4e00\u4e2a\u786e\u5207\u7684\u7b54\u6848\uff0c\u53ea\u662f\u6211\u4eec\u4e0d\u77e5\u9053\u5b83\u662f\u591a\u5c11\u3002<\/p>\n<p>\u56e0\u6b64\uff0c\u4ee5\u592a\u574a DA \u8d39\u7528\u6536\u5165\u7684\u51cf\u5c11\u662f\u81ea\u7136\u800c\u7136\u7684\uff0c\u5b83\u522b\u65e0\u9009\u62e9\u3002\u73b0\u5728\uff0c\u6709\u4e9b\u4eba\u5f00\u59cb\u8d28\u7591\u4ee5\u592a\u574a Rollup \u8def\u7ebf\u56fe\uff0c\u4ee5 Max Resnick \u548c Doug Colkitt \u4e3a\u4ee3\u8868\u3002<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122722682.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122722682.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p class=\"has-text-align-center\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">Being in Ethereum and watching the rollup centric roadmap constantly flounder and pivot on the economics is like being mid air on a charter flight, and mid air the pilot tells you the main airport on the islands been closed and he\u2019s going to land on this new airstrip. <\/p>\n<p>And you\u2026<\/p>\n<p>&mdash; Doug Colkitt (@0xdoug) <a href=\"https:\/\/twitter.com\/0xdoug\/status\/1831898285130330367?ref_src=twsrc%5Etfw\">September 6, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122740782.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122740782.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p class=\"has-text-align-center\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">So it turns out, even after the edit, <a href=\"https:\/\/twitter.com\/drakefjustin?ref_src=twsrc%5Etfw\">@drakefjustin<\/a>&#39;s argument falls apart because the majority of Base&#39;s revenue actually doesn&#39;t come from 1559 base fees (which could be captured by a decentralized sequencer) they come from priority fees (which can&#39;t).<\/p>\n<p>Thanks to an anon\u2026 <a href=\"https:\/\/t.co\/7To8PSb86T\">https:\/\/t.co\/7To8PSb86T<\/a> <a href=\"https:\/\/t.co\/2XkXvUeoCK\">pic.twitter.com\/2XkXvUeoCK<\/a><\/p>\n<p>&mdash; Max Resnick (@MaxResnick1) <a href=\"https:\/\/twitter.com\/MaxResnick1\/status\/1831764059664085461?ref_src=twsrc%5Etfw\">September 5, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>\u65e2\u7136\u73b0\u5728\u5927\u5bb6\u5bf9 DA \u7ecf\u5386\u98a0\u8986\u6027\u521b\u65b0\u5bf9\u4ee5\u592a\u574a\u7ecf\u6d4e\u5f71\u54cd\u7684\u770b\u6cd5\u4e00\u81f4\uff0c\u90a3\u4e48\u5b83\u6ce8\u5b9a\u8981\u5931\u8d25\u5417\uff1f<\/p>\n<p><strong>\u4ee5\u592a\u574a\u7684\u524d\u8fdb\u4e4b\u8def<\/strong><\/p>\n<p>\u5c31\u50cf\u6211\u4eec\u5728\u5e74\u5ea6\u5c55\u671b\u62a5\u544a\u4e2d\u6240\u8bf4\uff0c\u4ee5\u592a\u574a\u7684\u4e3b\u9898\u73b0\u5728\u5f52\u7ed3\u4e3a\u300c\u5168\u7403\u8bc1\u660e\u9a8c\u8bc1\u5c42\u548c\u8d27\u5e01\u300d\u3002 \u8fd9\u5230\u5e95\u610f\u5473\u7740\u4ec0\u4e48\uff1f<\/p>\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122765492.jpg\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122765492.jpg\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<\/div>\n<p>\u597d\u5427\uff0c\u8fd9\u5e76\u4e0d\u5b8c\u5168\u6b63\u786e\uff0c\u4f46\u6211\u4eec\u786e\u5b9e\u77e5\u9053\u8fd9\u610f\u5473\u7740\u4ec0\u4e48\u3002\u4ee5\u592a\u574a\u662f\u6700\u53bb\u4e2d\u5fc3\u5316\u548c\u5386\u53f2\u6700\u60a0\u4e45\u7684\u57fa\u7840\u5c42\uff0c\u8fd9\u4f7f\u5176\u5728\u8d44\u4ea7\u53d1\u884c\u548c\u9a8c\u8bc1\u8bc1\u660e\u65b9\u9762\u6bd4\u6240\u6709\u5176\u4ed6\u533a\u5757\u94fe\u90fd\u5177\u6709\u7ade\u4e89\u4f18\u52bf\u3002\u5373\u4f7f\u7ecf\u6d4e\u6548\u76ca\u4e0d\u90a3\u4e48\u5f3a\u52b2\uff0c\u4f46\u4ee5\u592a\u574a\u4ecd\u7136\u662f\u4e00\u9879\u4f18\u8d28\u8d44\u4ea7\u3002\u7136\u800c\uff0c\u9664\u53bb\u6240\u6709\u6267\u884c\u5de5\u4f5c\u540e\uff0c\u4ee5\u592a\u574a\u4f1a\u56de\u5230 EIP-1559 \u4e4b\u524d\u7684\u7ecf\u6d4e\u6a21\u5f0f\uff0c\u5176\u4e2d ETH \u5927\u90e8\u5206\u88ab\u56de\u6536\u5229\u7528\u3002<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122778847.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122778847.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p class=\"has-text-align-center\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">if ethereum is purely to sell cheap blockspace to l2s, it goes back to being the recycled asset it was pre-1559. users would pay miners eth, and then miners would sell the eth.<\/p>\n<p>it is the *exact* same dynamic but this time with l2 sequencers instead.<\/p>\n<p>make the l1 great again.<\/p>\n<p>&mdash; ceteris (@ceterispar1bus) <a href=\"https:\/\/twitter.com\/ceterispar1bus\/status\/1815855290577031247?ref_src=twsrc%5Etfw\">July 23, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>\u8fd9\u5c31\u662f\u4e3a\u4ec0\u4e48\u6211\u4eec\u5f00\u59cb\u770b\u5230\u5f88\u591a\u4eba\u91cd\u65b0\u5173\u6ce8 L1 \u6269\u5c55\uff0c\u5e76\u8ba9\u5e94\u7528\u7a0b\u5e8f\u8fc1\u56de\u5230\u4ee5\u592a\u574a L1\u3002\u6211\u4eec\u77e5\u9053 L1 \u4e0a\u7684\u6267\u884c\u4f1a\u4ea7\u751f\u8d39\u7528\u3002\u6211\u4eec\u4e0d\u77e5\u9053\u7684\u662f\u4e16\u754c\u662f\u5426\u4f1a\u91c7\u7528 ETH \u4f5c\u4e3a\u8d27\u5e01\u3002\u5982\u679c\u6bcf\u4e2a Rollup \u90fd\u4f7f\u7528 ETH \u4f5c\u4e3a\u8d27\u5e01\uff0c\u90a3\u4e48\u5b83\u5c06\u6210\u4e3a\u50cf BTC \u4e00\u6837\u5728\u4e16\u754c\u5404\u5730\u4f7f\u7528\u7684\u975e\u56fd\u5bb6\u652f\u6301\u7684\u8d27\u5e01\u3002\u5bf9\u6211\u6765\u8bf4\uff0c\u8fd9\u662f\u4e00\u4e2a\u4e50\u89c2\u4e14\u53ef\u80fd\u7684\u7ed3\u679c\uff0c\u6311\u6218\u5728\u4e8e Vitalik\u3001Justin Drake\u3001\u4f60\u6216\u6211\u662f\u5426\u8ba4\u4e3a ETH \u662f\u8d27\u5e01\u5728\u5f88\u5927\u7a0b\u5ea6\u4e0a\u65e0\u5173\u7d27\u8981\u3002<\/p>\n<p><strong>ETH \u4f1a\u6210\u4e3a\u4e16\u754c\u8d27\u5e01\u5417\uff1f<\/strong><\/p>\n<p>\u6211\u4eec\u56de\u5230\u4e4b\u524d\u7684\u95ee\u9898\uff1a\u4e3a\u4ec0\u4e48\u4eba\u4eec\u8bd5\u56fe\u518d\u6b21\u6269\u5c55 L1 \u89c4\u6a21\u5e76\u63d0\u9ad8 L1 \u8d39\u7528\uff1f\u8fd9\u662f\u5426\u6b63\u786e\uff1fTheia \u7684 Felipe \u8ba4\u4e3a\uff0c\u5982\u679c\u6211\u4eec\u53ea\u662f\u6839\u636e MEV \u548c\u8d39\u7528\u5bf9 L1 \u4ee3\u5e01\u8fdb\u884c\u4f30\u503c\uff0c\u90a3\u4e48\u5b83\u4eec\u65e0\u8bba\u5982\u4f55\u90fd\u4f1a\u5f52\u96f6\uff0c\u56e0\u6b64\u552f\u4e00\u80fd\u8bc1\u660e\u5176\u4f30\u503c\u5408\u7406\u7684\u4e1c\u897f\u5c31\u662f\u6210\u4e3a\u300c\u65b0\u5174\u5e02\u573a\u50a8\u5907\u8d44\u4ea7\u300d\uff0c\u5373\u300c\u8d27\u5e01\u300d\u3002\u6211\u652f\u6301\u8fd9\u4e2a\u89c2\u70b9\u3002<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122791667.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122791667.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p class=\"has-text-align-center\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">We should not value ETH and SOL based on cash flow unless we want them to go to zero.<\/p>\n<p>You can&#39;t build a reasonable valuation for ETH and SOL based on fees or MEV as both will trend asymptotically towards zero. We should abandon the idea that L1s can justify anything remotely\u2026 <a href=\"https:\/\/t.co\/ZMsR0f8faJ\">https:\/\/t.co\/ZMsR0f8faJ<\/a> <a href=\"https:\/\/t.co\/Y5aP9Iydv0\">pic.twitter.com\/Y5aP9Iydv0<\/a><\/p>\n<p>&mdash; Felipe Montealegre (IFS) (@TheiaResearch) <a href=\"https:\/\/twitter.com\/TheiaResearch\/status\/1829508309696786700?ref_src=twsrc%5Etfw\">August 30, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>\u6700\u540e\uff0cWei Dai \u8ba4\u4e3a\uff0c\u8981\u4f7f\u4ee5 Rollup \u4e3a\u4e2d\u5fc3\u7684\u8def\u7ebf\u56fe\u5728\u7ecf\u6d4e\u4e0a\u53ef\u884c\uff0c\u4ee5\u592a\u574a\u9700\u8981\u4e3a L2 \u63d0\u4f9b\u7f51\u7edc\u6548\u5e94\uff0c\u6709\u4e24\u79cd\u65b9\u5f0f\uff1a<\/p>\n<ul class=\"wp-block-list\">\n<li>\u57fa\u4e8e\u6392\u5e8f\u63d0\u4f9b\u53ef\u7ec4\u5408\u6027\u548c\u6297\u5ba1\u67e5\u6027\u3002<\/li>\n<li>\u66f4\u5f3a\u5927\u7684\u5171\u4eab\u7ed3\u7b97\uff0c\u5176\u4e2d L2 \u53d1\u884c\u7684\u8d44\u4ea7\u4e5f\u53ef\u4ee5\u5728\u5176\u4ed6 L2 \u4e0a\u4f7f\u7528\uff0c\u4ee5\u6d88\u9664\u788e\u7247\u5316\u3002<\/li>\n<\/ul>\n<p>\u8fd9\u662f\u8ba9\u4ee5\u592a\u574a\u957f\u671f\u53d1\u6325\u4f5c\u7528\u7684\u552f\u4e00\u65b9\u6cd5\u3002<\/p>\n<figure class=\"wp-block-image\"><img decoding=\"async\" src=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122811834.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><img decoding=\"async\" class=\"j-lazy\" src=\"https:\/\/www.web3sj.com\/wp-content\/themes\/justnews\/themer\/assets\/images\/lazy.png\" data-original=\"https:\/\/www.web3sj.com\/wp-content\/uploads\/2024\/09\/5-1726122811834.png\" alt=\"\u4ee5\u592a\u574aL2\u6218\u4e89\u5230\u4e86\u54ea\u4e2a\u9636\u6bb5\uff1f\" \/><\/figure>\n<p class=\"has-text-align-center\">\n<blockquote class=\"twitter-tweet\" data-width=\"500\" data-dnt=\"true\">\n<p lang=\"en\" dir=\"ltr\">Ethereum needs to provide network effects for its L2s<\/p>\n<p>For the rollup-centric roadmap to work out economically, Eth L1 needs to provide network effects so that it is a no brainer to deploy an L2 on Eth. A DA service provides no network effect (read the quoted tweet from Doug on\u2026 <a href=\"https:\/\/t.co\/KME4mmbBOL\">https:\/\/t.co\/KME4mmbBOL<\/a><\/p>\n<p>&mdash; Wei Dai (@_weidai) <a href=\"https:\/\/twitter.com\/_weidai\/status\/1830488020556083533?ref_src=twsrc%5Etfw\">September 2, 2024<\/a><\/p><\/blockquote>\n<p><script async src=\"https:\/\/platform.twitter.com\/widgets.js\" charset=\"utf-8\"><\/script><\/p>\n<p>\u6211\u8ba4\u4e3a\u4ee5\u4e0a\u6240\u6709\u89c2\u70b9\u90fd\u662f\u53ef\u884c\u7684\uff0c\u4f46\u6211\u4e0d\u77e5\u9053\u771f\u6b63\u7684\u7b54\u6848\u662f\u4ec0\u4e48\u3002\u6709\u4e00\u79cd\u89c2\u70b9\u8ba4\u4e3a\uff0c\u5982\u679c\u4ee5\u592a\u574a\u518d\u6b21\u4e13\u6ce8\u4e8e\u6269\u5c55 L1\uff0c\u90a3\u4e48\u5b83\u53ea\u4f1a\u53d8\u6210\u300c\u66f4\u7cdf\u7cd5\u7684 Solana\u300d\uff0c\u56e0\u4e3a\u4ee5\u592a\u574a\u6c38\u8fdc\u65e0\u6cd5\u5728 L1 \u6267\u884c\u65b9\u9762\u4e0e Solana \u7ade\u4e89\u3002\u6211\u8ba4\u4e3a\u6ca1\u6709\u4eba\u771f\u6b63\u77e5\u9053\u7ed3\u679c\uff0c\u4eba\u4eec\u53ea\u662f\u76f8\u4fe1\u4e0d\u540c\u7684\u4e1c\u897f\u3002\u6700\u7ec8\uff0c\u5e02\u573a\u5c06\u51b3\u5b9a\u4ec0\u4e48\u662f\u6709\u4ef7\u503c\u7684\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u53bb\u5e74\u5728\u62a5\u544a\u4e2d\uff0c\u6211\u4e13\u95e8\u5199\u4e86\u4e00\u4e2a\u300cL2 \u6218\u4e89\u300d\u7ae0\u8282\uff0c\u5176\u4e2d\u9610\u8ff0\u4e86\u6211\u5bf9 Rollup \u9886\u57df\u7684\u770b\u6cd5\u4ee5\u53ca\u672a\u6765\u4e00\u5e74\u7684\u8d8b\u52bf\u3002\u4e3b [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[],"class_list":["post-1009","post","type-post","status-publish","format-standard","hentry","category-news"],"_links":{"self":[{"href":"http:\/\/www.fubairui.net\/index.php?rest_route=\/wp\/v2\/posts\/1009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"http:\/\/www.fubairui.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"http:\/\/www.fubairui.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"http:\/\/www.fubairui.net\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"http:\/\/www.fubairui.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1009"}],"version-history":[{"count":1,"href":"http:\/\/www.fubairui.net\/index.php?rest_route=\/wp\/v2\/posts\/1009\/revisions"}],"predecessor-version":[{"id":2662,"href":"http:\/\/www.fubairui.net\/index.php?rest_route=\/wp\/v2\/posts\/1009\/revisions\/2662"}],"wp:attachment":[{"href":"http:\/\/www.fubairui.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"http:\/\/www.fubairui.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1009"},{"taxonomy":"post_tag","embeddable":true,"href":"http:\/\/www.fubairui.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}