Alkimiya 推出首個用於交易基礎匯總收入的 DeFi 市場

Alkimiya 是一個開創性的區塊空間市場協議，今天推出了第一個市場，允許用戶直接交易 Base rollup 產生的收入。

Alkimiya, a pioneering blockspace markets protocol, today announced the launch of the first market that allows users to directly trade revenue generated by the Base rollup. This new primitive serves as a novel way to participate in L2 ecosystems, especially those without governance tokens.

Alkimiya 是一個開創性的區塊空間市場協議，今天宣布推出第一個市場，允許用戶直接交易 Base rollup 產生的收入。這種新的原語是參與 L2 生態系統的一種新穎方式，尤其是那些沒有治理代幣的生態系統。

The market will trade a percentage of the total gas paid to the Base sequencer, which can vary drastically — from as low as 10 ETH to as high as 200 ETH in a single day. This metric serves as a direct measure of blockspace utilization, with higher gas spent indicating increased on-chain activity.

市場將交易支付給 Base 排序器的總 Gas 費的一定百分比，該百分比可能會有很大差異 - 從低至 10 ETH 到高達 200 ETH 一天。此指標可直接衡量區塊空間利用率，較高的 Gas 消耗表示鏈上活動增加。

The Base L2 gas markets also present a unique opportunity for traders to capitalize on various on-chain activities that contribute to increased gas fees. For instance, during the launch of Magic Eden's L2 airdrop in November, gas prices on Base soared to over 1.2 gwei as users rushed to claim their L2 NFTs.

Base L2 Gas 市場也為交易者提供了一個獨特的機會，可以利用各種導致 Gas 費用增加的鏈上活動。例如，在 11 月 Magic Eden 的 L2 空投啟動期間，隨著用戶爭先恐後地領取 L2 NFT，Base 上的 Gas 價格飆升至 1.2 gwei 以上。

“Trading total gas spent is a unique way to bet on the fundamental growth of an ecosystem without interacting with the platform's governance tokens, and in this case, Base doesn't have a token,” said Leo Zhang, founder of Alkimiya.

「交易消耗的 Gas 總量是一種押註生態系統基本成長的獨特方式，無需與平台的治理代幣互動，在這種情況下，Base 沒有代幣，」Alkimiya 創始人 Leo Zhang 表示。

The economic relationship between the ETH mainnet and its rollups has long been a subject of discussion. Broadly, the dispute arises from differing opinions on who ultimately benefits when transaction volume moves from the mainnet to L2 networks.

ETH 主網與其 Rollups 之間的經濟關係長期以來一直是討論的話題。從廣義上講，爭議源於對交易量從主網轉移到 L2 網路時誰最終受益的不同看法。

Top L2s are consistently raking in millions a month in revenue while paying <15% of to L1 validators since EIP-4844. Notably, L2s like Arbitrum and Optimism have seen their governance tokens appreciate by over 10x since their launches.

自 EIP-4844 以來，頂級 L2 每月持續賺取數百萬美元的收入，同時向 L1 驗證者支付的費用不到 15%。值得注意的是，Arbitrum 和 Optimism 等 L2 的治理代幣自推出以來已經升值了 10 倍以上。

Launched in August 2023, Base quickly became one of the fastest-growing communities. It attracted a vibrant user base and positioned itself as a leader by generating the highest revenue among its peers — over $14 million in the last month.

Base 於 2023 年 8 月推出，迅速成為成長最快的社群之一。它吸引了充滿活力的用戶群，並透過在同行中創造最高的收入（上個月超過 1400 萬美元）將自己定位為領導者。

Being a rollup without a governance token, Base presents an interesting case for Alkimiya to introduce a new primitive in the L2 ecosystem. Now, active community members can offset transaction costs by buying a percentage of the total gas spent on Base.

作為一個沒有治理代幣的匯總，Base 為 Alkimiya 提供了一個有趣的案例，在 L2 生態系統中引入新的原語。現在，活躍的社區成員可以透過購買 Base 總 Gas 費用的一定比例來抵消交易成本。

Meanwhile, investors bullish on the Base ecosystem can participate in its upside. It is unlikely that Base will issue a governance token according to Jesse Pollack, creator of Base and head of protocols at Coinbase.

同時，看好 Base 生態系統的投資者可以參與其上漲。 Base 的創建者兼 Coinbase 協議負責人 Jesse Pollack 表示，Base 不太可能發行治理代幣。

“These markets are also designed to capture the value of most on-chain activities that contribute to increased gas fees. For example, if an NFT project launches on Base and drives up gas prices, those participating in these markets will benefit from the increased activity,” reads the announcement.

「這些市場也旨在捕捉大多數導致天然氣費用增加的鏈上活動的價值。例如，如果一個 NFT 項目在 Base 上啟動並推高了 Gas 價格，那麼參與這些市場的人將受益於活動的增加。

Alkimiya is known for its innovative approach to markets, and its traders are renowned for their ability to identify and capitalize on trends in on-chain activity. In November, Blockworks reported that traders on Alkimiya's BTC Feerate Market predicted and profited from on-chain events.

Alkimiya 以其創新的市場方法而聞名，其交易員以其識別和利用鏈上活動趨勢的能力而聞名。 11 月，Blockworks 報告稱，Alkimiya BTC 費率市場上的交易者預測了鏈上事件並從中獲利。

For instance, a spike in reverted transactions occurred as bots attempted to snipe new memecoin launches. Over 53% of the transactions were reverted, causing gas price on the network to elevate.

例如，當機器人試圖阻止新的 memecoin 發佈時，恢復的交易量就會激增。超過 53% 的交易被恢復，導致網路上的 Gas 價格上漲。

However, users lacked protection against these volatile fee swings, simply paying the higher costs as they occurred. Now, Alkimiya enables users to hedge against these fluctuations.

然而，用戶缺乏對這些波動性費用波動的保護，只是在發生時支付更高的成本。現在，Alkimiya 使用戶能夠對沖這些波動。

Alkimiya was founded by a team of researchers and traders with a deep understanding of theسرائ Blockspace dynamics. Developed by Anicca Research, a leading institution in the field, Alkimiya protocol is the result of comprehensive studies and influential publications by leading researchers.

Alkimiya 是由一群對區塊空間動態有深入了解的研究人員和交易者團隊創立的。 Alkimiya 協議由該領域的領先機構 Anicca Research 開發，是領先研究人員綜合研究和有影響力出版物的結果。

The Alkimiya Base L2 Gas Market is currently live on Base. In August, it introduced its BTC Feerate Market, enabling users to trade the average Bitcoin network transaction feerate.

Alkimiya Base L2 天然氣市場目前已在 Base 上線。 8 月，它推出了 BTC 費率市場，使用戶能夠交易平均比特幣網路交易費率。

Traders leveraged this market to benefit from on-chain events, such as Babylon Cap-1 launch, Magic Eden airdrop, and popular Rune mints.

交易者利用這個市場從鏈上活動中受益，例如 Babylon Cap-1 發布、Magic Eden 空投和流行的符文鑄幣。