比特幣 Layer 2 基金會需要開始在其金庫中持有比特幣

多年來，比特幣被稱為「數位岩石」——一種可靠的價值儲存手段，但僅此而已。但現在隨著比特幣 Layer 2 的爆發，比特幣正在成為「可編程岩石」。

As someone who's watched this space evolve, I've come to believe that Bitcoin Layer 2 foundations need to start holding bitcoin in their treasuries. It makes too much sense for them not to.

作為見證這個領域發展的人，我開始相信比特幣 Layer 2 基金會需要開始在他們的金庫中持有比特幣。對他們來說，不這樣做是很有意義的。

For years, bitcoin was known as "digital rock" — a solid store of value but not much else. But now with the explosion of Bitcoin Layer 2s, bitcoin is becoming a "programmable rock." These layers are adding functionalities like smart contracts and scaling solutions, making bitcoin more versatile than ever.

多年來，比特幣被稱為「數位岩石」——一種可靠的價值儲存手段，但僅此而已。但現在隨著比特幣 Layer 2 的爆炸式增長，比特幣正在成為「可編程岩石」。這些層增加了智慧合約和擴展解決方案等功能，使比特幣比以往更加通用。

But here's the thing: These projects raise millions of dollars from VCs and investors, and most of that money ends up sitting in fiat currencies like USD. That's a huge mistake.

但事情是這樣的：這些項目從創投和投資者籌集了數百萬美元，其中大部分資金最終都以美元等法定貨幣形式存在。這是一個巨大的錯誤。

Why? Because fiat is a melting ice cube. Every year, it loses 5-10% of its value due to inflation. The longer you hold it, the less it's worth. On the other hand, bitcoin has a Compound Annual Growth Rate (CAGR) of around 70%. If these foundations held their treasury in bitcoin instead of fiat, their runway wouldn't just stay the same — it would grow.

為什麼？因為法幣是一塊正在融化的冰塊。每年，它都會因通貨膨脹而損失 5-10% 的價值。你持有它的時間越長，它的價值就越低。另一方面，比特幣的複合年增長率（CAGR）約為 70%。如果這些基金會以比特幣而不是法定貨幣持有其資金，他們的跑道將不僅保持不變，而且還會成長。

Imagine having 70% more resources each year to fund developers, grants, and projects. That's the kind of edge that could make or break a Layer 2 ecosystem.

想像一下，每年有 70% 的資源用於資助開發商、補助金和專案。這種優勢可能會成就或破壞第 2 層生態系。

Okay, okay, I get it — bitcoin is volatile, and these foundations need some stability. Because of this, keeping three to four years of runway in fiat makes sense. It would help to cover short-term needs. But the rest? It should be in bitcoin. Over the long run, this strategy could double or even triple the runway of these foundations, giving them the time and resources they need to succeed.

好吧，好吧，我明白了——比特幣是不穩定的，這些基礎需要一定的穩定性。正因為如此，菲亞特保留三到四年的跑道是有道理的。這將有助於滿足短期需求。但剩下的呢？應該是比特幣。從長遠來看，這項策略可以使這些基金會的跑道增加一倍甚至三倍，為他們提供成功所需的時間和資源。

There's a precedent for this too. Remember EOS? They raised $4.2 billion in 2018 and reportedly bought 164,000 bitcoin with it. Today, that bitcoin is worth around $16 billion — even though EOS itself fell off the map. Now, imagine if Bitcoin Layer 2 foundations did the same but actually used their bitcoin to grow and sustain their ecosystem. The potential is massive.

這也是有先例的。還記得EOS嗎？他們在 2018 年籌集了 42 億美元，據報道用它購買了 164,000 枚比特幣。如今，儘管 EOS 本身已經銷聲匿跡，但比特幣的價值約為 160 億美元。現在，想像一下，如果比特幣 Layer 2 基金會也這樣做，但實際上使用他們的比特幣來發展和維持他們的生態系統。潛力大。

At the end of the day, these foundations are building on bitcoin. They believe in its future, so why not hold it in their treasuries? Bitcoin is the best store of value out there. If you're running a Bitcoin Layer 2 foundation, stop holding depreciating fiat, and start holding bitcoin. It's not just a smart move — it's the move.

歸根究底，這些基礎都是建立在比特幣之上的。他們相信它的未來，那為什麼不把它放在自己的金庫裡呢？比特幣是最好的價值儲存手段。如果您正在運行比特幣第 2 層基礎，請停止持有貶值的法定貨幣，並開始持有比特幣。這不僅僅是一個聰明的舉動——這就是一個舉措。