比特幣 Layer-2 (L2) 解決方案在 2024 年第二季營收達 9,460 萬美元，預示著潛在的新市場敘事

2024 年第二季度，比特幣 Layer-2 計畫總共籌集了 9,460 萬美元，較上一季大幅成長 174%

Bitcoin Layer-2 (L2) projects are making waves in the crypto world, attracting significant investment and gaining user attention. This growing traction suggests that the markets could be on the brink of a new narrative.

比特幣 Layer-2 (L2) 專案正在加密世界掀起波瀾，吸引了大量投資並贏得了用戶關注。這種日益增長的吸引力表明市場可能處於新敘事的邊緣。

With ongoing development and investment in Bitcoin L2 technologies, a new chapter in the Bitcoin story may unfold.

隨著比特幣 L2 技術的不斷發展和投資，比特幣故事的新篇章可能會展開。

Bitcoin Layer-2s Keep Gaining Traction

比特幣 Layer-2 不斷受到關注

According to a recent report by Michael Novogratz’s Galaxy, Bitcoin Layer-2 projects collectively raised an impressive $94.6 million in the second quarter of 2024. This represents a substantial 174% increase quarter-over-quarter, with experts noting that at least 65 projects identify themselves as Bitcoin Layer-2.

根據Michael Novogratz 的Galaxy 最近的一份報告，比特幣Layer-2 計畫在2024 年第二季總共籌集了9,460 萬美元，令人印象深刻。至少有65 個項目確定它們本身就是比特幣第 2 層。

Bitcoin Layer-2 solutions are protocols built on top of Bitcoin’s base layer to increase scalability and functionality. These solutions process transactions off the main blockchain, addressing limitations in transaction throughput, block confirmation time, and costs. They maintain the security of the Bitcoin network while enabling advanced features like complex smart contracts. As a result, Bitcoin’s utility expands in areas such as payments, DeFi, NFTs, and other markets.

比特幣第 2 層解決方案是建立在比特幣基礎層之上的協議，旨在提高可擴展性和功能性。這些解決方案處理主區塊鏈以外的交易，解決交易吞吐量、區塊確認時間和成本方面的限制。它們維護比特幣網路的安全性，同時啟用複雜的智慧合約等高級功能。因此，比特幣的效用在支付、DeFi、NFT 和其他市場等領域得到擴展。

Notable examples include Mezo, Bitlayer, and Avalon Labs, which won BNB Incubation Alliance Round 2 at Bitcoin 2024. Mezo completed its $7.5 million strategic funding round on July 26, led by Ledger Cathay Fund. This brought total funding for Mezo to $30 million following its April 2024 debut. Mezo is a Bitcoin L2 that lets HODLers earn yield.

著名的例子包括 Mezo、Bitlayer 和 Avalon Labs，後者在 Bitcoin 2024 上贏得了 BNB 孵化聯盟第二輪融資。自 2024 年 4 月首次亮相以來，Mezo 的總融資額達到 3,000 萬美元。 Mezo 是一種比特幣 L2，可以讓 HODLers 賺取收益。

Bitlayer, on the other hand, raised $11 million in its Series A funding round, led by Franklin Templeton.

另一方面，Bitlayer 在富蘭克林鄧普頓領投的 A 輪融資中籌集了 1,100 萬美元。

“Franklin Templeton’s participation marks a notable milestone as Bitlayer becomes the first Bitcoin Layer 2 infrastructure project to secure strategic investment from an ETF-licensed institution,” Bitlayer said.

Bitlayer 表示：“富蘭克林鄧普頓的參與標誌著一個顯著的里程碑，因為 Bitlayer 成為第一個獲得 ETF 許可機構戰略投資的比特幣 Layer 2 基礎設施項目。”

The notable uptick in funding highlights the growing confidence and support for scaling solutions.

資金的顯著增加凸顯了人們對擴展解決方案的信心和支持不斷增長。

L2s Could Fuel New BTC Bullish Wave

L2s 可能會推動新的 BTC 看漲浪潮

Among the most popular Bitcoin L2s is the Lightning Network, while another one, Stacks (STX), advertises itself as “the leading Bitcoin L2 for smart contracts, applications, and DeFi.” The STX community approved the Nakamoto upgrade earlier this year, making the network faster and enabling rapid block times.

最受歡迎的比特幣 L2 是閃電網絡，而另一個是 Stacks (STX)，它標榜自己是「用於智能合約、應用程式和 DeFi 的領先比特幣 L2」。 STX 社群今年稍早批准了 Nakamoto 升級，使網路速度更快並實現快速出塊時間。

“Bitcoin Layer-2 has been a neglected category in crypto for too long but this narrative is about to explode. Stacks Nakamoto upgrade is coming at the end of August and will unlock Bitcoin’s programmability. By enabling smart contracts and dApps to interact directly with Bitcoin through sBTC, Stacks opens up a new realm of possibilities for Bitcoin-based applications,” popular user Sakemate commented.

「比特幣 Layer-2 長期以來一直是加密領域被忽視的類別，但這種說法即將爆發。 Stacks Nakamoto 升級將於 8 月底推出，並將解鎖比特幣的可編程性。透過讓智慧合約和 dApp 能夠透過 sBTC 直接與比特幣交互，Stacks 為基於比特幣的應用程式開闢了一個新的可能性領域。

The increasing focus on scaling solutions suggests a potential shift in the narrative surrounding Bitcoin in 2024. As Bitcoin continues to mature and adapt to the evolving demands of the digital economy, this new narrative could drive a bullish wave for the asset’s price, potentially attracting more traders to the BTC chain and network.

對擴容解決方案的日益關注表明，2024 年圍繞比特幣的敘述可能會發生轉變。可能會吸引更多人交易者連接到 BTC 鍊和網路。

The strength in the BTC market could see capital rotate into Layer-2 tokens as well, such as STX, Elastos (ELA), SatoshiVM (SVM), and BVM (BVM), putting them in the spotlight once again.

BTC 市場的強勢也可能導致資本轉向 Layer-2 代幣，例如 STX、Elastos (ELA)、SatoshiVM (SVM) 和 BVM (BVM)，使它們再次成為人們關注的焦點。