加密貨幣的長尾顛覆性趨勢

區塊鏈網路之間的互通性。重試。 EVM。新周期中數位資產市場提振的一些主要趨勢

The crypto market has had a strong start to 2024, with several trends emerging that are shaping the altcoin landscape and contributing to the growth of digital assets.

到 2024 年，加密貨幣市場已經有了一個強勁的開局，出現了一些正在塑造山寨幣格局並促進數位資產成長的趨勢。

One key vertical that has emerged in this new cycle is re-staking, which involves continuously staking the rewards earned from staking tokens, essentially compounding the returns over time. Several projects are implementing mechanisms that encourage users to restake their staking rewards, increasing their stake in the network and contributing to its security and stability. EigenLayer (EIGEN), EtherFi (ETHFI), and Renzo (REZ) are among the projects facilitating this practice.

在這個新周期中出現的一個關鍵垂直領域是重新質押，這涉及不斷質押從質押代幣中獲得的獎勵，本質上是隨著時間的推移實現回報的複利。一些項目正在實施鼓勵用戶重新抵押其質押獎勵的機制，增加他們在網路中的權益並為其安全性和穩定性做出貢獻。 EigenLayer (EIGEN)、EtherFi (ETHFI) 和 Renzo (REZ) 是促進此實踐的計畫之一。

Another notable trend is the increasing adoption of Layer2 scaling solutions such as Optimistic Rollups, zkRollups and side-chains by altcoins to improve transaction speeds and reduce fees. Some of the projects in this category that are attracting attention include Arbitrum (ARB), Optimism (OP), Polygon (MATIC), and Starknet (STRK). These projects aim to enhance user experience and attract more users to their platforms.

另一個值得注意的趨勢是山寨幣越來越多地採用 Layer2 擴展解決方案，例如 Optimistic Rollups、zkRollups 和側鏈，以提高交易速度並降低費用。這一類別中引起關注的一些項目包括 Arbitrum (ARB)、Optimism (OP)、Polygon (MATIC) 和 Starknet (STRK)。這些項目旨在增強用戶體驗並吸引更多用戶使用其平台。

Interoperability between blockchain networks is also emerging as a significant trend, with projects collaborating and building bridges to enable asset transfers and communication across disparate blockchains. This trend aims to create a more interconnected and efficient blockchain ecosystem instead of many different siloed blockchains. Some of the projects facilitating this interoperability include Axelar (AXL), Across (ACX) and Stargate (STG).

區塊鏈網路之間的互通性也正在成為一個重要趨勢，專案之間進行協作並建立橋樑，以實現跨不同區塊鏈的資產轉移和通訊。這一趨勢旨在創建一個更互聯和高效的區塊鏈生態系統，而不是許多不同的孤立區塊鏈。促進這種互通性的一些項目包括 Axelar (AXL)、Across (ACX) 和 Stargate (STG)。

With the rise of Layer 2 solutions and interoperability, modular blockchains represent the next phase of digital assets’ evolution. These blockchains are designed to be adaptable and customizable, offering a flexible framework where developers can plug-and-play modules such as consensus mechanisms, token standards and governance models. Some blockchains that are using this modularity to enhance scalability, interoperability and security include Celestia (TIA) and Dymension (DYM).

隨著 Layer 2 解決方案和互通性的興起，模組化區塊鏈代表了數位資產發展的下一階段。這些區塊鏈被設計為具有適應性和可自訂性，提供了一個靈活的框架，開發人員可以在其中即插即用模組，例如共識機制、代幣標準和治理模型。一些使用這種模組化來增強可擴展性、互通性和安全性的區塊鏈包括 Celestia (TIA) 和 Dymension (DYM)。

Finally, parallelized Ethereum Virtual Machines (EVMs) are breaking down smart contract execution into parallel tasks, harnessing the power of multiple nodes simultaneously. The most popular parallelized EVMs, such as Sei (SEI), Canto (CANTO), Nomad, and NeonEVM (NEON), are attempting to do this by processing transactions off-chain, then aggregating them back onto the Ethereum mainnet. This approach drastically improves transaction throughput and reduces latency, addressing Ethereum's historic limitations in these areas.

最後，並行以太坊虛擬機器（EVM）將智慧合約執行分解為平行任務，同時利用多個節點的力量。最受歡迎的並行 EVM，例如 Sei (SEI)、Canto (CANTO)、Nomad 和 NeonEVM (NEON)，正在嘗試透過處理鏈下交易，然後將它們聚合回以太坊主網來實現這一點。這種方法極大地提高了交易吞吐量並減少了延遲，解決了以太坊在這些領域的歷史限制。