以太幣、幣安、Coinbase 在 Layer 2 霸權之戰中展開衝突

VanEck 的分析師預測，以太坊第2 層網路將大幅成長，預計到2030 年市值將達到1 兆美元。第2 層解決方案的激增旨在解決以太坊的可擴展性限制並提供更快的交易處理，從而推動區塊鏈基礎設施的成長。儘管 Layer 2 代幣之間存在競爭，但分析師預見到一個充滿活力的專業網路生態系統，將在未來推動創新並重塑產業。

The Layer 2 Solution Battleground: Ethereum, Binance, and Coinbase Vie for Supremacy

Layer 2 解決方案戰場：以太坊、幣安和 Coinbase 爭奪霸主地位

Amidst the surging popularity of blockchain technology and its myriad applications, a fierce competition has emerged between leading cryptocurrency platforms over the development and implementation of Layer 2 (L2) solutions. These solutions, designed to enhance the scalability and efficiency of blockchain networks, have the potential to revolutionize the industry and address the challenges faced by existing Layer 1 (L1) blockchains, primarily Ethereum.

隨著區塊鏈技術及其應用的不斷普及，領先的加密貨幣平台之間在第 2 層 (L2) 解決方案的開發和實施方面出現了激烈的競爭。這些解決方案旨在增強區塊鏈網路的可擴展性和效率，有可能徹底改變產業並解決現有第 1 層 (L1) 區塊鏈（主要是以太坊）所面臨的挑戰。

Prominent players such as Ethereum, Binance, and Coinbase are investing heavily in L2 solutions, each vying for dominance in this rapidly evolving market. However, analysts at VanEck have presented a compelling argument that the rise of L2 networks is not merely a fleeting trend but a necessary lifeline for L1 blockchains grappling with persistent congestion issues.

以太坊、幣安和 Coinbase 等知名參與者正在大力投資 L2 解決方案，各自爭奪這個快速發展的市場的主導地位。然而，VanEck 的分析師提出了一個令人信服的論點，即 L2 網路的興起不僅僅是一種短暫的趨勢，而且是應對持續擁塞問題的 L1 區塊鏈的必要生命線。

VanEck's Bold Prediction: A Trillion-Dollar Ethereum L2 Market Cap by 2030

VanEck 的大膽預測：到 2030 年，以太坊 L2 市值將達到兆美元

In a comprehensive report, VanEck analysts Patrick Bush and Matthew Sigel have forecasted a meteoric rise in the market capitalization of Ethereum L2 solutions, predicting that it could reach a staggering $1 trillion by 2030. This bullish projection is predicated on the belief that L2 networks are poised to exploit Ethereum's limitations and cater to the burgeoning demands of an expanding blockchain ecosystem.

VanEck 分析師 Patrick Bush 和 Matthew Sigel 在一份綜合報告中預測，以太坊L2 解決方案的市值將迅速上升，預計2030 年將達到驚人的1 萬億美元。這項樂觀預測基於這樣的信念：L2 網路準備好利用以太坊的局限性並滿足不斷擴大的區塊鏈生態系統不斷增長的需求。

The report highlights Ethereum's ongoing struggles with data processing, a significant constraint impeding its scalability despite its dominance in the smart contract domain. However, Ethereum is actively pursuing enhancements to its L2 transaction processing capabilities, as evidenced by the recent Dencun upgrade.

該報告強調了以太坊在數據處理方面持續存在的困難，儘管它在智能合約領域佔據主導地位，但這是阻礙其可擴展性的重大限制。然而，以太坊正在積極尋求增強其 L2 交易處理能力，最近的 Dencun 升級證明了這一點。

VanEck's ambitious prediction stems from its conviction that L2 networks are primed to capitalize on Ethereum's weaknesses and effectively address the growing needs of a rapidly evolving ecosystem. Amidst rising transaction fees and prolonged processing times on Ethereum (ETH), the adoption of L2 networks appears inevitable as a viable solution for the blockchain's future.

VanEck 雄心勃勃的預測源於其堅信 L2 網路已準備好利用以太坊的弱點並有效滿足快速發展的生態系統不斷增長的需求。隨著以太坊 (ETH) 交易費用的不斷上漲和處理時間的延長，L2 網路的採用似乎不可避免地成為區塊鏈未來的可行解決方案。

The Rise of the L2 Titans: Surpassing Ethereum in Revenue

L2巨頭的崛起：營收超越以太坊

In a groundbreaking report, VanEck analysts envision a future where Ethereum L2 networks eclipse the core network in terms of revenue generation. According to Bush and Sigel, this ascent is all but guaranteed given Ethereum's inability to compete on transaction throughput and user experience.

在一份開創性的報告中，VanEck 分析師展望了未來，以太坊 L2 網路在創造收入方面將超越核心網路。 Bush 和 Sigel 認為，鑑於以太坊無法在交易吞吐量和用戶體驗方面進行競爭，這種上升幾乎是板上釘釘的事情。

VanEck's futuristic blockchain landscape depicts a vibrant ecosystem teeming with thousands of specialized L2 networks, promising to reshape industries and unlock new frontiers. From decentralized social media platforms to niche financial applications, the possibilities for innovation appear boundless.

VanEck 的未來區塊鏈景觀描繪了一個充滿活力的生態系統，其中充滿了數千個專業 L2 網絡，有望重塑產業並開闢新領域。從去中心化的社交媒體平台到利基金融應用程序，創新的可能性似乎是無限的。

However, the analysts caution against unbridled optimism, citing the fierce competition within the L2 token space. The top seven Ethereum L2 tokens already command a market capitalization of $40 billion, raising concerns about potential market saturation.

然而，分析師警告不要過度樂觀，理由是 L2 代幣領域競爭激烈。排名前七的以太坊 L2 代幣的市值已經達到 400 億美元，引發了人們對潛在市場飽和的擔憂。

Challenges and Opportunities in the L2 Landscape

L2 格局中的挑戰與機遇

While L2 solutions hold immense potential, it is crucial to acknowledge the challenges they face. The regulatory landscape remains uncertain, with different jurisdictions adopting varying approaches to the classification and treatment of L2 tokens and networks. Additionally, the security of L2 solutions is paramount, as they inherit the underlying security vulnerabilities of their respective L1 blockchains.

雖然 L2 解決方案擁有巨大潛力，但承認它們面臨的挑戰至關重要。監管環境仍然不確定，不同的司法管轄區對 L2 代幣和網路的分類和處理採取不同的方法。此外，L2 解決方案的安全性至關重要，因為它們繼承了各自 L1 區塊鏈的底層安全漏洞。

Despite these challenges, the L2 market represents a fertile ground for innovation and growth. New L2 projects are emerging with novel approaches to scalability, security, and interoperability. As the technology matures and gains wider acceptance, L2 solutions are poised to transform the blockchain industry and empower developers with the tools to create groundbreaking applications.

儘管存在這些挑戰，L2 市場仍然是創新和成長的沃土。新的 L2 專案不斷湧現，採用新穎的方法實現可擴展性、安全性和互通性。隨著技術的成熟並獲得更廣泛的接受，L2 解決方案有望改變區塊鏈產業，並為開發人員提供創建突破性應用程式的工具。

Conclusion

結論

The Layer 2 revolution is underway, driven by the relentless pursuit of scalability, efficiency, and enhanced user experience. Ethereum, Binance, Coinbase, and other industry leaders are investing heavily in this transformative technology, recognizing its potential to unlock the full potential of blockchain.

在對可擴展性、效率和增強用戶體驗的不懈追求的推動下，第 2 層革命正在進行中。以太坊、幣安、Coinbase 和其他行業領導者正在大力投資這項變革性技術，認識到它有潛力釋放區塊鏈的全部潛力。

While the future of L2 solutions remains uncertain, the bold predictions of VanEck analysts have set the stage for an exciting journey. The coming years will witness a fierce battle for market dominance, the emergence of innovative L2 projects, and the potential realization of a trillion-dollar L2 market cap. As the blockchain ecosystem continues to evolve, L2 solutions are poised to play a pivotal role in shaping its future and enabling the transformative potential of this groundbreaking technology.

雖然 L2 解決方案的未來仍然不確定，但 VanEck 分析師的大膽預測已經為令人興奮的旅程奠定了基礎。未來幾年將見證市場主導地位的激烈爭奪、創新L2項目的出現以及萬億美元市值的潛在實現。隨著區塊鏈生態系統的不斷發展，L2 解決方案將在塑造其未來並發揮這項突破性技術的變革潛力方面發揮關鍵作用。