VanEck 報告：以太坊 Layer 2 網路預計在 2030 年達到 1 兆美元的市值

在最近的一份報告中，投資經理VanEck 預測，到2030 年，以太坊的Layer 2 擴展網路的市值可能會達到1 兆美元。分析師強調Layer 2 在增強區塊鏈可擴展性和效率方面的潛力，重點在於解決以太坊有限的處理能力。該報告探討了 Layer 2 生態系統的各個方面，包括開發人員和使用者體驗、信任假設、交易定價和生態系統規模。

Ethereum Layer 2 Scaling Networks Projected to Reach $1 Trillion Market Cap by 2030: VanEck Report

VanEck 報告：以太坊第 2 層擴展網路預計到 2030 年將達到 1 兆美元市值

In a comprehensive report released on April 3, 2023, leading investment manager VanEck has forecasted the potential of Ethereum's Layer 2 scaling networks to reach a market capitalization of $1 trillion by the end of this decade.

在 2023 年 4 月 3 日發布的一份綜合報告中，領先的投資經理 VanEck 預測，到本十年末，以太坊第 2 層擴展網絡的市值將達到 1 兆美元。

VanEck analysts Patrick Bush and Matthew Sigel provided detailed insights into the game-changing capabilities of these networks, highlighting their potential to revolutionize blockchain scalability and optimize efficiency.

VanEck 分析師 Patrick Bush 和 Matthew Sigel 對這些網路改變遊戲規則的能力提供了詳細的見解，強調了它們徹底改變區塊鏈可擴展性和優化效率的潛力。

Ethereum's Scalability Challenges and Layer 2 Solutions

以太坊的可擴展性挑戰與第 2 層解決方案

The report acknowledges Ethereum's immense dominance in the smart contract space but emphasizes a critical challenge: limited capacity to process, store, and compute data. Consequently, when network utilization intensifies, transaction fees and processing times escalate significantly.

該報告承認以太坊在智慧合約領域的巨大主導地位，但強調了一個關鍵挑戰：處理、儲存和計算數據的能力有限。因此，當網路利用率提高時，交易費用和處理時間會顯著增加。

To address this scalability hurdle, Layer 2 (L2) solutions have emerged as a key innovation. These networks operate as second layers built atop Ethereum, leveraging innovative mechanisms to alleviate congestion and enhance scalability.

為了解決這項可擴展性障礙，第 2 層 (L2) 解決方案已成為關鍵創新。這些網路作為構建在以太坊之上的第二層運行，利用創新機制來緩解擁塞並增強可擴展性。

Optimum Roll-Ups and Zero-Knowledge Roll-Ups are prominent L2 technologies that play a crucial role in addressing Ethereum's scalability concerns. By bundling multiple transactions into a single batch for processing, these technologies significantly reduce transaction fees and improve throughput.

最優匯總和零知識匯總總是著名的 L2 技術，在解決以太坊的可擴展性問題方面發揮著至關重要的作用。透過將多個交易捆綁到一個批次中進行處理，這些技術顯著降低了交易費用並提高了吞吐量。

Dominance and Growth Projections for L2 Networks

L2 網路的主導地位和成長預測

VanEck analysts estimate that Ethereum will maintain its dominance, capturing over 60% of the market share among public blockchains. L2 scaling solutions are poised to play a pivotal role in this continued dominance by effectively resolving the network's scalability challenges.

VanEck 分析師估計，以太坊將保持其主導地位，佔據公共區塊鏈 60% 以上的市場份額。透過有效解決網路的可擴展性挑戰，L2 擴展解決方案有望在這種持續主導地位中發揮關鍵作用。

The report predicts an exponential rise in the Total Value Locked (TVL) for L2 blockchains within the Ethereum ecosystem. L2s are expected to capture a significant portion of transaction value and TVL, underscoring their growing importance in the blockchain landscape.

該報告預測以太坊生態系統中 L2 區塊鏈的總鎖定價值（TVL）將呈指數級增長。 L2 預計將佔據交易價值和 TVL 的很大一部分，這凸顯了它們在區塊鏈領域中日益增長的重要性。

Valuation of Layer 2 Tokens

Layer 2 代幣的估值

The report also delves into the uncertain future of L2 token valuations. VanEck analysts speculate that the top seven Ethereum-based L2 tokens currently boast a total diluted valuation of approximately $40 billion. They posit that the increasing adoption and deployment of L2 projects in the coming months could propel the valuation to an astounding $100 billion.

該報告還深入探討了 L2 代幣估值的不確定未來。 VanEck 分析師推測，目前排名前七的基於以太坊的 L2 代幣的稀釋後估值總額約為 400 億美元。他們認為，未來幾個月 L2 專案的採用和部署的增加可能會將估值推至驚人的 1,000 億美元。

Conclusion

結論

VanEck's report provides valuable insights into the promising future of Ethereum Layer 2 scaling networks. It underscores the critical need for scalability solutions to unlock the full potential of blockchain technology and highlights the potential for substantial market growth and token value appreciation in the L2 ecosystem over the coming years.

VanEck 的報告為以太坊第 2 層擴展網路的前景提供了寶貴的見解。它強調了對可擴展性解決方案的迫切需求，以釋放區塊鏈技術的全部潛力，並強調未來幾年 L2 生態系統中市場大幅成長和代幣價值升值的潛力。