Polynomial.fi 聯合創始人警告稱，以太坊 Layer 2 擴展解決方案可能很快就會達到極限

第 2 層解決方案是建立在第 1 層網路之上的協定或網絡，以提高其可擴展性並降低交易成本

Co-founder of Polynomial.fi Gautham Santhosh has raised concerns over the potential limitations of Ethereum Layer 2 scaling solutions in efficiently scaling the mainnet. Layer 2 solutions are protocols or networks built on top of a layer-1 networks to improve its scalability and reduce transaction costs by processing transactions off-chain and then periodically settling the results on the main chain. More and more users have embraced these protocols for faster and more affordable transactions late last year. That's evident from the spike in the number of blobs or binary large objects posted by hundreds of L2s to Ethereum. Since November, the daily tally has averaged a record 21,000, according to pseudonymous data analyst Hildobby's Dune Analytics dashboard. But here's the concerning part: Just two Layer 2s – Coinbase's BASE and World Chain – account for 55% of the daily blog activity. So, a sustained demand for Layer 2s could quickly deplete available capacity. “Ethereum L2s are about to hit a brick wall. 55% of all blob space is already consumed by just 2 chains. And at current growth rates, we're only months away from everything breaking,” Santhosh said on X. Blobs are like regular transactions with an extra piece of transaction data attached. However, unlike traditional transactions, blob-carrying transactions do not permanently occupy the mainnet space and are only available for 18 days. Layer 2 protocols use blobs to bundle transactions, process them off-chain, and post them to the main chain for verification. The blob limit per block is six, with a target of three. When the target is reached, a base fee is charged to regulate demand from L2s. Since November, the demand for blobs has been so high that the target of three has consistently been met. In other words, scores of L2s are competing for the per-block target, driving base fees higher. “It's like having a highway with only 3 lanes for 50 growing cities,” Santhosh said. The chart shows the base submission fee has been markedly higher since November compared to preceding months, occasionally topping the $50 mark. These typically spike during market hours, airdrops and when a new layer 2 solution goes live, leading to higher user costs. “This is hitting everyone. DEXs seeing higher trade costs, perp protocols facing base fee spikes, users paying more for basic transactions,” Santosh explained. “At @polynomialFi, our base fees are up 300% in recent months.” According to pseudonymous Base builder Jesse.base.eth, the spike in the blob base fee is hampering L2 growth. “You can see this in the cyclical price spikes driven by daily demand cycles. We need more blobs ASAP to help all L2s continue scaling and ensure Ethereum is center of onchain,” Jesse said on X. Ethereum's Pectra upgrade, slated for March 2025, is expected to raise the blob limit per block to nine, with a target of 6. But, according to Santhosh, doubling capacity “only buys us months, not years.”

Polynomial.fi 共同創辦人 Gautham Santhosh 對以太坊第 2 層擴展解決方案在有效擴展主網方面的潛在限製表示擔憂。第 2 層解決方案是建立在第 1 層網絡之上的協議或網絡，透過在鏈外處理交易然後定期在主鏈上結算結果來提高其可擴展性並降低交易成本。去年年底，越來越多的用戶接受了這些協議，以實現更快、更實惠的交易。從數百個 L2 向以太坊發布的 blob 或二進位大物件數量激增可以明顯看出這一點。根據化名數據分析師 Hildobby 的 Dune Analytics 儀表板顯示，自 11 月以來，每日平均數已達到創紀錄的 21,000 個。但令人擔憂的部分是：光是兩個 Layer 2——Coinbase 的 BASE 和 World Chain——就佔了每日部落格活動的 55%。因此，對第 2 層的持續需求可能會迅速耗盡可用容量。 「以太坊 L2 即將碰壁。僅 2 個鏈就已經消耗了所有 Blob 空間的 55%。 「按照目前的成長率，我們距離一切崩潰只有幾個月的時間了。」Santhosh 在 X 上說道。然而，與傳統交易不同的是，攜帶 blob 的交易不會永久佔用主網空間，且僅可用 18 天。第 2 層協定使用 blob 來捆綁交易，在鏈外處理它們，並將它們發佈到主鏈進行驗證。每個區塊的 blob 限制為 6，目標為 3。當達到目標時，將收取基本費用以調節 L2 的需求。自 11 月以來，對斑點的需求一直如此之高，以至於達到了三個的目標。換句話說，數十個 L2 正在爭奪每個區塊的目標，從而推高了基本成本。 「這就像為 50 個發展中的城市提供一條只有 3 條車道的高速公路，」Santhosh 說。該圖表顯示，自 11 月以來，基本提交費用與前幾個月相比明顯較高，有時會突破 50 美元大關。這些通常會在市場時段、空投以及新的第 2 層解決方案上線時激增，從而導致更高的用戶成本。 「這對每個人來說都是打擊。 DEX 的交易成本更高，perp 協議面臨基本費用飆升，用戶為基本交易支付更多費用，」Santosh 解釋道。 “在 @polynomialFi，我們的基本費用近幾個月上漲了 300%。”根據匿名 Base 建造者 Jesse.base.eth 的說法，blob 基礎費用的飆升正在阻礙 L2 的成長。 「你可以從每日需求週期驅動的週期性價格飆升中看到這一點。我們需要盡快提供更多blob，以幫助所有L2 繼續擴展並確保以太坊成為鏈上的中心。的blob 限制提高到9 個，目標是6. 但是，桑托什表示，產能翻倍「只能為我們爭取幾個月的時間，而不是幾年的時間」。