以太坊 Layer 2 擴展解決方案預計到 2028 年將達到 1 兆美元的市值

以太坊的第 2 層擴展解決方案預計將在六年內達到 1 兆美元的市值，這得益於其解決以太坊可擴展性限制的能力。這些解決方案預計將帶來巨大的收入機會，分析師預測未來 18 個月內 L2 代幣的總市值可能從 400 億美元增加到 1,000 億美元。然而，眾多L2項目之間的激烈競爭引發了人們對L2相關代幣長期價值的擔憂。

Ethereum's Layer 2 Scaling Solutions Poised for $1 Trillion Market Cap by 2028

以太坊的第 2 層擴展解決方案預計到 2028 年市值將達到 1 兆美元

Introduction

介紹

The limitations of the Ethereum blockchain in terms of transaction processing, data storage, and computation have been well-documented. Layer 2 (L2) scaling solutions have emerged as potential remedies to these constraints, offering enhanced transaction throughput and user experience. A recent analysis by Van Eck, a leading investment management firm, projects that Ethereum's L2 solutions could reach a market capitalization of $1 trillion within the next six years.

以太坊區塊鏈在交易處理、資料儲存和運算方面的限制已得到充分證明。第 2 層 (L2) 擴展解決方案已成為解決這些限制的潛在補救措施，可提供增強的交易吞吐量和使用者體驗。領先的投資管理公司 Van Eck 最近的一項分析預測，以太坊的 L2 解決方案的市值可能在未來六年內達到 1 兆美元。

Addressing Ethereum's Scalability Challenges

解決以太坊的可擴展性挑戰

Ethereum's scalability limitations stem from its inherent design, which prioritizes security and decentralization. However, this design choice has constrained the network's capacity to handle the increasing volume of transactions. L2 blockchains, which operate on top of the Ethereum base layer, provide a means to overcome these limitations without compromising the underlying principles of the network.

以太坊的可擴展性限制源於其固有的設計，它優先考慮安全性和去中心化。然而，這種設計選擇限制了網路處理不斷增加的交易量的能力。 L2 區塊鏈在以太坊基礎層之上運行，提供了一種在不損害網路基本原理的情況下克服這些限制的方法。

Optimistic Roll-Ups and Zero-Knowledge Roll-Ups

樂觀匯總和零知識匯總

Van Eck's analysis highlights the critical role of Optimistic Roll-Ups (ORUs) and Zero-Knowledge Roll-Ups (ZKUs) in addressing Ethereum's scalability challenges. ORUs assume that transactions are valid until proven otherwise, while ZKUs employ cryptographic techniques to prove the validity of transactions without revealing underlying data. Both technologies significantly increase the blockchain's capacity to process transactions.

Van Eck 的分析強調了樂觀總結（ORU）和零知識總和（ZKU）在解決以太坊可擴展性挑戰方面的關鍵作用。 ORU 假設交易有效，除非另有證明，而 ZKU 採用加密技術來證明交易的有效性，而不洩露底層資料。這兩種技術都顯著提高了區塊鏈處理交易的能力。

EIP-4844: Blob Space and Reduced Data Posting Costs

EIP-4844：Blob 空間和降低的資料發布成本

The upcoming EIP-4844 upgrade to the Ethereum protocol will introduce "Blob Space," a designated area for storing large data blobs. This upgrade is expected to dramatically reduce data posting costs, further benefiting L2 operations financially.

即將推出的以太坊協議 EIP-4844 升級將引入“Blob 空間”，這是用於存儲大型數據 blob 的指定區域。此次升級預計將大幅降低資料發布成本，進一步為 L2 營運帶來經濟效益。

Intense Competition and Long-Term Token Value

激烈的競爭和長期的代幣價值

Despite the positive market outlook for L2 solutions, Van Eck's analysts express caution regarding the long-term value of L2-related tokens. They anticipate intense competition among numerous projects, with a market likely dominated by a few general-purpose L2 networks and a plethora of use case-specific networks. This proliferation of networks may hinder the price appreciation potential of individual L2 tokens.

儘管 L2 解決方案的市場前景樂觀，但 Van Eck 的分析師對 L2 相關代幣的長期價值表示謹慎。他們預計眾多專案之間的競爭將非常激烈，市場可能由少數通用 L2 網路和大量特定用例網路主導。網路的擴散可能會阻礙單一 L2 代幣的價格升值潛力。

Growing Market Share and Total Value Locked

市場佔有率和鎖定​​總價值不斷增長

The report predicts that by 2030, L2 protocols will capture a significant portion of transaction value and Total Value Locked (TVL) within the Ethereum ecosystem. This growth is attributed to the potential for Maximal Extractable Value (MEV) to augment L2 revenues and the competitive advantages that L2 platforms may offer in specific market segments.

該報告預測，到 2030 年，L2 協議將佔據以太坊生態系統內交易價值和總鎖定價值 (TVL) 的很大一部分。這種成長歸因於最大可提取價值 (MEV) 增加 L2 收入的潛力以及 L2 平台在特定細分市場中可能提供的競爭優勢。

Shift Towards Zero-Knowledge Frameworks

向零知識框架轉變

The development of L2 solutions is undergoing a significant shift towards zero-knowledge frameworks (ZKUs). ZKUs offer improved efficiency, scalability, and privacy, making them an increasingly attractive choice for L2 developers.

L2 解決方案的開發正在經歷向零知識框架 (ZKU) 的重大轉變。 ZKU 提供了更高的效率、可擴展性和隱私性，使其成為對 L2 開發人員越來越有吸引力的選擇。

Emergence of Use Case-Specific Roll-Ups

特定用例匯總的出現

Beyond general-purpose L2s, Van Eck's analysis anticipates the emergence of numerous use-case-specific Layer-2 roll-ups. This expansion signals the potential for blockchain technology to permeate industries beyond finance, including gaming, social media, and infrastructure.

除了通用 L2 之外，Van Eck 的分析還預計會出現大量特定於用例的第 2 層總和。這種擴張標誌著區塊鏈技術有可能滲透到金融以外的產業，包括遊戲、社群媒體和基礎設施。

Conclusion

結論

Ethereum's Layer 2 scaling solutions are poised to play a transformative role in the future of the Ethereum blockchain. By addressing the network's scalability constraints, L2s will enhance transaction throughput, improve user experience, and unlock substantial revenue potential. However, investors should be aware of the inherent competition in the L2 market and the challenges associated with predicting the long-term value of individual L2-related tokens.

以太坊的第 2 層擴展解決方案有望在以太坊區塊鏈的未來中發揮變革性作用。透過解決網路的可擴展性限制，L2 將提高交易吞吐量、改善用戶體驗並釋放巨大的收入潛力。然而，投資者應該意識到 L2 市場固有的競爭以及預測單一 L2 相關代幣的長期價值所面臨的挑戰。