以太坊的 Layer-2 解決方案預計將在 2030 年佔據主導地位，超過主要區塊鏈

VanEck 預計到 2030 年，以太坊第 2 層 (L2) 解決方案的基本規模將達到 1 兆美元，由於可擴展性優勢，收入將超過主要區塊鏈。 L2 利用 ZKU 和 ORU 等技術來處理鏈下交易，從而提高效率並降低成本。成功的 L2 解決方案，例如 Arbitrum 和 Optimism，利用有效的生態系統和策略性空投來吸引用戶並建立主導地位。

Ethereum's Layer-2 Solutions Poised to Dominate Blockchain Landscape, Surpassing Main Blockchain by 2030

以太坊的 Layer-2 解決方案預計將主導區塊鏈格局，到 2030 年超越主區塊鏈

In a groundbreaking report, global investment manager VanEck unveils a $1 trillion base case for Ethereum's Layer-2 (L2) solutions by 2030. This bullish forecast hinges upon L2's ability to address the scalability challenges plaguing the Ethereum blockchain, paving the way for exponential growth and revenue generation.

在一份開創性的報告中，全球投資經理VanEck 公佈了到2030 年以太坊第2 層(L2) 解決方案的1 兆美元基本案例。這項樂觀預測取決於L2 解決困擾以太坊區塊鏈的可擴展性挑戰的能力，為指數級增長鋪平道路和創造收入。

At the heart of this revolution lie technologies like zero-knowledge roll-ups (ZKUs) and optimistic roll-ups (ORUs), which elegantly offload transaction processing from the main blockchain. This transformative shift empowers L2s to outpace Ethereum's primary network, leaving it in the dust.

這場革命的核心在於零知識匯總（ZKU）和樂觀匯總（ORU）等技術，它們可以優雅地從主區塊鏈上卸載交易處理。這種變革性的轉變使 L2 能夠超越以太坊的主要網絡，使其遙遙領先。

Airdrops: The Catalyst for L2 Success

空投：L2 成功的催化劑

Despite the widespread optimism surrounding L2s, VanEck cautions against overvaluing L2 tokens, emphasizing that they do not constitute the primary currency within the cryptocurrency ecosystem. Nonetheless, certain L2 solutions have emerged as shining beacons of success, with their strategic airdrops fueling their meteoric rise.

儘管人們普遍對 L2 持樂觀態度，但 VanEck 警告不要高估 L2 代幣，並強調它們並不構成加密貨幣生態系統中的主要貨幣。儘管如此，某些 L2 解決方案已成為成功的閃亮燈塔，其戰略空投推動了它們的迅速崛起。

Arbritrum, Blast, and Optimism stand out as shining examples of the transformative power of airdrops. By nurturing thriving ecosystems and judiciously distributing tokens, these L2s have captured the imagination of the crypto community and cemented their positions as industry leaders.

Arbritrum、Blast 和 Optimism 是空投變革力量的光輝典範。透過培育繁榮的生態系統和明智地分配代幣，這些 L2 吸引了加密社區的想像力，並鞏固了他們作為行業領導者的地位。

According to DefiLlama data, Arbitrum reigns supreme as the fifth-largest blockchain by total value locked ($3.17 billion), followed by Blast in sixth place ($1.3 billion) and Optimism in eleventh place ($952.69 million).

根據DefiLlama 的數據，以鎖定總價值計算，Arbitrum 穩居第五大區塊鏈（31.7 億美元），其次是排名第六的Blast（13 億美元）和排名第十一的Optimism（9.5269 億美元） 。

Metrics for Evaluating L2 Success

評估 L2 成功的指標

To gauge the true success of L2 solutions, VanEck employs a comprehensive set of criteria that encompass transaction costs, user experience, security assumptions, ecosystem size, and developer experience. These factors collectively paint a vivid picture of an L2's overall health and potential for long-term growth.

為了衡量 L2 解決方案的真正成功，VanEck 採用了一套全面的標準，包括交易成本、使用者體驗、安全假設、生態系統規模和開發人員經驗。這些因素共同生動地描繪了 L2 的整體健康狀況和長期成長潛力。

Ethereum Co-Founder Envisions the Future of Layer Solutions

以太坊聯合創始人展望了 Layer 解決方案的未來

Ethereum co-founder Vitalik Buterin, ever the visionary, has delved into the burgeoning realm of layer-3 (L3) solutions. He underscores the significance of distinct layers serving specialized roles, providing the foundation for an effective and efficient layering architecture.

以太坊聯合創始人 Vitalik Buterin 一直是個遠見，深入研究了新興的第三層 (L3) 解決方案領域。他強調了不同層服務專門角色的重要性，為有效且有效率的分層架構提供了基礎。

L2s: A Key to Unlocking Scalability

L2：解鎖可擴充性的關鍵

VanEck's report sheds light on the highly anticipated EIP-4844 upgrade, which will introduce "Blob Space" to dramatically reduce data posting costs. This financial boon promises to turbocharge L2 operations, enabling them to scale to unprecedented heights.

VanEck 的報告揭示了備受期待的 EIP-4844 升級，該升級將引入「Blob Space」以大幅降低資料發布成本。這一財務收益有望增強 L2 運營，使它們能夠擴展到前所未有的高度。

Diversifying Revenue Streams for L2s

L2 收入來源多元化

L2 solutions are exploring a diverse range of revenue models to ensure their long-term financial sustainability. Transaction sequencing is expected to emerge as the primary source of income, complemented by on-chain and off-chain cost structures.

L2 解決方案正在探索多種收入模式，以確保其長期財務可持續性。交易排序預計將成為主要收入來源，並輔以鏈上和鏈下成本結構。

L2s: The Future of Blockchain Technology

L2s：區塊鏈技術的未來

By the year 2030, L2s are poised to capture a significant share of Ethereum's transaction volume and total value locked. This growth will be driven in part by the revenue-augmenting potential of Maximal Extractable Value (MEV).

到 2030 年，L2 預計將佔據以太坊交易量和鎖定總價值的很大一部分。這一成長將部分受到最大可提取價值（MEV）的收入成長潛力的推動。

VanEck foresees a future where blockchain technology transcends its current financial applications and permeates into realms such as gaming, social media, and infrastructure. L2 solutions will serve as the cornerstone of this transformative era, shaping the global blockchain ecosystem for generations to come.

VanEck 預見，未來區塊鏈技術將超越當前的金融應用，滲透到遊戲、社群媒體和基礎設施等領域。 L2 解決方案將成為這個變革時代的基石，為子孫後代塑造全球區塊鏈生態系統。