2024 年山寨币市场：创新、可持续性和新用例探索

2024 年上半年开启了加密货币采用的新周期。期待已久的比特币 ETF 的批准是这一切的决定性因素

The first half of 2024 has brought about a new cycle of cryptocurrency adoption. Several key trends are shaping the altcoin market this year, reflecting a focus on innovation, sustainability and the exploration of new use cases, which are driving growth among altcoins.

2024 年上半年带来了加密货币采用的新周期。几个关键趋势正在塑造今年的山寨币市场，反映出对创新、可持续性和新用例探索的关注，这些正在推动山寨币的增长。

One emerging trend is re-staking, a strategy that involves continuously staking the rewards earned from staking tokens, compounding the returns over time. Several projects have implemented mechanisms that encourage users to restake their staking rewards, increasing their stake in the network and contributing to its security and stability. EigenLayer (EIGEN), EtherFi (ETHFI) and Renzo (REZ) are among the projects facilitating this practice.

一个新兴趋势是重新质押，这种策略涉及不断质押从质押代币中获得的奖励，并随着时间的推移实现复合回报。一些项目已经实施了鼓励用户重新抵押其质押奖励的机制，增加他们在网络中的权益并为其安全性和稳定性做出贡献。 EigenLayer (EIGEN)、EtherFi (ETHFI) 和 Renzo (REZ) 是促进这一实践的项目之一。

Another significant trend is the increasing adoption of Layer2 scaling solutions such as Optimistic Rollups, zkRollups and side-chains by altcoins to improve transaction speeds and reduce fees. Some of the projects in this category include Arbitrum (ARB), Optimism (OP), Polygon (MATIC) and Starknet (STRK), among many others. This trend aims to enhance user experience and attract more users to these projects’ platforms.

另一个重要趋势是山寨币越来越多地采用 Layer2 扩展解决方案，例如 Optimistic Rollups、zkRollups 和侧链，以提高交易速度并降低费用。此类别中的一些项目包括 Arbitrum (ARB)、Optimism (OP)、Polygon (MATIC) 和 Starknet (STRK) 等。这一趋势旨在增强用户体验并吸引更多用户使用这些项目的平台。

Interoperability between blockchain networks is also becoming increasingly important. Some projects are collaborating and building bridges to enable asset transfers and communication across disparate blockchains. This trend aims to create a more interconnected and efficient blockchain ecosystem instead of many different siloed blockchains. Some projects facilitating this interoperability include Axelar (AXL), Across (ACX) and Stargate (STG).

区块链网络之间的互操作性也变得越来越重要。一些项目正在合作并建立桥梁，以实现跨不同区块链的资产转移和通信。这一趋势旨在创建一个更加互联和高效的区块链生态系统，而不是许多不同的孤立区块链。一些促进这种互操作性的项目包括 Axelar (AXL)、Across (ACX) 和 Stargate (STG)。

As Layer 2 solutions and interoperability rise, modular blockchains represent the next phase of digital assets’ evolution. These blockchains are designed to be adaptable and customizable, offering a flexible framework where developers can plug-and-play modules such as consensus mechanisms, token standards and governance models. Some blockchains using this modularity to enhance scalability, interoperability and security include Celestia (TIA) and Dymension (DYM).

随着 Layer 2 解决方案和互操作性的提高，模块化区块链代表了数字资产发展的下一阶段。这些区块链被设计为具有适应性和可定制性，提供了一个灵活的框架，开发人员可以在其中即插即用模块，例如共识机制、代币标准和治理模型。一些使用这种模块化来增强可扩展性、互操作性和安全性的区块链包括 Celestia (TIA) 和 Dymension (DYM)。

Finally, parallelized Ethereum Virtual Machines (EVMs) are breaking down smart contract execution into parallel tasks, harnessing the power of multiple nodes simultaneously. The most popular parallelized EVMs, such as Sei (SEI), Canto (CANTO), Nomad and NeonEVM (NEON), are attempting to do this by processing transactions off-chain, then aggregating them back onto the Ethereum mainnet. This approach drastically improves transaction throughput and reduces latency, addressing Ethereum's historic limitations in these areas.

最后，并行以太坊虚拟机（EVM）将智能合约执行分解为并行任务，同时利用多个节点的力量。最流行的并行 EVM，例如 Sei (SEI)、Canto (CANTO)、Nomad 和 NeonEVM (NEON)，正在尝试通过处理链下交易，然后将它们聚合回以太坊主网上来实现这一点。这种方法极大地提高了交易吞吐量并减少了延迟，解决了以太坊在这些领域的历史局限性。