比特币 L2 堆栈启动 Nakamoto 升级

Stacks (STX) 协议启动了中本聪升级，将比特币 (BTC) 的最终性引入其网络。在接下来的 21 天内，生态系统将

Stacks, a Bitcoin Layer-2 (L2) network, has begun rolling out the Nakamoto Upgrade, a significant update that will introduce Bitcoin (BTC) finality to the L2 protocol. This upgrade is designed to enhance transaction speeds and reduce settlement times within the Bitcoin ecosystem.

Stacks 是一个比特币第 2 层 (L2) 网络，已开始推出中本聪升级，这是一项重大更新，将把比特币 (BTC) 的最终性引入 L2 协议。此次升级旨在提高比特币生态系统内的交易速度并减少结算时间。

The Nakamoto Upgrade, which was activated on Wednesday, will introduce several key changes to the Stacks network. One of the most notable aspects of this upgrade is the enhancement of transaction speeds.

周三启动的 Nakamoto 升级将为 Stacks 网络带来几项关键变化。此次升级最显着的方面之一是交易速度的提升。

Prior to this upgrade, standard settlement times on the Bitcoin network ranged from 10 to 30 minutes or more. However, with the Nakamoto Upgrade, these settlement times will be reduced to approximately five seconds—a 10X improvement that will significantly enhance the usability of the Stacks network.

此次升级之前，比特币网络的标准结算时间为 10 至 30 分钟或更长时间。然而，通过中本聪升级，这些结算时间将减少到大约五秒——提高了 10 倍，将显着增强 Stacks 网络的可用性。

This upgrade also paves the way for the introduction of sBTC, a decentralized asset that is backed 1:1 by Bitcoin. The addition of sBTC is expected to further enhance the capabilities of the Stacks network and enable the creation of new use cases.

此次升级也为 sBTC 的引入铺平了道路，sBTC 是一种由比特币 1:1 支持的去中心化资产。 sBTC 的加入预计将进一步增强 Stacks 网络的功能并能够创建新的用例。

The Nakamoto Upgrade also comes at a time when several projects built atop the Stacks blockchain have been grappling with less-than-desirable speeds. These slow transaction times have negatively impacted the user experience.

中本聪升级也是在 Stacks 区块链上构建的几个项目一直在努力应对速度不理想的情况下进行的。这些缓慢的交易时间对用户体验产生了负面影响。

Moreover, they pose challenges in supporting high-volume use cases and limit developers in delivering complex decentralized finance (DeFi) products.

此外，它们在支持大容量用例方面提出了挑战，并限制了开发人员提供复杂的去中心化金融（DeFi）产品。

Despite the positive changes brought by the upgrade, which began on Wednesday, the total value locked (TVL) on the Stacks network has decreased by over $7 million, dropping from $98.10 million to $90.62 million. This decline in TVL suggests that the upgrade's immediate impact on market confidence was mixed, even as the network undergoes notable improvements.

尽管周三开始的升级带来了积极的变化，但 Stacks 网络上的锁定总价值 (TVL) 已减少超过 700 万美元，从 9810 万美元降至 9062 万美元。 TVL 的下降表明，尽管网络得到了显着改善，但升级对市场信心的直接影响是好坏参半的。

BeInCrypto data shows STX, the native token of the Stacks network, is trading for $1.59 at press time, down 8.5% since Thursday session openned.

BeInCrypto 数据显示，Stacks 网络的原生代币 STX 截至发稿时交易价格为 1.59 美元，自周四开盘以来下跌 8.5%。

Bitcoin L2s Could Initiate New Wave

比特币 L2 可能引发新浪潮

Stacks is one of the largest Bitcoin L2 networks by market capitalization. Earlier this year, the STX community voted on the Nakamoto upgrade to make the network faster and reduce block times.

Stacks 是市值最大的比特币 L2 网络之一。今年早些时候，STX 社区对 Nakamoto 升级进行了投票，以使网络更快并减少出块时间。

According to BeInCrypto, VC funding towards Bitcoin L2s continues to grow, with total funds raised in H1 2024 reaching an impressive $143.6 million. This represents a substantial increase from the $49 million raised in the second half of 2023.

据 BeInCrypto 称，比特币 L2 的风险投资资金持续增长，2024 年上半年筹集的资金总额达到令人印象深刻的 1.436 亿美元。这比 2023 年下半年筹集的 4900 万美元大幅增加。

BeInCrypto also reported that at least 65 projects identified themselves as Bitcoin Layer-2.

BeInCrypto 还报告称，至少有 65 个项目将自己定位为比特币 Layer-2。

“The crypto industry is catching on to the fact that much of what is done on alternative blockchains can be built on top of Bitcoin. Fortune 500 companies like MicroStrategy are tailoring their entire business towards Bitcoin's Layer-2. Layer-2 faces no more regulations than other crypto platforms. The only challenges are technical, and the brightest minds are being pulled towards Bitcoin along with nation-states, etc,” Manuel Ferrari, Money On Chain Co-Founder, told BeInCrypto.

“加密行业正在认识到这样一个事实，即替代区块链上所做的大部分工作都可以建立在比特币之上。像 MicroStrategy 这样的财富 500 强公司正在针对比特币的 Layer-2 定制他们的整个业务。 Layer-2 并不比其他加密平台面临更多的监管。唯一的挑战是技术上的，最聪明的人才和民族国家等都被吸引到比特币上，”Money On Chain 联合创始人曼努埃尔·法拉利 (Manuel Ferrari) 告诉 BeInCrypto。

There is also speculation that L2s could spark a new bullish wave for Bitcoin, especially as the focus on scaling increases. This rising demand might lead to capital rotation, with overflow potentially moving into Layer-2 tokens like STX, Elastos (ELA), SatoshiVM (SVM), and BVM (BVM).

还有人猜测，L2 可能会引发比特币新一轮看涨浪潮，尤其是在人们越来越关注扩容的情况下。这种不断增长的需求可能会导致资本轮换，溢出可能会流入 STX、亦来云 (ELA)、SatoshiVM (SVM) 和 BVM (BVM) 等第 2 层代币。