比特币 Layer 2 基金会需要开始在其金库中持有比特币

多年来，比特币被称为“数字岩石”——一种可靠的价值储存手段，但仅此而已。但现在随着比特币 Layer 2 的爆炸式增长，比特币正在成为“可编程岩石”。

As someone who's watched this space evolve, I've come to believe that Bitcoin Layer 2 foundations need to start holding bitcoin in their treasuries. It makes too much sense for them not to.

作为见证这个领域发展的人，我开始相信比特币 Layer 2 基金会需要开始在他们的金库中持有比特币。对他们来说，不这样做是很有意义的。

For years, bitcoin was known as "digital rock" — a solid store of value but not much else. But now with the explosion of Bitcoin Layer 2s, bitcoin is becoming a "programmable rock." These layers are adding functionalities like smart contracts and scaling solutions, making bitcoin more versatile than ever.

多年来，比特币被称为“数字岩石”——一种可靠的价值储存手段，但仅此而已。但现在随着比特币 Layer 2 的爆炸式增长，比特币正在成为“可编程岩石”。这些层增加了智能合约和扩展解决方案等功能，使比特币比以往更加通用。

But here's the thing: These projects raise millions of dollars from VCs and investors, and most of that money ends up sitting in fiat currencies like USD. That's a huge mistake.

但事情是这样的：这些项目从风投和投资者那里筹集了数百万美元，其中大部分资金最终都以美元等法定货币形式存在。这是一个巨大的错误。

Why? Because fiat is a melting ice cube. Every year, it loses 5-10% of its value due to inflation. The longer you hold it, the less it's worth. On the other hand, bitcoin has a Compound Annual Growth Rate (CAGR) of around 70%. If these foundations held their treasury in bitcoin instead of fiat, their runway wouldn't just stay the same — it would grow.

为什么？因为法币是一块正在融化的冰块。每年，它都会因通货膨胀而损失 5-10% 的价值。你持有它的时间越长，它的价值就越低。另一方面，比特币的复合年增长率（CAGR）约为 70%。如果这些基金会以比特币而不是法定货币持有其资金，他们的跑道将不仅保持不变，而且还会增长。

Imagine having 70% more resources each year to fund developers, grants, and projects. That's the kind of edge that could make or break a Layer 2 ecosystem.

想象一下，每年有 70% 的资源用于资助开发商、赠款和项目。这种优势可能会成就或破坏第 2 层生态系统。

Okay, okay, I get it — bitcoin is volatile, and these foundations need some stability. Because of this, keeping three to four years of runway in fiat makes sense. It would help to cover short-term needs. But the rest? It should be in bitcoin. Over the long run, this strategy could double or even triple the runway of these foundations, giving them the time and resources they need to succeed.

好吧，好吧，我明白了——比特币是不稳定的，这些基础需要一定的稳定性。正因为如此，菲亚特保留三到四年的跑道是有道理的。这将有助于满足短期需求。但剩下的呢？应该是比特币。从长远来看，这一策略可以使这些基金会的跑道增加一倍甚至三倍，为他们提供成功所需的时间和资源。

There's a precedent for this too. Remember EOS? They raised $4.2 billion in 2018 and reportedly bought 164,000 bitcoin with it. Today, that bitcoin is worth around $16 billion — even though EOS itself fell off the map. Now, imagine if Bitcoin Layer 2 foundations did the same but actually used their bitcoin to grow and sustain their ecosystem. The potential is massive.

这也是有先例的。还记得EOS吗？他们在 2018 年筹集了 42 亿美元，据报道用它购买了 164,000 枚比特币。如今，比特币的价值约为 160 亿美元——尽管 EOS 本身已经淡出了人们的视线。现在，想象一下，如果比特币 Layer 2 基金会也这样做，但实际上使用他们的比特币来发展和维持他们的生态系统。潜力巨大。

At the end of the day, these foundations are building on bitcoin. They believe in its future, so why not hold it in their treasuries? Bitcoin is the best store of value out there. If you're running a Bitcoin Layer 2 foundation, stop holding depreciating fiat, and start holding bitcoin. It's not just a smart move — it's the move.

归根结底，这些基础都是建立在比特币之上的。他们相信它的未来，那么为什么不把它放在自己的金库里呢？比特币是最好的价值储存手段。如果您正在运行比特币第 2 层基础，请停止持有贬值的法定货币，并开始持有比特币。这不仅仅是一个聪明的举动——这就是一个举措。