比特币 Layer-2 (L2) 解决方案在 2024 年第二季度收入达 9460 万美元，预示着潜在的新市场叙事

2024 年第二季度，比特币 Layer-2 项目总共筹集了 9460 万美元，较上一季度大幅增长 174%

Bitcoin Layer-2 (L2) projects are making waves in the crypto world, attracting significant investment and gaining user attention. This growing traction suggests that the markets could be on the brink of a new narrative.

比特币 Layer-2 (L2) 项目正在加密世界掀起波澜，吸引了大量投资并赢得了用户关注。这种日益增长的吸引力表明市场可能正处于新叙事的边缘。

With ongoing development and investment in Bitcoin L2 technologies, a new chapter in the Bitcoin story may unfold.

随着比特币 L2 技术的不断发展和投资，比特币故事的新篇章可能会展开。

Bitcoin Layer-2s Keep Gaining Traction

比特币 Layer-2 不断受到关注

According to a recent report by Michael Novogratz’s Galaxy, Bitcoin Layer-2 projects collectively raised an impressive $94.6 million in the second quarter of 2024. This represents a substantial 174% increase quarter-over-quarter, with experts noting that at least 65 projects identify themselves as Bitcoin Layer-2.

根据 Michael Novogratz 的 Galaxy 最近的一份报告，比特币 Layer-2 项目在 2024 年第二季度总共筹集了 9460 万美元，令人印象深刻。这意味着比上一季度大幅增长 174%，专家指出，至少有 65 个项目确定它们本身就是比特币第 2 层。

Bitcoin Layer-2 solutions are protocols built on top of Bitcoin’s base layer to increase scalability and functionality. These solutions process transactions off the main blockchain, addressing limitations in transaction throughput, block confirmation time, and costs. They maintain the security of the Bitcoin network while enabling advanced features like complex smart contracts. As a result, Bitcoin’s utility expands in areas such as payments, DeFi, NFTs, and other markets.

比特币第 2 层解决方案是构建在比特币基础层之上的协议，旨在提高可扩展性和功能性。这些解决方案处理主区块链之外的交易，解决交易吞吐量、区块确认时间和成本方面的限制。它们维护比特币网络的安全性，同时启用复杂的智能合约等高级功能。因此，比特币的效用在支付、DeFi、NFT 和其他市场等领域得到扩展。

Notable examples include Mezo, Bitlayer, and Avalon Labs, which won BNB Incubation Alliance Round 2 at Bitcoin 2024. Mezo completed its $7.5 million strategic funding round on July 26, led by Ledger Cathay Fund. This brought total funding for Mezo to $30 million following its April 2024 debut. Mezo is a Bitcoin L2 that lets HODLers earn yield.

著名的例子包括 Mezo、Bitlayer 和 Avalon Labs，后者在 Bitcoin 2024 上赢得了 BNB 孵化联盟第二轮融资。Mezo 于 7 月 26 日完成了由 Ledger Cathay Fund 领投的 750 万美元战略融资。自 2024 年 4 月首次亮相以来，Mezo 的总融资额达到 3000 万美元。 Mezo 是一种比特币 L2，可以让 HODLers 赚取收益。

Bitlayer, on the other hand, raised $11 million in its Series A funding round, led by Franklin Templeton.

另一方面，Bitlayer 在富兰克林邓普顿领投的 A 轮融资中筹集了 1100 万美元。

“Franklin Templeton’s participation marks a notable milestone as Bitlayer becomes the first Bitcoin Layer 2 infrastructure project to secure strategic investment from an ETF-licensed institution,” Bitlayer said.

Bitlayer 表示：“富兰克林邓普顿的参与标志着一个显着的里程碑，因为 Bitlayer 成为第一个获得 ETF 许可机构战略投资的比特币 Layer 2 基础设施项目。”

The notable uptick in funding highlights the growing confidence and support for scaling solutions.

资金的显着增加凸显了人们对扩展解决方案的信心和支持不断增长。

L2s Could Fuel New BTC Bullish Wave

L2s 可能会推动新的 BTC 看涨浪潮

Among the most popular Bitcoin L2s is the Lightning Network, while another one, Stacks (STX), advertises itself as “the leading Bitcoin L2 for smart contracts, applications, and DeFi.” The STX community approved the Nakamoto upgrade earlier this year, making the network faster and enabling rapid block times.

最受欢迎的比特币 L2 是闪电网络，而另一个是 Stacks (STX)，它标榜自己是“用于智能合约、应用程序和 DeFi 的领先比特币 L2”。 STX 社区今年早些时候批准了 Nakamoto 升级，使网络速度更快并实现快速出块时间。

“Bitcoin Layer-2 has been a neglected category in crypto for too long but this narrative is about to explode. Stacks Nakamoto upgrade is coming at the end of August and will unlock Bitcoin’s programmability. By enabling smart contracts and dApps to interact directly with Bitcoin through sBTC, Stacks opens up a new realm of possibilities for Bitcoin-based applications,” popular user Sakemate commented.

“比特币 Layer-2 长期以来一直是加密领域被忽视的类别，但这种说法即将爆发。 Stacks Nakamoto 升级将于 8 月底推出，并将解锁比特币的可编程性。通过使智能合约和 dApp 能够通过 sBTC 直接与比特币交互，Stacks 为基于比特币的应用程序开辟了一个新的可能性领域。”热门用户 Sakemate 评论道。

The increasing focus on scaling solutions suggests a potential shift in the narrative surrounding Bitcoin in 2024. As Bitcoin continues to mature and adapt to the evolving demands of the digital economy, this new narrative could drive a bullish wave for the asset’s price, potentially attracting more traders to the BTC chain and network.

对扩容解决方案的日益关注表明，2024 年围绕比特币的叙述可能会发生转变。随着比特币不断成熟并适应数字经济不断变化的需求，这种新的叙述可能会推动资产价格的看涨浪潮，可能会吸引更多人交易者连接到 BTC 链和网络。

The strength in the BTC market could see capital rotate into Layer-2 tokens as well, such as STX, Elastos (ELA), SatoshiVM (SVM), and BVM (BVM), putting them in the spotlight once again.

BTC 市场的强势也可能导致资本转向 Layer-2 代币，例如 STX、Elastos (ELA)、SatoshiVM (SVM) 和 BVM (BVM)，使它们再次成为人们关注的焦点。