以太坊、币安、Coinbase 在 Layer 2 霸权之战中展开冲突

VanEck 的分析师预测，以太坊第 2 层网络将大幅增长，预计到 2030 年市值将达到 1 万亿美元。第 2 层解决方案的激增旨在解决以太坊的可扩展性限制并提供更快的交易处理，从而推动区块链基础设施的增长。尽管 Layer 2 代币之间存在竞争，但分析师们预见到一个充满活力的专业网络生态系统，将在未来推动创新并重塑行业。

The Layer 2 Solution Battleground: Ethereum, Binance, and Coinbase Vie for Supremacy

Layer 2 解决方案战场：以太坊、币安和 Coinbase 争夺霸主地位

Amidst the surging popularity of blockchain technology and its myriad applications, a fierce competition has emerged between leading cryptocurrency platforms over the development and implementation of Layer 2 (L2) solutions. These solutions, designed to enhance the scalability and efficiency of blockchain networks, have the potential to revolutionize the industry and address the challenges faced by existing Layer 1 (L1) blockchains, primarily Ethereum.

随着区块链技术及其应用的不断普及，领先的加密货币平台之间在第 2 层 (L2) 解决方案的开发和实施方面出现了激烈的竞争。这些解决方案旨在增强区块链网络的可扩展性和效率，有可能彻底改变行业并解决现有第 1 层 (L1) 区块链（主要是以太坊）所面临的挑战。

Prominent players such as Ethereum, Binance, and Coinbase are investing heavily in L2 solutions, each vying for dominance in this rapidly evolving market. However, analysts at VanEck have presented a compelling argument that the rise of L2 networks is not merely a fleeting trend but a necessary lifeline for L1 blockchains grappling with persistent congestion issues.

以太坊、币安和 Coinbase 等知名参与者正在大力投资 L2 解决方案，各自争夺这个快速发展的市场的主导地位。然而，VanEck 的分析师提出了一个令人信服的论点，即 L2 网络的兴起不仅仅是一种短暂的趋势，而且是应对持续拥塞问题的 L1 区块链的必要生命线。

VanEck's Bold Prediction: A Trillion-Dollar Ethereum L2 Market Cap by 2030

VanEck 的大胆预测：到 2030 年，以太坊 L2 市值将达到万亿美元

In a comprehensive report, VanEck analysts Patrick Bush and Matthew Sigel have forecasted a meteoric rise in the market capitalization of Ethereum L2 solutions, predicting that it could reach a staggering $1 trillion by 2030. This bullish projection is predicated on the belief that L2 networks are poised to exploit Ethereum's limitations and cater to the burgeoning demands of an expanding blockchain ecosystem.

VanEck 分析师帕特里克·布什 (Patrick Bush) 和马修·西格尔 (Matthew Sigel) 在一份综合报告中预测，以太坊 L2 解决方案的市值将迅速上升，预计到 2030 年将达到惊人的 1 万亿美元。这一乐观预测基于这样的信念：L2 网络准备利用以太坊的局限性并满足不断扩大的区块链生态系统不断增长的需求。

The report highlights Ethereum's ongoing struggles with data processing, a significant constraint impeding its scalability despite its dominance in the smart contract domain. However, Ethereum is actively pursuing enhancements to its L2 transaction processing capabilities, as evidenced by the recent Dencun upgrade.

该报告强调了以太坊在数据处理方面持续存在的困难，尽管它在智能合约领域占据主导地位，但这是阻碍其可扩展性的一个重大限制。然而，以太坊正在积极寻求增强其 L2 交易处理能力，最近的 Dencun 升级就证明了这一点。

VanEck's ambitious prediction stems from its conviction that L2 networks are primed to capitalize on Ethereum's weaknesses and effectively address the growing needs of a rapidly evolving ecosystem. Amidst rising transaction fees and prolonged processing times on Ethereum (ETH), the adoption of L2 networks appears inevitable as a viable solution for the blockchain's future.

VanEck 雄心勃勃的预测源于其坚信 L2 网络已准备好利用以太坊的弱点并有效满足快速发展的生态系统不断增长的需求。随着以太坊 (ETH) 交易费用的不断上涨和处理时间的延长，L2 网络的采用似乎不可避免地成为区块链未来的可行解决方案。

The Rise of the L2 Titans: Surpassing Ethereum in Revenue

L2巨头的崛起：收入超越以太坊

In a groundbreaking report, VanEck analysts envision a future where Ethereum L2 networks eclipse the core network in terms of revenue generation. According to Bush and Sigel, this ascent is all but guaranteed given Ethereum's inability to compete on transaction throughput and user experience.

在一份开创性的报告中，VanEck 分析师展望了未来，以太坊 L2 网络在创收方面将超越核心网络。 Bush 和 Sigel 认为，鉴于以太坊无法在交易吞吐量和用户体验方面进行竞争，这种上升几乎是板上钉钉的事情。

VanEck's futuristic blockchain landscape depicts a vibrant ecosystem teeming with thousands of specialized L2 networks, promising to reshape industries and unlock new frontiers. From decentralized social media platforms to niche financial applications, the possibilities for innovation appear boundless.

VanEck 的未来区块链景观描绘了一个充满活力的生态系统，其中充满了数千个专业 L2 网络，有望重塑行业并开辟新领域。从去中心化的社交媒体平台到利基金融应用程序，创新的可能性似乎是无限的。

However, the analysts caution against unbridled optimism, citing the fierce competition within the L2 token space. The top seven Ethereum L2 tokens already command a market capitalization of $40 billion, raising concerns about potential market saturation.

然而，分析师警告不要过度乐观，理由是 L2 代币领域竞争激烈。排名前七的以太坊 L2 代币的市值已经达到 400 亿美元，引发了人们对潜在市场饱和的担忧。

Challenges and Opportunities in the L2 Landscape

L2 格局中的挑战和机遇

While L2 solutions hold immense potential, it is crucial to acknowledge the challenges they face. The regulatory landscape remains uncertain, with different jurisdictions adopting varying approaches to the classification and treatment of L2 tokens and networks. Additionally, the security of L2 solutions is paramount, as they inherit the underlying security vulnerabilities of their respective L1 blockchains.

虽然 L2 解决方案拥有巨大潜力，但承认它们面临的挑战至关重要。监管环境仍然不确定，不同的司法管辖区对 L2 代币和网络的分类和处理采取不同的方法。此外，L2 解决方案的安全性至关重要，因为它们继承了各自 L1 区块链的底层安全漏洞。

Despite these challenges, the L2 market represents a fertile ground for innovation and growth. New L2 projects are emerging with novel approaches to scalability, security, and interoperability. As the technology matures and gains wider acceptance, L2 solutions are poised to transform the blockchain industry and empower developers with the tools to create groundbreaking applications.

尽管存在这些挑战，L2 市场仍然是创新和增长的沃土。新的 L2 项目不断涌现，采用新颖的方法实现可扩展性、安全性和互操作性。随着技术的成熟并获得更广泛的接受，L2 解决方案有望改变区块链行业，并为开发人员提供创建突破性应用程序的工具。

Conclusion

结论

The Layer 2 revolution is underway, driven by the relentless pursuit of scalability, efficiency, and enhanced user experience. Ethereum, Binance, Coinbase, and other industry leaders are investing heavily in this transformative technology, recognizing its potential to unlock the full potential of blockchain.

在对可扩展性、效率和增强用户体验的不懈追求的推动下，第 2 层革命正在进行中。以太坊、币安、Coinbase 和其他行业领导者正在大力投资这项变革性技术，认识到它有潜力释放区块链的全部潜力。

While the future of L2 solutions remains uncertain, the bold predictions of VanEck analysts have set the stage for an exciting journey. The coming years will witness a fierce battle for market dominance, the emergence of innovative L2 projects, and the potential realization of a trillion-dollar L2 market cap. As the blockchain ecosystem continues to evolve, L2 solutions are poised to play a pivotal role in shaping its future and enabling the transformative potential of this groundbreaking technology.

虽然 L2 解决方案的未来仍然不确定，但 VanEck 分析师的大胆预测已经为激动人心的旅程奠定了基础。未来几年将见证市场主导地位的激烈争夺、创新L2项目的出现以及万亿美元市值的潜在实现。随着区块链生态系统的不断发展，L2 解决方案将在塑造其未来并发挥这一突破性技术的变革潜力方面发挥关键作用。