以太坊的 Layer-2 繁荣：争议中的乐观

在 Dencun 升级后，以太坊第 2 层 (L2) 解决方案见证了交易量的激增，并创下了低汽油费记录。指标表明 L2 的前景看好，交易成本显着降低。然而，对以太坊的批评已经出现，包括对 L2 碎片化导致 ETH 价值稀释的担忧。尽管有这些 FUD，以太坊仍然受到关注，因为人们对它的分类和 SEC 对现货 ETH ETF 的裁决充满了期待。

Ethereum's Layer-2 Revolution: Optimism Amidst FUD and Controversy

以太坊的 Layer-2 革命：FUD 和争议中的乐观主义

The Ethereum ecosystem is undergoing a transformative shift, with its Layer-2 (L2) solutions gaining unprecedented traction and significantly reducing transaction fees. This surge in L2 adoption has spurred optimism among investors and developers, while also sparking skepticism and criticism from detractors.

以太坊生态系统正在经历一场变革，其第 2 层 (L2) 解决方案获得了前所未有的关注并显着降低了交易费用。 L2 采用率的激增激发了投资者和开发商的乐观情绪，同时也引发了批评者的怀疑和批评。

L2s Soar to New Heights

L2飙升至新高度

At the heart of this L2 revolution lies the implementation of EIP-4844's "blobs," optimizing data availability and dramatically slashing gas fees. As a result, L2s such as Optimism, Base, Arbitrum, Zora, and zkSync have witnessed a surge in activity, with gas fees for transactions plummeting by an astounding 99%.

这次 L2 革命的核心在于 EIP-4844 的“blob”的实施，优化数据可用性并大幅削减 Gas 费用。结果，Optimism、Base、Arbitrum、Zora 和 zkSync 等 L2 的活动激增，交易的 Gas 费用暴跌了 99%，令人震惊。

This decline in fees has ignited a surge in transaction volume, propelling multiple L2 solutions to record-breaking highs. Consensys' zkEVM rollup Linea and Coinbase's Base have experienced exponential growth in the past month, surging by 678% and 605%, respectively. The thriving memecoin trading season has further fueled this activity, driving transaction counts on these L2s to unprecedented levels.

费用的下降引发了交易量的激增，推动多种 L2 解决方案创下历史新高。 Consensys 的 zkEVM rollup Linea 和 Coinbase 的 Base 在过去一个月经历了指数级增长，分别飙升 678% 和 605%。蓬勃发展的 memecoin 交易季进一步推动了这一活动，将这些 L2 的交易数量推至前所未有的水平。

FUD and Criticisms Surface

FUD 和批评浮出水面

While the L2 revolution has sparked enthusiasm, it has not been without its detractors. Prominent OG trader Peter Brandt has voiced concerns about Ethereum's functionality, labeling ETH a "junk coin." The Solana community has also launched a promotional video criticizing Ethereum, mocking ETH maximalists and advising developers to migrate to Solana despite its own shortcomings.

尽管 L2 革命激起了人们的热情，但也并非没有批评者。著名 OG 交易员 Peter Brandt 表达了对以太坊功能的担忧，并将 ETH 称为“垃圾币”。 Solana 社区还推出了批评以太坊的宣传视频，嘲笑 ETH 最大化主义者，并建议开发者迁移到 Solana，尽管 Solana 本身存在缺陷。

Moreover, some analysts have expressed apprehension over the potential devaluation of ETH due to the rise of L2 fragmentation. This concern stems from the analogy to ATOM, the native token of interoperable Cosmos chains, and DOT, the token of parachain-centric Polkadot. However, Ethereum advocates counter that the emergence of L2s will pave the way for a modular Ethereum ecosystem, with ETH serving as its foundational currency.

此外，一些分析师对由于 L2 碎片化的兴起而导致 ETH 潜在贬值的担忧。这种担忧源于与 ATOM（可互操作的 Cosmos 链的原生代币）和 DOT（以平行链为中心的 Polkadot 的代币）的类比。然而，以太坊拥护者反驳说，L2 的出现将为模块化以太坊生态系统铺平道路，以 ETH 作为其基础货币。

ETH Price Swings Amidst Uncertainty

ETH 价格在不确定性中波动

Amidst this maelstrom of optimism and criticism, Ether (ETH) has been fluctuating within the $3.2K range. Despite a recent 2.4% decline, long-term accumulation trends, as evidenced by data from Into The Block, suggest a bullish outlook. The withdrawal of nearly $4 billion worth of ETH from exchanges in Q1 2023 indicates a growing store of value among holders.

在这种乐观和批评的漩涡中，以太币 (ETH) 一直在 3200 美元的范围内波动。尽管最近下跌了 2.4%，但正如 Into The Block 的数据所证明的，长期积累趋势表明前景看涨。 2023 年第一季度，价值近 40 亿美元的 ETH 从交易所撤出，这表明持有者的价值储存不断增长。

Anticipation Mounts Over Regulatory Developments

对监管发展的预期不断增加

As the Ethereum ecosystem evolves, anticipation is building over the implications of its regulatory landscape. Discussions regarding ETH's classification and the pending SEC's verdict on spot Ethereum ETFs have stirred debate and uncertainty. The outcome of these regulatory decisions will undoubtedly shape the future trajectory of Ethereum and its L2 solutions.

随着以太坊生态系统的发展，人们对其监管环境的影响的预期不断增强。关于 ETH 分类的讨论以及美国证券交易委员会 (SEC) 对现货以太坊 ETF 的裁决悬而未决，引发了争论和不确定性。这些监管决策的结果无疑将塑造以太坊及其 L2 解决方案的未来轨迹。

Conclusion

结论

The Ethereum ecosystem is on the cusp of transformative change, with its L2 solutions poised to revolutionize transaction costs and unlock a new era of scalability. While detractors voice their concerns, the surge in L2 adoption, coupled with ongoing regulatory developments, suggests a vibrant and uncertain future for Ethereum. As the dust settles and the true potential of L2s emerges, the role of ETH and the future of the Ethereum ecosystem will be closely scrutinized.

以太坊生态系统正处于变革的风口浪尖，其 L2 解决方案有望彻底改变交易成本并开启可扩展性的新时代。尽管批评者表达了他们的担忧，但 L2 采用的激增，加上持续的监管发展，表明以太坊充满活力且不确定的未来。随着尘埃落定和 L2 真正潜力的显现，ETH 的作用和以太坊生态系统的未来将受到密切关注。