VanEck 报告：以太坊 Layer 2 网络有望在 2030 年达到 1 万亿美元的市值

在最近的一份报告中，投资经理 VanEck 预测，到 2030 年，以太坊的 Layer 2 扩展网络的市值可能会达到 1 万亿美元。分析师强调 Layer 2 在增强区块链可扩展性和效率方面的潜力，重点是解决以太坊有限的处理能力。该报告探讨了 Layer 2 生态系统的各个方面，包括开发人员和用户体验、信任假设、交易定价和生态系统规模。

Ethereum Layer 2 Scaling Networks Projected to Reach $1 Trillion Market Cap by 2030: VanEck Report

VanEck 报告：以太坊第 2 层扩展网络预计到 2030 年将达到 1 万亿美元市值

In a comprehensive report released on April 3, 2023, leading investment manager VanEck has forecasted the potential of Ethereum's Layer 2 scaling networks to reach a market capitalization of $1 trillion by the end of this decade.

在 2023 年 4 月 3 日发布的一份综合报告中，领先的投资经理 VanEck 预测，到本十年末，以太坊第 2 层扩展网络的市值将达到 1 万亿美元。

VanEck analysts Patrick Bush and Matthew Sigel provided detailed insights into the game-changing capabilities of these networks, highlighting their potential to revolutionize blockchain scalability and optimize efficiency.

VanEck 分析师 Patrick Bush 和 Matthew Sigel 对这些网络改变游戏规则的能力提供了详细的见解，强调了它们彻底改变区块链可扩展性和优化效率的潜力。

Ethereum's Scalability Challenges and Layer 2 Solutions

以太坊的可扩展性挑战和第 2 层解决方案

The report acknowledges Ethereum's immense dominance in the smart contract space but emphasizes a critical challenge: limited capacity to process, store, and compute data. Consequently, when network utilization intensifies, transaction fees and processing times escalate significantly.

该报告承认以太坊在智能合约领域的巨大主导地位，但强调了一个关键挑战：处理、存储和计算数据的能力有限。因此，当网络利用率提高时，交易费用和处理时间会显着增加。

To address this scalability hurdle, Layer 2 (L2) solutions have emerged as a key innovation. These networks operate as second layers built atop Ethereum, leveraging innovative mechanisms to alleviate congestion and enhance scalability.

为了解决这一可扩展性障碍，第 2 层 (L2) 解决方案已成为一项关键创新。这些网络作为构建在以太坊之上的第二层运行，利用创新机制来缓解拥塞并增强可扩展性。

Optimum Roll-Ups and Zero-Knowledge Roll-Ups are prominent L2 technologies that play a crucial role in addressing Ethereum's scalability concerns. By bundling multiple transactions into a single batch for processing, these technologies significantly reduce transaction fees and improve throughput.

最优汇总和零知识汇总是著名的 L2 技术，在解决以太坊的可扩展性问题方面发挥着至关重要的作用。通过将多个交易捆绑到一个批次中进行处理，这些技术显着降低了交易费用并提高了吞吐量。

Dominance and Growth Projections for L2 Networks

L2 网络的主导地位和增长预测

VanEck analysts estimate that Ethereum will maintain its dominance, capturing over 60% of the market share among public blockchains. L2 scaling solutions are poised to play a pivotal role in this continued dominance by effectively resolving the network's scalability challenges.

VanEck 分析师估计，以太坊将保持其主导地位，占据公共区块链 60% 以上的市场份额。通过有效解决网络的可扩展性挑战，L2 扩展解决方案有望在这种持续主导地位中发挥关键作用。

The report predicts an exponential rise in the Total Value Locked (TVL) for L2 blockchains within the Ethereum ecosystem. L2s are expected to capture a significant portion of transaction value and TVL, underscoring their growing importance in the blockchain landscape.

该报告预测以太坊生态系统中 L2 区块链的总锁定价值（TVL）将呈指数级增长。 L2 预计将占据交易价值和 TVL 的很大一部分，这凸显了它们在区块链领域中日益增长的重要性。

Valuation of Layer 2 Tokens

Layer 2 代币的估值

The report also delves into the uncertain future of L2 token valuations. VanEck analysts speculate that the top seven Ethereum-based L2 tokens currently boast a total diluted valuation of approximately $40 billion. They posit that the increasing adoption and deployment of L2 projects in the coming months could propel the valuation to an astounding $100 billion.

该报告还深入探讨了 L2 代币估值的不确定未来。 VanEck 分析师推测，目前排名前七的基于以太坊的 L2 代币的稀释后估值总额约为 400 亿美元。他们认为，未来几个月 L2 项目的采用和部署的增加可能会将估值推至惊人的 1000 亿美元。

Conclusion

结论

VanEck's report provides valuable insights into the promising future of Ethereum Layer 2 scaling networks. It underscores the critical need for scalability solutions to unlock the full potential of blockchain technology and highlights the potential for substantial market growth and token value appreciation in the L2 ecosystem over the coming years.

VanEck 的报告为以太坊第 2 层扩展网络的前景提供了宝贵的见解。它强调了对可扩展性解决方案的迫切需求，以释放区块链技术的全部潜力，并强调未来几年 L2 生态系统中市场大幅增长和代币价值升值的潜力。