以太坊的 Layer-2 解决方案预计将在 2030 年占据主导地位，超过主要区块链

VanEck 预计到 2030 年，以太坊第 2 层 (L2) 解决方案的基本规模将达到 1 万亿美元，由于可扩展性优势，收入将超过主要区块链。 L2 利用 ZKU 和 ORU 等技术来处理链下交易，从而提高效率并降低成本。成功的 L2 解决方案，例如 Arbitrum 和 Optimism，利用有效的生态系统和战略空投来吸引用户并建立主导地位。

Ethereum's Layer-2 Solutions Poised to Dominate Blockchain Landscape, Surpassing Main Blockchain by 2030

以太坊的 Layer-2 解决方案有望主导区块链格局，到 2030 年超越主区块链

In a groundbreaking report, global investment manager VanEck unveils a $1 trillion base case for Ethereum's Layer-2 (L2) solutions by 2030. This bullish forecast hinges upon L2's ability to address the scalability challenges plaguing the Ethereum blockchain, paving the way for exponential growth and revenue generation.

在一份开创性的报告中，全球投资经理 VanEck 公布了到 2030 年以太坊第 2 层 (L2) 解决方案的 1 万亿美元基本案例。这一乐观预测取决于 L2 解决困扰以太坊区块链的可扩展性挑战的能力，为指数级增长铺平道路和创收。

At the heart of this revolution lie technologies like zero-knowledge roll-ups (ZKUs) and optimistic roll-ups (ORUs), which elegantly offload transaction processing from the main blockchain. This transformative shift empowers L2s to outpace Ethereum's primary network, leaving it in the dust.

这场革命的核心在于零知识汇总（ZKU）和乐观汇总（ORU）等技术，它们可以优雅地从主区块链上卸载交易处理。这种变革性的转变使 L2 能够超越以太坊的主要网络，使其遥遥领先。

Airdrops: The Catalyst for L2 Success

空投：L2 成功的催化剂

Despite the widespread optimism surrounding L2s, VanEck cautions against overvaluing L2 tokens, emphasizing that they do not constitute the primary currency within the cryptocurrency ecosystem. Nonetheless, certain L2 solutions have emerged as shining beacons of success, with their strategic airdrops fueling their meteoric rise.

尽管人们普遍对 L2 持乐观态度，但 VanEck 警告不要高估 L2 代币，强调它们并不构成加密货币生态系统中的主要货币。尽管如此，某些 L2 解决方案已经成为成功的闪亮灯塔，其战略空投推动了它们的迅速崛起。

Arbritrum, Blast, and Optimism stand out as shining examples of the transformative power of airdrops. By nurturing thriving ecosystems and judiciously distributing tokens, these L2s have captured the imagination of the crypto community and cemented their positions as industry leaders.

Arbritrum、Blast 和 Optimism 是空投变革力量的光辉典范。通过培育繁荣的生态系统和明智地分配代币，这些 L2 吸引了加密社区的想象力，并巩固了他们作为行业领导者的地位。

According to DefiLlama data, Arbitrum reigns supreme as the fifth-largest blockchain by total value locked ($3.17 billion), followed by Blast in sixth place ($1.3 billion) and Optimism in eleventh place ($952.69 million).

根据 DefiLlama 的数据，按锁定总价值计算，Arbitrum 稳居第五大区块链（31.7 亿美元），其次是排名第六的 Blast（13 亿美元）和排名第十一的 Optimism（9.5269 亿美元）。

Metrics for Evaluating L2 Success

评估 L2 成功的指标

To gauge the true success of L2 solutions, VanEck employs a comprehensive set of criteria that encompass transaction costs, user experience, security assumptions, ecosystem size, and developer experience. These factors collectively paint a vivid picture of an L2's overall health and potential for long-term growth.

为了衡量 L2 解决方案的真正成功，VanEck 采用了一套全面的标准，包括交易成本、用户体验、安全假设、生态系统规模和开发人员经验。这些因素共同生动地描绘了 L2 的整体健康状况和长期增长潜力。

Ethereum Co-Founder Envisions the Future of Layer Solutions

以太坊联合创始人展望了 Layer 解决方案的未来

Ethereum co-founder Vitalik Buterin, ever the visionary, has delved into the burgeoning realm of layer-3 (L3) solutions. He underscores the significance of distinct layers serving specialized roles, providing the foundation for an effective and efficient layering architecture.

以太坊联合创始人 Vitalik Buterin 一直富有远见，深入研究了新兴的第三层 (L3) 解决方案领域。他强调了不同层服务于专门角色的重要性，为有效且高效的分层架构提供了基础。

L2s: A Key to Unlocking Scalability

L2：解锁可扩展性的关键

VanEck's report sheds light on the highly anticipated EIP-4844 upgrade, which will introduce "Blob Space" to dramatically reduce data posting costs. This financial boon promises to turbocharge L2 operations, enabling them to scale to unprecedented heights.

VanEck 的报告揭示了备受期待的 EIP-4844 升级，该升级将引入“Blob Space”以大幅降低数据发布成本。这一财务收益有望增强 L2 运营，使它们能够扩展到前所未有的高度。

Diversifying Revenue Streams for L2s

L2 收入来源多元化

L2 solutions are exploring a diverse range of revenue models to ensure their long-term financial sustainability. Transaction sequencing is expected to emerge as the primary source of income, complemented by on-chain and off-chain cost structures.

L2 解决方案正在探索多种收入模式，以确保其长期财务可持续性。交易排序预计将成为主要收入来源，并辅之以链上和链下成本结构。

L2s: The Future of Blockchain Technology

L2s：区块链技术的未来

By the year 2030, L2s are poised to capture a significant share of Ethereum's transaction volume and total value locked. This growth will be driven in part by the revenue-augmenting potential of Maximal Extractable Value (MEV).

到 2030 年，L2 有望占据以太坊交易量和锁定总价值的很大一部分。这一增长将部分受到最大可提取价值（MEV）的收入增长潜力的推动。

VanEck foresees a future where blockchain technology transcends its current financial applications and permeates into realms such as gaming, social media, and infrastructure. L2 solutions will serve as the cornerstone of this transformative era, shaping the global blockchain ecosystem for generations to come.

VanEck 预见到，未来区块链技术将超越当前的金融应用，渗透到游戏、社交媒体和基础设施等领域。 L2 解决方案将成为这个变革时代的基石，为子孙后代塑造全球区块链生态系统。