我们是否忽视了劣势 L2 的危险？

Are We Blind to the Risks of Subpar L2s?

我们是否对低于标准 L2 的风险视而不见？

Hey folks,

嘿伙计，

Remember that FTX mess? We all ignored the giant red flags because Sam Bankman-Fried looked smart and was raking in cash. Turns out, he was a clueless sociopath who stole our dough.

还记得 FTX 的混乱吗？我们都忽略了巨大的危险信号，因为萨姆·班克曼-弗里德看起来很聪明，而且赚得盆满钵满。事实证明，他是一个无能的反社会者，偷了我们的钱。

Well, the next crypto cycle is about to be even crazier, and Emin Gün Sirer, the co-founder of Avalanche, is worried about a flood of trashy layer-2 (L2) solutions. He's like, "Hey, don't be fooled again!"

好吧，下一个加密周期将会更加疯狂，Avalanche 联合创始人 Emin Gün Sirer 担心大量垃圾第 2 层 (L2) 解决方案的出现。他说：“嘿，别再被骗了！”

What's the Beef with These L2s?

这些 L2 有什么问题？

Sirer's got some red flags for you to watch out for. First up, beware of projects where the marketing hype doesn't match the tech. Like, if they're talking a big game about decentralization but using centralized sequencers without fraud protection, run for the hills.

Sirer 有一些危险信号需要您注意。首先，要警惕营销炒作与技术不匹配的项目。比如，如果他们正在谈论一场关于去中心化的大型游戏，但使用没有欺诈保护的集中式排序器，那就赶紧逃吧。

Also, keep an eye on L2s that are just holding token sales to raise funds without a clear plan for how the tokens will be used to improve the network. That's a big no-no.

此外，请留意那些只是通过代币销售来筹集资金，而没有明确计划如何使用代币来改善网络的 L2。这是一个很大的禁忌。

More Red Flags to Look For

需要注意的更多危险信号

Sirer says watch out for founders who dump their own tokens before the project even launches. That's like jumping ship before the Titanic hits the iceberg. And steer clear of projects with low-float tokens, which can be easily manipulated to inflate their value.

Sirer 表示，要留意那些在项目启动之前就抛售自己代币的创始人。这就像泰坦尼克号撞上冰山之前跳船一样。并避开低流通代币的项目，这些代币很容易被操纵以抬高其价值。

How to Spot the Good L2s

如何发现好的 L2

To find the real deal, Sirer suggests looking for projects that actually solve real problems in the crypto space. Like, can they make transactions faster, cheaper, and easier to use? If they're not solving anything important, be suspicious.

为了找到真正的交易，Sirer 建议寻找能够真正解决加密领域实际问题的项目。比如，它们能让交易更快、更便宜、更容易使用吗？如果他们没有解决任何重要问题，请保持怀疑。

Don't Be a Victim of Hype

不要成为炒作的受害者

Remember, folks, don't fall for the hype again. Do your research, look for the red flags, and only invest in L2 projects that are legit and have a solid plan for the future. Let's not make the same mistakes we did with FTX.

各位，请记住，不要再被炒作所迷惑。做好研究，寻找危险信号，并只投资合法且对未来有可靠计划的 L2 项目。我们不要犯与 FTX 一样的错误。