Discover and read the best of Twitter Threads about #layer2
Most recents (24)
#layer2 还没发币的项目有很多，比如自带流量的 #Scroll ，他即不PUA，也不让你其他无用功……
最近发现他联合 #Degame 平台发起了一个 NFT GAMING SUMMER-2023活动，活动将提供价值约300,000 U的奖励，包括游戏资产、NFT、项目代币等。
🩸我们来看看怎么撸： twitter.com/i/web/status/1…
最近发现他联合 #Degame 平台发起了一个 NFT GAMING SUMMER-2023活动，活动将提供价值约300,000 U的奖励，包括游戏资产、NFT、项目代币等。
🩸我们来看看怎么撸： twitter.com/i/web/status/1…
2⃣ 点击任务和奖励，将基本任务都做完（任务3天后截止）
1/10 Blockchain tech is composed of different layers, and #Layer1 is a fundamental part of this ecosystem.
It refers to the underlying infrastructure that serves as the foundation 4 a blockchain network, providing the basic functionality and sets the rules 4 the entire system
It refers to the underlying infrastructure that serves as the foundation 4 a blockchain network, providing the basic functionality and sets the rules 4 the entire system
2/10 Layer 1 blockchains, like @MultiversX, are often referred to as "base layer" or "on-chain" solutions. 📋
They handle key functions like:
✅ transaction #validation
✅#consensus mechanisms
✅maintaining the overall security and integrity of the blockchain.
#blockchain
They handle key functions like:
✅ transaction #validation
✅#consensus mechanisms
✅maintaining the overall security and integrity of the blockchain.
#blockchain
3/10 Layer 1 blockchains are designed to be
✅secure
✅decentralized
✅and immutable.
They have their own native #cryptocurrency 🪙 (in @MultiversX is $eGLD) and can support a wide range of applications and #smartcontracts.
✅secure
✅decentralized
✅and immutable.
They have their own native #cryptocurrency 🪙 (in @MultiversX is $eGLD) and can support a wide range of applications and #smartcontracts.
Today we introduce MercuryLayer, our new Bitcoin Layer 2 initiative! We're thrilled to announce this significant step in our journey. Inspired by @SomsenRuben statechains paper, we initially developed MercuryWallet in 2020.
Since then, we've received numerous requests for a more modular version, enabling seamless integration with other wallets and applications.
We plan to provide these tools alongside the release of full cryptographic blinding for Mercury. This ensures that Mercury will no longer see any Bitcoin addresses or possesses any information about deposited coins or swaps.
【投资必看！一文读懂即将再次爆发的板块和项目】
任何一次板块轮动都是币圈的财富密码，而板块轮动必定从龙头项目开始。
如果你还不知道板块轮动的重点板块和龙头项目，你可能抓不住下次牛市！本篇为你解读👇
🧵内容较长，为方便查阅，做成了脑图。记得收藏，别再错过轮动浪潮 ！🌊
#Bitcoin
任何一次板块轮动都是币圈的财富密码，而板块轮动必定从龙头项目开始。
如果你还不知道板块轮动的重点板块和龙头项目，你可能抓不住下次牛市！本篇为你解读👇
🧵内容较长，为方便查阅，做成了脑图。记得收藏，别再错过轮动浪潮 ！🌊
#Bitcoin
1⃣ #Layer2
以太坊 #坎昆升级 预计会在今年 10 月份进行，EIP-4844将令以太坊二层处理速度提高 10 - 100倍，且每笔在 L2 上发生的交易成本将比现在便宜数十倍。
升级将为 #Layer2 催生更多应用场景，大事件推动必然带来大的板块拉升。
⌨️ 这里也为大家放出 #区块链基建 代表项目及分类。
(1/24)
以太坊 #坎昆升级 预计会在今年 10 月份进行，EIP-4844将令以太坊二层处理速度提高 10 - 100倍，且每笔在 L2 上发生的交易成本将比现在便宜数十倍。
升级将为 #Layer2 催生更多应用场景，大事件推动必然带来大的板块拉升。
⌨️ 这里也为大家放出 #区块链基建 代表项目及分类。
(1/24)
1.1 Layer2板块币种推荐
💵 $ARB
@arbitrum 二层扩容方案龙头，且作为一个新币，还没打出三浪，很有可能在坎昆升级之前提前打出预期，所以布局的性价比比较高。
💵 $OP
@optimismFND 巨量解锁后基本面的压力会比较小。同样如果坎昆升级带来Layer2 summer的话，OP rollup生态一定会拉升。
(2/24)
💵 $ARB
@arbitrum 二层扩容方案龙头，且作为一个新币，还没打出三浪，很有可能在坎昆升级之前提前打出预期，所以布局的性价比比较高。
💵 $OP
@optimismFND 巨量解锁后基本面的压力会比较小。同样如果坎昆升级带来Layer2 summer的话，OP rollup生态一定会拉升。
(2/24)
1/20🧵
Let's take a deep dive into the intricacies of Internet Protocols (IPs) like TCP/IP, their history, and how these systems parallel to the Ethereum blockchain ecosystem.
This thread is technical - buckle up! #InternetProtocols #Ethereum
Let's take a deep dive into the intricacies of Internet Protocols (IPs) like TCP/IP, their history, and how these systems parallel to the Ethereum blockchain ecosystem.
This thread is technical - buckle up! #InternetProtocols #Ethereum
2/20
TCP/IP, the backbone of the internet, has its roots in the ARPANET project of the 1960s-70s.
It's a suite of protocols for data transmission and routing. TCP/IP is layered, each with its specific tasks:
Network Interface, Internet, Transport, and Application. #TCP_IP
TCP/IP, the backbone of the internet, has its roots in the ARPANET project of the 1960s-70s.
It's a suite of protocols for data transmission and routing. TCP/IP is layered, each with its specific tasks:
Network Interface, Internet, Transport, and Application. #TCP_IP
3/20
The Network Interface layer (eg, Ethernet) takes care of the physical transmission of data.
Internet layer (eg, IP) ensures data packets are routed correctly
Transport layer (eg, TCP) guarantees reliable transmission
Application layer (eg, HTTP) is for user interactions
The Network Interface layer (eg, Ethernet) takes care of the physical transmission of data.
Internet layer (eg, IP) ensures data packets are routed correctly
Transport layer (eg, TCP) guarantees reliable transmission
Application layer (eg, HTTP) is for user interactions
🎊Update the context of Projects launched on @BNBCHAIN🎊
📰Includes: #Infrastructure #DApps #NFT #Utilities #Ecosystem... project
#NFT #DEX #DeFi $BNB #gaming #DAO #web3 #NFTs #layer1 #layer2 $BUSD #BUSD $WBNB
🔥Stay tuned below for more details🔥
📰Includes: #Infrastructure #DApps #NFT #Utilities #Ecosystem... project
#NFT #DEX #DeFi $BNB #gaming #DAO #web3 #NFTs #layer1 #layer2 $BUSD #BUSD $WBNB
🔥Stay tuned below for more details🔥
小狐狸的母公司 @ConsenSys 推出的 @LineaBuild 链上可免费领取以太坊上海升级NFT：
shanghai-capella.consensys-nft.com
🧵关于什么是Linea，功能以及与其他Layer2方案（如ZKSync，Arbitrum）的比较:
1/ Linea是以太坊扩容的一种新ZK Rollup解决方案，有望成为Layer2生态中游戏规则的改变者。
#freemint
shanghai-capella.consensys-nft.com
🧵关于什么是Linea，功能以及与其他Layer2方案（如ZKSync，Arbitrum）的比较:
1/ Linea是以太坊扩容的一种新ZK Rollup解决方案，有望成为Layer2生态中游戏规则的改变者。
#freemint
2/ 什么是Zero-Knowledge Rollups？
ZK Rollups是利用零知识证明进行以太坊扩容的Layer2解决方案。ZK Rollups在数据打包到主网前将多个交易数据打包捆绑成单个，减少处理的数据量从而实现更快更便宜地交易。
#Layer2
#ZKRollup
ZK Rollups是利用零知识证明进行以太坊扩容的Layer2解决方案。ZK Rollups在数据打包到主网前将多个交易数据打包捆绑成单个，减少处理的数据量从而实现更快更便宜地交易。
#Layer2
#ZKRollup
3/ Linea是面向开发者开发者友好型的zk-rollups解决方案，结合了零知识证明的快速安全的优势和optimistic rollups的兼容性优势。
Linea的关键特性之一是可以实现高tps(吞吐量)和超低的交易成本。此外，evm兼容允许以太坊开发人员使用他们已有的知识和工具使用zk-rollup。
Linea的关键特性之一是可以实现高tps(吞吐量)和超低的交易成本。此外，evm兼容允许以太坊开发人员使用他们已有的知识和工具使用zk-rollup。
Well, we made some noise and I feel that it is the right time to explain our #vision, workflow and #investments thesis. Our vision is to be a leader of every liquid / investment / MM / Institutional niche in the #crypto and #web3 industry. It leads us to take care of our… twitter.com/i/web/status/1…
1. Main investment target is #Layer1/#Layer2 #protocols. Investments and cooperation with such projects help us to reach a lot of promising early stage and super early stage projects in order to find brilliant investment #opportunities.
2. Second part of our investment targets includes the most promising and mainstream niches as #GameFi, #Guilds, #DeFi, Web3 #Derivatives, Web3 #Social platforms, #AI, #DAO and sometimes - #meme coins. Then we can play around our portfolio companies in order to find synergies… twitter.com/i/web/status/1…
#layer1 #airdrop
is potential #airdrop 🪂 hype for @NibiruChain responsible for the 50% increase in followers in last 30 days? #nibiru #NIT
lets see how to potentially participate in the incentivized testnet phase II
Thread below 👇 🧵
is potential #airdrop 🪂 hype for @NibiruChain responsible for the 50% increase in followers in last 30 days? #nibiru #NIT
lets see how to potentially participate in the incentivized testnet phase II
Thread below 👇 🧵
What is Nibiru❓
Nibiru is a new layer 1 blockchain and financial hub powering decentralized derivatives trading. Secure, permission-less, fully on-chain.
Nibiru unifies leveraged derivatives trading, spot trading, staking, and bonded liquidity provision for over 40 blockchains
Nibiru is a new layer 1 blockchain and financial hub powering decentralized derivatives trading. Secure, permission-less, fully on-chain.
Nibiru unifies leveraged derivatives trading, spot trading, staking, and bonded liquidity provision for over 40 blockchains
They are valued at 100m after raising 8.5m co-led by Tribe Capital, Republic Capital, NGC Ventures and Original Capital.
they recently announced incentivized testnet phase 2
nibiru.fi/blog/posts/010…
they recently announced incentivized testnet phase 2
nibiru.fi/blog/posts/010…
1/ Nearly every non-native #ERC token including ALL #NFTs are FLAWED! 🚨
Yes, that includes most on #EVM compatible ⛓️
#ETH tokens FLAWED
#SOL tokens FLAWED
#BSC tokens FLAWED
#XRP tokens FLAWED
#AVAX, #FTM, #MATIC, #HBAR, #TRON all flawed!
You get the idea…
But why? 🧵
Yes, that includes most on #EVM compatible ⛓️
#ETH tokens FLAWED
#SOL tokens FLAWED
#BSC tokens FLAWED
#XRP tokens FLAWED
#AVAX, #FTM, #MATIC, #HBAR, #TRON all flawed!
You get the idea…
But why? 🧵
2/ Well first, unless you are brand new to #crypto then you’ve heard of a wallet being drained from interacting with a token/#NFT
Someone sends you an #NFT. You try to sell it or even burn it. Poof all your #crypto is gone! 🤯
WTH just happened?!? Read on…📖
Someone sends you an #NFT. You try to sell it or even burn it. Poof all your #crypto is gone! 🤯
WTH just happened?!? Read on…📖
3/ #ERC tokens are specialized smart contracts NOT actual tokens
This includes ERC-20 and ERC-721 tokens
So every token action be it fungible or non-fungible requires interaction with a smart contract
This includes ERC-20 and ERC-721 tokens
So every token action be it fungible or non-fungible requires interaction with a smart contract
融资 5000万美元的Scroll再不交互就晚了！
#scroll #Layer2 #Airdrop
@Scroll_ZKP 是一个EVM等效的 zkRollup，用于扩展以太坊，总融资8000万美金，估值已达18亿美金，据说Scroll的诸王将在今年第三季度开启，目前已经进入测试的最后阶段，再不交互可能就来不及获得空投了；
#scroll #Layer2 #Airdrop
@Scroll_ZKP 是一个EVM等效的 zkRollup，用于扩展以太坊，总融资8000万美金，估值已达18亿美金，据说Scroll的诸王将在今年第三季度开启，目前已经进入测试的最后阶段，再不交互可能就来不及获得空投了；
2⃣获取goerli ETH
🌟去goerli 测试网水龙头获取goerli ETH
🌟水龙头：
faucet.goerli.mudit.blog
goerlifaucet.com
allthatnode.com/faucet/ethereu…
faucets.chain.link/goerli
app.mycrypto.com/faucet
faucet.paradigm.xyz
grabteeth.xyz
几个渠道可以多领取一些，以备不时之需
🌟去goerli 测试网水龙头获取goerli ETH
🌟水龙头：
faucet.goerli.mudit.blog
goerlifaucet.com
allthatnode.com/faucet/ethereu…
faucets.chain.link/goerli
app.mycrypto.com/faucet
faucet.paradigm.xyz
grabteeth.xyz
几个渠道可以多领取一些，以备不时之需
【以太坊L2 2023重点关注事项】
#Ethereum #LAYER2
原文参考：@TheDeFinvestor
1⃣@eigenlayer 主网预计第三季度上线：Eigenlayer是ETH二次质押方案，使用 Eigenlayer，以太坊验证者将能够同时保护多个网络/协议；衡量 PoS 链安全性最好方法就是TVL，TVL越高攻击程成本越高
#Ethereum #LAYER2
原文参考：@TheDeFinvestor
1⃣@eigenlayer 主网预计第三季度上线：Eigenlayer是ETH二次质押方案，使用 Eigenlayer，以太坊验证者将能够同时保护多个网络/协议；衡量 PoS 链安全性最好方法就是TVL，TVL越高攻击程成本越高
Eigenlayer 正在构建一个 ETH 节点运营商可以选择提供额外费用服务的市场，能够验证侧链甚至非 EVM 等网络，攻击行为会受到削减其质押的 ETH 的惩罚，从 L1 和 L2 到预言机和桥梁的任何项目都可以利用 Eigenlayer 的技术，可以关注@0xMantle，是将使用 EigenLayer 的数据可用性解决方案的L2项目之一；
2⃣以太坊4月上海升级：即将到来的以太坊升并不会引起ETH的大量抛售，升级后提款将进行排队进行，防止每个人立即提取他们质押的 ETH，经估算，获利者不超过50%的$ETH质押者；因此，不太可能出现大规模的ETH抛售；
RGB on Lightning Network: Game changer for Bitcoin🧵⚡️⬇️
In the last week, the RGB-tools and Bitfinex teams showed integration with LDK, a Lightning implementation on layer 2.
#bitcoin #rgb #lightningnetwork #taproot #layer2 #layer3
In the last week, the RGB-tools and Bitfinex teams showed integration with LDK, a Lightning implementation on layer 2.
#bitcoin #rgb #lightningnetwork #taproot #layer2 #layer3
RGB and Lightning Network Compatibility
When an RGB state transaction is committed into a Bitcoin transaction and like this can be part of payment channel. In simple words, each new RGB state transition can committed inside in a channel to move RGB assets.
When an RGB state transaction is committed into a Bitcoin transaction and like this can be part of payment channel. In simple words, each new RGB state transition can committed inside in a channel to move RGB assets.
How works? Part.1
Alice open channel with Bob providing 10k satoshis and 500 USDT. The RGB commitment is added in a dedicate OP_RETURN output. Remember: With Taproot this could also be done.
Alice open channel with Bob providing 10k satoshis and 500 USDT. The RGB commitment is added in a dedicate OP_RETURN output. Remember: With Taproot this could also be done.
Now it's time for Whole Launch!
Fully explore #zkSyncEra in spacefi.io
✅SpaceSwap
✅SpaceFarm
✅SpaceBase
✅SpaceBridge
✅xSPACE Pay
✅Planet NFT mint/stake/trade
🧑🌾Farm Pool Live. Bring #RealYield to the ecosystem.
#Cosmos + #Evmos >< #zkSync + #Layer2
1/7
Fully explore #zkSyncEra in spacefi.io
✅SpaceSwap
✅SpaceFarm
✅SpaceBase
✅SpaceBridge
✅xSPACE Pay
✅Planet NFT mint/stake/trade
🧑🌾Farm Pool Live. Bring #RealYield to the ecosystem.
#Cosmos + #Evmos >< #zkSync + #Layer2
1/7
🧑🌾SpaceFarm
At first, you can add ETH/USDC, SPACE/USDC in SpaceSwap and deposit the LP in Farm to earn both LP Fee and xSPACE reward.
There'll be more pools as the growth of the ecosystem.
#Layer2 #zkSync #Evmos #Cosmos
2/7
At first, you can add ETH/USDC, SPACE/USDC in SpaceSwap and deposit the LP in Farm to earn both LP Fee and xSPACE reward.
There'll be more pools as the growth of the ecosystem.
#Layer2 #zkSync #Evmos #Cosmos
2/7
🏰SpaceBase
You can spent $SPACE to create a spacebase and invite members to join. Each the creator and the member can earn an extra 5% of the member's farming reward.
90% of the $SPACE will be burned directly and 10% be allocated to NFT Bonus (70%) and DAO Treasury (30%).
3/7
You can spent $SPACE to create a spacebase and invite members to join. Each the creator and the member can earn an extra 5% of the member's farming reward.
90% of the $SPACE will be burned directly and 10% be allocated to NFT Bonus (70%) and DAO Treasury (30%).
3/7
Whole Launch Preview🪐
After 3 days trial run, we plan to launch all products on #zkSyncEra on Mar. 28th!
🧑🌾SpaceFarm
🏰SpaceBase
🌉SpaceBridge
🔮Planet NFT mint/stake/trade
Bring #RealYield to the ecosystem.
💎spacefi.io
What will happen?
#Layer2 #Evmos
1/8
After 3 days trial run, we plan to launch all products on #zkSyncEra on Mar. 28th!
🧑🌾SpaceFarm
🏰SpaceBase
🌉SpaceBridge
🔮Planet NFT mint/stake/trade
Bring #RealYield to the ecosystem.
💎spacefi.io
What will happen?
#Layer2 #Evmos
1/8
🧑🌾SpaceFarm
At first, you can add ETH/USDC, SPACE/USDC in SpaceSwap and deposit LP in Farm to earn both LP fee and xSPACE reward.
🍯Current APR of LP Fee alone: 130%
There'll be more pools as the growth of the ecosystem.
#Layer2 #zkSync #Evmos #Cosmos
2/8
At first, you can add ETH/USDC, SPACE/USDC in SpaceSwap and deposit LP in Farm to earn both LP fee and xSPACE reward.
🍯Current APR of LP Fee alone: 130%
There'll be more pools as the growth of the ecosystem.
#Layer2 #zkSync #Evmos #Cosmos
2/8
🏰SpaceBase
You can spent $SPACE to create a spacebase and invite members to join. Each the creator and the member can earn an extra 5% of the member's farming reward.
90% of the $SPACE will be burned directly and 10% be allocated to NFT Bonus (70%) and DAO Treasury (30%).
3/8
You can spent $SPACE to create a spacebase and invite members to join. Each the creator and the member can earn an extra 5% of the member's farming reward.
90% of the $SPACE will be burned directly and 10% be allocated to NFT Bonus (70%) and DAO Treasury (30%).
3/8
Tổng hợp săn retroactive của zkSync
1. Tương tác trên mainet
2. Tương tác trên ZkSync Era testnet (trước đó Zksync alpha testnet ae tham gia đã bị reset vào 08/02/2023 và chuyển qua ZkSync Era testnet )
3. Lấy role trên discord
#zkSync #zksyncera #Layer2
1/11
1. Tương tác trên mainet
2. Tương tác trên ZkSync Era testnet (trước đó Zksync alpha testnet ae tham gia đã bị reset vào 08/02/2023 và chuyển qua ZkSync Era testnet )
3. Lấy role trên discord
#zkSync #zksyncera #Layer2
1/11
2. Tương tác trên ZkSync Era testnet
- Truy cập: goerli.portal.zksync.io/faucet
- Chọn Request Funds From Faucet để nhận token testnet
- Chọn Bridge và Bridge từ ETH goerli sang zkSync Era testnet và ngược lại)
3/11
- Truy cập: goerli.portal.zksync.io/faucet
- Chọn Request Funds From Faucet để nhận token testnet
- Chọn Bridge và Bridge từ ETH goerli sang zkSync Era testnet và ngược lại)
3/11
💢If you're looking to make some serious crypto gains, I've got you covered.
For the last two weeks, I've been compiling a list of the best airdrops available right now
With 98 (!) projects to choose from, you're sure to find something that could enrich you in the future🧵 1/
For the last two weeks, I've been compiling a list of the best airdrops available right now
With 98 (!) projects to choose from, you're sure to find something that could enrich you in the future🧵 1/
2/
The majority of the projects I've gathered here don't need any funding because they operate on testnet.
However, there are some where $ is required; if you are a beginner, I strongly advise you to concentrate on TESTNETS.
❗In any case, do your own research.
The majority of the projects I've gathered here don't need any funding because they operate on testnet.
However, there are some where $ is required; if you are a beginner, I strongly advise you to concentrate on TESTNETS.
❗In any case, do your own research.
3/
This is my first thread, where it all started, and it contains primarily tier-1 projects that will almost obviously distribute an airdrop. 👇
This is my first thread, where it all started, and it contains primarily tier-1 projects that will almost obviously distribute an airdrop. 👇
🪐 SpaceFi #testnet on zkSync Era
💰 Rewards: possible #airdrop
@spacefi_io is a cross-chain web3 platform on Evmos and #zkSync, with DEX + NFT + Starter + Spacebase as initial product. The first to connect #Cosmos and #Layer2
A Thread 🧵
#zkSynkEra
💰 Rewards: possible #airdrop
@spacefi_io is a cross-chain web3 platform on Evmos and #zkSync, with DEX + NFT + Starter + Spacebase as initial product. The first to connect #Cosmos and #Layer2
A Thread 🧵
#zkSynkEra
1\
The project's tokenomics indicate that 80% will be allocated to the community
docs.spacefi.io/tokenomics/spa…
The project website also has an "Airdrop" tab, where tasks for testers will soon appear
app.spacefi.io/#/airdrop
The project's tokenomics indicate that 80% will be allocated to the community
docs.spacefi.io/tokenomics/spa…
The project website also has an "Airdrop" tab, where tasks for testers will soon appear
app.spacefi.io/#/airdrop
2\
What to do?
- Add a test network "zkSync Era" via Chainlist
chainlist.org/chain/280
- Take test tokens from the faucet
goerli.portal.zksync.io/faucet
- Go to the site and connect your wallet
swap-zksynctest.spacefi.io/#/swap
What to do?
- Add a test network "zkSync Era" via Chainlist
chainlist.org/chain/280
- Take test tokens from the faucet
goerli.portal.zksync.io/faucet
- Go to the site and connect your wallet
swap-zksynctest.spacefi.io/#/swap
With only a $5M cap $KROM is the easiest future 10x #altcoin I’ve found to date 💰
Gasless DEX for @ethereum and the leading #layer2 protocols @0xPolygon @arbitrum @optimismFND
I’m expecting big things here for a few reasons 👇👇👇
Gasless DEX for @ethereum and the leading #layer2 protocols @0xPolygon @arbitrum @optimismFND
I’m expecting big things here for a few reasons 👇👇👇
Kromatika is a Next Generation DEX enabling #crypto traders to do limit orders on top of @Uniswap without any swap fees, price slippages, or front-running bots
🏆 Won an award at the ‘21 @chainlink Hackathon
💰Awarded an @optimismFND Grant
The big players are helping to fund $KROM
💰Awarded an @optimismFND Grant
The big players are helping to fund $KROM
#Claudia‘s Notes
如何做投研？资深分析师们今年看好哪些赛道？
昨晚的Space回放已经超过了5000人，结束后还有很多人在回味。后台有很多人在DM我出一期回顾，今天我整理了前半段（没被炸前）的Quick Notes，供大家参考。
如何做投研？资深分析师们今年看好哪些赛道？
昨晚的Space回放已经超过了5000人，结束后还有很多人在回味。后台有很多人在DM我出一期回顾，今天我整理了前半段（没被炸前）的Quick Notes，供大家参考。
@CynthiaLou6
1. 投研先分板块，看技术路线进展，按价值轮动规律做。板块重要性高于alpha。从正确的板块里找alpha。大资管，不在乎小容量的alpha，要赚到的是行业以年为单位的beta。最难的是分配板块资金、完成板块切换。
1. 投研先分板块，看技术路线进展，按价值轮动规律做。板块重要性高于alpha。从正确的板块里找alpha。大资管，不在乎小容量的alpha，要赚到的是行业以年为单位的beta。最难的是分配板块资金、完成板块切换。
1/5
这个月在见到了以太坊扩容方案 danksharding 的作者 Dankrad @dankrad ，对扩容有了新的理解。
这里简单科普下，内容包括:
1. 为什么要扩容
2. roll-up为中心的路线图
3. L2与链上存储
4. EIP4844
希望读完之后大家能明白 L2 的重要性！
A Thread 🧵
#Ethereum #Layer2 @WTFAcademy_
这个月在见到了以太坊扩容方案 danksharding 的作者 Dankrad @dankrad ，对扩容有了新的理解。
这里简单科普下，内容包括:
1. 为什么要扩容
2. roll-up为中心的路线图
3. L2与链上存储
4. EIP4844
希望读完之后大家能明白 L2 的重要性！
A Thread 🧵
#Ethereum #Layer2 @WTFAcademy_
2/5
为什么以太坊需要扩容？
为了要让更多人用上以太坊，就需要扩容，其中包括
i. 提速（确定交易时间）
ii. 提高每秒交易量（TPS）
iii. 降费
为什么以太坊需要扩容？
为了要让更多人用上以太坊，就需要扩容，其中包括
i. 提速（确定交易时间）
ii. 提高每秒交易量（TPS）
iii. 降费
3/5
以rollup为中心的扩展路线图
由于在以太坊主网上扩展计算太难，于是决定打开格局，让第二层解决方案（L2链）来做：
主网上支持不可扩展的计算和可扩展的存储， L2 利用这些资源进行可扩展的计算。
因此L2非常重要！
以rollup为中心的扩展路线图
由于在以太坊主网上扩展计算太难，于是决定打开格局，让第二层解决方案（L2链）来做：
主网上支持不可扩展的计算和可扩展的存储， L2 利用这些资源进行可扩展的计算。
因此L2非常重要！
🌿Metis news, metisians!
Not a word more, let's get to the news
#Metis #Bitcoin #BTC #ETH #DeFi #news #web3 #crypto #Layer2 #tech #bulletin
Not a word more, let's get to the news
#Metis #Bitcoin #BTC #ETH #DeFi #news #web3 #crypto #Layer2 #tech #bulletin
#BTC Maxis here?
@MetisDAO has introduced the new runner in the Metis Marathon, @GranaryFinance
Stake wBTC to earn some $METIS tokens lika a boss😤
granary.finance/markets
#Metis #ETH #Bitcoin #DeFi #lending #borrowing
@MetisDAO has introduced the new runner in the Metis Marathon, @GranaryFinance
Stake wBTC to earn some $METIS tokens lika a boss😤
granary.finance/markets
#Metis #ETH #Bitcoin #DeFi #lending #borrowing
@nuvosphere 🤝 BLS Wallet
Gamers will love it!🥹
BLS enables projects to pay for users' gas and charge them in more user-friendly methods (subscription)
Gas payments are getting easier😏
👇More details
medium.com/@nuvoshphere/n…
#Metis #gasless #ETH #gas #DeFi #BTC #web3 #crypto
Gamers will love it!🥹
BLS enables projects to pay for users' gas and charge them in more user-friendly methods (subscription)
Gas payments are getting easier😏
👇More details
medium.com/@nuvoshphere/n…
#Metis #gasless #ETH #gas #DeFi #BTC #web3 #crypto
Starting a new Weekly Series
🔹 Week 8: Dashboard Index at 36.1
🔹 11 indicators negative, 6 positive
🔹 fundraising trend ↑ at 264m
🔹 #BTC activity ↓
🔹 #eth continues to be deflationary, 7 day new addresses increases
Methodology and news roundup below↓ in below 🧵
🔹 Week 8: Dashboard Index at 36.1
🔹 11 indicators negative, 6 positive
🔹 fundraising trend ↑ at 264m
🔹 #BTC activity ↓
🔹 #eth continues to be deflationary, 7 day new addresses increases
Methodology and news roundup below↓ in below 🧵
Methodology
how does a weekly increase affect the Dashboard Rating? Feedback to adjust it further welcomed!
how does a weekly increase affect the Dashboard Rating? Feedback to adjust it further welcomed!
Weekly News roundup:
1. Wormhole Hack: coindesk.com/business/2023/…
2. SEC BUSD
blockworks.co/news/sec-trigg…
3. Stablecoin dominance drops to 9 months lows blockworks.co/news/stablecoi…
1. Wormhole Hack: coindesk.com/business/2023/…
2. SEC BUSD
blockworks.co/news/sec-trigg…
3. Stablecoin dominance drops to 9 months lows blockworks.co/news/stablecoi…
🎯 解构2月主线叙事
2023年初表现最亮眼的赛道莫过于 #Layer2 ，这也符合大部分机构和影响力人物的预测，本推带你解析 @arbitrum 的发展，分析其在技术上的升级和未来路线 🔍
文章来源：@Huobi_Research
欢迎点赞、转推、分享 🔥
2023年初表现最亮眼的赛道莫过于 #Layer2 ，这也符合大部分机构和影响力人物的预测，本推带你解析 @arbitrum 的发展，分析其在技术上的升级和未来路线 🔍
文章来源：@Huobi_Research
欢迎点赞、转推、分享 🔥
一、技术升级
1/ Arbitrum Nova — AnyTrust链
🧩 2022年7月12日，Arbitrum网络宣布构建了新链「Arbitrum Nova」。这条链基于AnyTrust技术搭建，专为游戏、社交应用程序和对成本更敏感的用例而设计。
1/ Arbitrum Nova — AnyTrust链
🧩 2022年7月12日，Arbitrum网络宣布构建了新链「Arbitrum Nova」。这条链基于AnyTrust技术搭建，专为游戏、社交应用程序和对成本更敏感的用例而设计。
🧩主要技术核心有以下几点：
📌为批量交易签署数据可用性证书 (DACerts) 并发布此 DACert；
📌如果委员会无法达成共识，该链将恢复为 Arbitrum 汇总协议；
📌数据执行将在 L2 链上执行，经过一段充满挑战的时期后，新的汇总状态将在以太坊上得到确认。
📌为批量交易签署数据可用性证书 (DACerts) 并发布此 DACert；
📌如果委员会无法达成共识，该链将恢复为 Arbitrum 汇总协议；
📌数据执行将在 L2 链上执行，经过一段充满挑战的时期后，新的汇总状态将在以太坊上得到确认。
