区块链技术周报：分层协同，基础设施走向成熟-20260331

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The Ethereum Foundation has clarified the roles of Layer 1 (L1) and Layer 2 (L2) in the ecosystem, emphasizing that L1 serves as the core settlement layer while L2 focuses on differentiated expansion and services [9][12] - Starknet has launched the STRK20s testnet, with the mainnet expected to go live by the end of April 2026, aiming to provide privacy features for assets on its platform [14][15] - The Ethereum Foundation has introduced a portal for post-quantum security research, indicating a proactive approach to future threats posed by quantum computing [16][17] - MoonPay has released the Open Wallet Standard (OWS), which aims to address the wallet standardization issue in the AI agent economy, allowing for secure and efficient cross-platform transactions [18][20] - Bitpanda has launched Vision Chain, a compliance-focused Layer 2 blockchain aimed at European financial institutions, facilitating the issuance and settlement of tokenized assets under regulatory frameworks [22][26] - The Solana Foundation has introduced the Solana Developer Platform (SDP), transitioning from a public chain to a financial services platform, integrating various infrastructure services for enterprises [24][27] Summary by Sections 1. Ethereum Ecosystem L1 and L2 Differentiation - The Ethereum Foundation's recent update marks a significant shift in the understanding of L1 and L2 roles, with L1 designated as a global settlement layer and L2 focusing on extending Ethereum's core attributes to a broader user base [9][12] - The report highlights that L2's primary goal has shifted from merely scaling Ethereum to providing customized services and functionalities [9][12] 2. Post-Quantum Security Research - The Ethereum Foundation has launched a dedicated portal for post-quantum security research, showcasing ongoing efforts to enhance the resilience of Ethereum's infrastructure against future quantum threats [16][17] 3. AI Agent Wallet Standard OWS - MoonPay's OWS aims to fill the gap in the AI agent economy by providing a standardized wallet infrastructure that allows for secure asset management and transactions without exposing private keys [18][20] 4. Compliance Layer 2 Initiatives - Vision Chain, launched by Bitpanda, is designed to support European financial institutions in issuing and settling tokenized assets while adhering to regulatory requirements [22][26] - The Solana Developer Platform (SDP) aims to lower the technical and compliance barriers for traditional institutions to build financial applications on the Solana blockchain [24][27]