区块链技术周报：分层协同，基础设施走向成熟

Investment Rating - The report does not explicitly state 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, aiming to provide a privacy token standard that allows for configurable privacy while remaining compliant with regulations, potentially positioning Starknet as a preferred issuance layer for institutional privacy assets [14][15] - The introduction of the Open Wallet Standard (OWS) by MoonPay aims to address the lack of a unified wallet standard for AI agents, enhancing security and interoperability across platforms [18][20] - The Vision Chain, launched by Bitpanda, is designed as a compliance-first Layer 2 blockchain for European financial institutions, facilitating the issuance and settlement of tokenized assets under regulatory frameworks [22][26] - The Solana Developer Platform (SDP) represents a shift from a public chain to a financial services platform, integrating various services into a unified API to lower barriers for traditional institutions [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 focusing on global settlement and L2 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 differentiated functionalities and customizable services [9][12] 2. Post-Quantum Security Research - The Ethereum Foundation has launched a dedicated portal for post-quantum security research, indicating a proactive approach to address potential future threats from quantum computing [16][17] 3. AI Agent Open Wallet Standard (OWS) - OWS aims to fill the gap in the AI agent economy by providing a secure, cross-chain wallet infrastructure that does not expose private keys, thus enhancing security and interoperability [18][20] 4. Emergence of Compliance Layer 2 - Vision Chain is positioned as a compliance-first infrastructure for European financial institutions, addressing the need for a regulatory-compliant blockchain for tokenized assets [22][26] - The Solana Developer Platform (SDP) integrates multiple services into a single API, facilitating the development of financial applications on the Solana blockchain [24][27]