公链

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公链指南:掘金Web3底层基建,哪些项目值得关注?
Sou Hu Cai Jing· 2025-10-04 23:21
二、投资逻辑:三大维度筛选潜力公链 1. 技术路线:解决"不可能三角"的创新方案 2. 生态活力:开发者与用户增长是关键 3. 商业模式:收入与代币经济模型 一、公链:数字世界的"信任基建",为何值得投资? 公链作为Web3的底层基础设施,通过去中心化、透明不可篡改、智能合约执行三大特性,成为支撑DeFi、NFT、GameFi等应用的核心载体。其投资价值体 现在: 1. 技术壁垒高:公链是区块链创新的源头,技术迭代直接影响行业格局(如以太坊从PoW转向PoS); 2. 生态网络效应强:开发者和用户迁移成本高,头部公链形成"护城河"(如以太坊占DeFi TVL的70%); 3. 政策红利窗口:全球监管逐步明确,合规化公链将获得长期发展机会(如Polygon与金融机构合作)。 · 模块化架构:Celestia专注数据可用层(DA),降低Layer2开发成本,2025年市值增长超200%; · 高性能优化:Solana通过PoH共识实现万级TPS,2024年DEX交易量多次超越以太坊,成为高频交易首选; · 安全与去中心化:以太坊通过分片(Sharding)和Danksharding技术,2025年理论TPS提升至 ...
BNB Chain 验证者提案:在质押收益率维持 0.5% 以上时,应追求尽可能低的 Gas 费
Xin Lang Cai Jing· 2025-09-24 03:40
来源:市场资讯 (来源:吴说) 吴说获悉,BNB Chain 验证者提案计划将最低 Gas 从 0.1 Gwei 降至 0.05 Gwei,并将区块间隔从 750 毫 秒缩短至 450 毫秒。若实施,每笔交易费将降至约 0.005 美元,进一步巩固 BSC 在低费率公链中的竞 争力。过去两次降费(3→1 Gwei、1→0.1 Gwei)已使手续费下降 75%,日交易量激增 140% 至 1200 万 笔。本次提案还提出核心原则:在质押收益率维持 0.5% 以上时,应追求尽可能低的 Gas 费。长期目标 是将手续费降至 0.001 美元/笔。 ...
公链行业的核心挑战与选择决策框架:破局之道与未来展望—科普视角
Sou Hu Cai Jing· 2025-08-29 03:07
Core Insights - Blockchain technology is regarded as the "cornerstone of the next-generation internet," with public chains being essential for decentralized applications (DApps) and value transfer [1] - The public chain industry faces significant challenges, including the balance of performance, security, and decentralization, ecological fragmentation, regulatory uncertainty, and high user experience barriers [3][4][5][6] Group 1: Challenges in Public Chains - The "impossible triangle" of balancing performance, security, and decentralization remains a fundamental challenge for public chains, with examples like Bitcoin, Ethereum, and Solana illustrating the trade-offs involved [3] - Ecological fragmentation leads to "chain islands," where assets and data cannot flow freely between different public chains, hindering collaborative development [4] - Regulatory uncertainty poses compliance risks, with varying attitudes towards cryptocurrencies across countries, impacting the operation of public chain projects [5] - High user experience barriers, such as complex private key management and high transaction fees, hinder the widespread adoption of Web3 applications [6] Group 2: Decision-Making Framework - Developers should prioritize public chains that support mainstream programming languages and have robust ecological tools, such as Ethereum and BNB Chain [7][8] - Investors should assess the activity level of ecosystems, focusing on metrics like Total Value Locked (TVL), DApp count, and user engagement, with Ethereum Layer 2 and Solana showing rapid growth [8] - Investors are advised to select deflationary tokens or those with broad application scenarios, such as BTC, ETH, and BNB [9] - Enterprises should prioritize compliance and cross-chain capabilities, selecting public chains with strong regulatory adherence [11] Group 3: Innovative Solutions - Akashi public chain aims to create a "cross-chain highway," enabling seamless asset and data flow between different public chains, enhancing interoperability [14] - Messiah Exchange serves as a cross-chain trading platform, integrating multi-chain assets and providing one-click exchange services, with a focus on compliance and liquidity [15][16] - Technological advancements, such as zero-knowledge proofs and sharding, are expected to enhance public chain performance, while standardized cross-chain protocols will accelerate ecosystem integration [18] Group 4: Future Outlook - The public chain industry, despite its challenges, shows signs of breakthrough with Akashi's cross-chain technology and Messiah's compliance practices, emphasizing the dual importance of "connection" and "compliance" [19] - The future vision for public chains is a connected, secure, and trustworthy blockchain "continent," moving away from isolated "digital castles" [20] - Understanding challenges, making rational choices, and embracing innovation will be key for participants to seize opportunities in the blockchain era [21]
从全新技术栈到全球政府数贸合作:十年公链老将 IOTA 的生态进化
Sou Hu Cai Jing· 2025-07-31 14:20
Core Insights - IOTA celebrates its 10th anniversary alongside Ethereum, marking a decade of evolution in blockchain technology and its applications in various sectors [1][2] - The project has established itself as a significant player in decentralized infrastructure, focusing on real-world applications and partnerships with governments and enterprises [1][12] Group 1: Evolution and Current Position - IOTA has transitioned from a niche project to a key player in financial innovation, data security, and global trade digitization [1][2] - The launch of the Rebased mainnet upgrade and the TWIN digital trade infrastructure highlights IOTA's commitment to enhancing its ecosystem and real-world applications [1][5] Group 2: Ecosystem Development - IOTA's ecosystem includes diverse modules such as DeFi, RWA, NFT, GameFi, and Meme, creating a comprehensive financial service framework [6][10] - The introduction of Pools as a decentralized exchange (DEX) and Deepr as a lending platform enhances liquidity and user experience within the IOTA ecosystem [6][7] Group 3: Real-World Applications - TWIN, launched in May 2025, aims to improve global trade transparency and efficiency through decentralized data exchange [13][14] - TLIP focuses on enhancing cross-border trade logistics, particularly in Africa, by simplifying information exchange and promoting international trade [14][20] Group 4: Compliance and Global Strategy - IOTA emphasizes compliance as a critical factor for establishing trust with governments and institutions, having achieved various certifications and partnerships globally [18][19] - The project has made significant strides in the MENA region, Europe, North America, and Africa, aiming to expand its reach and influence in the blockchain space [19][20] Group 5: Technological Advancements - The Rebased mainnet upgrade introduced a dual smart contract ecosystem, enhancing IOTA's performance, security, and developer accessibility [23][24] - IOTA's network can handle over 50,000 transactions per second (TPS) with sub-second confirmation times, making it suitable for high-frequency trading [24] Group 6: Developer Engagement and Community - IOTA has launched multiple hackathons and grant programs to foster developer engagement and support innovative projects within its ecosystem [38][43] - The IOTA token ($IOTA) plays a crucial role in the ecosystem, with over 80% circulation, indicating strong liquidity and community involvement [48]
孙宇晨:波场TRON亮相EthCC,推动区块链技术融合与创新
Sou Hu Cai Jing· 2025-07-14 16:13
Core Insights - TRON's participation in EthCC 2025 as a WAGMI sponsor highlights its commitment to decentralized technology and global strategy [1][3] - The event showcased TRON's technological advancements and its vision for a collaborative ecosystem in the blockchain industry [3][4] Group 1: TRON's Strategic Positioning - TRON aims to promote internet decentralization and views its sponsorship of EthCC as a milestone in its global strategy [3] - The platform's booth became a focal point, demonstrating its high-performance blockchain architecture and decentralized finance (DeFi) innovations [3] - TRON's mainnet has achieved an average daily transaction volume exceeding 9 million, with over 315 million on-chain accounts and a total value locked (TVL) of $22 billion [3] Group 2: Collaborative Initiatives - TRON announced strategic partnerships with several EthCC participants, focusing on technology development, application expansion, and talent cultivation [4] - A notable collaboration with Consensys aims to develop cross-chain interoperability tools, simplifying the deployment process for developers [4] - TRON launched a "Web3 Infrastructure Developer Incentive Program," investing tens of millions to support innovative projects within the TRON and Ethereum ecosystems [4] Group 3: Technological Achievements - TRON showcased its advancements in cross-border payments, achieving near-instant settlement times and transaction fees below 0.1% for thousands of businesses in emerging markets [6] - The partnership with APENFT introduced a new version of a blockchain art platform, enhancing revenue transparency for creators through AI-generated technology [6] - TRON's practical applications across various sectors, including stablecoins and creator economies, serve as replicable models for the industry [6] Group 4: Vision for the Future - TRON positions itself as a "bridge" connecting different ecosystems and empowering diverse groups, aiming to make blockchain technology a foundational element for global change [8]
波场TRON领航ETH Beijing 黑客松2025:金牌赞助点燃Web3创新热潮
Sou Hu Wang· 2025-05-19 00:54
Core Insights - The ETH Beijing Hackathon 2025, a significant Ethereum technology event in the Chinese-speaking region, was held from May 16 to 18, attracting numerous developers with innovative projects focusing on public goods and AI + blockchain [1][7] - TRON emerged as a gold sponsor, showcasing its technological strength and ecosystem layout, which sparked enthusiastic discussions about the TRON ecosystem [1][7] TRON's Blockchain Infrastructure - Since its establishment in 2017 by Justin Sun, TRON has aimed to create an efficient and low-cost blockchain infrastructure, utilizing a Delegated Proof of Stake (DPoS) consensus mechanism with a block time of just 3 seconds and a theoretical peak TPS exceeding 2500 [3] - As of May 2025, TRON has surpassed 307 million total user accounts, with over 10.3 billion transactions and a total value locked (TVL) of $23 billion, maintaining a leading position among public chains [3] - In the stablecoin sector, TRON is the undisputed leader, with USDT-TRC20 circulating over $75 billion on the TRON network, accounting for approximately 50% of the global USDT supply [3] DeFi Ecosystem and Compliance - TRON's DeFi ecosystem is thriving, with JustLend's total locked value nearing $6 billion, and products like SUN and JustStables accounting for nearly 80% of TRON's DEX trading volume [3] - TRON has demonstrated its commitment to compliance and security in the stablecoin space by collaborating with the T3 Financial Crimes Unit to freeze over $126 million in illicit funds [3] Innovations and Collaborations - TRON is actively promoting real-world asset (RWA) tokenization, collaborating with Brazil to issue the BRL stablecoin MBRL, and has established a $100 million AI fund to attract developers in the AI + blockchain sector [4] - The partnership with the government of Dominica designates TRON as the national blockchain, facilitating the digital economy's transformation [4] BitTorrent Chain (BTTC) and Cross-Chain Capabilities - BTTC, a crucial component of the TRON ecosystem, was highlighted at the ETH Beijing Hackathon for its unique advantages as a cross-chain scaling solution, supporting interoperability among major chains like TRON, Ethereum, and BNB Chain [6] - BTTC features a three-layer architecture, ensuring secure and efficient cross-chain asset transfers, with transaction confirmation times of 2-3 seconds and costs below $0.01 [6] - Currently, BTTC supports over 100 tokens for cross-chain mapping, with an active user base exceeding 37 million, and offers developer-friendly tools to facilitate Web3 application deployment [6] Future Outlook - TRON aims to continue its focus on AI, RWA, and Web3 identity, collaborating with global developers to drive blockchain technology's role in the digital economy [7]