Recently, V God made a live broadcast about Layer2, and then, the whole network is posting related articles about Layer2.
But seeing too much will make people fall into a kind of embarrassment:It's all in Chinese, but I just can't understand it.That's right, the real threshold in the blockchain field is not the investment operation of depositing and withdrawing funds, but understanding popular science content.After all, one cannot make money beyond one's knowledge.If you don't have the patience to understand the popular science content from beginning to end, then no matter how many "wealth codes" appear in the article, it will be useless.I can't even find the "door", so why do I need a password?There is no "wealth code" supported by cognition, just "code" without "wealth".1. The distant water of Ethereum 2.0 cannot save the near fire
As we all know, the two biggest problems of Ethereum are: "slow" and "expensive".Slow down, it's okay, the big deal is to wait. But expensive, it’s really painful. I made a table to summarize the single transaction cost under various transaction types. Among them, the highest transaction cost has exceeded 800 yuan...V God is also aware of this problem, so he proposed the Ethereum 2.0 solution, introducing POS and fragmentation technology to improve the throughput of the base layer.However, distant water cannot save near fire. This kind of structural transformation cannot be completed within 2-3 years.Therefore, God V also said during the live broadcast:actually,Layer2It is no longer a new topic. In recent years, various Layer 2 solutions have been constantly updated and changed. From the earliest state channels, to Plasma, and then to side chains, so far, Layer2's "off-chain" solutions are divided into four types: state channels, side chains, plasma, and aggregation.2. Understanding Rollup polymerization technology from nucleic acid detection
Before understanding Rollup, a complex blockchain term, let’s discuss an interesting topic:How long do you think it will take to calculate and test 11 million people?Maybe many people have no concept of the number of 11 million people, it doesn't matter, I will give you a few sets of data for you to compare.1. The total population of Switzerland is 8.57 million, and the total population of Estonia is 1.3 million.2. The United States, which claims to have the strongest testing capacity, completed 7 million nucleic acid tests in 90 days.So, to put it another way, how long do you think it will take to do an accounting test for everyone in two countries, Switzerland and Estonia?Nucleic acid testing of 11 million people, in China, took a total of time:So many people, so little time, how do you do it?The essence lies in the detection method - 10 in 1 mixed detection technology.That is to say, the samples of 10 people are mixed together, and only one is tested. If a 10-in-1 sample is negative, the whole group passes. If it is positive, these 10 people will be isolated separately for the first time, and single-collection and single-test will be carried out separately. Finally determine who the positive carrier is. This balances accuracy and efficiency.The case of nucleic acid detection is over. If you can understand the 10-in-1 mixed detection technology, you will also understand the Ethereum Rollup aggregation technology named by V God.In the written explanation, Rollup is a "hybrid" two-tier solution. Rollup moves computation (and state storage) off-chain, but puts some data about each transaction on-chain. Rollup is mainly divided into two categories, one is Optimistic Rollup (fraud proof scheme), and the other is ZK Rollup (validity proof scheme).In fact, the core principle of the Rollup expansion solution is similar to the 10-in-1 mixed inspection in nucleic acid detection. By packaging data and grouping detection, the processing efficiency is improved.As for Rollup technology, you don’t need to remember what is Optimistic Rollup (fraud proof scheme) and what is ZK Rollup (validity proof scheme).You just need to remember the core nature of the problem they solve:Regardless of whether fraud proof or effective proof is used, Rollup actually mainly solves the TPS of Ethereum - the number of transactions processed per second, that is, the transmission efficiency, and solves the "slow" problem.3. You can not understand technology, but you must know the advantages of technology
As I said just now, in the expansion technology of Ethereum, God V has a soft spot for Rollup.In the Rollup technology, the two Layer 2 duos that have received the most attention are the ZK Rollup (validity proof scheme) and Optimistic Rollup (fraud proof scheme) I just mentioned.Note that these are two technologies, not coins.Because in the future, there will be various projects standing in teams to use these two technologies to make themselves a Layer 2 ecological project of Ethereum.If you do not understand the advantages and differences of these two technologies, you will not be able to judge its value in subsequent projects.An investment where the value of the project cannot be seen clearly is not called investment, but speculation.What does it mean to speculate? You don't know why it has risen, and you don't know what price is overvalued, so you should sell it. In the end, "chasing up and down" became inevitable.What are the advantages of these two technologies? How is the project standing? Here, it is shown in a table:ZK Rollup is fast and safe, but it is not compatible with smart contracts and is not friendly to developers; while Optimistic Rollup is compatible with smart contracts and is beneficial to developers, but has low TPS and low efficiency.4. Will the new method bring new problems?
Peter Senge said in The Fifth Discipline:Today's problems may stem from yesterday's solutions.Likewise, today's solutions will become tomorrow's problems.Layer 2 is the solution to the expansion problem of Ethereum, but will it also bring new problems?For example, many people now say that putting the problems on the chain off the chain seems to solve the problem of expansion, but it is actually just a transfer of contradictions.For another example, some people say that if transactions are moved to Layer 2, the transaction volume on layer 1, that is, Ethereum, will decrease, and the revenue of miners may decrease.In response to these two questions, I give my thoughts:1. Contradictions will be transferred, but they will also be dispersedThe congestion of Ethereum will indeed be reflected on Layer 2, but Layer 2 has many solutions, which is equivalent to opening 10 forks in a road. The contradiction has indeed shifted, but the pressure has also been dispersed.2. In the short term, the income of miners decreases, but in the long term, the income increases.At present, it will take some time to verify and answer whether the straw of Layer 2 can save the life of Ethereum transaction congestion.But in the short term, in order to encourage migration, "liquidity incentives + Layer 2 airdrops" may bring a wave of benefits.Here are some airdrop opportunities, but it must also be emphasized that the airdrop is like a lottery and cannot be forced, including the airdrop or not, the value of the airdrop and the time of the airdrop are all subject to the information on the official website. This is for reference only.In addition, during V God's live broadcast, five Layer 2 projects were highlighted, namely Optimistic, Arbitrum, ZKsync, Loopring, and DeversiFi.Among them, only loopring has issued coins, and several other projects have not issued coins, so continuing to pay attention to these 4 key projects is also a good way to ambush.However, it is still necessary to emphasize that what is scarce in investment in the blockchain field is not opportunity, but principal and awareness. The "wealth password" that everyone knows is not a password, but information.Information can be shared, but cognition is not.PS: Investment is risky and requires independent thinking. All content in this article is not intended as investment advice.
