18个月前,以太坊是唯一重要的Layer 1资产分类账。如今,Layer 1有超过十几个主要资产分类账——以太坊、Solana、Luna、Polygon、Celo、Flow、Avalanche、Near、Fantom、BNBChain,而Layer2则有Optimim、Abritim、Arbritum、StarkEx、StarkNet。
我们生活在一个多极世界。我们永远不会回到单极世界。这意味着链桥将极为重要。
今天,我很高兴地宣布我们对LayerZero的投资,这是一个结合dapps和流动性,跨越不同区块链的全链互操作协议。我们于2021年9月领导了上一轮融资,并再次参与LayerZero今天宣布的本轮融资:1.35亿美元A+轮融资。该轮融资中,有多家实力雄厚的战略投资者,包括a16z crypto、Sequoia、FTX、Paypal Ventures、Animoca、Rene Marcelo Claure(SoftbankCEO)、Blizzard(Avalanche生态系统基金)、Polygon生态系统基金,Fantom生态系统基金,Dapper Labs,Kronos Research、Ethernity、ImToken Ventures、Matrixport、Coinbase、Gemini等。本轮融资中,还有值得注意的几位天使投资人,如Tom Brady、Justin Timberlake和Maria Eitel。
链桥是加密资产中技术最复杂的领域之一。1kx公司的Dmitriy Berenzon撰写了一份出色的链桥设计概览。
我们认为,链桥将拥有极其强烈的网络效应。用户在以太坊上操作renBTC、tBTC和WBTC,或在Solana上操作WormholeETH和SolletETH都会感到非常困惑。从长远来看,我们预计将有一个链桥主导所有资产分类账的流动性。
鉴于大多数资产分类账团队正在建设自己的链桥———Optimism bridge、Arbitrum bridge、Starknet bridge、Avalanche bridge、Polygon bridge、Near的Rainbow bridge等,我们预计这些链桥将成为各自生态系统的主导链桥。LayerZero没有选择直接与之竞争,而是位于所有链桥之上。
LayerZero是链间传递信息最简单、最轻松的途径。LayerZero并不直接进行资产保管和楔入式代币的创建/燃烧。相反,LayerZero让上述专门链桥来处理这些活动。
除了LayerZero协议外,LayerZero团队还在启动基于LayerZero协议的Stargate跨链桥。Stargate采用的简单模型是跨链稳定币DEX,和Curve或Saber类似。如果用户希望将USDC从Arbitrum转到Optimism,或从Polygon转到Aurora(Near),现在他们只能使用Stargate。
Stargate是如何工作的?
当Stargate合同在发送链上收到USDC时,LayerZero协议会将发送链转递到接收链,而接收链上的Stargate合同将向用户释放USDC。
这种方法的优点是灵活和简单。流动性自然会在链对基础上合并入池(因此不会有多个池争夺同一接收链的情况)。Stargate提供了即时保证的结果,并且只需最小的信任程度。
Stargate是基于LayerZero协议的旗舰App,但我们预计LayerZero协议将能够服务于所有类型的新工作流程。由于LayerZero是一种通用的信息传递服务,因此几乎可以用于任何东西。举例说明:
- 使用B链上的资产投票支持A链上的治理提议,而无需将资产移到A链。
- 使用A链上的抵押品来获取B链上的贷款。
- 使用A链上的抵押品来担保B链上的衍生品仓位
- 基于B链上的链上动作改变A链上的NFT应用
如今,LayerZero应用在大多数主要的EVM链上:以太坊Layer 1、Optimism、Arbitrum、Polygon、Avalanche、Fantom和BNB链上。此外,LayerZero将在未来几个月内实现对Celo、Aurora (Near)、Solana、Cosmos和Terra的支持。
您可以访问这里的LayerZero文档。您想要帮助实现多链世界吗?LayerZero团队正在积极招募人才。
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