The different types of ZK-EVMs
2022 Aug 04 See all posts Special thanks to the PSE, Polygon Hermez, Zksync, Scroll, Matter Labs and Starkware teams for discussion and review. There have been many "ZK-EVM" projects making flashy announcements recently. Polygon open-sourced their ZK-EVM project, ZKSync released their plans for ZKSync 2.0, and the relative newcomer Scroll announced their ZK-EVM recently. There is also the ongoing effort from the Privacy and Scaling Explorations team, Nicolas Liochon et al's team, an alph...
The different types of ZK-EVMs
2022 Aug 04 See all posts Special thanks to the PSE, Polygon Hermez, Zksync, Scroll, Matter Labs and Starkware teams for discussion and review. There have been many "ZK-EVM" projects making flashy announcements recently. Polygon open-sourced their ZK-EVM project, ZKSync released their plans for ZKSync 2.0, and the relative newcomer Scroll announced their ZK-EVM recently. There is also the ongoing effort from the Privacy and Scaling Explorations team, Nicolas Liochon et al's team, an alph...
Blockchain, supply chain collaboration and the era of digital ec…
This article is the first draft of the author's participation in the preparation of the TBI Trusted Blockchain Promotion Plan "Blockchain Supply Chain Collaborative Application White Paper" Blockchain, as a technology closer to money, has gradually entered the public eye since 2016 and has been over-promoted. After my beloved Xi Jinping delivered a 1024 blockchain speech, it ignited many students in the blockchain field (including me). ) The fanatical heart. However, the blockchain has b...
Blockchain, supply chain collaboration and the era of digital ec…
This article is the first draft of the author's participation in the preparation of the TBI Trusted Blockchain Promotion Plan "Blockchain Supply Chain Collaborative Application White Paper" Blockchain, as a technology closer to money, has gradually entered the public eye since 2016 and has been over-promoted. After my beloved Xi Jinping delivered a 1024 blockchain speech, it ignited many students in the blockchain field (including me). ) The fanatical heart. However, the blockchain has b...
Blockchain, supply chain collaboration and the era of digital ec…
This article is the first draft of the author's participation in the preparation of the TBI Trusted Blockchain Promotion Plan "Blockchain Supply Chain Collaborative Application White Paper" Blockchain, as a technology closer to money, has gradually entered the public eye since 2016 and has been over-promoted. After my beloved Xi Jinping delivered a 1024 blockchain speech, it ignited many students in the blockchain field (including me). ) The fanatical heart. However, the blockchain has b...
Blockchain, supply chain collaboration and the era of digital ec…
This article is the first draft of the author's participation in the preparation of the TBI Trusted Blockchain Promotion Plan "Blockchain Supply Chain Collaborative Application White Paper" Blockchain, as a technology closer to money, has gradually entered the public eye since 2016 and has been over-promoted. After my beloved Xi Jinping delivered a 1024 blockchain speech, it ignited many students in the blockchain field (including me). ) The fanatical heart. However, the blockchain has b...
Web3成为主流的3个阻碍——Mirror CTO
观点来自Mirror CTO @strangechances “你认为下一个周期 web3成为主流的阻碍是什么?” @strangechances认为主要与 L2 和钱包有关。 1. 产品和项目需要迁移到 L2 网络或在上面启动 扼杀每个周期的原因是以太坊 L1 无法扩展并且使用起来变得昂贵。这一点在 2020 年的“DeFi 之夏”和 2021 年的 NFT 爆发中表现得非常明显。交易费用变得太贵，让人们望而却步。最终，只有鲸鱼才能负担得起在 DeFi 中进行有利可图的交易，而且只有大型投机者才会在 2021 年铸造 Yuga Labs NFT。 2. 交易所需要直接向 L2 提供便宜的入口（只需几美分） 我们不应该期望用户购买 ETH 并桥接到 L2。用户需要通过法币直接从交易所购买 L2 代币，然后将它们廉价地发送到 L2 网络中，以便他们可以使用这些产品。我们应该看看像 Coinbase 这样的应用程序来帮助用户进入 L2。 3. 产品，特别是钱包需要抽象 L2 网络 如今，你使用万事达卡还是维萨卡并不重要。所有的支付处理器都可以处理其中任何一个，并且它们抽象了差异。L2...
Web3成为主流的3个阻碍——Mirror CTO
观点来自Mirror CTO @strangechances “你认为下一个周期 web3成为主流的阻碍是什么?” @strangechances认为主要与 L2 和钱包有关。 1. 产品和项目需要迁移到 L2 网络或在上面启动 扼杀每个周期的原因是以太坊 L1 无法扩展并且使用起来变得昂贵。这一点在 2020 年的“DeFi 之夏”和 2021 年的 NFT 爆发中表现得非常明显。交易费用变得太贵，让人们望而却步。最终，只有鲸鱼才能负担得起在 DeFi 中进行有利可图的交易，而且只有大型投机者才会在 2021 年铸造 Yuga Labs NFT。 2. 交易所需要直接向 L2 提供便宜的入口（只需几美分） 我们不应该期望用户购买 ETH 并桥接到 L2。用户需要通过法币直接从交易所购买 L2 代币，然后将它们廉价地发送到 L2 网络中，以便他们可以使用这些产品。我们应该看看像 Coinbase 这样的应用程序来帮助用户进入 L2。 3. 产品，特别是钱包需要抽象 L2 网络 如今，你使用万事达卡还是维萨卡并不重要。所有的支付处理器都可以处理其中任何一个，并且它们抽象了差异。L2...
#stETH脱锚与 #以太坊PoS中心化
1. 关于stETH与ETH的单向兑换：脱锚本该是常态stETH由ETH1:1铸造，但兑换是单向，1stETH并不能兑换回ETH。因此，stETH更像是一个带有一定收益（APY4%）的远期合约，而交割日期就是以太坊Merge后信标连上的ETH开放赎回之日。 到这里看来，由于stETH单向兑换问题，其价格应该是低于ETH现价的。https://dune.com/dataalways/stETH-De-Peg2. 但是，stETH/ETH的兑换为什么能长时间维持在1:1？stETH的官方Lido通过年化4%吸引用户前来Stake。与此同时，Lido并通过各种Defi的方式（包括作为MakerDAO抵押物、上线Uniswap、上线Curve池、上线AAVE），上线了二级市场FTX等交易所，为stETH尽可能的提供流动性，使得stETH的价值很难脱锚ETH。 这也促使资金不断涌入Lido。3. 然而，以太坊正在研究对PoS中心化的打击，会影响stETH的价格(1) 目前，LIDO拥有超过30%的ETH STAKE份额，这造成了ETH PoS网络的高度中心化，并可能带来治理攻击问题。随着m...
#stETH脱锚与 #以太坊PoS中心化
1. 关于stETH与ETH的单向兑换：脱锚本该是常态stETH由ETH1:1铸造，但兑换是单向，1stETH并不能兑换回ETH。因此，stETH更像是一个带有一定收益（APY4%）的远期合约，而交割日期就是以太坊Merge后信标连上的ETH开放赎回之日。 到这里看来，由于stETH单向兑换问题，其价格应该是低于ETH现价的。https://dune.com/dataalways/stETH-De-Peg2. 但是，stETH/ETH的兑换为什么能长时间维持在1:1？stETH的官方Lido通过年化4%吸引用户前来Stake。与此同时，Lido并通过各种Defi的方式（包括作为MakerDAO抵押物、上线Uniswap、上线Curve池、上线AAVE），上线了二级市场FTX等交易所，为stETH尽可能的提供流动性，使得stETH的价值很难脱锚ETH。 这也促使资金不断涌入Lido。3. 然而，以太坊正在研究对PoS中心化的打击，会影响stETH的价格(1) 目前，LIDO拥有超过30%的ETH STAKE份额，这造成了ETH PoS网络的高度中心化，并可能带来治理攻击问题。随着m...
