0xhani

side需要在8月15日前登记。

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@Mark_XZZ @0xBai_ 我就是你说的那种最惨的🙋

@0xBai_ 出来7刀卖，和一直忠诚的人都赚翻了，最惨的是质押了，又不满足忠诚计划的人

SAGA还有3天解锁，看了眼价格，大表姐坚持住！

最近， @solana 基金会也吹响了“网络扩展”的号角，有意思的事，其取缔了“layer2”的叫法，以Network Extention命名其网络扩展方案。不禁要问，以太坊layer2真的成了众矢之的了吗？按照Solana的意思，让通用layer2全面转型成Specific-Purpose链就能解layer2之困吗？ 接下来，我来谈谈看法： 1）layer2作为过去两年的最热门叙事，没有之一。按理说应该承接这一轮牛市的预期，成为DeFi Summer之外的以太坊又一夏，然而，现实惨淡的币价无法支撑起该预期，导致整个赛道正遭遇情绪反噬，唱衰情绪浓烈。 但撇开情绪裹挟，我一直认为layer2是相对成功的，成功之处表象看是layer2已经分流了一部分主网流量，让主网不再承受高Gas拥堵压力，这和layer2最初的目标愿景一致（虽然被诟病吸血、寄生云云....）； 但本质上，我觉得layer2最大的成功是消灭了以太坊Killer的Alt-layer1叙事。至少到目前，以太坊依然是区块链世界比特币之外的不二选择，其他高性能layer1、并行EVM、模块化、链抽象都种种叙事都以预设以太坊为“中心”地位补充成立。撇开币价，这就是Rollup-Centric战略的成功之处。 2）layer2也好， Network Extention 也好，都是基于主网的向外能力扩展。以太坊的layer2是构建了一个更密集计算、高低Gas、更快交易速率的链下状态网络，主打“功能性”延展；Solana的网络扩展则强调更Specific的特定问题解决方案，比如，包括新执行环境以及专业化处理能力在内的多种方案：State Compression状态压缩，兼容EVM环境的Neon ，大规模处理的cNFT，隐私交易等等。 我不认为二者有何不同，非要说差异化可以勉强总结二点： 1、以太坊自身性能先天局限，而无奈“被动”寻求扩展，而Solana本身链就主打高性能，扩展其实是“主动”拥抱其他试图兼容的解决方案以扩大辐射战线。 2、以太坊layer2赛道基础infra已然很成熟，甚至已经到了infra发展远超前于应用市场，最近被诟病的Blobs空间未被充分利用就说明了此点。相比之下，Solana的扩展方案还属于一片蓝海，最近Solana推类OP Stack商业堆叠范式SOON，以及Network Extention的提出都是为了推进这一B端商业叙事繁荣。 归根结底，只是先来后到之分，不能厚此薄彼。毕竟如果你不认为以太坊的layer2战略成功，又该如何看待Solana正在极力复刻的以太坊商业佳话呢？ 3）至于General- Purpose通用链和Specific-Purpose特定链的争议。听到一种说法称以太坊的通用链像吸血鬼一样从主网吸取流动性，而一些能弥补主网缺陷不足针对性更强的Specefic链才值得提倡。乍一听，很有道理，让人感觉，以太坊的“通用链”成了原罪，好像layer2战略路径走错了似的。 但事实上，以太坊最初的layer2解决方案包括： @loopringorg 、 StarkEX 、 @DeGateDex 等等早期layer2系项目等都是Specific特定用例范畴。以太坊layer2从来都是General和Specific两条腿发展，此外还有Validium、Plasma、Parallel等多种layer2类别。 所以，问题不是通用链成了原罪，本质上还是Specific链也没得到有效的发展。 而且，Specific链和General链并没有明显的界限，比如：Starknet一开始可以被视为特定链，它的Cario编程语言，它的并行执行能力，它的STARKs算法密集型计算等等都是独树一帜的存在。 然而，后期进一步发展，Starknet坐上四大天王的宝座后就不自觉成为期待中的通用链了。因此究竟是特定链还是通用链，完全是市场预期和应用场景落地问题，并不是区分layer2战略优劣的关键。 Note：觉得文章有用烦请“一键三连”支持为谢，认可我持续干货内容输的朋友，可以访问我推特首页点击Substack专栏订阅一下（目前还免费），更多深度专业的投研和分析内容，尤其是不适宜在推特公开分享的内容，会在那里看到。

#我的X周年纪念日

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I’ve been deep in the trenches the last ~36 hours dealing with the Terra exploit where Astroport unfortunately caught a stray. Mostly I’ve spent my time working with people to try and figure out the attacker’s identity. It’s been pretty eye-opening what I’ve learnt about the process. It’s insane what a group of smart, motivated people can uncover. Not to give too many specifics but IP addreses, the attacker’s probable name, their likely location, links with other projects they must have had knowledge of, and so on. I would never have thought it was possible to get so much. There is an inspiring amount of goodwill in the community - large numbers very smart people willing to give up hours of their time to help sleuth, teams lending us their security specialists - it was amazing to see. So many smart people in Cosmos still. And the support we at Delphi Labs and Astroport received is deeply appreciated. Stealing $2.5m+ is a serious crime - many years in prison if caught. You’d have to be crazy to take this risk given how easy it is to slip in some hard to foresee way and leave a trace. Anyway, we are at a point where we believe we’ve identified the attacker(s) and will be going to law enforcement with what we’ve learnt. We’ll leave it to the professionals after then. All we really want are the assets back though. Astroport has published the address of a community multisig where the attacker can anonymously return the funds. I would suggest they do that. x.com/astroport_fi/s… Many thanks to Spaydh and the Neutron team, Rarma, Ray Raspberry, Philipp from ERIS, Jacob, LitBit, everyone at TFL, the Terra validators, Sunny, Jack and some teams which may want to remain unnamed. Plus of course the relentlessly unkillable Astroport chads.

@Mark_XZZ @PIENEO1 earn不要按照官方给的范围参与，价格范围自己选择稍微大点，还是比较稳的，相当于年化20%左右的矿吧。

@PIENEO1 我开earn都亏了几十刀了，一万刀的earn竟然能亏十几刀

手贱开Surge已经亏老实了.....默默开Earn挖RCH去，慢点就慢点吧

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总结一下今晚@babylon_zh @babylon_chain 中文ama社区的重点 1.巴比龙还有下一个测试网，5月会推出，应该是最后一个测试网（记得提前去领水） 2.主网分两个阶段上线 -第一个阶段是巴比龙的主网，会在最后一个测试网结束后推出，提供btc质押 -第二个阶段会在年底前上线，提供rebtc质押，提供给其他pos链安全性 3.第一阶段巴比龙主网，质押人的奖励是巴比龙代币奖励😉 4.第二阶段rebtc质押人的奖励主要来自pos链的代币奖励 5. BD方面：大概200个链等着巴比龙的安全性引入