jakiro
Original: Liu Jiaochain
Step in the face.
Nearly 10 pm on March 13 (UTC+8), Ethereum’s main network ushered in an important upgrade: Cancun upgrade.Activate an important agreement, EIP-4844 Proto-Danksharding.
As always, the market regards successful upgrades as favorable.On March 12, ETH touched the local high 4090 knife.Two days after the upgrade, the opening on March 15 has fallen to 3845 knives, and the highest point has fallen by nearly 6%.
And logically, the “enemy” that should be blocked by Ethereum -Solana, the representative of the new public chain, starts from 143 knives on March 11th and attacked up.Instead, it is further accelerated. By writing this article, it was 10%of the time, and once broke through the recent high point of 180 knives. It was only one step away from the historical high in January 2021.From 143 to 180, just 5 days of effort, it was over 25%.
Solana dumped Ethereum and his younger brothers L2 (two layers) with a stretch.
The slap was loud, and the beam was endless.
So there was a clever KOL (Opinion Leader) immediately standing out: the market is always correct.The upgrade of Cancun made Ethereum degenerate into a block rental. The application tax was transferred to the L2 younger brothers, but the helpless younger brothers did not fight, and none of them could fight.So he was beaten by Solana, and he lost his helmets and abandoned armor.
Market pricing is always effective and correct, which is the famous effective market theory.The market often occurs in pricing errors, creating investment opportunities, which is the theory that value investors believe.
Perhaps the key is to which leeks believe.
If the leeks believe that the market is always correct, then the dealer has raised shipments to create harvesting opportunities.
Ethereum was upgraded, Solana rose sharply.There are three reasons behind it:
One: Ethereum upgrade has announced the failure of the expansion route, which proves the rise of the new public chain and the decline of Ethereum.The secondary market was discovered correctly and reflected through the price.
Two: Ethereum expansion routes are successful and pragmatic. The new public chains have not jumped in a few years. Ethereum will eventually rule the smart chain market.The secondary market misjudged this trend and temporarily misunderstanding.
Three: Ethereum has no failure, but its success is still unaware of others, and the challenger will fail.The dealer has a deeper, thorough and leading understanding of this. So before the market wakes up, he must make good use of this window period, pull the shipment, and hand over the project in the hands of the leeks.In this case, the new public chain will rise in the secondary market, which will rise like a backlight, attracting the high -level pick -up of leeks.
So what kind of current situation belongs to?Everyone has everyone’s own proof of freedom.
In the rough encryption market, the way to preach its righteousness is simple and rude, and it is often effective, that is, “pulling the plate” -just like a flag raised by the ancient promotions.
Under the banner, the people’s hearts are attached.Above the plate, swarming.
ETH holders will not change their will a day, unchanged for a day, and do not cut ETH to change the new public chain for a day.So far.
Who cares about this situation in this situation?
Yes, this game has already been set.As early as the end of 2023, “MESSARI, an investment and research institution, which represents the mainstream opinion of Western encrypted investment institutions,” to a certain extent, “in its year -end report”, “strongly expressed the view that it is optimistic about Solana and empty Ethereum.”(Same as above)
In terms of decentralization, EOS is not more decentralized than Solana?In terms of performance, EOS is not more performance than solana?Said that Solana can subvert Ethereum, EOS is not convinced.But EOS is defeated.It ’s good to be born in the time, and you can do it yourself. He holds a large number of BLOCK.one of BTC raised from the leek.
Take a brief observation of the actual data of the present:
The Solana network is about 3000 TPS.The GAS Fee on the chain is about 0.000005 SOL, and it is calculated at a current price of $ 0.0009 less than $ 0.001.
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Ethereum L1 network is about 15 TPS.GAS Fee is about 55 GWEI, and calculates about $ 4 at the current price $ 3765.
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Take the Taifang L2 network, take Optimism as an example, less than 10 TPS.GAS Fee is about 0.011 gwei, equivalent to $ 0.0009, less than $ 0.001.
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Above, TPS is not the biggest design capacity of the network, but the actual transaction rate.If the chain is not active, the actual TPS is relatively low no matter how much the chain can carry.
Ethereum has been selected from ETH2.0 to calculate the expansion route of the piece+data shard to become a new expansion route for data shards+L2.The upgrade of Cancun is just the prelude to the data shard.The real layer of shard also requires subsequent upgrades to achieve the goal of ultimately over 100,000 TPS in the “The Surge” route diagram.
Although the road is far away, it is necessary to do it; although it is difficult, it will be done.
One day when you reach the destination, you may miss it again, the old time of the blue sky and white clouds, the familiar melody sounds:
“At that time, the sky was always blue / the day was always too slow /
You always say that graduation is far away / you can run your own in the blink of an eye /
Who encounters you who feel so kind, who comforts your love crying /
Who read the letter I wrote to you / Who threw it in the wind “
