jakiro
Author: haotian, encrypted KOL; Source: Author Twitter
Regarding the potential follow -up impact of Cancan upgraded, and then some thoughts:
1) Ethereum POW to POS, a total of three major stages of the three major stages of the three major stages of Merge, and sharding. The Cancun upgrade is actually the Proto-Sharding stage before the shard.It was originally upgraded for a small, but it had a great impact on Rollup Layer2, so that the market’s popularity exceeded the shard upgrade itself;
2) The biggest contribution of Cancun’s upgrade is to realize the decoupling of trading resource consumption of trading resource and Consensus layer Blob temporary data packet call for the main network of the main network, so that the original single -toll market that the original strong binding has programmed the diversified layered charging market.It is said that the original L2’s packets were packaged into the CallData. Each time all the data were executed, all the data were called and generated higher GAS. After the independent charges, when the data is really neededResources, so it greatly saves GAS fees;
3) The main network is unstable and the Layer2 project party Summit has a lot to do with GAS. There is a layer of competitive logic. I want to make their own transactions confirm faster.Layer2’s concentrated bidding FOMO, which weakens everyone’s expectations for the decrease in the upgrade rate of Cancun?There is such a possibility that after the upgrade of Cankun, the “one -click hair chain” layer2 tide will be stimulated. When Layer2 is flooded, it is difficult to not have the impact on a free dynamic market rate;
4) After the upgrade of Cancun, will the market’s expectations disappear?This is really worth pondering.The sharding scheme actually uses each block as a branch blockchain, and finally these branches form a block on the main chain to achieve a comprehensive improvement of transaction capacity and transaction rates and efficiency.In essence, the burden on the main network of Ethereum by disassembling block space.However, the current layer2 is promoted by modularization. The separation of execution layers, settlement layers, and DA layers is also reducing the burden on a single main chain. It should be said that the modularization is also “shard” to give it to the Ethereum.The shard and modular competition ecosystem will be in the same stage, which will make Ethereum very passive.However, if enough tolerance is enough, if you think about it from another angle, the sharding+modularization may make Ethereum stronger;
5) Rollup layer2 Daxing to B’s one -click hair chain project. From a business perspective, it can increase Layer2 imagination space, but they all go to the chain.Configure the ROLLUP chain will inevitably pose a threat to the current General General Chain.Will application developers choose Layer3 of the General Chain, or will it directly build the Layer2 chain independently?Think of intriguing.After all, the Layer2 market is driven by ecology and application. Looking at the long period of time, there is no sense of users and ecology, and it is meaningless to rotate a chain.
