以太坊再一次升级成功
This upgrade is the key to further expansion of Ethereum. It can increase the transaction volume that the Ethereum network can respond to per second, and will also open a new stage of development of Ethereum's data storage and retrieval capabilities.
About Ethereum
ETH is currently in a deflationary state. Based on the last 7 days, it will shrink by an average of 1.2% per year.
This is a deflation model that is more interesting than the 21 million pie limit, that is, the daily output is no longer enough to cover the on-chain handling fees.
The aforementioned promotion of second-layer transactions can continue to provide liquidity for Ethereum.
What are the core highlights of Dencun upgrade? Which tracks will it have a direct positive impact on?
Nine EIPs have been implemented, and EIP-4844 has become the focus of market attention
本次Dencun升级包含9个EIP（以太坊改进提案），分别是EIP-1153、EIP-4788、EIP-4844、EIP-5656、EIP-6780、EIP-7044、EIP-7045、EIP-7514和EIP-7516，可提升以太坊质押体验和成本效率等方面。
As we all know, the performance of Ethereum has been criticized by the outside world, which is also an important reason for the slowdown in its large-scale application. Sharding technology can improve the performance and scalability of the Ethereum network. However, it is very difficult to achieve expansion through sharding at this stage, and EIP-4844 is considered to be a stopgap measure for the current expansion of Ethereum.
EIP-4844 creates additional temporary data storage space on Ethereum by introducing a new transaction format, Blob (Binary Large Object), thereby significantly reducing Ethereum Layer 2 transaction costs and achieving higher transaction throughput. Currently, popular Layer 2 solutions including Starknet, Base, Polygon zkEVM, Linea, and Arbitrum have committed to integrating EIP-4844.
哪些板块收益最多？
With the official upgrade of Dencun, in addition to increasing the market value of Ethereum and further expanding its user base and ecological scale, Layer 2, staking, storage and DA tracks will also benefit, and it has already achieved significant results in market data such as TVL and token prices. Reflected.
对交易速度和成本有高要求的游戏、社交平台可能会迎来新的增长机遇。
存储概念的项目或许也会因为 Layer 2 对交易历史的存储需求变化而迎来一定的发展机遇。由于 Blob 并不会像 calldate 一样永久保存数据，这就意味着 Layer 2 需要寻找其他路径来进行历史交易数据的长期存储，新的需求即是新的机遇。
Layer2
Layer2是直接受Dencun升级利好影响的赛道，性能的升级和成本的降低将进一步带动该领域发展。L2Fees数据显示，截至3月13日，Layer2网络上的使用费用较高，比如在Arbitrum上发送ETH的平均费用为0.31美元，Swap代币的成本为0.85美元，Optimism上的费用分别为0.2美元和0.39美元等。而在采用EIP-4844后，据welovetheblobs数据预测，比如Base网络上，在Uniswap上执行一笔Swap的交易成本将从0.58美元降低至0.01美元。
LSD/Restaking
Since Ethereum switched from PoW to PoS, its pledge scale has continued to expand. While increasing network security, it has gradually evolved into LSD, Restaking and other gameplay methods. However, the withdrawal mechanism and security risks of Ethereum staking have brought poor user experience. For this reason, EIP-7044 and 7045 in the Dencun upgrade have optimized the staking experience. Among them, EIP-7044 will allow signed voluntary withdrawals indefinitely. EIP-7045 is an Ethereum improvement proposal for network proof slots that can reduce block confirmations time. In addition, as the amount of ETH pledged increases, the consensus layer responsible for transaction confirmation also faces a greater burden. In this regard, the EIP-7514 proposal slows down the excessive growth of Ethereum staking by changing the growth rate of validators.
Line
Although Linea, developed based on ZK Rollup and launched in July 2023, has a lower cumulative market value (TVL) compared to other Layer 2 projects, its strong development team background, rapidly growing number of transactions after its launch, and sufficient funds cannot be ignored. Some industry insiders believe it may become one of the largest airdrop projects in 2024.
The Cancun upgrade is an important milestone in the development of Ethereum. It will not only directly improve the performance of the Ethereum network, but may also stimulate new vitality in the entire ecosystem and lead Ethereum to a new stage of development.
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