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知名DeFi研究员质疑以太坊L2战略:Robinhood收入激增而L1结算层收入低微,这算不算问题?
  • ARB0%
  • ETH0%

BlockBeats 消息,9 月 6 日,知名 DeFi 研究员 Ignas 指出,Robinhood 的 L2 昨天只向底层支付约 722 美元,而 Robinhood 自己当天手续费收入创纪录达到 600 万美元,其中大约 10% 流向 Arbitrum,落到以太坊 L1 的几乎可以忽略。

Ignas 据此质疑:这种平台赚大钱、结算层几乎分不到钱的结构,对以太坊来说到底算不算问题?以太坊现在可能是在用低租金把 TradFi 引进生态,等用户迁移成本足够高后再提高抽成。如果官方路线图里真有「先大量吸引 L2,再在切换成本变高后向 L1 变现」的策略,这对 ETH 可能是利好,但当前以太坊路线图里看不到这套打法。

Source: BlockBeats

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