关键见解

◉ Boba Network是一个Layer-2乐观的滚动扩展解决方案,最初用于以太坊。此后,它在Moonbeam、Avalanche、BNB和Fantom上推出。
◉ Boba自2021年第四季度推出以来,其网络活动一直处于下降趋势,但它有一个新的重点,即区块链游戏、NFT和元组。
◉ “混合计算 “是一个关键功能,允许开发人员利用现有的Web2工具来实现更强大的计算和数据使用。
◉ Boba将自己定位为跨各种L1的区块链游戏的解决方案。


Boba网络的入门知识

Boba Network(前身为OMG)是一个L2多链扩展解决方案,于2021年10月在以太坊上推出。在2022年第三季度,Boba已经在Moonbeam、Avalanche、BNB和Fantom上推出。作为一个基于Optimism代码库的乐观卷积(OR),Boba提供。

◉ 减少了气体费用
◉ 增加交易吞吐量
◉ L1安全保证
◉ 智能合约的EVM兼容性,如NFTs

这个网络还具有独特的功能,使其有别于其他OR和Optimism分叉。

◉ 混合计算–连接到链外API的能力
◉ 关注多链
◉ 快速退出桥接到L1
◉ DAO治理

Boba的功能组合–特别是混合计算–使去中心化的应用程序(dapp)以L1 dapps的一小部分成本运行,通过Web2 APIs利用链外计算,并提供区块链游戏所需的多链解决方案。

第三季度的叙事
Boba已经将其重点从通用扩展转移到成为区块链游戏的多链解决方案。通过安身于这个利基市场,该网络旨在重新获得用户、开发者和协议的采用。混合计算是这些计划的中心。
Boba本季度在四个不同的链上推出了主网L2实现。

◉ 8月22日,Bobabeam(Moonbeam)。
◉ 8月30日,Boba Avalanche
◉ 9月19日,Boba BNB
◉ 9月29日的Bobaopera(Fantom)。

这些举措使Boba成为以太坊生态系统之外的第一个上市的L2。通过这些整合和合作,Boba已经将自己定位为领先的多链扩展解决方案。

混合计算是Boba新伙伴关系背后的驱动力。区块链游戏有很高的要求,如繁重的计算,快速的交易,以及对API的访问。混合计算通过访问Web2基础设施解决了所有这些问题。Boba最近与EvoVerse建立了合作关系,EvoVerse是Avalanche上的一个3D、玩到赚的战略游戏。

性能分析

除非另有说明,本报告中的定量数据主要集中在Boba网络的以太坊实施上。一旦有了更多的数据,其他链上的实施将包括在分析中。

网络概述

Boba的大部分活动是在2021年第四季度推出网络时进行的。从那时起,所有的网络使用指标都下降了。从积极的方面来看,流通市值在2022年第三季度确实有所增加。虽然完全稀释的市值下降,但流通供应量上升96%,代币价格相对稳定,导致流通市值增加44.9%。代币价格对高通胀的相对抵抗力可能是由于业务发展方面的新公告,如其与Avalanche的整合。


与其他指标一样,第三季度的日活跃地址比历史上的高点小一个数量级。在第三季度,日活跃地址的增长在100左右趋于平缓,网络上的地址总数停留在近10万个。

关于波巴的其他实施方案。
◉ Boba Avalanche平均每天有24个活跃用户。
◉ Bobabeam平均每天有11个活跃用户。
◉ Boba BNB和Bobaopera还没有足够的数据。


由于1月份活动频繁,日均交易费保持在高位,这导致收入和网络价值增加。交易费随着活动的减少而降低,并一直保持在极低水平。另一方面,使用量的增加表明收入也可以迅速增加。5月份的飙升是对LUNA崩溃的反应,这引发了包括波巴在内的整个市场的抛售。

第三季度,波巴的每日交易量在1,000-1,500的范围内找到了支持。平均交易费也在0.25美元左右趋于平稳。在将数据发布到主网之前,滚动式的交易是分批进行的。将交易分批进行意味着L1费用被共享。因此,随着更多的交易包括在任何单一批次中,整体费用通常会下降。

开发者概述

OolongSwap是Boba上的第一个原生DEX,在整个2022年提供了Boba50%以上的TVL,从而保持了DeFi的主导地位。这种主导地位可能会受到挑战,因为其他连锁店的既定DeFi协议部署在波巴上–例如,SushiSwap在第三季度末在波巴上推出。

Boba上部署的独特合同数量开始增长,与第二季度的14份合同相比,季度增长超过400%。这些新合约至少有一部分是由于DEXs和其他新的DeFi协议。

生态系统价值

在2021年11月发布主网和向OMG代币持有者空投BOBA代币之后,Boba的TVL激增。这种激增被证明是不可持续的,因为TVL跌到了历史最低点,随后几周价值离开了生态系统。自第一次飙升以来,TVL一直在稳步下降,2022年的看跌市场对该项目没有任何好处。

放大第三季度的数据,可以看到TVL持续下降的趋势。第三季度,按美元计算,TVL下降了62%,与前几个季度相比,下降率略低。OolongSwap的TVL下降了类似的数额(66%),但它设法保持其~50%的TVL主导地位。一些成熟的DEX如Synapse的TVL主导地位有所下降,这是因为大型协议的增长,如SushiSwap从L1s转移过来。

Boba的TVL成功主要是通过本地协议。随着Futuructa等原生区块链游戏的继续发展,网络活动可能会增加。GameFi很可能是Boba上TVL的下一个驱动力。该网络计划扩大到更多吸引游戏开发者的L1。这个方向与混合计算的核心功能相一致,它提供了对区块链游戏所需的API和其他工具的链上访问。

BOBA代币、赌注和去中心化概述


OMG到Boba

Boba网络是作为OMG网络的重塑而创建的,当时Enya实验室的创始人Alan Chiu与OMG基金会(现在的Boba基金会)合作。Boba与OMG社区合并,因为BOBA代币在2021年11月19日以1:1空投给OMG代币持有者。

这次空投占BOBA代币总供应量的28%。除了气体和赌注,BOBA也是Boba DAO的投票基础,增加了空投的意义。Boba DAO提案涵盖了新功能和其他路线图项目。

作为一个以太坊第二层网络,Boba交易费用可以用以太币支付。直到2022年4月,在一个DAO提案通过后,用户才可以选择用BOBA支付交易费用,这导致了25%的气体折扣。混合计算调用的费用是用BOBA支付的。
如今,波巴网络的发展仍然由波巴基金会维护,Enya实验室是核心贡献者。Enya实验室负责为博巴带来一些功能,如 “快速退出 “到L1和跨链桥接。

定投
盯盘者获得xBOBA代币以换取他们的BOBA,允许他们参与DAO投票和治理。Boba DAO还控制L1和L2的资金池,用于 “快速退出 “转移到L1。

赌注奖励目前设定为3%,由国库支付。未来当网络费用稳定后,奖励将来自网络交易费用。届时,奖励率和费用分摊将由DAO提案设定。

Boba的工程路线图详细说明了其实施veTokenomics的计划–投票托管tokenomics。这一实施将创建veBOBA代币,并为BOBA持有人推动财务和治理激励。财务激励和投票权的增加将以灵活性为代价,因为veTokens必须被锁定很长一段时间。

Sequencers

Boba网络目前是完全集中化的。向以太坊主网下单和分批交易的唯一Sequencer节点是由Boba网络运行的。这种集中化不仅赋予了Boba完全的控制权,而且还创造了一个集中的故障点。如果唯一的验证者发生故障,网络资金可能被冻结。这将继续成为用户的风险,直到逃生舱口的路线图项目实现。

Boba的欺诈证明仍在开发中,一旦完成,网络将有能力去中心化。在此期间,用户仍然可以在本地运行验证器软件和计算状态根–只是不能作为一个真正的序列器节点在链上。

定性分析

混合计算
区块链是封闭的系统,不能与计算机和其生态系统之外的功能进行沟通。Boba认识到,拥有封闭系统会给想要卸载困难计算或参考Web2服务的开发者带来问题。

混合计算让开发者可以。

◉ 创建先进的算法,这些算法通常太昂贵,无法在链上运行。
◉ 获得毫秒级的响应时间。
◉ 生成随机数和其他资源,这些资源在分散的计算环境中生成是有风险的。
◉ 获得低成本的存储、图像和音频处理。

通过混合计算,开发人员可以利用传统的Web2系统和解决方案来构建更高质量的区块链游戏。像Futuructa这样的本地游戏和来自新集成的游戏,如Avalanche的EvoVerse,将很快受益于这些独特的工具。

快速退出
除了经典的OR退出外,Boba还提供基于交换的快速退出。使用流动性池,由于集中设置,Boba可以为用户提供L2和L1之间接近即时的转移。用户可以在任何一方增加流动性:L1快速桥池或L2快速桥池。由于Boba对序列有控制权,它可以安全地将代币转移给另一端的用户,而不必等待主网的最终结果。

欺诈证明
Boba的欺诈证明还没有发挥作用,这并不是一个问题,因为项目的中心化。也就是说,如果Boba希望将网络去中心化,他们必须克服这个问题。目前,如果以某种方式提交了无效的状态根,无功能的欺诈证明会带来巨大的安全风险。目前,社区可以用欺诈证明来验证一个状态根,但最终要由Boba来对任何错误采取行动。

DAO治理
BOBA和xBOBA用于对Boba DAO中的提案进行投票。veTokenomics是最近公布的一个DAO提案;该提案尚未有投票日期。

工程路线图
除了混合计算的进步、veTokenomics和多链扩展之外,Boba在明年还有以下计划。

◉ 平行交易:平行执行交易可以获得更高的TPS。
◉ 账户抽象:从一个主账户中抽象出子账户,允许主账户做一些事情,如为其衍生的合同账户支付费用。
◉ 通往L1的逃生舱口:逃生舱口为用户从L2移除资金提供了更大的安全保障,而不需要依赖序列器。

竞争性分析

乐观主义和Arbitrum是Boba的两个主要竞争对手,作为一个通用的OR(乐观的卷积)。事实上,Boba甚至是基于Optimism的源代码。Optimism和Arbitrum在采用方面比Boba有巨大的领先优势,因为它们分别拥有9.67亿美元和10.5亿美元的TVL,而Boba只有430万美元。Boba上的每日活跃地址、部署的协议和独特的合同数量同样落后于竞争对手。

随着许多ZKRs(零知识滚动)接近主网,如zkSync和Scroll,Boba的 “快速退出 “将不再具有优势。ORs通常需要七天的提款时间,但ZKRs只需要几分钟的时间,将与Boba的速度相当。

关于L2,波巴在其游戏细分市场上没有面临成熟的竞争对手。Boba已经通过其最近的整合称其为第一个多链L2,根据路线图,它还有更多的整合正在进行中。未来与新L1的整合将提高流动性,并为波巴带来新的用户和建设者。

混合计算提供对Web2 APIs和服务的访问。与Chainlink这样的去中心化甲骨文网络不同的是,混合计算更像是一个中心化的管道,通过它,Boba可以与链下的计算机进行实时通信。此外,Boba是一个完整的网络,可以为区块链游戏提供他们需要的所有基础设施,包括神谕数据。

总结

在通用的扩展解决方案方面,Boba网络坚定地落后于一些更成熟的竞争者,但它没有采取通用的方法。强调多链扩展和加强混合计算,正在将波巴定位为区块链游戏开发者的一个有吸引力的家,这一点在其新的伙伴关系中可以看出。
尽管Boba在其提供的产品中奉行专业化的战略,但该协议仍在继续努力,以获得大量的受众。Boba刚刚在四个新链上推出,并计划推出更多。Boba的新L2(Moonbeam、Avalanche、BNB和Fantom)共享原始以太坊L2的特点和功能。虽然这些L2的实现是全新的,但它们可能会成为未来活动的巨大推动力。

 

142 thoughts on “2022年第三季度Boba网络的状况”
  1. Woah! I’m really enjoying the template/theme
    oof thiis blog. It’s simple, yet effective. A loot oof times it’s hard tto
    gett that “perfect balance” betweenn usability annd
    appearance. I must say yoou hsve donhe a awesome job with this.
    Also, thee blog loads super fast for me on Internet explorer.
    Exceptional Blog!

  2. I was recommended this blog by myy cousin. I aam not sure whether
    this postt is writte by hhim ass nobody else know such etailed abkut my trouble.

    You’re wonderful! Thanks!

  3. Thanks for somne other magnnificent post. Where else
    coujld anybody get that kind of ifo in such an ideal metbod off writing?

    I hve a presentation next week, and I’m aat the look for sujch
    information.

  4. I read this piec off writing fuloy oon the topic off the resemblance oof latest and previous technologies, it’s remarkable article.

  5. Write more, thats all I have to say. Literally, it seems as though you relied on the video to make your point. You definitely know what youre talking about, why waste your intelligence on just posting videos to your site when you could be giving us something enlightening to read?

  6. Hiya! Quick question that’s entirely off topic. Do you know how to make your site mobile friendly? My website looks weird when viewing from my iphone4. I’m trying to find a theme or plugin that might be able to fix this problem. If you have any suggestions, please share. Thank you!

  7. Hello there! I know this is kinda off topic nevertheless I’d figured I’d ask. Would you be interested in exchanging links or maybe guest writing a blog article or vice-versa? My website addresses a lot of the same subjects as yours and I feel we could greatly benefit from each other. If you might be interested feel free to send me an e-mail. I look forward to hearing from you! Excellent blog by the way!

  8. This is very fascinating, You are an excessively professional blogger. I have joined your feed and look ahead to in the hunt for more of your magnificent post. Also, I have shared your web site in my social networks

  9. Nice post. I used to be checking continuously this blog and I am inspired! Very useful information specially the last part 🙂 I take care of such info a lot. I used to be seeking this particular info for a long timelong time. Thank you and good luck.

  10. Hello! I know this is kinda off topic but I was wondering which blog platform are you using for this site? I’m getting fed up of WordPress because I’ve had issues with hackers and I’m looking at options for another platform. I would be great if you could point me in the direction of a good platform.

  11. You can definitely see your enthusiasm in the article you write. The world hopes for more passionate writers like you who aren’t afraid to mention how they believe. All the time go after your heart.

  12. Hi, Neat post. There is a problem with your site in internet explorer, could check this? IE still is the marketplace leader and a big portion of other folks will miss your wonderful writing due to this problem.

  13. Hello there I am so thrilled I found your web site, I really found you by error, while I was browsing on Bing for something else, Regardless I am here now and would just like to say thanks a lot for a incredible post and a all round thrilling blog (I also love the theme/design), I dont have time to go through it all at the minute but I have book-marked it and also included your RSS feeds, so when I have time I will be back to read a great deal more, Please do keep up the excellent jo.

  14. hi!,I love your writing so so much! percentage we keep in touch more approximately your post on AOL? I need an expert in this area to solve my problem. May be that is you! Looking forward to see you.

  15. Woah! I’m really enjoying the template/theme of this website. It’s simple, yet effective. A lot of times it’s very difficult to get that “perfect balance” between user friendliness and visual appeal. I must say that you’ve done a awesome job with this. In addition, the blog loads extremely fast for me on Chrome. Outstanding Blog!

  16. Having read this I thought it was extremely informative. I appreciate you finding the time and effort to put this informative article together. I once again find myself spending a significant amount of time both reading and commenting. But so what, it was still worth it!

  17. Good day I am so excited I found your web site, I really found you by mistake, while I was browsing on Digg for something else, Regardless I am here now and would just like to say many thanks for a incredible post and a all round exciting blog (I also love the theme/design), I don’t have time to read through it all at the minute but I have saved it and also added in your RSS feeds, so when I have time I will be back to read much more, Please do keep up the excellent job.

  18. Howdy! I realize this is somewhat off-topic but I had to ask. Does operating a well-established blog like yours take a lot of work? I’m completely new to blogging but I do write in my diary everyday. I’d like to start a blog so I can share my own experience and thoughts online. Please let me know if you have any suggestions or tips for new aspiring bloggers. Appreciate it!

  19. It is perfect time to make some plans for the future and it is time to be happy. I have read this post and if I could I want to suggest you few interesting things or advice. Perhaps you could write next articles referring to this article. I wish to read more things about it!

  20. Whats up this is kinda of off topic but I was wondering if blogs use WYSIWYG editors or if you have to manually code with HTML. I’m starting a blog soon but have no coding skills so I wanted to get advice from someone with experience. Any help would be greatly appreciated!

  21. Do you have a spam issue on this site; I also am a blogger, and I was curious about your situation; many of us have created some nice methods and we are looking to trade methods with other folks, be sure to shoot me an e-mail if interested.

  22. I’m not sure where you are getting your info, however good topic. I needs to spend a while studying more or working out more. Thank you for great information I used to be in search of this information for my mission.

  23. Wow that was odd. I just wrote an extremely long comment but after I clicked submit my comment didn’t show up. Grrrr… well I’m not writing all that over again. Anyways, just wanted to say superb blog!

  24. I would like to thank you for the efforts you have put in writing this website. I’m hoping to see the same high-grade blog posts from you in the future as well. In fact, your creative writing abilities has motivated me to get my own website now 😉

  25. Nice post. I learn something new and challenging on blogs I stumbleupon every day. It will always be interesting to read content from other writers and practice a little something from their websites.

  26. I am extremely impressed with your writing skills and also with the layout on your blog. Is this a paid theme or did you customize it yourself? Either way keep up the nice quality writing, it’s rare to see a nice blog like this one these days.

  27. Hello there! I could have sworn I’ve been to this website before but after going through a few of the posts I realized it’s new to me. Anyhow, I’m definitely pleased I discovered it and I’ll be bookmarking it and checking back frequently!

  28. Howdy! I could have sworn I’ve been to this site before but after reading through some of the post I realized it’s new to me. Anyways, I’m definitely happy I found it and I’ll be bookmarking and checking back often!

  29. Nice post. I was checking continuously this blog and I am impressed! Very useful information particularly the last part 🙂 I care for such info a lot. I was seeking this particular info for a long time. Thank you and good luck.

  30. Hello there, simply become aware of your blog thru Google, and found that it is really informative. I’m gonna watch out for brussels. I will appreciate should you continue this in future. Lots of other folks can be benefited from your writing. Cheers!

  31. Heya i’m for the primary time here. I came across this board and I in finding It truly useful & it helped me out a lot. I hope to offer something back and help others like you helped me.

  32. Its like you read my mind! You seem to understand so much approximately this, like you wrote the book in it or something. I think that you simply could do with some p.c. to pressure the message house a bit, however other than that, this is fantastic blog. An excellent read. I’ll definitely be back.

  33. I’m not sure where you are getting your info, but good topic. I needs to spend some time learning more or understanding more. Thanks for magnificent information I was looking for this information for my mission.

  34. Нужна стяжка пола в Москве, но вы не знаете, какой подрядчик лучше выбрать? Обратитесь к нам на сайт styazhka-pola24.ru! Мы предоставляем услуги по устройству стяжки пола любой площади и сложности, а также гарантируем качество и надежность.

  35. It is perfect time to make some plans for the future and it is time to be happy. I have read this post and if I could I want to suggest you few interesting things or suggestions. Perhaps you could write next articles referring to this article. I want to read more things about it!

  36. Доверьте оштукатуривание стен профессионалам с сайта mehanizirovannaya-shtukaturka-moscow.ru. Экономьте свое время и силы!

  37. I used to be recommended this website through my cousin. I am not sure whether this post is written by means of him as no one else realize such detailed approximately my problem. You are amazing! Thank you!

  38. It’s really a cool and helpful piece of information. I’m glad that you simply shared this helpful info with us. Please stay us informed like this. Thank you for sharing.

  39. Запустите Lucky Jet онлайн и позвольте Счастливчику Джо повести вас к вершинам успеха через сайт букмекера 1win.

  40. I have been surfing online more than three hours these days, yet I never found any fascinating article like yours. It’s pretty worth enough for me. In my opinion, if all webmasters and bloggers made good content as you did, the internet will be much more useful than ever before.

  41. Fantastic goods from you, man. I’ve understand your stuff previous to and you’re just too fantastic. I really like what you’ve acquired here, really like what you’re stating and the way in which you say it. You make it entertaining and you still take care of to keep it smart. I can not wait to read far more from you. This is actually a wonderful site.

  42. Im not that much of a online reader to be honest but your blogs really nice, keep it up! I’ll go ahead and bookmark your site to come back down the road. All the best

  43. Hello there, simply became aware of your blog through Google, and found that it is really informative. I’m gonna watch out for brussels. I will appreciate should you continue this in future. Lots of folks shall be benefited from your writing. Cheers!

  44. Great blog! Is your theme custom made or did you download it from somewhere? A design like yours with a few simple adjustements would really make my blog shine. Please let me know where you got your design. With thanks

  45. First off I want to say wonderful blog! I had a quick question that I’d like to ask if you don’t mind. I was curious to know how you center yourself and clear your mind before writing. I have had trouble clearing my mind in getting my thoughts out. I do enjoy writing but it just seems like the first 10 to 15 minutes are wasted just trying to figure out how to begin. Any ideas or tips? Thanks!

  46. Hey There. I found your blog using msn. This is an extremely smartly written article. I will be sure to bookmark it and come back to read more of your useful information. Thank you for the post. I will definitely comeback.

  47. This is very interesting, You are a very skilled blogger. I have joined your feed and look forward to seeking more of your wonderful post. Also, I have shared your web site in my social networks!

  48. With havin so much written content do you ever run into any problems of plagorism or copyright violation? My site has a lot of completely unique content I’ve either created myself or outsourced but it appears a lot of it is popping it up all over the web without my agreement. Do you know any methods to help stop content from being ripped off? I’d truly appreciate it.

  49. I think what you postedtypedsaidthink what you postedwrotethink what you postedwrotebelieve what you postedtypedsaidWhat you postedwrote was very logicala ton of sense. But, what about this?consider this, what if you were to write a killer headlinetitle?content?wrote a catchier title? I ain’t saying your content isn’t good.ain’t saying your content isn’t gooddon’t want to tell you how to run your blog, but what if you added a titlesomethingheadlinetitle that grabbed a person’s attention?maybe get people’s attention?want more? I mean %BLOG_TITLE% is a little plain. You ought to peek at Yahoo’s home page and watch how they createwrite news headlines to get viewers to click. You might add a related video or a pic or two to get readers interested about what you’ve written. Just my opinion, it might bring your postsblog a little livelier.

  50. Useful info. Fortunate me I found your web site accidentally, and I am stunned why this twist of fate did not came about in advance! I bookmarked it.

  51. Fantastic web site. Lots of useful information here. I’m sending it to some buddies ans also sharing in delicious. And naturally, thank you in your effort!

  52. Do you mind if I quote a couple of your posts as long as I provide credit and sources back to your weblog? My blog site is in the very same area of interest as yours and my visitors would truly benefit from a lot of the information you present here. Please let me know if this alright with you. Cheers!

  53. My brother suggested I might like this blog. He used to be totally right. This publish actually made my day. You cann’t believe just how so much time I had spent for this information! Thank you!

  54. Hmm is anyone else experiencing problems with the images on this blog loading? I’m trying to figure out if its a problem on my end or if it’s the blog. Any feedback would be greatly appreciated.

  55. Good day very nice blog!! Guy .. Beautiful .. Amazing .. I will bookmark your blog and take the feeds also? I am satisfied to seek out numerous useful information here in the post, we need develop more strategies in this regard, thank you for sharing. . . . . .

Leave a Reply

Your email address will not be published.