一个在17年创立,21年主动选择all-in rollup的老牌DeFi协议,现在却要"逃离"layer2回到主网怀抱,这背后的信息量着实不小:
1)Synthetix的这次"大撤退",直接给整个layer2叙事泼了一盆冷水。想当初大家都冲着"低gas费"跑到各种rollup上build,结果呢?用户根本不买账,交易量上不去,TVL也起不来,流动性被稀释的分裂。各种layer2的通用化堆叠使得layer2扩容战略并未达到预期效果,反倒成了主网的包袱?
2)Synthetix选择这个时候回归主网,看中的是一个被市场忽视的空白:现在各种rollup layer2上衍生品DEX遍地开花,但以太坊主网作为安全性共识最强的平台,反倒缺乏一个持续适配主网性能、跟随主网发展的老牌perps平台。逻辑很简单,连主网都聚焦layer1性能优化了,老DeFi们还能对layer2的应用大爆发有多大期许?
3)这很可能是DeFi行业发展思路转变的标志性事件。过去追求多链环境全覆盖,带来了流动性分裂、用户体验割裂、运营成本飙升,现在开始主动收缩战线,聚焦核心市场做极致产品。也不难理解,与其在十多条链上都表现平庸,还不如在最重要的一条链上争第一?
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