很多人第一次听到 Espresso Systems,都会以为它是做公链或支付的项目。 其实,它的定位更底层:是一个服务多 Rollup的模块化基础设施。 它的对标对象是 Celestia 和 EigenDA,解决的是当下以太坊生态最头疼的问题之一:中心化排序器和跨链流动性碎片化。 但 @EspressoSys 想解决的,其实比表面更深一层。 铁子们都知道,如今以太坊的多 Rollup 生态越来越“碎”。Arbitrum、Base、Scroll、ZKSync……几十条链各自运行、各自结算、各自排序。 结果是: 跨链操作变得又慢又贵——比如在 Arbitrum 上买、Base 上卖,不仅流程复杂,还容易出错。 Espresso 的目标,就是给这些各自为政的 Rollup 建一个统一的秒级结算层。所有交易先在 Espresso 上排好顺序,再一并提交到以太坊主网,这样每条链都能像一个整体一样协同运作。 相比之下,Celestia 只管“存账本”,EigenDA 侧重“数据安全”,而 Espresso 把“排序 + 结算 + 数据”三件事全包了。 这让它不仅保证数据可用,还能让交易真正做到同时执行、即时确认,跨链体验快得几乎像 Web2 应用。 更巧妙的是,Espresso 计划通过 EigenLayer 的 Restaking 提升经济安全性:既能继承以太坊的安全,又能比以太坊快几十倍。 Espresso已经拿下 6400 万美元融资,背后是 a16z、Polychain、Electric Capital 等顶级 VC,生态也迅速扩张,已与 Arbitrum Orbit、OP Stack、Polygon CDK 等 20 多条链接入。 我觉得 Espresso 的定位比 DA 更高一层:是整个 Rollup 世界的“协调中心”。如果它能在 2025年顺利完成 PoS 去中心化,并扩大到 100+ Rollup 集成,有可能成为继 Celestia 之后,模块化赛道里最具想象力的项目之一。
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