现在zksync要给zk代币赋能,不再只是治理代币,虽然现在捕获的费用不多,不过其把注押在企业/银行/机构的采用上。 它的规划中,有两个主要的价值捕获来源,一个是链上(互操作性费用),也就是内部跨链的费用,比如基于zksync公链和Prividums私链之间进行资产转移或消息传递时,支付小额费用。为获得竞争优势,费用会低于目前的桥以及SWIFT费用,同时,这也意味着,只有当这些zkysnc公链或Prividums私链之间的交互规模足够大时,才有机会产生可观费用。也就是说,Zksync将ZK的价值捕获支柱放在企业对其技术的采用基础上,一旦被企业采用,那么自然就有了跨链交互的需求。 二是,链下的企业许可费用。银行或机构采用ZK stack的高级合规模块(基础模块免费),比如ERP集成、审计、风控等,需要支付费用。类似于目前银行在向此类系统每年支付费用(单银行几十万到百万美元),全球数千家银行/机构/企业如果构建自己的私链,则自然会产生类似的业务需求。 从上可以看出,zksync目前把注压在企业/银行/机构采用上,寄希望于足够的实体利用zksync技术构建其私链,并通过它与zksync公链及以太坊生态建立联系,从而实现价值捕获。目前zkysnc 的Prividums有一些机构在试点(如Deutsche Bank等),至于效果如何,会多少机构采用,还在推进中。 @zksync 的zk代币开始要赋能,@arbitrum @Optimism 还要等多长时间才会加入?
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