What is more important for a successful L2 ?
Tech, executional skill or resources to support vibrate ecosystem? 

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對於成功的 L2 來說，什麼更重要？
技術、執行技能還是支持振動生態系統的資源？

聖誕節期間，人們通常認為節日氣氛濃厚，到處都是可愛的小玩意兒，而最近，以聖誕節為主題的加密貨幣代幣也層出不窮。儘管很多……

為什麼聖誕主題代幣可能是2025年最糟糕的加密貨幣故事

穩定幣不再只是「炒幣用的美元代替品」。Binance、總統家族、主權基金與新型穩定幣同時登場，意味著穩定幣的競爭邏輯正在發生變化。

萬億穩定幣之戰，Binance 決定再次下場

Solana 互聯網資本市場總市值將飆升至 20 億美元（目前約為 7.5 億美元）。

Galaxy 的 26 個預測：明年比特幣仍將 ATH，後年達到 25 萬美元

Yes, there are too many chains
the number of L1 &amp; L2 are coming up like uniswap forks, but like tradejoe, camelot, velodromes there will be exceptions and the one willing to dig thru the trenches will find them 

是的，鏈條太多了
L1 和 L1 的數量L2 的出現就像Uniswap分叉一樣，但就像 tradejoe、camelot、velodromes 一樣，也會有例外，願意挖掘戰壕的人會發現它們 

There are two core things that will make a project work
✅Tech &amp; ✅Execution
Today im exploring @GOATRollup
a upcoming BTC L2 developed by founder of @MetisL2 @kevinliub that caught my attention 

一個專案的成功有兩個核心要素
✅科技與✅執行力
今天我正在探索@GOATRollup
由 @MetisL2 @kevinliub 的創始人開發的即將推出的BTC L2 引起了我的注意 

📍Why?
👉🏻 Proven executional skill in building a vibrate ecosystem from the impact of metis network as one of the first mover as ETH L2
👉🏻  Tech, Leveraging GOAT-OCP, combining BitVM2 and @ProjectZKM's Entangle rollup enabling native yield 

📍為什麼？
👉🏻 在作為ETH L2 的先行者之一的METIS網絡的影響下，在建立振動生態系統方面擁有經過驗證的執行能力
👉🏻 技術，利用 GOAT-OCP，結合 BitVM2 和 @ProjectZKM 的 Entangle Rollup實現原生收益 

📍TLDR of GOAT
BTC L2 with sustainable native yield from it's decentralized sequencers
It's developed by Metis's co-founder
A proven eco-system builder with resources in both builders &amp; connecting business side things like coordinating with CEX, institutions n whales

📍山羊的TLDR
BTC L2 的去中心化排序器具有可持續的原生收益
它是由 Metis 的聯合創始人開發的
一個經過驗證的生態系統建構者，擁有建構者和生態系統資源。連結業務方面的事情，例如與 CEX、機構和鯨魚協調

🔹 Goat's Network Design
GOAT network introduce GOAT-OCP for consensus layer &amp; finality layer.
They are the first BTC L2 introducing decentralised sequencer, decentralisedly securing the consensus layer while more 🔥IMPORTANTLY  enabling sustainable revenue in $BTC $GOAT 

🔹 山羊的網路設計
GOAT網路引入GOAT-OCP作為共識層和共識層最終層。
它們是第一個引入去中心化排序器的BTC L2，去中心化地保護共識層，同時更重要的是在 $BTC 中實現可持續收入。 $GOAT 

😉 Don't worry the yield is real revenue not ponzi
❓What is sequencer?
it handles the task of receiving, organising, executing transactions, and submitting transaction data to be included in blocks and send back to L1
📍TLDR
it makes sure the right information from L2 go to L1 

😉 別擔心，收益是真實收入，不是龐氏騙局
❓什麼是定序器？
它處理接收、組織、執行交易以及提交交易資料以包含在區塊中並發送回L1的任務
📍TLDR
它確保從 L2 到 L1 的正確訊息 

Goat layer would be able to introduce native yield from
&gt; sequencer revenue
&gt; tokenising these yield (too early to tell, but im speculating pendle like defi lego)
&gt; goatBTC can also be minted for various DeFi activity such as yield farming, borrow &amp; lending etc 

山羊層將能夠引入本地產量
>定序儀收入
>將這些收益代幣化（現在下結論還為時過早，但我猜測Pendle就像 defi 樂高一樣）
> goatBTC 還可以用於各種 DeFi 活動，例如收益耕作、借貸和借貸。借貸ETC 

is 1/7 sequencer Node operator
They are a global top blockchain infra provider+asset management
The ability to onboard amber shows GOAT team's ability to work with institutions + proven track record of building a vibrate Dapp eco on metis, bullish! https://twitter.com/1795121702617186304/status/1813575919984054684

是 1/7 音序器 節點算子
他們是全球頂級的區塊鏈基礎設施提供者+資產管理
登上琥珀的能力表明了 GOAT 團隊與機構合作的能力 + 在METIS上構建振動 Dapp 生態的良好記錄，看漲！ https://twitter.com/1795121702617186304/status/1813575919984054684

It's too early to predict the economics of GOAT as a L2
Generally the top line fees for layer 2 are broadly define as total gas fee paid by users &amp; gas fee consists of L2 execution fee &amp; L1 security fees.

現在預測 GOAT 作為 L2 的經濟性還為時過早
一般來說，第 2 層的頂線費用廣義定義為用戶支付的總 Gas 費和用戶支付的 Gas 費。 Gas 費由 L2 執行費和 L2 執行費組成。 L1 保安費。

With the introduction decentralised sequencer revenue there could be some additional revenue/cost towards the GOAT
It will be interesting as i believe the degen has proven to not care about gas fee as long as there are enough speculative/profitable instruments on the layer

隨著分散式定序儀收入的引入，GOAT 可能會獲得一些額外的收入/成本
這會很有趣，因為我相信只要該層有足夠的投機/盈利工具， 賭徒就不會關心天然氣費

with metis's track record of building one of the first fun &amp; active chain back in the days I am hopeful they can repeat this success 

憑藉梅蒂斯建造第一個有趣和有趣的項目之一的記錄。以前的活躍鏈我希望他們能重複這項成功 

To summarise, based on the tech &amp; team, I wouldn't be surprise if GOAT network end up building one of the most active BTC L2
but its still early atm 

總而言之，基於技術和團隊，如果 GOAT 網路最終建立最活躍的BTC L2 網路之一，我不會感到驚訝
但現在還早 

I am not able to attend to the BTC conference this year but GOAT will be having a booth on block 2.
if anyone is going please keep me posted on any early alphas 

我無法參加今年的BTC會議，但 GOAT 將在 2 號區塊設立一個攤位。
如果有人要去，請讓我隨時了解任何早期的 alpha 版本 

Anyways this is just a quick review of a new project I am keeping my eye on
I hope u find this insightful or valuable somehow. Feel free to support me in my substack, use my referral link or just come chat with me in medium rare! 

不管怎樣，這只是對我正在關注的新項目的快速回顧
我希望你覺得這篇文章很有洞察力或很有價值。請隨時在我的子堆疊中支援我，使用我的推薦連結或只是在中等稀有度中與我聊天！ 