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SevenX Research Day Recap:ETH Denver 2024最热叙事,模块化和再质押的春天
由SevenX Ventures主办的的活动SevenX Research Day于ETH Denver期间举行,多位顶级研究人员、开发人员、企业家和行业专家齐聚一堂,深入讨论有关Restaking、AVS、LRT、模块化的最新提案、更新、潜力与挑战,以及各方可以共同努力的方向。
SevenX Research Day精彩回顾
SevenX Research Day: The hottest narrative of ETH Denver 2024, how do you view the opportunities and challenges of Modularity and Restaking?
2024-03-08 03:25
2024-02-22 11:00:00
SevenX Research Day will be held in Denver on February 26-27
According to official news from Odaily, SevenX Research Day, hosted by SevenX Ventures, co-organized by Mirana Ventures, and supported by EigenLayer, will be held during ETH Denver on the afternoon of February 26th and the afternoon of February 27th. This Research Day is a closed invitation system. Leading researchers related to modularity and restaking, avs projects and founders will attend to discuss the cutting-edge of the industry. Guests include Mike Neudar of the Ethereum Foundation, Gauntlet CEO Tarun, OP Cofounder Mark, Altlayer founder Yaoqi, Renzo founder Lucas, Espresso Ellie and Brevis Wanli Zhou, etc.
2024-02-27 05:08:27
MyShell联创Ethan:代币经济将激励AI创作者、模型开发者和投资者 | SevenX Research Day
Odaily星球日报讯 2 月 26 日,在“SevenX Research Day: Restaked Modularity @ETHDenver”活动上,MyShell 联创 Ethan 以“创作者经济的未来:AI 和 Crypto 如何驱动创新”为主题发表观点。 Ethan 表示,生成式 AI 技术使每个人都能成为创作者,构建交互式人工智能应用程序。应用程序构建过程的模块化,需要灵活的金融系统激励创作者和模型贡献者。 技术层面,MyShell 使用状态转换图,协调不同类型的模型、结果、编码等。创作者可以利用不同类型的模型,构建更复杂的 AI 应用。 代币经济学方面,MyShell 基于使用量证明(PoU)模型,激励用户使用和构建 AI 应用,用户与应用交互,即获得代币奖励;激励 AI 创作人员、模型开发人员和投资者,拥有、共享和交易应用程序模型。 “SevenX Research Day: Restaked Modularity @ETHDenver”由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-27 05:48:40
Delphinus Lab创始人Sinka:ZKWASM有助于为新区块链生态引入浏览器应用 | SevenX Research Day
Odaily星球日报讯 2 月 26 日,在“SevenX Research Day: Restaked Modularity @ETHDenver”活动上,Delphinus Lab 创始人 Sinka 以“将基于 WASM 的浏览器应用经由 ZKWASM 转为以太坊 Rollup”为主题发表观点。 针对一些新兴或小众的区块链缺乏生态的困境,Sinka 介绍道一种方法,即通过网络组件(WebAssembly)ZK 虚拟机将浏览器应用程序引入到区块链网络生态。这意味着,区块链网络开发商可以直接与只会写 HTML、JavaScript 或 Reth 代码的人合作,通过构建浏览器应用程序将他们的应用插入到自己的生态系统中,生成基于浏览器的 WebAssembly ZK 证明并在自己的区块链上验证该证明,从而将其转化为生态系统中的一个小型应用。 “SevenX Research Day: Restaked Modularity @ETHDenver”由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-27 06:28:46
OP Labs联创Mark:构建互操作性堆栈需遵循3点设计理念 | SevenX Research Day
Odaily星球日报讯 2 月 26 日,在“SevenX Research Day: Restaked Modularity @ETHDenver”活动上,OP Labs(Optimism)联创 Mark Tyneway 以“模块化互操作性和 OP Stack”为主题发表观点,并介绍了构建互操作性堆栈的设计理念:首先,必须是最小化且灵活,需要与现有工具配合使用;这个架构是通用的,它应该能够与不同的部署框架一起工作。“我们一直在专门为 OP Stack 开发这个架构,但其他人如果愿意也可以采用它。” 其次,需要从用户角度设计功能。“如果你在设计一项功能时没有首先考虑用户体验,那么你可能没有生存空间,用户可能不喜欢它。” 再者,设计关键属性不要强制包含跨链消息,否则会增加很多复杂性。如果强制包含任何类型的跨链消息,最好的设计方法是使用队列。 “Optimism 的做法是简化事务,因为我们希望更具可扩展性。不会强制包含跨链消息,(这样)更简单,更容易推理。” “SevenX Research Day: Restaked Modularity @ETHDenver”由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-27 07:06:24
Avail senior RD engineer QEDK: Avail Trinity three elements jointly solve the problem of Rollup fragmentation and scalability - SevenX Research Day
Odaily News On February 26, at the SevenX Research Day: Restaked Modularity @ETHDenver event, Avail senior RD engineer QEDK expressed his views on the theme of Building a Unified Layer for Rollup. QEDK believes that as the number of rollups increases, the problem of fragmentation becomes more prominent. Avail Trinity will be able to solve this problem and build a more flexible and scalable blockchain ecosystem. Avail Trinity consists of three components: Avail DA, a scalable and trustworthy data availability layer; Avail Nexus, which solves Rollup interoperability issues and gradually decentralizes Sequencer; and Avail, a shared security economic layer that provides additional security. Fusion. In terms of progress and planning, Avail has launched an incentivized test network in Q4 2023 to test transaction volume, number of accounts, and data throughput. It will launch the Avail main network and Avail unified framework (including Nexus and Fusion) in 2024, and plans to further improve it in the future. The scalability of Rollup reduces the cost of use when L2 is congested; develops multi-level KZG proofs to optimize proof efficiency; implements batch verification services, supports recursive proofs of blocks, interacts with vector bridges, etc. SevenX Research Day: Restaked Modularity @ETHDenver is hosted by SevenX Ventures, co-organized by Mirana Ventures, and supported by EigenLayer. Leading researchers, AVS projects and founders related to Modularity and Restaking attended to discuss the cutting-edge of the industry.
2024-02-27 07:41:45
MyShell发布最新可组合性多模态AI App创作平台
Odaily星球日报讯 2 月 26 日,MyShell 联合创始人 Ethan Sun 在由 1kx 主办的 Convergence AI 2024 和 Sentient 主办的 Decentralized AGI Summit 活动上发布了最新的可组合性多模态 AI App 创作平台,可以支持创作者通过拼接多模态 AI 模型创建人工智能应用程序,而强有力的开放式激励模型也将促进生态飞轮的发展,引领下一代创作者经济。 Ethan 还表示:传统的 UGC 内容平台(以文本图像为主)即将落幕,基于 AI 的 App 创作和发布平台成为重大趋势。MyShell 通过执行模型推理并引导去中心化经济,从而与社区共享一个长期增长的开放价值网络。 据悉,MyShell 将在接下来的 ETH Denver 2024 中参加 SevenX Research Day、Rollup Developer Summit、Autonomous Agent: AI x Web3 Hackathon 等一系列活动。
2024-02-27 07:46:59
StakeStone core contributor Chris: Provide liquidity support for different types of chains and users with diverse needs - SevenX Research Day
Odaily News On February 26, at the SevenX Research Day: Restaked Modularity @ETHDenver event, StakeStone core contributor Chris expressed his views on the theme of Standards for Omnichain Liquidity in the Modular Era. Chris said that modularization is the future and an inevitable trend. As a comprehensive distributed infrastructure, StakeStone attaches great importance to competition and is highly concerned about growing with the emerging ecosystem. Therefore, it has also obtained 1 billion liquidity in the virtual reality field. When handling liquidity for users, StakeStone noticed that each chain has its own strengths and weaknesses, some focus on the community, and some build a solid technical foundation; some focus on games, some focus on social networking, and some focus on DeFi. “From our perspective, they have the same needs and pain points for liquidity on the cost side of their application layer, so they need liquidity to build their ecosystem, and that’s where StakeStone comes in.” “SevenX Research Day: Restaked Modularity @ETHDenver is hosted by SevenX Ventures, co-organized by Mirana Ventures, and supported by EigenLayer. Leading researchers, AVS projects and founders related to Modularity and Restaking attended to discuss the cutting-edge of the industry.
2024-02-27 08:19:12
MegaETH Labs联创Yilong Li:以太坊需要独立的结算层,冲破L2发展瓶颈 | SevenX Research Day
Odaily星球日报讯 2 月 26 日,在“SevenX Research Day: Restaked Modularity @ETHDenver”活动上,MegaETH Labs 联创 Yilong Li 以“理解以太坊执行层的性能”为主题发表观点。 首先,Yilong Li 分享了对 Reth 执行客户端性能的分析,讨论执行阶段的瓶颈以及各个操作码的性能指标。 然后,Yilong Li 提出了改进 L2 执行性能的想法。“L2 是在性能维度创新的最佳场所,因为它允许不同类型的节点在数量和硬件要求上有所差异。我们提出了 MegaRollup 的愿景,即每个 L2 都能够提供高吞吐量和大规模状态支持。” Yilong Li 还强调了去中心化序列器的重要性,并提出了在高带宽 DLN 上构建 L2 的思路。 最后,Yilong Li 认为,如果以太坊成为限制 L2 发展的瓶颈,后续可在以太坊之上建立一个专用的、经过高度优化的结算层。 “SevenX Research Day: Restaked Modularity @ETHDenver”由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-27 09:05:50
Brevis生态负责人Wanli Zhou:Travis SDK支持开发者构建数据驱动的DApp | SevenX Research Day
Odaily星球日报讯 2 月 26 日,在“SevenX Research Day: Restaked Modularity @ETHDenver”活动上,Brevis 生态负责人 Wanli Zhou 以“智能 ZK 协处理器”为主题发表观点,分享了 Brevis 的 ZK 处理器 Travis 如何支持数据驱动的 DApp、增强用户体验。 Wanli Zhou 认为现有的以太坊和扩展解决方案还不足以满足数据密集型或复杂计算的需求。以交易员忠诚度计划为例,链上计算受限,而协处理器则可以成为这类计算任务的解决方案。 Brevis 针对开发者构建了一个 Go 语言编写的 Travis SDK,支持定制化访问链上历史数据和构建计算逻辑。开发者无需了解电路或零知识证明的细节,即可借助 Travis 简化的工具构建数据驱动的 DApp。实际案例包括:Brevis 与 Uniswap 基金会合作构建的 Uniswap V4 VIP 折扣 hook。 此外,Wanli Zhou 介绍了跨链忠诚度模型的工作原理,并阐述 Brevis 的目标是将加密经济学的及时性与零知识证明的精确性和完整性相结合,以在低延迟和安全性之间达到最佳平衡。 “SevenX Research Day: Restaked Modularity @ETHDenver”由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-27 09:43:50
NEBRA创始人Shumo:连接L2孤岛,建设未来互联网的共享结算层 | SevenX Research Day
Odaily星球日报讯 2 月 26 日,在“SevenX Research Day: Restaked Modularity @ETHDenver”活动上,NEBRA 创始人 Shumo 以“NEBRA:面向未来互联网的共享结算层”为主题发表观点。 Shumo 认为,下一代区块链将更加注重零知识证明(ZK)技术的应用,同时,ZK 技术的成本需要降低,才能在更大范围内得到应用。NEBRA 正在研究使用 ZK 技术本身来降低 ZK 证明的成本。 NEBRA 的核心技术 NEBRA-UPA,是一种用于聚合和验证各种零知识证明的工具,可以降低验证成本并简化使用流程,具有无许可、抗审查和逐步去中心化的特点。 NEBRA 团队正在持续开发 V2 版本,并计划将其应用于共享结算层,以解决 L2、L3 间的孤岛问题,推动区块链生态系统的互操作性和可扩展性。 “SevenX Research Day: Restaked Modularity @ETHDenver”由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-28 07:15:15
AltLayer创始人Yaoqi:Restaked Rollup框架可解决Rollup现存的排序器单一等问题 | SevenX Research Day
Odaily星球日报讯 2 月 27 日,在 “SevenX Research Day: Restaked Modularity @ETHDenver” 活动第二日,AltLayer 创始人 Yaoqi 以 “Restaked Rollup” 为主题发表观点。 Yaoqi 在活动中表示,各类 Rollup Stack 解决方案的出现使得 Rollup 部署变得越来越容易,到年底可能会出现上千条 Rollup,然而这些 Rollup 却存在排序器单一、流动性割裂等诸多问题。 针对上述问题,Yaoqi 介绍了基于 EigenLayer 的 Restaked Rollup 概念。Restaked Rollup 并不是一套 Stack 解决方案,也不是单条 Rollup 网络,更不是一种新的 Rollup 证明机制,而是一套可与任意 Rollup Stack 配合使用的模块化框架,可提供更进一步的去中心化及安全性,在保证经济安全的同时实现更快的最终性(faster finality)。 Yaoqi 补充表示,Restaked Rollup 包含了三个 AVS 服务,分别为用于去中心化验证的 VITAL,用于最终确定性的 MACH,用于去中心化排序器的 SQUAD。三项服务均可基于 Rollup 的特定需求而调整。 Yaoqi 最后透露,未来两个月内将会分享一些采用了 Restaked Rollup 的项目,届时公众可以更加直观地了解 Restaked Rollup 的运作机制。 “SevenX Research Day: Restaked Modularity @ETHDenver” 由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-28 07:46:11
Gauntlet CEO Tarun:流动性再质押代币(LRT)存在五层潜在风险 | SevenX Research Day
Odaily星球日报讯 2 月 27 日,在 “SevenX Research Day: Restaked Modularity @ETHDenver” 活动第二日,Gauntlet 首席执行官兼联合创始人 Tarun Chitra 以 “Risks of LRTs” 为主题发表观点。 Tarun 在活动中表示,出于 AVS 选择较为困难、客户端运行较为复杂、用户需要将流动性投入 DeFi 等三个因素,流动性再质押代币(LRT)应运而出,然而 LRT 却也存在着五层需要关注的潜在风险。 一是流动性及杠杆相关风险,LRT 相较于直接再质押的 AVS 仓位而言具有更高的同质化属性,因此更容易被借贷,这其中可能藏着许多用户意识不到的杠杆。 二是收益相关风险,LRT 的收益模型相较于直接再质押的 AVS 仓位而言更加复杂,这其中可能存在利差问题。 三是关于持续性的风险,相较于直接再质押的 AVS 仓位,LRT 的赎回不但要受到 Layer1 本身的限制,还会受到每个相关的 AVS 以及 LRT 协议本身的限制。 四是罚没(slash)相关风险,由于 LRT 会涉及不同的 AVS,因而需要考虑不同的罚没条件,极端情况下本金可能遭受更严重的影响。 五是关于投资组合选择的风险,LRT 需要考虑不同的 AVS、不同的 AVS 节点运营商、不同的 Layer1 节点运营商、不同的抵押物等等,这带来了额外的复杂性。 “SevenX Research Day: Restaked Modularity @ETHDenver”由SevenX Ventures主办,Mirana Ventures 协办,EigenLayer提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-28 08:16:18
以太坊基金会Mike Neuder:LRT的赎回速率会受到四层潜在因素的限制 | SevenX Research Day 2
Odaily星球日报讯 2 月 27 日,在 “SevenX Research Day: Restaked Modularity @ETHDenver” 活动第二日,来自以太坊基金会的开发者 Mike Neuder 以 “Risks of LRTs” 为主题发表观点 Mike Neuder 在活动中表示,LRT 的赎回速率会受到四层潜在因素的限制,由下往上分别为 Layer1 底层的赎回速率、流动性质押代币(LST)的赎回速率、EigenLayer 的赎回速率、LRT 协议的赎回速率,四层限制的存在使得 LRT 协议不得不面临一个难题 —— 究竟该如何进行资产配置,以在保持客观收益率的同时有充足的流动性来应对潜在的大规模赎回 —— 投入再质押的资金越多,整体收益率就越高,但用于应对赎回的流动性就会越少。 “SevenX Research Day: Restaked Modularity @ETHDenver” 由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-28 09:00:04
Renzo co-founder Lucas Kozinski: Renzo hopes to deploy to every L1 and L2, and use ezETH to integrate liquidity - SevenX Research Day
Odaily News On February 27, on the second day of the SevenX Research Day: Restaked Modularity @ETHDenver event, Renzo co-founder Lucas Kozinski expressed his views on the theme of ezETH Restaking. Lucas introduced Renzos LRT token ezETH at the event utility. Lucas said that unlike some other protocols that only accept native ETH or LST tokens, Renzo also supports users to deposit native ETH or LST tokens, but will only generate ezETH, an LRT token. This is to prevent liquidity Separation makes it easier for Renzo to build composability around ezETH in various aspects such as DEX, lending, and oracles. Lucas added that Renzo hopes to integrate with every Layer1 or Layer2, such as Arbitrum, BNB Chain, Base, etc., but does not want liquidity friction or incentive misalignment, so no matter which network Renzo accepts on these networks, Any form of ETH or LST deposit will only be returned to the user in ezETH as a voucher. SevenX Research Day: Restaked Modularity @ETHDenver was hosted by SevenX Ventures, co-organized by Mirana Ventures, and supported by EigenLayer. Leading researchers, AVS projects and founders related to Modularity and Restaking attended to discuss the cutting-edge of the industry.
2024-02-28 10:22:41
Espresso开发者Ellie:“预确认”服务会对Rollup产生重大影响 | SevenX Research Day
Odaily星球日报讯 2 月 27 日,在 “SevenX Research Day: Restaked Modularity @ETHDenver” 活动第二日,来自 Espresso 的开发者 Ellie Davidson 以 “Evaluating Preconfirmations” 为主题发表观点。 Ellie 在活动中提到了“预确认”(pre-confirmation)这一概念,并强调如今已到了讨论这一概念的时候。Ellie 表示,“预确认”是一项正在成型的服务,它可能会对不同的排序器、Rollup 协议等产生重大影响。在当前阶段,“预确认”可能只是从中心化排序器所获得的一项承诺(承诺某笔交易会被该排序器提交至 Layer1),但从长线来看,需要对“预确认”做一个更清晰的定义。 Ellie 就此给出的定义是,预确认是一项带有经济保障的承诺,保证数据将在 Layer1 上最终确认,且满足用户所设定的条件。 “SevenX Research Day: Restaked Modularity @ETHDenver” 由 SevenX Ventures 主办,Mirana Ventures 协办,EigenLayer 提供支持,Modularity 及 Restaking 相关的头部研究员、AVS 项目以及创始人出席讨论行业前沿。
2024-02-28 11:23:10
Remi, founder of Inco: Inco is a modular Layer1 and can also be used as a universal privacy layer for Web3 - SevenX Research Day
Odaily News On February 27, on the second day of the SevenX Research Day: Restaked Modularity @ETHDenver event, Inco founder Remi expressed his views on the theme of Cosmos meets Ethereum: FHE confidential computing network on Eigenlayer. Remi introduced the positioning of Inco at the event, saying that Inco is a modular Layer1 that combines fully homomorphic encryption (FHE) and EVM, and can also be used as a universal privacy layer for Web3. Remi further explained the importance of privacy to blockchain. In addition to the public’s basic demand for privacy, many institutions are also unable to build on existing blockchains due to the need to properly handle sensitive data. In addition, some specific projects such as games types of applications also have a strong need for privacy. With Incos privacy services, developers will be able to explore more potential use cases around games, DeFi, commercial activities and more. Remi also mentioned that Inco is integrating with EigenLayer. EigenLayer was chosen because, firstly, Inco, as a Layer1 built based on the Cosmos SDK, has security and liquidity challenges in the early stages of startup, so EigenLayer can be used to ensure security during cold start; secondly, with the security support of EigenLayer, Inco There is no need to choose an aggressive inflation rate, thereby slowing down the issuance of tokens; third, Inco will also use its privacy features to give back to Ethereum. SevenX Research Day: Restaked Modularity @ETHDenver was hosted by SevenX Ventures, co-organized by Mirana Ventures, and supported by EigenLayer. Leading researchers, AVS projects and founders related to Modularity and Restaking attended to discuss the cutting-edge of the industry.
2024-03-08 03:40:06
Mirana Ventures researcher Arun: Re-hypothecation and modularization will become the focus of future innovation - SevenX Research Day
Odaily News On February 26, at the SevenX Research Day: Restaked Modularity @ETHDenver event, Mirana Ventures researcher Arun gave the opening speech. Arun said that Vitalik mentioned last year that this will be the year when cryptocurrencies must go to Rollup. The designs we see such as modularity are becoming a reality, and people are starting to build Rollups from almost every possible readability block. With all the underlying innovations brought together, people can really start to explore the large design space that Web3 has to offer. Over the past year or so, Arun’s interest has focused mainly on zero-knowledge proofs (ZK). ZKEVM has the potential to improve all consensus. Developers will be able to write any program in almost any language and precipitate it into a Rollup, which will have a huge impact on applications such as games. Finally, Arun mentioned that as the future of blockchain innovation, restaking and modularity are taking center stage. Mirana Ventures is excited to be one of the earliest backers of EigenLayer and Mantle (the first Layer 2 to use EigenDA for off-chain data availability, and continues to be an early adopter of AVS-based technology). SevenX Research Day: Restaked Modularity @ETHDenver is hosted by SevenX Ventures, co-organized by Mirana Ventures, and supported by EigenLayer. Leading researchers, AVS projects and founders related to Modularity and Restaking attended to discuss the cutting-edge of the industry.