如何理解Solv Protocol推出的质押抽象层（SAL）？

链上观2024-10-16

作者：haotian比特币质押协议 @SolvProtocol 完成了新一轮$11M美元的融资，总融资额度达到了$25M，而其质押调度中心也已汇聚了包括SolvBTC.BBN、SolvBTC.ENA、SolvBTC.CORE等超2万枚BTC流动性。且最近，Solv提出了Staking Abstraction layer（SAL）质押抽象层的概念，该如何理解呢？简单谈谈我的看法：1）有人把Solv ...

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Abstraction layer按照其愿景描述，就是要让分散在不同环境下（链上、链下）的BTC都能够有统一的标准流通和应用，进而释放BTCFi的潜力和价值。","collect":0,"end_time":0,"defaultTopTitle":"jinse.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4211":"区域性银行","SAL":"Salisbury Bancorp"},"translate_title":"How to understand the Staking Abstraction Layer (SAL) launched by Solv Protocol?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SAL":1},"content_text":"作者：haotian比特币质押协议 @SolvProtocol 完成了新一轮$11M美元的融资，总融资额度达到了$25M，而其质押调度中心也已汇聚了包括SolvBTC.BBN、SolvBTC.ENA、SolvBTC.CORE等超2万枚BTC流动性。且最近，Solv提出了Staking Abstraction layer（SAL）质押抽象层的概念，该如何理解呢？简单谈谈我的看法：1）有人把Solv Protocol归类到了Babylon生态，理由是Solv为Babylon提供了20%以上的BTC质押资产，且为Babylon生态的流动性主要提供者。这么理解也说得过去，但手握大量流动性的Solv Protocol并不局限于此，二者准确说应属于“平行”关系。理由是：虽然Babylon在BTCFi方向利用精密加密算法锁定Native BTC资产，可以赋予Solv、Lombard等平台一部分安全共识，但Babylon并没有原始流动性产生，Babylon生态的流动性是由Solv等平台提供。简单理解，如果把Babylon当成比特币生态的Eigenlayer的话，Solv Protocol卡位的角色应该为Lido，Solv提供了质押资产流动性，而Babylon在其基础上进行了叙事加强而已。二者自始至终都是合作共赢的关系，并不存在矛盾和违和之处。2）正因为手里有流动性王牌，Solv才提出了Staking Abstraction layer（SAL）质押抽象层的新叙事概念，目标进一步聚合全链分散的BTC流动性，并提供一个可扩展且透明的统一解决方案。Solv Protocl质押抽象层目标要吸纳以太坊EVM、BNBChain、CeDeFi等诸多场景的BTC流动性，为这些同构或异构链资产提供统一、透明化应用标准。如果说Babylon吸收的只是原生BTC流动性，Solv则可以整合BTC资产相关的一切流动性，并通过平台统一调度。具体而言：SAL质押抽象层由一系列智能合约构成，可以简化用户与比特币质押协议的交互，促成便捷的质押体验，同时该抽象层会定义一整套包括LST资产发行、分布式节点质押验证，收益分配和Slash规则等等通用功能。比如：LST发行方可以包括Solv、Lombard、BedRock等在内的LST协议；质押验证者则可以是 包括CeFFu、Cobo、Fireblocks等在内的有资质完整资产存储实体；而收益分配者，则可以包含Pendle、Antalpha等DeFi协议等等。商业视角看，Solv抓住了比特币流动性过于分散的问题，试图构建流动性聚合服务层来加速BTC资产的汇聚和应用流通。3）为何Solv Protocol要做这样的事？ 仅仅靠不断做大BTC资金池不行吗？这和BTCFi赛道特性有关，由于BTC资产应用场景很广泛，从DeFi Wrapped版到冷钱包存放的原始资产，再到流入贝莱德等ETF基金的资产等等，做统一比特币资产调度平台，看似简单，实则并不仅仅局限在链上，还要协调各个领域的资源、处理好各种关系，最终连接相关资产“上链”。某种程度上，Solv要做的Staking Abstraction layer按照其愿景描述，就是要让分散在不同环境下（链上、链下）的BTC都能够有统一的标准流通和应用，进而释放BTCFi的潜力和价值。试想，在智能合约各项infra高度完善的以太坊上，ETH质押率金维持在28%，未来要不断放大分散BTC质押率并让其在资产生息上大放异彩，还有多远的路要走？","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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