以太坊 L2 戰略遭質疑：Robinhood 日賺 600 萬美元，以太坊卻難分一杯羹

鏈捕手

09/06

ChainCatcher 消息，DeFi 研究員 Ignas 發文表示，Robinhood 此前創下超 600 萬美元的單日手續費紀錄，其中約 10%流向 Arbitrum，最終分給以太坊 L1 的收入則「少得可憐」。

Ignas 認為，這種模式或許並非完全不可接受，就像 Uber 早期通過補貼換取增長一樣，以太坊也可能通過 L2 吸引傳統金融業務進入其生態，並在生態形成較高轉換成本後逐步提高「租金」。不過，如果以太坊開發者能夠制定明確戰略，先吸引更多 L2，再在其轉換成本足夠高後實現變現，這反而可能成為利好 L1 的長期商業模式，但目前在以太坊路線圖中尚未看到這樣的明確戰略，並反問：「還是我理解錯了？」

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