更新的以太坊路线图、EF质押ETH等——《每日Gwei补给》第860期——以太坊动态

大家好。

Hello, everyone.

欢迎来到《每日Gurry燃料》的又一期节目，我们将回顾以太坊生态系统的最新动态。

Welcome to another episode of Daily Gurry Fuel, where recap the latest news in Ethereum ecosystem.

我是你们的主持人伊恩。

I'm your host, Ian.

今天是土星日，2026年3月4日，星期四。

This is Saturn, Thursday, 03/04/2026.

好了，各位。

Alright, everyone.

我们开始吧。

Let's get into it.

很抱歉错过了前两天的内容。

So apologies for missing the last, two days.

本来我应该在周一更新的，但最近两天实在太忙了，所以我今天才终于抽出时间做了一期。

Obviously, I'm supposed to do a refill on Monday, but the last two days have just been quite busy for me, so I've only gotten around to doing one today.

但其实有很多内容值得讨论。

But there is a lot to talk about, actually.

我刚才回去整理今天这一期的素材时，突然发现，哇，发生了很多事情。

I was going back and getting all the content to record today's episode, just before, and I was like, wow, a lot happened.

这可能是因为上一期《Refuel》已经过去了一周半，但不管怎样，我很期待深入探讨。

And that's probably because it's been a week and a half since the last Refuel, but regardless, I'm excited to dive in.

所以首先，我之前在上两期《Refuel》中提到的协议路线图更新，终于发布了。

So first things first, the road map update that I was or the protocol road map update that I was teasing, I think the last two refuels was finally published.

Justin Drake 发了一条不错的推文，详细介绍了这个内容，你可以去阅读。

So Justin Drake put together a nice tweet going over what this is, which you can read.

我会在下面的 YouTube 描述中附上链接。

I'll link it in the YouTube description below.

不过，这个路线图有一个专门的网站，叫 strawmap.org，你可以访问它，查看完整的路线图。

But there is a website for it called strawmap.org, and you can go here and you can see the road map.

总的来说，简单来说，这份路线图涵盖了从今年2026年到2030年及更远的未来。

Basically, I guess, as a as a, high level overview here, it's essentially a road map from, I guess, this year, 2026 to 2030 and beyond.

我现在预计这个路线图会持续更新。

Now I expect this to continuously be updated.

它不会像以前的路线图那样，也就是Vitalik偶尔更新并发布在推特上的那些图表。

It's not gonna be like, I guess, the road map of old, which was Vitalik's diagrams that he would update every so often and put on Twitter.

这是一个由以太坊基金会架构团队维护的网站，团队包括Justin Drake、Ansgar、Barnaby和Francesco，他们会随着时间推移不断更新它。

This is a website that is maintained by the EF architecture team, which includes Justin Drake, Ansgar, Barnaby, and Francesco, and they're going to be updating this, you know, as time goes on.

我当然不会逐一讲解这个路线图上的所有内容，但如果你亲自访问这个网站，就会发现其中很多内容我之前在回顾中已经讨论过，也有很多是社区里普遍谈论的话题。

Now I'm not gonna go through everything on, obviously, this road map PR, but if you go to the website yourself, you'll be able to see that a lot of it is stuff that I've spoken about on the review before, a lot of it is stuff that just gets spoken about in the community generally.

至少从我所看到的来看，这个路线图上没有任何真正全新的内容。

Nothing on this, roadmap, at least from what I could tell, is like net new.

也就是说，这些内容我们过去都已经发过帖或讨论过了，但确实存在一些与我们以往讨论方式的不同之处。

Like, there's nothing on this that we haven't already kind of had post about or discussions about in the past, but there are, I guess, like some differences between how we've discussed them in the past.

我认为最重要的一点，也是让我恍然大悟的地方，

I think the biggest thing, and the thing that that made me kind of go, oh, okay.

就是这个有点像思考表情符号的图示。

That that's that's new and interesting is this kind of thinking emoji face.

现在你可能看不到我屏幕上的内容，因为太小了。

Now you probably can't see it on my screen because it's quite small.

也许我可以在这里放大一下。

Maybe I can zoom in here.

不行。

No.

放大并没有什么用。

Zooming in doesn't really work.

它只会放大其他所有东西，唯独不放大这里的地图。

It just zooms in the, everything else except the, the the map here.

但如果你去网站上看，就能看到了。

But you'll you'll see it if you go to the website.

在这个路线图上，有几个地方都标了思考表情符号。

There's like a thinking emoji on a few different things on the, on the roadmap here.

现在，他们把这个放在了下面。

Now, they've kind of, put this at the bottom here.

这意味着，关于这个功能是否真的会发布，还存在不确定性。

What this means, it means there's uncertainty about this ever shipping.

也就是说，它虽然存在，但可能永远不会被纳入以太坊协议本身。

Like, so it's something that's there, but it may not ever make it into the Ethereum protocol itself.

就你可能听说过的一些东西而言，还有一些可能已经出现在路线图上一段时间、并带有思考表情的功能，比如APS。

In terms of things that you may have heard of before, and and things that I guess have been on the road map for maybe a little while now that has this thinking face on it, APS.

因此，APS在讨论测试者及其在以太坊协议中的权限或职责时，经常被提及。

So APS has been talked about a lot in the context of, I guess, you know, things like at testers and what what powers or what duties they have within the Ethereum protocol.

所以，APS可能是你之前听说过的一个概念。

So APS might have been something that you've kind of heard about there.

但我觉得其他大部分内容都属于非常前沿的研究。

But most of the other stuff I think is very kind of, I guess, exotic research.

这就是为什么它被标上思考表情的原因——因为我们甚至还不确定是否想要这个功能，或者它是否能在符合所有其他部分的前提下实现，因为你必须记住，所有东西都必须相互兼容。

And that's why it's called the thinking face yet because it's like, well, we don't even know if we either want this or if it's even possible to do in line with every everything else because you you gotta obviously remember that everything has to work with everything.

所有东西都必须彼此兼容。

Like everything has to be compatible with everything.

如果我们不修改或移除其他部分，就无法发布一个会破坏其他部分的功能，而且显然我们希望这能带来净收益。

We can't ship something if it's just gonna break something else without either modifying that something else or removing it, and then obviously we would want it to be a net benefit here.

这属于路线图中的三个不同类别，正好可以自然地引出这三个类别。

And that falls into the three different categories of the roadmap, which is, you know, a nice segue into the three different categories here.

正如你们所知，我们有共识层和执行层。

So as you guys know, we have the consensus layer and execution layer.

这已经存在一段时间了，自从合并以来就是如此。

That's been around for a while now, obviously, since the merge.

但即使在那之前，我们也拥有独立的共识层和执行层，即信标链和普通的以太坊链。

But even before that, we had a separate consensus layer and a separate execution layer with with, the Beacon chain and with the normal Ethereum chain.

但普通的ETH链本身自带一个共识引擎，也就是工作量证明。

But the normal kind of ETH one chain had a consensus engine in of itself, obviously, with the proof of work.

但现在我们只有一个统一的链，那就是共识层和执行层。

But now we have just the one unified chain, and it's the CL and EL there.

第三层，也就是说，这已经是一个现实存在的东西了。

The third layer that is kind of I mean, this is already a thing.

这并不是一个新层，但在这里被单独划分出来，称为数据层。

Like, this is not a new layer, but it's kind of been split out into its own layer here is the data layer.

这涵盖了像 blobs 这样的东西，而我们对这些已经非常熟悉了。

Now this encompasses things like blobs, which obviously we we know a lot about already.

它还包括冷数据，这可以说是 blobs 的前身，至今仍然存在并被使用。

It encompasses things like cold data, which is, I guess, like, which was the precursor to blobs and is still around today and is still used today.

它还涵盖了其间的所有内容，并且与共识层和执行层等其他层密切相关。

And it covers, you know, everything in between, you know, and and it and it kind of relates to the other layers like the consensus and execution layer here.

所以，是的，这是一份庞大的路线图，各位。

So, yeah, this is a huge roadmap guys.

你看，这里有很多项目。

Like, you know, there's a there's a bunch of items on here.

我不知道这里具体有多少项，但每一项本身都是巨大的工程量。

I don't know how many items there are on here, but like each of these items in of itself is a huge lift, think.

比如大家最熟悉的缩短出块时间，还有快速最终性。

You know, we've got things like everyone's favorite, like shortening slot times, We've got fast finality.

我们还改进了Peer Dass。

We've got improved, obviously, Peer Dass.

我们有GigaGas，抱歉，是GigaGas，l one。

We've got, GigaGas or Terragas, sorry, GigaGas, l one.

我只是在这里念一下。

We've got, and I'm just I'm just reading off here.

我们还有账户抽象之类的内容。

We've got, like, account abstraction stuff.

我们有二叉树。

We've got, binary trees.

这里的东西太多了，哥们，我甚至不敢说能深入理解其中一半。

There's there's so much stuff here guys and like, I I wouldn't even claim to understand half of it in-depth.

我大致理解这些内容的高层原理，但不敢说自己能深入理解其中一半。

Like, I understand high level a lot of these things, but I wouldn't claim to understand half of it in-depth here.

当然，正如我一开始说的，这个路线图是从今年到2030年及以后，而在顶部、年份下方，你可以看到这些升级大致被安排在哪个阶段，或者这些EIP——如果还没成为EIP的话，最终会成为EIP——被安排在每个升级中的位置。

And of course, as I said at the beginning, this roadmap is from this year to 2030 plus, and then at the top here underneath the years, you can actually see where these upgrades are, I guess, like speculatively slotted in or where these kind of, EIPs, well, they'll they'll eventually become EIPs if they're not already, are slotted in into each upgrade.

现在我们最多只能相对确定地看到未来两个升级。

Now we can only really ever look maybe two upgrades in advance with relative certainty.

也许三个，比如我们看看即将推出的前两个升级，像阿姆斯特丹和哈加塔，我们大致知道它们会包含什么内容。

Maybe three in terms of, like, we look at the first two that are upcoming, like Amsterdam and Hagwata, for example, and we have a general idea of what's gonna go in those.

但一旦你开始往后看，比如I星、J星等等，就变得更具推测性了。

But then once you start getting, you know, past that with I star, j star, and so on and so forth, becomes a lot more speculative.

正如我们过去所见，内容可能会被取消，也可能会被添加，很多事情都可能发生巨大变化。

As we've seen in the past, things can get dropped, things can get added, you know, and and and things can change quite dramatically there.

但在每个这样的标题下——我不该说标题，应该说是章节，比如I星、J星、K星，一直到M星，之后则被标记为长期规划。

But under each of these, I guess, like headlines here, I shouldn't say headlines, headings, such as I star, j star, k star, all the way to m star, and then in the and then after that, it's labeled as longer term.

每个章节下都列出了不同的升级内容。

There are these different upgrades underneath each of them.

而且，我要说，这纯粹是推测性的，因为我敢保证，实际情况不会是这样的。

And, again, I would say this is just a speculative thing here because it I guarantee you that it's not gonna be like this.

有些内容会推迟，有些会提前，但这个路线图依然很好地展示了我们未来将要迎来什么，无论它们最终如何安排，这真的非常棒。

There's gonna be some that go in later, some that come in sooner, but still it's a good little roadmap here that shows us what's coming regardless of where it goes, which which is really, really cool.

所以你也可以看到底部，整个路线图上使用了颜色编码，他们在这里解释了哪些升级是共识层（其实应该说每个层）的北极星，哪些是主打功能，哪些是链上或链下的。

So you can also see down the bottom there, they've got like a color coding happening across the entire roadmap, and they're explaining it here, explaining which upgrades would be north stars for the consensus layer, well, for each layer, I should say, which ones will be headliners and which ones are on chain versus off chain.

所以这是一份相当全面的路线图，各位。

So this is a pretty comprehensive, roadmap here guys.

而且其中一些还带有链接。

And also some of these have, kind of links.

比如，如果我点击‘化石’，它就会打开关于‘化石’的EIP。

So if I if I clicked on fossil for example, it opens up a, the EIP for for fossil.

所以这里已经嵌入了对这些功能的解释，但你也可以随时前往Fork the Forecast网站获取更多相关信息。

So you've already got kind of explanations of what these things do embedded here, but you can always go to fork the forecast website for a lot of information on this stuff too.

但能在这里有一个单一的仓库或单一资源，全面了解协议路线图的进展，真的非常好。

But it's just great to have like a single repository here or a single kind of resource here to see what's happening across the board in terms of the protocol roadmap.

现在，显然这是第一层。

Now, obviously, this is layer one.

这是第一层协议。

This is the layer one protocol.

这些都是发生在第一层的事情。

This is everything happening at layer one.

这不包括第二层发生的所有内容，因为那些都由各自团队管理，还有围绕以太坊生态系统的应用、基础设施等一切。

This doesn't include all the stuff happening at the layer two still because that's all managed by their own respective teams, all the stuff happening with the apps, you know, the infrastructure, everything else around the Ethereum ecosystem.

这只是核心协议，但当然，核心协议影响着一切。

This is just the core protocol, but of course the core protocol touches everything.

所以，能有这样一个非常透明、在我看来非常棒的路线图，真是太好了。

So it's good that we have this very transparent, very cool in my opinion, roadmap here.

所以我打算读一下贾斯汀·德雷克的推文。

So I'm gonna give Justin Drake's tweet a read.

它为这些内容提供了更多背景，老实说，我读完后变得非常看多。

It gives a lot more context around this, which, you know, I I got really bullish reading it to be honest.

贾斯汀·德雷克总能让我振奋起来。

Justin Drake always manages to pull me up.

所以，强烈推荐大家去读一读。

So, yeah, definitely go recommend going giving that a read.

我会在下面的YouTube描述中附上链接。

I'll link it in the YouTube description below.

但除此之外，Vitalik最近又开始频繁发帖，我总是很喜欢看到他关于这些路线图各项核心要点的分享。

But on top of that as well, Vitalik has been on a massive posting spree lately again, which I always love seeing about some of the core points of each of these kind of roadmap items.

他发了一条推文，谈到了区块构建流程、执行层变更、账户阻塞、扩展性、抗量子计算路线图等等，还有就是。

So he put out a tweet about the block building pipeline, execution layer changes, account obstruction, scaling, quantum resistance road map, and yeah.

我想那是在Justin发完这条推文之后的事。

I think that was the after Justin put this tweet out.

他随后发布了所有这些推文串。

He put out all those, tweet threads there.

我不会把它们全部都链接过来。

I'm not gonna link them all.

我只是想告诉你去Vitalik的个人主页，你就能在那里找到它们。

I'm just gonna, you know, tell you to go to Vitalik's profile and you'll be able to find them there.

Vitalik在这里解释这些事情真是太好了，因为正如我们所知，Vitalik在Twitter上、在生态系统内乃至更广泛的领域，影响力都远超任何人。

It's really great that Vitalik is there explaining these things because obviously as we know, Vitalik has more reach than than anyone else, right, on on Twitter, on, you know, in the ecosystem and beyond the ecosystem.

因为每当Vitalik谈论某件事时，我有时会去谷歌搜索，结果发现很多媒体都会报道Vitalik谈到了这件事，尽管这根本不是什么新内容。

Because whenever Vitalik talks about something, sometimes I'll like Google it, and then there'll be all these media organizations that report on Vitalik talking about it even though it's nothing new.

对吧？

Right?

这并不是什么新东西，实际上可能已经非常老旧了。

It's not something that and like it may actually be really old.

我觉得Vitalik在这些推文中提到的很多内容都是很久以前就存在的东西。

Like I I like a lot of the stuff that Vitalik actually talks about in these tweets are very old things.

它们已经存在很多年了。

Like they've been around for many, many years.

有些甚至已经存在四五年了，但因为Vitalik提到了，媒体和整个生态系统就都跟进，于是这些话题获得了更多关注。

Like some of them have been around for four or five years, but because Vitalik is talking about it, the media picks up on it, the rest of the ecosystem picks up on it, and it gets a lot more traction.

所以我非常感激Vitalik做这些事，因为这让我作为教育者的工作轻松了很多——这意味着我会遇到更多已经了解这些内容的人，我可以进一步向他们深入讲解，而他们也会说：‘哦，是的，我从Vitalik那里听说过’，等等，这真的很好。

So I really appreciate whenever Vitalik does this because it makes my job a lot easier as an educator because it means that I come across more people who are already aware of these things, and then I can kind of maybe educate them a bit further on that, but they can say, oh, yeah, I heard it from Vitalik and so on and so forth, which is which is great there.

所以，是的，如果你们感兴趣但错过了，这里有一堆资料可以阅读。

So, yeah, bunch of reading for you guys to do if you're interested, if you've missed it.

我确定你们很多人可能已经看过了，但我还是想在这里为大家提一下。

I'm sure a lot of you have probably already seen it, but I figured I'd give the shout out there for you guys.

你们可以去那里看看。

You can go check that out there.

接下来，以太坊基金会终于开始对其部分储备金进行质押。

Moving on from that, the Ethereum Foundation has finally begun staking a portion of its treasury.

这个消息其实早就公布了，我想可能都是一年前的事了，当时就说以太坊基金会会把他们的ETH用于质押。

Now this was announced a while ago, believe, maybe even a year ago that the Ethereum Foundation would be putting their ETH to work in staking.

所以在2月24日，他们存入了2016枚ETH，计划总共质押约7万枚ETH，收益将返还给基金会金库。

So on the February on February 24, they made a deposit of 2,016 ETH with the plans for approximately 70,000 ETH to be staked with rewards directed back to the EF treasury.

这项工作正在使用开源软件方案，比如Dirk和Vouch by Testant，我之前已经聊过Dirk和Vouch。

The effort is being conducted with open source software options like a Dirk and Vouch by a testant, and I've talked spoke about Dirk and Vouch before.

这对整个网络的客户端多样性和健康状况都意义重大，真是令人欣喜。

This is really great for client diversity and client health across the board here, which is really great to see.

但说实话，这可是相当大一笔ETH啊，各位。

But, yeah, that's a that's an enormous amount of ETH guys.

而且，你知道，过去十八个月左右，以太坊基金会发生了巨大的变化。

And, you know, obviously, the Ethereum Foundation has changed a lot in the last eighteen or so months.

我觉得甚至比那还要短。

I would say even less than that.

对吧？

Right?

数量相当可观。

Substantial amount.

自从我2017年接触以太坊以来，我从未见过EF在这么短的时间内发生如此大的变化，我认为这几乎是自以太坊基金会成立以来最大的变革——而基金会的成立时间，大概是在2014年初，甚至更早的2013年底，当时Vitalik首次发布了那篇白皮书。

Like, I have not seen the EF change this month since I got into, this much since I got into Ethereum in 2017, and I think that they've this the biggest change they've undergone since the inception essentially of the Ethereum Foundation, which would have been, I mean, early twenty fourteen, think, or even late twenty thirteen when Vitalik first published that white paper all those years ago.

但，是的，这又是他们正在经历的另一项重大变革，他们基本上在说：你知道吗？

But, yeah, this is just another kind of big change that they're they're having here where they're basically saying that, you know what?

可信的中立性固然很好，我们希望继续保持，这正是他们此前不愿质押ETH的原因。

Like, credible neutrality is great, and we wanna keep that, and that was their their reason for kinda not staking their ETH before.

他们不想直接参与决策过程，也不想成为一种中心化的力量。

They didn't wanna, like, be in the decision making process directly or be, you know, part of, be a kinda centralizing force there.

但70000个ETH啊，从他们在网络上将拥有的验证者数量来看，这简直微不足道。

But 70,000 ETH guys, like, that's literally a drop in the bucket when it comes to the amount of validators they will have on the network.

我认为，显然他们的社会影响力远远超过其经济影响力，因为他们是以太坊基金会。

I would argue obviously that their their social power trumps their economic power here by a lot because they're the Ethereum Foundation.

他们比任何其他以太坊参与者或实体都拥有更多的社会公信力。

They have a lot more social credibility than any other, I guess, Ethereum participant, Ethereum entity.

所以他们质押70000个ETH，在网络控制权或任何可能施加于网络的控制力的背景下，实际上是毫无意义的，因为你知道，如果他们真的质押了这70000个ETH——他们计划这么做——如果我打开Hildobby的以太坊质押仪表板，我可以在屏幕上给你们看，这里显示的总质押ETH是37533000。

So them staking 70,000 ETH is literally meaningless meaningless in the scheme in in in the kind of context of their control over the network or any kind of control they could, kind of, put on the network here because, you know, if, you know, if if they if they stake this 70,000 ETH, which they plan to do, I mean, if I go to Hill Dobby's ETH two staking dashboard here, and I'll bring it up for you guys on my screen, you'll you'll see here the total ETH staked is 37,533,000.

70000占这个总数的百分比微乎其微。

70,000 as a percentage of that is nothing.

对吧？

Right?

70000所占的百分比。

70,000 as a percentage.

我不会在现场做计算。

I'm not gonna do the math like live.

我 juste 在另一块屏幕上搜一下。

I'm just gonna Google it on my other screen here.

70,000 占 37,000,000 的比例是 0.18%。

30 70,000, as a percentage of 37,000,000 is 0.18%.

对吧？

Right?

这根本不算什么。

That's nothing.

这只是一个四舍五入的误差。

It's a rounding error.

当然，我们都希望拥有 70,000 ETH，但我是说，放在总质押量的背景下，这简直就是个四舍五入的误差。

I know we would all love to have 70,000 ETH, mind you, but I meant in the context of how much ETH is staked, it is an absolute rounding error guys.

而且很妙的是，这些 ETH 并不是通过 Lido、币安或这些主要服务商质押的，而是他们自己搭建的系统进行质押。

And obviously, what's really nice is that this ETH is being staked not with Lido, not with Binance, not with any of these major providers here, but on, you know, on their own with their own setup here.

这真是很棒。

So that's really great to see.

如果你按照以太坊基金会质押的ETH数量在排行榜上的位置来看，我认为他们会排在第27位。

And if you were to go on the kind of rankings in terms of like where the EF would be with, the amount of ETH staked rankings, that would be number 27, I believe.

或者抱歉。

Or sorry.

第28位。

28.

所以他们在排行榜上排在第28名。

So they'd be twenty eighth on the leaderboard.

但同样，考虑到以太坊基金会的社会影响力和话语权远大于其经济实力，这根本不值一提。

That's again, it's just it's not even worth considering given that the Ethereum Foundation has an a substantial more social kind of clout and social power than they do economic power.

所以这个点确实不值得讨论，但看到这种情况还是很棒的。

So definitely not worth kind of discussing that there, but still great to see.

为以太坊基金会的这一成就点赞。

Kudos to the EF for that there.

好了。

Alright.

继续。

Moving on.

以太坊协议，或者抱歉。

The Ethereum protocol or sorry.

我应该说，以太坊基金会协议支持团队现在有了自己的网站，这真不错。

I should say Ethereum Foundation protocol support team now has its own website, which is great to see.

我记得我曾向你们提到过，他们有一个推特账号，你们可以关注。

I remember I shouted out to you guys that they have a Twitter account that you can go follow.

这个账号的关注者少得离谱。

It is criminally under followed.

只有776个关注者，这太丢人了。

776 followers, that's pathetic.

这个团队真的太棒了。

Like, this team is awesome.

他们就是Forecast背后的团队。

They're the team behind forecast guys.

你们真的得去关注他们一下。

Like, you have to go give them a follow.

就这么做。

Do that.

然后也去看看他们的网站。

And then also check out their website.

我会把网站调出来给你们看看。

You know, I'll bring it up on the screen for you guys to to to see.

但这个团队对以太坊协议的开发以及更广泛的以太坊生态系统至关重要，他们在幕后做了大量工作。

But this team is really critical for Ethereum kind of protocol development and the Ethereum ecosystem more widely, they do a lot in the background guys.

我知道他们负责预测工具，这显然是我们都熟知的。

Like, I know they've got forecast, which is obviously something that we're all well aware of.

我们所有人都在使用这个资源，但他们在幕后还做了更多事情。

We all, are kind of, looking at, we're all kind of using as a resource, but they do so much more in the background.

而这些内容都在这个网站上详细说明了。

And, they detail that on this website here.

他们基本上会详细介绍他们所做的一切。

They they basically run through everything that they're doing.

所以你不必只听我的说法。

So you don't have to take my word for it.

你可以直接到这里，自己去了解他们。

You can actually just go here and learn about them, for yourself.

你也可以了解如何参与贡献，因为这不仅仅是他们团队的事情。

And you can also learn about how to contribute as well because this is not just their their team.

如果你愿意，你也可以参与其中。

You can also contribute to this if you want as well.

所以他们为此专门设置了一个页面。

So they've got a a page for that.

当然，他们还有一个关于团队的页面。

And of course, they've also got a page for the team.

是的。

Yes.

你可以看到他们的团队成员。

You can see their team members.

目前这个团队有六位核心成员，但正如我所说，你作为普通人也可以参与贡献。

There's currently six, core team members of of this team here, but at the same time, as I said, you can contribute as a as as as just a regular person.

你不需要成为团队成员就能参与贡献。

Like, don't have to be part of the team to to contribute.

你知道的，我们这里一切都围绕开源，各位。

It's an you know, we're all about open source here, guys.

我们致力于一切公开透明，任何人都可以参与贡献。

We're all about, you know, having everything open and everything, being able to be contributed to by anyone.

但既然现在团队成员就在我面前，我得好好感谢他们一下，因为像你们知道的，我一直在用Forecast。

But I mean, like, now that I've got the team in front of me, I'm just gonna give them a huge shout out because I've used forecast all the time as you guys know.

感谢尼克·萨萨诺、乔什·戴维斯、马克·加里亚。

So Nick Sassano, Josh Davies, Mark Garea.

希望我刚才的姓氏发音是正确的。

I hope hopefully I pronounced the surname right there.

马里奥·哈维尔、佛陀和狄俄尼索斯。

Mario Havel, Buddha, and Dionysus.

狄俄尼索斯，我可能念错姓了。

Dionysus, I've I've pronounced that wrong.

但你知道，这六个人，非常感谢你们为构建预测网站以及你们所做的其他所有工作，你们的帮助和出色贡献真的太棒了。

But like, you know, these these six people, like, huge kudos to you, huge thanks to you for, you know, putting together the the forecast website, of course, but everything else that you're doing, just great, to have you guys helping out and doing all the great work there.

不过，你们如果还没看过这个网站，现在可以去看看。

But, yeah, you guys can check out the website if you haven't yet.

我会在下面的YouTube描述中附上链接。

I'll link it in the YouTube description below for you to do so.

好了。

Alright.

上一期的Refuel我漏掉了一件事，其实我本该提到的，因为我也不知道怎么就忽略了——2月18日，以太坊基金会成立了一个新团队，叫平台团队，据我了解是由乔什·鲁道夫领导的。

Something that I didn't cover on the last refuel, which I should have covered because I don't know how I missed this, but, like, it happened on February 18, there is a new team that the Ethereum Foundation put together called the platform team, which I believe is being headed up by Josh Rudolph here.

你们都知道，乔什·鲁道夫参与以太坊项目已经很久了。

Now, as you guys know, Josh Rudolph has been involved with Ethereum for quite a while.

我关注他的推文已经很久了。

I've been covering his tweets for quite a while.

他一直深度参与与以太坊用户界面体验和用户体验相关的工作，比如账户提取之类的事情。

He's been quite involved involved with the stuff around the user interface experience and the user experience with regards to Ethereum, like things like account extraction, stuff like that.

所以，这个团队本质上要做的，或者说其核心目标，是打造一个最强大的以太坊平台，让L1和L2都能最佳地支持用户、应用以及所有在以太坊上构建的群体。

So essentially what this team does or what it's kind of, I guess, like, core goal is is to deliver the strongest possible Ethereum platform where L1 and L2s are best positioned to support users, apps, and all groups building on Ethereum.

关于这个团队的职责，这里还有一篇推文和一篇博客文章介绍了他们的工作，但我也认为，这个团队其实早就该成立了。

And there's a little thread here about this as well as a blog post about what these guys are going to be doing, but this is also another team I think has needed to exist for a little while now.

如果说以太坊常被批评的一点，那就是我经常看到的，虽然我自己对这个观点也有保留，但我多少能理解这种批评或看法。

And, you know, if there's one criticism of Ethereum that I see kind of pop up a lot, and I also somewhat resonate with I have my own reservations about this argument, but I somewhat resonate with this kind of argument or criticism, whatever you wanna call it.

以太坊在构建基础设施方面非常出色。

Ethereum is really good at building infrastructure.

对吧？

Right?

它在构建稳定、安全的系统方面确实非常出色。

It's it's really good at building things that are stable, secure.

但当涉及到构建用户体验以及打造更偏向产品导向的东西时，以太坊生态系统在这方面确实存在短板。

But when it comes to building, I guess, like user experiences and building something that's more like, I guess, product focused, it's definitely an area that Ethereum ecosystem lacks in.

不过，我会说以太坊上已经有很多应用填补了这一角色，并且已经构建了这些功能。

Now I would say that there's a lot of apps on Ethereum that have filled kind of this role and and built out these things.

但问题是，如果它们得不到以太坊核心层或协议层的相关支持或升级，它们就很难做好自己的工作。

But the problem is is that like if they don't get the relevant support or I guess like relevant upgrades happening on the Ethereum core side or the Ethereum protocol side, it becomes hard for them to do their job.

而账户抽象是这里最重要的问题。

And account abstraction is the biggest thing here.

对吧？

Right?

比如，我觉得当Gas费用较低时，你必须为每个交互的协议都验证一次代币，这其实并不是什么大问题。

Like, think that, you know, to me it's not a huge issue, especially when gas fees are low that you have to like, prove a token for for for transfer for all the protocols you interact with.

所以，原本一键兑换，现在变成了两步兑换，或者类似的情况。

So it's like instead of one click to swap, it's like two clicks to swap or something like that.

对我来说，这并不是什么大问题，因为说实话，这对我影响不大。

To me, that's not a huge issue because like I don't like, honestly, really doesn't matter to me that much.

我是高级用户，我觉得这真的没什么影响。

Like I'm a power user, I guess it really doesn't matter.

但对于普通用户来说，这绝对是一个巨大的障碍。

But for like the average user, it's definitely a huge friction point.

而我们一直试图解决这个问题。

And that's what we've been trying to solve for a while.

这种摩擦点的存在有多种原因，而且确实有一些实际的理由，比如安全因素，对吧？

And there's a bunch of different reasons why this friction point exists and why it actually exists for real reasons like security reasons, right?

但为什么去除它这么困难，也是有原因的。

But also why it's been so hard to kind of remove that.

我认为这既是技术上的困难和考量，也是社会和协调问题，希望平台团队能够着手解决这些问题，从而全面提升以太坊的用户体验。

I think that it's a mixture of kind of technical difficulties and technical kinda considerations, but also social and coordination issues that hopefully the platform team can, kinda work on and and resolve so that we can improve the user experience of Ethereum across the board.

我这里说的主要是以太坊一层网络。

And I'm talking about, I guess, like Ethereum l one here.

至于二层网络，它们很多时候要对自己的体验负责，而且已经解决了其中一方面，也就是交易速度。

Like the l twos, they are responsible for their own experience a lot of the time, and they've solved one, I guess, side of it, which is the speed of transactions.

显然，以太坊L1有自己的机制来实现更快的出块时间。

Obviously, Ethereum L1 has its own robot for that with faster slots.

但即使我们达到四秒的出块时间，我认为这已经是最低限度了。

But even if we get to four second slots, I think that's going to be the lowest we get.

它永远不可能像L2那样快，这其实没问题，也正是设计的初衷。

It's never gonna be as fast as the L twos, which is I guess fine and the whole point.

我们还会在L1上引入预确认等功能，但我们也需要让这些功能变得更易用。

And we're also gonna have like things like pre confirmations on L1, but we do need to make those things easier to use as well.

对吧？

Right?

所以当你把这些因素综合起来，从整体角度去思考时，你就会意识到我们确实需要这样一个团队。

So when you take all that together and you and you you you kind of think about it as a holistic thing, you do realize that we we need a team like this.

我很高兴以太坊基金会组建了这个团队。

So I'm glad that the EF has put this team together.

我很高兴这个团队由对此有丰富经验的人领导，祝他们一切顺利。

I'm glad it's headed up by people who have a lot of experience with this stuff, and I wish them all the best with this.

我祝他们在这项工作中顺利。

I wish them luck with this.

所以我只是想在这里跟大家说明一下。

So I just wanted to to cover that there, for you guys.

接下来是议程的下一项，说到以太坊基金会正在组建的团队，他们似乎成立了一个新的专注于DeFi的团队。

Now next on the agenda, speaking of teams that the, EF is putting together, they have a I believe this is a new team focused on DeFi within the Ethereum Foundation.

这位是查尔斯·圣路易斯，他长期从事DeFi领域的工作。

So Charles Saint Louis here who is, someone who's worked in DeFi for quite a while.

他从MakerDAO就开始参与，后来又加入了Dalthier，据我所知，那个项目最近已经终止了。

So he worked since, you know, MakerDAO, and then went into working on Dalthier, which I believe wound down recently.

当时没能找到合适的产品市场契合点，但他拥有丰富的DeFi经验，现在加入了以太坊基金会，与另一位同事一起领导他们的DeFi计划。

I just didn't find product market fit, but he has a lot of experience within DeFi, has joined the Ethereum Foundation alongside, I think, a couple of other people to head up their oh, alongside one other person, sorry, to lead their DeFi initiative.

现在，这是一些我认为正确的说法。

Now this is some I think that's how you say it.

我可能又把Gearbox Protocol念错了。

I'm pretty mispronouncing it again of Gearbox Protocol.

所以他联合创立了Gearbox协议，不是Gearbox协议。

So he co founded Gearbox Protocol, not Gearbox Protocol.

而且，他也在DeFi领域深耕已久。

And, yeah, he's been in DeFi as for a long time as well.

所以我认为，以太坊基金会这项举措非常棒，因为过去基金会曾因不够重视DeFi或对DeFi关注不足而受到很多批评。

So I think this is a really great initiative from the Ethereum Foundation as well because, again, the Ethereum Foundation has come under a lot of criticism in the past for not caring enough about DeFi or not focusing in, too, enough on DeFi.

我认为过去十二个月里，Trune已经发生了很大变化。

Well, I think that Trune has changed a lot in the last twelve months.

随着这个新团队的成立，我认为DeFi将深度融入以太坊基金会的各项工作之中。

And with this new team going forward, I think that DeFi is gonna be deeply embedded within the Ethereum Foundation and also be deeply embedded across everything that Ethereum Foundation is doing.

而且理应如此，我认为，正如你们所知，在我看来，DeFi就是核心。

And as it should be, I think that, know, DeFi is, as you guys know, in my opinion, is like the thing.

它不是唯一重要的事，但确实是最重要的事。

Like it's not the only thing, but it is the thing.

它是最大的一件事。

Like it's the biggest thing.

它是推动这些生态系统价值的核心，也是让我们能够实现维塔利克推文中提到的其他事情的基础。

It's the thing that drives the value to these ecosystems and it's what enables us to do more of the other things that Vitalik tweets about.

对吧？

Right?

比如所有自主权身份、隐私保护、去中心化文档编辑，像他之前分享过的 Fileverse 之类的各种东西。

Like all the self sovereign kind of identity stuff, the privacy stuff, the the decentralized, document kind of editing, like file verse that he shared before, like all that sorts of stuff.

对吧？

Right?

那些赋能个体的工具。

Things that empower the individual.

在我看来，这些功能之所以可能，正是因为金融层面的存在，因为金融是这一切的基础。

In my opinion, they're only possible because of the financial stuff, because of the financial side of things.

因为金融层面推动了活跃度，对吧？

Because the financial side of things drives the activity, right?

它推动了关注，也推动了对这些事物的投资。

It drives the interest, it drives the investment in these things.

这个的极端例子就是零知识证明技术，对吧？

The extreme example of this is the ZK stuff, right?

我以前已经多次讲过这一点，但我还是想提一下，因为这是一个很好的例子。

And I've gone through this a lot before, but I just figured I'd bring up this up because it's a pretty good example.

零知识证明技术之所以能发展得这么快，是因为这些零知识团队基本上都是二层网络团队，他们能够从风投那里筹集大量资金，因为风投希望获得代币并期待回报。

The ZK only came so far and so quickly because of the fact that the ZK teams were basically all L2 teams and they were able to raise a lot of money from VCs because VCs wanted to get a token and expected a return from it.

于是他们就说：好吧，我们来资助你们。

And they were like, okay, you know, we'll fund you guys.

然后这些二层网络团队就专心投入零知识技术的研发，如今我们拥有的零知识技术，远远超出了原本可能达到的水平。

And then the and then the L2 teams went ahead and worked on all the ZK stuff, and now we have ZK stuff that is, so much farther along than it otherwise would have would have been.

所以再次说明，我们需要DeFi，需要金融，需要资金，对吧？

So again, like we need the DeFi, we need the finance, we need the money, right?

我们需要这些东西来推动其他领域的发展。

We need that stuff to drive the other things.

现在，对于DeFi，有不同的思考方式。

Now there's different kind of, I guess, like, ways of thinking about DeFi.

在这篇文章中提到，以太坊基金会相信一种名为DeFi Punk的概念，这不是比传统金融略微更好的金融，而是没有以太坊就不可能存在的金融。

And in this post, it stated that the Ethereum Foundation believes in something called DeFi punk, which is not finance that's marginally better than TradFi, but finance that couldn't exist without Ethereum.

在我看来，这可能是以太坊基金会目前最合适的立场，因为这确实不仅仅是比传统金融更好的金融。

That's, in my opinion, probably the best approach that Ethereum kind of foundation could take here because, yeah, it's it's really not just finance that's better than TradFi.

尽管这本身已经是一个巨大的成就，而且如今传统金融确实与以太坊深度关联。

Even though that that's a huge thing, and obviously TradFi is is heavily involved with with Ethereum these days.

但那种没有以太坊就不可能存在的金融，这才是独特的价值主张。

But finance that couldn't exist without Ethereum because that is the unique value prop.

对吧？

Right?

如果你拥有某种东西，它从根本上离不开以太坊，那么你就拥有了只有以太坊才具备的东西，从而实现了以太坊的产品市场契合。

Like if you have something that literally can't exist without Ethereum, then you have something that if is a unique to Ethereum, and then you have a product market fit for Ethereum.

我认为最明显的例子就是ETH。

I think that the most obvious example of this is ETH.

ETH的存在离不开以太坊。

ETH couldn't exist without Ethereum.

对吧？

Right?

像ETH这样的资产，拥有它所有的特性，是无法脱离以太坊而存在的。

Like ETH as an asset as the asset that it is with all the properties that it had that it has could not exist without Ethereum.

它或许可以存在于某个中心化账本上。

It could exist as an asset on some centralized ledger.

对吧？

Right?

你可以，比如，我创办一家中心化公司，说：好吧。

You could, like, I could spin up a centralized company and say, okay.

投资我的人，其实是在投资ETH股票。

Well, people investing in me, you're investing in ETH shares.

但那根本不是ETH。

But, like, that's not ETH.

对吧？

Right?

这根本不是真正的ETH，但我可以说它是。

Like, that's not the real ETH, but I could say that.

但那就完全是另一回事了。

But then it's a very different thing.

这是一种集中化的公司股权，它的价值依赖于我公司产生的利润或收入，以及业务的发展程度和运营情况等等。

It's a centralized kind of equity in my business and it's reliant on and its value is reliant on the profits that I generate or the revenues that I generate in my business and how far it grows and what the business does and so on and so forth.

对吧？

Right?

而ETH在以太坊上，它之所以只能存在于以太坊，是因为以太坊赋予了ETH所有这些优良特性。

Whereas ETH on Ethereum, and the reason why it can only exist because of Ethereum is because Ethereum gives ETH all of its nice properties.

它赋予了ETH抗审查的特性、安全特性、去中心化特性，以及经济政策特性。

It gives it its censorship resistant properties, gives us its its secure properties, its decentralization properties, its, its, economic policy properties.

对吧？

Right?

它把这些所有优良的特性都赋予了ETH这个资产。

It gives all of those nice properties to ETH the asset.

所以，没有以太坊，ETH就不可能存在。

So ETH could not exist without Ethereum.

在我看来，这是最明显的一点。

That's, in my opinion, the the most obvious one.

但显然，还有很多其他事情由此衍生出来。

But then obviously there's a lot of other things that fall off of that.

对吧？

Right?

很多DeFi应用，比如闪电贷，在传统金融中无法实现，还有代理商业、AI商业，这些在传统金融中也不可能存在，但在以太坊上可以。

A lot of DeFi things like flash loans that can't exist in TradFi, like like Agentic Commerce, AI Commerce that can't exist in TradFi but can exist on Ethereum.

我想，以太坊基金会希望推动、支持并促进的正是这类应用。

So those sorts of things is what I guess the Ethereum Foundation wants to target, wants to see thrive, wants to help along.

我认为，无论以太坊基金会做什么，传统金融的东西都会发生。

The TradFi stuff's gonna happen regardless of what the EF does, I think.

我认为协议升级会帮助传统金融进入，但即使以太坊基金会不希望它们进来，传统金融也会涌入，因为显然它是一个可信的中立层。

I think that the protocol upgrades are gonna help the TradFi stuff, but the TradFi is gonna come in regardless of if the EF wants them to or not because obviously it's a credible neutral layer.

传统金融将从中获得大量价值，所以他们会进来。

TradFi is gonna get a lot of value out of it, so they're gonna come in.

我认为这是正确的做法。

And I think that's the the right approach here.

我不认为以太坊基金会应该直接与传统金融打交道。

I don't think the EF should be interfacing with TradFi directly.

有其他团队在做这件事，比如Etherealize。

There's other teams that do that like Etherealize.

所以，这就是我对这个问题的看法。

So, yeah, that's that's my view on that.

但你可以去读一读以太坊基金会DeFi团队的这篇博客文章。

But you can go give this blog post a read about the, the DeFi team at Ethereum Foundation.

我会在下面的YouTube描述中附上链接，方便你阅读。

I'll link it in the YouTube description below for you to do so.

对。

Right.

我之前没提到的另一件事是Rocket Pool的最新升级。

Another thing that I didn't cover was Rocket Pool's latest upgrade.

这次升级的名字叫Saturn One。

So Saturn One is the name of the upgrade.

这是他们迄今为止最大的一次升级，并且已在主网上成功部署。

This is their biggest upgrade ever, and it's been successfully deployed on Mainnet.

它带来了一系列新功能，比如RPL费用切换、4 ETH验证者、超级池等，现在均已启用。

It carries with it a bunch of features like, an RPL fee switch, four ETH validators, mega pools, and more, which are now all active.

然后他们提到，到2026年，Rocket Pool仍然是唯一完全无许可的质押协议，不依赖AWS或少数受信任的专业人士。

And then they say here in 2026, Rocket Pool is still the only fully permissionless staking protocol, no reliance on AWS or a select few trusted professionals.

一段时间以来，Rocket Pool曾非常热门。

So Rocket Pool was all the rage a while ago.

对吧？

Right?

比如在再质押时代，当大家都在讨论质押时，Rocket Pool自然与少数其他协议一起站在了最前沿。

Like during, I guess, like the restaking era and, like, when everyone was talking about staking, Rocket Pool was front and center naturally, like, alongside of a few other protocols out there.

但当他们说 Rocket Pool 仍然是唯一完全无许可的质押协议时，他们是正确的。

But they are right when they say that Rocket Pool is still only the fully permissionless staking protocol.

我曾经对其他一些协议抱有希望，比如其他 LST，我不仅投资了它们，还提供建议并推广过，但其中一些根本没成功。

I had hopes for other protocols out there like other LSTs that, you know, that I, both invested in and advised and also just like promoted, but some of them didn't work out at all.

有些协议根本没找到合适的产品市场契合点。

Some of them have just like completely, I guess, not found product market fit.

有些协议没有实现他们承诺要做的事情，无论这是因为他们根本不想做，还是只是计划将来某天再做。

Some of them haven't done what they said they were gonna do, whether that's because they don't plan to ever do it or they plan to one day do it.

还有一些协议逐渐演变得更像是 L2，而不是 Rocket Pool，这未必是坏事，因为 Rocket Pool 本身也在随着时间变得越来越去中心化，这一点非常值得欣慰。

And some of them evolved to look more, I guess, like L2 than Rocket Pool, which is not necessarily a bad thing because itself is also decentralized over time, which has been great to see.

但如果我们讨论的是以太坊上完全无许可的质押协议，除了单节点质押，显然那是完全不同的情况。

But if we're talking about fully permissionless staking protocols on Ethereum, besides solo staking, obviously, that's that's completely different.

对吧？

Right?

那指的是使用协议本身的单节点质押。

That's like solo staking with the the protocol itself.

这就是黄金标准。

That's, that's the gold standard.

但我们讨论的是尽可能接近这个标准。

But we're talking about getting as close as you can to that.

Rocket Pool 就是它。

Rocket Pool is it.

我已经当了好久的 Rocket Pool 节点运营商，现在还是 ODAO 的一员。

And I've been a Rocket Pool node operator for a while now, and I'm part of the ODAO still.

你知道，我甚至认为，通过 Rocket Pool 节点运营商来搭建一个 Rocket Pool 类型的服务，比搭建 Solar Staking 服务还要简单，这听起来有点讽刺，但以我的经验来看确实如此。

And, you know, it I would actually argue that it's easier to set up a Rocket Pool kind of service via Rocket Pool node operator than it needs to set up a Solar Staking service, which is kind of funny, but I mean, in my experience it is.

但除此之外，正如这里所提到的，它是以太坊上唯一完全无许可的质押协议。

But on top of that, as as is as is stated here, yeah, it's the only fully permissionless staking protocol on Ethereum.

而且它很可能永远都只会是这一个。

And it probably likely will only ever be that.

我不认为会再有其他协议能做到这一点，因为实现起来要难得多。

Like, I don't think there'll be any any other protocols that that do it because it's a lot harder to do that.

由于需要考虑去中心化和无许可性，这在一定程度上限制了你的发展。

It does stifle your growth a little bit because of the fact that you have to take into consideration decentralization, permission lessness.

由于存在诸多需要权衡的因素，你可能不得不比原本更缓慢地推进工作。

You have to kind of work maybe slower than you otherwise would have because of the fact that there's a bunch of different considerations here.

但无论如何，Rocket Pool 仍然是顶级的质押协议或顶级的质押实体之一。

But regardless of that, Rocket Pool is still one of the top staking, protocols here or top staking entities.

如果我再次打开 Hildobby 的仪表板，也就是他这里的 ETH 2 质押仪表板，你知道，Rocket Pool 仍然排在前列，等等，这在哪来着？

If I bring up Hildobby's dashboard again, the ETH 2 staking dashboard that he has here, you know, Rocket Pool is still up there if I, where is this?

是的。

Yeah.

如果我到这里看，Rocket Pool 排在第10位。

If I go here, Rocket Pool is number 10.

对吧？

Right?

他们目前质押的 ETH 数量接近五十万。

They have about, almost 500,000 ETH staked with them.