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使用AIGC工具分析区块链项目(下)

作者: Ash Li


上篇文章我們主要介紹了如何研究分析一個區塊鏈項目和利用 ChatGPT 工具去幫助我們更加細節和有效率的分析,上篇我們主要對 Arbitrum 的項目概述進行了展示,在本篇我們會繼續進行對 Layer 2項目 Arbitrum 的進一步分析。


實例演示

項目代幣細節概述

其次我們可以輸入相關的細節描述信息給到 ChatGPT 來幫助回答,我們發送 ”Please tell me the establishment time, country, sector, token symbol, market cap rank, current coin price, fundraising status, circulating market cap, circulating supply, total token supply, trading pairs, and all-time high(ATH) of Arbitrum.” 同時,如果有相關的信息沒有展示出來,我們可以通過 ”you may find the XXX(information) in https://www.XXX.com/”,可以進行多次詢問補充來進行完善輸出內容。為了方便閱讀理解,我們可以輸入 “please provide all the above source to the spreadsheet markdown format” 生成表格形式的輸出。之後我們可以了解一下 Arbitrum 的融資情況(”Does Arbitrum have ICO?”)和代幣經濟模型(”Please show me the token economic information of Arbitrum”)。以下是其答覆內容:


 

Based on the information from CoinGecko, here are the details for Arbitrum:

  • Current Price: $0.822197 USD

  • Market Cap: $1,048,790,071 USD

  • Market Cap Rank: #41

  • 24-hour Trading Volume: $77,101,542 USD

  • Fully Diluted Valuation: $8,225,804,479 USD

  • Circulating Supply: 1,275,000,000 ARB

  • Total Supply: 10,000,000,000 ARB

  • Max Supply: 10,000,000,000 ARB

  • All-Time High (ATH): $8.67 USD, recorded on Mar 23, 2023 (6 months ago). The current price is approximately -90.50% lower than the ATH.

  • Trading Pairs: Some of the exchanges where ARB tokens can be traded include MEXC (ARB/USDT), Toobit (ARB/USDT), BingX (ARB/USDT), Bitget (ARB/USDT), and DigiFinex (ARB/USDT). MEXC is highlighted as the most popular exchange for trading Arbitrum.


Coin information




Arbitrum (ARB) Tokenomics:

  • What is the allocation for Arbitrum (ARB)?

    • Investors: 17.53% of the total supply.

    • DAOs in Arbitrum Ecosystem: 1.13% of the total supply.

    • Individual Wallets: 11.62% of the total supply.

    • DAO Treasury: 42.78% of the total supply.

    • Team and Future Team + Advisors: 26.94% of the total supply.

  • Airdrop Details: According to the Arbitrum website, 12.75% of the $ARB token supply will be airdropped on 23 March 2023, with 11.62% allocated to users and 1.13% to DAOs.

  • Initial Supply: The initial supply of the $ARB token is 10 billion.

  • Sources: The information is sourced from Arbitrum's official documentation and a Medium article.

  • Last Updated: 16 March 2023

Disclaimer: The dates and unlock values might differ from the provided information. For the most accurate and up-to-date details, referring directly to the project's official sources is recommended.

 

生態數據和行業概覽分析

在分析 Arbitrum 的項目和代幣概述之後,我們可以針對 Arbitrum 生態及其所處的 Layer 2 賽道進行對比分析,我們可以輸入“Please tell me all the projects in the ecology of Arbitrum” 和 “Please display the above content in markdown format table, with serial number, project category, project name, and project introduction as titles.” 來篩選出來 Arbitrum 生態上的項目列表。之後我們可以通過詢問 “Where can I find the status of the ecological project, such as the TVL and address number of the ecological project?” 來進行補充使得分析更加全面。生成的內容如下:


 


 

接下來我們對行業進行分析,我們可以輸入“Please tell me the industry overview of Layer 2 public blockchain”, “Please show me the industry overview of the top 5 Layer 2 public blockchain”,以及“please show me the top 5 in a markdown format, with rank, project name, project introduction, and real-time TVL.“ 來對以太坊的二層公鏈進行分析,可以更加了解整個賽道的背景和現狀,目前 Arbitrum 在其中處於的位置及未來的發展情況,生成的內容如下:


 

Overview:

The article delves into the significance of Layer 2 crypto projects, which have emerged in response to the challenges faced by the Ethereum network, such as slow transaction speeds, frequent congestion, and high gas fees. Layer 2 solutions aim to enhance Ethereum's scalability and performance by offloading transactions from the main Ethereum network, thereby increasing transaction speed and reducing costs.


Key Projects Highlighted:

  1. zkSync Era: Description: An upgraded version of zkSync Lite, zkSync Era is a Layer 2 solution that employs Zk Rollups technology to boost transaction speed and enhance network security. Notable Features: Developed by Matter Labs, which has secured significant funding from major investors. Aims for "hyperscalability" to process an unlimited number of transactions without compromising security or incurring high costs. Over 200 projects, including major players like Chainlink and Uniswap, have shown interest in deploying on zkSync Era.

  2. Arbitrum: Description: A Layer 2 solution designed to enhance Ethereum smart contracts by increasing their speed, scalability, and adding privacy features. Notable Features: Offers an experience almost identical to using Ethereum but at a faster and cheaper rate. Employs a multi-round rollup protocol to address disputes.

  3. Optimism: Description: An extension solution on Ethereum that reduces gas fees and increases transaction completion speed. Notable Features: Provides a unique vision known as Retroactive Public Goods Funding. Supports EVM, allowing Ethereum DApps to run on Layer 2 with minimal code changes.

  4. StarkNet: Description: A Layer 2 project using Zk Rollup technology, built on Ethereum, that enables limitless operation and scaling of dApps without compromising Ethereum’s composability. Notable Features: Smart contracts and operating system are written in the Cairo programming language. Transactions are batch-processed and validated using STARK proofs.

  5. Polygon: Description: Initially known as Matic Network, Polygon is developing scaling solutions and infrastructure with products like Polygon PoS. Notable Features: Vision to build the Value Layer of the Internet. Offers low transaction fees and supports various market trends like NFT and Gaming.


Conclusion:

Layer 2 crypto projects like zkSync Era, Arbitrum, Polygon, Optimism, and StarkNet are making significant strides in addressing the challenges of scalability, cost-efficiency, and user experience in the blockchain landscape. Their collective efforts are paving the way for a more accessible and sustainable blockchain ecosystem, pushing the boundaries of decentralized applications and blockchain technology.




 

競品分析

在了解其生態和所處賽道的信息之後,我們也需要對比研究其他Layer 2的競品,可以幫助我們更全面地了解Arbitrum的優勢和不足,從而做出更明智的決策和策略。我們可以詢問它有什麼競品品並且請 ChatGPT 對其競品進行簡單的介紹,我們可以輸入 "Arbitrum as a Layer 2 public blockchain, what are its competitors" & "please introduce the competitors in 300 words each." 可以收到以下回覆:


 

Arbitrum, as a Layer 2 public blockchain, has several competitors in the space. Some of the notable competitors include:

  1. Optimism: Another Layer 2 scaling solution that uses Optimistic Rollups to improve Ethereum's scalability.

  2. zkSync: Mentioned as one of the rivals to Arbitrum, it's a Layer 2 scaling solution using zkRollups technology.

  3. Polygon (MATIC): Initially known as Matic Network, Polygon offers a multi-chain scaling solution for Ethereum-compatible blockchain networks.


Other potential competitors can be found in various sources that list alternatives to Arbitrum:

For a more comprehensive list and understanding, you can explore the search results here.

 

接下来,我们可以將其與 OP 鏈進行一下對比,輸入 “Please compare and analyze Arbitrum and Optimism in detail”,並可以詳細對比相關鏈的信息 ”Please help me list the main net launch time, TPS, number of nodes, number of developers, programming languages and other information of each public chain of Arbitrum and Optimism, and display it in the markdown format table.” 以下是答復的內容。



 

Technical Differences

  • Fraud Proofs: The main technical difference between the two chains is their approach to fraud proofs. Optimism uses single-round fraud proofs executed on layer 1, making it faster but potentially more expensive due to higher gas fees. On the other hand, Arbitrum uses multi-round fraud proofs executed off-chain, which takes more time but is more cost-effective.

  • Virtual Machines: Optimism operates using the Ethereum Virtual Machine (EVM), limiting its programming language to Solidity. In contrast, Arbitrum has its own Arbitrum Virtual Machine (AVM), supporting all EVM programming languages.

Growth Metrics and Ecosystem

  • Total Value Locked (TVL): Arbitrum has a clear lead in terms of TVL, boasting more than double the total value locked compared to Optimism.

  • Protocol Activity: Arbitrum leads Optimism in several metrics, including the number of protocols (256 to 119), daily active addresses, and daily transactions. Arbitrum's recent airdrop accentuated this lead, with the platform processing more daily transactions than Ethereum and having more daily active addresses.

Key Growth Drivers and Future Plans

  • Optimism:

    • OP Stack: Optimism's next phase of scalability, introducing modularity and allowing separation of consensus, execution, and data availability layers.

    • Optimism Bedrock: The first official release of the OP Stack, promising reduced transaction fees, optimized deposits and withdrawals, and faster node syncing.

    • Collaboration with Coinbase: Optimism is working with Coinbase to develop its new Base layer-two blockchain, aiming for a "Superchain" comprised of a network of rollups built using the OP Stack.


  • Arbitrum:

    • Arbitrum Nova: A sidechain with up to 90% lower gas fees, ideal for gaming, social, and other high-bandwidth applications.

    • Arbitrum Orbit: Enables developers to launch L3s and leverage Arbitrum's technology.

    • Stylus Upgrade: Aims to introduce "EVM+", allowing contracts written in Rust, C, and C++ to interact synchronously with existing Solidity-based contracts.


Conclusion

Currently, Arbitrum holds a significant lead in the optimistic rollup L2 space, with a higher TVL, more daily active users, and more transactions. However, Optimism's collaboration with Coinbase and its focus on modularity and scalability could position it well for future growth.


It's worth noting that the landscape of Layer 2 solutions is rapidly evolving, and both Arbitrum and Optimism have their unique strengths and strategies. The ultimate "winner" in this space will likely be determined by a combination of technical innovation, ecosystem development, and user adoption.


Based on the information gathered, here's a comparison between Arbitrum and Optimism:


 

在获取到兩個鏈的基本信息後,我們可以賦予 ChatGPT 投資者的身份來進行投資分析,可以幫助我們拓寬思路,我們輸入 "If you were an investor, after understanding and analyzing the specific situations of Arbitrum and OP, how would you choose?" 下面是回復內容:



 

Technical Aspects:

  • Arbitrum: Uses multi-round fraud proofs executed off-chain, which is more cost-effective. It also has its own Arbitrum Virtual Machine (AVM) that supports all EVM compiled languages.

  • Optimism: Uses single-round fraud proofs executed on layer-1, which is faster but might be more expensive. It operates using the Ethereum Virtual Machine (EVM) and is limited to Solidity.

Analysis: Arbitrum seems to have a slight edge in terms of technical innovation, especially with its multi-round fraud proofs and broader programming language support.

Ecosystem Growth:

  • Arbitrum: Has a higher Total Value Locked (TVL) and a larger number of dApps. It also has a more significant social media presence.

  • Optimism: While it has a mature ecosystem, its TVL and number of dApps are lower compared to Arbitrum.

Analysis: Arbitrum appears to be leading in terms of ecosystem growth and user adoption.

Community Engagement:

  • Arbitrum: Managed by Offchain Labs and has recently launched community events like Arbitrum Odyssey.

  • Optimism: Has a decentralized governance model with its governance token $OP and has made efforts to engage the community through initiatives like the Optimism Collective.

Analysis: Both have their strengths. While Arbitrum is engaging its community through events, Optimism is focusing on decentralization and community governance.

Future Potential:

  • Arbitrum: The information about its future plans is not publicly available, but its current trajectory suggests continued growth.

  • Optimism: Has a clear roadmap until 2024, with plans for next-generation fraud proofs, sharded rollups, and a decentralized sequencer.

Analysis: Optimism seems to have a clearer vision for the future, which might be appealing for long-term investment.


Conclusion: Both Arbitrum and Optimism have their unique strengths. Arbitrum is currently leading in terms of technical aspects and ecosystem growth, while Optimism has a clear future roadmap and a focus on community governance. As an investor, my decision would depend on my investment goals:

  • If I'm looking for a project with current momentum and growth, Arbitrum might be the better choice.

  • If I'm focused on long-term potential and a clear vision for the future, Optimism might be more appealing.

However, it's essential to note that the blockchain space is highly dynamic, and both projects are still evolving. It would be wise to continuously monitor both projects, diversify investments, and consult with financial advisors before making any decisions.

 

總結

在 AI 技術迅速發展的今天,合理和擅長應用 AIGC 的工具是可以快速提升我們研究的效率的。ChatGPT 可以迅速地從網絡上搜索和提取與 web3 相關的最新信息和數據,為用戶提供即時的市場動態和技術進展,同時基於其深度學習能力,ChatGPT 可以對 web3 的技術、應用和市場趨勢進行深入的分析和解讀。用戶可以與 ChatGPT 進行實時互動,提出具體的問題或需求,得到針對性的答案和建議。其可以整合和引用來自不同來源的資料和報告,為我們提供全面和多角度的視野。善於通過問答的方式可以更好更快地獲取研究信息。


關於我們

Spectrum Labs 是一個由專注於區塊鏈研究的碩士和博士,以及區塊鏈行業內部的資深人士組成的團隊。我們致力於區塊鏈研究鏈技術及其應用,以幫助人們更好地了解區塊鏈。Spectrum Labs的主要業務包括研究報告的撰寫、課程的編寫和工具的開發。


Alibaba Cloud Academy 是阿里雲的官方培訓和認證機構,致力於為全球用戶提供針對阿里雲技術和解決方案的綜合培訓。這個學院為不同水平和領域的用戶設計了一系列課程,無論是雲計算初學者還是專業的解決方案架構師,都可以在這裡找到合適的培訓資源。

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