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AirDrop Research 🪂
@Theairresearch
Building the #TapeOUT# community #Tapeout# believer 🧵 $BEM supporter. Here to spread the vision, support the builders & grow the community.
Joined March 2019
825 Following    37.6K Followers
🚀 BNB Chain May Be Preparing a New L1 — And This Could Be Bigger Than a BSC Upgrade. According to the roadmap details shared by the community, BNB Chain is exploring a brand-new Layer 1 designed for high-performance applications, while BSC continues operating as usual. Here are 5 things worth watching 👇 🔹 1. A New L1 Alongside BSC This isn't about replacing BSC. The proposed L1 would operate in parallel, with native cross-chain connectivity. BSC can continue supporting its existing DeFi ecosystem, while the new chain targets more demanding applications. 🔹 2. BNB Remains at the Core The current plan reportedly keeps BNB as the core asset for gas, staking, and governance, rather than introducing a separate token. If adoption grows, the new chain could create additional utility for BNB — although actual demand will depend on usage. 🔹 3. Performance Is the Main Focus The reported targets include 200 ms blocks, approximately 20 ms pre-confirmation, and millisecond-level transaction ordering. These capabilities could be relevant to on-chain order books, high-frequency trading, and payments — sectors where infrastructure performance matters enormously. 🔹 4. The Timeline Is Getting Interesting The reported roadmap points to a public testnet in late 2026 and mainnet in early 2027. The project is still developing, so these timelines should be treated as targets rather than guarantees. 🔹 5. A Bigger Ambition for BNB Chain The on-chain trading landscape is evolving rapidly. Perpetual DEXs are demonstrating that blockchain infrastructure can support increasingly sophisticated financial markets. A high-performance L1 could be BNB Chain's attempt to compete for a larger share of that future. The key question isn't simply whether BNB Chain can launch another L1. It's whether developers, traders, and real economic activity will choose to build on it. If the execution matches the ambition, this is a roadmap worth watching closely. 👀 #BNBChain# #BNB# #Web3# #DeFi# #PerpDEX#
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BNB 链又要搞一条新L1 在BNB Chain的官方文档在10月22日更新了New L1计划。 🚀不是简单给BSC升级,而是准备重新设计一条全新的高性能L1。在文档里没有标注新链名称,标注为TBD(待定)。 看了下,几个关键信息: 1、再造一条新L1,不是替代BSC。 现有 BSC继续运营,新L1与BSC 并存,通过原生跨链桥连接。 BSC继续承载现有庞大的DeFi和应用生态,新L1则专门服务那些对交易速度、延迟和性能要求更高的业务。 2、不发新币,继续使用BNB。 新L1不会发行独立代币,继续使用BNB作为Gas、质押和治理的核心资产。这么看是做增量,如果新L1能承载更多交易、支付和泛金融业务,其实对BNB的需求也是更大的。BNB现在价格743,这下子又有预期了。 3、交易性能是重点 200毫秒出块,约20毫秒交易预确认,亚秒级交易排序等。明显是冲着高频交易、链上订单簿、支付等场景去的。 这两年Hyperliquid、Lighter、Aster等交易平台的发展,也让大家看到交易基础设施的重要性。 4、上线时间。 文档里说已经运行内部多验证者开发网,但还没有公开测试网或主网,计划2026年底推出测试网,2027年初推出主网。(握草,这不马上就快来了么?) 5、为什么要搞新链 大家对BSC的印象,更多是手续费便宜、用户多、Meme活跃,背靠币安生态。这次重新做一条L1,释放了一个很明确的信号:BNB Chain不满足于只做通用公链,而是要进一步争夺高性能链上金融基础设施的市场。 很大一部分原因丰密我觉得应该是Perp dex带来的压力与未来的潜力, 以前大家觉得链上交易只是中心化交易所的补充,现在越来越多的交易需求转向链上,最近一段时间链上Perp的日交易量合计都接近币安合约的1/3,虽然有积分激励等因素,但这个趋势是不容忽视的。 对于我们普通用户: 值得关注的是新L1开放测试网后,除了重点关注哪些新协议、新玩法和早期生态机会, 还有哪些是可以重点👀的! @BNBCHAIN @binancezh
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