p 作者： Ash Li

上篇文章我我们主要介绍了如何研究分析一个区块链项目和利用 ChatGPT 工具去帮助我们更加细节和有效率的分析，上篇我们主要对 Arbitrum 的项目概述进行了展示，在本篇我们会继续进行对 Layer 2 项目 Arbitrum 的进一步分析。

实例演示

项目代币细节概述

其次我们可以输入相关的细节描述信息给到 ChatGPT 来帮助回答，我们发送 ”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.” 同时，如果有相关的信息没有展示出来，我们可以通过 ”you may find the XXX(information) in https://www.XXX.com/”，可以进行多次询问补充来进行完善输出内容。为了方便阅读理解，我们可以输入 “please provide all the above source to the spreadsheet markdown format” 生成表格形式的输出。之后我们可以了解一下 Arbitrum 的融资情况 (”Does Arbitrum have ICO?”) 和代币经济模型 (”Please show me the token economic information of Arbitrum”)。以下是其答复内容：

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.

生态数据和行业概览分析

在分析 Arbitrum 的项目和代币概述之后，我们可以针对 Arbitrum 生态及其所处的 Layer 2 赛道进行对比分析，我们可以输入“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.” 来筛选出来 Arbitrum 生态上的项目列表。之后我们可以通过询问 “Where can I find the status of the ecological project, such as the TVL and address number of the ecological project?” 来进行补充使得分析更加全面。生成的内容如下：

接下来我们对行业进行分析，我们可以输入“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.“ 来对以太坊的二层公链进行分析，可以更加了解整个赛道的背景和现状，目前 Arbitrum 在其中处于的位置及未来的发展情况，生成的内容如下：

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:

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.

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.

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.

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.

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.

竞品分析

在了解其生态和所处赛道的信息之后，我们也需要对比研究其他 Layer 2 的竞品，可以帮助我们更全面地了解 Arbitrum 的优势和不足，从而做出更明智的决策和策略。我们可以询问它有什么竞品品并且请 ChatGPT 对其竞品进行简单的介绍，我们可以输入 ”Arbitrum as a Layer 2 public blockchain, what are its competitors” & “please introduce the competitors in 300 words each.” 可以收到以下回复：

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

• Optimism: Another Layer 2 scaling solution that uses Optimistic Rollups to improve Ethereum's scalability.
• zkSync: Mentioned as one of the rivals to Arbitrum, it's a Layer 2 scaling solution using zkRollups technology.
• 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:

• SourceForge
• Alchemy
• Slashdot

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

然后我们可以对其和 OP 链进行一下对比，输入 “Please compare and analyze Arbitrum and Optimism in detail”，并可以详细对比相关链的信息 ”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.” 以下是答复的内容。

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:

在获取到两个链的基本信息后，我们可以赋予 ChatGPT 投资人的身份来进行投资分析，可以帮助我们拓宽思路，我们输入 “If you were an investor, after understanding and analyzing the specific situations of Arbitrum and OP, how would you choose?” 下面是回复内容：

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.

总结

在 AI 技术迅速发展的今天，合理和擅长应用 AIGC 的工具是可以快速提升我们研究的效率的。ChatGPT 可以迅速地从网络上搜索和提取与 web3 相关的最新信息和数据，为用户提供即时的市场动态和技术进展，同时基于其深度学习能力，ChatGPT 可以对 web3 的技术、应用和市场趋势进行深入的分析和解读。用户可以与 ChatGPT 进行实时交互，提出具体的问题或需求，得到针对性的答案和建议。其可以整合和引用来自不同来源的资料和报告，为我们提供全面和多角度的视野。善于通过问答的方式可以更好更快地获取研究信息。

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