汇编:Alex Liu,预见新闻
我们将SUI和APTO在区块链绩效,可扩展性,生态系统和交易优势方面进行比较,并预测,在2025年底,SUI的价格将达到16美元,APT将达到22美元。
请注意,Vaneck持有SUI(SUI)和APTO(APT)。
Sui和Aptos:起源和概述
我们以前已经讨论了以太坊和Solana吸引数十亿用户进入加密字段的潜力。尽管两个生态系统都非常有吸引力,但它们代表了早期的区块链技术。自出生以来,新一代区块链不断出现,以突破这些系统的限制,包括由Facebook区块链项目DIEM成员创立的Aptos和Sui。
Diem试图为Facebook社交媒体平台创建一个稳定的支付系统,但由于监管压力而被滞留。但是,其技术实验促进了区块链领域的重大突破。 Diem最重要的遗产是移动智能合同编程语言 - 基于全球430万开发人员和第三个更快的增长率的语言开发,专门优化,以解决固体和卡迪诺·哈斯克尔(Cardano Haskell)等早期智能合同语言的缺点。 Aptos和Sui都可以为开发人员建立更快,更安全,更直观的开发环境。移动还可以帮助两台虚拟机(VM)实现更快的交易确认速度(用户确认的时间)和更高的吞吐量(系统单元的时间处理交易量)。 Move的潜力是如此巨大,基于Move的区块链的总市场价值在一年内从约50亿美元飙升至220亿美元。
核心对比度维度
区块链性能和可扩展性
生态系统
交易经验
令牌经济学
评估模型
2025年价格预测
结论和投资风险
加密开发人员社区的大小仅为JavaScript JavaScript的1/1000
数据来源:电资本,斜线数据(截至2024/12/19)
移动语言的重要性是为开发人员提供更友好的入口。加密开发人员组的大小很小 - 元(Facebook)的完整时间开发人员的数量甚至超过了整个加密行业。通过提供更有效的语言,预计Move将吸引更广泛的开发人员群体并促进实验和创新。这项创新对于发现促进大规模采用的“杀手级应用程序”至关重要。我们将区块链视为一个创新实验平台,其高估值源于培养1亿用户的能力。因为没有人可以预测下一个突破性应用程序将如何诞生,所以吸引尽可能多的开发人员尤其重要。
APTO和SUI都将移动虚拟机与高级共识机制相结合,以确保网络有效验证。这种切割 - 边缘虚拟机和共识协议的结合构成了其技术基石,该基石提供了超越先前的区块链系统的性能。在索拉纳(Solana)射击者的创新证明其局限性之前,Sui和Aptos代表了区块链技术的顶峰。
Aptos在2024/10/18(13,300 TPS)的一天中设置了3.26亿次交易(13,300 TPS)
每个区块链单日交易峰值数据来源:Artemis XYZ(截至2024/12/19)
SUI和APTO提供了关键的区块链技术,可以为数亿用户提供服务。在简化开发过程和安全性方面,两者比Solana(以复杂性交换)和以太坊(用于僵化的技术官僚治理和生态丰富的落后技术)。在战术层面,SUI和APTO为当前的加密核心案例(投机和价值转移)提供了更好的体验;战略层面为非委托应用程序(例如AI代理,社交媒体和云服务)奠定了基础。尽管未知现象级别的申请表尚不清楚,但Sui和Aptos表现出了吸引下一代区块链用户的强大潜力。
但是,是什么使这些系统如此出色?两者都是好是坏?
Sui vs. APTO:区块链性能和可扩展性
尽管分享了移动语言基因,但两者的区块链体系结构反映了不同的设计理念。每个网络使用自定义的移动语言版本来对交易处理进行独特的优化。
当交易发送到区块链时,需要修改的数据库(即“状态”)信息。区块链工程师说,这些数据库更新是“状态更改”。大多数区块链采用层次验证机制:单个验证人员是一个临时的“领导者”,负责接受交易,验证有效性(检查签名,预防双花)节点。当超过三分之二(66%)的验证达成共识时,区块链将进入下一个区块处理。
区块链体系结构可以分为两个核心组成部分:
1 Transaction processing and block construction
2 network communication and status synchronization
Increasing throughput needs to increase block capacity or optimize data processing efficiency. SUI and APTOS break through the technical boundary in different ways by customized MOVE language.
Blockchain transaction throughput = block size × block treatment speed
两者都致力于优化数据处理的规模和传播。通过分析“交易处理和阻止构造”链接中的设计差异,我们揭示了它们各自的优势和选择。
Blockchain technology ratio: restaurant operation optimization
以这种比例,SUI和APTOS的技术改进就像优化餐厅运营一样 - 加以厨房的效率,提高服务员的协调,并确保订单处理是准确而快速的。
Ethereum: Slow -rhythm Restaurant
Ethereum adopts a single -threaded state update mechanism, which needs to accumulate transactions for a long time to form a block.它的块容量很小且有限,交易必须串行处理 - 即使涉及不同的状态,也需要排队。 This combination of small blocks, low -frequency updates, and serial execution causes low throughput and severe scalability.
Analogy: Ethereum is like a restaurant with only one chef. Customers (users) submit orders through the waiter (application), with a list of limited capacity of the order. Orders that have not paid enough "Tips" (GAS fees) will be removed. After about 12 seconds, the order list is sent to the "chef" (verification). Due to limited production capacity, severe congestion must occur during the peak period. Users are complaining about long waiting, but they also hate paying high fees but have not been served.
Ethereum Restaurant: Even if the order is not conflicted, it needs to be dealt with one by one
Source: VANECK Research (2024/12/19)
SUI and Aptos: Introduce fast -restaurant for parallel processing
By allowing conflict transactions to deal with parallel treatment, the two achieved major breakthroughs. For example, simple payment or use of different applications can be performed simultaneously. Although the chain such as Solana and Monad also supports parallel, Sui and Aptos currently have the most advanced designs.
Analogy: Add a number of chefs to the kitchen. However, due to the limit of equipment, when multiple tables are clicked at the same time, insufficient oven capacity will cause some orders to line up. In the blockchain scenario, this is similar to traders to compete for the optimal price in the same DEX -conflict must be resolved, and SUI and Aptos use different solutions.
Parallel treatment to improve throughput
Source: VANECK Research (2024/12/19)
SUI: Static and parallel "Exquisite Cooking"
Using a "static parallel" mechanism similar to Solana, transactions need to be pre -stated in the read and write status part. SUI基于此判决冲突,并根据成本,接收时间等解决。
类比:在“ SUI餐厅”中,服务员(应用程序)分解了订单中涉及的厨房设备。如果两个订单需要使用相同的设备(例如披萨),则系统将预先确定处理顺序。例如:
由于共享烤箱,订单A和B有冲突。
SUI冲突预测机制
Source: VANECK Research (2024/12/19)
Aptos:动态的“法国餐”
使用类似于MONAD的“动态平行”,假设冲突很少见,则在实时检测中进行交易处理冲突。如果发现冲突(例如多项交易以争夺相同的资产),请回滚并再次对其进行排序。
类比:在“ Aptos餐厅”中,服务员无需预测厨房设备的使用。该命令直接送给“厨房管理”(调度程序),后者假设它立即处理而没有冲突。如果实际的冲突(例如多个客户争夺多个buddha cat鱼),则需要停止烹饪和重新安排。尽管看起来效率低下,但是Aptos Kitchen的速度处理能力通常可以消化这种损失。
Aptos dynamic conflict resolution
Source: VANECK Research (2024/12/23)
The deep impact of two models
Aptos development friendship
SUI execution efficiency
极端场景测试
SUI's unique advantage: local expense market and service agreement
Local expense market
类比:SUI餐厅的烹饪区是根据需求定价的(海胆意大利面不会影响牛桶),并且Aptos均匀地固定了(酸性橙汁中腌制鱼冰淇淋的需求增加,导致红色裸露的披萨升高)。
Service level protocol (SLA)
最后时间:Sui占领
Source: Circle, Project Document (2024/12/19)
For simple payment transactions, SUI realizes ultra -low delay and high throughput through two major mechanisms:
它的技术基础在于客观的状态体系结构-USDC和其他资产作为独立对象作为用户的独立对象(而不是以太坊合同簿记模型)。当两个用户同时转移时,可以处理SUI(修改其各自对象的所有权),并且Aptos/Solana需要串行访问相同的智能合约。
Aptos response: Quorum Store
Enhance through the process of optimizing the consensus process:
称重
In order to improve the DAG authentication link to improve the speed of SUI, it may be more likely to be affected by network packet loss (such as a significant speed reduction of the package by 5/100 verification). In addition, malicious verifications are greater than APTOS. Although major attacks on the POS system are still theoretical risks, this hidden danger may be magnified as ecological maturity.
Ecological status quo: sui temporarily lead
Data source: Artemis xyz (2025/1/21)
Critical application
Incentive strategy and "employment capital" risk
Both are faced with the problem of "hiring capital" -the user only comes for arbitrage rewards, and ecological sustainability is doubtful.
Developers and community popularity
Trading experience: SUI is better
SUI has built a better system for traders, which are specifically reflected in:
可编程交易块(PTB)
汽油成本机制
深书流动性层
影响:
令牌经济学比较
Unique design:
估值模型和价格预测智能合约平台(SCP)总市场价值
移动是市场股价预测结论和投资风险。 Our conclusion
现有证据表明,SUI具有其性能优势和扩展潜力更具竞争力。它独特的本地费用市场,飞行员鱼类建筑和快速渠道设计为高频交易者提供了更好的定价环境。加上强大的社区叙事能力,Sui在代币的表现和生态活动方面确立了领先地位。
However, the advantages of APTOS in development flexibility and chain stability cannot be ignored.尽管SUI目前已领先于TVL和DEX交易量之类的经济指标,但加密市场的动态变化可能会迅速扭转这种情况。 In the long run, the victory will depend on who can continue to innovate and transform technological advantages into ecological prosperity.