#数字资产市场洞察 Can the Bitcoin ecosystem really change the game?

I've been pondering this question recently. Looking at the current crypto market, the landscape has actually become relatively stable. From a layered perspective, the L1 layer includes ecosystems like Ethereum's POS public chains, the L2 layer encompasses second-layer scaling solutions like Base, and the third layer—simply put—is Web2 and some launchpad applications. Some projects have already explored a paradigm: solving the capital inflow and outflow issues through this architecture.

But the problem is also evident. While this existing paradigm has addressed capital flow, it hits a critical point: the actual business logic at the L3 layer is hard to truly decentralize. Why? Because L3 needs to interact with L2, and smart contracts ultimately run on L1. This means product logic is confined within the virtual machine sandbox. Confronted with the complex and ever-changing demands of the real world, the space for decentralization is actually quite limited. So, most mature decentralized projects you see are still in the DeFi space.

However, the Bitcoin ecosystem has a unique advantage—since Bitcoin itself is extremely difficult to host virtual machines on, VM can only run on L2. This way, the specific business at L3 can be designed with a fully decentralized logic.

It's somewhat like the difference in how web pages operate. Web pages run inside browsers, so their functionality is limited by the browser's capabilities. But if an application runs on a personal computer, it can leverage all the resources of the entire machine. Once Bitcoin L2 becomes popular, it will fundamentally reshape the internet ecosystem. Because by then, the concept of companies will gradually fade, and product development and operational logic will shift toward decentralized collaboration—everyone cooperating according to a unified on-chain standard, using zero-knowledge proofs to verify deliverables.

Imagine a scenario: you design a game that might have 10 different gameplay modes from 10 small teams, with game items contributed by other independent creators, and finally someone responsible for integration. This mode requires very strong process standardization—which, coincidentally, is exactly what AI excels at. AI handles process normalization, creative workers focus on content creation, L2 verifies each step's output, and Bitcoin layer handles rights confirmation and final settlement.

This will not only disrupt existing decentralized infrastructure but also reshape the entire way the internet operates. But honestly, this should be a long-term evolutionary process, not something that happens overnight.

$BTC