想起来一个有意思的专题。 @OrderlyNetwork 和 @skate_chain 这俩项目,其实是完全相同的叙事。做了不同的技术选型,和市场策略。是难得的对照组实验。我来对比总结一下 1.叙事:“跨链 + 模块化基础设施” 赛道选手:都以 OP Stack 为底座,通过 SDK 把复杂跨链或交易逻辑隐藏在后台,来做全链swap的基础设施。以农村包围城市的路线,冲击一线swap。 2.完全不同的技术选型 跨链 orderly:Omnichain(链下撮合,链上结算) skate:链抽象 核心模块 oderly:clob地单薄 skate:amm核心产品 流动性机制 orderly:永续+聚合订单簿+omni流动性 skate:共享现货流动池 开发者友好 skate:分钟级集成 SDK,无状态 App 部署,支持跨链vmapp创建 orderly:白标 SDK(1-2 周建 DEX),无代码 Orderly One;API 支持 bot/arbitrage。 3.市场表现 tvl skate:73万 orderly:3900万 推特粉丝 skate:68万 orderly:39万 4.优劣势: skate: 真正跨 VM 互操作,减少桥接;新兴链即时流动性。 依赖 hub 链同步,可能有最终性延迟;AMM 滑点在大额订单仍存。 orderly: CEX-like 体验 + DeFi 安全;衍生品深度领先。 订单簿需高流动性维护;AMM 仅辅助,非核心。 这么比下去没完没了了。不能说谁比谁优秀,两个技术路线是互补的。实现了相同的业务场景 早知道内容这么多不如写文章了。就对比到这儿吧 @KaitoAI @xeetdotai @River4fun
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