作者：雨中狂睡
之前有提过一嘴 BTC 生态，里面特意提到了 Stacks 与其中本聪升级。今天就顺着这茬继续和大家聊聊 Stacks 这个项目。
先来快速和大家过一下 Stacks 的基础信息。(Stacks 是一个老项目了，这些信息就简单看看）
从我个人的角度来讲， $STX 从不会缺席市场对于 BTC 生态的炒作，但以前的炒作更像是“空中楼阁”，没有地基。在中本聪升级之后，Stacks 将会通过更高的性能和 sBTC 给予市场更高的预期。
那么，中本聪升级到底升级了啥呢？
之前 Stacks 的区块确认时间是跟随的比特币的（PoX 共识机制），出块时间大概是 10 分钟左右。这也就是意味着，作为比特币 Layer2，Stacks 是不合格的，它虽然继承了比特币的安全性，但并没有在 Layer1 的基础上提升足够的性能。
而在中本聪升级之后，据灰度测算，Stacks 的区块时间和 Gas 费从 6min/6.65u 降低到了 5s/0.25u。
更高的性能意味着更好的用户体验，更好的体验意味着对用户和开发者更高的吸引力。它将成为 Stacks 生态发展的基础。比如说，之前在 Stacks 上炒 meme 其实很累，现在会轻松许多。我们也可以看到 Stacks DeFi 的更多可能，比如更广泛的 DeFi 产品和更广泛的 DeFi 参与者。
还有一点，Stacks 正在优化中本聪升级以实现更低的延迟和更高带宽。
思路上，Stacks 还是在致力于解决 Stacks 之前的弊病，以实现更高的性能。更高的性能才有机会与其他高性能 Layer1/Layer2 竞争。
提及 DeFi，在中本聪升级之后，sBTC 升级将于 12 月初发生（最早），明年 1 月及以后将会进行更多的升级。中本聪升级是 sBTC 升级的基础，12 月初的升级将优化 Stacks 代币发行机制，并启动 sBTC。
btw，希望它不要像中本聪升级那样一拖再拖。
升级后 sBTC 将有可能成为加密市场中重要的资产之一（之前 $WBTC 的幺蛾子也是 cbBTC、sBTC 发展的助力，Coinbase 也下架了 $WBTC ）。
对于 sBTC 而言，最值得关注的是其采用指标。我们也可以看到 Stacks 正在努力推动 sBTC 的采用，比如与比特币 ATM 运营商 Coinflip 合作，集成 Stacks 和 sBTC，比如将 sBTC 引入 Aptos、Solana 等等。
对于 sBTC 而言，cbBTC 的增长模式非常值得参考。比如扶持 Moonwell，用 $WELL 代币（并拉盘 $WELL）奖励来推动 cbBTC 的采用。（而且 Stacks 很有钱，最近还进行了一次 2000 万美元的新融资，他们完全可以用白花花的银子来激励 sBTC 的采用，比如在 Stacks、Aptos 和 Solana 的借贷协议上激励 sBTC 的采用）
总体来看，Stacks 的整体预期还可以：中本聪升级带来了更高的性能，并引入 sBTC 作为 Stacks 生态的核心资产，Stacks 雄厚的实力又提高了 sBTC 的采用预期。
最后，歪个题。最近老公链们都在搞升级，比如 Fantom Sonic、Avalanche9000，它们的核心目的都是要推动公链采用。可以预见的是，未来几个月还是蛮精彩的，公链大战又要开始咯～
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