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Andreessen Horowitz(如果您了解的話,請輸入 a16z)管理約 500 億美元的投資者資產,使其成為全球規模最大的創投基金之一。
Venture capital behemoth Andreessen Horowitz (a16z) has just dropped its annual State Of Crypto report, and it’s packed with insights on the latest trends and opportunities in the crypto world. I’ve combed through the report and picked out a few key takeaways that might be useful for investors.
創投巨頭 Andreessen Horowitz (a16z) 剛剛發布了年度加密貨幣現狀報告,其中充滿了對加密貨幣世界最新趨勢和機會的見解。我整理了這份報告,並挑選出了一些可能對投資者有用的關鍵要點。
1. Crypto activity is booming, and Solana (SOL) is leading the pack.
1. 加密貨幣活動蓬勃發展,Solana (SOL) 處於領先地位。
According to a16z, there were more monthly active crypto addresses in September than ever before. Over 220 million wallet addresses interacted with a blockchain at least once during that month, which is more than three times the number of active addresses a year earlier.
據 a16z 稱,9 月的每月活躍加密地址數量比以往任何時候都多。當月,超過 2.2 億個錢包位址至少與區塊鏈互動過一次,這是一年前活躍位址數量的三倍多。
While one address doesn’t necessarily equate to one user (since many people create multiple addresses for different purposes), the uptick in activity is still significant. In fact, the growth in the number of active wallet addresses (shown in orange on the chart) over the past few years has been comparable to the surge in internet use (green) during the 1990s.
雖然一個地址並不一定等同於一個使用者(因為許多人出於不同目的創建多個地址),但活動的成長仍然很顯著。事實上,過去幾年活躍錢包地址數量(圖表中橙色部分)的增長與 20 世紀 90 年代互聯網使用量(綠色)的激增相當。
Now, let’s zoom in on a specific blockchain that’s been attracting a lot of attention: Solana. A large portion of these active addresses were attributed to Solana, with over 100 million crypto addresses interacting with the blockchain in September alone. This makes Solana the most used blockchain by that metric.
現在,讓我們專注於一個引起廣泛關注的特定區塊鏈:Solana。這些活躍地址中有很大一部分來自 Solana,光是 9 月就有超過 1 億個加密位址與區塊鏈互動。這使得 Solana 成為該指標中使用最廣泛的區塊鏈。
But that’s not all. Solana’s developer community is also expanding rapidly. A16z collected data from thousands of crypto projects, and 11.2% of founders said they are either building on, or would like to build on, Solana.
但這還不是全部。 Solana 的開發者社群也在迅速擴大。 A16z 收集了數千個加密項目的數據,11.2% 的創辦人表示他們正在或希望在 Solana 的基礎上進行建置。
For context, that was second only to Ethereum (20.8%), and more than twice the builder interest that Solana had last year.
就背景而言,這一數字僅次於以太坊(20.8%),是 Solana 去年建造者興趣的兩倍多。
2. Stablecoins are crypto’s “killer app”, and ether (ETH) could benefit.
2. 穩定幣是加密貨幣的“殺手級應用”,以太幣(ETH)可能會受益。
A16z also highlighted the impressive growth of stablecoins, which are cryptocurrencies designed to track the price of regular currencies like the US dollar. According to the report, a staggering $8.5 trillion worth of stablecoin transactions were processed in the second quarter.
A16z 也強調了穩定幣的驚人成長,穩定幣是一種旨在追蹤美元等常規貨幣價格的加密貨幣。報告稱,第二季穩定幣交易達到驚人的 8.5 兆美元。
To put that into perspective, that’s more than double the transaction volume handled by Visa and over 20 times the volume processed by PayPal during the same period.
從這個角度來看,同期 Visa 處理的交易量是 Visa 處理的交易量的兩倍多,PayPal 處理的交易量的 20 倍以上。
And here’s why stablecoins have become so popular: they offer a fast and cheap way to send money across borders, compared to traditional methods like wire transfers. An international wire transfer costs about $44, according to the report, while a similar stablecoin maneuver now costs just $1 on the Ethereum blockchain and less than one cent on Coinbase’s Base blockchain.
這就是穩定幣如此受歡迎的原因:與電匯等傳統方法相比,它們提供了一種快速且廉價的跨國匯款方式。報告稱,國際電匯費用約為 44 美元,而類似的穩定幣操作現在在以太坊區塊鏈上僅需 1 美元,在 Coinbase 的 Base 區塊鏈上則不到 1 美分。
Currently, Tether’s USDT token has the largest share of the stablecoin market, followed by Circle’s USDC. These projects typically buy dollars and other securities, such as US Treasuries, to back their stablecoins one-for-one with the greenback.
目前,Tether 的 USDT 代幣在穩定幣市場中佔有最大份額,其次是 Circle 的 USDC。這些項目通常購買美元和其他證券(例如美國國債),以與美元一對一地支持其穩定幣。
And they buy a lot of them: stablecoins are now the 20th biggest holder of US debt securities, according to the report. So, rather than being a “threat” to the dollar, they’re actually helping to support its status as the global reserve currency.
他們購買了很多穩定幣:報告稱,穩定幣現在是美國債務證券的第 20 大持有者。因此,它們實際上不是對美元構成“威脅”,而是在幫助支撐美元作為全球儲備貨幣的地位。
Now, Ethereum still dominates the stablecoin market – both through its own blockchain and the “Layer 2” blockchains that help it handle the heavy workload. Think of these Layer 2 blockchains as extra lanes on the Ethereum highway, designed to speed up the traffic.
現在,以太坊仍然主導著穩定幣市場——透過自己的區塊鏈和幫助其處理繁重工作量的「第二層」區塊鏈。將這些第 2 層區塊鏈視為以太坊高速公路上的額外車道,旨在加快交通速度。
These Layer 2 networks process transactions on their own blockchains and then settle them back on Ethereum. They combine the security of Ethereum with the speed and cost efficiency of Layer 2 blockchains.
這些第 2 層網路在自己的區塊鏈上處理交易,然後將其結算回以太坊。它們將以太坊的安全性與第 2 層區塊鏈的速度和成本效率結合起來。
With most stablecoin projects running on Ethereum (for its security) and consuming ether for transaction fees, increased stablecoin usage could lead to more demand for ether. And ether could be getting scarcer, too.
由於大多數穩定幣項目都在以太坊上運行(出於安全考慮)並消耗以太幣來支付交易費用,因此穩定幣使用量的增加可能會導致對以太幣的需求增加。以太幣也可能變得越來越稀缺。
3. DeFi and AI are crypto’s next frontier, with Near Protocol (NEAR) attracting developer interest.
3. DeFi 和 AI 是加密貨幣的下一個前沿領域,Near Protocol (NEAR) 吸引了開發者的興趣。
Decentralized finance (DeFi) remains the biggest arena for crypto innovation, attracting the most developer activity (24.8%) and daily crypto usage (34%). Currently, about $169 billion is locked inside thousands of DeFi protocols. To give you an idea of how quickly DeFi has grown, there were only a few billion dollars locked in DeFi protocols in
去中心化金融(DeFi)仍然是加密貨幣創新的最大領域,吸引了最多的開發者活動(24.8%)和日常加密貨幣使用量(34%)。目前,大約 1,690 億美元被鎖定在數千個 DeFi 協議中。為了讓您了解 DeFi 的發展有多快,2017 年 DeFi 協議中鎖定的資金只有幾十億美元。
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