Base 加速，其 AI 相關代幣激增，但 Solana 仍主導 L2 競技場

Base——由美國主流加密貨幣交易所 Coinbase 孵化的 L2 網路——開啟了新的一年，在鏈上活動中實現了新的里程碑

Base, the L2 network incubated by dominant U.S. crypto exchange Coinbase, has seen its onchain activity explode over the past year, largely driven by the popularity of tokens related to artificial intelligence agents.

Base 是由美國主流加密貨幣交易所 Coinbase 孵化的 L2 網絡，在過去一年中，其鏈上活動呈爆炸式增長，這主要是由與人工智慧代理相關的代幣的流行推動的。

According to data from blockchain analytics firm Artemis, the number of daily active addresses on Base has climbed from under 70,000 in January 2024 to a new all-time high of three million on Wednesday.

根據區塊鏈分析公司 Artemis 的數據，Base 的每日活躍地址數量已從 2024 年 1 月的不到 7 萬個攀升至週三的 300 萬個歷史新高。

Meanwhile, the network’s daily transactions reached 13.4 million, representing a roughly 3,521% increase in the past year from under 375,000 transactions.

與此同時，該網路的每日交易量達到 1,340 萬筆，較去年的不到 375,000 筆交易增長了約 3,521%。

Part of this surge in activity can be attributed to the popularity of tokens related to AI agents stemming from Virtuals, a protocol that enables users to create AI agents and roll out a corresponding cryptocurrency.

這種活動激增的部分原因可歸因於與源自 Virtuals 的 AI 代理相關的代幣的流行，Virtuals 是一種協議，使用戶能夠創建 AI 代理並推出相應的加密貨幣。

AI agents are artificial intelligence systems that can operate semi-autonomously to perform various tasks such as digesting online information, posting on social media and even trading crypto.

人工智慧代理是人工智慧系統，可以半自主運作來執行各種任務，例如消化線上資訊、在社群媒體上發布甚至交易加密貨幣。

The protocol’s native token VIRTUAL and AIXBT, the cryptocurrency associated with the largest AI agent from Virtuals by market cap, are among the most traded coins on Aerodrome, a widely used decentralized exchange native to Base.

該協議的原生代幣VIRTUAL 和AIXBT（按市值計算，與Virtuals 最大的人工智慧代理相關的加密貨幣）是Aerodrome 上交易量最大的代幣之一，Aerodrome 是Base 原生的廣泛使用的去中心化交易所。

On Thursday, VIRTUAL climbed to an all-time high in price at $5.07, for a market cap of $5 billion, and on Wednesday, AIXBT reached its record mark, crossing a market cap of more than $650 million, per CoinGecko.

根據 CoinGecko 報導，週四，VIRTUAL 的價格攀升至 5.07 美元的歷史新高，市值達到 50 億美元；週三，AIXBT 達到歷史新高，市值突破 6.5 億美元以上。

The price increases of VIRTUAL and AIXBT coincide with substantial interest in the intersection of artificial intelligence and blockchain technology. According to AI startup Kaito, artificial intelligence makes up more than 57% of the crypto users’ total mindshare.

VIRTUAL 和 AIXBT 的價格上漲與人們對人工智慧和區塊鏈技術交叉的濃厚興趣相一致。據人工智慧新創公司 Kaito 稱，人工智慧佔加密貨幣用戶總思維份額的 57% 以上。

Even though Base is seeing its address and transaction count grow, its figures are still comparatively less than Solana’s activity metrics.

儘管 Base 的地址和交易數量不斷增長，但其數據仍然低於 Solana 的活動指標。

As of Wednesday, Solana’s daily active address stands above five million, 70% more than Base’s three million, while Solana’s daily transaction count was 56.8 million, more than quadruple Base’s figures for the same day, per Artemis.

據Artemis 稱，截至週三，Solana 的每日活躍地址數已超過500 萬，比Base 的300 萬多了70%，而Solana 的每日交易量為5680 萬筆，是Base 當天交易量的四倍多。

Daily active addresses and transactions in the since 2024 for Base and Solana (Artemis)

自 2024 年以來 Base 和 Solana (Artemis) 的每日活躍地址和交易

On New Year’s Day, Base creator Jesse Pollak asked on X (formerly Twitter), “If you were me, how would you onboard @solana traders to making their first money on @base?”

元旦那天，Base 創始人 Jesse Pollak 在 X（以前稱為 Twitter）上問道：“如果你是我，你會如何讓 @solana 交易者在 @base 上賺到第一筆錢？”

His inquiry on how to help Solana users transition to Base sparked strong criticism, highlighting a tension between those in the Base and Solana ecosystems.

他關於如何幫助 Solana 用戶過渡到 Base 的詢問引發了強烈批評，凸顯了 Base 和 Solana 生態系統之間的緊張關係。

Chase Barker, who was head of developer ecosystem for the Solana Foundation until December, said on X, “There’s a reason Base is literally begging for Solana users. They are a corporate bank with no soul, pulling out every trick in the corporate playbook.”

Chase Barker 在 12 月之前一直擔任 Solana 基金會開發者生態系統負責人，他在 X 上表示：「Base 乞求 Solana 用戶是有原因的。他們是一家沒有靈魂的企業銀行，使出了企業劇本中的所有伎倆。

Kevin Sekniqi, the co-founder of Ava Labs, argued that Coinbase shouldn’t focus on trying to take users away from Solana, but instead focus on expanding the industry overall.

Ava Labs 聯合創辦人 Kevin Sekniqi 認為，Coinbase 不應專注於試圖從 Solana 奪走用戶，而應專注於擴展整個產業。

Pollak’s inquiry about onboarding Solana traders to Base comes roughly a week after Solana Foundation president Lily Liu said on the Unchained podcast that Base cannot compete with Solana in the long term, sparking a firestorm on X.

大約一週前，Solana 基金會主席 Lily Liu 在 Unchained 播客上表示，從長遠來看，Base 無法與 Solana 競爭，這在 X 上引發了軒然大波，之後 Pollak 就 Solana 交易員加入 Base 進行了詢問。

Liu argued that L2 networks, namely ones created by corporations such as Coinbase, are “far worse” than being parasitic to the Ethereum parent chain. “It’s cannibalistic,” said Liu, saying she believes L2s siphon value from Ethereum’s base layer since assets are bridged onto corporate L2 chains, such as Base.

Liu 認為，L2 網絡，即由 Coinbase 等公司創建的網絡，比寄生於以太坊母鏈「糟糕得多」。 「這是自相殘殺，」Liu 說，她認為 L2 會從以太坊的基礎層吸取價值，因為資產橋接到企業 L2 鏈上，例如 Base。

Her comments generated strong pushback from multiple Ethereum community members, such as Luke Youngblood of Moonwell, who said, “she is also conveniently ignoring some key factors that make Ethereum more likely to succeed than Solana.”

她的言論引起了多個以太坊社區成員的強烈反對，例如 Moonwell 的 Luke Youngblood，他表示，“她還很方便地忽略了一些使以太坊比 Solana 更有可能成功的關鍵因素。”