Dappradar Q1 2025報告：Defi TVL暴跌，而AI和Social Dapps則在售價$ 2B的黑客攻擊中激增

根據Dappradar的最新報告，2025年第一季度為分散申請（DAPP）的行業提供了混合袋。

The first quarter of 2025 presented a mixed bag for the decentralized application (dapp) industry, according to the latest report by DappRadar. While the total value locked (TVL) in decentralized finance (DeFi) protocols experienced a significant 27% drop, the report highlighted explosive growth in the adoption of AI and social dapps.

根據Dappradar的最新報告，2025年第一季度為分散申請（DAPP）的行業提供了一個混合的袋子。儘管分散融資（DEFI）協議中的總價值鎖定（TVL）卻有27％的下降幅度顯著下降，但該報告強調了AI和社會DAPP的採用爆炸性​​增長。

The industry also grappled with substantial losses exceeding $2 billion due to various hacks, exploits, and scams, painting a picture of a dynamic yet volatile landscape.

由於各種黑客，漏洞利用和騙局，該行業還遭受了超過20億美元的巨額損失，並繪製了動態但動蕩的景觀的照片。

DeFi Sector Faces Sharp Decline

Defi部門面臨急劇下降

Attributing the downturn to “broader economic uncertainty and the lingering aftershocks of the catastrophic $1.4 billion Bybit exploit” in February, total value locked (TVL) in DeFi protocols decreased by 27% quarter-on-quarter to $156 billion.

2月，災難性14億美元的14億美元bybit bybit利用的倒退歸因於“更廣泛的經濟不確定性和揮之不去的餘震”，Defi協議中的總價值鎖定（TVL）降低了27％的四分之一季度，至1.56億美元。

Further compounding the fall was Ethereum’s 45% price reduction to $1,820 during the same period.

在同一時期，以太坊的價格降低到1,820美元，以太坊的跌倒進一步更加複雜。

The biggest blockchain by TVL, Ethereum saw frozen value drop 37% to $96 billion. Other big networks weren’t spared either; Sui suffered the most among top-10 blockchains, with TVL falling 44% to $2 billion. TVL declines above 30% also occurred at Solana, Tron, and Arbitrum.

以太坊是TVL最大的區塊鏈，凍結的價值下降了37％，至960億美元。其他大型網絡也無法倖免。 SUI在前十名的區塊鏈中遭受最大的損失，TVL下跌44％至20億美元。 TVL下降了30％以上，也發生在Solana，Tron和intimum。

“Blockchains that experienced a larger volume of DeFi withdrawals and had a smaller share of stablecoins locked in their protocols faced extra pressure on top of the falling token prices,” observed DappRadar’s paper.

Dappradar的論文說：“區塊鏈經歷了較大的Defi撤離，並且鎖定在協議中的穩定股份較小，在代幣價格下降的基礎上面臨額外的壓力。”

Berachain Bucks the Trend Among Top 10 Blockchains

Berachain在前10個區塊鏈中降低了趨勢

In contrast to the overall market challenges, recently introduced Berachain achieved the quarter’s best performance. Berachain is the only top-10 blockchain showing positive increase since its February 6 mainnet debut; it earned an amazing $5.17 billion in TVL by March 31.

與總體市場挑戰相反，最近引入的貝拉辛取得了該季度的最佳表現。自2月6日的Mainnet首次亮相以來，Berachain是唯一的前十名區塊鏈，顯示出正面的增長。到3月31日，它在TVL中獲得了驚人的51.7億美元。

This outstanding result follows a pattern of success with a Token Generation Event distributing $632 million worth of BERA tokens, the launch of developer-focused testnet Bepolia, and a significant $142 million fundraising round revealed in late March.

這一出色的結果是成功的模式，即代幣一代活動分發了價值6.32億美元的BERA代幣，以開發人員為中心的Testnet Bepolia的發射以及3月下旬透露了1.42億美元的籌款回合。

The economic optimism sparked by Optimism’s upcoming Airdrop on February 28 also contributed to a surge in TVL on Optimism, which climbed to $1.64 billion by the end of Q1.

樂觀情緒在2月28日即將到來的Airdrop引發的經濟樂觀情緒也導致了TVL的樂觀激增，到第1季度結束時，樂觀情緒攀升至16.4億美元。

This optimism was further fueled by the introduction of a legal framework for crypto in Argentina, which led to a surge in activity in the country, particularly in the DeFi sector.

在阿根廷引入了加密貨幣的法律框架，這進一步推動了這種樂觀，這導致該國的活動激增，尤其是在德國領域。

The report also noted the emergence of "the first generation of hybrid decentralized autonomous organizations (DAOs) that combine elements of centralized and decentralized governance."

該報告還指出，“第一代混合自主組織（DAOS）結合了集中和分散治理的要素”的出現。

These hybrid DAOs, such as Uniswap and Aave, are "attempting to navigate the complexities of managing large-scale protocols with the responsiveness and efficiency of centralized organizations."

這些混合道路（例如UNISWAP和AAVE）“試圖通過集中組織的響應能力和效率來管理管理大規模協議的複雜性”。

The report highlighted the growing pains of the nascent Web3 industry as it tries to balance innovation with economic stability.

該報告強調了新生的Web3行業的日益嚴重的痛苦，因為它試圖在創新與經濟穩定之間取得平衡。

AI and Social Applications Show Promise Despite Overall Hardship

儘管總體上困難，AI和社交應用仍顯示出希望

While DeFi struggled, daily unique active wallets (DUAW) interacting with AI systems soared by 29% to reach an average of 2.6 million monthly users. Similarly, social applications experienced a 10% increase in DUAW, reaching 2.8 million, demonstrating resilience against broader market headwinds.

儘管Defi掙扎著，但每天獨特的活動錢包（Duaw）與AI系統互動飆升了29％，平均每月260萬用戶。同樣，社交應用的Duaw增長了10％，達到280萬，證明了對更廣泛的市場逆風的韌性。

“There was explosive development in artificial intelligence agent protocols. They’re here, and they’re changing new user behaviors—they’re no more a concept or a promise but a reality that people can interact with now,” noted DappRadar.

Dappradar指出：“在人工智能代理協議中存在爆炸性的發展。它們在這裡，正在改變新的用戶行為 - 他們不再是概念或諾言，而是人們現在可以與之互動的現實。”

Among the leading AI apps were Dmail Network, a distributed AI-powered email system, and Balance, an interactive entertainment platform funded by a16z where users build AI agents. Another app, LOL, a Telegram-based emotional analysis platform, rewarded actual laughter with tokens.

領先的AI應用程序包括DMAIL Network，這是一個分佈式AI驅動的電子郵件系統，以及Ballane，這是由用戶構建AI代理的A16Z資助的交互式娛樂平台。另一個基於電報的情感分析平台LOL，用令牌獎勵了實際的笑聲。

The report also highlighted the growing popularity of Real World Assets (RWAs) in the NFT sector, with Courtyard showcasing the tokenization of actual artifacts, offering a glimpse into the future of NFTs merging with the physical world.

該報告還強調了NFT領域的現實世界資產（RWA）的日益普及，庭院展示了實際人工製品的令牌化，從而瞥見了NFTS與物理世界合併的未來。

NFT Market Shrinks But Shows Promise in New Trends

NFT市場縮小，但在新趨勢中顯示出希望

The NFT industry saw a 25% drop in trade volume to $1.5 billion, with OKX's NFT marketplace taking the top spot at $606 million in sales, narrowly edging out OpenSea's $599 million and Blur's $565 million.

NFT行業的貿易銷量下降了25％，至15億美元，OKX的NFT市場銷售額為6.06億美元，險些籌集了Opensea的5.99億美元，而Blur的5.65億美元。

PFP collections continued to dominate the space, accounting for 56% of all NFT trade volume. Among the leading PFP collections were Pudgy Penguins, which clocked in $177 million in sales, and CryptoPunks, which generated $63.6 million despite having only 477 transactions, highlighting its enduring premium positioning.

PFP收集繼續主導該空間，佔NFT貿易量的56％。領先的PFP收藏品是矮胖的企鵝，其銷售額為1.77億美元，而加密貨幣則產生了6,360萬美元，儘管只有477筆交易，突顯了其持久的高級定位。

The report also touched upon the staggering losses due to hacks, exploits, and scams, which amounted to over $2 billion

該報告還涉及由於黑客，漏洞和騙局造成的驚人損失，總計超過20億美元