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以太坊生態系統在 2024 年經歷了顯著增長,各個 L1 和 L2 網路的每週活躍錢包數量超過 1000 萬個,每週交易量達到 6000 萬筆。 Polygon 憑藉最活躍的錢包領先,而儘管網路活動激增,以太坊的代幣價格仍落後。 EIP-4844 升級和錢包抽像等技術因素以及「memecoin 彩票」推動了成長。 Coinbase 的 Base 和 Polygon 成長顯著,其中 Base 由於 memecoin 的熱潮而吸引了用戶,而 Polygon 則在 Layer 2 中擁有最多的鎖定總價值。
Ethereum Ecosystem Experiences Meteoric Surge, Surpassing 10 Million Active Wallets
以太坊生態暴漲,活躍錢包突破1000萬
The Ethereum ecosystem has ascended to remarkable heights in 2024, exhibiting unprecedented growth in wallet usage and weekly transaction volumes. According to a Dune dashboard, active weekly wallets within the Ethereum ecosystem, encompassing the mainnet and Layer-2 networks such as Polygon, Optimism, and Arbitrum, surged past the 10 million mark on April 8, establishing a record high.
以太坊生態系統在 2024 年達到了驚人的高度,錢包使用量和每週交易量呈現前所未有的成長。根據 Dune 儀表板,以太坊生態系統內的每週活躍錢包(包括主網和 Layer-2 網絡,如 Polygon、Optimism 和 Arbitrum)在 4 月 8 日飆升至 1000 萬大關,創下歷史新高。
Wallet Activity Soars
錢包活動飆升
Polygon emerges as the frontrunner in wallet count, boasting nearly 3.5 million active wallets in the preceding week. Ethereum trails closely behind with 2.3 million active wallets, followed by Arbitrum with 1.4 million. Coinbase's Base network, propelled by a surge in memecoin adoption, secures fourth place with 1.3 million weekly active wallets.
Polygon 成為錢包數量的領先者,在前一周擁有近 350 萬個活躍錢包。以太坊緊隨其後,擁有 230 萬個活躍錢包,其次是 Arbitrum,擁有 140 萬個活躍錢包。 Coinbase 的 Base 網路在 memecoin 採用激增的推動下,以 130 萬個每週活躍錢包位居第四。
Transaction Volumes Reach All-Time Highs
成交量創歷史新高
Weekly transaction volumes have also witnessed a dramatic spike, reaching an all-time high of 60 million across Ethereum's six primary networks since late February. Despite a brief decline in early March, transaction volumes have remained consistently above 60 million since March 11, indicating sustained network activity.
自 2 月底以來,以太坊六個主要網路的每週交易量也出現了戲劇性的飆升,達到了 6000 萬筆的歷史新高。儘管 3 月初出現短暫下降,但自 3 月 11 日以來交易量一直保持在 6,000 萬以上,表明網路活動持續活躍。
Similar to active wallet trends, Polygon leads the pack in weekly transactions with a commanding 27 million transactions in the past week. Base and Arbitrum follow suit with 15 million and 10 million transactions, respectively. Ethereum, plagued by persistently high transaction fees, has experienced a modest increase in activity in recent weeks, yet its transaction count remains below 10 million. Last week, users initiated 8.1 million transactions on the second-largest blockchain by market capitalization.
與活躍錢包趨勢類似,Polygon 在每週交易量方面處於領先地位,過去一周的交易量達到 2700 萬筆。 Base 和 Arbitrum 緊隨其後,分別有 1500 萬和 1000 萬筆交易。受到交易費用持續居高不下的困擾,以太坊近幾週的交易量略有增加,但交易量仍低於 1,000 萬筆。上週,用戶在市值第二大的區塊鏈上發起了 810 萬筆交易。
Technical Advancements Fuel Activity
技術進步燃料活動
Blockchain researcher Pat Doyle of Amberdata attributes the surge in network activity to several key factors. The recently implemented Ethereum EIP-4844 upgrade, dubbed proto-danksharding, has significantly reduced transaction costs on Layer-2 platforms. Additionally, wallet abstraction has simplified the onboarding process for new users, making it easier for them to participate in the ecosystem.
Amberdata 的區塊鏈研究員 Pat Doyle 將網路活動激增歸因於幾個關鍵因素。最近實施的以太坊 EIP-4844 升級(稱為 proto-danksharding)顯著降低了 Layer-2 平台上的交易成本。此外,錢包抽象化簡化了新用戶的入職流程,使他們更容易參與生態系統。
Doyle also highlights the "memecoin lottery" as a major contributing factor to the booming activity. The low barrier to entry and accessibility of decentralized exchanges (DEXs) have enabled individuals to create and trade memecoins, driving network usage and transaction volumes.
多伊爾也強調「迷因幣彩票」是活動蓬勃發展的一個主要因素。去中心化交易所 (DEX) 的准入門檻和可訪問性較低,使個人能夠創建和交易模因幣,從而推動網路使用和交易量。
Base and Polygon Emerge as Network Leaders
Base 和 Polygon 成為網路領導者
Notably, most ecosystems have experienced relatively stable numbers, with two notable exceptions: Base and Polygon. Coinbase's Layer-2 network, Base, has gained significant traction, largely due to the memecoin frenzy dominating the network. With a total value locked (TVL) of $5.25 billion, it comfortably ranks second among Layer-2s and is a member of the Optimism Superchain ecosystem.
值得注意的是,大多數生態系的數量都相對穩定,但有兩個明顯的例外:Base 和 Polygon。 Coinbase 的第 2 層網路 Base 獲得了巨大的關注,這主要是由於 memecoin 的狂熱主導了這個網路。它的總鎖定價值 (TVL) 為 52.5 億美元,在 Layer-2 中輕鬆排名第二,並且是 Optimism Superchain 生態系統的成員。
Polygon has emerged as the clear frontrunner and the most widely used network, despite its recent restructuring and rebranding from Matic Network. The platform has generated headlines with its numerous launches, integrations, and an ambitious roadmap. Polygon's Proof-of-Stake chain ranks as the sixth largest chain by TVL, holding over $950 million in assets, while its MATIC token boasts a market capitalization of $6.83 billion, making it the largest Layer-2 token.
儘管 Polygon 最近從 Matic Network 進行了重組和品牌重塑,但它已成為明顯的領跑者和使用最廣泛的網絡。該平台因其眾多的發布、整合和雄心勃勃的路線圖而成為頭條新聞。 Polygon 的權益證明鏈按 TVL 排名為第六大鏈,持有超過 9.5 億美元的資產,而其 MATIC 代幣的市值為 68.3 億美元,使其成為最大的 Layer-2 代幣。
Recent developments further cement Polygon's dominance. Nomura-backed Laser Digital unveiled a Polygon Institutional fund in March, Astar launched a zkEVM compatible with Polygon and Ethereum, and the Swiss city of Lugano integrated Polygon for public services, including tax payments and parking tickets.
最近的發展進一步鞏固了 Polygon 的主導地位。野村證券支持的 Laser Digital 在 3 月推出了 Polygon 機構基金,Astar 推出了與 Polygon 和以太坊兼容的 zkEVM,瑞士盧加諾市整合了 Polygon 的公共服務,包括納稅和停車罰單。
Ethereum's Token Price Trails Network Activity
以太坊的代幣價格跟隨網路活動
In contrast to the surge in network activity, Ethereum's token price has lagged behind the overall uptrend. Unlike many other cryptocurrencies, including Bitcoin (BTC), ETH has been unable to regain its previous all-time high, coming within 25% of that mark in mid-March.
與網路活動的激增相反,以太坊的代幣價格卻落後於整體上漲趨勢。與包括比特幣 (BTC) 在內的許多其他加密貨幣不同,ETH 一直無法恢復先前的歷史高點,在 3 月中旬僅跌至該水平的 25% 以內。
The ETH/BTC trading pair recently reached a three-year low, while competing Layer-1 (L1) platforms such as Solana have experienced both rising token prices and booming network activity.
ETH/BTC 交易對最近觸及三年來的低點,而 Solana 等競爭的 Layer-1 (L1) 平台則經歷了代幣價格上漲和網路活動蓬勃發展。
Doyle suggests that the fragmented liquidity resulting from the proliferation of Layer-2 networks, coupled with the diversion of funds towards memecoins, may be dampening ETH's price appreciation. Nonetheless, he remains optimistic and anticipates a rotation of profits from memecoin traders towards Ethereum.
Doyle 認為,Layer-2 網路激增導致的流動性分散,加上資金轉向迷因幣,可能會抑制 ETH 的價格升值。儘管如此,他仍然保持樂觀,並預計利潤將從 memecoin 交易者轉向以太坊。
Conclusion
結論
The Ethereum ecosystem continues to demonstrate remarkable resilience and growth, with active wallet counts and transaction volumes reaching unprecedented levels. While Ethereum's token price has yet to fully capitalize on the network's activity surge, the ecosystem's sustained momentum and ongoing technical advancements position it for continued success in the evolving blockchain landscape. The rise of Layer-2 networks, the simplification of onboarding processes, and the proliferation of memecoins have contributed significantly to the Ethereum ecosystem's ascendancy, paving the way for further innovation and adoption in the years to come.
以太坊生態系統持續展現出非凡的彈性和成長,活躍錢包數量和交易量達到前所未有的水平。雖然以太坊的代幣價格尚未充分利用網路活動的激增,但該生態系統的持續動力和持續的技術進步使其能夠在不斷發展的區塊鏈環境中持續取得成功。 Layer-2 網路的興起、入職流程的簡化以及 memecoin 的激增為以太坊生態系統的崛起做出了重大貢獻,為未來幾年的進一步創新和採用鋪平了道路。
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