以太坊和 Polygon 在 EVM 成長和交易熱潮中佔據主導地位

以太坊和Polygon在以太坊虛擬機器（EVM）領域佔據主導地位，吸引了大部分新用戶和交易量。以太坊擁有1340 萬新用戶，而Polygon 擁有1230 萬，佔2023 年新增用戶總數的近70%。Arbitrum 緊隨其後，擁有470 萬新用戶，而第2 層協議處理的總容量超過了以太坊主網。 DeFi 仍然是新用戶的主要吸引力，以太坊第一季交易量領先，達到 120 億美元。

Ethereum and Polygon Lead Surge in EVM User Growth and Trading Volume

以太坊和 Polygon 引領 EVM 用戶成長和交易量激增

Ethereum and Polygon have continued to dominate the Ethereum Virtual Machine (EVM) ecosystem, attracting a significant majority of new users and driving the bulk of trading volume in the first quarter of 2024, according to Flipside's "New EVM Users: Q1 Snapshot" report.

根據Flipside 的「新EVM 用戶：第一季快照」報告，以太坊和Polygon 繼續主導以太坊虛擬機(EVM) 生態系統，吸引了絕大多數新用戶，並推動了2024 年第一季的大部分交易量。

As of March 27, Ethereum's mainnet had garnered an impressive 13.4 million new users, while Polygon followed closely with 12.3 million. Together, these two giants accounted for approximately 70% of all new user acquisitions across EVM chains in the first quarter. In contrast, Arbitrum, another notable player in the EVM landscape, saw a modest 4.7 million new users since the start of the year.

截至 3 月 27 日，以太坊主網已獲得令人印象深刻的 1,340 萬新用戶，而 Polygon 緊隨其後，擁有 1,230 萬用戶。第一季度，這兩家巨頭合計約佔 EVM 鏈所有新用戶獲取量的 70%。相較之下，EVM 領域的另一個著名參與者 Arbitrum 自今年年初以來新增用戶數量為 470 萬。

Despite Ethereum's historical dominance, Layer-2 protocols are gaining traction and cumulatively processing more volume. Decentralized finance (DeFi) remains a key driver for user growth, with Ethereum leading the way in trading volume with a whopping $12 billion traded in Q1. Notably, Arbitrum's new users have contributed a significant $9.5 billion in DeFi trading volume, demonstrating robust engagement despite its lower user acquisition numbers.

儘管以太坊在歷史上佔據主導地位，但第 2 層協議正在獲得關注並逐漸處理更多的資料量。去中心化金融 (DeFi) 仍然是用戶成長的關鍵驅動力，以太坊在交易量方面遙遙領先，第一季的交易量高達 120 億美元。值得注意的是，Arbitrum 的新用戶貢獻了 95 億美元的 DeFi 交易量，儘管用戶獲取量較低，但仍表現出強勁的參與度。

Base, a Layer-2 solution backed by the prominent exchange Coinbase, has exhibited remarkable growth in its new user base. Benefiting from Coinbase's efforts to simplify crypto for newcomers, Base has nearly octupled its user base since January, reaching a record 243,000 new users on March 16. This surge coincided with Bitcoin's new all-time high and marked the highest single-day new user count across EVM chains this year.

Base 是由著名交易所 Coinbase 支援的 Layer-2 解決方案，其新用戶群呈現顯著成長。受益於Coinbase 為新手簡化加密貨幣的努力，Base 自1 月以來其用戶基數幾乎增加了八倍，在3 月16 日達到創紀錄的243,000 名新用戶。這一激增恰逢比特幣創下歷史新高，並創下單日新用戶數最高紀錄今年跨 EVM 鏈。

The Ethereum dApps ecosystem showcases diversity, with a large proportion of new users engaging with a wide range of decentralized applications. However, Base exhibits the most evenly distributed dApp usage among new users, likely due to its early stage and the absence of established market leaders.

以太坊 dApp 生態系統展現了多樣性，很大一部分新用戶參與了廣泛的去中心化應用程式。然而，Base 在新用戶中表現出最均勻的 dApp 使用率，這可能是由於其早期階段且缺乏成熟的市場領導者。

Token swaps and bridging apps serve as common entry points for new users across EVM chains. Uniswap and Orbiter Finance emerged as the leading platforms in this category on Ethereum and Base, respectively. Optimism's new user activity, on the other hand, is heavily concentrated on Worldcoin, reflecting sustained interest in the project's unique approach to user onboarding.

代幣交換和橋接應用程式是 EVM 鏈上新用戶的公共入口點。 Uniswap 和 Orbiter Finance 分別成為以太坊和 Base 上這一類別的領先平台。另一方面，Optimism 的新用戶活動主要集中在世界幣上，反映出人們對該專案獨特的用戶引導方法的持續興趣。

In conclusion, Ethereum and Polygon remain the dominant forces in the EVM ecosystem, attracting the majority of new users and driving the bulk of trading volume. Layer-2 protocols are gaining momentum, and Base has emerged as a promising player benefiting from Coinbase's user-friendly onboarding. The dApps ecosystem on Ethereum is diverse, while Base offers a more evenly distributed usage pattern among new users. Token swaps and bridging apps remain key entry points, with Uniswap, Orbiter Finance, and Worldcoin holding significant market share.

綜上所述，以太坊和Polygon仍然是EVM生態系統中的主導力量，吸引了大部分新用戶並推動了大部分交易量。 Layer-2 協議正在蓬勃發展，Base 已成為一個有前途的參與者，受益於 Coinbase 的用戶友好型入門。以太坊上的 dApp 生態系統是多樣化的，而 Base 在新用戶之間提供了更均勻分佈的使用模式。代幣互換和橋接應用程式仍然是關鍵的切入點，Uniswap、Orbiter Finance 和 Worldcoin 佔據了重要的市場份額。