隨著活動和費用達到新高，L2 鏈基於專業活動而成長

Rollups 和其他 L2 網路的活動達到了歷史新高。 L2 上的流量是以太坊交易的 4.5 倍以上

Activity on rollups and other L2 networks reached new all-time highs in early January, as per the latest data. Traffic on L2s was now more than 4.5 times higher than Ethereum transactions, signaling a permanent shift to scalable chains.

根據最新數據，一月初，匯總和其他 L2 網路的活動達到了歷史新高。 L2 上的流量現在比以太坊交易高出 4.5 倍以上，這標誌著向可擴展鏈的永久轉變。

L2 chains, led by Base, Arbitrum, and Optimism, invited more than 4.5 times the traffic of Ethereum (ETH). On the main L1 chain, transactions stabilized around 1.16M, shifting toward high-value stablecoin transfers, ETH movements, and fewer swaps or NFT activities.

以 Base、Arbitrum 和 Optimism 為首的 L2 鏈吸引了超過以太坊 (ETH) 4.5 倍的流量。在主 L1 鏈上，交易量穩定在 116 萬筆左右，轉向高價值穩定幣轉移、ETH 流動，以及較少的掉期或 NFT 活動。

L2 activity growth was mostly due to the effect of Base, but other top chains provided a robust baseline of transactions. | Source: GrowThePie

L2 活動的成長主要是由於 Base 的影響，但其他頂級鏈提供了穩健的交易基準。 |資料來源：GrowThePie

More of the complex transactions shifted to L2, where each chain holds a specific profile. DeFi activity and liquidity from stablecoins had accumulated to Arbitrum and a handful of top chains, drawing in users for easier DEX swaps.

更多複雜的交易轉移到 L2，其中每條鏈都擁有特定的配置。來自穩定幣的 DeFi 活動和流動性已經累積到 Arbitrum 和一些頂級鏈上，吸引了用戶進行更輕鬆的 DEX 交換。

As a result, L2 activity has posted new records for months. On a weekly basis, L2 activity passed the 10M users milestone, with just 1.96M for Ethereum on a weekly basis.

結果，L2 活動創下了數月來的新紀錄。以週計算，L2 活動突破了 1,000 萬用戶里程碑，而以太坊的每週活動僅 196 萬。

Users are active in the Ethereum Ecosystem – Last weeks stats:

用戶在以太坊生態系統中很活躍 – 上週統計數據：

Over 10,000,000 Addresses interacted with 1 or more Layer 2.

超過 10,000,000 個位址與 1 個或多個第 2 層互動。

Over 1,960,000 Addresses interacted with Ethereum Layer 1. pic.twitter.com/eMXlz3Yyk2

超過 1,960,000 個地址與以太坊第 1 層互動。

— growthepie.xyz 🥧📏 (@growthepie_eth) January 6, 2025

- Growthepie.xyz 🥧📏 (@growthepie_eth) 2025 年 1 月 6 日

While Base remained the leader with high-speed transactions, some of the traffic remained tied to organic DEX trading and DeFi lending on the other top L2 chains. Base also gets a boost from CbBTC traffic, while also accumulating $3.49B in value locked.

雖然 Base 仍然在高速交易方面處於領先地位，但部分流量仍然與其他頂級 L2 鏈上的有機 DEX 交易和 DeFi 借貸相關。 Base 也從 CbBTC 流量中獲得提升，同時也累積了 $3.49B 的鎖定價值。

Stablecoins are also one of the drivers of L2 adoption. In the first days of 2025, L2 held more than $11B in bridged or native stablecoins, where Arbitrum was the leader with $6.35B. Base was in second place, with $3.5B worth of stablecoins.

穩定幣也是 L2 採用的驅動因素之一。在 2025 年的最初幾天，L2 持有超過 $11B 的橋接或本地穩定幣，其中 Arbitrum 以 $6.35B 領先。 Base 排名第二，穩定幣價值 $3.5B。

The rising trend reflects the strong baseline from Arbitrum, but most of the expansion still comes from Base. The chain is among the top carriers of DeFi, through its version of Uniswap and the Aerodrome high-liquidity DEX. Arbitrum is close behind based on DeFi activity, reaching $33.6M on a daily time frame.

上升趨勢反映了 Arbitrum 的強勁基線，但大部分擴張仍來自 Base。該鏈透過其 Uniswap 版本和 Aerodrome 高流動性 DEX 躋身 DeFi 的頂級營運商之列。根據 DeFi 活動，Arbitrum 緊隨其後，每日時間範圍內達到 3,360 萬美元。

Most L2 chains slowed down significantly after the end of their airdrop mining activity. Returning to organic traffic has been a struggle for multiple chains. Base is still not officially preparing for an airdrop, though there are still expectations for a native token in the future.

大多數 L2 鏈在空投挖礦活動結束後速度顯著放緩。對於多家連鎖店來說，回歸自然流量一直是一場戰鬥。儘管人們仍然對未來的原生代幣抱有期望，但 Base 尚未正式準備空投。

L2 chains grow based on specialized activities

L2 連鎖店基於專業化活動而發展

Linea, while carrying smaller traffic, remains instrumental for L2 activity in NFT swaps and decentralized social media. Optimism serves as an all-purpose utility chain, while ZKSync Era has the biggest share of simple token transfers.

Linea 雖然承載的流量較小，但對於 NFT 交換和去中心化社交媒體的 L2 活動仍然發揮著重要作用。 Optimism 是一條通用的實用鏈，而 ZKSync Era 則在簡單代幣傳輸方面佔有最大份額。

Arbitrum is the biggest hub for cross-chain activity, with more than $15M on a daily basis. Overall, L2 do not communicate between chains, but rely on bridging and flows to and from Ethereum.

Arbitrum 是最大的跨鏈活動中心，每天的交易量超過 1500 萬美元。總體而言，L2 不在鏈之間進行通信，而是依賴橋接和進出以太坊的流量。

Additionally, dozens of smaller networks aim for specialized tasks, such as gaming or a specific DEX. However, newer networks may lack liquidity, and older ones may be unwilling to become interoperable.

此外，數十個較小的網路旨在執行專門任務，例如遊戲或特定的 DEX。然而，較新的網路可能缺乏流動性，而較舊的網路可能不願意實現互通性。

Growing L2 traffic leads to fee and block space competition

不斷增長的 L2 流量導致費用和區塊空間競爭

The growing traffic also makes L2 more expensive, with regular spikes in rent paid to Ethereum. While the rent is small compared to Ethereum’s block production incentives, there is a shift from the previous months of near-zero payments. To compare, Base at one point paid no more than $3,000 for its activity, while a recent spike led to $93,000 in daily rent paid to Ethereum.

不斷增長的流量也使得 L2 變得更加昂貴，支付給以太坊的租金經常飆升。雖然與以太坊的區塊生產激勵措施相比，租金很小，但與前幾個月接近零的支付有所不同。相比之下，Base 一度為其活動支付的費用不超過 3,000 美元，而最近的飆升導致支付給以太坊的每日租金達到 93,000 美元。

The increased on-chain activity means chain operators may choose how to post to Ethereum. Data shows Arbitrum switches between blobs and calldata, depending on which one is cheaper at the moment. However, this L2 activity actually takes up block space on Ethereum, making regular transactions more expensive.

鏈上活動的增加意味著鏈運營商可以選擇如何發佈到以太坊。數據顯示 Arbitrum 在 blob 和 calldata 之間切換，取決於目前哪一​​種更便宜。然而，這種 L2 活動實際上佔用了以太坊上的區塊空間，使得常規交易更加昂貴。

Ethereum transactions are still more expensive at $1.10, with regular price spikes for specialized tasks. Arbitrum retains $0.09 per transaction, though even L2 are not offering virtually free transfers. However, Arbitrum swaps can go as low as $0.27, while Ethereum DEX deals can cost $21.38 without special priority or additional block-builder payments.

以太坊交易仍然更貴，為 1.10 美元，特殊任務的價格會定期上漲。 Arbitrum 每筆交易保留 0.09 美元，儘管 L2 也不提供幾乎免費的轉帳。然而，Arbitrum 掉期可以低至 0.27 美元，而以太坊 DEX 交易的成本可以為 21.38 美元，無需特殊優先權或額外的區塊構建者付款。

L2 chains retain real economic activity and the top ones show robust demand. However, the L2 narrative remained subdued. A total of 127 high-profile chains were launched, each competing for either niche or mass activity.

L2 連鎖店保留了實體經濟活動，頂級連鎖店顯示出強勁的需求。然而，L2 的敘述仍然低調。總共推出了 127 家備受矚目的連鎖店，每家都在爭奪利基或大眾活動。