Sei (SEI) 2024 年第 3 季回顧：網路價格、TVL 和活躍位址強勁成長

Sei (SEI) 是一個整合的通用第一層網絡，旨在成為最快的數位資產交換網絡。

Sei experienced increases across most metrics in Q3 2024. Quarterly revenue (SEI) increased 31.1% QoQ to 0.11 million SEI as average daily active addresses rose 540.8% to 32,710. This was reflected in SEI’s price, which increased 35.2% QoQ to $0.46. The token’s price finished Q3 in a strong uptrend, up 62.6% in September alone, as its market cap rank rose from 69th to 53rd.

2024 年第三季度，大多數指標的 Sei 均出現成長。這反映在 SEI 的價格中，該價格環比上漲 35.2% 至 0.46 美元。該代幣的價格在第三季結束時呈強勁上漲趨勢，僅 9 月就上漲了 62.6%，其市值排名從第 69 位上升至第 53 位。

DeFi TVL (USD) increased 254.4% QoQ to $215.8 million. While SEI’s price increase led some of this growth, DeFi TVL (SEI) still rose 162.2% QoQ to 469.2 million SEI. Yei Finance and DragonSwap continued to dominate, commanding 66.3% and 14.1% of Sei’s TVL, respectively. However, the DeFi ecosystem continued to diversify in Q3 as protocols like Yaka Finance, Filament Finance, and Vertex launched on mainnet.

DeFi TVL（美元）季增 254.4% 至 2.158 億美元。雖然 SEI 的價格上漲在一定程度上帶動了這一增長，但 DeFi TVL (SEI) 仍環比增長 162.2% 至 4.692 億 SEI。 Yei Finance 和 DragonSwap 繼續佔據主導地位，分別佔據 Sei 的 TVL 的 66.3% 和 14.1%。然而，隨著 Yaka Finance、Filament Finance 和 Vertex 等協議在主網上線，DeFi 生態系統在第三季度繼續多元化。

Sei’s circulating supply increased 15.6% QoQ to 3.52 billion due to a mix of token unlocks and staking rewards. In Q3, 659 million SEI vested. The monthly rate increased from 121.9 million to 219.7 million SEI on Sept. 15, 2024, when the one-year cliff lapsed. Now, the investor and project team allocations are vesting at a daily rate of 97.8 million per month. Ultimately, SEI tokens will continue to vest until Aug. 14, 2033, with another 656.7 million scheduled to vest in Q4’24.

由於代幣解鎖和質押獎勵的結合，Sei 的流通供應量環比增長 15.6% 至 35.2 億。第三季度，歸屬了 6.59 億 SEI。 2024 年 9 月 15 日，一年期懸崖結束後，月利率從 1.219 億 SEI 增至 2.197 億 SEI。現在，投資者和專案團隊的分配額每天每月兌現 9,780 萬枚。最終，SEI 代幣將繼續歸屬到 2033 年 8 月 14 日，另有 6.567 億枚計畫於 2024 年第四季歸屬。

The NFT sector has often led ecosystem activity on Sei. The launch of Sei V2 bucked this trend in June. Monthly active addresses (MAAs) in non-DEX DeFi led monthly ecosystem activity again in July and August. However, NFT activity rebounded in September, capping Q3 as the most active sector.

NFT 領域經常引領 Sei 上的生態系活動。 Sei V2 的推出在 6 月扭轉了這一趨勢。 7 月和 8 月，非 DEX DeFi 中的月度活躍地址（MAA）再次引領每月生態系統活動。然而，NFT 活動在 9 月出現反彈，使第三季成為最活躍的行業。

The composition of Sei’s NFT ecosystem continued to shift in Q3. While collections like Sei Punks and Sei Apes continued to lead the sector, several new collections launched on mainnet. Those included collections from Burnt Finance, YGG Sei, and Chain Runners.

Sei 的 NFT 生態系統的組成在第三季度繼續變化。雖然 Sei Punks 和 Sei Apes 等系列繼續引領該領域，但主網上也推出了幾個新系列。其中包括來自 Burnt Finance、YGG Sei 和 Chain Runners 的收藏。

Burnt Finance launched its Burnt Box collection on Aug. 21, 2024, and quickly became the second-largest NFT collection on Sei by volume. The collection features 10,000 generative Burnt Boxes that can be opened to reveal an NFT from a pool of 100 possibilities. Those possibilities include Punks, Apes, Meebits, Azuki, Moonbirds, and World of Women.Burnt Finance also launched Sei Ape Chemistry on Aug. 28, 2024, which allows users to combine three Sei Apes to create a new Sei Ape. The new Ape will inherit traits from the three Apes that were used to create it. This process can be repeated to create new generations of Sei Apes.

Burnt Finance 於 2024 年 8 月 21 日推出 Burnt Box 系列，並迅速成為 Sei 上數量第二大的 NFT 系列。該系列包含 10,000 個生成性 Burnt Box，打開這些盒子可以從 100 種可能性中揭示 NFT。這些可能性包括 Punks、Apes、Meebits、Azuki、Moonbirds 和 World of Women。新猿猴將繼承用於創建它的三隻猿猴的特徵。可以重複這個過程來創造新一代的塞猿。

YGG Sei launched its YGG Genesis collection on Aug. 29, 2024. The collection features 2,000 Genesis Punks that grant holders access to a variety of benefits within the YGG Sei ecosystem. Those benefits include priority access to future mints, a share of the protocol’s revenue, and governance rights.

YGG Sei 於 2024 年 8 月 29 日推出了 YGG Genesis 系列。這些好處包括優先使用未來的鑄幣廠、協議收入的一部分以及治理權。

Chain Runners launched its Chain Runners collection on Sept. 21, 2024. The collection features 10,000 generative Chain Runners that grant holders access to a variety of benefits within the Chain Runners ecosystem. Those benefits include priority access to future mints, a share of the protocol’s revenue, governance rights, and the ability to participate in future Chain Runners games.

Chain Runners 於 2024 年 9 月 21 日推出了 Chain Runners 系列。這些好處包括優先訪問未來的鑄幣廠、分享協議收入、治理權以及參與未來 Chain Runners 遊戲的能力。

Looking forward, the community can hope for further growth as Sei Foundation leverages its $50 million Japan Ecosystem Fund and $10 million Sei Creator Fund. DeFi momentum could also continue into Q4 as protocols throughout Sei’s ecosystem leverage incentives and points programs that proved to attract new users and assets in Q3.

展望未來，隨著 Sei 基金會利用其 5000 萬美元的日本生態系統基金和 1000 萬美元的 Sei Creator 基金，社區有望進一步發展。 DeFi 的勢頭也可能持續到第四季度，因為 Sei 生態系統中的協議利用激勵措施和積分計劃，事實證明這些計劃在第三季度吸引了新用戶和資產。