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Andreessen Horowitz(如果您了解的话,请输入 a16z)管理着约 500 亿美元的投资者资产,使其成为全球规模最大的风险投资基金之一。
Venture capital behemoth Andreessen Horowitz (a16z) has just dropped its annual State Of Crypto report, and it’s packed with insights on the latest trends and opportunities in the crypto world. I’ve combed through the report and picked out a few key takeaways that might be useful for investors.
风险投资巨头 Andreessen Horowitz (a16z) 刚刚发布了年度加密货币现状报告,其中充满了对加密货币世界最新趋势和机遇的见解。我梳理了这份报告,并挑选出了一些可能对投资者有用的关键要点。
1. Crypto activity is booming, and Solana (SOL) is leading the pack.
1. 加密货币活动蓬勃发展,Solana (SOL) 处于领先地位。
According to a16z, there were more monthly active crypto addresses in September than ever before. Over 220 million wallet addresses interacted with a blockchain at least once during that month, which is more than three times the number of active addresses a year earlier.
据 a16z 称,9 月份的每月活跃加密地址数量比以往任何时候都多。当月,超过 2.2 亿个钱包地址至少与区块链交互过一次,这是一年前活跃地址数量的三倍多。
While one address doesn’t necessarily equate to one user (since many people create multiple addresses for different purposes), the uptick in activity is still significant. In fact, the growth in the number of active wallet addresses (shown in orange on the chart) over the past few years has been comparable to the surge in internet use (green) during the 1990s.
虽然一个地址并不一定等同于一个用户(因为许多人出于不同目的创建多个地址),但活动的增长仍然很显着。事实上,过去几年活跃钱包地址数量(图表中橙色部分)的增长与 20 世纪 90 年代互联网使用量(绿色)的激增相当。
Now, let’s zoom in on a specific blockchain that’s been attracting a lot of attention: Solana. A large portion of these active addresses were attributed to Solana, with over 100 million crypto addresses interacting with the blockchain in September alone. This makes Solana the most used blockchain by that metric.
现在,让我们重点关注一个引起广泛关注的特定区块链:Solana。这些活跃地址中有很大一部分来自 Solana,仅 9 月份就有超过 1 亿个加密地址与区块链进行交互。这使得 Solana 成为该指标中使用最广泛的区块链。
But that’s not all. Solana’s developer community is also expanding rapidly. A16z collected data from thousands of crypto projects, and 11.2% of founders said they are either building on, or would like to build on, Solana.
但这还不是全部。 Solana 的开发者社区也在迅速扩大。 A16z 收集了数千个加密项目的数据,11.2% 的创始人表示他们正在或希望在 Solana 的基础上进行构建。
For context, that was second only to Ethereum (20.8%), and more than twice the builder interest that Solana had last year.
就背景而言,这一数字仅次于以太坊(20.8%),是 Solana 去年建设者兴趣的两倍多。
2. Stablecoins are crypto’s “killer app”, and ether (ETH) could benefit.
2. 稳定币是加密货币的“杀手级应用”,以太坊(ETH)可能会受益。
A16z also highlighted the impressive growth of stablecoins, which are cryptocurrencies designed to track the price of regular currencies like the US dollar. According to the report, a staggering $8.5 trillion worth of stablecoin transactions were processed in the second quarter.
A16z 还强调了稳定币的惊人增长,稳定币是一种旨在跟踪美元等常规货币价格的加密货币。报告称,第二季度稳定币交易额达到惊人的 8.5 万亿美元。
To put that into perspective, that’s more than double the transaction volume handled by Visa and over 20 times the volume processed by PayPal during the same period.
从这个角度来看,同期 Visa 处理的交易量是 Visa 处理的交易量的两倍多,PayPal 处理的交易量的 20 多倍。
And here’s why stablecoins have become so popular: they offer a fast and cheap way to send money across borders, compared to traditional methods like wire transfers. An international wire transfer costs about $44, according to the report, while a similar stablecoin maneuver now costs just $1 on the Ethereum blockchain and less than one cent on Coinbase’s Base blockchain.
这就是稳定币如此受欢迎的原因:与电汇等传统方法相比,它们提供了一种快速且廉价的跨境汇款方式。报告称,国际电汇费用约为 44 美元,而类似的稳定币操作现在在以太坊区块链上仅需 1 美元,在 Coinbase 的 Base 区块链上则不到 1 美分。
Currently, Tether’s USDT token has the largest share of the stablecoin market, followed by Circle’s USDC. These projects typically buy dollars and other securities, such as US Treasuries, to back their stablecoins one-for-one with the greenback.
目前,Tether 的 USDT 代币在稳定币市场中占有最大份额,其次是 Circle 的 USDC。这些项目通常购买美元和其他证券(例如美国国债),以与美元一对一地支持其稳定币。
And they buy a lot of them: stablecoins are now the 20th biggest holder of US debt securities, according to the report. So, rather than being a “threat” to the dollar, they’re actually helping to support its status as the global reserve currency.
他们购买了很多稳定币:报告称,稳定币现在是美国债务证券的第 20 大持有者。因此,它们实际上不是对美元构成“威胁”,而是在帮助支撑美元作为全球储备货币的地位。
Now, Ethereum still dominates the stablecoin market – both through its own blockchain and the “Layer 2” blockchains that help it handle the heavy workload. Think of these Layer 2 blockchains as extra lanes on the Ethereum highway, designed to speed up the traffic.
现在,以太坊仍然主导着稳定币市场——通过自己的区块链和帮助其处理繁重工作量的“第二层”区块链。将这些第 2 层区块链视为以太坊高速公路上的额外车道,旨在加快交通速度。
These Layer 2 networks process transactions on their own blockchains and then settle them back on Ethereum. They combine the security of Ethereum with the speed and cost efficiency of Layer 2 blockchains.
这些第 2 层网络在自己的区块链上处理交易,然后将其结算回以太坊。它们将以太坊的安全性与第 2 层区块链的速度和成本效率结合起来。
With most stablecoin projects running on Ethereum (for its security) and consuming ether for transaction fees, increased stablecoin usage could lead to more demand for ether. And ether could be getting scarcer, too.
由于大多数稳定币项目都在以太坊上运行(出于安全考虑)并消耗以太币来支付交易费用,稳定币使用量的增加可能会导致对以太币的需求增加。以太币也可能变得越来越稀缺。
3. DeFi and AI are crypto’s next frontier, with Near Protocol (NEAR) attracting developer interest.
3. DeFi 和 AI 是加密货币的下一个前沿领域,Near Protocol (NEAR) 吸引了开发者的兴趣。
Decentralized finance (DeFi) remains the biggest arena for crypto innovation, attracting the most developer activity (24.8%) and daily crypto usage (34%). Currently, about $169 billion is locked inside thousands of DeFi protocols. To give you an idea of how quickly DeFi has grown, there were only a few billion dollars locked in DeFi protocols in
去中心化金融(DeFi)仍然是加密货币创新的最大领域,吸引了最多的开发者活动(24.8%)和日常加密货币使用量(34%)。目前,大约 1690 亿美元被锁定在数千个 DeFi 协议中。为了让您了解 DeFi 的发展有多快,2017 年 DeFi 协议中锁定的资金只有几十亿美元。
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