Base 加速，其 AI 相关代币激增，但 Solana 仍主导 L2 竞技场

Base——由美国主流加密货币交易所 Coinbase 孵化的 L2 网络——开启了新的一年，在链上活动中实现了新的里程碑

Base, the L2 network incubated by dominant U.S. crypto exchange Coinbase, has seen its onchain activity explode over the past year, largely driven by the popularity of tokens related to artificial intelligence agents.

Base 是由美国主流加密货币交易所 Coinbase 孵化的 L2 网络，在过去一年中，其链上活动呈爆炸式增长，这主要是由与人工智能代理相关的代币的流行推动的。

According to data from blockchain analytics firm Artemis, the number of daily active addresses on Base has climbed from under 70,000 in January 2024 to a new all-time high of three million on Wednesday.

根据区块链分析公司 Artemis 的数据，Base 的每日活跃地址数量已从 2024 年 1 月的不到 7 万个攀升至周三的 300 万个历史新高。

Meanwhile, the network’s daily transactions reached 13.4 million, representing a roughly 3,521% increase in the past year from under 375,000 transactions.

与此同时，该网络的每日交易量达到 1,340 万笔，较去年的不到 375,000 笔交易增长了约 3,521%。

Part of this surge in activity can be attributed to the popularity of tokens related to AI agents stemming from Virtuals, a protocol that enables users to create AI agents and roll out a corresponding cryptocurrency.

这种活动激增的部分原因可归因于与源自 Virtuals 的 AI 代理相关的代币的流行，Virtuals 是一种协议，使用户能够创建 AI 代理并推出相应的加密货币。

AI agents are artificial intelligence systems that can operate semi-autonomously to perform various tasks such as digesting online information, posting on social media and even trading crypto.

人工智能代理是人工智能系统，可以半自主运行来执行各种任务，例如消化在线信息、在社交媒体上发帖甚至交易加密货币。

The protocol’s native token VIRTUAL and AIXBT, the cryptocurrency associated with the largest AI agent from Virtuals by market cap, are among the most traded coins on Aerodrome, a widely used decentralized exchange native to Base.

该协议的原生代币 VIRTUAL 和 AIXBT（按市值计算，与 Virtuals 最大的人工智能代理相关的加密货币）是 Aerodrome 上交易量最大的代币之一，Aerodrome 是 Base 原生的广泛使用的去中心化交易所。

On Thursday, VIRTUAL climbed to an all-time high in price at $5.07, for a market cap of $5 billion, and on Wednesday, AIXBT reached its record mark, crossing a market cap of more than $650 million, per CoinGecko.

据 CoinGecko 报道，周四，VIRTUAL 的价格攀升至 5.07 美元的历史新高，市值达到 50 亿美元；周三，AIXBT 达到历史新高，市值超过 6.5 亿美元。

The price increases of VIRTUAL and AIXBT coincide with substantial interest in the intersection of artificial intelligence and blockchain technology. According to AI startup Kaito, artificial intelligence makes up more than 57% of the crypto users’ total mindshare.

VIRTUAL 和 AIXBT 的价格上涨与人们对人工智能和区块链技术交叉的浓厚兴趣相一致。据人工智能初创公司 Kaito 称，人工智能占加密货币用户总思维份额的 57% 以上。

Even though Base is seeing its address and transaction count grow, its figures are still comparatively less than Solana’s activity metrics.

尽管 Base 的地址和交易数量不断增长，但其数据仍然低于 Solana 的活动指标。

As of Wednesday, Solana’s daily active address stands above five million, 70% more than Base’s three million, while Solana’s daily transaction count was 56.8 million, more than quadruple Base’s figures for the same day, per Artemis.

据 Artemis 称，截至周三，Solana 的每日活跃地址数已超过 500 万，比 Base 的 300 万多了 70%，而 Solana 的每日交易量为 5680 万笔，是 Base 当天交易量的四倍多。

Daily active addresses and transactions in the since 2024 for Base and Solana (Artemis)

自 2024 年以来 Base 和 Solana (Artemis) 的每日活跃地址和交易

On New Year’s Day, Base creator Jesse Pollak asked on X (formerly Twitter), “If you were me, how would you onboard @solana traders to making their first money on @base?”

元旦那天，Base 创始人 Jesse Pollak 在 X（以前称为 Twitter）上问道：“如果你是我，你会如何让 @solana 交易者在 @base 上赚到第一笔钱？”

His inquiry on how to help Solana users transition to Base sparked strong criticism, highlighting a tension between those in the Base and Solana ecosystems.

他关于如何帮助 Solana 用户过渡到 Base 的询问引发了强烈批评，凸显了 Base 和 Solana 生态系统之间的紧张关系。

Chase Barker, who was head of developer ecosystem for the Solana Foundation until December, said on X, “There’s a reason Base is literally begging for Solana users. They are a corporate bank with no soul, pulling out every trick in the corporate playbook.”

Chase Barker 在 12 月之前一直担任 Solana 基金会开发者生态系统负责人，他在 X 上表示：“Base 乞求 Solana 用户是有原因的。他们是一家没有灵魂的企业银行，使出了企业剧本中的所有伎俩。”

Kevin Sekniqi, the co-founder of Ava Labs, argued that Coinbase shouldn’t focus on trying to take users away from Solana, but instead focus on expanding the industry overall.

Ava Labs 联合创始人 Kevin Sekniqi 认为，Coinbase 不应专注于试图从 Solana 夺走用户，而应专注于扩展整个行业。

Pollak’s inquiry about onboarding Solana traders to Base comes roughly a week after Solana Foundation president Lily Liu said on the Unchained podcast that Base cannot compete with Solana in the long term, sparking a firestorm on X.

大约一周前，Solana 基金会主席 Lily Liu 在 Unchained 播客上表示，从长远来看，Base 无法与 Solana 竞争，这在 X 上引发了轩然大波，之后 Pollak 就 Solana 交易员加入 Base 进行了询问。

Liu argued that L2 networks, namely ones created by corporations such as Coinbase, are “far worse” than being parasitic to the Ethereum parent chain. “It’s cannibalistic,” said Liu, saying she believes L2s siphon value from Ethereum’s base layer since assets are bridged onto corporate L2 chains, such as Base.

Liu 认为，L2 网络，即由 Coinbase 等公司创建的网络，比寄生于以太坊母链“糟糕得多”。 “这是自相残杀，”Liu 说，她认为 L2 会从以太坊的基础层吸取价值，因为资产桥接到企业 L2 链上，例如 Base。

Her comments generated strong pushback from multiple Ethereum community members, such as Luke Youngblood of Moonwell, who said, “she is also conveniently ignoring some key factors that make Ethereum more likely to succeed than Solana.”

她的言论引起了多个以太坊社区成员的强烈反对，例如 Moonwell 的 Luke Youngblood，他表示，“她还很方便地忽略了一些使以太坊比 Solana 更有可能成功的关键因素。”