Dappradar Q1 2025报告：Defi TVL暴跌，而AI和Social Dapps则在售价$ 2B的黑客攻击中激增

根据Dappradar的最新报告，2025年第一季度为分散申请（DAPP）的行业提供了混合袋。

The first quarter of 2025 presented a mixed bag for the decentralized application (dapp) industry, according to the latest report by DappRadar. While the total value locked (TVL) in decentralized finance (DeFi) protocols experienced a significant 27% drop, the report highlighted explosive growth in the adoption of AI and social dapps.

根据Dappradar的最新报告，2025年第一季度为分散申请（DAPP）的行业提供了一个混合的袋子。尽管分散融资（DEFI）协议中的总价值锁定（TVL）却有27％的下降幅度显着下降，但该报告强调了AI和社会DAPP的采用爆炸性​​增长。

The industry also grappled with substantial losses exceeding $2 billion due to various hacks, exploits, and scams, painting a picture of a dynamic yet volatile landscape.

由于各种黑客，漏洞利用和骗局，该行业还遭受了超过20亿美元的巨额损失，并绘制了动态但动荡的景观的照片。

DeFi Sector Faces Sharp Decline

Defi部门面临急剧下降

Attributing the downturn to “broader economic uncertainty and the lingering aftershocks of the catastrophic $1.4 billion Bybit exploit” in February, total value locked (TVL) in DeFi protocols decreased by 27% quarter-on-quarter to $156 billion.

2月，灾难性14亿美元的14亿美元bybit bybit利用的倒退归因于“更广泛的经济不确定性和挥之不去的余震”，Defi协议中的总价值锁定（TVL）降低了27％的四分之一季度，至1.56亿美元。

Further compounding the fall was Ethereum’s 45% price reduction to $1,820 during the same period.

在同一时期，以太坊的价格降低到1,820美元，以太坊的跌倒进一步更加复杂。

The biggest blockchain by TVL, Ethereum saw frozen value drop 37% to $96 billion. Other big networks weren’t spared either; Sui suffered the most among top-10 blockchains, with TVL falling 44% to $2 billion. TVL declines above 30% also occurred at Solana, Tron, and Arbitrum.

以太坊是TVL最大的区块链，冻结的价值下降了37％，至960亿美元。其他大型网络也无法幸免。 SUI在前十名的区块链中遭受最大的损失，TVL下跌44％至20亿美元。 TVL下降了30％以上，也发生在Solana，Tron和intimum。

“Blockchains that experienced a larger volume of DeFi withdrawals and had a smaller share of stablecoins locked in their protocols faced extra pressure on top of the falling token prices,” observed DappRadar’s paper.

Dappradar的论文说：“区块链经历了较大的Defi撤离，并且锁定在协议中的稳定股份较小，在代币价格下降的基础上面临额外的压力。”

Berachain Bucks the Trend Among Top 10 Blockchains

Berachain在前10个区块链中降低了趋势

In contrast to the overall market challenges, recently introduced Berachain achieved the quarter’s best performance. Berachain is the only top-10 blockchain showing positive increase since its February 6 mainnet debut; it earned an amazing $5.17 billion in TVL by March 31.

与总体市场挑战相反，最近引入的贝拉辛取得了该季度的最佳表现。自2月6日的Mainnet首次亮相以来，Berachain是唯一的前十名区块链，显示出正面的增长。到3月31日，它在TVL中获得了惊人的51.7亿美元。

This outstanding result follows a pattern of success with a Token Generation Event distributing $632 million worth of BERA tokens, the launch of developer-focused testnet Bepolia, and a significant $142 million fundraising round revealed in late March.

这一出色的结果是成功的模式，即代币一代活动分发了价值6.32亿美元的BERA代币，以开发人员为中心的Testnet Bepolia的发射以及3月下旬透露了1.42亿美元的筹款回合。

The economic optimism sparked by Optimism’s upcoming Airdrop on February 28 also contributed to a surge in TVL on Optimism, which climbed to $1.64 billion by the end of Q1.

乐观情绪在2月28日即将到来的Airdrop引发的经济乐观情绪也导致了TVL的乐观激增，到第1季度结束时，乐观情绪攀升至16.4亿美元。

This optimism was further fueled by the introduction of a legal framework for crypto in Argentina, which led to a surge in activity in the country, particularly in the DeFi sector.

在阿根廷引入了加密货币的法律框架，这进一步推动了这种乐观，这导致该国的活动激增，尤其是在德国领域。

The report also noted the emergence of "the first generation of hybrid decentralized autonomous organizations (DAOs) that combine elements of centralized and decentralized governance."

该报告还指出，“第一代混合自主组织（DAOS）结合了集中和分散治理的要素”的出现。

These hybrid DAOs, such as Uniswap and Aave, are "attempting to navigate the complexities of managing large-scale protocols with the responsiveness and efficiency of centralized organizations."

这些混合道路（例如UNISWAP和AAVE）“试图通过集中组织的响应能力和效率来管理管理大规模协议的复杂性”。

The report highlighted the growing pains of the nascent Web3 industry as it tries to balance innovation with economic stability.

该报告强调了新生的Web3行业的日益严重的痛苦，因为它试图在创新与经济稳定之间取得平衡。

AI and Social Applications Show Promise Despite Overall Hardship

尽管总体上困难，AI和社交应用仍显示出希望

While DeFi struggled, daily unique active wallets (DUAW) interacting with AI systems soared by 29% to reach an average of 2.6 million monthly users. Similarly, social applications experienced a 10% increase in DUAW, reaching 2.8 million, demonstrating resilience against broader market headwinds.

尽管Defi挣扎着，但每天独特的活动钱包（Duaw）与AI系统互动飙升了29％，平均每月260万用户。同样，社交应用的Duaw增长了10％，达到280万，证明了对更广泛的市场逆风的韧性。

“There was explosive development in artificial intelligence agent protocols. They’re here, and they’re changing new user behaviors—they’re no more a concept or a promise but a reality that people can interact with now,” noted DappRadar.

Dappradar指出：“在人工智能代理协议中存在爆炸性的发展。它们在这里，正在改变新的用户行为 - 他们不再是概念或诺言，而是人们现在可以与之互动的现实。”

Among the leading AI apps were Dmail Network, a distributed AI-powered email system, and Balance, an interactive entertainment platform funded by a16z where users build AI agents. Another app, LOL, a Telegram-based emotional analysis platform, rewarded actual laughter with tokens.

领先的AI应用程序包括DMAIL Network，这是一个分布式AI驱动的电子邮件系统，以及Ballane，这是由用户构建AI代理的A16Z资助的交互式娱乐平台。另一个基于电报的情感分析平台LOL，用令牌奖励了实际的笑声。

The report also highlighted the growing popularity of Real World Assets (RWAs) in the NFT sector, with Courtyard showcasing the tokenization of actual artifacts, offering a glimpse into the future of NFTs merging with the physical world.

该报告还强调了NFT领域的现实世界资产（RWA）的日益普及，庭院展示了实际人工制品的令牌化，从而瞥见了NFTS与物理世界合并的未来。

NFT Market Shrinks But Shows Promise in New Trends

NFT市场缩小，但在新趋势中显示出希望

The NFT industry saw a 25% drop in trade volume to $1.5 billion, with OKX's NFT marketplace taking the top spot at $606 million in sales, narrowly edging out OpenSea's $599 million and Blur's $565 million.

NFT行业的贸易销量下降了25％，至15亿美元，OKX的NFT市场销售额为6.06亿美元，险些筹集了Opensea的5.99亿美元，而Blur的5.65亿美元。

PFP collections continued to dominate the space, accounting for 56% of all NFT trade volume. Among the leading PFP collections were Pudgy Penguins, which clocked in $177 million in sales, and CryptoPunks, which generated $63.6 million despite having only 477 transactions, highlighting its enduring premium positioning.

PFP收集继续主导该空间，占NFT贸易量的56％。领先的PFP收藏品是矮胖的企鹅，其销售额为1.77亿美元，而加密货币则产生了6,360万美元，尽管只有477笔交易，突显了其持久的高级定位。

The report also touched upon the staggering losses due to hacks, exploits, and scams, which amounted to over $2 billion

该报告还涉及由于黑客，漏洞和骗局造成的惊人损失，总计超过20亿美元