EOS (EOS) Q2'24 回顾

EOS (EOS) 是一个第 1 层区块链，在委托权益证明 (DPoS) 共识机制上运行，采用开源 Antelope 协议构建

Key Insights

主要见解

EOS (EOS) is a Layer-1 blockchain that operates on a Delegated Proof-of-Stake (DPoS) consensus mechanism, built with the open-source Antelope protocol formerly known as EOSIO. The EOS Network Foundation is a non-profit organization formed from a community-driven initiative to take over the project, ensuring the protocol's continuity and revitalizing the ecosystem. This grassroots effort has led to several key upgrades, including the introduction of inter-blockchain communication (IBC), an Ethereum Virtual Machine (EVM) solution, and the successfully completed Savannah hard fork bringing transaction speed down from 6 minutes to 1 second launched on the 25th of September. For an in-depth look at EOS, please refer to our Initiation of Coverage report (IOC).

EOS (EOS) 是一个第 1 层区块链，在委托权益证明 (DPoS) 共识机制上运行，该机制采用开源 Antelope 协议（以前称为 EOSIO）构建。 EOS网络基金会是一个由社区驱动的倡议组建的非营利组织，旨在接管该项目，确保协议的连续性并振兴生态系统。这项基层努力带来了多项关键升级，包括引入区块链间通信 (IBC)、以太坊虚拟机 (EVM) 解决方案，以及成功完成的 Savannah 硬分叉，将交易速度从 6 分钟降至 1 秒。 9 月 25 日。要深入了解 EOS，请参阅我们的覆盖范围启动报告 (IOC)。

Key Metrics

关键指标

EOS’s price fell in line with the rest of the market, declining 48.18% from $1.10 to $0.57 QoQ. Despite a general price recovery across the broader crypto market in Q2'24, EOS experienced a downward trajectory. This is in contrast to majors like Bitcoin, which showed signs of recovery during the same period.

EOS 的价格与市场其他价格一致下跌，环比下跌 48.18%，从 1.10 美元跌至 0.57 美元。尽管 24 年第二季度整个加密货币市场的价格普遍回升，但 EOS 却经历了下行轨迹。这与比特币等主要货币形成鲜明对比，比特币在同一时期显示出复苏的迹象。

The overall crypto market did see a downward trend in market capitalization during this quarter, and this broader decline has been reflected in EOS’s market performance as well. EOS’s circulating market capitalization shrank by 25% QoQ, falling from $1.2 billion to $900 million. Despite the decrease in market cap, EOS improved its position in market cap rankings, climbing from 90th in Q1’24 to 79th in Q2’24. Nonetheless, the rise in ranking shows that while EOS struggled with its price and market cap, it fared better than many other similar assets in relative terms.

本季度整个加密货币市场的市值确实出现了下降趋势，这种更广泛的下降也反映在了 EOS 的市场表现上。 EOS的流通市值环比缩水25%，从12亿美元跌至9亿美元。尽管市值下降，但 EOS 在市值排名中的地位有所提高，从 24 年第一季度的第 90 位攀升至 24 年第二季度的第 79 位。尽管如此，排名的上升表明，尽管 EOS 的价格和市值都在挣扎，但相对而言，它的表现比许多其他类似资产要好。

EOS Token Unlocks and Staking

EOS 代币解锁和质押

Source: EOS Network

来源：EOS网络

Updated EOS Tokenomics Model

更新的 EOS 代币经济模型

In Q2’24, EOS implemented a transformative shift in its tokenomics reducing the maximum total token supply from 10 billion to 2.1 billion and implementing a halving schedule to reduce the rate of inflation over time. The EOS Network Foundation (ENF) proposed the new model, which was designed to provide long-term stability and predictability for users and investors. The most prominent aspect of this change is the capping of the maximum total EOS supply at 2.1 billion tokens, significantly reducing the maximum token supply and also introducing a halving mechanism to reduce future inflation over time.

在 2024 年第二季度，EOS 对其代币经济实施了变革性转变，将最大代币总供应量从 100 亿减少到 21 亿，并实施减半计划以降低通货膨胀率。 EOS网络基金会（ENF）提出了新模型，旨在为用户和投资者提供长期稳定性和可预测性。这一变化最突出的方面是将 EOS 的最大总供应量限制在 21 亿个代币，显着减少了最大代币供应量，并引入了减半机制以减少未来随着时间的推移的通货膨胀。

Updated EOS Staking Mechanisms

更新的 EOS 质押机制

The new EOS staking mechanism introduces several important updates aimed at improving both the user experience and the network's long-term security. One of the key features is the introduction of high-yield staking rewards, where users can earn compounded returns over time by staking their EOS tokens. This is supported by a dedicated pool of 250 million EOS, which will release 31.25 million EOS annually as rewards, ensuring consistent engagement from the EOS community.

新的 EOS 质押机制引入了多项重要更新，旨在改善用户体验和网络的长期安全性。其关键功能之一是引入高收益质押奖励，用户可以通过质押 EOS 代币随着时间的推移获得复合回报。这是由 2.5 亿个 EOS 的专用池支持的，该池每年将释放 3125 万个 EOS 作为奖励，确保 EOS 社区的持续参与。

In addition to these rewards, the unstaking period has been extended from 4 to 21 days, providing greater network stability and discouraging short-term speculative behavior. This extended lock-up period helps ensure that stakers remain committed to the network for longer durations, enhancing its overall security.

除了这些奖励之外，质押期限也从 4 天延长至 21 天，提供了更大的网络稳定性并抑制了短期投机行为。延长的锁定期有助于确保利益相关者在更长的时间内保持对网络的承诺，从而增强其整体安全性。

EOS has also streamlined the staking process by removing the need for users to vote for 21 block producers or designate a proxy. This change simplifies the staking experience, making it more accessible to a wider range of participants. Along with these improvements, block producers now receive additional incentives in the form of network-generated fees, tied to the growing demand for the network. These incentives are layered on top of their traditional block rewards, further encouraging their active contribution to the network’s security and scalability.

EOS 还简化了质押流程，不再需要用户投票给 21 个区块生产者或指定代理人。这一变化简化了质押体验，使更广泛的参与者更容易获得。除了这些改进之外，区块生产者现在还以网络产生的费用的形式获得额外的激励，这与网络需求的不断增长有关。这些激励措施位于传统的区块奖励之上，进一步鼓励他们对网络的安全性和可扩展性做出积极贡献。

Overall, the revamped staking mechanism not only offers increased returns for participants but also strengthens the network by promoting long-term participation, simplifying engagement, and ensuring adequate incentives for block producers to support the EOS ecosystem.

总体而言，改进后的质押机制不仅为参与者提供了更高的回报，还通过促进长期参与、简化参与并确保为区块生产者提供足够的激励来支持 EOS 生态系统，从而增强了网络。

To date, over 150M EOS has been staked, representing 7.14% of the total locked supply. Since the new staking program was launched, over 100M has been staked in 4 months, with potential staking programs launching on centralized exchanges in the future.

迄今为止，已有超过 1.5 亿个 EOS 被质押，占锁定总量的 7.14%。自新的质押计划推出以来，4个月内质押量已超过1亿，未来潜在的质押计划将在中心化交易所推出。

Network Analysis

网络分析

In Q2'24, both the daily active addresses (DAAs) and daily transactions on the EOS network saw increases QoQ. Daily transactions rose from 1.2 million to 1.6 million, representing a 33.33% increase. Similarly, the number of daily active addresses grew from 29.0K to 30.6K, reflecting a 5.52% increase.

在 2024 年第二季度，EOS 网络上的每日活跃地址（DAA）和每日交易量均环比增长。日交易量从 120 万笔增长至 160 万笔，增幅 33.33%。同样，日活跃地址数从 2.9 万个增长至 3.06 万个，增长 5.52%。

EOS saw growth in unique active addresses during Q2’24, reaching 309,421 addresses, representing a 10.01% increase QoQ. However, engagement levels, measured by the

2024 年第二季度，EOS 的独立活跃地址数量有所增长，达到 309,421 个地址，环比增长 10.01%。然而，参与度的衡量标准是