以太坊、Polygon 主导 EVM 新用户，2024 年第一季度交易量增长

根据 Flipside 的“新 EVM 用户：第一季度快照”报告，尽管以太坊虚拟机 (EVM) 链不断涌现，但以太坊和 Polygon 在吸引新用户和交易量方面继续处于领先地位。以太坊新增用户 1340 万，Polygon 新增用户 1230 万，约占 2024 年第一季度所有 EVM 新用户的 70%，而 Arbitrum 新增用户 470 万。这一增长主要是由去中心化金融 (DeFi) 的主导地位推动的，以太坊交易量领先，交易量达 120 亿美元，Arbitrum 交易量达 95 亿美元。此外，EVM 链中的用户活动各不相同，与以太坊相比，Base 显示出显着的增长和分布更均匀的应用程序采用率。

Ethereum and Polygon Dominate New User Growth and Trading Volumes in Q1 2024

以太坊和 Polygon 在 2024 年第一季度的新用户增长和交易量中占据主导地位

In a comprehensive analysis of Ethereum Virtual Machine (EVM) chains, Flipside's "New EVM Users: Q1 Snapshot" report reveals that Ethereum and Polygon continue to lead the pack, attracting the majority of new users and driving significant trading volumes.

在对以太坊虚拟机（EVM）链的全面分析中，Flipside 的“新 EVM 用户：第一季度快照”报告显示，以太坊和 Polygon 继续处于领先地位，吸引了大多数新用户并推动了巨大的交易量。

As of March 27, Ethereum boasted an impressive 13.4 million new users, while Polygon followed closely behind with 12.3 million. Together, these two giants accounted for approximately 70% of all new EVM users during the first quarter of 2024.

截至 3 月 27 日，以太坊拥有令人印象深刻的 1340 万新用户，而 Polygon 紧随其后，拥有 1230 万用户。 2024 年第一季度，这两家巨头合计约占所有新 EVM 用户的 70%。

In contrast, Arbitrum, a rising star in the EVM ecosystem, has added a respectable 4.7 million users since the beginning of the year.

相比之下，EVM 生态系统中的后起之秀 Arbitrum 自今年年初以来已增加了 470 万用户。

Layer-2 Protocols Gaining Momentum

第 2 层协议发展势头强劲

While Ethereum's mainnet maintains its dominance, Layer-2 protocols are steadily gaining ground and processing a growing share of data. These protocols offer faster and cheaper transactions, making them increasingly attractive to users.

虽然以太坊的主网保持着主导地位，但第 2 层协议正在稳步取得进展并处理越来越多的数据。这些协议提供更快、更便宜的交易，使其对用户越来越有吸引力。

Decentralized finance (DeFi) remains the primary catalyst for attracting new users to EVM chains. Ethereum reigns supreme in this domain, capturing $12 billion in trading volume during Q1.

去中心化金融（DeFi）仍然是吸引新用户加入 EVM 链的主要催化剂。以太坊在这一领域占据主导地位，第一季度交易量达到 120 亿美元。

Arbitrum and Polygon Expand DeFi Footprint

Arbitrum 和 Polygon 扩大 DeFi 足迹

Arbitrum ranks second in terms of trading volume, accumulating $9.5 billion since the start of the year. The Flipside report attributes this growth to increased user activity in the platform's DeFi space.

Arbitrum 的交易量排名第二，自年初以来累计交易量达 95 亿美元。 Flipside 报告将这种增长归因于该平台 DeFi 领域用户活动的增加。

Polygon, on the other hand, has witnessed a surge in non-fungible token (NFT) activity, fueling its high new user numbers.

另一方面，Polygon 见证了不可替代代币（NFT）活动的激增，推动了其新用户数量的增长。

Base Emerges as a New Player

基地作为新玩家出现

Base, a new EVM chain from Coinbase, has made a significant impact in a short period of time. As of March 16, it has attracted a remarkable 243,000 new users, nearly octupling its user base since January.

Coinbase 的新 EVM 链 Base 在短时间内产生了重大影响。截至 3 月 16 日，它已吸引了 243,000 名新用户，几乎是 1 月份以来用户数量的八倍。

The report highlights Base's efforts to simplify cryptocurrency for novice users as a key factor in its rapid growth.

该报告强调了 Base 为新手用户简化加密货币的努力，这是其快速增长的关键因素。

Diversity in dApp Usage

dApp 使用的多样性

The analysis reveals a diverse landscape of decentralized applications (dApps) used by new users across EVM chains. Ethereum stands out with a large number of dApps attracting significant user engagement.

该分析揭示了 EVM 链上新用户使用的去中心化应用程序 (dApp) 的多样化格局。以太坊凭借大量 dApp 吸引了大量用户参与而脱颖而出。

However, Base has the highest level of even distribution in app adoption, with a difference of only 16.9% in new user volume between its top and second-most popular apps.

然而，Base 在应用程序采用率方面的均匀分布程度最高，其最受欢迎的应用程序与第二受欢迎的应用程序之间的新用户量差异仅为 16.9%。

Token Swaps and Bridging Apps Facilitate User Onboarding

代币交换和桥接应用程序促进用户入门

Token swaps and bridging apps serve as the primary entry points for new users on EVM chains. Uniswap leads the way on Ethereum, while Orbiter Finance plays a similar role on Base.

代币交换和桥接应用程序是 EVM 链上新用户的主要入口点。 Uniswap 在以太坊上处于领先地位，而 Orbiter Finance 在 Base 上扮演着类似的角色。

NFT Trading Patterns Indicate Volatility

NFT 交易模式表明波动性

NFT trading activity across EVM chains exhibits a mixed picture. While new users on Ethereum and Base are increasingly engaging in NFT transactions, activity on Polygon has experienced a significant decline from its previous highs.

跨 EVM 链的 NFT 交易活动表现出好坏参半的情况。虽然以太坊和 Base 上的新用户越来越多地参与 NFT 交易，但 Polygon 上的活动较之前的高点出现了大幅下降。

This volatility underscores the fluctuating nature of interest in NFTs and suggests that they may not maintain their dominance in the market narrative as they have in the past.

这种波动凸显了人们对 NFT 兴趣的波动性，并表明它们可能不会像过去那样在市场叙述中保持主导地位。

Specific Applications Drive User Engagement

特定应用程序推动用户参与

The report also highlights the influence of specific applications in shaping user activity on different chains. For instance, a large number of new Optimism users have been drawn to Worldcoin (WLD), hinting at a long-term community interest in certain projects.

该报告还强调了特定应用程序对不同链上用户活动的影响。例如，世界币（WLD）吸引了大量新的 Optimism 用户，这暗示了社区对某些项目的长期兴趣。

Divergence in Ecosystem Evolution

生态系统演化的分歧

Optimism's low DeFi and NFT trading volume compared to other observed chains suggests a potential divergence in its ecosystem evolution relative to other EVM chains.

与其他观察到的链相比，Optimism 的 DeFi 和 NFT 交易量较低，这表明其生态系统演变相对于其他 EVM 链存在潜在差异。

Growth Prospects for EVM Chains

EVM 链的增长前景

The report concludes by emphasizing the ongoing evolution of EVM chains and the potential for continued growth in the future. With ongoing improvements in scalability, reduced transaction fees, and the emergence of new and innovative applications, the EVM ecosystem is well-positioned to attract even more users and drive further adoption of blockchain technology.

该报告最后强调了 EVM 链的持续发展以及未来持续增长的潜力。随着可扩展性的不断提高、交易费用的降低以及新的创新应用程序的出现，EVM 生态系统已处于有利地位，可以吸引更多用户并推动区块链技术的进一步采用。