以太坊和 Polygon 在 EVM 增长和交易热潮中占据主导地位

以太坊和Polygon在以太坊虚拟机（EVM）领域占据主导地位，吸引了大部分新用户和交易量。以太坊拥有 1340 万新用户，而 Polygon 拥有 1230 万，占 2023 年新增用户总数的近 70%。Arbitrum 紧随其后，拥有 470 万新用户，而第 2 层协议处理的总容量超过了以太坊主网。 DeFi 仍然是新用户的主要吸引力，以太坊第一季度交易量领先，达到 120 亿美元。

Ethereum and Polygon Lead Surge in EVM User Growth and Trading Volume

以太坊和 Polygon 引领 EVM 用户增长和交易量激增

Ethereum and Polygon have continued to dominate the Ethereum Virtual Machine (EVM) ecosystem, attracting a significant majority of new users and driving the bulk of trading volume in the first quarter of 2024, according to Flipside's "New EVM Users: Q1 Snapshot" report.

根据 Flipside 的“新 EVM 用户：第一季度快照”报告，以太坊和 Polygon 继续主导以太坊虚拟机 (EVM) 生态系统，吸引了绝大多数新用户，并推动了 2024 年第一季度的大部分交易量。

As of March 27, Ethereum's mainnet had garnered an impressive 13.4 million new users, while Polygon followed closely with 12.3 million. Together, these two giants accounted for approximately 70% of all new user acquisitions across EVM chains in the first quarter. In contrast, Arbitrum, another notable player in the EVM landscape, saw a modest 4.7 million new users since the start of the year.

截至 3 月 27 日，以太坊主网已获得令人印象深刻的 1340 万新用户，而 Polygon 紧随其后，拥有 1230 万用户。第一季度，这两家巨头合计约占 EVM 链所有新用户获取量的 70%。相比之下，EVM 领域的另一个著名参与者 Arbitrum 自今年年初以来新增用户数量为 470 万。

Despite Ethereum's historical dominance, Layer-2 protocols are gaining traction and cumulatively processing more volume. Decentralized finance (DeFi) remains a key driver for user growth, with Ethereum leading the way in trading volume with a whopping $12 billion traded in Q1. Notably, Arbitrum's new users have contributed a significant $9.5 billion in DeFi trading volume, demonstrating robust engagement despite its lower user acquisition numbers.

尽管以太坊在历史上占据主导地位，但第 2 层协议正在获得关注并逐渐处理更多的数据量。去中心化金融 (DeFi) 仍然是用户增长的关键驱动力，以太坊在交易量方面遥遥领先，第一季度的交易量高达 120 亿美元。值得注意的是，Arbitrum 的新用户贡献了 95 亿美元的 DeFi 交易量，尽管用户获取量较低，但仍表现出强劲的参与度。

Base, a Layer-2 solution backed by the prominent exchange Coinbase, has exhibited remarkable growth in its new user base. Benefiting from Coinbase's efforts to simplify crypto for newcomers, Base has nearly octupled its user base since January, reaching a record 243,000 new users on March 16. This surge coincided with Bitcoin's new all-time high and marked the highest single-day new user count across EVM chains this year.

Base 是由著名交易所 Coinbase 支持的 Layer-2 解决方案，其新用户群呈现出显着增长。受益于 Coinbase 为新手简化加密货币的努力，Base 自 1 月份以来其用户基数几乎增加了八倍，在 3 月 16 日达到创纪录的 243,000 名新用户。这一激增恰逢比特币创下历史新高，并创下单日新用户数量最高纪录今年跨 EVM 链。

The Ethereum dApps ecosystem showcases diversity, with a large proportion of new users engaging with a wide range of decentralized applications. However, Base exhibits the most evenly distributed dApp usage among new users, likely due to its early stage and the absence of established market leaders.

以太坊 dApp 生态系统展现了多样性，很大一部分新用户参与了广泛的去中心化应用程序。然而，Base 在新用户中表现出最均匀的 dApp 使用率，这可能是由于其处于早期阶段且缺乏成熟的市场领导者。

Token swaps and bridging apps serve as common entry points for new users across EVM chains. Uniswap and Orbiter Finance emerged as the leading platforms in this category on Ethereum and Base, respectively. Optimism's new user activity, on the other hand, is heavily concentrated on Worldcoin, reflecting sustained interest in the project's unique approach to user onboarding.

代币交换和桥接应用程序是 EVM 链上新用户的公共入口点。 Uniswap 和 Orbiter Finance 分别成为以太坊和 Base 上这一类别的领先平台。另一方面，Optimism 的新用户活动主要集中在世界币上，反映出人们对该项目独特的用户引导方法的持续兴趣。

In conclusion, Ethereum and Polygon remain the dominant forces in the EVM ecosystem, attracting the majority of new users and driving the bulk of trading volume. Layer-2 protocols are gaining momentum, and Base has emerged as a promising player benefiting from Coinbase's user-friendly onboarding. The dApps ecosystem on Ethereum is diverse, while Base offers a more evenly distributed usage pattern among new users. Token swaps and bridging apps remain key entry points, with Uniswap, Orbiter Finance, and Worldcoin holding significant market share.

综上所述，以太坊和Polygon仍然是EVM生态系统中的主导力量，吸引了大部分新用户并推动了大部分交易量。 Layer-2 协议正在蓬勃发展，Base 已成为一个有前途的参与者，受益于 Coinbase 的用户友好型入门。以太坊上的 dApp 生态系统是多样化的，而 Base 在新用户之间提供了更均匀分布的使用模式。代币互换和桥接应用程序仍然是关键的切入点，Uniswap、Orbiter Finance 和 Worldcoin 占据了重要的市场份额。