Sei (SEI) 2024 年第 3 季度回顾：网络价格、TVL 和活跃地址强劲增长

Sei (SEI) 是一个集成的通用第一层网络，旨在成为最快的数字资产交换网络。

Sei experienced increases across most metrics in Q3 2024. Quarterly revenue (SEI) increased 31.1% QoQ to 0.11 million SEI as average daily active addresses rose 540.8% to 32,710. This was reflected in SEI’s price, which increased 35.2% QoQ to $0.46. The token’s price finished Q3 in a strong uptrend, up 62.6% in September alone, as its market cap rank rose from 69th to 53rd.

2024 年第三季度，大多数指标的 Sei 均出现增长。季度收入 (SEI) 环比增长 31.1%，达到 11 万个 SEI，平均每日活跃地址增长 540.8%，达到 32,710 个。这反映在 SEI 的价格中，该价格环比上涨 35.2% 至 0.46 美元。该代币的价格在第三季度结束时呈强劲上涨趋势，仅 9 月份就上涨了 62.6%，其市值排名从第 69 位上升至第 53 位。

DeFi TVL (USD) increased 254.4% QoQ to $215.8 million. While SEI’s price increase led some of this growth, DeFi TVL (SEI) still rose 162.2% QoQ to 469.2 million SEI. Yei Finance and DragonSwap continued to dominate, commanding 66.3% and 14.1% of Sei’s TVL, respectively. However, the DeFi ecosystem continued to diversify in Q3 as protocols like Yaka Finance, Filament Finance, and Vertex launched on mainnet.

DeFi TVL（美元）环比增长 254.4% 至 2.158 亿美元。虽然 SEI 的价格上涨在一定程度上带动了这一增长，但 DeFi TVL (SEI) 仍环比增长 162.2% 至 4.692 亿 SEI。 Yei Finance 和 DragonSwap 继续占据主导地位，分别占据 Sei 的 TVL 的 66.3% 和 14.1%。然而，随着 Yaka Finance、Filament Finance 和 Vertex 等协议在主网上线，DeFi 生态系统在第三季度继续多元化。

Sei’s circulating supply increased 15.6% QoQ to 3.52 billion due to a mix of token unlocks and staking rewards. In Q3, 659 million SEI vested. The monthly rate increased from 121.9 million to 219.7 million SEI on Sept. 15, 2024, when the one-year cliff lapsed. Now, the investor and project team allocations are vesting at a daily rate of 97.8 million per month. Ultimately, SEI tokens will continue to vest until Aug. 14, 2033, with another 656.7 million scheduled to vest in Q4’24.

由于代币解锁和质押奖励的结合，Sei 的流通供应量环比增长 15.6% 至 35.2 亿。第三季度，归属了 6.59 亿 SEI。 2024 年 9 月 15 日，一年期悬崖结束后，月利率从 1.219 亿 SEI 增至 2.197 亿 SEI。现在，投资者和项目团队的分配额每天每月兑现 9780 万枚。最终，SEI 代币将继续归属到 2033 年 8 月 14 日，另有 6.567 亿枚计划于 2024 年第四季度归属。

The NFT sector has often led ecosystem activity on Sei. The launch of Sei V2 bucked this trend in June. Monthly active addresses (MAAs) in non-DEX DeFi led monthly ecosystem activity again in July and August. However, NFT activity rebounded in September, capping Q3 as the most active sector.

NFT 领域经常引领 Sei 上的生态系统活动。 Sei V2 的推出在 6 月份扭转了这一趋势。 7 月和 8 月，非 DEX DeFi 中的月度活跃地址（MAA）再次引领月度生态系统活动。然而，NFT 活动在 9 月份出现反弹，使第三季度成为最活跃的行业。

The composition of Sei’s NFT ecosystem continued to shift in Q3. While collections like Sei Punks and Sei Apes continued to lead the sector, several new collections launched on mainnet. Those included collections from Burnt Finance, YGG Sei, and Chain Runners.

Sei 的 NFT 生态系统的构成在第三季度继续发生变化。虽然 Sei Punks 和 Sei Apes 等系列继续引领该领域，但主网上也推出了几个新系列。其中包括来自 Burnt Finance、YGG Sei 和 Chain Runners 的合集。

Burnt Finance launched its Burnt Box collection on Aug. 21, 2024, and quickly became the second-largest NFT collection on Sei by volume. The collection features 10,000 generative Burnt Boxes that can be opened to reveal an NFT from a pool of 100 possibilities. Those possibilities include Punks, Apes, Meebits, Azuki, Moonbirds, and World of Women.Burnt Finance also launched Sei Ape Chemistry on Aug. 28, 2024, which allows users to combine three Sei Apes to create a new Sei Ape. The new Ape will inherit traits from the three Apes that were used to create it. This process can be repeated to create new generations of Sei Apes.

Burnt Finance 于 2024 年 8 月 21 日推出 Burnt Box 系列，并迅速成为 Sei 上数量第二大的 NFT 系列。该系列包含 10,000 个生成性 Burnt Box，打开这些盒子可以从 100 种可能性中揭示 NFT。这些可能性包括 Punks、Apes、Meebits、Azuki、Moonbirds 和 World of Women。Burnt Finance 还于 2024 年 8 月 28 日推出了 Sei Ape Chemistry，允许用户将三只 Sei Ape 组合起来创建一个新的 Sei Ape。新猿猴将继承用于创建它的三只猿猴的特征。可以重复这个过程来创造新一代的塞猿。

YGG Sei launched its YGG Genesis collection on Aug. 29, 2024. The collection features 2,000 Genesis Punks that grant holders access to a variety of benefits within the YGG Sei ecosystem. Those benefits include priority access to future mints, a share of the protocol’s revenue, and governance rights.

YGG Sei 于 2024 年 8 月 29 日推出了 YGG Genesis 系列。该系列拥有 2,000 个 Genesis Punk，让持有者能够在 YGG Sei 生态系统中享受各种福利。这些好处包括优先使用未来的铸币厂、协议收入的一部分以及治理权。

Chain Runners launched its Chain Runners collection on Sept. 21, 2024. The collection features 10,000 generative Chain Runners that grant holders access to a variety of benefits within the Chain Runners ecosystem. Those benefits include priority access to future mints, a share of the protocol’s revenue, governance rights, and the ability to participate in future Chain Runners games.

Chain Runners 于 2024 年 9 月 21 日推出了 Chain Runners 系列。该系列包含 10,000 个生成式 Chain Runners，让持有者能够在 Chain Runners 生态系统中获得各种好处。这些好处包括优先访问未来的铸币厂、分享协议收入、治理权以及参与未来 Chain Runners 游戏的能力。

Looking forward, the community can hope for further growth as Sei Foundation leverages its $50 million Japan Ecosystem Fund and $10 million Sei Creator Fund. DeFi momentum could also continue into Q4 as protocols throughout Sei’s ecosystem leverage incentives and points programs that proved to attract new users and assets in Q3.

展望未来，随着 Sei 基金会利用其 5000 万美元的日本生态系统基金和 1000 万美元的 Sei Creator 基金，社区有望进一步发展。 DeFi 的势头也可能会持续到第四季度，因为 Sei 生态系统中的协议利用激励措施和积分计划，事实证明这些计划在第三季度吸引了新用户和资产。