可月赚百万美元,Layer2谁最赚钱?

Odaily星球日报Published on 2024-06-06Last updated on 2024-06-06

Abstract

在以太坊 Layer2 生态系统中,Coinbase 的 Base 在五月份累计创造了超过 600 万美元的链上利润,而 Blast 则居第二位,差距较大。

原文作者:Nathan Reiff

原文翻译:白话区块链

由美国顶级加密货币交易平台 Coinbase 推出的以太坊 Layer 2 扩容网络 Base,在五月份创造了超过 600 万美元的链上利润,成为最赚钱的 Layer 2 网络,超过了 Blast 和 Optimism 等竞争对手。

据 L2 BEAT 数据显示,Base 的利润激增源于总锁定价值(TVL)的快速增长,而这又是由以太坊在三月份通过预期的 Dencun 升级实施 EIP-4844 和 proto-danksharding 所推动的。

根据区块链分析平台 GrowThePie 的数据,Base 在五月份以 610 万美元的链上利润居于所有 Layer 2 链的首位,其次是 Blast 的 150 万美元和 Optimism 的 140 万美元。尽管 Base 在盈利竞争中遥遥领先这些竞争对手,但其每月的利润在三月份的 Dencun 升级之后急剧下降。

另一方面,Blur NFT 市场的开发者推出的新兴 Layer 2 网络 Blast,因其独特的 ETH 和稳定币原生收益,以及 Pacmoon 和 Fantasy Top 等项目向用户提供丰厚的激励措施,最近获得了认可。

Blast 在所有 Layer 2 利润中的份额从四月的 5.3% 增长到五月的 15.2% 。然而,它仍远远落后于 Base,后者在上个月占据了所有 Layer 2 利润的 56.8% 。

Layer 2 网络的链上盈利能力是指通过收取费用、发行 Token 以及其他方式所获得的收入,与 Layer 1 网络(以太坊)进行交互所需的成本之间的平衡。简单来说,就是确保网络在赚取利润的同时,能够覆盖与 Layer 1 网络互动所产生的各项费用。它不包括任何链下费用,因此不应将其视为从上到下运行这些网络的完整图景。

一位化名为 Kofi 的链上分析师维护的 Dune 仪表板也将 Base 列为首位,但五月份的利润仅略低于 700 万美元。差异可能是由于每个数据提供者在衡量收入和支出方面的差异。然而,Dune 的仪表板不包括 Blast 的数据,因此无法完全了解领先的 Layer 2 网络在这方面的情况。

可月赚百万美元,Layer2谁最赚钱?

根据 GrowThePie 的数据,自 2024 年 3 月以来,Base 一直是最赚钱的 Layer 2 网络。在过去三个月中,其总锁定价值(TVL)几乎增长了六倍,从 13 亿美元增长到 76 亿美元,创下了该链的历史最高水平。由于 Optimism 的 TVL 在过去一个月基本保持不变,Base 有可能超过 OP Mainnet。

Base 和 OP Mainnet 都是基于 OP Stack 构建的,并且是 Optimism「超链」生态系统的一部分,尽管它们被认为是该生态系统内的独立 Layer 2 网络。就总锁定价值而言,Base 仍远远落后于行业领先者 Arbitrum,后者的 TVL 达到 191 亿美元。

除了 Dencun 分叉所带来的升级之外,自从 Coinbase 宣布推出新的智能钱包以提高新用户对链上交易的可访问性以来,Base 在加密货币社区的吸引力逐渐增长。

Coinbase 的智能钱包将采用账户抽象的方式,为那些对 DeFi 细节不熟悉的人提供便捷的链上交易。Base 也受益于 Coinbase 的知名度以及它所带来的额外曝光,还有像最近的「On-Chain Summer」奖励活动等推广推动,该活动本周开始。

Trending Cryptos

Related Reads

Super Spiral Mega-Boom, Micron's Earnings Report Rekindles the Semiconductor Bull Run

On June 25, 2026, Micron Technology released its blockbuster Q3 FY2026 results, significantly exceeding market expectations and reigniting confidence in the semiconductor bull market. Revenue soared to $41.456 billion (vs. ~$35.4B expected), up 346% year-over-year, while GAAP net profit surged nearly 15 times to $28.243 billion. Guidance for Q4 was even more striking, with projected revenue of approximately $50 billion, far surpassing prior estimates. The report highlighted that the AI boom is now fueling growth across Micron's entire product stack, not just HBM. Cloud memory, core data center, SSD, mobile, and automotive businesses all saw revenue growth exceeding 250-600%, with margins hovering around 80%. While HBM4 is already in volume shipment and 2026 capacity is sold out, AI-driven demand is also tightening supply for traditional DRAM and NAND, sustaining a strong pricing cycle. A pivotal development is Micron's shift toward a "demand-first" model. The company disclosed 16 long-term strategic customer agreements (SCAs), most spanning 5 years to 2030, covering about 20% of DRAM and one-third of NAND shipments. These are take-or-pay contracts, with 14 agreements already securing roughly $100 billion in guaranteed future revenue and $22 billion in customer performance assurances. To fulfill this locked-in demand, Micron plans substantial capacity expansion, with Q4 capital expenditure projected at ~$10 billion. This investment, backed by concrete long-term orders rather than cyclical speculation, marks a historic change for the memory industry. Following the earnings release, Micron's stock surged 16% after-hours, lifting the broader semiconductor sector globally. The report served as a powerful signal that AI infrastructure build-out is accelerating, with memory positioned as a central protagonist in the ongoing narrative.

Odaily星球日报19m ago

Super Spiral Mega-Boom, Micron's Earnings Report Rekindles the Semiconductor Bull Run

Odaily星球日报19m ago

Deciphering the Ethereum Foundation's New Structure: Reaffirming Self-Sovereignty Amid Institutionalization Trends

Summary: The Ethereum Foundation (EF) has announced a major restructuring, laying off 20% of its staff and introducing a new five-layer operational framework. This move aims to clarify the EF's mission and reaffirm Ethereum's core principle of self-sovereignty amidst growing institutionalization in the crypto space. The five layers are: 1. **Protocol Layer**: Focuses on maintaining Ethereum's foundational "CROPS" values—Censorship-resistant, Robust, Open, Private, and Secure. This involves core technical work like secure hard forks and mitigating toxic MEV. 2. **Access Layer**: Ensures users can practically exercise self-sovereignty through actions like reading the chain and making transactions. A key principle is the "zero option," meaning a trusted, non-intermediated path must always exist as an alternative to any centralized service. 3. **User Layer**: Bridges the protocol and access layers by grounding EF's work in the real needs of users and organizations. This is seen as crucial for moving beyond a purely research-driven approach and ensuring development effectively serves the ecosystem. 4. **Community Layer**: Responsible for building and maintaining consensus around Ethereum's core values both internally and externally. This involves guarding against centralization, upholding technological neutrality, and preventing short-term commercial interests from undermining CROPS principles. 5. **Institutional Layer**: Manages EF's engagement with institutions, but with the precondition of self-sovereignty. The goal is not to make it easier for institutions to control users, but to demonstrate how Ethereum's technology can enable better integrations. The article argues that while institutional adoption brings legitimacy, it also risks diluting crypto's foundational ethos of decentralization. The new structure represents EF's effort to navigate this tension, upholding its core mission while actively engaging with a broader, more complex ecosystem.

marsbit38m ago

Deciphering the Ethereum Foundation's New Structure: Reaffirming Self-Sovereignty Amid Institutionalization Trends

marsbit38m ago

OpenRouter: How Did This 'AI Model Relay Station' Achieve a $10 Billion Valuation?

OpenRouter: The Model Router Building a $10B+ Company This article explores OpenRouter, a platform that aggregates access to over 400 AI models from 70+ providers (like OpenAI, Claude, Gemini) through a single API. It has grown into a unicorn with a $1.3B valuation by 2026, processing massive scale—reaching 100 trillion tokens monthly. Its core value isn't just being a "model supermarket." For developers building real-world AI applications, managing multiple models for different tasks (e.g., cheap models for titles, powerful ones for long articles) is complex. OpenRouter acts as a critical "model scheduling layer," handling routing, failover between providers, cost optimization, and enterprise features like zero-data-retention policies and budget controls. OpenRouter's business model is a "toll fee": it charges a small platform fee (5.5%) on purchased credits while passing model costs directly to users. Its revenue scales with the tokens flowing through its system, which saw explosive growth as AI apps evolved. Key growth drivers include: 1) The explosion of specialized models, increasing choice complexity; 2) AI apps shifting focus from performance to cost optimization; 3) The rise of AI agents that require more reliable, multi-step model calls. However, risks remain. Large enterprises or cloud providers (AWS, Google Cloud) could build similar internal gateways. Its position between model suppliers and developers could also create future tension over pricing and data control. To stay ahead, OpenRouter must deepen its enterprise features and prove it's more than just a request forwarder.

marsbit57m ago

OpenRouter: How Did This 'AI Model Relay Station' Achieve a $10 Billion Valuation?

marsbit57m ago

Bitcoin Falls Below $60,000 Again; After 20 Months, We've Reached a New Low

Bitcoin Drops Below $60,000, Hitting a 20-Month Low Bitcoin fell below the key $60,000 psychological level again, reaching a low of $59,023—its lowest point in approximately 20 months, dating back to October 2024. While it later recovered slightly to around $60,600, this marks its third significant breach of $60,000 this year. The downturn is attributed to two primary factors. First, U.S. spot Bitcoin ETFs are experiencing their longest streak of net outflows since launch, with nearly $5.94 billion withdrawn over 30 days. This creates sustained selling pressure as Authorized Participants sell Bitcoin to meet redemptions. Second, shifting macroeconomic expectations are adding pressure. Strong U.S. job data and hawkish remarks from Fed officials have increased market pricing for potential rate hikes, reversing the earlier liquidity-driven bullish sentiment and prompting a shift away from risk assets like Bitcoin. Analyst views are mixed. 21Shares maintains a bullish long-term outlook, expecting prices to recover towards $100,000, citing historical post-halving cycles and substantial ETF holdings as a base. In contrast, Arthur Hayes predicts a potential bottom around $40,000 within six months due to persistent Fed hawkishness. CryptoQuant suggests, based on on-chain data, that the market may not find a bottom until prices fall below the average investor cost basis around $53,000, potentially extending the bearish phase into late 2026 or early 2027. The immediate focus is on upcoming U.S. inflation data and Fed signals. Lower-than-expected CPI could offer relief, but confirmation of sticky inflation or continued ETF outflows may lead to further downside pressure. Bitcoin's ability to hold above $60,000 remains a critical test for the near-term market direction.

Odaily星球日报1h ago

Bitcoin Falls Below $60,000 Again; After 20 Months, We've Reached a New Low

Odaily星球日报1h ago

Trading

Spot
Futures

Hot Articles

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of ETH (ETH) are presented below.

活动图片