Ethereum утратил лидерство на рынке — обсуждение на LONGITUDE

cryptonews.ruPublished on 2024-01-05Last updated on 2025-05-05

У Ethereum больше нет монополии на Web3. Его позиция среди блокчейнов первого уровня уже не выглядит так уверенно, как раньше. Об этом на конференции LONGITUDE в Дубае заявил Алекс Свеневик, CEO аналитического сервиса Nansen.

«Если бы вы спросили меня три или четыре года назад, кто будет доминировать в крипте, я бы без сомнений назвал Ethereum. Но сейчас всё уже не так», — сказал он.

Ethereum по-прежнему в топе. На его платформе заблокировано около $52 миллиардов, это примерно половина всех активов в сетях первого уровня. Но это уже далеко не те 96%, которые были в 2021 году. С тех пор другие блокчейны сильно прибавили.

Панель на конференции LONGITUDE в Дубае. Источник: Cointelegraph

«Теперь это открытая гонка. Рынок больше не крутится вокруг одной платформы. Мы видим, как несколько сетей быстро набирают темп. Их уже пять или шесть, и у каждой есть шансы стать новой точкой притяжения», — считает Свеневик.

Свеневик отметил, что особенно быстро растут небольшие L1-сети. Они развиваются агрессивно, берут на себя эксперименты и привлекают активных пользователей. Это не борьба за выживание, это уже полноценная конкуренция.

LONGITUDE — серия закрытых мероприятий от Cointelegraph. На них собираются разработчики, инвесторы и аналитики, чтобы обсуждать, как меняется Web3, и кто будет определять его будущее.

Распределение заблокированных активов между блокчейнами. Источник: DeFiLlama

Solana усиливает позиции в Web3

Среди всех блокчейнов первого уровня именно Solana всё чаще называют главным претендентом на лидерство в Web3. У неё быстрее транзакции и ниже комиссии по сравнению с Ethereum, и сейчас она занимает выигрышную позицию. Об этом заявил CEO Nansen Алекс Свеневик.

«Solana обогнала Ethereum почти по всем ончейн-метрикам, по числу активных адресов, объёму транзакций и даже по комиссионным сборам. Ethereum по-прежнему впереди по TVL и выпуску стейблкоинов, но рост Solana нельзя игнорировать», — отметил он.

Пока Solana усиливает позиции, десятки других блокчейнов тоже пытаются занять свою долю рынка. Но далеко не все из них добиваются стабильного результата, считает Вардан Хачатрян, директор по юридическим вопросам на платформе Fastex. Он также выступил на дискуссии в рамках LONGITUDE.

«К сожалению, на практике мы часто видим, что сети становятся популярными не благодаря устойчивому росту, а потому что они попали в волну хайпа», — сказал Хачатрян.

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