半年营收过亿，解析 Solana 链上机器人黑马 Axiom

比推Published on 2025-07-08Last updated on 2025-07-08

Axiom，这家主打自动交易机器人的平台，仅用 5 个月时间就实现了超过 1.5 亿美元的手续费收入。

据@TheOneandOmsy分析称，Axiom成为 Y Combinator（YC）历史上最快实现 1 亿美元收入的公司，打破了 2023 年 AI 编程工具 Cursor 创下的 12 个月纪录。

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Axiom 没有大肆宣传、没有知名背书，其创始人在 X（原推特）上极少发文，却在没有发币的情况下收获了超 65 万用户和 150 亿美元的交易量。它是如何做到的？

收入、份额双爆发

根据 DefiLlama 数据，截至 7 月 7 日，Axiom 单日手续费收入达 189 万美元，超过了当日Solana 主网自身的费用收入，进入全网 DeFi 协议前十。

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Dune Analytics 显示，Axiom 占据了 Solana Bot 交易总量的 72%，而在 2 月初，该比例仅为 2%。

这意味着短短数月内，它甩掉了 Photon、BullX等竞争对手，其中，Photon 自 2024 年 1 月上线以来累计收入超 4 亿美元；BullX 自 2024 年 4 月上线，累计收入约 2 亿美元；而 Axiom 自 2025 年 2 月上线，仅半年便达 1.5 亿美元+。

截屏2025-07-08 下午3.01.27.png

    规则机制拆解：高返佣 + 空投积分，打造用户增长飞轮

    Axiom 并不是传统意义上的“抢币打狗工具”。其平台以自动化交易为核心，构建了强粘性的激励结构，根据其官方说明文档，规则机制主要为：

    1. 手续费结构

    每笔交易收取 0.75% – 1% 的手续费；

    用户按交易量获得手续费返现，返还比例可达 30%；

    所有返现以 SOL 实时到账，按周/实时计算。

    2. 邀请返佣制度

    推荐他人注册，可获得对方交易手续费的分成；

    一级推荐：返 10%；二级推荐：返 3%；三级推荐：返 2%；

    被推荐人也可获得手续费折扣（最多 10%）。

    3. 积分系统（Points）

    每完成一笔交易、邀请一个用户、完成一次任务，都会积累 XP；

    XP 将决定用户在未来可能的空投份额与额外福利（如测试权限、费率提升）；

    当前阶段 XP 无法交易，但页面已明确注明“将作为未来福利标准”；

    积分与钱包绑定，链上可查，防止作弊刷号。

    这套规则使得平台形成了一种 “交易-返现-邀请-积分-空投预期” 的闭环，极具裂变效应。即使没有显性 Token，也能调动用户积极性和忠诚度。

    产品结构清晰，用户体验对标 Robinhood

    Axiom 的成功，很大程度上得益于产品本身的结构化和高效：

    • 交易机器人（Bots）：支持 memecoin 抢跑、套利、自动挂单，适配 pump.fun 等平台；

    • 永续合约（Perps）：通过集成 Hyperliquid，实现 BTC、SOL、ETH 等杠杆交易；

    • 钱包和 X 数据跟踪：可订阅指定地址与 KOL 动向，抢占交易先机；

    • 非托管安全设计：所有交易通过用户钱包发起，避免资产被平台控制；

    • 交易返现与积分激励：用户可获得最高达 30% 的手续费返还，完成任务与邀请还可累计积分，换取未来空投资格。

    这套产品体系，既满足了散户“抢热度”的诉求，又能吸引量化用户批量挂单做策略，满足高频用户的实用需求。

      据社区 KOL @DefiIgnas 统计，Axiom 注册用户中有大量活跃钱包反复交易，部分用户疑似存在刷量行为博取积分，但不可否认的是，它的增长确实扎实，@DefiIgnas表示：“我错过了 $HYPE 空投，这次不能错过 $AXIOM。”

      这也是为何即便市场部分怀疑 Axiom 是否存在部分刷量或营销数据泡沫，它依旧是当前 Solana 上最有交易粘性的工具类产品之一。

      Solana 的 Robinhood，还是又一个短周期现象？

      Axiom 当前的营收模型中，大量交易用户是出于空投预期而非纯粹使用价值，这种结构的最大隐患在于：

      • 一旦未能如预期发放 Token 或空投价值偏低，活跃用户或将大幅流失；

      • 在无牌照的情况下提供杠杆交易、收益工具，可能被监管机构盯上；

      • 当前手续费返现比例较高，若未来下调，用户活跃度可能快速回落。

      但反过来说，Axiom 如果能顺利完成 Token 上线，并扩展至以太坊、Base 等其他主流链，其“自动交易+收益工具”的平台能力，也许真能走出 DeFi 的 Robinhood 模式。

      Axiom 并非一时昙花。它踩中了 memecoin 热点、Solana 交易繁荣和自动化策略普及三重趋势，就目前而言，Axiom 是 Solana 上最赚钱的自动交易平台，也极有可能是下一个改变链上交易方式的“加密 Robinhood”。它能否穿越激励红利期，构建真正可持续的长期生态，还需要时间检验。但从当前的产品完成度、交易数据与用户口碑来看，Axiom 已成为 2025 年 Solana 上最重要的交易基础设施之一。

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