数据详解 Arbitrum 二季度网络状况

NansenPublished on 2022-10-13Last updated on 2022-10-13

Abstract

Arbitrum 是一个 Optimistic rollup，是以太坊区块链的众多扩展解决方案之一。

概况

Optimistic Rollups

Arbitrum 是一个 Optimistic rollup，是以太坊区块链的众多扩展解决方案之一。 Optimistic Rollups 假设验证者没有恶意并且交易正确发布。 为确保断言有效，任何人都可以在大约一周的时间内质疑交易索赔的有效性。 然后将争议缩小到单行指令并在 L1 链上执行以验证正确性。 欺诈节点将被削减其质押份额，其部分将分配给挑战的获胜者。 提供不正确状态转换证据的过程称为欺诈证明。 这是像 Arbitrum 这样的 Optimistic rollup 工作原理的基础，它减少了主 L1 链上的工作量，因为并非所有交易都需要重新执行，并激励节点表现良好。

生态系统 Ecosystem

Arbitrum 拥有一个动态的 dApp 和工具生态系统，可以在 Arbitrum One Portal 目录中查看。 自 2022 年 8 月 12 日起，Tracer DAO 更名为 Mycelium。

随着 Arbitrum Nitro 即将推出，开发人员可以期待通过使用 Geth 而不是定制设计的语言 Arbitrum 虚拟机 (AVM) 来获得更无缝的体验。 该团队预计链上的吞吐量会增加，同时费用会降低，从而允许更多团队进一步构建当前的生态系统。

关键进展：2022 Q2

Arbitrum Nitro

2022 年 7 月 16 日，Offchain Labs 发布了一份关于在下个月成功迁移 Rinkeby 测试网后将 Arbitrum One 升级到 Nitro 技术堆栈的报告。

Arbitrum Nitro 对当前 AVM 架构和 ArbOS 进行了一些更改。

流行的 WebAssembly (WASM) 架构将取代旧的、定制设计的 AVM 架构。

定制的 EVM 模拟器也将被 Geth 取代，Geth 是运行以太坊节点的最流行的软件客户端之一。

最后，ArbOS 将缩小尺寸并用 Go 重写，从而为交易提供更优化的批处理和压缩系统。

随着 Nitro 的这些升级，Arbitrum 团队预计吞吐量会提高 7 倍，同时费用也会显着降低。

Arbitrum Odyssey

Arbitrum Odyssey 宣布与 Project Galaxy（一个 web3 凭证数据网络）以及插画家 Ratwell 和 Sugoi 合作。

这是通过 Arbitrum 生态系统进行的互动探索，用户将在其中执行多项链上任务，并在 Arbitrum 链上的各种 dApp 中导航以获得一些独家 NFT。

该计划计划运行九周，最终形成最终的 Arbi NFT； 但是，Arbitrum Odyssey 已暂停并等待 Nitro 升级在主网上上线。 根据这条推文，到目前为止已完成任务的用户仍将在整个旅程中保持进度。

Arbitrum Nova – AnyTrust 链

AnyTrust 技术基于通过数据可用性委员会确保的最小信任假设。 该委员会将负责管理链下交易数据并提供该数据支持批次。

为批量交易签署数据可用性证书 (DACerts) 并发布此 DACert 而不是所有交易导致 L1 链上的存储需求更小，交易费用更便宜。

DACert 也将是委员会负责根据要求提供批次数据的声明。

如果委员会无法达成共识，该链将恢复为 Arbitrum 汇总协议。

数据执行将在 L2 链上执行，经过一段充满挑战的时期后，新的汇总状态将在以太坊上得到确认。

与基于 Arbitrum Rollup 技术构建 Arbitrum One 的方式类似，Arbitrum Nova 是建立在 AnyTrust 技术基础上的新链，将与 Nitro 一起推出。 它与 EVM 完全兼容，并且在任一链上的开发都将尽可能无缝。

它更适合对成本敏感的游戏和社交应用程序，这些应用程序的交易量和频率更高。

Nansen 链上数据

日交易数量

Arbitrum 上的交易量一直保持在每天 4 万至 10 万笔交易的范围内，从 6 月 26 日到 6 月 28 日出现了急剧上升趋势。Arbitrum 上的 Gas 也遵循了类似的模式。 在 5 月 12 日的 UST 脱钩事件中，gas 急剧增加，而交易量下降。 相比之下，6 月 28 日的第二次 gas 峰值相应增加了交易数量，这可能是由于 Arbitrum Odyssey 在 2022 年第二季度末暂停，以便从他们最近的推文中整合 Nitro 升级。

日交易数量 VS 以太坊

Source: Nansen

将交易数量与以太坊的交易数量进行比较，以太坊的交易量较高，但两条链的交易量均呈横向波动，Arbitrum 和以太坊分别徘徊在 100k - 200k 和 1m - 1.2m 之间。 有趣的是，在 6 月 19 日至 6 月 28 日期间，以太坊上的交易量下降，而 Arbitrum 上的交易量增加，与 Arbitrum Odyssey 同期。 这可能是在 Nitro 升级后 Arbitrum Odyssey 何时恢复的一个机会。

在 Arbitrum 上的聪明钱

Source: Nansen

跟进在以太坊上被标记为 Smart Money 的地址，此图表还显示了此类地址在 Arbitrum 上的比例。 迄今为止，Airdrop Pro 标签的重叠地址比例最高，这表明许多钱包可能正在等待 Arbitrum 追随今年早些时候发布其原生代币的 Optimism 的脚步。

按用户数量和交易数的 Top 项目方

除了 Smart Money，我们还可以使用 Nansen 标签来根据 Arbitrum 上的用户数量和交易数量来分析正在与之交互的顶级项目方。 此处显示的许多项目方都是 Arbitrum Odyssey 的一部分，并且可能表明该活动在引导用户与 Arbitrum 生态系统中提供的 dApp 进行交互方面的有效性。 除了 Swap 交易和跨链桥之外，GMX 和 Treasure 作为有趣的项目脱颖而出，为 Arbitrum 的交易量做出了贡献。 最后，顶部列出的「未知」是指所有未标记实体的总和，而不是单个未知项目方。

Arbitrum 上知名项目方

GMX

GMX 是一个去中心化的现货和永久交易所，提供低掉期费用和零价格影响交易。 交易由一个多资产池支持，该池从做市、杠杆交易和掉期费用中赚取费用。 它的定价得到了 Chainlink 预言机以及主要交易所的汇总价格的支持。

GMX 被纳入 Arbitrum Odyssey 以及对质押者和流动性提供者的强烈激励，使得 GMX 的交易量和关注度都有所增加。

此外，由于在 Avalanche 和 Arbitrum 这两条链上都部署了 GMX，GMX 能够进入不同的社区并利用两条链的低费用。

Treasury

Treasure 是 Arbitrum 上一个元宇宙项目为中心的去中心化 NFT 生态系统。 列出的每个项目都在各自的生态系统中使用代币 MAGIC，这是 Treasure 的原生代币，充满了传说和社区。

Trove 是一个围绕 Treasure 生态系统构建的 NFT 市场，扩展了 Treasure 的知名品牌，并正式推出了其 alpha 版本，它体现了从艺术、摄影和音乐等更广泛的 NFT。

Trove 还旨在通过创建一个「游戏世界」来游戏化市场体验，让收藏家和建设者通过他们的资产、社区和共享体验自由表达。

结论

尽管市场情绪低迷，Arbitrum 团队还是能够通过 Arbitrum Odyssey 与用户互动，探索其充满活力的生态系统，并在此过程中奖励他们。 再加上 Nitro 和 Nova 即将进行的基础设施升级，Arbitrum 巩固了其作为开发者游乐场的地位，并展示了其作为以太坊链扩展解决方案的潜力，具有更高的吞吐量和更低的费用。

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