【每日公链】SOL交易所锁仓占比37%,AVAX锁仓达101亿美元

火必研究院Published on 2022-03-25Last updated on 2022-03-25

Abstract

自2017年开始规模化涌现埋伏,于时代的车轮中不断优胜劣汰,直至今年,公链迎来了集体爆发。

自2017年开始规模化涌现埋伏,于时代的车轮中不断优胜劣汰,直至今年,公链迎来了集体爆发,从插槽拍卖的跨链网络Polkadot,到Solana、Avalanche、Cardano等众多新兴公链兴起。由以太坊塑造极具争抢需求的公链人设,催生出更大的市场机遇。

公链项目百余条通用和跨链为新趋势

目前活跃的公链有多达100多条,按链的属性又可分为单链和跨链,而跨链又以波卡为代表并成为这个时代的主流趋势。总体来说,公链的数量已经形成了一定的规模,竞争相当激烈。

1、Solana

Solana掀公链热潮他们之间有何不同?

Solana的大火直接搅动了公链阵营的热潮,包括Avalanche、Fantom、Near等争奇斗艳,市场对公链的关注度一波高过一波,不论是资本、项目方还是开发者,都对这一赛道充满了兴趣。那么,他们之间有哪些不同?

从技术架构上:

Solana:PoH时钟方案

不同于大多数的分片+ETH2.0方案,Solana创造了公链圈内独具创新的PoH时钟机制.该方案通过将出块时间和状态解耦,在全局共识上,并不受限于区块大小和出块时间的硬要求,通过全局时钟为所有节点产生全局可用的时间链,状态更新可以按照异步方式进行,验证者可以实时向其它节点发送状态更新,PoH时钟给予Solana生态的参与者更大的可拓展空间,进一步提升和拓展了全局的吞吐能力。

锁仓数据

SOL锁仓规模从高位回调,2021年峰值可达150亿美元。3月24日,锁仓规模达到了73.4亿美元,锁仓量数据回调空间较大。

SOL链上锁仓占比方面,借贷锁仓和去中心化交易所锁仓占比较大,而借贷、质押和挖矿锁仓规模较小。借贷锁仓在3月24日最新数据显示,去中心化交易所锁仓27.6亿美元,而借贷、质押和挖矿11.7亿美元、16.5亿美元和14亿美元。

代币价格

SLOL价格与锁仓量联动效果较好,SOL价格从高位240美元以上回落到最低80美元附近。目前3月24日的价格为102美元。后期可关注生态发展情况,以及锁仓量上行与价格回升的交易机会。

2、Avalanche:三链结构

Avalanche雪崩协议凭借激励手段进入公众视野,实现了币价、锁仓量的大幅上涨。同样作为智能合约平台,Avalanche在架构设计上非常新颖,采用了X链、C链、P链的三链结构。X链为交易链,主要处理个人之间点对点的资产创建及交易事务;C链为兼容EVM的智能合约链,基本的DeFi项目均构建于C链之上;P链为平台链,主要负责代币质押、协调网络验证者、创建自定义子网等事务。三链各司其职,却又相辅相成,进一步解放了Avalanche的网络性能。

锁仓数据

Avax锁仓数据在2021年增长突飞猛进,数据从低位20亿美元回升到最高140亿美元以上,增长空间达到了6倍以上。目前的TVL数值为101.5亿美元。

AVAX链上锁仓占比方面,借贷、锁仓和去中心化交易所锁仓占比较大,而挖矿和跨链锁仓规模较小。借贷锁仓在3月24日最,借贷锁仓规模为46亿美元,去中心化交易所锁仓40亿美元,而挖矿和跨链锁仓规模为9亿美元和11亿美元。

代币价格

AVAX在2021年经历了较大增长,从2021年8月的15美元回升到高位135美元。2021年下半年到2022年初,AVAX价格维持在85美元附近。相比TVL回落的附近,价格方面回调空间更大,接下来可关注低吸机会。

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