第2层链在市场动荡期间变得抗脆弱

币界网Publicado a 2024-08-07Actualizado a 2024-08-07

币界网报道:

第2层链和其他区块链已经通过了多次压力测试。8月5日的最新抛售显示,大多数平台表现出反脆弱性,活跃钱包数量增加,并产生了可观的费用。

8月5日,承载简单交易或服务智能合约的平台出现了出色的活动水平,这是大多数加密资产价格动荡的一天。与之前的市场周期不同,2024年拥有更发达的去中心化应用程序和Web3功能。市场动荡只导致一些连锁店的天然气费用暂时飙升,但总体而言,在指标方面取得了积极成果。

最近的链上数据显示,Optimism捍卫了其作为使用最广泛的第2层链之一的地位。乐观主义和Arbitrum是其他区块链(尤其是以太坊)资金流入的最大受益者之一。它们的可扩展性允许更容易、更便宜地使用DEX、测序仪、借贷和其他DeFi任务。

最近的市场动荡使乐观交易达到历史最高水平之一,而每日费用恢复到2021年以来的最高水平。最近的活动水平表明,即使没有激励措施,这些连锁店仍然可以承载流量,并且可以在更活跃的市场时期以更高的容量运行。2021年,第2层链的活动开始超过以太坊,但最近的市场事件表明,在动荡的日子里,流量的变化更加明显。

乐观情绪甚至达到了自3月份牛市峰值以来从未见过的链上价值。流量变化的原因之一是,与以太坊相比,乐观主义费用仍然小100倍左右。

在通常情况下,Uniswap上的乐观主网交易每笔交易只需要0.06美元,而Base上的相同操作成本为0.0029美元。Arbitrum位于中间,价格为0.0044美元。即使在不那么繁忙的日子里,以太坊主网仍然需要0.90美元的费用。

乐观情绪涵盖了OP主网链的交易,但更重要的是,包括Celo和Base等新活跃的网络。所谓的超级链交易集合在过去几周接近峰值。然而,Base承担了最大的天然气费用份额。Coinbase的Base区块链标志着其最大的活动,不是通过其激励措施或社交媒体推广,而是在市场调整期间,对USDC稳定币的交易增加。

以太坊仍然有几天的高昂费用

以太坊(ETH)规范了其费用情况,目前大多数活动的费用低于5美元。在常规交易日,掉期交易的成本为2.78美元,而桥接操作的成本为0.90美元。然而,8月5日,掉期费用达到目前水平的60倍,这表明交易将很快达到100多美元。8月5日,区块验证器的收入达到825万美元,仍接近最近的峰值水平。

与此同时,在最近的价格暴跌期间,没有任何协议或链停止工作。尽管ETH暴跌25%,但交易并没有停止。加密货币市场经历了最大的调整,类似于2022年熊市的开始,但这一次它成功地表现得没有恐慌。

Lecturas Relacionadas

Stock Price Soars 655%, Sichuan Brothers Build a 50 Billion Semiconductor IPO

Chengdu Ultra-pure Applied Materials Co., Ltd. ("Ultra-pure Materials"), a Sichuan-based supplier of core semiconductor equipment components, officially listed on the Shenzhen Stock Exchange on August 11. Its share price surged 654.66% to 498 yuan on its debut, giving the company a market capitalization exceeding 50.7 billion yuan. Founded in 2005, the company is a national-level "little giant" specializing in special-coated components and precision optical devices for semiconductor equipment. It is one of the few domestic suppliers capable of providing core parts for 5nm and below process etching tools. According to a Frost & Sullivan report, it held the top market share (5.7%) among local Chinese suppliers of these coated components in 2024. Financially, Ultra-pure Materials has shown rapid growth. Its revenue soared from 169 million yuan in 2023 to 496 million yuan in 2025, with net profit increasing from 65 million to 185 million yuan in the same period. Over 95% of its 2025 revenue came from sales of semiconductor equipment special-coated components. The company has developed dozens of component products covering wafer fabrication, packaging, and silicon wafer manufacturing processes. Major customers include leading domestic semiconductor equipment manufacturers such as NAURA and AMEC, with its top five clients accounting for nearly 90% of revenue in 2025. Its shareholder structure features strategic investors including BYD, AMEC, and State Development & Investment Venture Capital. Post-IPO, Chairman and CEO Chai Jie holds 31.42% of shares, while his brother and Chief Engineer Chai Lin holds 15.46%. The company plans to use raised capital for capacity expansion, R&D center construction, and supplementary working capital. The global market for these high-precision components is dominated by US, European, and Japanese firms. However, driven by domestic equipment substitution policies and improving local technological capabilities, the localization rate in China is projected to rise significantly. Ultra-pure Materials' listing aims to strengthen its position in this expanding market.

marsbitHace 3 min(s)

Stock Price Soars 655%, Sichuan Brothers Build a 50 Billion Semiconductor IPO

marsbitHace 3 min(s)

Opinion: Altcoins Might Still Have a Chance, but VC-Backed Coins Are Truly Hopeless

Author: Haotian. Through deep discussions with experienced on-chain investors, a consensus has emerged on survival strategies for the current market cycle: the focus has decisively shifted from "narratives and speculation" to "cash flow and tangible validation." Several key principles are outlined: 1) Prioritize assets with genuine value capture. In a bear market, sustainable protocol fees and a proven record of using them for token buybacks, burns, or dividends are essential. Examples include launchpad tokens like $UNI, $PUMP, $PONS, and the notable buyback token $HYPE. 2) Choose only projects with proven Product-Market Fit (PMF) and a complete operational loop. The next cycle's narratives, likely around "real-world asset tokenization" and the "Agentic Economy," will favor practical validation over technical roadmaps. Projects must demonstrate real users, transaction volume, and revenue. Examples such as $ONDO, $VVV, and $VIRTUAL will be evaluated on metrics like Assets Under Management (AUM) and fee generation. 3) Opt for assets with strong, organically developed "consensus." True consensus is market-driven and survives multiple cycles, not manufactured through marketing. Examples include enduring meme coins like $DOGE, $PEPE, $PEOPLE, or established sector leaders like $ZEC and $TAO, which benefit from resilient communities and sustained liquidity. 4) Avoid purely venture-capital (VC)-backed tokens. Unlike general altcoins which may cycle back, VC coins are seen as particularly problematic. Their typical high Fully Diluted Valuation (FDV), low circulating supply, and continuous large unlock schedules often lead to post-unlock sell pressure, especially if the project lacks inherent value capture. This dynamic is a key factor in the current cycle's restrained rallies and deep corrections, discouraging retail participation. *Note: This is a summary of personal discussions. Mentioned tokens are examples only, not investment advice.*

marsbitHace 30 min(s)

Opinion: Altcoins Might Still Have a Chance, but VC-Backed Coins Are Truly Hopeless

marsbitHace 30 min(s)

Trading

Spot
活动图片