一文速览 Avalanche 生态版图:进展如何,有哪些特色项目?

FPubblicato 2022-06-05Pubblicato ultima volta 2022-06-05

Introduzione

Avalanche生态锁仓量前10的应用里过半都是Avalanche原生DApp,Avalanche子网的后续发展也颇值得关注。

自 2020 年创立以来,Avalanche 已经发展成为一个充满活力的生态系统,目前生态中有超过 500 个 Dapp,总锁仓量超过 40 亿美元(截至 5 月 31 日的 DefiLlama 数据)。

不同于 BNB Chain、Solana 等其它竞争公链和以太坊相近的智能合约路线,Avalanche 为生态应用提供的则是与 Cosmos 生态类似的「应用链」解决方案——Avalanche 子网。

理论上,Avalanche 允许创建无限的子网(Subnet),这是它实现网络扩展的秘诀,每个子网(Subnet)可以是私有的(permissioned)或公共的(permisionless),使用同一子网(即拥有同样验证者集)的区块链将也默认兼容,这样对项目方而言较易扩展部署,也能保证安全性。

而伴随着 4 月份 DeFi Kingdoms 选择上线 Avalanche 子网,实现从 Harmony 上智能合约到 Avalanche 子网的扩展,更是让 Avalanche 子网更是获得行业的普遍关注。

随着子网推广,Avalanche 逐渐从另一个「以太坊杀手」演变为「子网先驱者」。

Avalanche 生态特色项目

相比于 Polygon、Fantom、Harmony 等竞争公链,Avalanche 生态中锁仓量排名前列的除了 Aave 占据首位之外,Curve、SushiSwap 等多链部署的 DeFi 应用并未一枝独秀,反而是 Trader Joe、Platypus Finance、Benqi 等 Avalanche 上的原生 DApp 位居前列。

Trader Joe

Trader Joe 是 Avalanche 上的一个去中心化交易,通过 Banker Joe 提供借贷服务,用户可抵押 JOE(项目代币)来获得 xJOE ,用户可以获得部分交易费用,用户可以在 Traderoe DEX 上提供流动性来赚取 JOE 代币, JOE 持有者还可以投票支持治理提案。

Platypus Finance

Platypus Finance 是 Avalanche 上的稳定币 AMM,与 Curve 一样提供低滑点的稳定币交易服务。通过 Platypus 获得收益的方式很多,其代币经济学也与 Curve 有所不同,更加鼓励 PTP 的长期持有者。

BENQI

BENQI 是 Avalanche 上的一个去中心化的非托管流动性市场协议,它通过一套产生收益的产品来扩展 DeFi,该平台提供了一个借贷市场,用户能够借入和借出数字资产。

Yeti Finance

Yeti Finance 是建立在 Avalanche 上的去中心化借贷协议,允许用户质押 LP 代币组合、sJOE、sAVAX 等资产进行借贷,所有贷款利率均为 0%。当基础资产被存入 Yeti Finance 平台时,用户可以保留所有的耕种和质押奖励,从而实现杠杆式耕种策略。

Wonderland

Wonderland 是 Avalanche 网络上首个基于 TIME 代币的去中心化储备货币协议,每个 TIME 代币都由 Wonderland 金库中的一篮子资产(例如 MIM、TIME-AVAX LP 代币等)支持,Wonderland 还通过赌注和铸造将经济和博弈论动态引入市场。

Yield Yak

Yield Yak 是一个完全依赖智能合约执行的去中心化聚合器,聚合逻辑全部上链,任何人都能进行交易和查询,不需要中心化机构进行协助。应用它的项目都可以开发和部署独特的聚合器前端,开发人员可以根据具体的应用场景,开发不同的版本。

Vector Finance

Vector Finance 是与 Platypus Finance 共生的协议。 它为用户提供来自 Platypus Finance 的更高的稳定币收益,而无需拥有 PTP 代币。

DeFi Kingdoms(Crystalvale)

DeFi Kingdom 是一款融合了 P2E 游戏和 DeFi 的游戏,它始于 Harmony 区块链,在用户数量爆发后开始扩展到其他链。此前已于 4 月 1 日宣布在 Avalanche 上运行子网 DFK Chain,命名为 Crystalvale,游戏的代币 JEWEL 将用于子网链上的所有交易。

Crabada

Crabada 是 Avalanche 生态系统中一款类 Axie 的 Play-to-earn 游戏,是一款非常受欢迎的游戏,此前占用 Avalanche C 链总交易费用的 15% - 40%。

跨链桥

除了 Avalanche Bridge(Beta)等专门的 Avalanche 生态跨链桥,目前几乎绝大部分的主流跨链桥也都支持 Avalanche 的 EVM 兼容链(C 链),包括 Hop、Synapse、Celer Bridge、Connext、LI.FI、LayerSwap、O3 Swap、Orbiter、Poly Network、Via Protocol、Stargate 等,笔者仅介绍其中一部分。

Avalanche Bridge(Beta)

Avalanche Bridge(Beta)是 Ava Labs 开发的官方跨链桥,目前仅支持 Avalanche 与以太坊之间的资产跨链转移。

Synapse

‎Synapse Protocol‎‎ 是由原匿名跨链流动性协议 Nerve Finance 升级更名而来,采用跨链多方计算 (MPC) 验证器与阈值签名方案 (TSS),‎目前支持所有主要 EVM 兼容链之间的桥接和互换,包括以太坊、BNB Chain、Polygon、Avalanche、Arbitrum、Optimism、Aurora、Boba Network、Moonbeam、Moonriver、Fantom 和 Harmony。‎

XP.NETWORK

XP.NETWORK 是一个 NFT 多链桥,允许用户在 Aurora、以太坊、Avalanche、Polygon 等区块链之间转移 NFT。

Wrapped

Wrapped 是封装 Layer1 资产的技术提供商,由 Tokensoft 和合格的托管者之间进行协作,旨在为被封装的资产提供高质量的托管、管理和合规解决方案。

Router Protocol

Router Protocol 是一个跨链基础设施,支持跨链转账和兑换,目前已集成的网络包括以太坊、Avalanche、Fantom、Polygon、BNB Chain、Optimism、Arbitrum。

BoringDAO

BoringDAO 目前已支持以太坊、Arbitrum、BNB Chain、Polygon、Optimism 等 14 个网络间的资产转移或跨链。

SCOTTY BEAM

SCOTTY BEAM 是一个 NFT 多链桥,允许用户在以太坊、BNB Chain、Polygon、Avalanche、Fantom 和 Solana 等区块链之间转移 NFT。

Avalanche 生态其它高 TVL 项目

据 DeFiLlama 数据显示,Avalanche 生态锁仓量前 10 的应用里,过半都是 Avalanche 原生 DApp,且 TVL 均在 1 亿美元以上,发展相对较为多元化。

目前 TVL 排名前 20 的项目除了上述项目外还包括 Trader Joe、Curve、Stargate、Benqi Staked Avax(SAVAX)、GMX、Homora、Echidna Finance、Pangolin、Synapse、Beefy Finance、RadioShack、Sushiswap。

伴随着子网的扩展,Avalanche 的后续发展路径也颇值得我们思考,尤其是其后续能否得益于对可扩展性、部署成本、安全性的平衡,逐步在公链的竞争中吸引更多的项目创新和资金沉淀?

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