2024 全球加密采用度大调查：中南亚和大洋洲加密采用领先世界

深潮Pubblicato 2024-09-19Pubblicato ultima volta 2024-09-19

中南亚和大洋洲 (CSAO) 在我们的 2024 年指数中占据主导地位，该地区有七个国家进入前 20 名。

作者：Chainalysis Team

编译：深潮TechFlow

通过互动地图，查看您的国家在 2024 年 Chainalysis 全球加密货币采用指数中的排名。

这篇文章摘自我们 2024 年《加密货币地理报告》。

我们很高兴分享第五个年度 Chainalysis 全球加密货币采用指数。在每年的报告中，我们都会分析链上和链下的数据，以确定哪些国家在加密货币的基层采用方面处于领先地位。我们的研究突出了那些独特的加密货币应用案例正在形成的国家，并探讨了世界各地的人们为何选择接受加密货币。

继续阅读了解更多内容：

我们的全球加密货币采用指数的方法

全球加密货币采用指数由四个子指数构成，每个子指数基于各国对不同类型加密货币服务的使用。我们对所有 151 个国家进行排名，这些国家在每个子指数上都有足够的数据。我们根据人口规模和购买力等特征对排名进行加权，计算每个国家在四个子指数中的几何平均值，然后将最终结果归一化到 0 到 1 的范围，给每个国家一个分数，以确定其整体排名。国家的最终得分越接近 1，其排名越高。

为了计算我们的子指数，我们根据这些服务和协议网站的网络流量模式来估算各国不同类型加密货币服务和协议的交易量。我们承认网络流量数据存在一定的局限性，因为一些加密用户可能会使用 VPN 等工具来隐藏真实的物理位置。然而，考虑到我们的指数涵盖了数亿笔加密货币交易和超过 130 亿次网页访问，由于 VPN 导致的任何错误归属的交易量在如此庞大的数据集面前都是微不足道的。我们还将研究结果与全球本地加密专家和运营商的见解进行对比，这增强了我们对这种方法的信心。

以下是子指数的描述及其计算方法，以及我们自去年以来方法论的改进。

子指数类别 1：按购买力平价 (PPP) 调整后的人均 GDP 计算的集中式服务接收的链上加密货币价值

我们引入这个子指数以根据各国在集中式服务上接收的总加密货币价值进行排名，并对排名进行加权，以偏向于那些该金额相对于平均收入更高的国家。为了计算这一点，我们估算每个国家集中式服务用户在链上接收的总价值，并按购买力平价 (PPP) 调整后的人均 GDP 进行加权，这反映了该国每位居民的收入。链上接收的价值与按购买力平价 (PPP) 调整后的人均 GDP 的比率越高，排名就越高。换句话说，如果两个国家在集中式服务上接收的加密货币金额相同，那么人均 GDP 较低的国家将排在前面。

子指数类别 2：按购买力平价 (PPP) 调整后的人均 GDP 计算的集中式服务接收的链上零售加密货币价值

我们还根据非专业个体加密货币用户在集中式服务上的活动进行估算，这基于他们交易的加密货币价值与平均人购买力的比较。我们通过估算每个国家用户在集中式服务上接收的加密货币金额来实现这一点，但仅计算价值低于 10,000 美元的零售交易。然后，我们根据这一指标对各国进行排名，并对排名进行加权，以偏向于人均 GDP 较低的国家（按购买力平价 (PPP) 调整）。

子指数类别 3：按购买力平价 (PPP) 调整后的人均 GDP 计算的通过去中心化金融 (DeFi) 协议接收的链上加密货币价值

我们根据各国的 DeFi 交易量进行排名，并对排名进行加权，以偏向于人均 GDP 较低的国家（按购买力平价 (PPP) 调整）。

子指数类别 4：按购买力平价 (PPP) 调整后的人均 GDP 计算的通过去中心化金融 (DeFi) 协议接收的链上零售加密货币价值

我们根据各国在零售规模转账中的 DeFi 交易量进行排名（同样是价值低于 10,000 美元的加密货币），并对排名进行加权，以偏向于人均 GDP 较低的国家（按购买力平价 (PPP) 调整）。

方法论变更情况

方法论变更 1：衡量去中心化金融 (DeFi) 活动

今年的方法论主要变化在于我们如何衡量去中心化协议接收的加密货币价值。对于 DeFi 服务，我们仅考虑来自可疑个人钱包的接收价值，排除其他已知 DeFi 钱包的接收价值。这种新方法论确保了总接收价值不会因某些智能合约所需的中介步骤而被夸大。

以下是去中心化金融 (DeFi) 转账通常运作的示例：

  1. 一个个人钱包在 DeFi 协议 A 中发起交换，将以太币 (ETH) 从个人钱包转移到 DeFi 协议 A 的路由器合约地址。

  2. ETH 从路由器合约地址存入包裹以太币 (wETH) 代币合约。

  3. 路由器合约接收 wETH。

  4. 从路由器合约向去中心化交易所 (DEX) 池合约进行转账。

  5. 从 DEX 池合约向路由器合约进行转账。

  6. 最后，从路由器合约转回个人钱包。

根据我们新的方法论，我们只计算上述示例中的第一次转账，以确定 DeFi 协议接收的总价值。通过这种方式，我们可以消除同一服务提供商之间合同的中介转账。这一过程导致我们对接收价值的估算有所减少，但现在的估算更加准确。

方法论变更 2：排除 P2P 交易所子指数

在过去几年中，我们将 P2P 加密货币交易量纳入计算，按照人均购买力平价 (PPP) 和互联网用户数量进行加权，以计算整体全球加密货币采纳排名。今年，我们决定排除这个子指数，因为 P2P 交易所的活动显著减少。其中，历史最悠久的 P2P 交易所之一 LocalBitcoins.com 去年关闭，导致了这一下降。

2024 年全球加密货币采纳指数前 20 名

中南亚和大洋洲 (CSAO) 在我们的 2024 年指数中占据主导地位，该地区有七个国家进入前 20 名。正如我们在完整报告中提到的，CSAO 拥有一系列独特的加密市场，当地加密交易所的活动水平较高，同时在商户服务和去中心化金融 (DeFi) 方面也表现活跃。

全球加密活动持续增长

在 2023 年第四季度与 2024 年第一季度之间，全球加密活动的总价值大幅提升，达到了比 2021 年加密牛市期间更高的水平。我们可以在下面的图表中观察到这一趋势，我们通过将 151 个国家在 2021 年第三季度到 2024 年第二季度每个季度的指数分数进行汇总，并重新进行指数化，以展示全球采纳的增长情况。

去年，加密货币采用的增长主要是由中低收入国家推动的。然而，今年所有收入阶层国家的加密货币活动均有所增加，但高收入国家自 2024 年初以来有所回落。

当我们观察不同服务类型的年同比增长时，发现去中心化金融 (DeFi) 活动在撒哈拉以南非洲、拉丁美洲和东欧显著增加。正如上图所示，这一增长可能促使这些地区的山寨币活动增加。

当我们观察服务类型的年同比增长时，发现去中心化金融 (DeFi) 活动在撒哈拉以南非洲、拉丁美洲和东欧大幅增长。如上图所示，这一增长可能促使这些地区的山寨币活动增加。

欲了解这些趋势、最近的监管动态以及世界各国如何使用加密货币，请阅读完整的 2024 年加密货币地理报告。

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