OP Superchain 发展现状与关键数据分析

金色财经Pubblicato 2024-12-02Pubblicato ultima volta 2024-12-02

作者:haotian 来源:@tmel0211

最近查看了 @Optimism Superchain 过去一年的利润和生态数据,提取了几个关键指标,分享如下:

  1. 收入情况
    OP Superchain 截至目前共计收入 15,849 个 ETH,其中 @base 贡献 2,878 个 ETH。收入构成包括 OP Mainnet 的链上净利润与 OP Stack 链的 15% 的链上净利润分成(2.5%的总收入)。由于没有其他 L2 的收入数据直接对比,暂不作评价。

  2. 生态系统发展
    OP Superchain 生态系统已扩大至 35 条链,其中 L2 有 33 条,L3 有 2 条。虽然统计可能不完全,且大部分尚未上线,但可见 OP Stack 的发展速度迅猛。

  3. Base 链表现
    Base 链是 Superchain 生态中表现最好的链,日交易量 6.9M,月交易量 205M,相当于 OP Mainnet 的 22M 的 10 倍。可见,将 Base 纳入超级链的决策非常成功。

  4. 收益分析
    4 月份市场行情较好时,Superchain 单月收益 1,189 个 ETH,其中 Base 占 48.4%,OP Mainnet 占 51%,其他链总共占 0.6%。这表明 OP Stack 的战略效果在 Base 链上已经显现,其他 L2 仍未起势。

  5. 收入贡献
    Base 链贡献给 Superchain 的 48.4% 收入仅占其总收益的 15%,而 OP Mainnet 贡献的 51% 却是其全部净利润。这表明 Base 链的实际收入相当可观,大约是 OP Mainnet 的 6 倍

整体来看,这份数据真实反映了 OP Superchain 当前的发展状况,仍处于早期阶段,只有 Base 链已经跑出来,其他链尚处于发展初期。

开支情况估算

奇怪的是,表格中并未列明 OP Superchain 的开支情况。我们可以通过其他公开数据进行大致估算。

最近,OP 向 Kraken 提供了 2,500 万枚 OP 代币,以发展新 OP Stack layer2 网络 Ink,算是一笔大手笔。同时,其连续六轮的 RetroFund 也发放了超 60M 的 OP 代币。承诺给 Base 网络的 OP 代币占总供应量的 2.75%(分六年发放),并不时给特定网络赞助或资源置换。这部分支出可观。以下是一个大致的估算,仅供参考:

投入与产出对比

  • 投入:43 亿枚 OP × 2.75% = 1.18 亿枚 OP ÷ 6 = 2,000 万 OP/年

  • 收入:过去一年贡献了 2,500 ETH(Base 上线已有 15 个月,共计 2,878 ETH,减去 3 个月的收入)。

以 ETH 和 OP 当前价格粗略估算,相当于投入了 $3,000 万 成本,换来了 $625 万 的回报。

字面上看,绝对是个“亏钱”的生意。当然,如果 OP Foundation 不把 $OP 支出当“成本”,情况可能有所不同。

反思

Layer2 发展僵局的问题仍难以破解,但通过这些数据细节或许可以找到一些线索。

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