曾红极一时的TG Trading Bot赛道如今表现如何?

Odaily星球日报Published on 2023-11-09Last updated on 2023-11-09

Abstract

原先占据领先地位的 Maestro、Unibot 和 Banana Gun 各自发展如何?

原文作者:dt,DODO Research

原文编辑:Lisa

作为今年度少数热点赛道之一,曾经红极一时的 TG Trading BOT 赛道如今表现如何呢?今天 Dr. DODO 将带大家一探究竟,让我们以 Binance Research 研报 的发表日 8 月 17 日作为一个时间点,比较下至今这两个半月内 TG Trading Bot 赛道版图有什么变化?原先占据领先地位的 MaestroUnibotBanana Gun 各自发展如何?

数据比较

就整个赛道整体数据而言,不管是在交易量、Tx 数或是使用者方面,TG Trading Bot 赛道相较于暑假的数据有明显的回落。交易量从最顶峰每日接近 30 M 美金的交易量跌落至今大约 10 M,Tx 数则从每日最高 80 K 下调至 40 K,而使用者数则是回调最少的数据,每日平均用户仍维持在 10 K 左右。

曾红极一时的TG Trading Bot赛道如今表现如何?

每日交易量数据 Source: https://dune.com/whale_hunter/dex-trading-bot-wars

曾红极一时的TG Trading Bot赛道如今表现如何?

每日 Tx 数数据 Source: https://dune.com/whale_hunter/dex-trading-bot-wars

曾红极一时的TG Trading Bot赛道如今表现如何?

每日使用者数据 Source: https://dune.com/whale_hunter/dex-trading-bot-wars

接着就 TG Trading Bot 市场版图来看,Maestro 仍然稳居第一,占据超过一半的使用者数。Banana Gun 则是不断稳定成长,在发币后数据更是有着明显的提升,在九月初便成功反超 Unibot 登上第二名,目前使用者数约占 35 %。而 Unibot 在币价 ATH 之后数据不断下跌,使用者数更是跌破 10% 。

曾红极一时的TG Trading Bot赛道如今表现如何?

Source: https://dune.com/whale_hunter/dex-trading-bot-wars

Maestro 凭藉着长久以来的社区支持仍然是这个赛道的领先者,不过已经从市场上绝对的领先者接近 70% 市占率逐渐下滑了至快跌破 50% 。

Banana Gun 前期靠着空投预期吸引到不少新用户,并靠着优质的 MEV Bribe Snipe 代币狙击功能以及比其他竞品更低的 0.4% 服务手续费巩固用户群。产品也不断推陈出新,最近推出的具有 Bribe 功能的限价单也让许多用户获利颇丰,备受好评。Banana Gun 在 MEV Bribe 狙击新币的功能上占据领先地位,过去十天 Banana Gun 用户贿赂 MEV Builder 的数据已超过 1700 E,远高于 Maestro 的 65 E,Unibot 则迟迟没有这项功能。

曾红极一时的TG Trading Bot赛道如今表现如何?

Source: https://dune.com/queries/3056051

相较于前两者,Unibot 则是在产品上改进不多,随着代币下跌广告效应也不在,产品更新上踏足 FriendTech Bot 更是一大败笔,日均使用者人数不到 10 位。在主要业务技术落后的情况下去分新增加业务,让人有一种项目方炒币为主产品其次的感觉。

曾红极一时的TG Trading Bot赛道如今表现如何?

Source: https://dune.com/whale_hunter/unibot-revenue

安全性

尽管 TG Trading Bot 赛道的项目从来不以安全性吹嘘,其目标用户本就是风险系数较高的 Degen 族群,但近来发生的两起黑客攻击事件同样带来不少打击。

10 月 24 日,Maestro 更新了其路由合约,但此合约因智能合约代码漏洞被黑客攻击导致用户损失超过 280 ETH。但后续,Maestro 项目方展现高度诚意,在修复漏洞后总偿还将近 610 ETH,获得了社区的高度称赞。

而不到一周过后, 10 月 31 日,Unibot 同样因更新路由合约出现代码漏洞导致黑客攻击,用户损失约 355 ETH。其代币 $Unibot 也应声下跌 50% ,目前据 Unibot 称已全数赔偿用户损失,代币价格也回升至事件前水平。

TG Trading Bot 向来是以牺牲安全度获得便捷度为主的一种替代方案,Not Your Key Not Your Money 用户在使用这类应用时切记注意风险,以小额投入为主。

后起之秀

管目前 TG Trading Bot 赛道市场上前三的项目占据接近 90% 的份额,但仍有不少后起之秀项目积极挑战,其中更是不乏有知名背景的项目方。

PepeBoost:Pepeboost 以中文社区为主要对象,社区带单炒币的形式吸引到不少使用者,目前在市占排行上暂居第四名,据项目方宣称其跟单交易功能更是超越 Maestro。

Shuriken:Shuriken 的特色在于其除了 TG Bot 之外,网页端的 Dapp 提供用户许多便捷的看板功能,提供用户监控聪明地址或是热门代币等等功能,并且推出积分徽章吸引不少空投猎人前来使用。

Alfred:Alfred 则是目前最多人提及的 TG Bot 项目,原因并不是因为其产品有特别突出的特色,而是其背景惊人。Alfred 团队由 Flashbots 联创 Stephane Gosselin 实名创办,近来发生的多起 TG Bot 项目被黑客攻击事件,让人对于安全性的疑虑大大提高。实名且具有高评价背景的 Alfred 便获得许多人亲睐,而其也同样推出积分机制,让不少空投猎人也来参与使用。

笔者观点

TG BOT 领域一直都是笔者重点关注且非常感兴趣的一个赛道。在笔者看来,区块链要普及化这种方便使用的应用是必然的过程之一。

尽管目前观察下来,数据相较于热度当头时有相当幅度的下跌,但整体而言仍然相当健康。数据回调很可能与市场走势有关,整体大盘回暖导致链上 Gas Fee 提高,并且对应到的是链上 Memecoin 发财效应不在,链上 Degen 用户相当程度转移 BTC 衍生的应用。而回到 TG BOT 赛道,不仅龙头项目仍在不断更新,且还有几个新项目的加入,其中更是有 Flashbot 创办人的参与,代表着不仅仅 Degen 用户在注意正规具有背景的开发者们也积极的重视。

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