Aptos Q3报告:日活地址数上涨超300%

Odaily星球日报Pubblicato 2023-11-10Pubblicato ultima volta 2023-11-10

Introduzione

在取得众多进展之下,Aptos的Q4将如何发展?

编译 | Odaily星球日报

Aptos Q3报告:日活地址数上涨超300%

Aptos 是一个以速度和稳定性为优先考量的 PoS 区块链,该链由原 Diem 开发人员创建

Aptos 利用 AptosBFT 和 BlockSTM 等杰出技术,在理论上可实现超过 100, 000 TPS 和小于一秒的延迟。此外,它提供了使用 Move 语言的可靠、快速和灵活的开发环境,为开发者和用户提供了满足需求的区块链体验。

近日,Aptos 发布了 2023 Q3季报,Odaily星球日报对原文进行了编译。本报告对 Aptos 近期的发展和做出了梳理,并对未来的计划进行了展望。

2023 年第三季度亮点 

关键事件与更新 

链接Web2和Web3的合作伙伴关系:微软、Sushi、Pyth 和 Flowcarbon

  • 与微软合作,Aptos 致力于整合“Aptos Assistant”功能,旨在将 AI 生态系统与区块链连接起来。此举将 Aptos 置于 AI 和 DeFi 革命的前沿。

  • Aptos 是 SushiSwap 上的第一个非 EVM 链。

  • Aptos 将与 Pyth 合作引入支持 Peace 数据源的 Oracle 解决方案,为 Aptos 生态系统的 dApps 提供无需许可的数据源访问。

  • 与 Flowcarbon 合作,Aptos 将在 Aptos 网络上推出一个新项目,提供高质量的碳排放权。 

Q3关键事件

发布 Wormhole Connect v 0.0.7 ;Petra 钱包中引入移动 APT 质押支持;Surf 的推出;公布 Martian 资产管理工具。

  • 最新的 Wormhole Connect v 0.0.7 为开发者提供了用户友好的开发界面。

  • Petra 钱包 App 启用转移质押,以此来增强质押的可访问性。

  • Thala Labs 推出了 Aptos SDK TypeScript 接口 Surf,提高了开发便利性。

  • Martian 钱包引入了一个投资组合 dApp,允许用户管理与其 Aptos 网络帐户关联的代币和 NFT。 该应用程序提供各种功能,包括桥、价格跟踪和质押。

METAPIXEL 项目暂停

  • 9 月 3 日,Aptos 内部积极开发备受期待的 Metapixel(METAPIXEL)项目的 NPIXEL Meta 部门突然宣布解散。

第三季度,共有 8 个 AIP 通过并集成到协议中,其中最引人注目的是 AIP-35、AIP-39 和 AIP-37 

  • AIP-35 解决网络丢失,并通过对导致错误的交易收费来增强安全性,而不是简单地将其回退。

  • AIP-39 通过引入一种机制,允许指定不同于交易发送者的燃气费付款账户,增强用户便利性并刺激网络活动。

  • AIP-37 通过在区块内过滤重复交易,建立了一个更加高效的网络。

Aptos 实现了其他重要的技术里程碑,包括数字资产标准的引入。

关键指标

Aptos Q3报告:日活地址数上涨超300%

链上表现

网络活动

Aptos Q3报告:日活地址数上涨超300%

自从 2022 年第四季度主网启动以来,Aptos 的日交易量显示出逐步增长,并在 2023 年第三季度经历了显著上升。特别是在 2023 年第三季度,该平台的日交易量达到了 489, 000 笔,较上一季度增长了 207% 。2022 年第四季度主网推出期间,由于空投活动,交易量有所上升,而 Aptos 代币解锁事件则在 7 月和 8 月导致交易量急剧增加。

Aptos Q3报告:日活地址数上涨超300%

日活钱包数量反映了日交易量的趋势,显示了交易在各个钱包之间相对均匀的分布,而不是集中在某一个特定的钱包上。去年第四季度,随着主网的启动和相关空投,活跃钱包数量达到了顶峰。随后,类似于日交易量,第三季度的日活跃钱包数量上升到约 69, 000 个,较上一季度增长了 329% 。

Aptos Q3报告:日活地址数上涨超300%

自从 2022 年 10 月 Aptos 主网推出以来,锁定的总价值(TVL)保持稳定,介于 6 亿到 7 亿美元之间。Aptos 网络上超过一半的 TVL 由 Thala Labs 的 Thala Swap 和 LiquidSwap 持有,这两个是生态系统中最大的去中心化应用(dApps)。

网络安全

Aptos Q3报告:日活地址数上涨超300%

在第三季度,Aptos 在全球拥有 113 个验证者,分布在 25 个国家,包括南美洲、欧洲、俄罗斯、日本和韩国。值得注意的是,仅韩国就有 13 个验证者,这突显了韩国市场对于 Aptos 的重要性和潜力。美国拥有最多的验证者,共 14 个。目前,Aptos 网络上有 8.688 亿 APT 代币被质押,占总供应量的 81.8% 。

开发活动

Aptos Q3报告:日活地址数上涨超300%

Aptos 网络持续受益于平均约 60 名开发人员的贡献,每周的代码提交量保持在平均 100 次。特别是在第三季度,与第二季度相比,开发人员数量增加了约 8% ,每周的代码提交量增加了 15% 。这些指标反映了对网络的持续和积极维护。

治理、合作伙伴关系和关键更新

治理(AIPs)

第三季度共实施了八项 AIPs(Aptos 改进提案),重要亮点如下(参见下图):

Aptos Q3报告:日活地址数上涨超300%

AIP-35 

在 AIP-35 之前,如果开发者提交的代码有误,交易会失败,且不会收取费用。然而, 7 月 18 日实施的[AIP-35 :启用 charge_invariant_violation]引入了对交易中的错误收费的能力,这是减少损害和增强网络安全性的积极步骤。

AIP-39 

以前,燃料费(gas fees)由交易发送方支付。但 8 月 23 日实施的[AIP-39 :启用费用支付者]增加了第三方支付燃料费的特性。类似于以太坊的 PAY MASTER,这一改进预计将显著改善用户体验,预期的便利性将为网络带来活力。

AIP-37 

AIP-37 是一个旨在通过在提交给网络前过滤掉区块内的重复交易来增强 Aptos 的提案。随着 7 月 18 日[AIP-37 :启用交易去重]的实施,重复交易不再提交到网络,预计将减少网络成本并提高安全性。

合作伙伴关系

第三季度,Aptos 在Web2和Web3领域建立了几个关键合作伙伴关系。以下是本季度重要合作的概述。

微软

Aptos Q3报告:日活地址数上涨超300%

在 8 月份,继与多家知名Web2公司的广泛合作之后,微软加入了在 Aptos 上构建的公司名单,其中包括谷歌云、万事达卡、NBC 环球、KYD 实验室、NPIXEL(METAPIXEL)、MoonPay 和富兰克林邓普顿。

这一战略合作旨在将 AI 生态系统整合到区块链中。利用微软的先进 AI 技术,合作将引入具有自然语言支持的“Aptos 助手”。用户将从 AI 在编码实现和 dApp 开发中的协助中受益,将 Aptos 置于 AIxDeFi 创新的前沿。

SushiSwap

Aptos Q3报告:日活地址数上涨超300%

在新加坡的 Aptos 黑客马拉松上,Aptos 宣布与跨链 DeFi 平台 SushiSwap 建立合作关系。这次合作值得关注,因为 SushiSwap 主要支持各种与 EVM 兼容的链,如以太坊、Phantom 和 Polycon,使 Aptos 成为与其建立合作关系的第一个非 EVM 链。

Pyth

Aptos Q3报告:日活地址数上涨超300%

Aptos 与提供预言机解决方案的 Pyth Network 建立了合作关系。这次合作涉及在 Aptos 主网上提供 Peace 数据源,并暗示了可能引入自动化价格调度器的潜力。在 Aptos 上开发的所有程序都将无需许可地访问 Peace 数据源。

Flowcarbon

Aptos Q3报告:日活地址数上涨超300%

Aptos 基金会已与 Flowcarbon 启动了可持续性倡议的合作。Flowcarbon 目前在追踪链上碳排放方面处于领先地位,新项目将在 Aptos 网络上提供高质量的碳排放权,有助于减少碳排放并促进可持续发展。这一合作在追踪 Aptos 网络上的碳抵消方面的作用值得关注。

其他合作伙伴关系涉及国内知名实体,如 MARBLEX、乐天集团和 NeowizIntella X。此外,与 KYD 实验室的合作将 Aptos 指定为 WonderBus 音乐及艺术节的官方票务合作伙伴。

另一方面,某些合作关系显示出减弱的迹象。积极参与 Aptos 备受期待的 METAPIXEL 项目的 Npixel 的 Meta 部门突然宣布解散,导致 Metapixel 项目无限期中止。

关键事件和功能发布

第三季度的主要事件和功能变更包括:

Wormhole Connect v 0.0.7 

Aptos Q3报告:日活地址数上涨超300%

最新的 Wormhole Connect v 0.0.7 能使任何 Aptos 开发者能以极少的代码直接在他们的 dApp 中添加桥接功能。这有助于简化开发者体验,通过简洁的代码轻松修改用户界面。

Inderxer.xyz(Byzantion

Inderxer.xyz (Byzantion) 推出了一个通知系统,使用户能够在 Aptos 的任何市场上接收有关 NFT 交易或接受出价的警报。

Petra 钱包

Petra 钱包移动端 APT 质押支持,扩展了移动用户的质押能力。这一举措显著降低了进入网络的门槛,使其成本效益更高,更易于触及更广泛的受众。

Surf 的推出

Thala Labs 推出了 Surf,一个利用 Aptos React 钩子的 typescript 接口,解决了 Aptos SDK 中现有的限制。Surf 提供了解决现有问题的方案。

Martian 资管工具

Martian 推出了资产管理工具,允许用户在其 Aptos 网络账户中管理代币和 NFT。这个仪表板提供了拥有代币和 NFT 的全面视图,并内置了追踪代币价格的功能。

此外,Aptos 生态系统在第三季度经历了多项事件。Econia Labs 引入了新的治理工具,并与 Aptos CLI 一起发布,Msafe 推出了第二代多重签名解决方案。

数字资产标准

数字资产标准的推出,Aptos 在第三季度取得了重要的技术里程碑。代币标准在建立共享基础以在区块链生态系统中创建、管理和与数字资产互动方面发挥着关键作用。Aptos DA 为构建者提供了无与伦比的灵活性、可配置性和可扩展性。

结语

2023 年第三季度,Aptos 在技术和生态系统方面都经历了实质性的增长。交易量和活跃钱包同比增长超过 200% ,开发者活动也有高个位数的增长。尽管备受期待的游戏项目 MetaPixel HQ 意外关闭,但 Aptos 通过揭示与微软、Peace、Sushi、Wormhole 等多家公司和项目的战略合作和引入举措,弥补了这一挫折。此外,Aptos 在第三季度推出了八项 AIPs,增强了对提升网络性能的承诺。此外,第一个数字资产标准的推出标志着一个重要的里程碑,大大提高了 Move 语言的可用性。

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