可月赚百万美元,Layer2谁最赚钱?

Odaily星球日报Published on 2024-06-06Last updated on 2024-06-06

Abstract

在以太坊 Layer2 生态系统中,Coinbase 的 Base 在五月份累计创造了超过 600 万美元的链上利润,而 Blast 则居第二位,差距较大。

原文作者:Nathan Reiff

原文翻译:白话区块链

由美国顶级加密货币交易平台 Coinbase 推出的以太坊 Layer 2 扩容网络 Base,在五月份创造了超过 600 万美元的链上利润,成为最赚钱的 Layer 2 网络,超过了 Blast 和 Optimism 等竞争对手。

据 L2 BEAT 数据显示,Base 的利润激增源于总锁定价值(TVL)的快速增长,而这又是由以太坊在三月份通过预期的 Dencun 升级实施 EIP-4844 和 proto-danksharding 所推动的。

根据区块链分析平台 GrowThePie 的数据,Base 在五月份以 610 万美元的链上利润居于所有 Layer 2 链的首位,其次是 Blast 的 150 万美元和 Optimism 的 140 万美元。尽管 Base 在盈利竞争中遥遥领先这些竞争对手,但其每月的利润在三月份的 Dencun 升级之后急剧下降。

另一方面,Blur NFT 市场的开发者推出的新兴 Layer 2 网络 Blast,因其独特的 ETH 和稳定币原生收益,以及 Pacmoon 和 Fantasy Top 等项目向用户提供丰厚的激励措施,最近获得了认可。

Blast 在所有 Layer 2 利润中的份额从四月的 5.3% 增长到五月的 15.2% 。然而,它仍远远落后于 Base,后者在上个月占据了所有 Layer 2 利润的 56.8% 。

Layer 2 网络的链上盈利能力是指通过收取费用、发行 Token 以及其他方式所获得的收入,与 Layer 1 网络(以太坊)进行交互所需的成本之间的平衡。简单来说,就是确保网络在赚取利润的同时,能够覆盖与 Layer 1 网络互动所产生的各项费用。它不包括任何链下费用,因此不应将其视为从上到下运行这些网络的完整图景。

一位化名为 Kofi 的链上分析师维护的 Dune 仪表板也将 Base 列为首位,但五月份的利润仅略低于 700 万美元。差异可能是由于每个数据提供者在衡量收入和支出方面的差异。然而,Dune 的仪表板不包括 Blast 的数据,因此无法完全了解领先的 Layer 2 网络在这方面的情况。

可月赚百万美元,Layer2谁最赚钱?

根据 GrowThePie 的数据,自 2024 年 3 月以来,Base 一直是最赚钱的 Layer 2 网络。在过去三个月中,其总锁定价值(TVL)几乎增长了六倍,从 13 亿美元增长到 76 亿美元,创下了该链的历史最高水平。由于 Optimism 的 TVL 在过去一个月基本保持不变,Base 有可能超过 OP Mainnet。

Base 和 OP Mainnet 都是基于 OP Stack 构建的,并且是 Optimism「超链」生态系统的一部分,尽管它们被认为是该生态系统内的独立 Layer 2 网络。就总锁定价值而言,Base 仍远远落后于行业领先者 Arbitrum,后者的 TVL 达到 191 亿美元。

除了 Dencun 分叉所带来的升级之外,自从 Coinbase 宣布推出新的智能钱包以提高新用户对链上交易的可访问性以来,Base 在加密货币社区的吸引力逐渐增长。

Coinbase 的智能钱包将采用账户抽象的方式,为那些对 DeFi 细节不熟悉的人提供便捷的链上交易。Base 也受益于 Coinbase 的知名度以及它所带来的额外曝光,还有像最近的「On-Chain Summer」奖励活动等推广推动,该活动本周开始。

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