以太坊烧钱率下降,TVL暴跌17%——这是怎么回事?

币界网Published on 2024-08-13Last updated on 2024-08-13

币界网报道:
    随着以太坊网络活动的减少,ETH的消耗率已降至历史最低水平。相比之下,以太坊的竞争对手Solana的DeFi TVL今年迄今为止增长了近四倍。

以太坊的[ETH]燃烧率在8月10日燃烧了121个ETH代币后降至历史最低水平,这是自EIP-1559升级实施以来的最低水平。

在Etherscan上看到的燃烧率下降,是因为该网络继续失去其在去中心化金融(DeFi)市场的主导地位。

以太坊活动减少

以太坊仍然占据着DeFi市场的巨大份额,根据DeFiLlama的数据,以太坊的总价值锁定在470亿美元。

然而,Tron[TRX]和Solana[SOL]等竞争对手网络一直在蚕食其市场份额,导致TVL自8月1日以来大幅下降17%。

DeFi活动的减弱也导致了每日活跃地址数量的下降。

根据AMBCrypto对Santiment数据的分析,以太坊的每日活跃地址已从7月22日的731000下降到8月11日的386000左右。

TVL和用户活动的减少意味着交易减少,这阻碍了收取和燃烧的天然气费用。这使得以太坊的燃烧率降至多年来的最低水平。

AMBCrypto对超声波货币数据的分析还显示,在过去的七天里,有3885个ETH代币被烧毁,同时发行了18000个代币。

因此,以太坊已经变得通货膨胀,总共有14206个ETH进入流通供应。

ETH输给SOL了吗?

随着以太坊努力应对网络活动的下降,其最大竞争对手Solana的DeFi TVL显著上升。

截至发稿时,索拉纳的TVL为47.2亿美元,比1月1日的约14亿美元增长了近四倍。

Solana的价格也超过了ETH。虽然以太坊在过去一年中上涨了39%,但Solana的涨幅却惊人地达到了487%。

在撰写本文时,ETH的交易价格为2.581美元,在过去两周下跌了13%。

然而,交易员们押注于积极的价格走势,因为在撰写本文时,以太坊的资金利率从负值转为正值。

这表明越来越多的交易员持有多头头寸,表明看涨情绪有所转变。

现货以太交易所交易基金(ETF)推动的需求也是进一步上涨的催化剂。


阅读以太坊的[ETH]价格预测2024-25


据SosoValue称,自7月23日以来,华尔街巨头贝莱德和富达分别为其ETH ETF购买了价值7.61亿美元和2.82亿美元的以太币。

根据Coinshares最近的一份报告,以太坊上周也出现了1.55亿美元的最高流入量。

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