开发者数量仅次以太坊,Base 成为 DeFi 协议新的流量争夺地

链捕手Published on 2024-08-20Last updated on 2024-08-20

作者: 西柚, ChainCatcher

编辑: Marco , ChainCatcher

 

8月15日Growthepie数据显示,以太坊Layer2生态系统处理的日内交易笔数已突破1300万笔(具体约1315万笔),每日交易额创下历史新高,而驱动Layer2生态交易数据整体上涨的背后推力却是Base网络。

进入7月下旬后,Base网络每日交易量多次飙升至400多万的峰值。其中7月27日,Base网络以443.2万笔日内交易量创下历史最高记录。换句话说,现在Layer2生态内三分一的交易量都发生在Base网络上。

同一时期内,Arbitrum日内交易量约有180万笔,Op Mainnet仅有47万笔,以太坊主网的日交易量今年大部分时间则维持在110万笔左右。由此来看,Base已经成为活跃度最高的区块网络。

这从Base官方区块浏览器Basescan数据中可以得到证实,在过去六个月内,Base网络上的每日交易量激增了700%。

根据DeFiLlama数据显示,Base网络的TVL已有63亿美元,已跃升为第二大Layer2网络。

TVL在Layer2市场排名升至第二,开发者活跃度仅次于以太坊

8月9日是Base主网启动一周年的纪念日,官方推出周年纪念NFT供用户免费收藏,约有10.7万NFT被铸造。在过去的一年中,Base网络的数据增长令人瞩目,已从0冲至Layer2市场头部队列,网络的总锁定价值(TVL)攀升至Layer2市场第二位,开发者活跃度也成为仅次于以太坊的第二大公链网络。

除每日交易量高达400万笔外,Base链上累计的地址数已突破1亿个,近一个月内,每日新增地址数超50万个。

社区用户@Aliba曾感叹到,Base用户数据增长真是惊人,一天涨50万,一周不到就可以涨出Arbitrum空投前的总地址数,要知道Arbitrum空投时地址数才有230万个地址不到。

在每日交易量及地址等链上用户活跃数据表现优异外,Base链上锁仓的加密资产数量和开发者用户数都在增加。

8月19日L2Beat数据显示,Base网络的TVL已有63亿美元,早已成为第二大Layer2网络,市场占有率升至17.2%,排名仅次于Arbitrum(147.5亿美元)。

在最新的Developer Reporter开发者报告中,Base网络的开发者数量总计已有3991位,年度增长了52%,开发者数量是所有区块网络中是增长最快的。

目前,Base网络拥有的开发者数量仅次于以太坊,成为整个公链市场上第二大开发者活跃网络。

在收益方面,自3月开始,Base网络每月捕获的收入就在Layer2市场中排名第一。其中7月Base网络整体的收入超过300万美元,而主流Layer2网络的整体收入才660万美元。

如果用传统的“开发者+资金+用户”三方面维度衡量一个公链的护城河来看,目前Base网络无疑已形成了自己的生态壁垒。

Base数据增长的催化剂

从TVL和用户活跃度数据变化趋势来看,Base网络自今年3月中旬采用坎昆升级Blob数据新格式后,链上数据就开启了爆炸式增长。

先是链上Gas费的降低释放了链上原有用户的交易需求。同时社交平台Farcaster上DEGEN等百倍涨幅引发链上MEME币炒作热潮,mfercoin、TYBG(Base Gold)、Brett等新MEME币的百倍造福效应一波接着一波又催生了新需求,一大批MEME项目宣布迁移至Base网络,吸引了前来寻找MEME Alpha的流量。

在早期Base链上的资金很大一部分是在围绕着MEME币在炒作,不过,随着5月MEME炒作热潮的褪去,Base链似乎并未受影响,反而开启了新一轮增长,而这一切要得益于Base官方推出的生态激励活动Onchain Summer。

5月3日,Base官方宣布将启动一年一度的生态激励活动Onchain Summer,并为参与的Builder、用户等提供超过价值200万美元的600ETH奖品、赠款和积分。

Onchain Summer活动时长持续3个月(6月-8月)。其中,第一个月主要是生态黑客松(Buildation)活动,吸引开发者,接下来的两个月主要是吸引用户和做增长。

这并不是Base第一次搞Onchain Summer活动,去年8月Base网络推出时就开启了第一期活动,为Base网络带来了人气和项目,曾经风靡一时的社交应用Friend Tech就爆发于此期间。

为了吸引开发者,Base本期黑客松活动将为每位Coinbase开发平台注册用户免费提供0.25ETH Gas供使用。它还强调称,早期获得资助的生态建设者除了可以获得Base 资助之外,Optimism等其他生态系统合作伙伴也将在Onchain Summer期间奖励建造者。

在6月30日结束的黑客松活动中,Base表示该活动吸引了7500多名开发者,提交的项目超过1250个,获奖项目约80个,产品涵盖项支付、社交、游戏、创作者工具等,提交的项目数量和参与人数是有使以来规模最大的链上黑客松活动。

在用户激励方面,参与Onchain Summer期间的活动,完成任务如铸造NFT等可以赚取积分,积分可以用来兑换商品如实物Base周边T恤、帽衫等。

另外,Coinbase每月会为所有会员用户提供价值10美元的Gas费,帮助用户上链,对于Base链每次交易支付的几美分费用,相当于每个用户可以免费进行数百笔交易。

在Onchain Summer生态活动的激励下,已有大量开发者、资金和用户涌入Base生态掘金,目前,距离Onchain Summer活动结束还有10天左右的时间,是否还会有Friend Tech一样的爆款产品诞生仍值得期待。

DeFi协议纷纷涌入Base寻找新增长,用户如何参与?

在Onchain Summer激励活动上线的第二个月7月10日,Optimism宣布推出SuperFest激励活动,将分配150万枚OP代币专门用于奖励在其Superchain上探索DeFi应用的用户,而Base链及其生态项目就包含在其中。在双重活动激励下,大量高质量的DeFi项目和资产涌入Base生态,寻找新增长机会。

根据Artemis数据显示,在过去的一年里,Base链上的DeFi活动占活跃地址的比例从14%上升到了28%,其中,6月Base链上的USDC供应量就突破了30亿美元,过去90天内增长超1000%,而链上稳定币转账增长了247%。

目前,全网第一大DEX平台Uniswap交易量的60%都发生在Base网络,同一期间内,以太坊网络贡献的交易量仅占比26%。而Base链的第一大原生DEX Aerodrome交易量在DEX赛道排名前六。

除Uniswap外,迁移至Base链上的新老DeFi应用程序均实现了不同程度的发展。

8月1日Circle发行的欧元稳定币EURC官方在社交媒体表示,在Base链上推出不到两周,就发行了730万欧元EURC,使EURC总市值增长了超20%。

入选本次OP SuperFest激励活动的借贷协议Morpho Labs,自5月份扩展至Base后TVL增加了1.25亿美元。

借贷协议Radiant Capital表示,其在Base网络上推出一周以来,TVL不断上升,存款增加了3200万美元,借款增加超2200万美元,Base链上的资产约占Radiant TVL总额的16%。

合约协议Synfutures V3,在Base链上推出2周就成为该链上排名第一的perp DEX,并在第二季度交易量创下980亿美元的新高。

正是看到了用户增长的潜力,越来越多的DeFi协议开始扩展至Base链,如LRT协议Ion protocol,在7月29日宣布将质押和再质押资产的借贷引入Base生态;借贷协议Fluid表示将在今年晚些时候在Base上上线;流动质押协议Moonwell于8月13日推出了基于Base的质押凭证weETH。

除了DeFi协议外,开发者也在Base链探索其它新机会。

7月22日,B3游戏开发商NPC Labs宣布完成由Pantera Capital领投的2100万美元的种子前和种子轮融资,该团队旨在通过基于Base构建的扩展平台B3.fun来增加链上游戏的采用。

大量DeFi及开发者的入驻,不仅丰富了Base生态系统,也为用户提供了多样的产品和服务,增加了选择。

目前,用户参与Base链生态有两种主要方式,一是参与Onchain Summer活动,铸造活动NFT或完成特定任务赚取链上积分凭证,搏未来的生态项目空投;二是参与Op SuperFest活动激励的项目,赚取额外的OP奖励收益等。

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