Аналитик рассказал о росте ончейн-метрик биткоина и Ethereum

cryptonews.ruPublished on 2024-11-05Last updated on 2024-11-05

Исследователь The Block под ником Lars опубликовал серию постов в X, в которых проиллюстрирован рост сетевых метрик по стейблкоинам, двум наиболее капитализированным криптовалютам, NFT и другим ключевым сегментам рынка.

В прошлом месяце скорректированный объем переданной ончейн стоимости в сетях биткоина и Ethereum вырос на 28,1% — до $420 млрд.

1/12 October summary 🧵

Most metrics increased.

Total adjusted on-chain volume increased by 28.1% to $420B (BTC: +32.1%, ETH +20.9%): pic.twitter.com/Y2kK1XEayw

— Lars (@lars0x) November 4, 2024

В октябре показатель первой криптовалюты увеличился на 32,1%, Ethereum — на 20,9%.

Стейблкоины

Скорректированный объем транзакций крупнейших стейблкоинов вырос в октябре на 8% — до $899 млрд.

2/12 Adjusted on-chain volume of stablecoins increased by 8% to $899B; Issued supply decreased by 0.7% to $149.3B, with USDT at 79.5% and USDC at 16.9% respective market share: pic.twitter.com/XjCvONZwvG

— Lars (@lars0x) November 4, 2024

Доля USDT в сегменте составила 79,5%; USDC — 16,9%.

Доходы майнеров

По итогам прошлого месяца общий доход майнеров вырос на 25,4% и достиг отметки в $1,02 млрд.

3/12 BTC miner revenue increased by 25.4% to $1.02B, while ETH staker revenue increased by 5.8% to $221.5M: pic.twitter.com/SZ4gBOphHT

— Lars (@lars0x) November 4, 2024

В свою очередь, совокупные стейкинговые поступления участников сети Ethereum увеличились на 5,8% — до $221,5 млн.

Сжигание ETH

В октябре сожжено 41 648 ETH, что эквивалентно $105 млн.

4/12 A total of 41,648 ETH, equivalent to $105M, was burned. Since the implementation of EIP-1559 in early August 2021, a total of 4.43M ETH, equivalent to $12.5B, has been burned: pic.twitter.com/4I3JYCTUmG

— Lars (@lars0x) November 4, 2024

С момента имплементации EIP-1559 в августе 2021 года всего выведено из обращения 4,42 млн ETH ($12,5 млрд).

NFT

Месячный объем торгов крупнейших NFT-маркетплейсов вроде Blur и OpenSea вырос в октябре на 26,5%, составив $121,6 млн.

5/12 Monthly NFT marketplace volume on Ethereum increased by 26.5% to $121.6M: pic.twitter.com/LyWLSyWABN

— Lars (@lars0x) November 4, 2024

CEX

Совокупный оборот централизованных криптобирж вырос на 16,3% — до $843 млрд.

6/12 Legitimate CEX spot volume increased by 16.3% to $843B: pic.twitter.com/ak5aheC4Oj

— Lars (@lars0x) November 4, 2024

ETF

По итогам октября чистый приток средств в спотовые биткоин-ETF составил $5,3 млрд.

7/12 Monthly net flows of all BTC spot ETFs came in at positive $5.3B. IBIT recorded a new ATH inflow of $872M on Oct 30: pic.twitter.com/TaVIFFiQEA

— Lars (@lars0x) November 4, 2024

В разрезе отдельных фондов у IBIT от BlackRock зафиксирован рекордный показатель 30 октября — $872 млн.

Фьючерсы

Открытый интерес по биткоин-фьючерсам по итогам прошлого месяца вырос на 22,9%; по контрактам на базе Ethereum — на 14,6%.

8/12 Futures: Open interest: BTC new ATH: +22.9%, ETH: +14.6%; Trading volume: BTC monthly futures volume increased by 12.1% to $1.25T (ETH +4.8%): pic.twitter.com/9D17rB71Qv

— Lars (@lars0x) November 4, 2024

Торговый оборот деривативами на основе цифрового золота увеличился на 12,1%. По Ethereum-фьючерсам — на 4,8%.

Открытый интерес по соответствующим производным инструментам на регулируемой бирже CME вырос на 21,5%, достигнув нового исторического максимума на уровне $12,5 млрд.

9/12 CME's open interest of Bitcoin futures increased by 21.5% to a new ATH of $12.5B (daily avg volume +9.6% to $5.3B): pic.twitter.com/25m5ZWseto

— Lars (@lars0x) November 4, 2024

Опционы

Открытый интерес по биткоин-опционам в октябре вырос на 35,7%; по контрактам на базе Ethereum — остался неизменным.

11/12 Options: Open interest: BTC: +35.7%, ETH: flat. BTC monthly options volume increased by 39.8% to $54B (ETH: +4.7% to $10.2B): pic.twitter.com/IVbNcxB1r5

— Lars (@lars0x) November 4, 2024

Месячный объем торгов деривативами на базе цифрового золота увеличился на 39,8%, до $54 млрд (Ethereum — +4,7%, до $10,2 млрд).

Напомним, аналитики CryptoQuant отметили рост ончейн-активности розничных биткоин-инвесторов до мартовских пиков.

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