Chainlink 数字资产洞察：2024 年第一季度

Foresight News2024-06-25 tarihinde yayınlandı2024-06-25 tarihinde güncellendi

Özet

最近，Web3 生态在去中心化金融（DeFi）的锁定价值、去中心化交易所（DEXs）的交易量以及 stablecoin 活动方面出现了显著增长（详见附录）。回顾年初的第一季度，我们将审视该领域的重要事件，包括： 1. 一月份美国批准了十一个现货 Bitcoin（BTC）ETF，在为 ETF 和包装通证提供底层资产透明度方面，Chainlink 的储备金证明（PoR）的角色至关重要。 2. 包装 BTC 的活动导致了其他通证（如 USDC 和 USDT）有更高的借贷收益率，如 Chainlink DeFi 收益指数（CDY）所示（见下图）。

简介

最近，Web3 生态在去中心化金融（DeFi）的锁定价值、去中心化交易所（DEXs）的交易量以及 stablecoin 活动方面出现了显著增长（详见附录）。回顾年初的第一季度，我们将审视该领域的重要事件，包括：

1. 一月份美国批准了十一个现货 Bitcoin（BTC）ETF，在为 ETF 和包装通证提供底层资产透明度方面，Chainlink 的储备金证明（PoR）的角色至关重要。

2. 包装 BTC 的活动导致了其他通证（如 USDC 和 USDT）有更高的借贷收益率，如 Chainlink DeFi 收益指数（CDY）所示（见下图）。

来源：Chainlink DeFi Yield Index

随着 Bitcoin 在过去 15 年中崛起并变得广为人知，它已成为一个不同于传统法定货币系统的新型去中心化货币资产。Bitcoin 通常被用作 DeFi 生态中的抵押品或结算手段，并且已经通过链上和链下基础设施构建了许多基于 Bitcoin 的金融产品。所有这些应用都需要安全可靠、防篡改的价格数据，以确定这些产品中的资产估值，Chainlink 通过提供区块链行业中最为去中心化和广泛使用的 BTC/USD Price Feed 来促进这些产品的增长，并作为触发智能合约执行或充当防篡改断路器的手段。随着现货 Bitcoin ETF 的批准，Chainlink 继续通过行业标准服务（如 Chainlink Price Feeds, Chainlink Proof of Reserve, the Chainlink DeFi Yield Index 等）增加 Bitcoin 的使用。

下载报告：

https://blog.chain.link/wp-content/uploads/2024/04/Chainlink-Digital-Assets-Insights_-Q1-2024.pdf

（文中链接复制至浏览器打开）

通过储备金证明促进 Bitcoin 的使用

在 2024 年 1 月 10 日，美国批准了 11 个现货 Bitcoin ETF。ETF 基金的底层资产（在本例中为 BTC）的透明度对于维护信任至关重要；市场参与者依赖所提供的关于资产的准确性和完整性的信息来做出配置决策、评估风险，并了解他们的资本如何分配。BTC ETF 展示了 Chainlink 储备金证明如何提供底层资产的透明度，从而实现机构级别资本的入驻。例如，由21Shares和 ARK 投资管理发行的 ARKB ETF 截至 2024 年 3 月底管理约 27 亿美元的 Bitcoin 资产，并利用 Chainlink 的储备金证明，该证明直接从 ARKB 的托管人（Coinbase Prime）获取储备数据，并通过 Chainlink 预言机将数据上链（Ethereum 主网）。Chainlink 的储备金证明还帮助在 ETF 之外的其他应用中重置抵押品价值数据，正如 Ava Labs 的 BTC.b PoR 所证明的，它确保了 Avalanche 的原生跨链桥，以确保每个 BTC.b 都有相应支持。此外，Swingby 的 Skybridge 在启用 WBTC 转账之前会读取 Chainlink 储备金证明以进行 WBTC 的抵押品检查。行业领导者使用 Chainlink 的储备金证明，因为它具有无与伦比的安全性、可靠性和兼容性：1）通过自动化的、基于真实的数据验证降低风险；2）为用户提供更强大的透明度；3）防止系统性失败和蔓延影响。

Chainlink 储备金证明提供的透明度将在越来越多的机构考虑参与通证化和加密货币时继续发挥关键作用。

利用 Chainlink DeFi 收益指数进行 DeFi 解析

在 Ethereum 上的 DeFi 借贷协议中包装 Bitcoin（"WBTC"）的供应在通证和美元方面都有显著增长。

来源: CDY-WBTC Index

在 Ethereum 上的主要 DeFi 借贷协议中 WBTC 通证的数量——包括 CDY-WBTC 成员 Aave v2、Aave v3 和 Compound v2——在 2023 年 12 月至 2024 年 3 月之间从约 40,000 增长到约 50,000。

在 DeFi 借贷中 WBTC 的供应增加并不一定会改变其收益配置，因为借贷收益基于借用利用率（借出的 WBTC 相对于供应的 WBTC），而 WBTC 在主要借贷协议上的借用利用率已经处于较低水平。

来源: CDY-WBTC Index

因此，当用户在借贷协议上存入更多低收益的抵押品通证时，表明他们打算借更多的其他通证——事实上，在主要的借贷协议中也观察到了这一点。下图显示了主要借贷协议上 USDC 的借款水平（左轴）及其借用利用率（右轴）。

来源: CDY-USDC Index

借款利率的提高意味着利率上升（包括借贷利率和借款利率），随着主要借贷协议上的 USDC 借款增加，市场上的利率已经呈上升趋势（见下图）。

来源: CDY-USDC Index

需要注意的是，个别协议上的原始借贷收益率的每日波动较大；CDY-USDC 指数不仅平滑了这些收益率数据，而且还汇总了 DeFi 借贷领域绝大部分 USDC 的借贷收益率。结论是，供应的 WBTC 水平的增加可以显著影响其他通证的借贷收益率，这一动态可以通过 Chainlink DeFi 收益（“CDY”）指数明显观察到，该指数抓取了 DeFi 中主要通证的借贷收益率：USDC、USDT、WBTC 和 WETH。这些指数追踪由 Chainlink 预言机保障的借贷协议的收益率，旨在为用户提供当前市场收益率的全面信息。这将使用户能够比较传统银行和 DeFi 市场之间的利率，评估相对通证收益率，并识别在其他情况下对他们不透明的收益趋势和机会。由于 DeFi 借贷市场具有相当的动态性，涉及不同链上的各种协议，CDY 指数简化了市场分析的过程，为用户提供了一个简化但具洞察的概述，有助于及时做出决策。

Chainlink 持续解锁 DeFi

Chainlink 平台通过其行业标准的 Price Feed 和储备金证明服务，使 Bitcoin 等资产能够跨链入驻。Chainlink 的 WBTC 储备证明数据源（自 2021 年起在 Ethereum 上活跃）为用户提供了包装 BTC 底层资产的透明度，随着更多资产跨链移动，这将变得至关重要，而 Chainlink Price Feed 继续支撑 DeFi（Chainlink 在 Ethereum 上的 BTC/USD 价格数据源自 2020 年以来一直活跃）。自 2023 年 9 月 1 日以来，用户对 Chainlink 在 Ethereum 上的 BTC/USD 价格数据源的日常调用明显增加，与此同时，WBTC 的活动也在增加。

来源: CDY-WBTC Index, Chainlink Price Feeds

注意：这里可视化的价格数据源调用是 Ethereum 网络上最近 24 小时内调用次数的 30 天动态平均值。

此外，Chainlink 的 BUILD 计划包括帮助增加 Bitcoin 在 EVM 生态中的采用以及 Bitcoin DeFi 服务的协议。例如，Merlin Protocol已经将 BRC-20（在 Bitcoin 网络上发行的通证）、Bitcoin 和 Bitcoin 哈希算力适应了 EVM 生态体系。

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