Aptos 链上专题报告：单日交易量高达 3.26 亿笔，TVL 增长近 300%

深潮2024-09-06 tarihinde yayınlandı2024-09-06 tarihinde güncellendi

深入了解 Aptos 的用户趋势，涵盖该链上的 DeFi 和消费领域，并通过数据分析探讨正在该网络上构建的新兴协议。

作者：OurNetwork

编译：深潮TechFlow

欢迎阅读我们生态系统大型专题系列的最新一期。在这里，我们通过数据驱动的链上分析，展示新兴生态系统的整体健康状况和增长情况。

今天，我们很高兴为大家介绍 Aptos——一个高性能的 Layer 1 区块链。该项目于 2022 年 10 月在主网上线，并在 2024 年持续发展。在 2024 年 6 月 8 日，Aptos 的日活跃地址数达到了历史新高的 120 万，而在 2024 年第三季度，其日均活跃地址数达到了 18 万，相比 2024 年第二季度增长了 28%。此外，Aptos 的总锁定价值（TVL）年初至今增长了 294%，从 1.74 亿美元增至 6.855 亿美元，同时今年的跨链交易总量达到了 17 亿美元。

本期内容将带您深入了解 Aptos 的用户趋势，涵盖该链上的 DeFi 和消费领域，并通过数据分析探讨正在该网络上构建的新兴协议。

Aptos 大型专题报告

Uyen Nguyen | Website | Dashboard

Aptos 创下 L1 日交易记录，单日交易量高达 3.26 亿笔，消费应用使用量激增

  • 自上线以来，Aptos 吸引了近 2200 万用户，仅在 8 月 19 日当周就新增了 67.9 万用户。近期的里程碑事件包括整合了 Tether 的 USDT，这是首个在 Move 驱动的生态系统中引入的主要稳定币，以及在 8 月份单日处理超过 3.26 亿笔交易。交易量的激增主要归功于游戏开发商 Tapos 推出的第二款游戏——一款“点击即赚”的游戏，该游戏在 8 月的短短 3 天内就产生了超过 5.33 亿笔交易。

Artemis

  • 自不到两年前上线以来，Aptos 已吸引了近 2200 万独立用户，用户数量持续增长。链上每日活跃地址 (DAAs) 的每周平均值自年初以来已从 6.5 万增至 18 万，实现了三倍增长。

Artemis

  • 截至今年，Aptos 的跨链交易量已达到 17 亿美元。这一数据来自 520 万笔独立的跨链交易，主要由 LayerZero 的 Stargate Bridge 推动。今年早些时候，3 月 1 日至 5 月 1 日期间，Stargate 的 Aptos 活动激励了 71% 的跨链交易量（12 亿美元）。自该活动以来，跨链交易的每周平均交易量从活动期间的 1.5 亿美元锐减了 90% 以上，过去 3 个月中仅为 400 万美元。

Flipside - @cristinatinto

Zachary Roth | Website | Dashboard

2024 年，随着新协议的推出和生态系统的成熟，TVL 增长近 300%

  • Aptos 的总锁定价值（TVL）正在上升，目前达到 6.855 亿美元，自年初以来增长了 294%。链上 26% 的 TVL（1.774 亿美元）集中在 Aries Markets，这是一条链上的主要借贷协议。另有 20%（1.365 亿美元）在 Amnis Finance，这是一种流动质押协议，另外 19%（1.294 亿美元）在 Thala，一个多产品的 DeFi 中心。这三个协议共同占据了链上总 TVL 的三分之二。尽管 Aptos 的 TVL 在 3 月份达到了 7.789 亿美元的峰值，但最近与 Ondo Finance 和 Securitize 的合作，以及通过 Aptos Labs 的 Ascend 计划推出的一系列产品，显示出链上机构资本增长的潜力。

DeFiLlama

  • Aptos 目前的稳定币市值为 1.802 亿美元，其中 USDC 占据了 60%（即 1.084 亿美元）。自年初以来，稳定币市值已经增长了 3.6 倍（从 4930 万美元起）。Tether 的 USDT 集成预计将为 Aptos 带来更多的流动性，USDT 在稳定币市场中占据约 70%，供应量超过 1180 亿美元。Aptos 上的 DeFi 协议，总锁定价值（TVL）达 6.855 亿美元，也有望从 USDT 的引入中获益。

DeFiLlama

  • Aptos 的 DeFi 生态系统正在不断扩展。Meso Finance、Superposition、Joule、Mizu 和 Ziptos 等新协议已经上线，而 Aave、Mirage 和 Thetis 等更多协议也在筹备中。Panora 最近成为全球第三大去中心化交易所（DEX）聚合器，按24小时交易量计算，仅次于 Jup 和 1Inch。与此同时，Merkle 的累计交易量已超过 130 亿美元，并在 8 月份平均每周交易量超过 2.5 亿美元，这一表现正好赶在其 9 月 5 日的 TGE 之前。

DeFiLlama

Econia

Econia Labs | Website | Dashboard

Econia 的总交易量已超过 2.5 亿美元

  • Econia 是在 Aptos 上运行的超并行链上订单簿。订单簿的一个主要优势是其资本效率高——它通过集中流动性来提供比自动化做市商（AMM）去中心化交易所（DEXs）更优的定价。这一点在 Econia 的表现中得以体现，其 24 小时交易量达到 55 万美元，而总锁定价值（TVL）为 165 万美元，资本效率比达到了 0.331。

DeFiLlama

  • Econia 的 APT-lzUSDC 交易对继续保持稳定的 24 小时交易量，一直在 50 万美元到 100 万美元之间，并在 8 月 13 日创下 170 万美元的历史新高。

Kana Labs

Kana Labs | Website | Dashboard

Kana 的 DeFi 套件总交易量已超过 2.5 亿美元，月均用户超过 3,700 人

  • Kana Labs 提供的 DeFi 交易套件集成了超过 9 个区块链，包括 EVM 和非 EVM 链（如 Aptos）。他们的产品涵盖跨链 DEX 聚合器、免 Gas 的现货市场平台（支持高级订单类型）以及永续期权。今年以来，DEX 聚合器的累计交易量已达 3.08 亿美元，其中在 9 月的前三天，每天交易量超过 1,100 万美元，并在 8 月 31 日创下 1,240 万美元的历史新高。

DeFiLlama

  • Kana Labs 与 SK Telecom 合作，在韩国成功将超过 20,000 名 Web2 用户引入“T Wallet”。T Wallet 由 Kana Labs 的跨链流动性和桥接聚合器支持，使用户能够直接从钱包进行代币交换。此项合作不仅增强了 Kana Labs 在韩国市场的影响力，还使其平台在按月用户增长百分比计算的前五大 DeFi 应用中占有一席之地。

ChainBroker.io

  • Kana Labs 的 Paymaster 在 Aptos 上通过为交易提供 gas 费用赞助，帮助 dApps 吸引更多客户到他们的平台。Paymaster 目前被 Kana Labs、Chingari、Wapal 和 Eragon 使用，每天为超过 10 万用户处理超过 25 万笔交易。

Dune - @kanalabs

Haley | Dashboard

Aptos 在两年内用户接近 2200 万，过去三个月新增 150 万用户

  • 截至目前，Aptos 已吸引了近 2200 万新用户，其中仅在 6 月 3 日就有 150 万用户加入。多款新消费者应用，如 Kade 的 Poseidon 和 Nameless（结合区块链与实体活动体验），在 Aptos 上线，吸引了众多新用户。这一增长趋势有望持续，得益于快速发展的 Web3 流媒体平台 Myco。Myco 最近与 Aptos 完成集成，预计今年将为网络带来超过 300 万的活跃月度观众。

Flipside - @Sniper

  • Aptos 平台上有五款消费者应用程序每月吸引超过 25,000 名独立用户（mUAW），其中印度的短视频分享应用 Chingari 以接近 200 万的月活跃用户数位居榜首。

DappRadar

  • 与此同时，Aptos 平台上的 NFT 活动略有上升。上周，由于 Rarible 在该网络上线，以及 Aptos Monkeys、Kana Labs、Mercato 和 Wapal 今年早些时候在 4 小时内联合铸造了 100 万个 NFT，Aptos 的 NFT 交易量达到了 300 万美元。此外，在第二季度，KYD Labs 与 Le Poisson Rouge 签署了一项协议，这个场馆是美国首个完全上链的主要场馆，成功将数十万粉丝引入 Web3。通过与 Aptos 的整合，KYD Labs 在短短 10 个月内已经吸引了 50,000 名粉丝，并实现了超过 100 万美元的票务销售。

TradePort

Tapos

Tapos | Website | Dashboard

Tapos 已生成数十亿笔交易，吸引了 8 万名用户，并在峰值时每秒处理 5,000 笔交易

  • Tapos 是一款基于区块链的游戏，将“点击即赚”的游戏玩法与虚拟宠物互动的怀旧体验相结合。它帮助 Aptos 打破了所有智能合约平台的每日交易记录，达到了 3.26 亿笔交易。

Flipside - @0xHaM-d

  • Tapos 的交易并不简单：每笔交易都会更新全局共享计数器和用户个人共享计数器，并使用链上随机技术让用户购买神秘宝箱和铸造奖励 NFT。尽管交易复杂， gas 费和交易延迟仍保持在较低水平。即便在游戏 1（2024 年 5 月）期间，Aptos 上的交易量日增超过 2,500%，以及在游戏 2（2024 年 8 月）期间几乎增加了 5,000%，链上的 gas 费仍然非常稳定且价格实惠，每笔交易仅为 0.000008 APT。

Dune - @aptos

nameless

nameless nyc | Website | Dashboard

在 6 个周末的街头节日中捕捉到超过 1000 次活动互动

  • Nameless 是一个活动平台，通过无缝的 Token 分发将您的实体和数字体验连接起来。在纽约市的 Bowery Land 街头节日上，参与者可以通过扫描二维码参与数字寻宝游戏，轻松收集品牌供应商的 Token。在为期 11 天的节日期间，共有 537 名独立用户进行了超过 500 次的活动互动。

Nameless (内部)

  • Nameless 还为马略卡锦标赛（ATP 250 职业网球锦标赛）提供数字和实体活动参与解决方案。该平台通过数字收藏品和精准的活动策划，将普通粉丝转化为活跃的社区成员。这次活动从 288 名社区成员中获得了 38 万次的社交媒体曝光。

Nameless (内部)

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