TRON 链上专题报告：TVL 超 200 亿美元，超过 1190 亿 USDT 在 TRON 上流通

深潮2024-09-29 tarihinde yayınlandı2024-09-29 tarihinde güncellendi

在 DeFi 方面，TRON 位居所有区块链网络的第二位。

作者：OurNetwork

编译：深潮TechFlow

编辑注：

欢迎来到我们第六期的 Zoomed-in，这是来自 OurNetwork 的区块链深度系列。本周我们关注 TRON——一个于 2018 年推出的 Layer 1 区块链，它悄然在稳定币转移领域占据了重要地位。尽管日常实用性常常被视为加密货币的遥不可及的梦想，TRON 的使用却凸显出非投机性使用的证据。由于地区偏见，TRON 的使用情况常常被忽视，因为它的应用主要发生在美国以外的地区。

我们很高兴地宣布，Dune 最近已整合 TRON。这为我们的团队以及链上数据社区提供了一个全新的区块链供我们解读。在本期中，我们将围绕 TRON 新兴的用例、用户行为和基于 Dune 数据的应用提供基于数据的评论。

让我们深入探讨一下 TRON。

① TRON：网络一览

总锁定价值超过 200 亿美元，用户超过 2.6 亿，总转账量超过 13 万亿美元

  • TRON 的链上数据令人意外——TRON 的总锁定价值 (TVL) 已超过 200 亿美元。在 DeFi 之外，支撑这一数字的主要因素是 TRON 的治理系统，已质押近 60 亿美元，以及 JustCrypto，一个 TVL 达到 50 亿美元的跨链解决方案。在 DeFi 方面，TRON 位居所有区块链网络的第二位，DeFi 基础的总锁定价值约为 80 亿美元。在钱包方面，过去一个月平均每天活跃账户超过 262 万，这一稳定的活动水平显示出强劲的需求，几乎不受市场波动影响。

Dune - @tron_dao

Dune - @sliceanalytics

  • 在第二季度的活跃账户中，仅有 10% 是在该季度创建的，这表明这些用户是网络上的持续参与者。截至 2024 年 9 月，TRON 上的用户账户总量超过 2.6 亿。

Dune - @tron_dao

Dune - @tron_dao

  • 由于网络活动活跃，TRON 在过去一年中实现了总收入 16.4 亿美元，主要来自交易费用，其中在过去 30 天内实现了 2.18 亿美元——TRON 在少数几个 Layer 1 网络中表现突出，持续通缩，从 2019 年 12 月到 2024 年 9 月的年化通胀率为 -2.94%。

Dune - @sliceanalytics

② 稳定币的主导地位：TRON 上的 USDT

TRON 是首个在单一稳定币上拥有超过 600 亿美元价值的区块链

  • 超过 50% 的 Tether 总供应量（超过 1190 亿美元）在 TRON 网络中流通，使其成为首个在单一稳定币 USDT 上拥有超过 600 亿美元的区块链。

Dune - @steakhouse

Dune - @steakhouse

  • 到 2024 年 9 月为止，TRON 上超过 90% 的 USDT 交易价值低于 1 万美元，超过 30% 的交易价值低于 100 美元。这些数据显示，基于 TRON 的 USDT 持有者中很大一部分是普通用户，他们进行的日常交易金额较低且频繁，例如汇款、小额支付和点对点转账。

Dune - @steakhouse

  • 对于 TRON 而言，普通用户和小额交易占主导地位，突显了其作为可扩展、安全且低成本的区块链在日常金融活动中的重要性。这一用户基础推动了持续的交易活动，提升了流动性并增强了网络的稳定性。事实上，使用 USDT 的大多数低于 1 万美元的交易在 TRON 上进行，展示了该链在现实世界中的独特实用性。

Dune - @steakhouse

Dune - @steakhouse

③ 用户及顶级协议：使用趋势

TRON 的网络活动主要由 1 万美元以下的交易驱动

  • 在 2024 年第二季度，TRON 平均每天进行 630 万笔交易。作为参考，这大约是以太坊主网在 2024 年的日均交易量的六倍。

Dune - @tron_dao

  • 在 2024 年 9 月，用户每天创建大约 200,000 个新的 TRON 钱包。每日新钱包创建数量的稳步增长突显了网络采纳的持续强劲，并进一步证明了 TRON 的自然增长。

Dune - @tron_dao

  • Oobit、Orbital 和 UQUID——都是面向消费者的应用——通过关键集成推动了 TRON 在现实世界中的采用，将区块链引入日常交易。Oobit 是一款点触支付应用，允许用户在 Visa 和 Mastercard 商户处使用 TRON 相关的加密货币进行交易。Orbital 是另一个专注于新兴市场的支付平台，强调其 98% 的稳定币交易——主要是 USDT——在 TRON 网络上进行。而 UQUID 是一个银行平台，通过允许阿根廷用户使用 TRON 上的 USDT 为他们的交通卡充值，进一步增强了 TRON 在现实世界中的应用性。这些合作展示了 TRON 在全球范围内推动实际金融解决方案不断扩展的角色。

Dune - @simbadmarino

积极参与 TRON 生态系统

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