速览以太坊供应动态:总体供需情况有利

Odaily星球日报Опубліковано о 2024-01-23Востаннє оновлено о 2024-01-23

Анотація

动态变化涵盖ETH质押,Gas使用,交易所余额,再质押和Eigenlayer等。

原文作者:Evanss 6 , 加密 KOL

原文编译:Felix, PANews

关于以太坊供应动态的主要考察:

  • ETH 质押

  • Gas 使用情况

  • 交易所余额、智能合约中的 ETH

  • 再质押、流动性再质押和 Eigenlayer

ETH 质押

ETH 总质押情况整体呈大幅上升趋势,并且正好处于 ATH 水平。Celsius/Figment 出现有史以来最大一次解押,约 57.3 万枚 ETH。

速览以太坊供应动态:总体供需情况有利速览以太坊供应动态:总体供需情况有利

另一方面,大量新的 ETH 被质押,其中很大一部分由 Eigenlayer 驱动。

速览以太坊供应动态:总体供需情况有利

Gas 使用情况

ETH 在过去 30 天以及过去 493 天(自合并以来)一直处于通缩状态,Gas 消耗主要由 Uniswap、ETH 转账、Tether/USDC、L2s、MetaMask 和 OpenSea/Blur 驱动。

速览以太坊供应动态:总体供需情况有利

速览以太坊供应动态:总体供需情况有利

速览以太坊供应动态:总体供需情况有利

值得一提的是,L2在 Gas 消耗总量中所占的份额呈上升趋势,从 8.49% 升至 13.5% ,统计时间多处于熊市/市场恢复阶段。Dencun 的 EIP-4844 或将改变一些趋势。

速览以太坊供应动态:总体供需情况有利

交易所余额

去年交易所上的 ETH 从 1960 万枚跌到了 1490 万枚的低点;智能合约中的 ETH 继续增长,接近 ATH 值。

速览以太坊供应动态:总体供需情况有利

再质押

Eigenlayer 持有约 74.5 万枚 ETH。尽管主要 LST 在 EtherFi、Kelp 和 Renzo 等协议的驱动下已达到上限,但这一数字一直在稳定增长。

速览以太坊供应动态:总体供需情况有利

速览以太坊供应动态:总体供需情况有利

自去年 12 月初以来,这些协议已经增加了约 22 万枚 ETH,并且在 EigenDA 推出之前仍在持续增长。此外 Frax Finance 和 Mantle 的 ETH 质押量也或将不断增加。

速览以太坊供应动态:总体供需情况有利速览以太坊供应动态:总体供需情况有利

除 Eigenlayer 之外,当 Altlayer(由 Polychain Capital、Jump Crypto 投资,并上线 Binance Launchpool)宣布向 Celestia 和 Eigenlayer 质押者空投时,进一步点燃了市场热情。

速览以太坊供应动态:总体供需情况有利

速览以太坊供应动态:总体供需情况有利

Altlayer 将于 1 月 25 日推出代币。这一空投公告无疑引发了市场对未来从其他活跃验证服务(AVSs)和相近项目向 Eigenlayer 再质押者空投的猜测。

总而言之,供给和需求双方看起来都很有利。DeFi、L2s和 Eigenlayer 等继续吸纳越来越多的 ETH,供应呈净通缩,Celsius 终于停止抛售,ETH 现货 ETF 炒作不断升温。

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