稳定币爆发:日均供应量超 1680 亿美元,月度稳定币钱包地址增长百倍

深潮Опубліковано о 2024-09-19Востаннє оновлено о 2024-09-19

领先的法币支持稳定币的总供应量达到了历史新高,日均供应量超过 1680 亿美元,在过去 12 个月中增加了 400 亿美元。

作者:Cuy Sheffield

编译:深潮TechFlow

上周,我们发布了 VisaAlliumLabs 的 V2 版本的链上分析仪表板。

查看数据的一些关键洞察,并在此查看完整的修订仪表板。自 2019 年以来,年度调整后的稳定币的交易量在市场周期中平均增长了 225%。2024 年调整后的交易量中,41% 来源于中心化交易所的存取款。

领先的法币支持稳定币的总供应量达到了历史新高,日均供应量超过 1680 亿美元,在过去 12 个月中增加了 400 亿美元。

PayPal 的稳定币 PYUSD 在过去 6 个月中供应量增加了四倍多,从 2.08 亿美元在某个时刻突破了 10 亿美元。这一激增主要是由于它在 5 月份发布于 SOLANA,现目前占 PYUSD 总供应量的 59%。

USDC 在 BASE 上的平均调整后的月交易量从 2024 年 3 月的 26 亿美元增加到 56 亿美元。

Base 现在持有约 10% 的 USDC EVM L1 和 L2 供应量,总计 32 亿美元。

在过去 12 个月中,Tron 的调整后 USDT 交易数量接近 80%,而 Tron 的调整后 USDT 交易量超过 50%。

这两个比例都是任何稳定币与区块链组合中最高的比例。

在过去 6 个月中,平均工作日的稳定币交易量比平均周末的稳定币交易量高出 93%,但在同一时期,平均工作日的交易数量仅高出 17%。

过去 6 个月周末的总调整后的稳定币交易量为 4634 亿美元。

在 11 月 Ethereum L2 的月度调整稳定币交易量超过了 Ethereum L1 的所有稳定币交易量。

一年前,Ethereum 占调整后月度 USDC 交易量的 64%。现在,它仅占 19%,同时 Base 占 35%。

高吞吐量、低成本的区块链与高成本区块链的用户行为和消费模式不同。

在 SOLANA 上,网络费用可能低于 1 美分,65% 的历史交易低于 100 美元。

自 2019 年以来,月度稳定币钱包地址从 2.3 万增长至 2600 万。

我们希望这个仪表盘能够推动关于稳定币的讨论,并欢迎对我们如何继续改进它的反馈。我们对稳定币所带来的机会感到兴奋,并始终希望与下一代基于稳定币的金融科技公司合作。

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