如何衡量链上数据的开放价值｜大公专栏

链捕手Опубліковано о 2024-09-30Востаннє оновлено о 2024-09-30

在新加坡Token2049 期间，欧科云链研究院受邀参加 Bloomberg 主办的企业另类资产投资峰会 2024，与多位专家围绕未来数据形态与前景进行了深入交流。

活动后，欧科云链研究院负责人 Lola Wang 与资深研究员 Jason Jiang 在大公网发表署名文章《如何衡量链上数据的真实价值？》，就链上数据在 Web3 生态中的开放价值及应用潜力进行了深入分析。

1. 链上数据使用量是衡量 Web3 应用的关键指标

就像 Web2 时代用活跃用户数（DAU）和页面浏览量（PV）评估平台活跃度一样，链上数据使用量也展现着 Web3.0 应用的真实生命力：不仅有链上交易，还关注过程中的用户行为、智能合约执行、链上交互及投票等多维数据，体现着 Web3.0 应用在用户粘性、交互质量和创新拓展等方面的综合能力。

据欧科云链研究院不完全统计，目前市面上存在的公有链已经超过 1000 条。以欧科云链 OKLink 为例，短短数年已积累 2000+TB 的链上数据，这相当于 66 万部电影、10 亿张照片和 20 亿本电子书的体量。

图片来源：OKLink

除了公链，其他构型的区块链项目对链上数据使用量也愈加重视。以蚂蚁链为例。在最初探索区块链技术时，蚂蚁链专注于增加链上交易量，但近期在其向外界介绍首个 RWA 产品时，首次重点提及链上数据使用量的提升：到 2023 年，蚂蚁链链上数据读取量已达到日均 1 亿次。因此，不论是公链还是联盟链和私有链，虽然技术架构和发展路径存在差异，但链上数据使用量都是衡量区块链应用活跃度与价值的重要指标。

但与其他类型数据类似，链上数据可真实展现其所对应区块链的真实使用情况，但并不能直接创造价值。所以，如何对原本“可见但不可用”的链上数据进行提炼解析，并进一步提供更好用的数据生产力工具，激发出更强大的数据共创力就变得更为重要。港股上市公司欧科云链（01499.hk）作为香港本土链上数据服务商，就可提供基于其庞大链上数据储备之上 50 余条市面主流公有区块链浏览器、数据 API 服务以及最新面对技术开发者的 EAAS（Explorer As A Service）服务，持续提升链上数据使用效率，释放数据价值。

图片来源：OKLink

从这点来讲，无论是服务传统金融市场的 Bloomberg 还是深耕于链上数据赛道的 Web3 技术公司，挖掘数据价值是两者共通之处。

2. 链上数据的开放价值，远超想象

当然，这些不足以完全释放链上数据的应用潜力。

当越来越多的社会生产与经济活动开始向链上大规模迁移，链上数据的规模和开放价值也将进一步提升。无论是港府选择在区块链网络中发行代币化绿色债券，还是摩根大通与星展银行等机构使用 Aave 协议完成以太坊网络上的外汇和债券交易，全球传统金融业正在不断探索区块链与其现有业务的融合。

正如北方信托数字资产和金融市场全球主管 Justin Chapman 此前说的，“ 有一些令人信服的使用案例，有望将新的资产类别和产品推向市场，利用代币化、平台、生态系统和新数据源的力量，通过价值链带来效益，提供更好的管理和可操作的洞察力。”

而这些基于区块链技术的创新背后，实际上流动着的是海量的链上数据。

链上数据的开放性，本质上源于区块链技术的公开性与透明性：所有的链上活动，包括智能合约执行和资产转移都会准确记录在区块链网络中，任何人可以实时查询与验证。这种由技术开放所带来的数据开放价值在加密原生项目中尤为明显。在 DeFi 市场，所有的资金流动和交易记录都对用户公开，用户可以实时查看资金池中的流动性状况，而无需依赖中心化机构，不仅增加了用户对平台的信任，也大幅度降低了资金使用过程中的道德风险；而在 NFT 交易活动中，链上数据的开放透明让创作者和买家可以更轻松地验证艺术品的真实性和历史交易记录，避免伪造和欺诈行为的发生。

更重要的是，链上数据不仅是开放的，还是公共的：任何人、组织或机构都能利用链上数据进行分析、研究和创新。开发者能基于链上交易数据构建去中心化应用（DApp），研究人员可以基于用户数据分析链上经济行为，商业机构也能通过链上数据进行市场前瞻洞察。这种公共性极大提高了数据利用率，使其不仅是为个别用户或公司创造价值，更在推动整个 Web3 生态系统的繁荣。

图片来源：Bloomberg🇸🇬 闭门会议现场
欧科云链研究院（OKG Research）作为主旨演讲嘉宾现场演示链上数据的应用

不过，开放性和公共性只能保证链上数据理论上是可信和可用的，但实际中究竟该如何利用和使用，让其发挥出应有价值还需要做更多工作。但显然，让所有人具备从链上数据抓取、处理、存储、整合到分析的全方位能力并不现实，也会出现“重复造轮子”的现象，所以需要更多开发者与科技公司做好数据分析与使用前的前置工作，让链上数据变得更易得和更好用。就如同生成式 AI 让每个人都有可能成为“内容创作者”，更好用的数据分析工具也将让每个人有机会变成真正的“链上数据分析师”。

如今，数据的价值正在发生悄无声息但影响深远的改变。过去我们总将数据比为数字时代的石油或宝藏，但如今它逐渐成为如同水和空气一样的必需品。与石油或宝藏不同，水和空气是无处不在，但又始终开放与包容。相较于传统数据体系的封闭，链上数据凭借开放性与公共性，重新定义着数据要素的使用、生产、共享和价值创造模式，也逐渐成为 Web3.0 创新活动中不可或缺的“水和空气”。

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