TGE后战绩辉煌,揭秘deBridge爆发式增长动力

Odaily星球日报Опубліковано о 2024-12-16Востаннє оновлено о 2024-12-16

Анотація

100天内增加10万新用户,协议收入约1500万美元。

根据链上数据显示,deBridge 跨链协议总结算量约 59 亿美元,平均每日跨链结算约 4000 万美元, 100 天内增加 10 万新用户,协议收入约 1500 万美元;过去三十天跨链结算量超过 10 亿美元,过去三十天跨链手续费超过 100 万美元,是目前手续费收入排名第一的跨链桥。此外,Solana 上 90% 的大笔跨链资金都使用 deBridge 转移。

数据来源:https://app.debridge.finance/analytics

市场领先地位的巩固

跨链手续费收入排名第一

在过去 30 天内,deBridge 跨链手续费收入超过 100 万美元,这表明其成为用户和机构跨链转移资产的首选协议。deBridge 提供了高效、安全且具吸引力的跨链服务。在市场竞争中,用户愿意为优质服务支付更高费用,从而确保资金的流动性和安全性。收入的可持续性将为协议的进一步研发、市场拓展和生态合作提供资金支持。

TGE后战绩辉煌,揭秘deBridge爆发式增长动力

Solana 大额跨链资金的主要通道

90% 的 Solana 大额跨链资金通过 deBridge 完成,这表明其技术能力已获得高价值交易用户的信任。这一趋势显示了 deBridge 在 Solana 生态中不可替代的角色,尤其是在服务高净值用户和机构方面的竞争优势。同时也证明了协议在处理大额交易时的稳定性、安全性和高效性。

TGE后战绩辉煌,揭秘deBridge爆发式增长动力

100 天内新增 10 万用户

在短时间内吸引 10 万新用户,deBridge 在用户体验、产品推广和市场策略上的显著成功。随着用户数量增加,协议的整体交易量和活跃度将进一步提升,更多参与者推动生态自循环发展。

TGE后战绩辉煌,揭秘deBridge爆发式增长动力

协议收入与商业模式的可持续性

协议收入达 1500 万美元

在跨链领域,实现稳定且高额收入的跨链协议并不多见。盈利能力突出:相比仅依赖融资和代币发行的项目,deBridge 的收入增长展示了其商业模式的独特性和可持续性。技术创新带来的溢价:收费模式得到了市场的认可,用户愿意支付手续费以换取高质量的跨链服务。未来扩展空间:收入的积累可以支持协议进行更多的技术创新和市场营销。

交易量与市场需求的稳定增长

跨链总结算量达 59 亿美元,日均 4000 万美元

稳定增长的日均结算额,说明 deBridge 已经成为跨链资产流动的核心基础设施之一。随着加密市场份额日益增长,越来越多的用户和机构需要高效的跨链工具,deBridge 填补了这一关键市场需求。在支持如此大规模交易的同时,协议能保持稳定运行,进一步增强用户的信任。

TGE后战绩辉煌,揭秘deBridge爆发式增长动力

过去 30 天内跨链结算量超 10 亿美元

最近一段时间的交易量增长表明,市场对跨链技术的需求持续上升,deBridge 已经成为这一增长的受益者和推动者:新增用户开始活跃使用协议,增加了协议的实际利用率

技术核心竞争力 0-TVL

凭借着 0-TVL 这一极速跨链交易核心竞争力,deBridge 可能从竞争对手中吸引了更多用户,进一步巩固了市场份额。0-TVL 意味着无资金托管风险,避免成为攻击目标。更高的资本效率,增强用户资产流动性,去中心化验证网络确保交易安全与透明。避免 TVL 相关的经济风险。从长远看, 0-TVL 模式将进一步增强 deBridge 在跨链生态中的市场竞争力,同时为整个行业的安全性和可持续发展提供新思路。

增长数据背后的未来潜力

deBridge 的增长数据不仅反映了其本身的成功,跨链交易的主流化凸显,大量资金的跨链流动说明区块链生态已趋向多链并存的格局,跨链桥作为关键基础设施的需求显著上升。

TGE后战绩辉煌,揭秘deBridge爆发式增长动力

据链上数据平台 DefiLIama 数据显示, 30 天内所有跨链协议交易结算量约为 200 亿美元,近 7 天结算量超过 40 亿美元,defi 用户对于跨链的需求日益剧增,而跨链桥能保持稳定的增长必然离不开核心竞争力,如果保持自身领先的竞争力将是一个长久的议题

生态合作与跨链应用场景的扩展

deBridge 通过与更多公链、协议和去中心化应用合作,进一步拓展生态系统。这将带来更多交易量和用户基础。deBridge 推出 OP Horizon ,这是一项针对 deBridge 生态系统中用户和项目的增长计划,在几个月前也曾推出过 Arbtium Horizon。本次在 Optimism Foundation 的支持下发放 150, 000 OP 赠款 用于为用户返还费用和 gas 费用,为 Optimism 生态系统提供流动性。

DBR 代币的价值赋能

协议收入的增长和用户规模的扩大,将为 DBR 代币的价值赋予更多实际支持,为投资者和社区带来长期回报。根据 deBridge 基金会官方推文,DBR 作为 deBridge DAO 的重要核心,未来将在投票治理、质押、协议手续费分成以及持币手续费减免等多方面发挥重要作用。

deBridge 的下一步是支持更多异语言公链和比特币网络,整合更多流动性碎片更早的实现无缝互通,除了正在开发的可编程的跨链和链抽象,账户抽象,团队也将会尝试更多的技术革新为 defi 领域带来更多可能性。

Пов'язані матеріали

Goldman Sachs In-Depth Report: Who Will Be the Long-Term Winners in China's AI Large Model Industry?

Goldman Sachs Report: China's AI Models at an Inflection Point China's open-source/open-weight large language models (LLMs) have reached performance parity with top global proprietary models, according to a Goldman Sachs report. This is driven by architectural innovations and higher parameter efficiency, allowing Chinese models to achieve comparable capabilities at 2%-10% the parameter size and significantly lower cost. The market is evolving into a two-tiered structure: a high-end segment (e.g., GLM5.2, Qwen3.7 Max) with premium pricing and a low-end, price-sensitive segment for global SMEs and individual users. Key points: * **Cost & Performance:** Innovations like Mixture of Experts (MoE) enable high performance with smaller models. Projects like Meituan's LongCat 2.0, trained on domestic hardware, highlight progress in tech self-sufficiency. * **Open-Source Strategy:** Most Chinese players use open-source/open-weight models for flexibility and ecosystem growth. However, Goldman notes this may underreport actual deployment and revenue. A shift toward "open-weight + community license" models with revenue sharing (e.g., MiniMax) could improve monetization. * **Market Shift & Global Expansion:** Enterprise AI adoption is shifting from "token maximization" to "ROI-first." International expansion, especially in non-US markets, is a major growth driver. Chinese models are increasingly available on global platforms like AWS Bedrock and Microsoft Copilot. * **Competitive Landscape:** Using a framework based on pricing power, cost advantage, and financial strength, Goldman identifies **Zhipu AI and DeepSeek** as the strongest in foundational text models, and **ByteDance** as the leader in multimodal/video generation. The report maintains Buy ratings on MiniMax and Kuaishou. * **Market Growth:** China's AI model API and subscription revenue is projected to grow from an estimated ¥35 billion in 2026 to ¥879 billion by 2030.

marsbit8 хв тому

Goldman Sachs In-Depth Report: Who Will Be the Long-Term Winners in China's AI Large Model Industry?

marsbit8 хв тому

Goldman Sachs Deep Dive Report: Who Will Become the Long-Term Winners in China's AI Large Model Industry?

Goldman Sachs Report: Who Will Be the Long-Term Winners in China's AI Large Model Industry? China's AI large model sector is at a historic inflection point. Goldman Sachs argues that the intelligence of Chinese open-source/open-weight models is approaching top global proprietary models. Rapid adoption by domestic enterprises and global SMEs is creating a data flywheel effect that will further drive model iteration. The evolution is summarized as moving from "DeepSeek's cost-efficiency moment last year to GLM's model-intelligence moment this year." Chinese models achieve near-state-of-the-art performance at significantly lower cost, primarily due to architectural innovations like Mixture of Experts (MoE) and higher parameter efficiency. Models like DeepSeek V4 Pro (1.6T params), GLM5.2 (0.7T), and MiniMax M3 (0.4T) are much smaller than global leaders. Recent advancements in coding capability are attributed to better data curation and RLHF. Landmarks like Meituan's LongCat 2.0, trained fully on domestic AI chips, demonstrate progress in hardware stack independence. The market is forming a "two-tiered structure." The high-end tier (e.g., GLM5.2, Alibaba's Qwen3.7 Max) prices around $1 per million tokens, about 10-25% of US top models, with estimated inference gross margins of 10-20%. The low-end tier (priced as low as $0.06-$0.2 per million tokens) targets price-sensitive global SMEs and individuals. MiniMax derives 60-70% of revenue overseas. Goldman forecasts China's AI model API/subscription revenue to grow from an estimated RMB 35bn in 2026 to RMB 879bn by 2030. Most Chinese players adopt open-source/open-weight strategies for deployment flexibility and community feedback, though this limits monetization as deployments on third-party platforms (e.g., Alibaba Cloud) may not generate direct revenue. A shift towards "open-weight + community license" models with revenue-sharing agreements (like MiniMax's approach) could improve unit economics. International expansion, particularly in non-US markets, is the key growth driver. The global enterprise AI paradigm is shifting from "token maximization" to "ROI prioritization." Chinese models are already hosted on major global platforms like AWS Bedrock and are under consideration for integration into Microsoft Copilot. Using a competitive framework based on pricing power, cost advantage, and financial strength, Goldman identifies the strongest players: In foundational text models, Zhipu AI (initiated coverage) and DeepSeek lead. In multimodal/video generation, ByteDance's Seed is the frontrunner, with Kuaishou's Kling and MiniMax's Hailuo also well-positioned. Goldman maintains a Buy rating on MiniMax, citing its attractive valuation.

链捕手13 хв тому

Goldman Sachs Deep Dive Report: Who Will Become the Long-Term Winners in China's AI Large Model Industry?

链捕手13 хв тому

Is Ethereum Truly a "World Computer"?

Title: Is Ethereum Really a "World Computer"? Ethereum, envisioned as a "world computer" by its founder Vitalik Buterin, aims to be a decentralized platform for global applications. However, a recent analysis by Four Pillars raises questions about whether it is more accurately a "Western computer," based on the geographical distribution of its validators. Currently, the United States dominates with 38.19% of all validators, followed by Germany at 13.04%. Combined, these two countries account for over half of the network. In contrast, Asian representation is minimal, with Singapore holding only 3.15%. The concentration is partly due to affordable cloud hosting services like Hetzner and OVH in Europe and North America, as well as the prevalence of residential validators in the U.S., where individuals run nodes via home internet connections. When examining professionally operated validators, the distribution becomes more balanced. The U.S. share drops to 25.81%, while Asian countries like Singapore (7.28%), Hong Kong (6.44%), Japan (6.38%), and South Korea (4.59%) collectively approach the U.S. level. This shift reflects strategic deployments by institutions to meet regulatory requirements and reduce latency for local users. However, regions like South America, the Middle East, and Africa remain underrepresented. Ethereum's peer-to-peer network mechanisms, such as gossipsub, disadvantage areas with low node density, creating a feedback loop where delayed message propagation reduces validator performance and rewards. This imbalance challenges Ethereum's promises of censorship resistance and global accessibility. Despite these issues, opportunities exist for growth in underrepresented regions. As demand for localized staking infrastructure rises, early entrants in areas like the Middle East could establish dominant positions by offering compliant, low-latency solutions. The evolving validator landscape highlights both the structural challenges and the potential for Ethereum to move closer to its "world computer" ideal.

Foresight News2 год тому

Is Ethereum Truly a "World Computer"?

Foresight News2 год тому

Торгівля

Спот
活动图片