以太坊每周活跃钱包突破1000万个 牛市会翻10倍吗？

作者：区块链骑士

Author blockchain knight 比特币今日价格行情网_okx交易所app_永续合约_比特币怎么买卖交易_虚拟币交易所平台

Author: Blockchain Knight

在更广泛的以太坊生态系统中，网络活动明显增加。

Network activity is significantly increasing in the broader Ethereum ecosystem.

根据Dune Analytics的数据，不包括与Ordinals相关的地址，有超过1000万个钱包在积极使用主网和以太坊第二层解决方案，如Base、Optimism和Arbitrum等。

According to data from Dune Analytics, excluding addresses related to Ordinals, there are over 10 million wallets actively using the mainnet and Ethereum layer-two solutions such as Base, Optimism, and Arbitrum.

这一里程碑是2024年3月中旬Dencun升级成功实施的直接结果。

This milestone is a direct result of the successful implementation of the Dencun upgrade in mid-March 2024.

这次升级是以太坊众多升级中的一次，它有效地解决了紧迫的挑战，尤其是与可扩展性和gas费用相关的挑战。

This upgrade is one of many upgrades to Ethereum and effectively addresses urgent challenges, particularly related to scalability and gas fees.

随着连接到部署在主网、侧链或链外轨道上的各种协议的活跃钱包激增，X的一位分析师乐观地预测，在即将到来的牛市周期中，这一数字将从1000万增至1亿。

With the surge in active wallets connected to various protocols deployed on the mainnet, sidechains, or off-chain tracks, an analyst at X optimistically predicts that this number will increase from 10 million to 100 million in the upcoming bull market cycle.

Dencun带来的增强功能将加速这一飙升，该功能使那些使用rollup进行二层交易的成本更低。

The enhanced features brought by Dencun will accelerate this surge, making the cost of using rollups for layer-two transactions lower.

为此，Dencun使用“blobs”（一种新的交易类型）来存储以太坊虚拟机（EVM）未处理的数据。

To achieve this, Dencun uses "blobs" (a new type of transaction) to store data that the Ethereum Virtual Machine (EVM) has not processed.

Blobs可被视为区块内新的数据存储通道，有助于简化区块验证。

Blobs can be seen as a new data storage channel within blocks that helps simplify block validation.

值得注意的是，它在不影响数据可用性的情况下做到了这一点，这对于集成了Dencun的以太坊第二层解决方案来说是一个巨大的推动。

Notably, it achieves this without compromising data availability, which is a big driver for Ethereum layer-two solutions integrated with Dencun.

随着gas费的下降和更高效的二层平台，Dencun已帮助吸引了新用户，使更广泛的以太坊生态系统恢复了活力。第二层门户和主网的总锁定值（TVL）不断增加，也反映了这一点。

With the decrease in gas fees and more efficient layer-two platforms, Dencun has helped attract new users, revitalizing the broader Ethereum ecosystem. The total value locked (TVL) on second-layer portals and the mainnet continues to increase, reflecting this.

根据L2Beat的数据，平均而言，Arbitrum和Optimism等领先的二层平台在过去一周出现了两位数的增长。

According to data from L2Beat, on average, leading layer-two platforms like Arbitrum and Optimism saw double-digit growth in the past week.

到目前为止，所有第二层平台管理着超过390亿美元的资产。

So far, all layer-two platforms manage over $39 billion in assets.

DefiLlama的并行数据���凸显了这一增长。在过去六个月里，领先的去中心化金融（DeFi）协议的TVL已从约200亿美元增加到目前的540多亿美元。

Data from DefiLlama also highlights this growth. In the last six months, the total value locked (TVL) in leading decentralized finance (DeFi) protocols has increased from around $20 billion to over $54 billion.

尽管取得了这些进步，但挑战依然存在。以太坊很脆弱，在使用量激增时无法有效扩展。

Despite these advancements, challenges remain. Ethereum is vulnerable and cannot effectively scale when usage spikes.

因此，在下一轮牛市中，特别是当以太坊价格反弹，突破4000美元和历史高点时，gas费用极有可能上涨。

Therefore, in the next bull market cycle, especially as the Ethereum price rebounds and surpasses $4,000 and its all-time high, gas fees are likely to increase.

此外，用户（主要是meme coin部署者）可能更愿意使用Solana或Avalanche等替代品，从而抑制活动。

In addition, users, mainly meme coin deployers, may prefer to use alternatives like Solana or Avalanche, potentially dampening activity.

尽管如此，以太坊的支持者们仍然保持着积极的态度。

Nevertheless, supporters of Ethereum remain positive.

随着Crypto资产价格趋于稳定，极有可能与2024年第一季度的涨幅保持一致，更多用户将热衷于探索在主网上或通过第二层平台推出的一些顶级协议。

As cryptocurrency prices stabilize and are likely to align with the gains in the first quarter of 2024, more users will likely be keen to explore top protocols launched on the mainnet or via layer-two platforms.