基礎：以太坊第 2 層網路主導 SocialFi 及其他領域

富蘭克林鄧普頓強調了以太坊第 2 層網路 Base 在 SocialFi 利基市場的成功，這得益於 Friend.Tech 活動的推動。 Base 佔 SocialFi 交易量的 46%，市佔率超過 Polygon 和 BNB Chain。

Base: The Ethereum Layer 2 Network That's Hitting a Home Run in SocialFi

基礎：以太坊第 2 層網路在 SocialFi 領域打出全壘打

Asset management powerhouse Franklin Templeton has declared that Base, the Coinbase-incubated Ethereum Layer 2 network, has achieved resounding success in the burgeoning realm of SocialFi, primarily driven by the meteoric rise of applications like Friend.Tech.

資產管理巨頭富蘭克林鄧普頓 (Franklin Templeton) 宣布，Coinbase 孵化的以太坊第 2 層網路 Base 在新興的 SocialFi 領域取得了巨大成功，這主要得益於 Friend.Tech 等應用程式的迅速崛起。

According to a recent Franklin Templeton report, Base has captured an impressive 46% of all SocialFi transactions, effectively eroding the market share of established rivals such as Polygon and BNB Chain in this specialized niche. Base's stellar performance has been further bolstered by the recent launch of Friend.Tech's native FRIEND token and the rollout of its version 2 update.

根據富蘭克林鄧普頓最近的一份報告，Base 佔據了所有 SocialFi 交易的 46%，令人印象深刻，有效地侵蝕了 Polygon 和 BNB Chain 等老牌競爭對手在這一專業領域的市場份額。 Friend.Tech 最近推出的原生 FRIEND 代幣及其第 2 版更新的推出進一步增強了 Base 的出色表現。

Friend.Tech, launched in August 2022, has gained widespread recognition for its novel invite-only networking service. The platform leverages social tokens dubbed "keys," which provide users with exclusive access to private chats and premium content from creators.

Friend.Tech 於 2022 年 8 月推出，因其新穎的僅限邀請的網路服務而獲得了廣泛認可。該平台利用被稱為「金鑰」的社交代幣，為用戶提供對私人聊天和來自創作者的優質內容的獨家訪問權限。

Data from DeFiLlama indicates that Friend.Tech currently boasts a total value locked (TVL) of approximately $14 million. The FRIEND token is currently trading at $2.23, having surged by 15% in the past 24 hours, according to The Block's price page. Its market capitalization has reached a substantial $208 million.

DeFiLlama 的數據顯示，Friend.Tech 目前的總鎖定價值（TVL）約為 1,400 萬美元。根據 The Block 的價格頁面，FRIEND 代幣目前的交易價格為 2.23 美元，在過去 24 小時內飆升了 15%。其市值已達2.08億美元。

Franklin Templeton emphasizes that the strategic combination of Base-based applications and seamless integration with Coinbase's vast user base positions Base exceptionally well to capture a "material share" of the burgeoning SocialFi market and maintain its leadership in the Ethereum Layer 2 sector.

富蘭克林鄧普頓強調，基於Base 的應用程式的策略組合以及與Coinbase 龐大用戶群的無縫整合使Base 能夠在新興的SocialFi 市場中佔據“實質份額”，並保持其在以太坊第2 層領域的領導地位。

A Dominant Force in the Ethereum Layer 2 Landscape

以太坊 Layer 2 格局的主導力量

The Block's data dashboard reveals that Base reigns supreme among its rivals in terms of revenue and transaction volume. On Thursday alone, Base generated more than 60% ($355,000) of the total Layer 2 revenue, which amounted to $583,000.

The Block 的數據儀表板顯示，Base 在收入和交易量方面在競爭對手中佔據主導地位。僅在周四，Base 就創造了 Layer 2 總收入的 60% 以上（355,000 美元），總計 583,000 美元。

Built upon Optimism's OP Stack, Base boasts a staggering 2.5 million seven-day moving average daily transaction count. This figure is nearly five times higher than Optimism itself and surpasses the transaction count of Arbitrum, another prominent optimistic rollup, by over one million.

Base 基於 Optimism 的 OP Stack 構建，擁有驚人的 250 萬筆 7 天移動平均每日交易量。這個數字比 Optimism 本身高出近五倍，並且超過了另一個著名的 Optimism Rollup 的 Arbitrum 交易數量超過 100 萬。

Base's dominance extends to ZK rollup Layer 2 alternatives as well, as evidenced by its superior transaction count metrics.

Base 的主導地位也延伸到了 ZK rollup 第 2 層替代方案，其卓越的交易計數指標就證明了這一點。

Memecoins and Stablecoins Fuel Base's Growth

Memecoin 和穩定幣推動 Base 的成長

While Franklin Templeton highlights SocialFi as the "key vertical" to monitor for Base's adoption and growth, the asset manager also attributes the network's surge in activity to the popularity of memecoins and a substantial increase in the supply of Circle's USDC stablecoin on the network.

雖然富蘭克林鄧普頓強調SocialFi 是監控Base 的採用和增長的“關鍵垂直領域”，但該資產管理公司還將網絡活動的激增歸因於memecoin 的流行以及Circle 的USDC 穩定幣在網絡上的供應量大幅增加。

Base memecoins, including BRETT, DEGEN, and TOSHI, have experienced remarkable growth in recent months, achieving market capitalizations of $309 million, $226 million, and $130 million, respectively, according to CoinGecko data. However, the prices of these tokens have declined sharply since early April amid the broader cryptocurrency market correction.

根據 CoinGecko 的數據，包括 BRETT、DEGEN 和 TOSHI 在內的基礎 memecoin 近幾個月經歷了顯著增長，市值分別達到 3.09 億美元、2.26 億美元和 1.3 億美元。然而，自 4 月初以來，隨著加密貨幣市場的大規模調整，這些代幣的價格大幅下跌。

The supply of USDC on Base has also skyrocketed, rising from approximately $100 million in December to an impressive $2.7 billion today, as per The Block's data dashboard. This surge represents approximately 11% of the USDC supply held on Ethereum, the leading network for the stablecoin.

根據 The Block 的數據儀表板，Base 上 USDC 的供應量也激增，從 12 月的約 1 億美元增加到今天的 27 億美元。這一激增相當於穩定幣領先網路以太坊上持有的 USDC 供應量的約 11%。

Franklin Templeton attributes the surge in USDC supply on Base to Coinbase's announcement in December that it would facilitate free transfers of USDC on the Layer 2 using Coinbase Wallet.

富蘭克林鄧普頓將 Base 上 USDC 供應量的激增歸因於 Coinbase 在 12 月宣布將促進使用 Coinbase 錢包在第 2 層上免費轉移 USDC。

Conclusion

結論

Base, the Coinbase-incubated Ethereum Layer 2 network, has emerged as a formidable force in the SocialFi arena, driven by the success of applications like Friend.Tech. Its dominant position in the Layer 2 landscape, coupled with the strategic alignment with Coinbase's user base and the growing popularity of memecoins and stablecoins on the network, positions Base as a prime candidate to capture a significant market share in the burgeoning SocialFi sector and maintain its leadership in the Ethereum Layer 2 ecosystem.

Base 是 Coinbase 孵化的以太坊第 2 層網絡，在 Friend.Tech 等應用程式成功的推動下，已成為 SocialFi 領域的一股強大力量。其在 Layer 2 領域的主導地位，加上與 Coinbase 用戶群的策略聯盟以及 memecoin 和穩定幣在網路上的日益普及，使 Base 成為在新興 SocialFi 領域佔據重要市場份額並保持其地位的主要候選者。在以太坊第2 層生態系中處於領先地位。