DappRadar：dApp 產業持續向好，社群 dApp 走在前面

dApp 產業一直表現良好。例如，一個指標是獨特的活躍錢包（UAW）。與 6 月相比，成長了 78%，相當於每日 UAW (dAUW) 1,590 萬。

The dApp industry had a good H1 2023. For example, one indicator is the Unique Active Wallets (UAW). They went up by 78%, which equals 15.9 million daily UAW (dAUW) compared to June. Gaming used to be the leading force in the dApp industry. However, its dominance dropped during July to 26%.

dApp 產業在 2023 年上半年表現良好。與 6 月相比，成長了 78%，相當於每日 UAW (dAUW) 1,590 萬。遊戲曾經是 dApp 產業的主導力量。然而，其主導地位在 7 月下降至 26%。

The ‘Other’ category surpassed it with a 28% lead. This category has some AI-related dApps. For instance, Alaya AI or DIN. The ‘Social’ category also keeps growing. It currently has a 20% dominance. This translates to 3.1 million dAUW.

「其他」類別以 28% 的領先優勢超越了它。該類別有一些與人工智慧相關的 dApp。例如，Alaya AI 或 DIN。 「社交」類別也在不斷成長。目前佔20%的主導地位。這相當於 310 萬 dAUW。

The NFTs category surpassed DeFi. NFTs saw a 67% activity increase and have a 15% dominance. DeFi only got up to 11%. Near, opBNB, Solana, and Base are the top chains. The picture below shows dominance by category.

NFT 類別超過了 DeFi。 NFT 的活躍度增加了 67%，佔據了 15% 的主導地位。 DeFi 只上漲了 11%。 Near、opBNB、Solana 和 Base 是頂級鏈。下圖顯示了按類別劃分的主導地位。

Social dApps on the Forefront

社交 dApp 處於前沿

The Social and DeFi categories are the most popular apps measured by dAUW. Kai-Ching took the lead in June with a 28% increase or 17 million dAUWs. This dApp unlocks AI-powered shopping. Revox | ReadON takes second spot. This is a decentralized content distribution platform. It saw a massive 208% increase, totaling 12 million dAUWs.

根據 dAUW 衡量，社交和 DeFi 類別是最受歡迎的應用程式。 Kai-Ching 在 6 月處於領先地位，成長了 28%，即 1700 萬個 dAUW。這個 dApp 解鎖了人工智慧驅動的購物。雷沃克斯 | ReadON 排名第二。這是一個去中心化的內容傳遞平台。 dAUW 大幅成長 208%，總計 1,200 萬。

The social dApps manage to involve their users actively. Hence, their high ranking. Raydium, the Solana-based DEX, takes spot 3. It went up by 66%, which translates to 8.74 million dAUWs. See the picture below.

社交 dApp 設法讓用戶積極參與。因此，他們的排名很高。基於 Solana 的 DEX Raydium 排名第三。見下圖。

DeFi’s TVL Is on Par with the Q1 2024 Levels

DeFi 的 TVL 與 2024 年第一季的水平持平

DeFi’s TVL (Total Locked Value) keeps growing. Since the start of this year, it has seen a positive trend. So, July was no different. TVL peaked at $175 billion in July. That’s a 5% increase compared to June. This also matches the Q1-2024 closing value.

DeFi 的 TVL（總鎖定價值）持續成長。今年以來，呈現出正面的發展趨勢。所以，七月也不例外。 TVL 在 7 月達到 1,750 億美元的峰值。與 6 月相比增加了 5%。這也符合 2024 年第一季的收盤值。

The $ETH spot ETF launch and memecoin trading both have their share in reaching these numbers. However, Ethereum still has the first-mover advantage. As a result, it dominates this category by holding 66% of all TVL. Solana comes in second.

$ETH 現貨 ETF 的推出和 memecoin 交易都為達到這些數字做出了貢獻。不過，以太坊仍然具有先發優勢。因此，它在這一類別中佔據主導地位，佔總 TVL 的 66%。索拉納位居第二。

L2s also keep doing well. Linea gets the thumbs up. It’s currently the 10th largest chain by TVL. Airdrop rumors keep fueling this narrative. Avalanche also made a surprise appearance. It digitized 42 million car titles of the California DMV (dept. of Motor Vehicles) on its chain. This shows a practical use case for Web3. The picture below shows the TVL over 1 year.

L2 也繼續表現出色。 Linea 豎起了大拇指。目前，以 TVL 計算，它是第十大連鎖店。空投謠言不斷助長這種說法。雪崩也驚喜現身。它將加州 DMV（機動車輛部門）的 4,200 萬輛汽車所有權在其鏈上數位化。這展示了 Web3 的實際用例。下圖顯示了 1 年的 TVL。

This sums up Part 1 of this 2-Part series. Keep an eye out for Part 2.

這是這個由 2 部分組成的系列的第 1 部分的總結。請留意第 2 部分。