Layer 2 革命：爆炸性成長與主導地位的轉移

第 2 層協定 (L2) 在 4 月經歷了顯著成長，其中 Blast 的新位址成長了 42%，令人印象深刻，而 Optimism (OP) 在總位址方面佔據主導地位。儘管 5 月 Arbitrum (ARB)、Base 和 zkSync Era 的每日活躍地址有所下降，但 OP 的活躍地址有所增加，這表明 OP 和 ARB 的潛在增長前景良好。

Explosive Growth and Shifting Tides: The State of Layer 2 Solutions

爆炸性成長與潮流轉變：第 2 層解決方案的現狀

Introduction

介紹

Layer 2 (L2) solutions have emerged as a significant force in the blockchain industry, aiming to address the scalability and cost limitations of base layer protocols. Their high network activity has sparked considerable buzz, prompting a comprehensive analysis of their performance and prospects. Coin98 Analytics has released a detailed monthly report shedding light on the state of several top L2s, including Optimism (OP), Arbitrum (ARB), zkSync Era, and Base.

第 2 層 (L2) 解決方案已成為區塊鏈產業的重要力量，旨在解決基礎層協議的可擴展性和成本限制。他們的高網路活動引起了相當大的關注，促使人們對其表現和前景進行全面分析。 Coin98 Analytics 發布了詳細的月度報告，揭示了幾個頂級 L2 的狀態，包括 Optimism (OP)、Arbitrum (ARB)、zkSync Era 和 Base。

April's Landscape

四月的風景

As of April, OP dominated the field in terms of total addresses, boasting an impressive 138 million. Base and ARB followed with 71.9 million and 22.3 million addresses, respectively. OP also shattered its own record, registering over 450,000 new addresses per day, the highest among all L2s. While OP led the growth, significant increases were noted for Base and ARB as well.

截至 4 月份，OP 在總地址方面佔據主導地位，擁有令人印象深刻的 1.38 億個地址。 Base 和 ARB 緊隨其後，分別擁有 7,190 萬和 2,230 萬個地址。 OP 也打破了自己的記錄，每天註冊超過 450,000 個新地址，是所有 L2 中最高的。雖然 OP 引領了成長，但 Base 和 ARB 也出現了顯著成長。

However, Blast made headlines due to its exceptional growth trajectory. Blast's number of addresses surged by an astonishing 42% during April, eclipsing the 2%, 4%, and 12% growth rates of OP, Base, and ARB, respectively. The report also highlighted the impressive transaction volumes of L2s. opBNB reigned supreme with over 872 million transactions, while ARB, zkSync, and OP recorded 472 million, 346 million, and 257 million transactions, respectively. Blast again stole the spotlight, exhibiting the most significant growth rate in transactions, with an 112% month-over-month increase.

然而，Blast 因其非凡的成長軌跡而成為頭條新聞。 4 月份，Blast 的地址數量驚人地激增了 42%，超過了 OP、Base 和 ARB 分別為 2%、4% 和 12% 的成長率。該報告還強調了 L2 令人印象深刻的交易量。 opBNB 以超過 8.72 億筆交易量佔據主導地位，而 ARB、zkSync 和 OP 分別記錄了 4.72 億筆、3.​​46 億筆和 2.57 億筆交易。 Blast 再次成為眾人矚目的焦點，交易量成長最為顯著，季增 112%。

The top four L2 protocols by total value locked (TVL) experienced significant shifts in capital flows, with ARB emerging as the leader. Base witnessed a notable 24% month-over-month (MoM) increase, reaching over $284 million. In contrast, Arbitrum suffered a substantial $371 million decline in TVL.

按鎖定總價值 (TVL) 計算的前四個 L2 協議經歷了資本流動的重大變化，其中 ARB 成為領先者。 Base 環比 (MoM) 顯著成長 24%，達到超過 2.84 億美元。相比之下，Arbitrum 的 TVL 大幅下降了 3.71 億美元。

May's Outlook

五月展望

AMBCrypto's analysis of data from Artemis revealed a contrasting picture for May. While ARB, Base, and zkSync's daily active addresses have declined, Optimism has bucked the trend and seen an uptick. Similarly, Base and zkSync's daily transactions have fallen, whereas Base and OP have experienced slight increases.

AMBCrypto 對 Artemis 數據的分析揭示了 5 月的對比。雖然 ARB、Base 和 zkSync 的每日活躍位址有所下降，但 Optimism 卻逆勢上升。同樣，Base 和 zkSync 的每日交易量有所下降，而 Base 和 OP 則略有增長。

Regarding captured value, Base enjoyed the highest revenue at the beginning of May, followed by OP. However, Base and zkSync's revenue charts have shown a downward trajectory, while ARB and OP have gained momentum.

就捕獲價值而言，Base 在 5 月初的收入最高，其次是 OP。然而，Base 和 zkSync 的營收圖表呈現下降趨勢，而 ARB 和 OP 則呈現成長動能。

Prospects for the Future

未來展望

Based on these metrics, it appears likely that OP and ARB may experience promising growth in May. In contrast, Base and zkSync might face some challenges. The rapidly evolving L2 landscape demands constant monitoring and analysis to stay abreast of the latest trends and developments.

根據這些指標，OP 和 ARB 可能會在 5 月實現有希望的成長。相比之下，Base 和 zkSync 可能會面臨一些挑戰。快速發展的 L2 環境需要持續的監控和分析，以跟上最新的趨勢和發展。

Conclusion

結論

L2 solutions continue to play a pivotal role in the blockchain ecosystem, providing scalable and cost-effective alternatives to base layer protocols. The explosive growth of Blast and the shifting dynamics among top L2s in terms of active addresses, transactions, TVL, and captured value highlight the competitive and ever-changing nature of the industry. As L2s strive to innovate and improve their offerings, the future of blockchain scalability remains bright, with ample opportunities for growth and development.

L2 解決方案繼續在區塊鏈生態系統中發揮關鍵作用，為基礎層協議提供可擴展且經濟高效的替代方案。 Blast 的爆炸性成長以及頂級 L2 在活躍地址、交易、TVL 和捕獲價值方面的動態變化凸顯了該行業的競爭和不斷變化的本質。隨著 L2 努力創新和改進其產品，區塊鏈可擴展性的未來仍然光明，擁有充足的成長和發展機會。