TON、Aptos 和 Sui：2024 年成長最快的區塊鏈

誕生於後 Terra「加密貨幣冬天」的三個區塊鏈成為 2024 年成長最快的區塊鏈。

Three blockchains that launched during the post-Terra “crypto winter” have seen the fastest growth in TVL among major Web3 networks in H1 2024.

在後 Terra「加密貨幣冬天」期間推出的三個區塊鏈在 2024 年上半年的主要 Web3 網路中 TVL 成長最快。

The Open Network associated with messaging app Telegram, or TON, along with Aptos and Sui, a pair of blockchains based on the Facebook-built Move programming language, have grown faster than rivals.

與訊息應用 Telegram（TON）相關的開放網絡，以及 Aptos 和 Sui（一對基於 Facebook 構建的 Move 程式語言的區塊鏈）的成長速度超過了競爭對手。

That’s according to Coinbase analyst David Han, who compared the boom to competitors including Solana, Ethereum, and major Ethereum rollups.

Coinbase 分析師 David Han 表示，他將這一繁榮與 Solana、以太坊和主要以太坊匯總等競爭對手進行了比較。

Adjusting for price “helps to isolate how much TVL growth arises from net new value creation instead of pure price appreciation,” Han wrote in a mid-year review on the industry.

韓在一份行業年中評論中寫道，根據價格進行調整「有助於確定TVL成長有多少來自於淨新價值創造，而不是純粹的價格升值」。

Total value locked is a metric that tracks the value of crypto deposited in blockchains’ myriad DeFi applications.

鎖定的總價值是一個追蹤區塊鏈無數 DeFi 應用中儲存的加密貨幣價值的指標。

TON launched in December 2022. Aptos and Sui went live in October 2022 and May 2023, respectively.

TON 於 2022 年 12 月推出。

Base was the lone Ethereum-based rollup to outperform aggregate TVL growth, said Han. Crypto deposited in Arbitrum and Optimism, two of the longest-running rollups, has declined since the start of the year.

Han 表示，Base 是唯一一個基於以太坊的匯總，其表現優於總 TVL 成長。自今年年初以來，存入 Arbitrum 和 Optimism 這兩個運行時間最長的匯總中的加密貨幣數量一直在下降。

Nevertheless, these blockchains have benefitted from Ethereum’s March upgrade, dubbed Dencun. That upgrade made it far cheaper to use rollups.

儘管如此，這些區塊鏈還是受益於以太坊三月的升級（稱為 Dencun）。這項升級使得使用 Rollups 的成本大大降低。

Even as the dollar value of crypto deposited in rollups hits all-time highs, total transaction fees they have collected has plummeted since the upgrade, according to Han.

韓表示，儘管存入匯總中的加密貨幣價值創下歷史新高，但自升級以來，他們收取的總交易費用卻大幅下降。

Moreover, rollup users “have grown tremendously … as fees have dropped post [Dencun],” Han notes — particularly on Arbitrum.

此外，Han 指出，rollup 用戶「隨著 [Dencun] 後費用下降而大幅增長」——尤其是在 Arbitrum 上。

TON’s growth coincides with the deployment of Tether’s USDT stablecoin on the blockchain in April.

TON 的成長與 4 月 Tether 的 USDT 穩定幣在區塊鏈上的部署同時發生。

The TON blockchain has a crypto wallet integrated into the Telegram messaging app, allowing users to send USDT to their contacts worldwide directly from the app.

TON 區塊鏈在 Telegram 訊息應用程式中整合了一個加密錢包，讓用戶可以直接從該應用程式向全球聯絡人發送 USDT。

That’s not the only incentive the TON team introduced to promote USDT adoption on the network.

這並不是 TON 團隊為促進 USDT 在網路上的採用而引入的唯一激勵措施。

Users who store USDT on their Telegram mobile wallets can earn up to 50% annualised yields ― much higher than the average DeFi interest rate offered by lending protocols.

在 Telegram 行動錢包上儲存 USDT 的用戶可以獲得高達 50% 的年化收益率——遠高於借貸協議提供的平均 DeFi 利率。

The yield comes from TON token rewards for providing liquidity on major decentralised exchanges on the blockchain.

收益來自於為區塊鏈上主要去中心化交易所提供流動性的 TON 代幣獎勵。

But the network hasn’t been able to attract established DeFi projects to deploy their protocols on the chain.

但該網路未能吸引成熟的 DeFi 專案在鏈上部署其協定。

Aleks Gilbert is a DeFi Correspondent at DL News. Got a tip? Email him at aleks@dlnews.com.

Aleks Gilbert 是 DL News 的 DeFi 記者。有小費嗎？給他發電子郵件：aleks@dlnews.com。