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多边形Q1 2025的亮点是在Agglayer中向其主网释放了悲观的证明,这是区块链互操作性中的关键里程碑。
Key Takeaways
关键要点
* The highlight of Q1 2025 for Polygon was the release of pessimistic proofs to its mainnet in Agglayer, a critical milestone in blockchain interoperability. In existence since February 3, the mechanism confirms all the linked blocks update correctly, accounts for assets correctly, and blocks unauthorized withdrawals.
* Q1 2025用于多边形的亮点是在Agglayer中向其主网释放了悲观的证明,这是区块链互操作性中的关键里程碑。自2月3日以来,该机制就存在,该机制正确确认了所有链接的块更新,正确说明资产并封锁未经授权的提款。
* In contrast to zero-knowledge proofs which are premised on trusting about cryptographic outputs, pessimistic proofs take the approach of trusting each chain only to the extent necessary, with each chain initially treated in pessimistic manner. This methodology isolates any misbehaving chain, maintaining the security of the network. The technology underlies Agglayer’s cross-chain bridge to create doors for secure communication among chains with various architectures.
*与以信任加密输出为前提的零知识证明相反,悲观的证据只能在必要的范围内信任每个链,而每个链子最初以悲观的方式对待。该方法可以隔离任何行为的链条,并保持网络的安全性。该技术构成了Agglayer的跨链桥,以创建大门,以在各种架构之间进行链条之间的安全通信。
* Messari Analyst Christine Kim (email id: christine@messari.io) highlighted how pessimistic proofs play a key role in permitting scalability without compromising security. According to her, as we usher in the multi-chain reality, solutions such as Agglayer play a principal role in maintaining composability and trust in the splintering ecosystems.
* Messari分析师Christine Kim(电子邮件ID:Christine@messari.io)强调了悲观的证据如何在允许可伸缩性的情况下发挥关键作用,而不会损害安全性。据她说,当我们迎来多链现实时,诸如Agglayer之类的解决方案在维持合成性和信任分裂生态系统方面发挥了主要作用。
Integrations were rapid and significant. Tria (tria.zone) incorporated chain abstraction over EVM, Solana VM, and MoveVM. SOCKET Protocol (socket.tech) integrated with a gateway model, removing the necessity for conventional bridges.
整合是快速而重要的。 Tria(Tria.Zone)在EVM,Solana VM和MoveVM上纳入了链条抽象。插座协议(Socket.Tech)与网关模型集成在一起,删除了常规桥梁的必要性。
Karate Combat expanded its token economy through Agglayer to Hedera, and Rome Protocol made Agglayer its reference bridge to Ethereum and Solana. All of the above developments validated the rise of Agglayer as a fundamental infrastructure piece for Web3 creators.
空手道战斗通过Agglayer扩大了代币经济到Hedera,罗马协议使Agglayer的参考桥与以太坊和Solana的参考桥梁。上述所有发展都证实了Agglayer作为Web3创建者的基础基础设施的兴起。
Polygon, Stablecoins and DeFi Fuel Engagement
多边形,稳定剂和Defi燃料参与度
Polygon PoS saw moderate growth in user base during Q1. Daily active addresses went up by 4.4% to 546,000, and average daily transactions went up by 8% to 3.4 million.
多边形POS在Q1期间看到用户群中等增长。每日活动地址上涨了4.4%,达到546,000,平均每日交易增长了8%,达到340万。
However, user growth slowed with a 16.2% decrease in the daily new addresses to 88,700. But growing activity in stablecoins, DeFi, and NFTs kept engagement going.
但是,用户增长速度减慢了,每日新地址下降到88,700。但是,在Stablecoins,Defi和NFTS中的活动不断发展。
The DeFi market stood firm at a total value locked (TVL) of $744.8 million. At the forefront were QuickSwap and Spiko, which increased 72.5% and 28.9% quarter-on-quarter, respectively. Meanwhile, stablecoin supply grew to $2 billion, +23.3%, making it the most active category by addresses.
Defi市场的总价值锁定为7.448亿美元。在最前沿的是QuickSwap和Spiko,分别增加了72.5%和28.9%的四分之一。同时,Stablecoin供应量增加到20亿美元, +23.3%,使其成为地址最活跃的类别。
Polygon NFTs logged a sharp revival. Volumes rose by 68.2% to $1.4 million per day, fueled by Courtyard’s tokenized Pokémon cards’ runaway growth. Courtyard had March sales of $56.5 million, an increase of more than 439% in one quarter.
Polygon NFT记录了急剧的复兴。由庭院的神奇宝贝卡的失控增长所推动的,每天的数量增长了68.2%,达到140万美元。庭院的三月销售额为5650万美元,一季度增长了439%以上。
CDK Momentum and POL Token Transition
CDK动量和POL令牌过渡
Polygon’s Chain Development Kit (CDK) kept picking up traction. Chains such as Ember, Lumia, and Moonveil launched or upgraded through CDK, sometimes with a view to later Agglayer connectivity.
Polygon的链发育套件(CDK)不断提高牵引力。通过CDK启动或升级了Ember,Lumia和Moonveil之类的链条,有时是为了以后的Agglayer连接。
Stack advances, such as the addition of support for Erigon and RPC improvements, set the stage for increased scalability.
堆栈的进步,例如增加对伊利贡和RPC改进的支持,为提高可扩展性奠定了基础。
The base POL token, however, encountered market challenges. Having reached its peak at $12.9 billion in early 2024, its market cap fell to $1.7 billion during Q1 2025, a decrease of 54% quarterly. Despite this, 92.7% of supply has been shifted from MATIC to POL, indicating increased support around the new asset.
但是,基本的pol代币遇到了市场挑战。在2024年初的高峰期达到129亿美元,其市值在2025年第1季度下降到17亿美元,季度下降了54%。尽管如此,92.7%的供应已从Matic转移到POL,表明新资产的支持增加。
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