平衡增长与挑战：波场TRON第二季度财务和网络表现

Messari 最近的一份报告显示，2024 年第二季度，TRON 的每日交易量大幅增长 29%

TRON Surges with 29% Rise in Daily Transactions, Despite a Decline in TVL

尽管 TVL 下降，波场 TRON 每日交易量仍增长 29%

Key Takeaways:

要点：

TRON’s daily transactions surged by 29%, indicating a growing adoption of the blockchain.

TRON 的日交易量激增 29%，表明区块链的采用率不断上升。

The network’s total revenue for Q2 amounted to $117.5 million, placing it behind Ethereum and Solana.

该网络第二季度的总收入达到 1.175 亿美元，落后于以太坊和 Solana。

TRON’s circulating supply of TRX decreased, resulting in a deflationary rate of -2.4% annualized.

TRON的TRX流通量减少，导致年化通货紧缩率为-2.4%。

Stablecoin transactions remained strong on TRON, with USDT on TRON reaching $57.1 billion by the end of the quarter.

TRON 上的稳定币交易依然强劲，截至本季度末，TRON 上的 USDT 达到 571 亿美元。

Despite the growth in transactions, TRON’s total value locked (TVL) declined by 23% quarter-over-quarter.

尽管交易量增长，但 TRON 的总锁定价值（TVL）环比下降了 23%。

A recent report by Messari highlighted the financial and network performance of TRON in the second quarter of 2024. The report revealed a significant increase in daily transactions on the TRON blockchain, surging by 29%, a testament to the growing adoption of the blockchain.

Messari 最近的一份报告重点介绍了波场 TRON 在 2024 年第二季度的财务和网络表现。该报告显示，波场 TRON 区块链上的每日交易量大幅增加，激增 29%，这证明了区块链的采用日益广泛。

The report also noted a 31% rise in daily active addresses on the network, indicating a greater participation by users in the TRON ecosystem. Furthermore, the network’s total revenue for Q2 reached $117.5 million, placing it just behind blockchain giants Ethereum and Solana in terms of revenue generation.

该报告还指出，网络上的每日活跃地址增加了 31%，这表明用户对 TRON 生态系统的参与程度有所提高。此外，该网络第二季度的总收入达到 1.175 亿美元，在创收方面仅次于区块链巨头以太坊和 Solana。

“TRON’s revenue is mainly driven by transactions fees, which vary depending on the network congestion and the type of transaction. It’s worth noting that TRON’s native token, TRX, is used to pay for gas fees on the network,” the report stated.

“TRON 的收入主要由交易费用驱动，交易费用根据网络拥塞情况和交易类型而变化。值得注意的是，TRON 的原生代币 TRX 用于支付网络上的 Gas 费。”报告指出。

TRON’s Circulating Supply Decreases

TRON的流通量减少

Interestingly, TRON stands out as one of the few deflationary layer-1 networks, and this is evident in the decreasing circulating supply of TRX. During the quarter, the circulating supply decreased from 88.2 billion to 87.7 billion.

有趣的是，TRON 是少数几个通货紧缩的第一层网络之一，这从 TRX 循环供应量的减少中就可以看出。本季度，流通量从 882 亿减少至 877 亿。

This reduction in supply translates to an annualized inflation rate of -2.4%, a key factor in driving the value of TRX and countering the impact of new tokens entering the market.

供应量的减少意味着年化通胀率为-2.4%，这是推动TRX价值并抵消新代币进入市场影响的关键因素。

“TRON’s deflationary model is a rare and powerful feature among Layer 1 blockchains. By decreasing the supply of TRX, the network not only adds value to the token but also positions itself as a long-term player in the market,” Juan Pellicer, Senior Researcher at IntoTheBlock, told BeInCrypto.

“TRON 的通货紧缩模型是 Layer 1 区块链中罕见且强大的功能。通过减少 TRX 的供应，该网络不仅增加了代币的价值，而且还将自己定位为市场上的长期参与者。”IntoTheBlock 高级研究员 Juan Pellicer 告诉 BeInCrypto。

TRON’s Role in Stablecoin Transactions

TRON 在稳定币交易中的作用

Another notable aspect highlighted in the report is TRON’s role as a leading platform for stablecoin transactions. As of the latest data, the market capitalization of stablecoins on the TRON network is nearing $62 billion, with over 48 million holders.

报告中强调的另一个值得注意的方面是 TRON 作为稳定币交易领先平台的作用。截至最新数据，TRON网络上稳定币市值接近620亿美元，持有者超过4800万。

The report noted that USDT on TRON reached $57.1 billion by the end of the quarter, a 10% increase from the previous period.

报告指出，截至本季度末，TRON 上的 USDT 达到 571 亿美元，较上一期增长 10%。

“Approximately 53% of all USDT in circulation is on TRON (flat QoQ),” Messari’s analysts wrote in the report.

Messari 的分析师在报告中写道：“流通中的 USDT 大约有 53% 在 TRON 上（环比持平）。”

TRON’s TVL Declined in Q2

TRON 第二季度 TVL 下降

While TRON has shown impressive growth in transactions and stablecoin adoption, the network did face a decline in its total value locked (TVL) during Q2 2024.

尽管 TRON 在交易和稳定币采用方面显示出令人印象深刻的增长，但该网络在 2024 年第二季度确实面临锁定总价值 (TVL) 的下降。

According to the report, TRON’s TVL fell by 23% quarter-over-quarter, decreasing from $10.1 billion to $7.8 billion. This decline is attributed to the broader bearish trend in the crypto market during the quarter, which led to a decrease in liquidity and a slowdown in DeFi activity.

报告显示，TRON 的 TVL 环比下降 23%，从 101 亿美元降至 78 亿美元。这一下降归因于本季度加密货币市场更广泛的看跌趋势，导致流动性减少和 DeFi 活动放缓。

Despite the decrease, TRON remains the second-largest network based on TVL. Platforms such as JustLend and JustStables are the top two largest protocols in TRON’s ecosystem, contributing significantly to its TVL.

尽管有所下降，但 TRON 仍然是基于 TVL 的第二大网络。 JustLend 和 JustStables 等平台是 TRON 生态系统中最大的两个协议，对其 TVL 做出了巨大贡献。

According to DefiLlama, TRON’s TVL currently stands at approximately $7.83 billion at the time of writing.

据 DefiLlama 称，截至撰写本文时，TRON 的 TVL 目前约为 78.3 亿美元。