基础：以太坊第 2 层网络主导 SocialFi 及其他领域

富兰克林邓普顿强调了以太坊第 2 层网络 Base 在 SocialFi 利基市场中的成功，这得益于 Friend.Tech 活动的推动。 Base 占 SocialFi 交易量的 46%，市场份额超过 Polygon 和 BNB Chain。

Base: The Ethereum Layer 2 Network That's Hitting a Home Run in SocialFi

基础：以太坊第 2 层网络在 SocialFi 领域打出全垒打

Asset management powerhouse Franklin Templeton has declared that Base, the Coinbase-incubated Ethereum Layer 2 network, has achieved resounding success in the burgeoning realm of SocialFi, primarily driven by the meteoric rise of applications like Friend.Tech.

资产管理巨头富兰克林邓普顿 (Franklin Templeton) 宣布，Coinbase 孵化的以太坊第 2 层网络 Base 在新兴的 SocialFi 领域取得了巨大成功，这主要得益于 Friend.Tech 等应用程序的迅速崛起。

According to a recent Franklin Templeton report, Base has captured an impressive 46% of all SocialFi transactions, effectively eroding the market share of established rivals such as Polygon and BNB Chain in this specialized niche. Base's stellar performance has been further bolstered by the recent launch of Friend.Tech's native FRIEND token and the rollout of its version 2 update.

根据富兰克林邓普顿最近的一份报告，Base 占据了所有 SocialFi 交易的 46%，令人印象深刻，有效地侵蚀了 Polygon 和 BNB Chain 等老牌竞争对手在这一专业领域的市场份额。 Friend.Tech 最近推出的原生 FRIEND 代币及其第 2 版更新的推出进一步增强了 Base 的出色表现。

Friend.Tech, launched in August 2022, has gained widespread recognition for its novel invite-only networking service. The platform leverages social tokens dubbed "keys," which provide users with exclusive access to private chats and premium content from creators.

Friend.Tech 于 2022 年 8 月推出，因其新颖的仅限邀请的网络服务而获得了广泛认可。该平台利用被称为“密钥”的社交代币，为用户提供对私人聊天和来自创作者的优质内容的独家访问权限。

Data from DeFiLlama indicates that Friend.Tech currently boasts a total value locked (TVL) of approximately $14 million. The FRIEND token is currently trading at $2.23, having surged by 15% in the past 24 hours, according to The Block's price page. Its market capitalization has reached a substantial $208 million.

DeFiLlama 的数据显示，Friend.Tech 目前的总锁定价值（TVL）约为 1400 万美元。根据 The Block 的价格页面，FRIEND 代币目前的交易价格为 2.23 美元，在过去 24 小时内飙升了 15%。其市值已达到2.08亿美元。

Franklin Templeton emphasizes that the strategic combination of Base-based applications and seamless integration with Coinbase's vast user base positions Base exceptionally well to capture a "material share" of the burgeoning SocialFi market and maintain its leadership in the Ethereum Layer 2 sector.

富兰克林邓普顿强调，基于 Base 的应用程序的战略组合以及与 Coinbase 庞大用户群的无缝集成使 Base 能够在新兴的 SocialFi 市场中占据“实质性份额”，并保持其在以太坊第 2 层领域的领导地位。

A Dominant Force in the Ethereum Layer 2 Landscape

以太坊 Layer 2 格局的主导力量

The Block's data dashboard reveals that Base reigns supreme among its rivals in terms of revenue and transaction volume. On Thursday alone, Base generated more than 60% ($355,000) of the total Layer 2 revenue, which amounted to $583,000.

The Block 的数据仪表板显示，Base 在收入和交易量方面在竞争对手中占据主导地位。仅在周四，Base 就创造了 Layer 2 总收入的 60% 以上（355,000 美元），总计 583,000 美元。

Built upon Optimism's OP Stack, Base boasts a staggering 2.5 million seven-day moving average daily transaction count. This figure is nearly five times higher than Optimism itself and surpasses the transaction count of Arbitrum, another prominent optimistic rollup, by over one million.

Base 基于 Optimism 的 OP Stack 构建，拥有惊人的 250 万笔 7 天移动平均每日交易量。这个数字比 Optimism 本身高出近五倍，并且超过了另一个著名的 Optimism Rollup 的 Arbitrum 交易数量超过 100 万。

Base's dominance extends to ZK rollup Layer 2 alternatives as well, as evidenced by its superior transaction count metrics.

Base 的主导地位也延伸到了 ZK rollup 第 2 层替代方案，其卓越的交易计数指标就证明了这一点。

Memecoins and Stablecoins Fuel Base's Growth

Memecoin 和稳定币推动 Base 的增长

While Franklin Templeton highlights SocialFi as the "key vertical" to monitor for Base's adoption and growth, the asset manager also attributes the network's surge in activity to the popularity of memecoins and a substantial increase in the supply of Circle's USDC stablecoin on the network.

虽然富兰克林邓普顿强调 SocialFi 是监控 Base 的采用和增长的“关键垂直领域”，但该资产管理公司还将网络活动的激增归因于 memecoin 的流行以及 Circle 的 USDC 稳定币在网络上的供应量大幅增加。

Base memecoins, including BRETT, DEGEN, and TOSHI, have experienced remarkable growth in recent months, achieving market capitalizations of $309 million, $226 million, and $130 million, respectively, according to CoinGecko data. However, the prices of these tokens have declined sharply since early April amid the broader cryptocurrency market correction.

根据 CoinGecko 的数据，包括 BRETT、DEGEN 和 TOSHI 在内的基础 memecoin 近几个月经历了显着增长，市值分别达到 3.09 亿美元、2.26 亿美元和 1.3 亿美元。然而，自 4 月初以来，随着加密货币市场的大范围调整，这些代币的价格大幅下跌。

The supply of USDC on Base has also skyrocketed, rising from approximately $100 million in December to an impressive $2.7 billion today, as per The Block's data dashboard. This surge represents approximately 11% of the USDC supply held on Ethereum, the leading network for the stablecoin.

根据 The Block 的数据仪表板，Base 上 USDC 的供应量也猛增，从 12 月的约 1 亿美元增至今天的 27 亿美元。这一激增相当于稳定币领先网络以太坊上持有的 USDC 供应量的约 11%。

Franklin Templeton attributes the surge in USDC supply on Base to Coinbase's announcement in December that it would facilitate free transfers of USDC on the Layer 2 using Coinbase Wallet.

富兰克林邓普顿将 Base 上 USDC 供应量的激增归因于 Coinbase 在 12 月宣布将促进使用 Coinbase 钱包在第 2 层上免费转移 USDC。

Conclusion

结论

Base, the Coinbase-incubated Ethereum Layer 2 network, has emerged as a formidable force in the SocialFi arena, driven by the success of applications like Friend.Tech. Its dominant position in the Layer 2 landscape, coupled with the strategic alignment with Coinbase's user base and the growing popularity of memecoins and stablecoins on the network, positions Base as a prime candidate to capture a significant market share in the burgeoning SocialFi sector and maintain its leadership in the Ethereum Layer 2 ecosystem.

Base 是 Coinbase 孵化的以太坊第 2 层网络，在 Friend.Tech 等应用程序成功的推动下，已成为 SocialFi 领域的一股强大力量。其在 Layer 2 领域的主导地位，加上与 Coinbase 用户群的战略联盟以及 memecoin 和稳定币在网络上的日益普及，使 Base 成为在新兴 SocialFi 领域占据重要市场份额并保持其地位的主要候选者。在以太坊第 2 层生态系统中处于领先地位。