A16z 在报告中表示，在监管不确定性的情况下，加密货币使用量创下了记录

该报告强调了区块链活动的急剧增加，9 月份有 2.2 亿个地址至少与该技术交互一次，这一数字在 2023 年底增加了三倍。

Venture capital firm Andreessen Horowitz (a16z) has released its annual “State of Crypto” report, highlighting a dramatic increase in blockchain activity and record levels of crypto usage.

风险投资公司 Andreessen Horowitz (a16z) 发布了年度“加密货币现状”报告，强调了区块链活动的急剧增加和加密货币使用量的创纪录水平。

According to the report, 220 million addresses interacted with blockchain technology at least once in September, which is three times the number reported in late 2023. This surge in activity is largely attributed to the broader adoption of stablecoins.

根据该报告，9 月份有 2.2 亿个地址至少与区块链技术进行过一次交互，这是 2023 年底报告的数字的三倍。这种活动的激增很大程度上归因于稳定币的更广泛采用。

"Stablecoins have reached a whole new level of product-market fit," Eddy Lazzarin, a16z's chief technology officer, told CoinDesk in an interview. "Stablecoin issuance, stablecoin transfers and use are off the charts on all levels."

a16z 首席技术官 Eddy Lazzarin 在接受 CoinDesk 采访时表示：“稳定币已经达到了产品与市场契合度的全新水平。” “稳定币的发行、稳定币的转移和使用在各个层面上都超出了记录。”

A16z, known for its early investments in companies like Facebook and Airbnb, has also become a major player in the crypto industry, with investments in platforms such as Coinbase, Uniswap and Solana.

A16z 因早期投资 Facebook 和 Airbnb 等公司而闻名，现在也已成为加密行业的主要参与者，投资了 Coinbase、Uniswap 和 Solana 等平台。

However, the report also raises concerns about the lack of clear crypto regulations in the U.S. and abroad, which has contributed to the rise of speculative memecoins.

然而，该报告也引发了人们对美国和国外缺乏明确的加密货币监管的担忧，这导致了投机性模因币的兴起。

"The irony is that it's actually a little more obvious how one ought to release a legal, fair memecoin than it is to launch a legal network token," Lazzarin said, referring to a token that represents a decentralized network and is essential to its operation.

拉扎林说：“具有讽刺意味的是，实际上，人们应该如何发行合法、公平的模因币，比发行合法的网络代币更明显。”他指的是代表去中心化网络的代币，对其运营至关重要。

A16z co-founders Marc Andreessen and Ben Horowitz recently announced their support for Donald Trump in the 2024 election, citing his promise to "end the unlawful and un-American crypto crackdown" as a key factor in their decision.

A16z 联合创始人马克·安德森 (Marc Andreessen) 和本·霍洛维茨 (Ben Horowitz) 最近宣布支持唐纳德·特朗普 (Donald Trump) 参加 2024 年大选，并称特朗普承诺“结束非法和非美国式的加密货币镇压”是他们做出决定的关键因素。

However, following Joe Biden's withdrawal from the race, Horowitz made personal donations to Kamala Harris's campaign, highlighting the shifting dynamics of the political landscape.

然而，在乔·拜登退出竞选后，霍洛维茨向卡马拉·哈里斯的竞选活动提供了个人捐款，凸显了政治格局的变化。

U.S. regulatory uncertainty has been a recurring theme in past a16z reports, and this year's edition emphasizes crypto's growing presence in political discussions, especially in swing states like Pennsylvania and Wisconsin. The report suggests promising "bipartisan" efforts to advance regulatory clarity in the U.S.

美国监管的不确定性一直是 a16z 过去报告中反复出现的主题，今年的报告强调了加密货币在政治讨论中的影响力越来越大，尤其是在宾夕法尼亚州和威斯康星州等摇摆州。该报告建议“两党”共同努力提高美国监管的透明度

The report also notes that key technical advances in blockchain technology have drastically reduced the cost of sending transactions, particularly for stablecoins.

该报告还指出，区块链技术的关键技术进步大大降低了发送交易的成本，尤其是稳定币。

"It costs less than a penny to send USDC on base, and that has been a sustainable pattern despite increasing use," Lazzarin told CoinDesk, referring to Ethereum's EIP-4844 upgrade, which enabled the development of cheaper 'layer-2' blockchains like Base network.

Lazzarin 告诉 CoinDesk：“在基地发送 USDC 的成本不到一分钱，尽管使用量不断增加，但这仍然是一种可持续的模式。”他指的是以太坊的 EIP-4844 升级，该升级使得开发更便宜的“第 2 层”区块链成为可能，例如基础网络。

"More modern blockchains" like Sui and Solana "have led to a 99% drop in the cost to send U.S. dollars in the form of a stablecoin internationally," Lazzarin added.

Lazzarin 补充道，“更现代的区块链”（例如 Sui 和 Solana）“使得以稳定币形式在国际上发送美元的成本下降了 99%”。

In addition to the written report, a16z has also released a companion "Crypto Index" data visualizer. While certain key metrics like "active developers" and "interested developers" have seen a decline, the overall composite "state of crypto index" score ranks near an all-time high.

除了书面报告外，a16z 还发布了配套的“加密指数”数据可视化工具。虽然“活跃开发者”和“感兴趣的开发者”等某些关键指标有所下降，但总体综合“加密货币状态指数”得分接近历史最高水平。

This story was generated by an artificial intelligence assistant and reviewed by a CoinDesk editor.

这个故事由人工智能助理生成，并由 CoinDesk 编辑审核。