DappRadar：dApp 行业持续向好，社交 dApp 走在前列

dApp 行业一直表现良好。例如，一个指标是独特的活跃钱包（UAW）。与 6 月份相比，增长了 78%，相当于每日 UAW (dAUW) 1,590 万。

The dApp industry had a good H1 2023. For example, one indicator is the Unique Active Wallets (UAW). They went up by 78%, which equals 15.9 million daily UAW (dAUW) compared to June. Gaming used to be the leading force in the dApp industry. However, its dominance dropped during July to 26%.

dApp 行业在 2023 年上半年表现良好。例如，一个指标是独特的活跃钱包（UAW）。与 6 月份相比，增长了 78%，相当于每日 UAW (dAUW) 1,590 万。游戏曾经是 dApp 行业的主导力量。然而，其主导地位在 7 月份下降至 26%。

The ‘Other’ category surpassed it with a 28% lead. This category has some AI-related dApps. For instance, Alaya AI or DIN. The ‘Social’ category also keeps growing. It currently has a 20% dominance. This translates to 3.1 million dAUW.

“其他”类别以 28% 的领先优势超越了它。该类别有一些与人工智能相关的 dApp。例如，Alaya AI 或 DIN。 “社交”类别也在不断增长。目前占据20%的主导地位。这相当于 310 万 dAUW。

The NFTs category surpassed DeFi. NFTs saw a 67% activity increase and have a 15% dominance. DeFi only got up to 11%. Near, opBNB, Solana, and Base are the top chains. The picture below shows dominance by category.

NFT 类别超过了 DeFi。 NFT 的活跃度增加了 67%，占据了 15% 的主导地位。 DeFi 只上涨了 11%。 Near、opBNB、Solana 和 Base 是顶级链。下图显示了按类别划分的主导地位。

Social dApps on the Forefront

社交 dApp 处于前沿

The Social and DeFi categories are the most popular apps measured by dAUW. Kai-Ching took the lead in June with a 28% increase or 17 million dAUWs. This dApp unlocks AI-powered shopping. Revox | ReadON takes second spot. This is a decentralized content distribution platform. It saw a massive 208% increase, totaling 12 million dAUWs.

根据 dAUW 衡量，社交和 DeFi 类别是最受欢迎的应用程序。 Kai-Ching 在 6 月份处于领先地位，增长了 28%，即 1700 万个 dAUW。这个 dApp 解锁了人工智能驱动的购物。雷沃克斯 | ReadON 排名第二。这是一个去中心化的内容分发平台。 dAUW 大幅增长 208%，总计 1200 万。

The social dApps manage to involve their users actively. Hence, their high ranking. Raydium, the Solana-based DEX, takes spot 3. It went up by 66%, which translates to 8.74 million dAUWs. See the picture below.

社交 dApp 设法让用户积极参与。因此，他们的排名很高。基于 Solana 的 DEX Raydium 排名第三。它增长了 66%，即 874 万个 dAUW。见下图。

DeFi’s TVL Is on Par with the Q1 2024 Levels

DeFi 的 TVL 与 2024 年第一季度的水平持平

DeFi’s TVL (Total Locked Value) keeps growing. Since the start of this year, it has seen a positive trend. So, July was no different. TVL peaked at $175 billion in July. That’s a 5% increase compared to June. This also matches the Q1-2024 closing value.

DeFi 的 TVL（总锁定价值）持续增长。今年以来，呈现出积极的发展趋势。所以，七月也不例外。 TVL 于 7 月份达到 1,750 亿美元的峰值。与 6 月份相比增加了 5%。这也符合 2024 年第一季度的收盘值。

The $ETH spot ETF launch and memecoin trading both have their share in reaching these numbers. However, Ethereum still has the first-mover advantage. As a result, it dominates this category by holding 66% of all TVL. Solana comes in second.

$ETH 现货 ETF 的推出和 memecoin 交易都为达到这些数字做出了贡献。不过，以太坊仍然具有先发优势。因此，它在这一类别中占据主导地位，占总 TVL 的 66%。索拉纳位居第二。

L2s also keep doing well. Linea gets the thumbs up. It’s currently the 10th largest chain by TVL. Airdrop rumors keep fueling this narrative. Avalanche also made a surprise appearance. It digitized 42 million car titles of the California DMV (dept. of Motor Vehicles) on its chain. This shows a practical use case for Web3. The picture below shows the TVL over 1 year.

L2 也继续表现出色。 Linea 竖起大拇指。目前，按 TVL 计算，它是第十大连锁店。空投谣言不断助长这种说法。雪崩也惊喜现身。它将加州 DMV（机动车辆部门）的 4200 万辆汽车所有权在其链上数字化。这展示了 Web3 的实际用例。下图显示了 1 年的 TVL。

This sums up Part 1 of this 2-Part series. Keep an eye out for Part 2.

这是这个由 2 部分组成的系列的第 1 部分的总结。请留意第 2 部分。