以太坊和 Polygon 在 2024 年第一季度新用户获取方面处于领先地位

2024 年第一季度，以太坊及其扩展解决方案 Polygon 在新用户获取方面成为表现最好的。以太坊获得了 1340 万新用户，Polygon 获得了 1230 万新用户，合计占观察到的 EVM 链新用户的 70%。 DeFi 交易量一直是用户增长的主要驱动力，以太坊以 10 亿美元的交易量领先，Arbitrum 在 NFT 交易量方面表现强劲。

Ethereum, Polygon Dominate New User Acquisition in Q1 2024

以太坊、Polygon 在 2024 年第一季度的新用户获取中占据主导地位

In a clear testament to their dominance in the decentralized finance (DeFi) and non-fungible token (NFT) ecosystems, Ethereum and its Layer 2 scaling solution, Polygon, have emerged as the undisputed leaders in attracting new users during the first quarter of 2024.

以太坊及其第 2 层扩容解决方案 Polygon 在 2024 年第一季度吸引新用户方面成为无可争议的领导者，这清楚地证明了其在去中心化金融 (DeFi) 和不可替代代币 (NFT) 生态系统中的主导地位。

According to a comprehensive report published by blockchain analytics firm Flipside, Ethereum and Polygon have collectively captured a staggering 70% of new users across all observed Ethereum Virtual Machine (EVM) compatible chains since the beginning of the year.

根据区块链分析公司 Flipside 发布的一份综合报告，自今年年初以来，以太坊和 Polygon 在所有观察到的以太坊虚拟机 (EVM) 兼容链中总共捕获了惊人的 70% 新用户。

Ethereum, the undisputed leader in the blockchain space, has welcomed 13.4 million new users to its network, while Polygon has attracted a remarkable 12.3 million new users. Notably, these figures represent a substantial growth of 298.3% and 359.7%, respectively, compared to their user base in December 2023.

以太坊是区块链领域无可争议的领导者，其网络已迎来 1340 万新用户，而 Polygon 则吸引了惊人的 1230 万新用户。值得注意的是，与 2023 年 12 月的用户群相比，这些数字分别大幅增长了 298.3% 和 359.7%。

DeFi Boom Fuels User Growth

DeFi 繁荣推动用户增长

The primary catalyst for this surge in new user adoption has been the meteoric rise of DeFi protocols across various EVM chains. DeFi, which allows users to access financial services such as lending, borrowing, and trading through decentralized applications, has experienced a significant increase in trading volume since the start of the year.

新用户采用激增的主要催化剂是各种 EVM 链上 DeFi 协议的迅速崛起。 DeFi 允许用户通过去中心化应用程序获得借贷和交易等金融服务，自今年年初以来，其交易量大幅增长。

Ethereum has emerged as the undisputed leader in DeFi trading, with a cumulative trading volume of over $1 billion. Its busiest trading day was recorded on March 5, when the daily volume surpassed an impressive $428 million. Notably, March has been the most active trading period across all observed chains, indicating the growing momentum behind DeFi.

以太坊已成为 DeFi 交易领域无可争议的领导者，累计交易量超过 10 亿美元。 3 月 5 日是其最繁忙的交易日，当天的日交易量超过了令人印象深刻的 4.28 亿美元。值得注意的是，3 月份是所有观察到的链上交易最活跃的时期，这表明 DeFi 背后的势头不断增长。

While DeFi trading activity on other EVM chains such as Arbitrum and Optimism has experienced slight declines in recent weeks, the overall trend has been consistently upward. This stands in stark contrast to the erratic market fluctuations that plagued the crypto market throughout much of 2023.

尽管 Arbitrum 和 Optimism 等其他 EVM 链上的 DeFi 交易活动最近几周略有下降，但总体趋势一直持续上升。这与 2023 年大部分时间困扰加密货币市场的不稳定市场波动形成鲜明对比。

NFT Engagement Shows Mixed Results

NFT 参与度结果好坏参半

The growth in NFT activity among new users has exhibited mixed patterns, with the two largest chains, Ethereum and Polygon, experiencing contrasting trends.

新用户中 NFT 活动的增长呈现出混合模式，以太坊和 Polygon 这两个最大的链经历了截然不同的趋势。

Ethereum and Base have witnessed a steady increase in new user activity on the NFT front, whereas Polygon has seen a gradual decline in this area since the start of the year. Other EVM chains have exhibited fluctuating NFT trading activity, indicating a lack of clear patterns and increasing volatility in this sector.

以太坊和 Base 见证了 NFT 领域新用户活动的稳步增长，而 Polygon 自今年年初以来该领域的新用户活动逐渐下降。其他 EVM 链也表现出波动的 NFT 交易活动，表明该领域缺乏明确的模式且波动性不断增加。

Despite the mixed results, Ethereum and Polygon have maintained the highest USD volume of NFT transactions since the beginning of the year. Ethereum's daily NFT trading volume has consistently exceeded $1 million since January 1st, while Polygon's peaked at over $6 million in early January before declining to less than $500,000.

尽管结果好坏参半，但以太坊和 Polygon 自年初以来仍保持着最高的美元 NFT 交易量。自 1 月 1 日以来，以太坊的每日 NFT 交易量一直超过 100 万美元，而 Polygon 的交易量在 1 月初达到超过 600 万美元的峰值，然后降至不足 50 万美元。

Arbitrum's Strong Performance

Arbitrum 的强劲表现

Despite lagging behind Ethereum and Polygon in terms of new user acquisition, Arbitrum has managed to secure a strong second position in terms of new user trading volume. Since the start of 2024, Arbitrum has amassed an impressive $9.5 billion in trading volume, firmly establishing its position as a major player in the DeFi and NFT ecosystems.

尽管在新用户获取方面落后于以太坊和 Polygon，但 Arbitrum 在新用户交易量方面仍稳坐第二位。自 2024 年初以来，Arbitrum 的交易量已达到令人印象深刻的 95 亿美元，牢牢确立了其作为 DeFi 和 NFT 生态系统主要参与者的地位。

The difference in performance between Arbitrum and Polygon can be attributed to the后者's high NFT trading volume this year, which peaked at $6.3 million in early January. In contrast, Arbitrum's NFT trading volume has remained relatively modest, with a daily high of $229,000 recorded in mid-February.

Arbitrum 和 Polygon 之间的表现差异可以归因于今年以来 NFT 交易量较高，一月初达到 630 万美元的峰值。相比之下，Arbitrum 的 NFT 交易量仍然相对温和，2 月中旬创下 229,000 美元的日高。

Conclusion

结论

The dominance of Ethereum and Polygon in attracting new users during the first quarter of 2024 is a testament to their strong foundations, robust ecosystems, and ability to adapt to the evolving needs of the blockchain industry.

以太坊和 Polygon 在 2024 年第一季度吸引新用户方面占据主导地位，证明了它们强大的基础、强大的生态系统以及适应区块链行业不断变化的需求的能力。

DeFi has emerged as the primary driver of user growth, with the surge in trading volume across various chains indicating the growing adoption of decentralized financial services. However, the mixed results in NFT engagement suggest that this sector is still in its early stages of development and remains subject to volatility.

DeFi 已成为用户增长的主要驱动力，各个链上的交易量激增表明去中心化金融服务的采用率越来越高。然而，NFT 参与度的好坏参半表明该行业仍处于发展的早期阶段，并且仍然会受到波动的影响。

As the blockchain industry continues to evolve, it remains to be seen whether Ethereum and Polygon can maintain their dominance or if other EVM chains will emerge to challenge their supremacy. However, the strong performance of these two platforms during the first quarter of 2024 is a clear indication that they are well-positioned to continue driving the growth and adoption of blockchain technology.

随着区块链行业的不断发展，以太坊和Polygon能否维持其主导地位，或者其他EVM链是否会出现挑战其霸主地位，还有待观察。然而，这两个平台在 2024 年第一季度的强劲表现清楚地表明，它们处于有利位置，可以继续推动区块链技术的增长和采用。