以太坊与Solana：TVL趋势和新竞争者的兴起

探索以太坊，Solana和TVL的最新趋势，分析市场动态以及Ozak AI等创新项目的出现。

Ethereum vs. Solana: TVL Trends and the Rise of New Contenders

以太坊与Solana：TVL趋势和新竞争者的兴起

Ethereum and Solana are key players in the DeFi space, but recent data reveals shifting dynamics. While Ethereum leads in total value locked (TVL), Solana boasts impressive active addresses. This article dives into these trends and the emergence of new projects like Ozak AI.

以太坊和Solana是Defi领域的关键参与者，但最新数据揭示了动态的变化。尽管以太坊的总价值锁定（TVL）领先，但Solana拥有令人印象深刻的主动地址。本文深入研究了这些趋势以及Ozak AI等新项目的出现。

Ethereum's TVL Dominance and Whale Behavior

以太坊的TVL优势和鲸鱼行为

Despite a cooling crypto market in June 2025, Ethereum maintains a significant lead in TVL, holding a whopping $57.665 billion. It's important to note that, despite market conditions that mirror 2021's double-top pattern, Ethereum whales aren't exiting their positions. CryptoQuant reports indicate large-scale investors are holding steady, suggesting confidence in future upside, fueled by macro and ETF tailwinds. This whale activity correlates strongly with Bitcoin's price trends, indicating Ethereum's continued relevance in the broader crypto market.

尽管2025年6月的冷冻加密市场，以太坊在TVL中保持着重要的领先优势，持有高达576.665亿美元的票房。重要的是要注意，尽管市场条件反映了2021年的双顶模式，但以太坊鲸鱼并未退出其位置。加密报告表明，大规模投资者保持稳定，这表明对宏观和ETF的后风力推动了对未来上升空间的信心。这种鲸鱼活动与比特币的价格趋势密切相关，表明以太坊在更广泛的加密市场中的持续相关性。

Solana's Surging Active Addresses

Solana的主动地址

Solana has surpassed Ethereum in daily active addresses, boasting 3.1 million users. Its DEX volume has also overtaken Ethereum's, reaching $1.697 billion. While Solana's DeFi TVL is less than $8 billion, its speed and scalability make it a strong contender. However, competition from Ethereum, Layer 2 solutions, and emerging ecosystems like Sui and Aptos remains intense. Solana's future growth may be capped compared to its early days.

索拉纳（Solana）在日常活动地址中超过以太坊，拥有310万用户。它的DEX量也已超过以太坊，达到了16.97亿美元。尽管Solana的Defi TVL不到80亿美元，但其速度和可扩展性使其成为强大的竞争者。但是，来自以太坊，第2层解决方案以及Sui和Aptos等新兴生态系统的竞争仍然激烈。与早期相比，Solana的未来增长可能会被限制。

Emerging Contenders: Ozak AI and Ondo Finance

新兴竞争者：Ozak AI和Ondo Finance

While Ethereum and Solana battle for dominance, new projects are emerging. Ozak AI, an AI-driven platform for financial market analytics, has raised over $1.2 million in its presale. Its OZ token, priced at $0.005, offers a potential 200x gain as it aims for a $1 target. Listed on CoinMarketCap and CoinGecko, Ozak AI gains visibility and credibility. Meanwhile, Ondo Finance has reached a record TVL of over $1.397 billion, driven by tokenization and real-world asset (RWA) adoption. Analysts predict Ondo crypto could hit $1 soon, signaling growing investor confidence.

尽管以太坊和索拉纳争夺主导地位，但新项目正在出现。 AI驱动的金融市场分析平台Ozak AI已在其预售中筹集了超过120万美元。它的OZ代币的价格为0.005美元，其目标是1美元的目标，因此具有200倍的增益。 Ozak AI在CoinMarketCap和Coingecko上列出，获得了可见性和信誉。同时，由令牌化和现实世界中的资产（RWA）采用的驱动，Ondo Finance的TVL超过13.97亿美元。分析师预测，Ondo Crypto可能很快就会达到1美元，这表明投资者的信心不断增长。

Other Chains in the Mix

混合物中的其他连锁店

Other chains like Base, Arbitrum, and Tron are also experiencing user decay. Base and Arbitrum, Ethereum Layer-2 chains, show strong DeFi activity despite user contractions. Tron, on the other hand, is facing sharp declines. Newer chains like Sui and Hyperliquid defy bearish trends. Hyperliquid L1 stands out, increasing by 26.51% month-on-month in active addresses.

基本，仲裁和TRON等其他连锁店也正在经历用户衰减。基本和仲裁，以太坊2层链，尽管用户收缩，但表现出强烈的偏转活动。另一方面，特隆正面临急剧下降。诸如SUI和超液体的较新连锁店违背了看跌趋势。超流动性L1脱颖而出，活动地址每月增加26.51％。

Final Thoughts

最后的想法

The Ethereum and Solana rivalry continues, but the crypto landscape is ever-evolving. While Ethereum holds the TVL crown, Solana's active user base is nothing to scoff at. Keep an eye on emerging projects like Ozak AI and the real-world asset trend with Ondo Finance, because in the wild world of crypto, disruption is always just around the corner. Who knows what the next big thing will be? It's anyone's game!

以太坊和索拉纳的竞争仍在继续，但加密货币景观一直在不断发展。虽然以太坊持有TVL冠冕，但Solana的主动用户群毫不嘲笑。请密切关注Ozak AI等新兴项目以及Ondo Finance的现实资产趋势，因为在加密货币的野外世界中，破坏总是临近。谁知道下一件大事会是什么？这是任何人的游戏！