Layer 2 革命：爆炸性增长和主导地位的转移

第 2 层协议 (L2) 在 4 月份经历了显着增长，其中 Blast 的新地址增长了 42%，令人印象深刻，而 Optimism (OP) 在总地址方面占据主导地位。尽管 5 月份 Arbitrum (ARB)、Base 和 zkSync Era 的每日活跃地址有所下降，但 OP 的活跃地址有所增加，这表明 OP 和 ARB 的潜在增长前景良好。

Explosive Growth and Shifting Tides: The State of Layer 2 Solutions

爆炸式增长和潮流转变：第 2 层解决方案的现状

Introduction

介绍

Layer 2 (L2) solutions have emerged as a significant force in the blockchain industry, aiming to address the scalability and cost limitations of base layer protocols. Their high network activity has sparked considerable buzz, prompting a comprehensive analysis of their performance and prospects. Coin98 Analytics has released a detailed monthly report shedding light on the state of several top L2s, including Optimism (OP), Arbitrum (ARB), zkSync Era, and Base.

第 2 层 (L2) 解决方案已成为区块链行业的重要力量，旨在解决基础层协议的可扩展性和成本限制。他们的高网络活动引起了相当大的关注，促使人们对其表现和前景进行全面分析。 Coin98 Analytics 发布了详细的月度报告，揭示了几个顶级 L2 的状态，包括 Optimism (OP)、Arbitrum (ARB)、zkSync Era 和 Base。

April's Landscape

四月的风景

As of April, OP dominated the field in terms of total addresses, boasting an impressive 138 million. Base and ARB followed with 71.9 million and 22.3 million addresses, respectively. OP also shattered its own record, registering over 450,000 new addresses per day, the highest among all L2s. While OP led the growth, significant increases were noted for Base and ARB as well.

截至 4 月份，OP 在总地址方面占据主导地位，拥有令人印象深刻的 1.38 亿个地址。 Base 和 ARB 紧随其后，分别拥有 7190 万和 2230 万个地址。 OP 还打破了自己的记录，每天注册超过 450,000 个新地址，是所有 L2 中最高的。虽然 OP 引领了增长，但 Base 和 ARB 也出现了显着增长。

However, Blast made headlines due to its exceptional growth trajectory. Blast's number of addresses surged by an astonishing 42% during April, eclipsing the 2%, 4%, and 12% growth rates of OP, Base, and ARB, respectively. The report also highlighted the impressive transaction volumes of L2s. opBNB reigned supreme with over 872 million transactions, while ARB, zkSync, and OP recorded 472 million, 346 million, and 257 million transactions, respectively. Blast again stole the spotlight, exhibiting the most significant growth rate in transactions, with an 112% month-over-month increase.

然而，Blast 因其非凡的增长轨迹而成为头条新闻。 4 月份，Blast 的地址数量惊人地猛增了 42%，超过了 OP、Base 和 ARB 分别 2%、4% 和 12% 的增长率。该报告还强调了 L2 令人印象深刻的交易量。 opBNB 以超过 8.72 亿笔交易量占据主导地位，而 ARB、zkSync 和 OP 分别记录了 4.72 亿笔、3.46 亿笔和 2.57 亿笔交易。 Blast 再次成为众人瞩目的焦点，交易量增长最为显着，环比增长 112%。

The top four L2 protocols by total value locked (TVL) experienced significant shifts in capital flows, with ARB emerging as the leader. Base witnessed a notable 24% month-over-month (MoM) increase, reaching over $284 million. In contrast, Arbitrum suffered a substantial $371 million decline in TVL.

按锁定总价值 (TVL) 计算的前四个 L2 协议经历了资本流动的重大变化，其中 ARB 成为领先者。 Base 环比 (MoM) 显着增长 24%，达到超过 2.84 亿美元。相比之下，Arbitrum 的 TVL 大幅下降了 3.71 亿美元。

May's Outlook

五月展望

AMBCrypto's analysis of data from Artemis revealed a contrasting picture for May. While ARB, Base, and zkSync's daily active addresses have declined, Optimism has bucked the trend and seen an uptick. Similarly, Base and zkSync's daily transactions have fallen, whereas Base and OP have experienced slight increases.

AMBCrypto 对 Artemis 数据的分析揭示了 5 月份的对比情况。虽然 ARB、Base 和 zkSync 的每日活跃地址有所下降，但 Optimism 却逆势上升。同样，Base 和 zkSync 的每日交易量有所下降，而 Base 和 OP 则略有增长。

Regarding captured value, Base enjoyed the highest revenue at the beginning of May, followed by OP. However, Base and zkSync's revenue charts have shown a downward trajectory, while ARB and OP have gained momentum.

就捕获价值而言，Base 在 5 月初的收入最高，其次是 OP。然而，Base 和 zkSync 的收入图表呈现下降趋势，而 ARB 和 OP 则呈增长势头。

Prospects for the Future

未来展望

Based on these metrics, it appears likely that OP and ARB may experience promising growth in May. In contrast, Base and zkSync might face some challenges. The rapidly evolving L2 landscape demands constant monitoring and analysis to stay abreast of the latest trends and developments.

根据这些指标，OP 和 ARB 可能会在 5 月份实现有希望的增长。相比之下，Base 和 zkSync 可能会面临一些挑战。快速发展的 L2 环境需要持续的监控和分析，以跟上最新的趋势和发展。

Conclusion

结论

L2 solutions continue to play a pivotal role in the blockchain ecosystem, providing scalable and cost-effective alternatives to base layer protocols. The explosive growth of Blast and the shifting dynamics among top L2s in terms of active addresses, transactions, TVL, and captured value highlight the competitive and ever-changing nature of the industry. As L2s strive to innovate and improve their offerings, the future of blockchain scalability remains bright, with ample opportunities for growth and development.

L2 解决方案继续在区块链生态系统中发挥关键作用，为基础层协议提供可扩展且经济高效的替代方案。 Blast 的爆炸性增长以及顶级 L2 在活跃地址、交易、TVL 和捕获价值方面的动态变化凸显了该行业的竞争和不断变化的本质。随着 L2 努力创新和改进其产品，区块链可扩展性的未来仍然光明，拥有充足的增长和发展机会。