TON、Aptos 和 Sui：2024 年增长最快的区块链

诞生于后 Terra“加密货币冬天”的三个区块链成为 2024 年增长最快的区块链。

Three blockchains that launched during the post-Terra “crypto winter” have seen the fastest growth in TVL among major Web3 networks in H1 2024.

在后 Terra“加密货币冬天”期间推出的三个区块链在 2024 年上半年的主要 Web3 网络中 TVL 增长最快。

The Open Network associated with messaging app Telegram, or TON, along with Aptos and Sui, a pair of blockchains based on the Facebook-built Move programming language, have grown faster than rivals.

与消息应用 Telegram（TON）相关的开放网络，以及 Aptos 和 Sui（一对基于 Facebook 构建的 Move 编程语言的区块链）的增长速度超过了竞争对手。

That’s according to Coinbase analyst David Han, who compared the boom to competitors including Solana, Ethereum, and major Ethereum rollups.

Coinbase 分析师 David Han 表示，他将这一繁荣与 Solana、以太坊和主要以太坊汇总等竞争对手进行了比较。

Adjusting for price “helps to isolate how much TVL growth arises from net new value creation instead of pure price appreciation,” Han wrote in a mid-year review on the industry.

韩在一份行业年中回顾中写道，根据价格进行调整“有助于确定TVL增长有多少是来自于净新价值创造，而不是纯粹的价格升值”。

Total value locked is a metric that tracks the value of crypto deposited in blockchains’ myriad DeFi applications.

锁定的总价值是一个跟踪区块链无数 DeFi 应用中存储的加密货币价值的指标。

TON launched in December 2022. Aptos and Sui went live in October 2022 and May 2023, respectively.

TON 于 2022 年 12 月推出。Aptos 和 Sui 分别于 2022 年 10 月和 2023 年 5 月上线。

Base was the lone Ethereum-based rollup to outperform aggregate TVL growth, said Han. Crypto deposited in Arbitrum and Optimism, two of the longest-running rollups, has declined since the start of the year.

Han 表示，Base 是唯一一个基于以太坊的汇总，其表现优于总 TVL 增长。自今年年初以来，存入 Arbitrum 和 Optimism 这两个运行时间最长的汇总中的加密货币数量一直在下降。

Nevertheless, these blockchains have benefitted from Ethereum’s March upgrade, dubbed Dencun. That upgrade made it far cheaper to use rollups.

尽管如此，这些区块链还是受益于以太坊三月份的升级（称为 Dencun）。这一升级使得使用 Rollups 变得更加便宜。

Even as the dollar value of crypto deposited in rollups hits all-time highs, total transaction fees they have collected has plummeted since the upgrade, according to Han.

韩表示，尽管存入汇总中的加密货币价值创下历史新高，但自升级以来，他们收取的总交易费用却大幅下降。

Moreover, rollup users “have grown tremendously … as fees have dropped post [Dencun],” Han notes — particularly on Arbitrum.

此外，Han 指出，rollup 用户“随着 [Dencun] 后费用下降而大幅增长”——尤其是在 Arbitrum 上。

TON’s growth coincides with the deployment of Tether’s USDT stablecoin on the blockchain in April.

TON 的增长与 4 月份 Tether 的 USDT 稳定币在区块链上的部署同时发生。

The TON blockchain has a crypto wallet integrated into the Telegram messaging app, allowing users to send USDT to their contacts worldwide directly from the app.

TON 区块链在 Telegram 消息应用程序中集成了一个加密钱包，允许用户直接从该应用程序向全球联系人发送 USDT。

That’s not the only incentive the TON team introduced to promote USDT adoption on the network.

这并不是 TON 团队为促进 USDT 在网络上的采用而引入的唯一激励措施。

Users who store USDT on their Telegram mobile wallets can earn up to 50% annualised yields ― much higher than the average DeFi interest rate offered by lending protocols.

在 Telegram 移动钱包上存储 USDT 的用户可以获得高达 50% 的年化收益率——远高于借贷协议提供的平均 DeFi 利率。

The yield comes from TON token rewards for providing liquidity on major decentralised exchanges on the blockchain.

收益来自于为区块链上主要去中心化交易所提供流动性的 TON 代币奖励。

But the network hasn’t been able to attract established DeFi projects to deploy their protocols on the chain.

但该网络未能吸引成熟的 DeFi 项目在链上部署其协议。

Aleks Gilbert is a DeFi Correspondent at DL News. Got a tip? Email him at aleks@dlnews.com.

Aleks Gilbert 是 DL News 的 DeFi 记者。有小费吗？给他发电子邮件：aleks@dlnews.com。