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自1月11日比特币现货ETF被批准上市后,已有数百亿美元的增量资金涌入加密世界,加上减半叙述的结果及Ordinals生态的长期繁荣等利好影响,助力BTC价格正值节节攀升,一路冲破2021年的高点(69000美元)直奔8万美元,加密市场牛市行情已被彻底点燃。
在此期间,波场(TRON)网络费用收入不断创历史新高的优异表现令人惊叹。3月5日,DeFiLlama数据显示,波场TRON网络收入高达231万美元,再创历史新高,成为继以太坊坊、比特币后续收益最高的区块链网络。
同时,波场TRON网络用户数、TVL、交易量等核心指标也不断突破历史新高。其中,波场TRON账户数已于3月7日突破2.16亿,网络日活用户数在整个公链市场中排名第一。
“基本面”数据增长的背后,是波场TRON强劲发展的生态、活跃的链上交易、以及强劲的用户增长。
最近365美元,波场TRON网络收入高达4.5亿美元,在所有区块链网络中第三排名,以太坊(28.4亿美元)比特币和币(7.1亿美元),被用户在此“加密货币”市场最大的赢家”。
波动波场TRON网络的繁荣和活跃活跃 5年前(2019年)支持发行TRC20-USDT的震荡决策,2019年,截至3月11日,波场TRON网络上流通的USDT数量已超过538亿枚,市场贡献度超过50%,近30美元USDT日均转账量超过150亿美元,是当前加密市场上最大的稳定币交易链。
波场TRON在稳定币上取得的成绩有目共睹,但也只是其生态版图的冰山一角。
3个月前,波场TRON账户数突破2亿里程碑时,创始人孙宇晨曾发文表示,波场TRON仍处于发展的早期阶段,未来的愿景是服务全球80亿人。他还强调到,继续增加USDT等稳定币的部署同时吸引更多的开发者、社区用户、机构投资者进入波场TRON生态系统是其持续增长和成功的关键策略。
目前,波场TRON链上应用DeFi锁仓的加密资产价值(TVL)已超过100亿美元,在所有公链中排名第二,以太坊以太坊(556亿美元)。
除稳定币和DeFi生态外,波场TRON生态仍在积极布局今年新的增长、寻找新的增长点。去年上线的RWA产品stUSDT不到1年的时间锁仓量就超过13亿美元;2月,波场TRON宣布比特币二层解决方案进军比特币生态,以生态版为基础再添添新坐标,以撬动千万亿美元市场增长的新空间。
稳币稳坐霸主地位,USDT市场占比超50%
自2019年波场波场TRON支持发行TRC20-USDT后,凭借费用低、提现速度快等绝佳的用户体验优势迅速占领了加密市场,TRC20-USDT发行量开启爆炸式增长,仅用2年的时间其网络流通的USDT数量就赶超了对手以太坊,并长期稳坐霸主地位,且TRC20-USDT合约为波场TRON网络活跃贡献了90%以上的活跃度。
根据tronscan数据显示,近7日内,TRC20-USDT合约被调用次数超过了1430万次,申请调用的账户数超过290万次,仅TRC20-USDT合约燃烧的TRX数量就超过了8861个,约1151万美元,在整个波场TRON生态中心活动超过95%。
数据来源:https://tronscan.org/#/data/rankings/contracts
稳定币并不是连接法币与加密世界的重要桥梁,随着DeFi爆发及链上应用的层出不穷,进一步成为投资基础设施工具,其市值的变化也成为判断加密市场牛熊的重要指标。
稳定币市值的增减常被视为加密货币市场整体货币供应量的变化,市值增加意味着更多的资金流入加密货币市场,不仅可以提供额外的流动性,还有利于各个上链的交易活动。
在本轮上涨行情中,同样看到了稳定币市值的增量。自2024年开年以来,USDT新增市值超过100亿美元。
随着USDT市场贡献进一步提升,TRC20-USDT也令人振奋新的爆炸性增长。2024年以来,TRC20-USDT新增发行量近50亿枚,其中,2月24日Tether在波场TRON网络上增发10亿枚USDT;3月5日再次增发10亿枚USDT。
根据 DeFiLlama 数据显示,3 月 11 日,加密市场稳定币市值为 1453 亿美元,其中 USDT 市值为 1022 亿美元,在整个稳定币市场中占比超过 70%。波场 TRON 上 TRC20-USDT 流通量超过 538 亿枚,在整个稳定币市场参与度接近40%,USDT市场参与度达到50%,作为第一大的稳定币流通网络地位不可撼动。
无论牛熊与否,稳定币交易的需求始终存在。作为稳定币的主要基础,波场TRON拥有着全球第一大的稳定币流通供应量,市场对USDT的需求衍生就是对波场TRON网络的需求,USDT需求增大,波场TRON网络越活跃。
根据tronscan显示数据,过去30月初,TRC-20 USDT日均成交额超过131亿美元。
Coin98发布的波场TRON月度数据报告显示,2月波场TRON链上交易笔数、新增账户数、日活跃用户数等数据上均表现亮眼。其中,波场TRON链上交易笔数量超过1.29亿,新增账户数接近530万,日活跃用户数超过180万,在所有公链市场中排名第一,远远超越了比特币和以太坊。
另外,波场TRON网络活跃度也同时影响TRX供应量变化,由于链上每笔操作都会囤积部分TRX,网络越活跃燃烧的TRX也越多。伴随着波场TRON网络交易量、账户数的增加,以及DApp生态的持续扩大,波场TRON网络中思考的TRX数量激增。
根据tronscan显示,自2021年10月开始,TRX就进入了通缩状态,年化概率为-2.98%,目前TRX的供应量879亿枚。
由此,加密用户KK曾感叹到,波场TRON生态日活用户数有点出乎意料,原来自己每一次转USDT都直接为波场TRON生态做出了贡献,波场TRON简直是躺赢了,是加密市场中最大的赢家。
持续深耕稳定币生态,剑指千亿美元市值
在稳定币布局上,波场TRON构建了由中心化稳定币USDT、TUSD、USDC,以及去中心化超额稳定币USDJ和USDD等组成的信心稳定币格局。 TRON为不同需求的用户提供多种稳定币选择,还稳定构建了更加完善的稳定币体系,胶原蛋白奠定了其在稳定币领域的头部地位。
3月11日,波场TRON链上的稳定币总市值约558亿美元,持有用户数接近4000万,24小时交易数超过250万笔。
稳定币的成功并非一蹴而就的,是波场TRON不断坚持深耕的成果。波场TRON创始人孙宇晨对于稳定币的发展一直非常重视,曾多次公开强调稳定币在加密市场中的。
早在2020年底,当四大公链都在寄希望于通过部署DeFi应用推动链上生态繁荣时。孙宇晨就曾预测到,加密资产领域一个比较确定的趋势是——稳定币作为支付网络将具有越来越强的作用在越来越多的应用场景中,稳定币的转帐支付将成为加密货币行业杀手级应用。
In addition, he also emphasized that stablecoins are a crucial part of the public chain ecosystem. The public chain ecosystem without stablecoins is incomplete. In addition to value preservation and risk aversion, stablecoins can also meet various needs. Such investment and demand for participation in ecological applications will become the largest and most critical traffic entrance in the industry.
In March last year, Sun Yuchen stated on his personal social media that the focus of TRON's development is still the stable currency, and set the market value of TRON's stable currency at US$100 billion. In the dialogue on the theme of "Looking ahead to the next ten years of cryptocurrency" at the Token 2049 event in Singapore last year, Sun Yuchen said that in the next 10 years, the largest daily application scenario of cryptocurrency and blockchain will still be stablecoin payment transactions. .
Precisely because of Justin Sun's forward-looking predictions and high attention, TRON has been developing rapidly in the stablecoin field, leading the industry's progress. Today, the development of USDT and the excellent data of TRON TRC20 have confirmed Sun’s prediction.
In addition to the founder's attention and persistence, TRON also has its own way of playing out of the stable currency.
Externally, we actively promote cooperation with crypto trading platforms to open up deposit channels and lower the threshold for users to enter the crypto world. We also continue to expand cooperation with traditional enterprises to leverage market opportunities in traditional finance and expand user usage scenarios.
For example, in January this year, TRON cooperated with payment platform Pundi X to promote the use of cryptocurrency in daily consumption scenarios. The general manager of Pundi X said that almost every Turkish crypto user is using TRC20-USDT.
Internally, TRON continues to develop products to improve user experience, and creates a complete product system for stablecoin users to increase the rate of return for holding stablecoins, including a set of products based on deposits, lending, and RWA. DeFi applications built with stablecoins.
In terms of improving stablecoin application scenarios and revenue, TRON’s already launched products include the “DeFi suite” lending product JustLend, stablecoin minting protocol JustStables, cross-chain protocol Just Cryptos, DEX protocol SUN.io, etc.
In addition, in July last year, the TRON ecosystem launched the RWA-based product stUSDT, which supports users to invest USDT in real-world assets such as short-term government bonds to obtain higher returns. As of March 11, the value of USDT pledged by stUSDT has exceeded US$1.3 billion, with a yield of 4.84%. The asset management scale ranks second in the RWA track, second only to MakerDAO.
Through this complete product system, TRON not only acquires new users entering the crypto world, but also solves the problem of how to keep users on the platform.
From the perspective of the TRON public chain, the additional issuance of USDT will continue to increase the value carried by TRON, attracting more users to enter the TRON ecosystem, and transactions on the chain will become more frequent, and the TRON ecosystem will further Tamp down.
Currently, TRON TVL has exceeded US$25.7 billion, of which the asset value locked on the lending platform JustLend is close to US$8.13 billion, and the TVL on the cross-chain protocol Just Cryptos is US$8.11 billion.
In terms of network revenue, in the past 365 days, the annual revenue of the TRON network has reached US$452 million, ranking third among all networks, second only to Ethereum (US$2.84 billion) and Bitcoin (US$710 million).
Through diversified layout and continuous development of its related supporting ecosystem, TRON has formed its own moat advantage in the stablecoin track, and its goal of a market value of 100 billion US dollars is just around the corner.
Entering the Bitcoin Ecosystem to Leverage a Trillion-Dollar New Market
While TRON insists on moving forward steadily in its stablecoin business, it is also actively laying out new tracks and opening up new battlefields. In February, TRON announced the launch of a second-layer Bitcoin solution and entered the Bitcoin ecosystem, which will open up new growth space of trillions of dollars in the future.
At present, Bitcoin has officially exceeded US$70,000, and its market value has soared to US$1.4 trillion, surpassing silver and becoming the eighth largest asset in the world by market value.
Since Bitcoin does not support smart contracts, it has only existed as a value storage asset for a long time. Trillions of dollars of Bitcoin assets have been sleeping in wallets or exchanges, unable to exert their liquid value.
However, with the development and prosperity of the Ordinals protocol and BRC20, Bitcoin, which was originally only used as a store and exchange of value, can also be used as a place for asset issuance. This not only enriches the new asset types of the Bitcoin ecosystem, but also greatly broadens the scope of Bitcoin. Usage scenarios, and may leverage trillions of dollars of Bitcoin sleeping in wallets.
Since the tide of Ordinals inscriptions, the Bitcoin ecosystem has attracted an influx of funds, users, and developers into the Bitcoin ecosystem. Faced with congestion and high gas fees on the Bitcoin chain, it has provided an opportunity for the development of Bitcoin Layer 2, which is expected to Innovative DeFi applications are introduced to the Bitcoin network.
Today, various Layer 2 solutions are flourishing in the Bitcoin market. In addition to familiar old projects such as Stacks, RSK, Liquid, and RGB, there are also new players such as BitVM and Merlin, as well as Nervos, which entered the game halfway, transforming or entering Bitcoin La