Matrixport said on the X platform that since the Cancun upgrade (Dencun) in March, the revenue of the Ethereum blockchain has fallen sharply. Historical data shows that the price of ETH is closely related to revenue fluctuations, and some analysts even divide annual revenue by Ethereum market capitalization to calculate the yield. The sharp drop in revenue suggests that ETH may face a correction. However, Ethereum revenues have doubled from August to September, suggesting that the worst of the d...
Matrixport在X平台表示,自3月坎昆升级(Dencun)以来,以太坊区块链收入大幅下滑。历史数据显示,ETH 价格与收入波动紧密相关,些分析师甚至将年度收入除以以太坊市值来计算收益率。收入的急剧下跌暗示 ETH 可能会出现回调。 然而,从8月到9月,以太坊收入已翻倍,这表明最严重的下滑或已结束。如果这一趋势持续,ETH 或将迎来反弹。
According to IntoTheBlock, Ethereum mainnet fees hit a record low as L2 transactions surged following the Dencun upgrade. EIP-4844 slashed L2 costs by a factor of 10, driving a record number of transactions. However, due to the decrease in the number of Ethereum destroyers, ETH has moved from previous deflation to inflation.
据 IntoTheBlock 数据,在 Dencun 升级后,随着 L2 交易激增,以太坊主网费用创下历史新低。EIP-4844 将 L2 成本削减了 10 倍,推动了创纪录的交易笔数。 然而,由于以太坊销毁数量的减少,ETH 已从之前的通货紧缩转为通货膨胀。
Galaxy Research published on the X platform and disclosed that since Dencun upgraded, the Ethereum L1 protocol revenue from Layer 2 is almost zero. "
According to Galaxy researcher Christine Kim, Ethereum's Dencun upgrade in March had unintended consequences, causing an increase in transaction failure rates on the Layer 2 network. She cited the in-depth analysis report "150 Days After Dencun" published by crypto investment firm Galaxy on August 21, which reported that since the upgrade, there has been a significant increase in failed transactions and bot activity on Layer 2, which has reduced fees. The report states that after the activation ...
CryptoQuant analysts have said that the Dencun upgrade has re-inflated Ethereum, potentially undermining its character as an ultra-sound currency. CryptoQuant released a report on Wednesday saying that the destruction of Ethereum has fallen to one of the lowest levels since Merge due to the decrease in transaction fees on the Ethereum network due to the Dencun upgrade. Merge refers to the process of transforming Ethereum from a proof-of-work (PoW) consensus mechanism to a proof-of-stake (PoS) co...
CryptoQuant 分析师表示,Dencun 升级使以太坊再次通胀,可能破坏其作为ultra-sound(超声波)货币的特性。 CryptoQuant 周三发布的一份报告称,由于 Dencun 升级导致以太坊网络上的交易费用减少,以太坊的销毁量已经降至自 Merge 以来的最低水平之一。Merge 是指以太坊从工作量证明(PoW)共识机制转变为权益证明(PoS)共识机制的过程。...
Analysts at data firm CryptoQuant have said that Dencun's upgrade has made Ethereum inflationary again, potentially killing the characteristics of its low-inflation currency. Due to the Dencun upgrade, Ethereum burn has fallen to one of the lowest levels since the merger, when Ethereum moved from a proof-of-work (PoW) to a proof-of-stake (PoS) consensus mechanism, and Ethereum's supply is growing at the fastest daily rate since the network merger. CryptoQuant analysts said that before Dencun's u...
数据公司CryptoQuant的分析师表示,Dencun的升级使以太坊再次通胀,可能会扼杀其低通胀货币的特性。由于Dencun升级,以太坊燃烧量已降至合并以来的最低水平之一,当时以太坊从工作量证明(PoW)转向股权证明(PoS)共识机制,以太坊的供应量正以网络合并以来最快的日增长率增长。CryptoQuant分析师表示,在Dencun升级之前,以太坊上较高的网络活动...
根据巴西 Inter 的一份报告,以太坊最近的 Dencun 升级中引入的“Blob”使第 2 层 (L2) 区块链将网络可扩展性提高了 11 倍以上。 Blob 是以太坊区块内的空间,专用于从 L2 链(例如 Arbitrum、Optimism 和 Base)接收数据。
Matrixport发文称,之前每次分析升级对ETH价格的影响时,我们曾批评过以太坊的升级策略。随着Dencun升级结束,以太坊的市占比指数从19%下降到16%。 我们建议使用ETH作为比特币多头的空头(或对冲)。 比特币的市占比保持稳定。