Decentralized Finance行业动态分析

1. Important Industry Events

1. A large trading platform has launched a new Layer 2 network.

A well-known trading platform has launched a new Layer 2 network based on Optimism technology. The network is expected to go live on the testnet on October 10, with the mainnet launching later this year.

Technical Features:

• Introducing Trusted Execution Environment ( TEE ) technology, block construction time can be shortened to 200-250 milliseconds.
• The speed far exceeds that of the Ethereum mainnet and other Layer 2 networks.

2. Scroll officially launched on a trading platform

Scroll is an Ethereum Layer 2 zkRollup solution that uses zero-knowledge proof technology to enhance Ethereum's scalability.

Technical Highlights:

• zkEVM and hardware acceleration
• Adopt the Halo2 verification system
• Develop PipeZK hardware accelerator, GPU verification speed is 10 times faster than CPU

Scroll Token SCR Functions:

• Governance: Token holders can vote on the development of the protocol.
• Future use: validator and sorter tokens, multi-chain innovation coordination, etc.

3. Native USDC launched on Sui

Circle has launched native USDC on the Sui mainnet, allowing developers and users to access it directly without cross-chain bridging. Circle Mint and API fully support USDC on Sui.

Introduction to Sui:

• Layer-1 blockchain, providing fast, secure, and low-cost infrastructure
• The first blockchain based on the Move language that supports native USDC
• The ecosystem has covered more than 85 applications, involving Decentralized Finance, gaming, and other fields.

4. US court did not approve the sale of Silk Road Bitcoin

Recent rumors suggest that the U.S. Supreme Court has approved the sale of 69,370 Bitcoins seized from Silk Road, but this is actually a misinterpretation. The court only dismissed a company's lawsuit over the ownership of these Bitcoins, confirming that the Bitcoins still belong to the U.S. government.

5. Overview of Sui Ecosystem Decentralized Finance Projects

The DeFi sector in the Sui ecosystem is developing rapidly, with major projects including:

Lending Agreement:

• Navi Protocol: Highest TVL, over $350 million
• Suilend Protocol: Developed by the Solend team
• Scallop Protocol: TVL exceeds $150 million

DEX:

• Cetus Protocol: Highest trading volume and TVL
• Turbos Finance: supports a large number of meme token trading
• DeepBook: Adopts an efficient shared object pool structure

Others:

• Bucket Protocol: Decentralized stablecoin project
• Bluefin: The top-ranked derivatives trading platform
• Typus Finance: Derivatives Infrastructure

6. Pyth has partnered with Uniswap

Pyth Network will provide real-time data services for Unichain, including over 500 price data sources, updated every 400 milliseconds. This will provide reliable market data support for DeFi developers on Unichain.

7. Aptos performed well in the second quarter

The Messari report shows that Aptos set multiple new records in the second quarter:

• Daily trading volume increased by 474%, reaching 4.4 million transactions.
• DeFi TVL increased by 123% quarter-on-quarter, reaching 75 million APT
• DEX daily trading volume increased by 189%, reaching 30 million USD

8. Sophon obtained investment from a certain trading platform.

Sophon is a "flexible chain" based on ZKsync, built using Matter Labs' modular open-source framework. Sophon focuses on entertainment applications such as games, social networking, and AI, and plans to launch its mainnet next month. This investment will accelerate its ecological development.

2. Decentralized Finance Data Overview

1. TVL Ranking Changes

The TVL of the Sui blockchain has seen strong growth, successfully ranking in the top ten.

2. Stablecoin Market

• Total market value is $172.818 billion, with a week-on-week change of -0.19%
• USDT market share 69.26%, USDC 20.1%

3. DEX Data

• Uniswap 24h trading volume is $1.542 billion, week-on-week change -1.81%
• PancakeSwap 24h trading volume is $1.044 billion, week-on-week change -23.92%
• Cetus increased by 64.20%, 24h trading volume is $161 million

3. Market Outlook

The launch of the Layer 2 network Unichain by a major trading platform is of great significance:

• Expected to re-attract a large amount of Decentralized Finance liquidity
• Integrate liquidity from multiple chains, TVL could reach tens of billions of dollars.
• Bring new opportunities for the Decentralized Finance strategy team and market makers.
• May give rise to multiple unicorn projects
• The value of the UNI token is expected to increase, becoming an important node token.

The first batch of DeFi protocols that seized the Unichain opportunity is worth paying attention to.