64% ntawm cov koom nrog ETH tswj los ntawm tsib lub koom haum - Nansen

Ib tsab ntawv ceeb toom los ntawm blockchain analytics platform Nansen qhia txog 5 lub koom haum uas tuav 64% ntawm cov koom nrog Ether (ETH) ua ntej ntawm Ethereum qhov kev cia siab heev Merge nrog Beacon Chain.

Ethereum hloov los ntawm kev ua pov thawj-ntawm-kev ua haujlwm mus rau cov pov thawj-ntawm- ceg txheem ntseeg tau teeb tsa yuav muaj nyob rau hnub tom ntej tom qab qhov kawg hloov tshiab thiab duab ntxoov ntxoo diav rawg tau ua tiav thaum ntxov lub Cuaj Hli. Cov ntsiab lus tseem ceeb ntawm The Merge pom cov miners tsis siv los ua cov neeg siv tau lawm, hloov los ntawm cov neeg koom nrog uas tau cog lus rau ETH los tswj lub network.

Nansen tsab ntawv ceeb toom qhia tias tsuas yog ntau dua 11% ntawm tag nrho cov ETH circulating yog staked, nrog 65% kua thiab 35% illiquid. Muaj tag nrho ntawm 426,000 validators thiab qee 80,000 tus neeg tso nyiaj, thaum daim ntawv tshaj tawm kuj tseem qhia txog ib pawg me me ntawm cov koom haum uas hais kom ib feem tseem ceeb ntawm cov koom nrog ETH.

Peb qhov loj cryptocurrency pauv nyiaj rau ze li 30% ntawm cov koom nrog ETH, uas yog Coinbase, Kraken thiab Binance. Lido DAO, tus muab kev koom ua ke loj tshaj plaws, suav rau qhov loj tshaj plaws ntawm cov koom nrog ETH nrog 31% sib koom, thaum lub thib tsib pab pawg neeg tsis raug cai tuav 23% ntawm cov koom nrog ETH.

Lido thiab lwm yam decentralized on-chain kua staking raws tu qauv tau pib tsim los ua ib tug counter-risk rau centralized exchanges accumulating feem ntau ntawm staked ETH, vim hais tias cov tuam txhab uas muag yuav tsum tau ua raws li cov cai tswj.

Related: Cov kws tshaj lij hnyav nyob rau hauv Ethereum qhov tsis zoo tom qab Kev Sib Koom: Nyiaj Txiag Redefined

Nansen tsab ntawv ceeb toom hais txog qhov xav tau rau Lido kom muaj kev ywj pheej txaus kom nyob twj ywm tiv thaiv kev censorship. Onchain cov ntaub ntawv qhia tau hais tias kev ua tswv cuab ntawm Lido txoj cai tswj hwm token (LDO) yog qhov tseem ceeb, nrog cov pab pawg ntawm cov tswv lag luam loj uas muaj peev xwm ua rau muaj kev pheej hmoo censorship.

"Piv txwv li, 9 qhov chaw nyob saum toj kawg nkaus (excl. treasury) tuav ~ 46% ntawm kev tswj hwm lub hwj chim, thiab qee qhov chaw nyob me me feem ntau yog cov tswv yim. Cov ceg txheem ntseeg rau kev faib tawm kom raug yog siab heev rau ib lub koom haum uas muaj peev xwm feem ntau ntawm cov koom nrog ETH. "

Nansen kuj lees paub tias lub zej zog LIDO tab tom nrhiav kev daws teeb meem rau qhov muaj feem cuam tshuam ntawm kev tshaj tawm hauv nruab nrab, nrog cov kev pib suav nrog kev tswj hwm ob qho tib si raws li kev cai lij choj thiab lub cev faib cov neeg siv khoom tau npaj tseg.

Muab qhov kev poob qis tsis tu ncua hauv kev lag luam cryptocurrency, feem ntau ntawm cov koom nrog ETH tam sim no tawm ntawm cov txiaj ntsig - nqis los ntawm ~ 71%. Lub caij no, 18% ntawm tag nrho cov koom nrog ETH yog tuav los ntawm cov neeg ua haujlwm tsis raug cai uas tau txais txiaj ntsig.

Nansen qhia tias pawg no ntawm cov neeg koom nrog feem ntau yuav muag lawv cov ETH thaum tshem tawm tau qhib ntawm kev hloov kho Shanghai. Kev ntshai ntawm kev muag khoom loj ntawm Kev Sib Koom Tes yog qhov tsis lees paub, txawm li cas los xij, vim tias ETH rho tawm tsuas yog ua tau 6 mus rau 12 lub hlis tom qab The Merge.

"Txawm li cas los xij, tsis yog txhua tus tuaj yeem thim lawv cov ceg txheem ntseeg ib zaug vim tias muaj kev tawm hauv qhov chaw rau cov neeg siv tau zoo ib yam li cov kab ua haujlwm ntawm ib ncig ntawm rau tus neeg siv tau (feem ntau yog 32 ETH txhua) ib lub sijhawm (~ 6.4 min).

Nansen sau tseg tias yog tias txhua tus neeg lees paub tau thim lawv cov koom nrog ETH thiab tso tseg tsis ua tus neeg lees paub, qhov no yuav siv sijhawm li 300 hnub nrog ntau dua 13 lab ETH koom nrog.

Lub blockchain thiab analytics platform tshaj tawm lub community launch txog ib tug tshiab kev tshawb fawb thiab kev kawm caj npab nrog rau nws Merge daim ntawv qhia, tsom mus yuav nws on-chain cov ntaub ntawv analytics nrog masterclasses thiab cov ntaub ntawv tshawb fawb. Nansen Research Portal tseem yuav tshaj tawm kev lag luam-kev tshawb fawb cov ntaub ntawv los ntawm ntau tus neeg koom tes hauv kev lag luam blockchain thiab cryptocurrency.