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18 charts of Ethereum's L2 "Minimalist Data Report" for April

author:MarsBit

原文作者:Coin98 Analytics

Original text: twitter

编译:Frank,Foresight News

First, address data

1. The top 3 L2 projects in terms of the number of on-chain addresses

The ranking of on-chain addresses in April is as follows:

  • Optimism:1.38 亿个
  • Base: 71.9 million
  • Arbitrum:2230 万个
18 charts of Ethereum's L2 "Minimalist Data Report" for April

2. The number of new addresses added every day

On some days, Optimism has seen an all-time high of more than 450,000 new addresses per day.

Meanwhile, Arbitrum and Base also experienced significant growth later in the month.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

3. The monthly growth rate of the new address

The highest monthly growth rate for all top L2s in April was Blast, with a whopping 42% monthly growth.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

4. The total number of new addresses added in a month

Optimism continued to maintain its dominance, with the highest number of newly created addresses this month, at a whopping 3.4 million.

It was followed by Base (2.8 million new addresses) and Arbitrum (2.5 million new addresses).

18 charts of Ethereum's L2 "Minimalist Data Report" for April

2. The number of transactions

1. The number of transactions per day

At the beginning of the month, Linea recorded a surprising number of daily transactions – including more than 4.6 million transactions on April 1, but has since declined.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

2. The monthly growth rate of the number of transactions

The highest monthly growth rate in the top L2 in April was Blast, which was as high as 112%.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

3. The total number of transactions

In April, opBNB reached an all-time record of nearly 146 million transactions.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

3. Daily TPS

本月热门项目前三名:opBNB、Base、Arbitrum。

18 charts of Ethereum's L2 "Minimalist Data Report" for April

4. Inflow/outflow of funds

1. The top 4 L2 protocols in terms of on-chain TVL

There has been a significant change in on-chain flows this month – Blast and Base alternately occupy second place, both of which lag behind Arbitrum in terms of TVL.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

2. TVL growth data

Arbitrum's TVL decreased by more than $371 million, while Base's monthly revenue increased by 24% to more than $284 million.

In addition, both Mode and Linea have doubled their TVL.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

3. Cross-chain deposit data

Throughout April, Arbitrum maintained its lead in the highest daily cross-chain deposits among L2 solutions, averaging over $10.5 billion per day.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

4. Net inflow/outflow

The total net inflows/outflows from L2 platforms in April are shown in the chart below, with zkSync ($265 million) with the largest inflow and Optimism ($579 million).

18 charts of Ethereum's L2 "Minimalist Data Report" for April

5. TVL rankings by category

1.TVL 按类别排名—Arbitrum

The top three sub-sectors with the highest TVL on Arbitrum: lending, DEX, and derivatives.

Starting in mid-April, a new area of Restaking emerged, with TVL approaching $90 million by the end of the month.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

At the same time, the top protocols for each subcategory in the Arbitrum ecosystem are as follows:

  • Loan: AAVE
  • Derivatives: GMX
  • Exchange: Uniswap
  • Re-staking: Karak
  • Cross-chain: Stargate

2.TVL 按类别排名—Blast

Blast's TVL has seen a significant change, mainly due to the lending sector. In addition, other sectors within the Blast ecosystem have yet to see significant volatility.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

The head protocols for each subcategory in the Blast ecosystem are as follows:

  • 借贷:Juice Finance
  • DEX:Thruster
  • NFTFi:Wasabi
  • 衍生品:SynFutures
  • Service:Spacebar

3.TVL 按类别排名—Base

In the Base ecosystem, the DEX space has attracted the most inflows:

In April, Base's TVL in the DEX space increased by more than $233 million, driving overall TVL growth in the Base ecosystem.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

The header protocols for each subcategory in the Base ecosystem are as follows:

  • DEX:Aerodrome
  • Farm:Extra Finance Lending
  • 借贷:Moonwell
  • CDP:Overnight USD+
  • SocialFi:friend.tech
  • Bridge:Stargate

4.TVL 按类别排名—Optimism

The TVL of the Optimism program decreased by more than $143 million in April, broken down as follows:

  • Synthetic assets: -$77.8 million
  • DEX: -$31 million
  • Borrowing: -$20.9 million
18 charts of Ethereum's L2 "Minimalist Data Report" for April

The header protocols for each subcategory in the Optimism ecosystem are as follows:

  • 合成资产:Synthetix
  • Loan: AAVE
  • DEX:Velodrome
  • Cross-chain: Stargate
  • Farm:Extra Finance
  • 衍生品:Aevo

六、NFT

1. Newly issued NFTs on-chain

At the beginning of April, Linea led the way with its daily issuance of over 2 million new NFTs.

However, it wasn't long before that number dropped significantly, with Base leading the way with an average issuance of more than 454,000 new NFTs per day.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

2. The total number of new NFTs added on-chain by chain

Base is way ahead, minting a total of 14 million new NFTs.

18 charts of Ethereum's L2 "Minimalist Data Report" for April

Percentage change in the total number of new NFTs compared to the previous month:

  • Polygon zkEVM:+239%
  • Base:+193%
  • Arbitrum:+185%
  • zkSync:+30%
  • Optimism:-13%
  • Blast:-15%
  • Scroll:-16%
  • Mantle:-33%
  • Line:-51%
  • Starknet:-72%

7. Summary

The most significant growth in L2 was seen in Base: 2.8 million new addresses were created, a total of 83 million transactions were made, TPS reached an all-time high of 36.99 on April 8, and TVL increased by $284 million (due to growth in inflows into the DEX space).

Other L2 platforms to watch in April include:

  • Blast saw significant growth in both the total number of unique addresses and the number of transactions (+42% and +112%);
  • Linea showed significant trading activity in the first week and led in the total number of NFTs created, however the numbers declined in the following weeks;