Polygon生态系统：数据揭示多元化增长

Polygon is rapidly becoming a major aggregator chain network in the Web3 space, steadily establishing its presence in DeFi, gaming, DePIN, and mainstream consumer ecosystems. This article dives deep into the data-driven narrative behind Polygon’s ecosystem, focusing on key application areas such as prediction markets, NFT collectible trading, and gaming.

User Trends

Polygon has witnessed significant growth over the past year. The average daily active addresses (DAAs) have reached 660,000, with daily transactions exceeding 3 million. The market cap of Polygon’s stablecoins has nearly doubled, reaching \(2.1 billion, with USDT's market cap experiencing particularly strong growth. Additionally, NFT trading volume on Polygon has surpassed \)7.8 billion, reaching record highs in the past two months. The Polygon blockchain has also attracted substantial capital inflows, indicating investors’ strong confidence in the ecosystem.

Infrastructure

Polygon has become a hub for infrastructure projects, particularly in DePIN and AI. There are 22 DePIN projects running on Polygon, with a combined market cap of $432 million. The DePIN landscape exhibits diversified development, encompassing areas such as sensors, wireless communication, and energy. Moreover, Fox Verify - a search engine designed to verify the ownership of content on the internet - has already stored over 670,000 pieces of content on its protocol. Immutable zkEVM - a dedicated gaming blockchain powered by Polygon technology - has attracted 6.8 million active wallets since its launch, with a total of 73 million transactions.

Polygon PoS Protocol Coverage

The Polygon PoS (Proof-of-Stake) chain remains the primary destination for builders and users in the Polygon ecosystem. It boasts over 2 million weekly active addresses, 20 million weekly transactions, and $887 million in TVL. Polygon PoS also houses many of the industry’s most widely used applications, including DePIN, gaming, entertainment, prediction markets, and more.

Polymarket

Polymarket - a decentralized betting platform for real-world events - has seen its trading volume soar to \(859 million this year, with TVL surpassing \)100 million in August. Political events and cryptocurrency milestones are major betting themes on Polymarket, and the platform’s user base has grown by 202% in the past 7 months.

Courtyard

Courtyard - a platform for on-chain collectible trading - has experienced a significant increase in daily trading volume, minting over 116,000 NFTs in August 2024. Pokemon cards dominate the Courtyard market, accounting for 71% of trading assets. The platform’s user base and the number of content creators are both growing significantly, indicating its appeal to both collectors and artists.

Anichess

Anichess - a chess-based strategy game - has reached 2.838 million users in Q3, with weekly active wallets increasing by 700%. Anichess boasts a diverse and highly engaged user base, driven by its unique game mechanics and cyclical engagement patterns.

DIMO

DIMO - an open connected car platform that uses data to benefit drivers - has attracted over 20 car brands. Tesla leads with a 20.2% market share and has officially supported DIMO. DIMO’s data indicates that the platform is attracting a growing number of automotive segments.

Polygon RWAs

Polygon has become the second-largest blockchain for tokenized RWAs, with 23 assets, second only to Ethereum’s 62. Polygon’s total RWA market cap is $531.58 million, with real estate accounting for 56.9% of the token value.

AggLayer Overview

Polygon is becoming an aggregator chain network through AggLayer - an interoperability solution that connects sovereign chains into a network with unified liquidity and shared state. The solution aims to connect multiple chains through zero-knowledge security, enabling more scalable cross-chain interoperability, including Polygon’s PoS chain, which could potentially connect to AggLayer, making its TVL and users directly interoperable with all other connected chains.

Ronin

Ronin - an EVM-compatible L1 focused on supporting the gaming industry - is building a zkEVM L2 using Polygon CDK, which will connect to AggLayer. Ronin’s daily active addresses have reached 2.3 million, experiencing a 100-fold increase over the past year. Mavis Market - Ronin’s premier NFT marketplace - has seen a 16-fold increase in monthly trading volume.

Movement Labs

Movement is building a parallel Move-EVM layer-2 solution that will connect to Polygon’s AggLayer. Within four weeks of its launch, Parthenon - Movement Labs’ incentive testnet program - has processed over 100 million transactions, with wallets growing to 3.5 million.

Conclusion

Polygon is constantly evolving and embracing innovation. Its ecosystem is attracting an increasing number of users, developers, and projects, indicating Polygon’s potential as a key player in the Web3 space. With the launch of AggLayer, Polygon is poised to further expand its reach and facilitate the development of cross-chain interoperability.