From 1696771a9203d3c207bc429828044e48dae40b59 Mon Sep 17 00:00:00 2001 From: Xavier Lau Date: Thu, 6 Mar 2025 07:08:12 +0800 Subject: [PATCH] 2025-03-04 --- content/en/analytics/ai/2025/03/04.md | 118 +++++++++++++++++++++++++ content/zh/analytics/ai/2025/03/04.md | 120 ++++++++++++++++++++++++++ 2 files changed, 238 insertions(+) create mode 100644 content/en/analytics/ai/2025/03/04.md create mode 100644 content/zh/analytics/ai/2025/03/04.md diff --git a/content/en/analytics/ai/2025/03/04.md b/content/en/analytics/ai/2025/03/04.md new file mode 100644 index 0000000..cf0d5b5 --- /dev/null +++ b/content/en/analytics/ai/2025/03/04.md @@ -0,0 +1,118 @@ +--- +title: Tue 4th +weight: 4 +--- + +## **Polkadot Ecosystem AI Analytics** +{{% hint info %}} + +The data acquisition cutoff time for analysis is 23:59:59 UTC on March 4, 2025. +{{% /hint %}} + +### Holder Distribution & Network Engagement +- **Mythos (8.79M), Moonbeam (2.47M), and Polkadot (2.03M) lead in token holders.** Moonbeam shows high active engagement (302K users), whereas Polkadot sees significantly lower active participation (8.7K), indicating DOT is primarily viewed as a staking/governance asset rather than actively transacted. + +### Transaction & Transfer Dynamics +- **Polkadot leads in total transfer volume ($563.9M), suggesting institutional or treasury-level movements.** However, it lags in transaction count, where Moonbeam dominates (1.42M). +- **Mythos records the most transfers (1.39M), but with lower total volume (~$30M),** likely due to frequent microtransactions. + +### Recent Growth Trends +- **Peaq saw the highest 3-day holder growth (+9.2%), followed by Unique and Darwinia.** New user inflows may be driven by incentives or new use cases. + +### Market Volatility & Price Changes +- **Recent 3-day price trends show high volatility across parachains,** with Manta (-19.2%) and Peaq (-16.2%) experiencing sharp drops after surges. **DOT declined by -14.3% after an 11.67% rise,** reflecting broader market speculations. + +### Key Takeaways +1. **Relay Chain vs. Parachains Utility** – Polkadot serves as a liquidity hub for high-value transfers, while parachains like Moonbeam drive user transactions. +2. **Growing Role of Cross-Consensus Messaging (XCM)** – Expected XCM v3 improvements may streamline network-wide liquidity and fee management. +3. **Strong User Activity on Moonbeam & Peaq** – High transaction frequency and growing holder bases suggest rising adoption. +4. **DOT Price Volatility** – Speculation around governance updates and network enhancements (e.g., XCM v3, JAM upgrade) could influence future price trends. + +### Investment Implications +- **Short-Term:** Watch for DOT price stabilization before making new entries. +- **Mid-Term:** Monitor DeFi and staking developments, especially on Moonbeam and Astar. +- **Long-Term:** Polkadot’s institutional adoption remains strong, but further engagement growth is needed for sustained price appreciation. + +🚀 Polkadot continues to be a high-value network, but increased transaction-level adoption could boost its broader retail appeal. + +--- + +``` +┌──────────┬──────────────────────────────┐ +│ network ┆ holder_count_avg_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════╪══════════════════════════════╡ +│ Mythos ┆ 8.791012e6 │ +│ Moonbeam ┆ 2.476303e6 │ +│ Polkadot ┆ 2.034023e6 │ +│ Nodle ┆ 1.818279e6 │ +│ Astar ┆ 1.16857e6 │ +└──────────┴──────────────────────────────┘ +┌──────────┬──────────────────────────────────────┐ +│ network ┆ active_account_count_avg_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════╪══════════════════════════════════════╡ +│ Moonbeam ┆ 302049.0 │ +│ Peaq ┆ 117285.0 │ +│ Mythos ┆ 20430.0 │ +│ Polkadot ┆ 8767.0 │ +│ Astar ┆ 2712.0 │ +└──────────┴──────────────────────────────────────┘ +┌───────────┬────────────────────────────┐ +│ network ┆ transfer_count_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞═══════════╪════════════════════════════╡ +│ Mythos ┆ 1.396536e6 │ +│ Phala ┆ 949531.0 │ +│ Peaq ┆ 358598.0 │ +│ Moonbeam ┆ 290620.0 │ +│ Hydration ┆ 99314.0 │ +└───────────┴────────────────────────────┘ +┌──────────┬────────────────────────────────────┐ +│ network ┆ transfer_amount_in_usd_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════╪════════════════════════════════════╡ +│ Polkadot ┆ 5.6389e8 │ +│ Astar ┆ 3.1878e7 │ +│ Mythos ┆ 3.0466e7 │ +│ Moonbeam ┆ 2.9836e7 │ +│ Peaq ┆ 2.6230e7 │ +└──────────┴────────────────────────────────────┘ +┌──────────────┬───────────────────────────────┐ +│ network ┆ transaction_count_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════════╪═══════════════════════════════╡ +│ Moonbeam ┆ 1.427758e6 │ +│ Phala ┆ 1.131565e6 │ +│ Energy Web X ┆ 1.058725e6 │ +│ Peaq ┆ 1.041785e6 │ +│ Mythos ┆ 978089.0 │ +└──────────────┴───────────────────────────────┘ +┌───────────┬─────────────────────────────────────┐ +│ network ┆ holder_count_pct_change_last_3_days │ +│ --- ┆ --- │ +│ str ┆ list[f64] │ +╞═══════════╪═════════════════════════════════════╡ +│ Peaq ┆ [9.216989, 3.224393] │ +│ Unique ┆ [0.59851, 0.580502] │ +│ Darwinia ┆ [0.511432, 0.688417] │ +│ Ajuna ┆ [0.492678, 1.729538] │ +│ Hydration ┆ [0.16215, 0.026018] │ +└───────────┴─────────────────────────────────────┘ +┌───────────┬────────────────────────────────────┐ +│ network ┆ token_price_pct_change_last_3_days │ +│ --- ┆ --- │ +│ str ┆ list[f64] │ +╞═══════════╪════════════════════════════════════╡ +│ Hydration ┆ [17.94655, -11.404585] │ +│ Peaq ┆ [13.24088, -16.211676] │ +│ Manta ┆ [12.938341, -19.235721] │ +│ Mythos ┆ [12.801516, -1.844189] │ +│ Polkadot ┆ [11.669032, -14.30744] │ +└───────────┴────────────────────────────────────┘ +``` \ No newline at end of file diff --git a/content/zh/analytics/ai/2025/03/04.md b/content/zh/analytics/ai/2025/03/04.md new file mode 100644 index 0000000..e1c3f29 --- /dev/null +++ b/content/zh/analytics/ai/2025/03/04.md @@ -0,0 +1,120 @@ +--- +title: 星期二 4日 +weight: 4 +--- + +## **Polkadot 生态系统 AI 分析** +{{% hint info %}} + +本次分析的数据采集截止时间为 2025年3月4日 23:59:59 UTC。 +{{% /hint %}} + +### **持有者分布与网络参与** +- **Mythos（879 万）、Moonbeam（247 万）和 Polkadot（203 万）** 在代币持有者数量上领先。 +- **Moonbeam 具有较高的活跃用户数（302K）**，而 **Polkadot 的活跃账户明显较少（8.7K）**，表明 DOT **主要被视为质押/治理资产，而非高频交易代币**。 + +### **交易与转账动态** +- **Polkadot 在总转账金额上领先（$5.639 亿），表明其主要用于机构级或国库级资金流动**。然而，在交易次数上，Polkadot 落后，而 **Moonbeam 以 142 万笔交易占据主导**。 +- **Mythos 记录了最多的转账次数（139 万），但总交易金额较低（~$3000 万）**，这可能是由于 **小额高频交易，如游戏或 NFT 生态** 造成的。 + +### **近期增长趋势** +- **Peaq 在 3 天内持有者增长最快（+9.2%），其次是 Unique 和 Darwinia**。新用户的涌入可能受 **激励机制或新用例** 推动。 + +### **市场波动与价格变动** +- **过去 3 天的价格趋势显示出 parachains 之间的高波动性**，其中 **Manta（-19.2%）和 Peaq（-16.2%）在上涨后大幅下跌**。 +- **DOT 在上涨 11.67% 后回调 -14.3%**，反映出更广泛的市场投机情绪。 + +### **关键要点** +1. **中继链 vs. 平行链实用性** – Polkadot 作为 **高价值转账的流动性中心**，而像 Moonbeam 这样的平行链则驱动用户交易活动。 +2. **跨共识消息传递（XCM）日益重要** – 预计即将到来的 **XCM v3 升级** 将优化 **全网流动性管理和费用结构**。 +3. **Moonbeam 和 Peaq 交易活动强劲** – 交易频率高、持有者不断增长，表明 **采用率正在提升**。 +4. **DOT 价格波动明显** – 对治理更新和网络升级（如 **XCM v3、JAM 升级**）的投机可能会影响未来价格走势。 + +### **投资影响** +- **短期：** 观察 DOT 价格是否稳定，再考虑新的入场机会。 +- **中期：** 关注 **Moonbeam 和 Astar 的 DeFi 及质押发展**。 +- **长期：** **Polkadot 的机构级采用仍然强劲，但需要提高用户参与度，以推动价格持续上涨**。 + +🚀 **Polkadot 仍然是高价值网络，但增加交易级别的采用率，可能会提升其更广泛的零售吸引力。** + +--- + +``` +┌──────────┬──────────────────────────────┐ +│ network ┆ holder_count_avg_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════╪══════════════════════════════╡ +│ Mythos ┆ 8.791012e6 │ +│ Moonbeam ┆ 2.476303e6 │ +│ Polkadot ┆ 2.034023e6 │ +│ Nodle ┆ 1.818279e6 │ +│ Astar ┆ 1.16857e6 │ +└──────────┴──────────────────────────────┘ +┌──────────┬──────────────────────────────────────┐ +│ network ┆ active_account_count_avg_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════╪══════════════════════════════════════╡ +│ Moonbeam ┆ 302049.0 │ +│ Peaq ┆ 117285.0 │ +│ Mythos ┆ 20430.0 │ +│ Polkadot ┆ 8767.0 │ +│ Astar ┆ 2712.0 │ +└──────────┴──────────────────────────────────────┘ +┌───────────┬────────────────────────────┐ +│ network ┆ transfer_count_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞═══════════╪════════════════════════════╡ +│ Mythos ┆ 1.396536e6 │ +│ Phala ┆ 949531.0 │ +│ Peaq ┆ 358598.0 │ +│ Moonbeam ┆ 290620.0 │ +│ Hydration ┆ 99314.0 │ +└───────────┴────────────────────────────┘ +┌──────────┬────────────────────────────────────┐ +│ network ┆ transfer_amount_in_usd_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════╪════════════════════════════════════╡ +│ Polkadot ┆ 5.6389e8 │ +│ Astar ┆ 3.1878e7 │ +│ Mythos ┆ 3.0466e7 │ +│ Moonbeam ┆ 2.9836e7 │ +│ Peaq ┆ 2.6230e7 │ +└──────────┴────────────────────────────────────┘ +┌──────────────┬───────────────────────────────┐ +│ network ┆ transaction_count_last_7_days │ +│ --- ┆ --- │ +│ str ┆ f64 │ +╞══════════════╪═══════════════════════════════╡ +│ Moonbeam ┆ 1.427758e6 │ +│ Phala ┆ 1.131565e6 │ +│ Energy Web X ┆ 1.058725e6 │ +│ Peaq ┆ 1.041785e6 │ +│ Mythos ┆ 978089.0 │ +└──────────────┴───────────────────────────────┘ +┌───────────┬─────────────────────────────────────┐ +│ network ┆ holder_count_pct_change_last_3_days │ +│ --- ┆ --- │ +│ str ┆ list[f64] │ +╞═══════════╪═════════════════════════════════════╡ +│ Peaq ┆ [9.216989, 3.224393] │ +│ Unique ┆ [0.59851, 0.580502] │ +│ Darwinia ┆ [0.511432, 0.688417] │ +│ Ajuna ┆ [0.492678, 1.729538] │ +│ Hydration ┆ [0.16215, 0.026018] │ +└───────────┴─────────────────────────────────────┘ +┌───────────┬────────────────────────────────────┐ +│ network ┆ token_price_pct_change_last_3_days │ +│ --- ┆ --- │ +│ str ┆ list[f64] │ +╞═══════════╪════════════════════════════════════╡ +│ Hydration ┆ [17.94655, -11.404585] │ +│ Peaq ┆ [13.24088, -16.211676] │ +│ Manta ┆ [12.938341, -19.235721] │ +│ Mythos ┆ [12.801516, -1.844189] │ +│ Polkadot ┆ [11.669032, -14.30744] │ +└───────────┴────────────────────────────────────┘ +``` \ No newline at end of file