Decentralized Finance行业双周报

1. Hot Topics in the Decentralized Finance Industry

1. Uniswap launched the Layer 2 network Unichain based on Optimism technology.

Uniswap Labs has launched a new Layer 2 network called Unichain, built using Optimism's OP Stack technology. Unichain is set to go live on the testnet on October 10, with the mainnet scheduled to launch later this year.

Unichain has introduced a trusted execution environment ( TEE ) technology developed in collaboration with Flashbots, which can reduce block construction time to 200-250 milliseconds, significantly enhancing transaction speed.

2. A trading platform has launched Scroll($SCR)

Scroll is an Ethereum Layer 2 zkRollup solution that uses zero-knowledge proof technology to enhance Ethereum's scalability. The core technological breakthrough of Scroll lies in zkEVM and hardware acceleration, developed in collaboration with the Ethereum Foundation using the Halo2 verification system, and has developed the PipeZK hardware accelerator.

SCR tokens will be used for governance, validators, and sorters, as well as for purposes such as coordinating multi-chain innovations. The total supply is 1 billion SCR, with an initial circulation of 190 million SCR at launch.

3. Native USDC launched on Sui

Native USDC has been launched on the Sui mainnet, allowing developers and users to use it directly without cross-chain bridging. Circle Mint and Circle API fully support USDC on Sui, making it easy for users to access liquidity.

Sui is the first Move language blockchain that supports native USDC, and its ecosystem has covered more than 85 applications. Compared to cross-chain USDC, native USDC is issued by Circle and can be exchanged 1:1 for US dollars.

4. The U.S. court has not approved the sale of Silk Road Bitcoin.

Recently, there have been rumors that a U.S. court has approved the sale of 69,370 Bitcoins seized from Silk Road. In reality, this is a misinterpretation. The court only dismissed Battle Born Investments' lawsuit regarding the ownership of these Bitcoins, confirming that the Bitcoins still belong to the U.S. government.

Nonetheless, considering the proximity of the U.S. elections, there is still a possibility that the government may sell these bitcoins before the elections, but there is currently no need for excessive concern.

5. Overview of Sui Ecosystem Decentralized Finance Projects

The development of DeFi in the Sui ecosystem is rapid, with main projects including:

Lending Protocol: Navi Protocol, Suilend Protocol, Scallop Protocol

Decentralized Exchange: Cetus Protocol, Turbos Finance, DeepBook

Other DeFi projects: Bucket Protocol, Bluefin, Typus Finance

6. Pyth collaborates with Uniswap to provide data support for Unichain

Uniswap announced the selection of Pyth Network to provide real-time data services for Unichain. Pyth will provide Unichain with over 500 real-time price data sources, updating every 400 milliseconds, offering reliable data support for Decentralized Finance developers.

7. Aptos sets a new record for transaction volume on L1 blockchain.

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

• Daily trading volume increased by 474%, reaching 4.4 million transactions.
• The total locked value of DeFi increased by 123%, reaching 75 million APT.
• DEX daily trading volume increased by 189%, reaching 30 million USD

8. Invest in ZKsync "Elastic Chain" Sophon on a certain trading platform

Sophon is an elastic chain based on ZKsync, focusing on gaming, social, and AI applications. Sophon utilizes ZK Stack technology to achieve gas-free native account abstraction, with the mainnet expected to launch next month. This investment will accelerate the development of the Sophon ecosystem.

2. Decentralized Finance Data Overview

1. TVL Data

The Sui blockchain's TVL has strongly entered the top ten, showing its rapid growth in the Decentralized Finance sector.

2. Stablecoin Data

The total market value of stablecoins is $172.818 billion, a slight decrease of 0.19% over the past week. USDT's market share is 69.26%, while USDC's is 20.1%.

3. DEX Data

The overall trading volume of DEX has slightly decreased, but Cetus has increased by 64.20%. Uniswap and PancakeSwap still maintain their leading positions.

3. Outlook of the Decentralized Finance Market

The launch of Unichain may bring significant changes to the DeFi landscape:

• Expected to attract a large amount of Decentralized Finance liquidity again.
• The TVL of Super Chain may reach the level of tens of billions of dollars.
• Will attract more applications and teams to deploy
• The value of UNI tokens may significantly increase.
• Bring new development opportunities to Decentralized Finance protocols

With the development of the Unichain ecosystem, we are optimistic about the DeFi projects that can seize opportunities ahead of others.