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블록체인 과포화: 더 많은 L1과 L2가 정말 필요할까? Berachain, Sei, Blast TVL 통계에서 얻은 인사이트

블록체인 과포화: 더 많은 L1과 L2가 정말 필요할까? Berachain, Sei, Blast TVL 통계에서 얻은 인사이트

In the fast-paced world of crypto, new blockchains pop up almost every day, each promising faster transactions, lower fees, or unique features. But a recent tweet from StarPlatinum_ has sparked a debate: with TVL (Total Value Locked) numbers like these, do we really need more Layer 1s (L1s) and Layer 2s (L2s)?

The tweet highlights some eye-opening stats:

  • Berachain: $303.8M TVL, $1,285 Chain Revenue (24H)
  • Sei Network: $211M TVL, $226 Chain Revenue (24H)
  • Blast: $55M TVL
  • Abstract: $33M TVL ($158M Bridged TVL)
  • Story Protocol: $11M TVL

These figures come straight from on-chain data, showing how much value is actually being used and generated on these networks. TVL measures the total assets locked in a blockchain's DeFi protocols, while chain revenue reflects fees collected over 24 hours.

Berachain TVL 및 지표 스크린샷

Looking at Berachain, it's leading the pack with over $300 million in TVL. This bear-themed chain, inspired by meme culture, has gained traction thanks to its innovative proof-of-liquidity consensus and community-driven vibes. Meme tokens often thrive here because of the fun, engaging ecosystem that attracts retail investors.

Sei Network TVL 및 지표 스크린샷

Sei Network follows closely with $211 million TVL. Known for its high-speed trading focus, Sei is optimized for DeFi apps, making it a hotspot for meme token launches that require quick swaps and low latency.

Then there's Blast at $55 million TVL. As an Ethereum L2, Blast made waves with its airdrop and yield farming, but the numbers suggest it's struggling to maintain momentum. Meme tokens on Blast have seen ups and downs, often tied to hype cycles rather than sustained activity.

Blast TVL 및 지표 스크린샷

Abstract and Story Protocol bring up the rear with even lower TVLs. Abstract's bridged TVL indicates some cross-chain activity, but native usage remains low. Story Protocol, focused on IP and content creation, might appeal to meme creators, yet it hasn't captured significant value yet.

Abstract 및 Story Protocol TVL 스크린샷

The big question posed in the tweet—"Do we really need more L1s and L2s?"—resonates especially in the meme token space. Meme coins rely on virality, community, and easy access. Oversaturating the market with new chains could fragment liquidity, making it harder for memes to gain traction. Instead of spreading thin across dozens of networks, builders might focus on improving existing ones like Solana or Ethereum L2s, where meme ecosystems are already buzzing.

Replies to the tweet echo this sentiment. One user joked, "55M on Blast is crazy 😂," highlighting the underwhelming performance. Others argue for quality over quantity: "We don’t need more chains, we need better ones with real usage." There's a consensus that without genuine differentiation—think unique tech or killer apps—new layers just add noise.

For meme token enthusiasts, this means watching where the liquidity flows. Chains like Berachain, with its meme-friendly ethos, could become go-to spots for the next big pump. But if TVL stays stagnant on others, it might signal a shift back to established players.

If you're diving into meme tokens, keep an eye on these metrics via tools like DefiLlama. They reveal the real health of a chain beyond the hype. What do you think—time to consolidate or keep innovating? Share your takes in the comments!

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