區塊鏈研究院院長(火必研究院發表2022-2023全球區塊鏈行業報告)
Huobi Research Releases the Annual Report of Global Blockchain Industry for 2022-2023
12月7日，全球領先的區塊鏈研究機構火必研究院發布《2022-2023全球區塊鏈產業全景與趨勢》年度報告，報告從行情、數據、投資、地域、應用、技術、監管等7個領域全面分析2022年區塊鏈行業的得與失，為2023年的行業發展提出了預判和建議。
The top-notch research institute, Huobi Research, has released the annual report, Overview and Forecasting of Global Blockchain Industry 2022-2023, on December 7th. Developments and losses in 2022 are thoroughly discussed from 7 aspects: market, data, investment, region, application, technology, and regulation; forecasting and suggestions are also provided for 2023.
回首2022年，全球各地區的加密人口持續增加，用戶規模達到3.2億。火必研究院從加密人口占有率、CEX流量、DeFi流量和網絡搜索熱度四個維度出發，建立了Crypto地域發展指數，美國、越南、俄羅斯位居前三。火必研究院詳細分析了2022年各地區加密行業發展情況及未來變化。結果顯示，2022年全球加密用戶中超40%為亞洲人，其中，東南亞地區加密人口達到4600萬，僅次于北美市場。美國、韓國和俄羅斯的CEX交易所訪問量最大，總占比超22%。美國DeFi市場份額占比第一，DeFi協議的訪問量是第二名巴西的6倍。南美、南非和中東地區對加密行業的關注度最高。南美和非洲有超過1/3的國民日常使用穩定幣。
Retrospectively, the population of crypto users has been increasing all over the world, reaching 320 million in total. Huobi Research established regional crypto market development maturity index by inputs from four dimensions: percentage of crypto users in total population, CEX volume, DeFi traffic and search hotness on the Internet, with the US, Vietnamand Russiaranked the top 3. Regional development and potential changes in the future are thoroughly analyzed: in 2022, 40% of the crypto population are Asian with 46 million in Southeast Asia, second only to North America; the U.S., South Korea and Russia have the largest number of visits to CEXs, with accumulative share of over 22%; the U.S. has the largest share in DeFi, with almost 6 times more traffic on DeFi than the second, Brazil; South America, South Africa and the Middle East are highly interested in the crypto industry, and stablecoins are adopted by more than 1/3 of the nationals in South America and Africa on a daily basis.
除了地域發展情況，火必研究院在基礎設施、應用、監管上也對2022年的發展情況進行了總結。基礎設施賽道聚焦性能優化，服務類設施更加完善。包括以太坊Layer2、新公鏈、跨鏈橋等都在生態和技術上有快速的發展。應用層面受到熊市影響，DeFi 各鏈總TVL較歷史最高點下降了70%以上。NFT總市值下降約42%，交易活躍用戶數下降約88.9%。但是，NFTfi項目已嶄露頭角，成為下一個增長點。在監管政策方面，今年，全球有超42個主權國家和地區對于加密行業采取了105項監管措施和指導。積極類政策占比36%，較去年大比例增加。
Except for regional development, infrastructure, applications, and regulations are also vigorously discussed in the report. The focal point in the infrastructure segment remains on performance optimization, and service facilities are more advanced, including technical and ecological development of Layer 2 on Ethereum, new L1 chains and cross chain bridges. On application layer, TVL of DeFi across chains is cut over 70% from all-time high under the influence of current bear market, and the total market cap of NFT has a plummet of 42% with the number of active traders plunged over 88.9%. However, NFTFi has become a heating topic, which may be the next breaking point for growth. In terms of regulations, over 42 sovereign countries and regions around the world have adopted 105 regulatory measures and guidance for the crypto industry this year, with 36% being positive to the crypto industry, which is a substantial increase compared to that of last year.
2022年，美聯儲持續加息，全球流動性緊縮，加密行業進入深熊。在這一年，行業面臨Terra崩盤和FTX破產等多次危機。但是，行業也展現出了足夠的韌性。面對即將到來的2023年，加密行業會有哪些發展趨勢？火必研究院給出了8個預測方向。首先，2022年熊市震蕩行情延續，底部區間基本顯現，市場極有可能在2023年1季度出現轉機。分賽道方面， Web2頭部社交正在跑步進場，SocialFi賽道價值明顯。從技術角度來看，Rollup生態取得突破、低廉的交易費用和不斷提升的吞吐率為應用的部署提供了技術基礎。從應用上來講，多鏈網絡正在促成DApp Chain的爆發，并進一步順應用戶習慣，帶來更好的用戶體驗。最后，鏈上“嵌入式”監管正提上日程，更多的加密監管正在來臨。同時，未來將會有更多的發展中國家采用加密貨幣用于支付或成為本國法幣。
In 2022, the crypto industry entered a deep bear market as the Federal Reserve continued to raise interest rates and global liquidity tightened. Although the whole industry has suffered from multiple catastrophic incidents, such as the crash of Terra and the bankruptcy of FTX, it has demonstrated tenacity to weather the crisis. What will be trending in the coming 2023? 8 insightful predictions from Huobi Research may help answer the question: as the market fluctuations continues in 2022, the bottom has already been unveiled, and the market may highly likely see a breaking point in the first quarter of 2023; by segment, top-tier players in social are flocking into Web3, and the value of SocialFi is emerging; technically, Rollup has made such progress with low transaction cost and continuously increasing TPS that it lays the technical foundation for future deployment of applications; in terms of applications, the mlti-chain network landscape is facilitating a boom in Dapp chains so that user habits will be more accustomed and user experience will be vastly elevated; “embedded regulations” is on agenda, signifying more regulations to be in effect on cryptocurrency; last but not least, more developing countries will adopt cryptocurrency as a measure of payment of fiat currency.
目前，熊市還在繼續，對于加密用戶和投資者來說，應該如何度過2023年？火必研究院認為熊市中風險和機遇并存。投資者需要理性評估項目，警惕可能出現的黑客攻擊和資金盤。報告中給出了規避熊市陷阱的一些建議和熊市底部判斷指標，為投資者找到「便宜價格」，這些指標包括美聯儲隔夜逆回購（Overnight Reverse Repurchase Agreement/ ON RRP）、各大央行M2指標、MVRV、CVDD等。
Current bear market is still on, and how should users and investors in the crypto market rationally react in the year of 2023? Huobi Research regards the bear market as a place full of both risks and opportunities that investors must have close scrutiny to evaluate projects for potential investment, and be alert to potential hacks and pyramid scheme. Suggestions are proposed in the report to avoid traps in the bear market, and some parameters, as indicators to the bottom of the market, are suggested for investors to discover “cheap price”, including Overnight Reverse Repurchase Agreement (ON RRP), M2 of various central banks, MVRV and CVDD.
《2022-2023全球區塊鏈產業全景與趨勢》為從業者、投資者和加密用戶提供最全面和專業的視角，展現2022年加密行業發展全貌，給出2023年行業趨勢和建議。歡迎下載報告并閱讀。
The annual report, Overview and Forecasting of Global Blockchain Industry 2022-2023, provides the most comprehensive and professional insights for practitioners, investors and users in the crypto industry, demonstrating an unbiased landscape of the crypto industry in 2022, and giving the most reasonable suggestions and trends for 2023. Please feel free to download and read in detail.
年度報告中文版
閱讀鏈接：https://research.huobi.com/#/ArticleDetails?id=355
下載鏈接：https://research.huobi.com/upload/202212/07/202212070611344373.pdf
About Huobi Research Institute
Huobi Blockchain Application Research Institute (referred to as "Huobi Research Institute") was established in April 2016. It is committed to researching and exploring new developments in the global blockchain industry. Its goal is to accelerate the research and development of blockchain technology, promote its applications, and improve the global blockchain industry ecosystem. Huobi Research Institute covers industry trends, emerging technologies, innovative applications, new business models, and more. Huobi Research Institute partners with governments, enterprises, universities and other institutions to build a research platform that covers the entire blockchain industry. Its professionals provide a solid theoretical basis and analyze new trends to promote the development of the industry.