关键见解

◉ 以太坊名称服务(ENS)允许用户通过人类可读的域名与钱包互动。
◉ 尽管市场疲软,ENS的月度活跃地址仍然强劲。虽然比2022年5月的峰值下降了33%,但月度活跃地址仍比去年同期高出2.5倍。
◉ 22年第三季度,ENS域名注册量达到112万,创历史新高,环比增长71%。同时,22年第三季度的续费增长了3倍,超过10万个。
◉ 由于以美元计算的注册收入减少了27%,因此以美元计算的ENS名称注册和续费收入环比减少了17%(以ETH计算增加了30%)。
◉ ENS库房持有1.85亿美元的解锁资金和超过10亿美元的锁定代币。

关于ENS的入门知识

处理区块链地址是容易出错的。这是因为区块链地址由一系列字母数字字符组成,如 “0x57f1…” 对于人类来说,这一点是不直观的。以太坊名称服务(ENS)允许用户通过人类可读的域名与区块链地址互动。ENS提供了一个用户友好的解决方案,将区块链地址映射到易于复制的域名上。

与普通网络域名相比,ENS域名:

◉ 可以用作支付网关 – 例如,人们可以向sassal.eth汇款,而不是键入或复制Sassal的十六进制地址。
◉ 不能停止使用,也不能删除其内容。


在它的核心,ENS在一个分层名称的系统上运作。一个作为链上合同部署的顶级注册处保持着每个ENS域(如messari.eth)和子域(如subgraphs.messari.eth)的记录。ENS注册处控制着域名并管理着子域的分配。从ENS域名(如messari.eth)到相应的区块链地址(如 “0x6fA2…”),反之亦然,由称为解析器的智能合约完成。

业绩分析

ENS的季度业绩可以从ENS域名的使用情况和累积的收入方面来衡量。

使用情况

ENS域名可以在多年的基础上注册和拥有,年限由用户选择(最少是一年,最多是八年)。价格和时间段有一个正比关系:价格随着注册时间的增加而增加。为了保留域名所有权,用户必须在到期后90天内续约。在90天续期后未续期的域名可以进行注册。

22年第三季度,ENS的域名注册量达到112万,创下历史新高,环比增长71%。同时,ENS的域名续费增长了3倍,从22年第二季度的35,135个增长到22年第三季度的105,546个。续费的大幅增长必须在续费发生时预期到期的背景下加以理解。


续费的3倍环比增长对应着过期的6倍环比增长。22年第三季度到期的域名增加,加上持有者愿意在到期前续费以保留他们的域名,可能导致了续费的相应增加。这显示了ENS用户的整体粘性。

Source: Twitter

尽管注册量和续费量都在增加,但并非所有的ENS域名都是一样的。事实上,3个字符和4个字符的名字比5个以上字符的名字出现的频率低。默认情况下,注册和续费3个或4个字符的域名的费用更高:每年分别为640美元和160美元,而5个以上字符的域名每年只需5美元。在名字的长度范围内,不同的字符组合具有不同的稀有性。注册和续费相对于名称长度的分布揭示了ENS名称持有人对稀有性的看法。


就ENS名称的长度而言,在22年第三季度的112万个注册中,5+字符的名称占106万个(96%)。值得注意的是,从22年第二季度的60万到22年第三季度的110万,5个以上字符的名字的注册量比整体的ENS注册量增长得更快(季度增长71%),绝对值环比增长79%。存在两个潜在的解释:更长的名字更便宜,而流行的3和4字符的名字已经基本注册完毕。成本和稀缺性的结合导致了更多5+字符的名字的注册。

按字符长度划分的ENS二级销售量显示了短字符名称在过去两个季度经历的爆炸式增长。即使3和4字符名称的交易量从22年第二季度下降到22年第三季度,目前的交易量与22年第一季度相比仍然增长了10倍以上。尽管整体市场疲软,流动性降低,ENS是少数经历了强劲销售量的资产之一,特别是当涉及到较稀缺的数字资产时。这种销售量的增长意味着ENS域名的感知价值在数字资产用户中排名靠前。

虽然3-4个字符的域名销售量有所增加,但在过去六个季度中,5个以上字符的域名在ENS注册中的相对比例一直保持在90%以上。

在过去的六个季度中,3和4字符域名的续费率有所上升,占22年第三季度所有续费率的27%。相比之下,5个以上字符的域名的续费在过去六个季度里持续下降。一个潜在的解释是,ENS域名持有者可能希望长期保留3和4字符的域名,因为它们比5+字符的域名更罕见。这意味着3和4个字符的域名可能是一个良好的长期价值储存。

说明ENS活跃地址的潜在活动衡量标准包括以下三个方面之一。

◉ 注册或更新域名
◉ 进行链上交易
◉ 添加元数据(如头像、手柄、链接或电子邮件地址)。

数据显示,即使在过去几个季度中,更广泛的Web3市场遭受了大量的用户缩减,ENS的月度活跃地址仍然强劲。目前的活跃地址水平仍然比2021年初高10倍,比一年前高2.5倍,尽管比2022年5月的历史高点减少33%。

收入

ENS的收入是通过收取两个独立的费用产生的:注册费和续费。

在22年第三季度,域名注册和续费的整体收入按美元计算下降了17%(按ETH计算上升了30%)。这是因为以美元计算的注册收入下降了27%,从22年第二季度的1860万美元下降到22年第三季度的1360万美元(以ETH计算增长了18%)。相比之下,续费收入按美元计算上升了66%,从22年第二季度的213万美元上升到22年第三季度的360万美元(按ETH计算上升127%)。鉴于这两个收入来源,在更细的层面上分析22年第三季度的收入,可以得到更清晰的画面。

在过去的两个季度里,ENS域名续费已经在总收入中占据了相当大的比例。从22年第二季度5月份6%的低点,到10月份,ENS域名续费的相对份额已经翻了两番,占到收入的24%。

对这一增长的一个潜在解释是,在未来几个月内发布或预计发布的ENS名称的数量大幅飙升。


虽然5月份发布了大约400个ENS域名地址,但到了8月份,这个数字增长了12倍,达到约4900个。截至10月,有超过23,000个名字需要更新。很大比例的ENS地址持有者正在更新他们的地址,这一事实可能解释了为什么来自更新的收入比例大大增加。

在评估ENS收入时值得考虑的另一个方面是注册和续费的类型。注册和续费3-4个字符的ENS域名的费用大大高于注册5个以上字符的ENS域名。截至2022年9月,注册ENS域名的平均费用可以集中在三个层次:332美元(3个字符),92美元(4个字符),7美元(5个以上字符)。同样,截至2022年9月,ENS域名续费的平均费用等级为。191美元(3个字符),66美元(4个字符),6美元(5个以上字符)。

在22年第二季度,人们急于铸造3和4字符的名字和短文。随着这些类型的ENS名称的数量下降,铸造昂贵名称的机会也下降。由于有可能注册这些昂贵的名字,相对于5个字符以上的名字,22年第三季度,3和4个字符的名字的注册收入份额明显下降。

考虑到这些价格层级的差异,来自5个以上字符名称的注册和续费的美元收入仍然环比增长8%。

定性分析

治理

ENS由一个DAO运营,由原生ERC-20代币–ENS的持有者管理。代币持有人能够提交提案并进行投票。

一个早期的提议是将国库资金的所有权从multisig.ens.eth转移到wallet.ensdao.eth的DAO合同,结果是ENS代币持有人被转移了对协议国库的治理权。

Source: Messari Governor

ENS DAO内有三个工作组:元治理、生态系统和公共产品。第三季度/第四季度预算草案概述对每个小组的预算描述如下。

◉ 元治理:632,000美元,其中200,000美元用于支持ENS DAO的工具化、治理伙伴关系和天然气费的偿还。关于元治理预算的完整描述可在这里找到。

◉ 生态系统:225.43万美元,其中最大的拨款是150万美元,用于支持bug赏金、黑客马拉松、gitcoin赠款等。生态系统预算的细目可以在这里找到。

◉ 公共物品:430,650美元,其中173,000美元分配给ENS DAO小型赠款计划。完整的细目可以在这里找到。

财政部

ENS库房自22年第二季度的5月低点以来增长了20%,反映了ENS价格在同一时期的增长。总的来说,国库持有1.85亿美元的解锁资金,以及另外10.7亿美元的锁定ENS代币。

EP 2.2.4: ENS捐赠。9月,DAO最近提交了一份提案请求,以寻找一个基金经理来管理国库。该基金经理将利用闲置的ETH和USDC国库资金,并对其进行部署,目标是每年向DAO返回至少400万美元。

关键事件

ENS创始人Nick Johnson最近在ENS市政厅和Devcon的演讲中,对目前的状况和关键事件进行了介绍。

Coinbase & ENS:Coinbase宣布与ENS合作,创建cb.id用户名。用户可以连接他们现有的.eth地址或新的cb.id来建立他们的Web3档案。这些用户名可以通过Coinbase钱包扩展获得。

ENS 生态系统管理人选举。2022年第三季度/第四季度:DAO最近完成了对一项提案的投票,为ENS DAO的ENS Ecosystem工作组选举2022年第二任期(2022年第三季度/第四季度)的三位管理人。DAO选举bobjiang.eth、validator.eth和slobo.eth为管家。

ENS活动的完整列表可以在Messari的Intel和 Governor页面上找到。

闭幕总结

在用户体验方面,ENS为整个Web3领域迈出了重要一步。ENS提供了一个用户友好的解决方案,将区块链地址映射到域名上,易于复制。任何人都可以在多年的基础上注册和拥有ENS域名。ENS域名的注册数量在22年第三季度达到了历史新高。同时,续费也按季度增长了3倍。鉴于许多ENS域名将在未来几个月内更新,注册和续费是否会继续增长还有待观察。

尽管市场疲软,ENS的月度活跃地址仍然强劲。虽然比2022年5月的峰值下降了33%,但月度活跃地址仍比去年同期高出2.5倍。这表明,ENS正在加速被广泛使用。虽然作为一个无可争议的独特和坚实的项目,ENS的真正考验是围绕坚实的使用案例建立一个可持续的用户基础。

 

 

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