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。
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。
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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