火必研究院发表20222023全球区块链行业报告

　　Huobi Research Releases the Annual Report of Global Blockchain Industry for 2022-2023
　　12月7日，全球领先的区块链研究机构火必研究院发布《2022-2023全球区块链产业全景与趋势》年度报告，报告从行情、数据、投资、地域、应用、技术、监管等7个领域全面分析2022年区块链行业的得与失，为2023年的行业发展提出了预判和建议。
　　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，全球各地区的加密人口持续增加，用户规模达到3.2亿。火必研究院从加密人口占有率、CEX流量、DeFi流量和网络搜索热度四个维度出发，建立了Crypto地域发展指数，美国、越南、俄罗斯位居前三。火必研究院详细分析了2022年各地区加密行业发展情况及未来变化。结果显示，2022年全球加密用户中超40%为亚洲人，其中，东南亚地区加密人口达到4600万，仅次于北美市场。美国、韩国和俄罗斯的CEX交易所访问量最大，总占比超22%。美国DeFi市场份额占比第一，DeFi协议的访问量是第二名巴西的6倍。南美、南非和中东地区对加密行业的关注度最高。南美和非洲有超过1/3的国民日常使用稳定币。
　　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.
　　除了地域发展情况，火必研究院在基础设施、应用、监管上也对2022年的发展情况进行了总结。基础设施赛道聚焦性能优化，服务类设施更加完善。包括以太坊Layer2、新公链、跨链桥等都在生态和技术上有快速的发展。应用层面受到熊市影响，DeFi 各链总TVL较历史最高点下降了70%以上。NFT总市值下降约42%，交易活跃用户数下降约88.9%。但是，NFTfi项目已崭露头角，成为下一个增长点。在监管政策方面，今年，全球有超42个主权国家和地区对于加密行业采取了105项监管措施和指导。积极类政策占比36%，较去年大比例增加。
　　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，美联储持续加息，全球流动性紧缩，加密行业进入深熊。在这一年，行业面临Terra崩盘和FTX破产等多次危机。但是，行业也展现出了足够的韧性。面对即将到来的2023年，加密行业会有哪些发展趋势？火必研究院给出了8个预测方向。首先，2022年熊市震荡行情延续，底部区间基本显现，市场极有可能在2023年1季度出现转机。分赛道方面， Web2头部社交正在跑步进场，SocialFi赛道价值明显。从技术角度来看，Rollup生态取得突破、低廉的交易费用和不断提升的吞吐率为应用的部署提供了技术基础。从应用上来讲，多链网络正在促成DApp Chain的爆发，并进一步顺应用户习惯，带来更好的用户体验。最后，链上＂嵌入式＂监管正提上日程，更多的加密监管正在来临。同时，未来将会有更多的发展中国家采用加密货币用于支付或成为本国法币。
　　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，熊市还在继续，对于加密用户和投资者来说，应该如何度过2023年？火必研究院认为熊市中风险和机遇并存。投资者需要理性评估项目，警惕可能出现的黑客攻击和资金盘。报告中给出了规避熊市陷阱的一些建议和熊市底部判断指标，为投资者找到「便宜价格」，这些指标包括美联储隔夜逆回购（Overnight Reverse Repurchase Agreement/ ON RRP）、各大央行M2指标、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全球区块链产业全景与趋势》为从业者、投资者和加密用户提供最全面和专业的视角，展现2022年加密行业发展全貌，给出2023年行业趋势和建议。欢迎下载报告并阅读。
　　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.
　　年度报告中文版
　　阅读链接：https://research.huobi.com/#/ArticleDetails?id=355
　　下载链接：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.