2017年Q2区块链现状报告（英文版）_113页_12mb

报告摘要

Cryptocurrency market cap rallies $75bn: The aggregate valuation of blockchain tokens increased 4x to an all-time high above $100bn.
Permissioned blockchains move forward: Major platforms like R3, Hyperledger, and EEA gain corporate funding, membership, and integrations.
Regulators increasingly acknowledge reality: Blockchain technology, digital currency, and token sales are now too significant to be ignored.
Transaction volumes and fees set records: Usage and costs to send cryptocurrencies on various blockchains surged dramatically.
ICOs vastly exceed VC funding: Blockchain token sales raised $729m compared to $235m in venture capital, showing record quantities and deal sizes.
Interoperability remains a large focus: Multiple groups and protocols are working on connecting blockchains for transacting and trading across diverse ledgers.

Aggregate market cap breaks $100bn: Public blockchain assets saw a 4x increase in value, reaching over $100bn.
Bitcoin dominance falls under 50%: Ether, XRP, and other assets appreciated more than Bitcoin.
Trading volume grows and distributes: Global trading volumes increased, becoming more geographically and exchange diverse.
ICOs far outweigh VC: Token sales accounted for over 3x the project funding compared to traditional venture capital.
Institutional capital enters: A massive wave of cryptocurrency-focused hedge funds emerged and were expected to continue.

Bitcoin breaks $3,000: The price more than doubled, marking the largest quarterly gain ever.
Bitcoin drops below 40% market value: Despite the price increase, Bitcoin's dominance fell as other assets outperformed.
Transaction fees hit all-time high: Fees exceeded $5, with a 288.5% increase from Q1 2017.
Transaction volumes reach current limits: Daily transactions exceeded 291,091, approaching the network's capacity.
Blocks reach capacity limits: Daily block sizes increased to 0.97 MB, with a 4.6% increase from Q1.
Scaling proposals and agreements: Numerous scaling solutions and BIPs were proposed and discussed due to network pressure.

Ethereum markets explode: Ether's market cap reached $34.4bn, surpassing Bitcoin's market cap for the first time near the end of the quarter.
Dapp sectors grow: Ethereum-based dapps and tokens gained traction, with multiple verticals emerging.
Majority of ICOs are on Ethereum: Ethereum led in the number of projects created and funded.
Proof of Stake transition: Hybrid models of proof of work and proof of stake were introduced.
Transaction volumes surpass Bitcoin: Ethereum's daily transactions exceeded Bitcoin's for the first time.
Transaction fees rise sharply: Fees increased from less than 1¢ to nearly 10¢, with a 918% rise from Q1 to Q2.
Hash rate triples: Ethereum's hashing power increased by 205% as its price and valuation rose.

Ether's YTD price return crosses 10x: Significant price appreciation was noted.
Ethereum Name Service (ENS) launches: Introduced user-friendly domain names on the blockchain.
Gnosis' GNO ICO raises $250k ETH: Valuing the tokens at $300m.
Bancor's BNT ICO sets record: Raised $153m, the largest ever.
Daily ETH transactions exceed BTC: At 240k to 222k, marking a significant shift in usage.

Market Cap = Price * Supply: The formula is simple, but the treatment of supply varies significantly across cryptocurrencies.
Examples of market cap and supply:
- Bitcoin: Market Cap = $69.04bn, Price = $4012.16, Circulating Supply = 16.5 million BTC.
- Ethereum: Market Cap = $27.88bn, Price = $296.63, Circulating Supply = 93.98 million ETH.
- Ripple: Market Cap = $6.49bn, Price = $0.169, Circulating Supply = 38.35 billion XRP.
- Zcash: Market Cap = $414.56m, Price = $212.12, Circulating Supply = 1.96 million ZEC.
- Augur: Market Cap = $228.95m, Price = $20.81, Circulating Supply = 11 million REP.
- Golem: Market Cap = $236.83m, Price = $0.284, Circulating Supply = 833 million GNT.
- Gnosis: Market Cap = $208.85m, Price = $189.07, Circulating Supply = 1.1 million GNO.

ICOs vastly exceed VC funding: $729m raised in token sales compared to $235m in venture capital.
Top ICOs in Q2:
- Bancor (BNT): Raised $153m.
- Gnosis (GNO): Raised $250k ETH ($300m valuation).
- Other notable ICOs: Augur, Golem, Iconomi, Melonport, First Blood, Digix, SingularDTV.

IMF discusses CBDCs: Central Bank Digital Currencies are under consideration as government-backed DLT-based currencies.
SEC examines ETF proposal for Ether: Indicates growing interest in regulatory frameworks.
Nevada prohibits local taxes on blockchain: Shows regulatory experimentation.
Governments fund blockchain research: Global efforts to understand both opportunities and risks of blockchain technology.

Public blockchains: Market cap surged, trading volumes diversified, and transaction fees and volumes hit record levels.
Enterprise blockchains: Continued with proofs of concept, tests, and demos, with R3 raising $107m.
Regulatory landscape: More acknowledgment and scrutiny from governments and institutions.
ICOs: Dominated fundraising compared to venture capital, indicating strong investor interest.
Interoperability: A growing focus on connecting different blockchain networks.
Bitcoin and Ethereum: Both saw significant price and volume growth, with Ethereum surpassing Bitcoin in daily transactions and market cap.

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