分析:Jupiter交易量中至少40%是纯粹的原子套利活动

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PANews 12月29日消息,分析师Eekeyguy在X平台发文分析称,Solana上的套利交易分为原子套利(Atomic arbs)和组合套利(Bundled arbs)。许多套利机器人并非运行定制程序,而是通过Jupiter和DFlow等聚合器进行交易。其中,Jupiter的交易量中,至少有40%是纯粹的原子套利活动。聚合器处理Solana所有DEX交易量的大约60%,而Jupiter在该领域占据约90%的市场份额。因此约22%的Solana DEX总交易量,只是通过Jupiter进行的原子套利交易。 此外,加入组合套利的数据后,Jupiter的套利交易占比从40%跃升至50%,使DEX的总套利交易占比达到约27%。再算上DFlow和其他聚合器,估计仅通过聚合器追踪到的套利交易,就占Solana所有DEX交易量的大约30%。保守估计:Solana DEX的交易量中,平均至少有50%是套利交易,而在某些日子里,这一比例可能接近60%到70%。 注:上述分析尚未捕捉到其他套利策略类型。原子套利指在单个交易内完成——即在一个DEX低价买入,在另一个DEX高价卖出,一次性赚取差价。组合套利则通过同一区块内的多个交易来实现相同的结果。

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