This article is the first part of the report "DApp "AARRR": ETH/EOS/TRON three public chain DApp user portrait research", from the macro level to observe the current DApp ecological status and user behavior status of ETH, EOS and TRON, trying to analyze DApp's user portrait behind operational performance and based on this provides a development strategy reference for DApp developers or operators (including communities).
1. The DApps on the three public chains show polarization in the process of pulling, activating, retaining and transforming. However, the dominant DApp type does not represent the preferred direction of user behavior , that is, ETH's game class, EOS's betting class and TRON's high-risk class are dominant, but the number of new users is not the most, DAU, user retention rate. And the average customer price is not the highest.
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2. The new user volume and retention rate do not constitute statistical correlation . The more people who are not new, the more they will survive. The third week of retention is critical for ETH and TRON's DApp.
3. ETH's DApp user ecology presents a stable, slender vertebral structure at the bottom, but lacks the appeal of turning these users into deep users. EOS's user-active structure presents a "big middle, small ends" style, indicating that EOS's DApp faces the need to constantly implement new pressures. TRON's user structure presents a "pyramid" style, indicating that the DApp on TRON lacks a productive means to activate new users.
DApp average survival rate is about 32%
Game, gambling and high-risk classes are mainstream DApp types
According to DAppTotal data, as of June 10, 3297 DApps were laid out on the six public links of ETH, EOS, TRON, IOST, BOS and ONT. Among them, ETH, EOS and TRON are the three most popular public chains of DApp, forming the first echelon of DApp ecological construction. As of April 30, there were 247 active DApps on ETH, 195 active DApps on EOS, and 171 active DApps on TRON. The active DApp of the first echelon accounted for 94.60% of the total active DApps of the six public chains.
In fact, the DApp survival rate of the three EApp ecosystems of the first echelon is less than 50%. The number of active DApps on EOS and TRON accounts for a relatively high proportion of the total number of DApps, reaching 39.16% and 43.73%, respectively. The DApp survival rate is only 14.02%, although the number of DApps and the number of active DApps on ETH are the highest.
From the perspective of the types of public-chain DApps, games, gambling, and high-risk classes are mainstream DApp types. Although limited by the development of blockchain technology, the types of DApps are generally the same, but in particular, there are some differences in the pattern of ETH, EOS and TRON three public chain DApp types.
Regardless of whether DApp is currently alive or not, it can be found that ETH, EOS, and TRON each have a dominant type of DApp, and the dominant types of the three are different. In ETH, the number of game DApps is the largest, a total of 961, accounting for 56.73% of the total number of DApps on ETH; on EOS, the number of gaming DApps is the largest, a total of 235, accounting for 52.46% of the total number of DApps on EOS; On TRON, the number of high-risk DApps is the highest, with a total of 149, accounting for 40.93% of the total DApp on TRON.
Moreover, ETH's total DApp is much larger than EOS and TRON, and its DApp type is slightly richer than EOS and TRON. For example, the recent hotter DeFi applications are mainly concentrated on ETH, and there are few financial and financial applications on EOS and TRON.
EOS users are the most active TRON users with the lowest value
An average of 16% of DApps have false prosperity
From the fundamental data alone, ETH has been completely behind EOS and TRON. It is the most inactive public link of DApp users in the three public chains, and EOS has the best performance of all three data, which is the DApp user activity level. The highest public chain.
However, if we look at the economic benefits of users of various public chains from a more microscopic perspective, we can see that TRON is the weakest public link of DApp users in the three major public chains. The expansion of the economic scale of DApp on ETH mainly depends on the user value, and the economic benefits of its users are better than the other two public chains.
The above conversion analysis of EOS and TRON is the result of removing the robot data, because there is a false prosperity of user data in the DApp ecosystem of EOS and TRON.
According to the DAppTotal website on May 14th, according to the list of DApp rankings according to the number of users, the average value of the top 100 DApps in EOS (the number of real users/total users in the case of robot data) reached 81.30%. This means that the user data of most DApps in the 100 most popular DApps is basically true. TRON's average real user ratio also reached 88.89%.
Although the real data of DApp on EOS and TRON is relatively high, it is not negligible that there are still a lot of DApps on the two public chains, and the real user ratio deviates significantly from the mean. If a real user of a DApp is regarded as a serious deviation from the average real user of the public chain by more than 15%, EOS has 19 DApps, which is equivalent to 19% of DApps in EOS, and user data is false . TRON has 13 DApps. , equivalent to 13% of DRON in DRON, user data is false.
But this is only the overall situation. The current DApp market is still a market with a very obvious "Matthew effect". More than 70% of daily active users are concentrated in 10 DApps. This pattern may cause a certain sample deviation, that is, because the lower-ranking DApp has fewer users (mostly less than 10 people) and does not brush the user volume, pulling up the overall real user rate of the top 100 DApps.
In the case of only the top 10 DApps, it can be clearly seen that the average real user ratio of EOS is greatly reduced, only 63.94%. On the contrary, the average real user account of the top 10 DApps on TRON reached 95.33%, which is higher than the average of the top 100 users.
DApp user portrait of ETH/EOS/TRON
Overall, DApp users on ETH are less active, with fewer active users, and more than 60% of users use DApp less than 10 times a month. Among them, the game-based DApp, which has an absolute dominant position, is less active than users of gambling and exchange-like DApps. However, these gamers do not concentrate on which games to play, but rather play each game more dispersedly. More different from the old user behavior characteristics, most new users tend to concentrate on playing a few games.
In the DApp ecosystem of ETH, the user behavior is more polarized, the user of the game DApp has better stickiness, and the users of the gaming, other, platform DApps are less sticky. If the user has not lost in the first three weeks, then there is a high probability that it will survive. Moreover, ETH's DApp users have a high overall net worth, especially for users of financial and financial DApps on ETH, with an average individual user net worth of $709.3. However, there are not many “local users” on ETH (more than $1 million in monthly bets). Among all the gaming users, there is about 1 “local player” per 1667 users, and ETH is on the gambling DApp. The banker-player relationship is always in an unbalanced state. Over 60% of gaming users in the past two months have benefited, which may not be conducive to the development of gaming DApps.
DApp users on EOS are highly active, with a total of active users. About 70% of users use more than 10 times a month, and more than 14% of them use more than 100 active users. Gaming DApps, which dominate the number in terms of numbers, are less active than other classes and game-like DApps. However, these gambling players are not focused on which gambling DApps to place bets, but are scattered in various gambling DApps. More different from the old user behavior pattern, most new users tend to focus on a few betting DApps.
Overall, the user stickiness of all kinds of DApps on EOS is better, among which the game DApp has the best user stickiness, and the gaming category, transaction category and other classes are slightly worse. However, in EOS's DApp ecosystem, no time node has "level", that is, users have been losing a certain percentage. EOS user net value varies with DApp type, the difference is large, the net value of exchange users is as high as 934.8 US dollars, the net value of other DApp users is lower, the mainstream net value of betting users is about 89.7 US dollars, the best sticky. The game user's single net worth is only about $0.50. In addition, the “local players” on EOS are the most. In the gaming DApp, about one out of every 833 users is “local player”, and about 40% of the monthly DApp users can make a profit.
TRON's DApp users are more active, with more active users, but the percentage of users who use less than 10 times a month is about 80%, but most of them use only once. Among them, high-risk DApp users who are absolutely dominant in quantity are less active than exchange users.
On the whole, it is highly related to the “pyramid” user active structure. TRON's user behavior stickiness is also the worst among the three ecosystems. The new users are basically lost within one month, most of the first two weeks. Lost. Moreover, the overall user net value of all types of DApps is relatively low. The average net user value of users with relatively high net worth on the exchange is as high as $83.8, while the average user net value of the mainstream high-risk DApp is only $12.6. TRON is one of the three “local players” in the three ecosystems. About one out of every 2,500 users is “local tyrants”. 75% of gambling users per month are not profitable. Most of the “chives” on TRON are harvested.