[Analysis: After the Cancun upgrade, the amount of ETH burned dropped by 84% compared with before the upgrade, and Ethereum revenue dropped by 69%] Golden Finance reported that Galaxy Digital released a research report analyzing the impact of Blobs on Layer 2 and Ethereum during the 150 days of the Cancun upgrade. situation, the main points of which include: · Ethereum’s revenue and ETH supply burn have both decreased significantly, with total revenue 69% lower than the average of the 150 days before the upgrade, and ETH burn 84% lower than the average of the 150 days before the upgrade. · The profit margin of Layer 2 has increased. The profit rate of Optimism type has increased from 22.65% to 92.3%, and the profit rate of ZK type has increased from 27.27% to 66.7%. · Layer2 operating costs dropped significantly, from an average daily average of US$1.07 million to US$556,400. ·Both trading activity and failure rates have increased significantly, either due to an increase in bot activity.