澳洲加密貨幣分析師 Miles Deutscher 透露，他認為在即將到來的牛市中，五個行業的表現將優於其他行業

眾所周知，澳洲加密貨幣分析師 Miles Deutscher 看好 Solana、NEAR Protocol 等主要山寨幣，但他也著眼於

Crypto analyst Miles Deutscher has his eyes on several more intriguing narratives as he shares his thoughts on five sectors and the projects and coins behind them in his latest video. Here's why he believes these will outperform the rest in the coming bull run.

加密貨幣分析師 Miles Deutscher 在最新影片中分享了他對五個行業及其背後的項目和代幣的看法，他關注的是幾個更有趣的故事。這就是為什麼他相信這些股票在即將到來的牛市中將優於其他股票。

Real World Assets and Tokenisation of RWAs

現實世界的資產和 RWA 的代幣化

We've all heard about tokenisation - however, it's an area with a compelling narrative. It sort of has to be, if Larry Fink the CEO of the world’s largest asset manager, BlackRock, says he is bullish on the potential of tokenisation.

我們都聽說過代幣化——然而，這是一個有著令人信服的故事的領域。如果全球最大資產管理公司貝萊德（BlackRock）的執行長 Larry Fink）表示他看好代幣化的潛力，那麼這在某種程度上是必然的。

Speaking on the revolutionary topic, Fink said he believes every financial asset will be tokenised and that this will have a tremendous positive impact.

在談到這項革命性話題時，芬克表示，他相信每一種金融資產都將被代幣化，這將產生巨大的正面影響。

BlackRock didn't only talk tokenisation up, they actually put US$100 million (AU$150 million) onto Ethereum as part of their Digital Liquidity Fund.

貝萊德不僅談論代幣化，實際上還向以太坊投入了 1 億美元（1.5 億澳元），作為其數位流動性基金的一部分。

No wonder Deutscher is bullish on the sector. His top picks here are Mantra (OM) and Ondo. He picked them because of their strong market positions, performance, and strategic partnership, which make them attractive plays in the RWA sector.

難怪多伊徹看好該行業。他在這裡的首選是 Mantra (OM) 和 Ondo。他選擇它們是因為它們強大的市場地位、業績和策略合作夥伴關係，這使得它們在 RWA 領域具有吸引力。

He also has some unreleased projects on his radar: Redbelly Network and Lingo.

他也關註一些未發布的項目：Redbelly Network 和 Lingo。

In a nutshell, the platform leverages real estate assets to generate rewards for its users. By earning yield from these real estate investments, the platform can provide rewards to users who engage with it.

簡而言之，該平台利用房地產資產為其用戶產生獎勵。透過從這些房地產投資中賺取收益，該平台可以為參與其中的用戶提供獎勵。

AI + Decentralised Physical Infrastructure (DePIN)

人工智慧+去中心化實體基礎設施（DePIN）

Deutscher’s next pick is the artificial intelligence crypto-narrative “which benefits from the attention flow that the AI sector gets every time there’s a real-world announcement, upgrade and so on.”

多伊徹的下一個選擇是人工智慧加密敘事，“它受益於人工智慧領域每次有現實世界的公告、升級等時所獲得的注意力流。”

AI requires significant computational power, which decentralised private infrastructure networks can provide efficiently.

人工智慧需要強大的運算能力，而去中心化的私人基礎設施網路可以有效地提供這種能力。

Top Coins here are Render (RNDR) and Bittensor (Tao). RNDR is a sector leader in AI, benefiting from price responsiveness and strong performance.

這裡的頂級代幣是 Render (RNDR) 和 Bittensor (Tao)。 RNDR 是人工智慧領域的領導者，受益於價格回應能力和強勁的表現。

Tao has an attractive valuation, is a leading AI infrastructure player and has currently cooled off from its highs, making it an appealing investment.

濤的估值頗具吸引力，是領先的人工智慧基礎設施參與者，目前已從高點回落，使其成為一項有吸引力的投資。

Others include World Mobile, PepeCoin, AIOZ, Graphlinq and the unreleased Aethir.

其他包括 World Mobile、PepeCoin、AIOZ、Graphlinq 和未發布的 Aethir。

Memecoins

模因幣

The memecoin sector can’t be left out of course, Deutscher believes this sector is so strong this time around that a 10-20% allocation is fair game. Top bets are PEPE, WIF, FOXY, GUMMY.

Memecoin 產業當然不能被排除在外，Deutscher 認為該產業這次非常強勁，10-20% 的分配是公平的。最大的賭注是 PEPE、WIF、FOXY、GUMMY。

Decentralised Finance (Defi)

去中心化金融（Defi）

According to Deutscher, top DeFi picks are ENA and RUNE. He says these are great assets in the sector due to their strong performance in bullish markets, their strategic advantages, and their potential for substantial long-term gains.

根據 Deutscher 的說法，最熱門的 DeFi 選擇是 ENA 和 RUNE。他表示，這些都是該行業的重要資產，因為它們在牛市中的強勁表現、戰略優勢以及巨大的長期收益潛力。

Infrastructure Projects

基建專案

The last sector is infrastructure related, which is a broad field and technically already covered in other aspects. Nevertheless, Deutscher believes this is an important sector to expose yourself to.

最後一個部門是基礎設施相關的，這是一個廣泛的領域，技術上已經涵蓋了其他方面。儘管如此，多伊徹認為這是一個值得涉足的重要領域。

Top picks here are decentralised storage network Arweave (AR) and little known Everclear, which “provides a way to make multiple chains interoperable and increase the user experience.”

這裡的首選是去中心化儲存網路 Arweave (AR) 和鮮為人知的 Everclear，它「提供了一種使多個鏈可互通並增加使用者體驗的方法」。

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