隨著比特幣主導地位的上升，澳洲加密貨幣交易員透露了他的首選山寨幣

在名為「10 週內比特幣價值10 萬美元」的引人入勝的標題中，澳洲加密貨幣交易員Miles Deutscher 透露了他對加密貨幣四個主要領域的首選，同時深入了解了BTC 的潛在價值以及一些領先市場的定位策略。

Aussie crypto trader Miles Deutscher has revealed his top picks across four major sectors in crypto, while giving some insight into BTC’s potential value and some strategies for getting ahead of the market.

澳洲加密貨幣交易員 Miles Deutscher 透露了他對加密貨幣四個主要領域的首選，同時對 BTC 的潛在價值以及領先市場的一些策略進行了深入分析。

The Aussie analyst has previously doubled down on the imminent rise of the altcoin market, stating that medium to large-cap tokens could be on the verge of a breakout or a breakdown.

這位澳洲分析師先前曾對山寨幣市場即將崛起的情況加倍押注，稱中型到大型代幣可能處於突破或崩潰的邊緣。

In a recent tweet, the analyst revealed which tokens he thinks will lead the next altcoin season.

在最近的一條推文中，這位分析師透露了他認為哪些代幣將引領下一個山寨幣季節。

Here's a snippet from his picks:

以下是他的選擇的片段：

Aside from memes, these are the 4 verticals that I think have the most upside this bull run.

除了迷因之外，我認為這 4 個垂直領域在這次牛市中最具上升空間。

Here are some of my top picks from each sector:

以下是我從每個部門中挑選的一些首選：

Gaming: $SUPER, $BEAM, $PRIME

遊戲：$SUPER、$BEAM、$PRIME

AI: $TAO, $NEAR, $CARV

人工智慧：$TAO、$NEAR、$CARV

DePIN: $AR, $RNDR, $WMT, $ATHR

DePIN：$AR、$RNDR、$WMT、$ATHR

WA: $CPOOL, $OM, $ONDO

西澳：$CPOOL、$OM、$ONDO

SUPER tops Deutscher’s list — the native utility token for the SuperVerse ecosystem, which focuses on NFTs and blockchain gaming.

SUPER 在 Deutscher 的名單中名列前茅——SuperVerse 生態系統的原生實用代幣，專注於 NFT 和區塊鏈遊戲。

Formerly known as SuperFarm, SUPER is an ERC-20 token on the Ethereum blockchain. It has several uses, including governance — allowing holders to vote in the SuperVerse DAO — paying platform fees, and staking for rewards.

SUPER 以前稱為 SuperFarm，是以太坊區塊鏈上的 ERC-20 代幣。它有多種用途，包括治理——允許持有者在 SuperVerse DAO 中投票——支付平台費用，以及質押獎勵。

The token has gained significant attention due to its role in play-to-earn (P2E) models and NFT integration. Its price has surged over 50% on the monthly chart, currently priced at US$1.31 (AU$1.96).

該代幣因其在玩遊戲（P2E）模式和 NFT 整合中的作用而受到廣泛關注。其價格在月度圖表上飆升超過 50%，目前價格為 1.31 美元（1.96 澳元）。

TAO is highlighted for its connection to AI, a sector with transformative potential across various industries. The token has gained visibility, even receiving a boost from Elon Musk. Deutscher sees TAO as a solid investment in AI infrastructure, offering buying opportunities during minor market pullbacks, making it a strong choice for those interested in the AI narrative.

TAO 因其與人工智慧的連結而備受關注，人工智慧是一個跨行業具有變革潛力的領域。該代幣已經獲得了知名度，甚至得到了馬斯克的推動。 Deutscher 認為 TAO 是對人工智慧基礎設施的可靠投資，在市場小幅回檔期間提供買入機會，使其成為對人工智慧感興趣的人的明智選擇。

On the DePIN sector (decentralised physical infrastructure networks), the analyst has two popular coins in his crosshair: Render Network (RNDR) and Arweave (AR).

在 DePIN 領域（去中心化實體基礎設施網路），分析師瞄準了兩種流行的代幣：Render Network (RNDR) 和 Arweave (AR)。

Arweave is a decentralised storage network designed to offer permanent, low-cost data storage. It introduces the concept of the “Permaweb”, a community-owned, permanent web where data is stored and always accessible.

Arweave 是一個去中心化儲存網絡，旨在提供永久、低成本的資料儲存。它引入了「Permaweb」的概念，這是一個社區擁有的永久網絡，資料可以在其中儲存並始終可存取。

Arweave’s simplicity and innovative features have pushed its token to new heights, reaching a market capitalisation of over US$1.2B (AU$1.79B), according to CoinMarketCap data.

根據 CoinMarketCap 數據，Arweave 的簡單性和創新功能將其代幣推向了新的高度，市值達到超過 1.2B 美元（1.79B 澳元）。

Render Network, on the other hand, is the leading DePIN platform, with a fully diluted value (FDV) of nearly US$3B (AU$4.49B).

另一方面，Render Network 是領先的 DePIN 平台，完全稀釋價值 (FDV) 接近 US$3B (AU$4.49B)。

The project gained notoriety for its ability to share and monetise idle GPU power, facilitating decentralised rendering through a global network of GPUs that can help with tasks such as 3D rendering and AI computations.

該專案因其能夠共享閒置 GPU 功率並透過其貨幣化而聲名狼藉，透過全球 GPU 網路促進去中心化渲染，從而幫助完成 3D 渲染和 AI 運算等任務。

Render’s appeal is that it offers these services at a fraction of traditional costs, using the RNDR token as the currency for each transaction.

Render 的吸引力在於，它使用 RNDR 代幣作為每筆交易的貨幣，以傳統成本的一小部分提供這些服務。

Is Bitcoin on the verge of a breakout?

比特幣是否正處於突破的邊緣？

Deutscher mentions the importance of monitoring Bitcoin’s dominance, which has risen since April 2023.

Deutscher 提到了監控比特幣主導地位的重要性，比特幣的主導地位自 2023 年 4 月以來一直在上升。

The analyst explains that increasing dominance typically leads to the early stages of a new cycle, with Bitcoin leading the way before altcoins catch up. He also emphasised that the rise in dominance, coupled with BTC’s price increase, is a bullish sign for altcoins in the longer term.

這位分析師解釋說，主導地位的增強通常會導致新周期的早期階段，比特幣在山寨幣趕上之前處於領先地位。他也強調，主導地位的上升，加上比特幣價格的上漲，長遠來看對山寨幣來說是個看漲訊號。

We can use the path of altseason to better understand this— as BTC’s price performs well, liquidity (investors) tends to flow into altcoins.

我們可以透過山寨幣的路徑來更好地理解這一點——隨著 BTC 的價格表現良好，流動性（投資者）往往會流入山寨幣。

In terms of strategy, Deutscher suggests a macro risk-on and micro-neutral approach, stating that he prefers exposure to high-quality altcoins, such as AI and GameFi, without using leverage in current choppy market conditions.

在策略方面，Deutscher 建議採取宏觀風險偏好和微觀中性的策略，並表示他更喜歡投資 AI 和 GameFi 等優質山寨幣，而不是在當前波動的市場條件下使用槓桿。

Instead, the analyst wants to focus on accumulating assets during market dips and leverage shakeouts, when over-leveraged traders are liquidated, presenting opportunities for those with a more cautious approach.

相反，分析師希望專注於在市場下跌和槓桿震盪期間累積資產，此時過度槓桿化的交易者會被清算，這為那些採取更謹慎態度的人提供了機會。