|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
VanEck 對比特幣進入第四季度的前景保持樂觀,理由是強勁的宏觀經濟支持和機構資金流入,同時表達了以太坊在市場份額方面持續掙扎和價格技術下降的問題。
VanEck Stays Optimistic About Bitcoin, Expresses Concern Over Ethereum’s Struggles
VanEck 對比特幣保持樂觀,並對以太坊的困境表示擔憂
November 10, 2023 by Samyuktha Krishnagopal
十一月 10, 2023 作者 Samyuktha Krishnagopal
VanEck stays optimistic about Bitcoin’s outlook heading into the fourth quarter, citing robust macroeconomic assist and institutional inflows whereas expressing issues over Ethereum’s ongoing struggles with market share and declining price technology.
VanEck 對比特幣進入第四季度的前景保持樂觀,理由是強勁的宏觀經濟支持和機構資金流入,同時表達了以太坊在市場份額方面持續掙扎和價格技術下降的問題。
Based on the company’s September recap report, Bitcoin surged 7.7% over the month, buoyed by the Federal Reserve’s rate cut and China’s financial stimulus. It outpaced Ethereum, which managed solely a 3.2% acquire over the identical interval.
根據該公司 9 月的回顧報告,受聯準會降息和中國金融刺激措施的推動,比特幣本月飆升 7.7%。它超過了以太坊,後者在同一時間段內僅實現了 3.2% 的成長。
Bitcoin and Ethereum. Supply: VanEck
比特幣和以太坊。供應:範艾克
VanEck mentioned that Bitcoin’s rally, which noticed $1.2 billion in net inflows into US Bitcoin exchange-traded merchandise (ETPs), signifies rising investor confidence. These ETPs have accrued extra Bitcoin than has been mined since their launch, enjoying a vital function in worth formation.
VanEck 提到,比特幣的上漲表明美國比特幣交易所交易商品(ETP)淨流入 12 億美元,這表明投資者信心不斷增強。自推出以來,這些 ETP 累積的比特幣數量超過了開採量,在價值形成中發揮重要作用。
In distinction, Ethereum continued to lose floor, with price technology dropping sharply as its market share hit five-year lows. Regardless of the poor efficiency, Ethereum confirmed indicators of stabilization mid-month, as its price market share rebounded from 31% in August to 45% in September.
相較之下,以太坊持續下跌,其市佔率觸及五年來的最低點,價格技術大幅下跌。儘管效率不佳,但以太幣在月中確認了穩定跡象,其價格市場份額從 8 月的 31% 反彈至 9 月的 45%。
Ethereum’s shift to a settlement layer for Layer-2 blockchains, following the implementation of EIP-4844, has lowered demand for its blockspace, resulting in a pointy decline in transaction revenues from $7.2 billion in March to $1.2 billion in September.
在實施 EIP-4844 後,以太坊轉向第 2 層區塊鏈的結算層,降低了對其區塊空間的需求,導致交易收入從 3 月的 72 億美元急劇下降到 9 月的 12 億美元。
VanEck prompt that whereas Ethereum’s long-term technique goals to assist mass adoption, its short-term underperformance might problem its place out there. Alternatively, Bitcoin continues to indicate resilience, with institutional inflows and powerful worth momentum reinforcing its dominant place within the digital asset house.
VanEck 指出,雖然以太坊的長期技術目標是幫助大規模採用,但其短期表現不佳可能會影響其地位。另一方面,比特幣繼續表現出韌性,機構資金流入和強大的價值動力鞏固了其在數位資產領域的主導地位。
Prime metrics
主要指標
Layer-1 blockchains dominated in September, with Sui main the pack, surging 118% to succeed in a $5 billion market cap. The community additionally noticed a big 140% development in every day energetic addresses (DAAs) and a 48% development in income, pushed primarily by memecoin hypothesis and native stablecoin exercise.
Layer-1 區塊鏈在 9 月佔據主導地位,其中 Sui 飆升 118%,市值達到 50 億美元。社區還注意到日常活躍地址 (DAA) 增長了 140%,收入增長了 48%,這主要是由 memecoin 假設和本地穩定幣活動推動的。
Aptos additionally carried out strongly, climbing 23%, regardless of a token unlock price $90 million. The expansion was largely attributed to the Raptr software program improve, which bolstered transaction speeds and boosted every day energetic addresses by 30%.
儘管代幣解鎖價格為 9000 萬美元,Aptos 的表現也很強勁,上漲了 23%。這一增長主要歸功於 Raptr 軟體的改進,它提高了交易速度,並將每日活躍地址增加了 30%。
Solana rounded out the highest three performers after surging 14% over the interval. This was fueled by the much-anticipated launch of the “Firedancer” improve, which guarantees to spice up transaction throughput and community reliability. Firedancer, at present in testnet, achieved 89,000 transactions per second, a big enchancment for the Solana community.
Solana 在此期間飆升 14%,躋身表現最好的三隻股票之列。這是由備受期待的“Firedancer”改進的推出推動的,該改進保證了交易吞吐量和社區可靠性的提高。 Firedancer 目前在測試網中實現了每秒 89,000 筆交易,這對 Solana 社群來說是一個巨大的進步。
In the meantime, Polygon underperformed the broader market, falling by 4% amid a pointy drop in every day energetic customers and a 50% discount in price technology. Regardless of these challenges, the community continued with its Polygon 2.0 roadmap, efficiently migrating the MATIC token to POL with the aim of enhancing interoperability and scalability.
與此同時,Polygon 的表現落後於大盤,由於每天精力充沛的客戶大幅下降以及價格技術折扣 50%,該公司股價下跌 4%。儘管面臨這些挑戰,社區仍繼續實施 Polygon 2.0 路線圖,有效地將 MATIC 代幣遷移到 POL,以增強互通性和可擴展性。
Memecoins posted a 31% acquire in September, whereas DeFi tokens adopted with a 19% enhance. Layer-1 tokens as an entire rose 11%, with crypto equities gaining 11% as effectively.
Memecoins 在 9 月的漲幅為 31%,而 DeFi 代幣的漲幅為 19%。 Layer-1 代幣整體上漲 11%,加密貨幣股票也上漲 11%。
免責聲明:info@kdj.com
所提供的資訊並非交易建議。 kDJ.com對任何基於本文提供的資訊進行的投資不承擔任何責任。加密貨幣波動性較大,建議您充分研究後謹慎投資!
如果您認為本網站使用的內容侵犯了您的版權,請立即聯絡我們(info@kdj.com),我們將及時刪除。
-
- 歡迎來到《金融重新定義》,這是您每週一次的重要去中心化金融 (DeFi) 見解
- 2024-10-05 09:15:02
- — 一份電子通訊,旨在為您提供上週最重要的進展。
-
- 香港虛擬資產交易所(HKVAX)成為第三家獲得證監會牌照的加密貨幣交易所
- 2024-10-05 08:50:01
- HKVAX取得第1類(證券交易)及第7類(提供自動交易服務)虛擬資產交易平台(VATP)牌照
-
- SUI 代幣在解鎖事件後下跌 15%,但市場輪動和生態系統成長預示著長期前景
- 2024-10-05 08:35:01
- 10 月 4 日,SUI 代幣大幅下跌,較近期高點下跌超過 15%,創下當天最大跌幅。
-
- 狗狗幣鯨魚買了超過 10 億 DOGE,DOGE 即將漲價嗎?
- 2024-10-05 08:35:01
- 在每週兩位數的價格下跌之後,狗狗幣 [DOGE] 終於獲得了看漲勢頭。世界上最大的模因幣價值上漲。