比特幣、以太幣、Solana 反彈不應誤導投資者相信所有加密貨幣都會表現同樣出色：10x 研究

10x Research 分析師在最新報告中寫道：“任何上週未能上漲至少 10% 的代幣或代幣都應該避免。”

A recent report by 10x Research advises investors to be selective in their cryptocurrency choices during the current bull run, as not all digital assets will perform equally well.

10x Research 最近的一份報告建議投資者在當前牛市期間謹慎選擇加密貨幣，因為並非所有數位資產都會表現同樣出色。

According to the report, any cryptocurrency that failed to rally by at least 10% over the last week should likely be avoided by investors. The report instead urges investors to focus on specific assets that are demonstrating resilience and growth potential.

根據該報告，任何上週未能上漲至少 10% 的加密貨幣都應該被投資者避開。相反，該報告敦促投資者關注那些表現出彈性和成長潛力的特定資產。

The report highlights the outperformance of Solana proxies Jito and Jupiter, which saw weekly gains of 24% and 16%, respectively, tracking SOL-USDT's strong performance.

該報告強調了 Solana 代理 Jito 和 Jupiter 的優異表現，它們的周漲幅分別為 24% 和 16%，追隨 SOL-USDT 的強勁表​​現。

Ethereum proxies also saw significant gains, with Ethena achieving a 37% increase.

以太坊代理商也取得了顯著成長，Ethena 實現了 37% 的成長。

Despite Ethereum not being the central focus in this rally, 10x Research points to signs of a possible bottom, supported by weekly stochastics indicators.

儘管以太坊不是這次反彈的焦點，但 10x Research 指出，在每週隨機指標的支持下，以太坊可能出現觸底跡象。

“The day when BlackRock's marketing team launches an Ethereum ETF push is drawing closer,” the report adds, suggesting a potential boost to Ethereum's standing as interest in ETFs grows.

報告補充稱，“貝萊德行銷團隊推出以太坊 ETF 的日子越來越近了”，這表明隨著人們對 ETF 興趣的增長，以太坊的地位可能會得到提升。

The report also notes the convergence of crypto with traditional finance and predicts that regulatory developments in the U.S. could further stimulate institutional interest in cryptocurrencies.

該報告還指出了加密貨幣與傳統金融的融合，並預測美國的監管發展可能會進一步刺激機構對加密貨幣的興趣。

Being the largest decentralized smart contract platform, Ethereum is well-positioned to continue driving use cases with greater regulatory clarity.

作為最大的去中心化智慧合約平台，以太坊處於有利地位，能夠以更明確的監管繼續推動用例。

The report adds that Ethereum's appeal will be bolstered by lower gas fees following the anticipated Dencun upgrade in March 2024, which could attract more network validators and staking participants.

該報告補充說，預計 2024 年 3 月進行的 Dencun 升級後，汽油費的降低將增強以太坊的吸引力，這可能會吸引更多的網路驗證者和質押參與者。

Bitcoin also saw strong demand for calls over puts, reflecting bullish sentiment.

比特幣的買權需求也超過賣權，反映出看漲情緒。

“Bitcoin Skew, the spread between implied volatility for puts versus calls, continues to fall, reflecting stronger demand for upside exposure over concerns about downside risk,” the report states.

報告指出，“比特幣偏斜，即看跌期權與看漲期權隱含波動率之間的利差，繼續下降，反映出對下行風險擔憂的上行敞口需求更強。”

With spot ETFs gaining prominence, Bitcoin's volatility dynamics could shift, potentially leading investors toward higher-beta cryptocurrencies like Ethereum.

隨著現貨 ETF 的日益普及，比特幣的波動動態可能會發生變化，可能會導致投資者轉向以太坊等更高貝塔值的加密貨幣。

The report also identifies an uptick in retail trading activity in South Korea, with tokens like UXLINK seeing substantial trading volume.

該報告也指出，韓國的零售交易活動增加，像 UXLINK 這樣的代幣交易量很大。

As the token outpaced popular cryptocurrencies like Dogecoin and Bitcoin on Korean exchanges, it reflects a renewed interest among retail traders and adds a layer of volatility to the market landscape.

由於該代幣在韓國交易所的表現超過了狗狗幣和比特幣等流行的加密貨幣，這反映出散戶交易者重新燃起了興趣，並為市場格局增添了一層波動性。

This rally comes amid institutional inflows and increased interest in core cryptocurrencies.

這次反彈是在機構資金流入和對核心加密貨幣興趣增加的背景下發生的。

According to 10x Research, as institutional mandates expand, attention will likely consolidate around major cryptocurrencies, notably Bitcoin, Ethereum, and Solana.

據 10x Research 稱，隨著機構授權的擴大，注意力可能會集中在主要加密貨幣上，特別是比特幣、以太坊和 Solana。

Not only are these assets leading the market, but they are also positioned to drive the crypto market cap to new highs.

這些資產不僅引領市場，還將推動加密貨幣市值創下新高。