比特幣暴漲，中心化交易所飆升，交易量創歷史新高

2024 年第一季度，十大中心化交易所 (CEX) 的交易量飆升至 4.29 兆美元，加密貨幣市值成長 64.5%，達到創紀錄的 2.9 兆美元。比特幣 (BTC) 創下歷史新高，達到 73,098 美元，而比特幣現貨交易所交易基金 (ETF) 管理的資產超過 550 億美元。以太坊（ETH）在重新抵押領域獲得了關注，特別是在像 EigenLayer 這樣的平台上，這得益於 Liquid 重新抵押協議（LRT）的流行。

Centralized Exchanges Witness Surge in Trading Activity, Bolstered by Bitcoin's Ascent

在比特幣上漲的推動下，中心化交易所的交易活動激增

Amidst an expanding digital asset landscape, centralized exchanges (CEXs) have experienced a remarkable uptick in trading volumes. According to a comprehensive report by CoinGecko, the top 10 CEXs collectively processed a staggering $4.29 trillion in transactions during the first quarter of 2024. This represents a near doubling compared to the previous quarter, reaching the highest level since the market's last peak in the final quarter of 2021.

在不斷擴大的數位資產格局中，中心化交易所（CEX）的交易量顯著上升。根據CoinGecko 的綜合報告，2024 年第一季度，排名前10 的CEX 總共處理了高達4.29 兆美元的交易量。最高水準。

This surge in activity is closely aligned with a significant expansion in the overall cryptocurrency market capitalization, which climbed by an impressive 64.5% to reach a record high of $2.9 trillion on March 13, 2024. Bitcoin (BTC), the flagship cryptocurrency, played a pivotal role in this rally, achieving a new all-time high of $73,098. Additionally, Bitcoin spot exchange-traded funds (ETFs), which hold assets under management exceeding $55 billion, contributed significantly to the overall growth.

這種活動的激增與加密貨幣整體市值的大幅擴張密切相關，加密貨幣市值在 2024 年 3 月 13 日攀升了 64.5%，達到 2.9 兆美元的歷史新高。創下了73,098 美元的歷史新高。此外，管理資產超過 550 億美元的比特幣現貨交易所交易基金 (ETF) 對整體成長做出了重大貢獻。

Bitcoin's Quarter of Triumph

比特幣的勝利季度

The United States Securities and Exchange Commission's approval of spot Bitcoin ETFs in January 2024 marked a watershed moment for the cryptocurrency ecosystem. In the wake of this regulatory milestone, Bitcoin embarked on a volatile but ultimately upward trajectory.

美國證券交易委員會於 2024 年 1 月批准現貨比特幣 ETF，標誌著加密貨幣生態系統的分水嶺。在這一監管里程碑之後，比特幣走上了波動但最終上漲的軌道。

The first quarter saw Bitcoin initially correct by 16%, plunging to a low of $39,505. However, a subsequent surge of 85% propelled it to its new all-time high. The quarter closed with Bitcoin trading at $71,247, buoyed by average daily trading volumes that surged by nearly 90% from the previous quarter to reach $34.1 billion.

第一季度，比特幣最初回檔了 16%，跌至 39,505 美元的低點。然而，隨後的 85% 飆升將其推至歷史新高。本季收盤時，比特幣交易量為 71,247 美元，日均交易量較上一季飆升近 90%，達到 341 億美元。

Ethereum and DeFi's Rise to Prominence

以太坊和 DeFi 的崛起

Ethereum (ETH), the second-largest cryptocurrency by market capitalization, also witnessed robust activity, particularly in the domain of restaking. Platforms such as EigenLayer experienced a 36% increase in restaked ETH volumes, reaching 4.3 million ETH. This growth was primarily driven by Liquid Restaking Protocols (LRTs), which have gained popularity among investors seeking both liquidity and yield.

以市值計算的第二大加密貨幣以太坊（ETH）也見證了強勁的活動，特別是在重新抵押領域。 EigenLayer 等平台的 ETH 重新質押量增加了 36%，達到 430 萬個 ETH。這一增長主要是由流動性重新抵押協議（LRT）推動的，該協議在尋求流動性和收益的投資者中很受歡迎。

Shifting Dynamics in Exchange Landscape

交易所格局的動態變化

Binance maintained its dominance as the leading CEX, capturing a market share of 50% by the end of March. This period was characterized by an influx of new projects and listings, which attracted substantial trading volumes.

幣安保持了領先 CEX 的主導地位，截至 3 月底，其市佔率達到 50%。這段時期的特點是新項目和上市大量湧入，吸引了大量交易量。

Conversely, exchanges such as MEXC experienced a reduction in market share as trading focus shifted towards prominent cryptocurrencies like BTC, ETH, and emerging meme coins on the Solana (SOL) blockchain.

相反，隨著交易焦點轉向 BTC、ETH 等知名加密貨幣以及 Solana (SOL) 區塊鏈上的新興 meme 幣，MEXC 等交易所的市場份額有所下降。

Decentralized Exchanges Seek Diversification

到中心化交易所尋求多元化

While CEXs dominated in terms of volumes, decentralized exchanges (DEXs) underwent significant evolution. Ethereum's market share in this segment dropped below 40%, while emerging chains like Arbitrum (ARB) and Base gained traction through strategic incentive programs and significant contributions from niche sectors such as meme coins.

雖然 CEX 在交易量方面佔據主導地位，但去中心化交易所 (DEX) 經歷了重大演變。以太坊在這一領域的市場份額下降到 40% 以下，而 Arbitrum (ARB) 和 Base 等新興鏈透過戰略激勵計劃和 Meme 幣等利基行業的重大貢獻獲得了關注。

Looking Ahead

展望未來

As the digital asset ecosystem continues to evolve rapidly, the insights gained from Benzinga's Future of Digital Assets conference, scheduled for November 19, 2024, will be invaluable in shaping the industry's approach to the challenges and opportunities that lie ahead.

隨著數位資產生態系統繼續快速發展，定於 2024 年 11 月 19 日舉行的 Benzinga 數位資產未來會議所獲得的見解對於制定行業應對未來挑戰和機會的方法將具有無價的價值。

Benzinga remains committed to providing comprehensive coverage and analysis of the ever-changing digital asset landscape, empowering investors and industry participants alike with the knowledge and insights they need to navigate the complexities of this dynamic market.

Benzinga 仍然致力於提供對不斷變化的數位資產格局的全面報導和分析，為投資者和行業參與者提供駕馭這個動態市場的複雜性所需的知識和見解。