CoinGecko 2024 年第三季加密貨幣產業報告：比特幣主導地位增強，NFT 交易量下降

儘管 2024 年第三季加密貨幣整體市值略有下降，但比特幣 (BTC) 的市佔率成長至 53.6%，較上一季成長 2.7%。

The cryptocurrency market declined by 1% in Q3 2024, finishing at $2.33 trillion, according to CoinGecko’s Q3 2024 Crypto Industry Report.

根據 CoinGecko 的《2024 年第三季加密貨幣產業報告》，加密貨幣市場在 2024 年第三季下降了 1%，收在 2.33 兆美元。

After hitting a high in July, the market fell in August due to global economic pressures. Interest rates remained unchanged in the U.S., while Japan raised them.

在7月觸及高點後，8月市場因全球經濟壓力而下跌。美國利率不變，日本則調高利率。

After fluctuating between $2.00 and $2.20 trillion, the market slightly recovered thanks to a U.S. interest rate cut and economic stimulus in China.

在2.00至2.20兆美元之間波動後，得益於美國降息和中國經濟刺激，市場略有復甦。

The average trading volume dropped from Q2 by 3.6% to $88 billion daily.

平均交易量較第二季下降 3.6% 至每日 880 億美元。

Despite a slight drop in the overall crypto market cap in Q3 2024, Bitcoin’s (BTC) market share grew to 53.6%, up 2.7% from the previous quarter.

儘管 2024 年第三季加密貨幣整體市值略有下降，但比特幣 (BTC) 的市佔率成長至 53.6%，較上一季成長 2.7%。

Although Bitcoin only saw a slight 0.8% gain, it outperformed other cryptocurrencies like Ethereum (ETH) and BNB, which saw more significant declines in market dominance.

儘管比特幣僅小幅上漲 0.8%，但其表現優於以太坊 (ETH) 和 BNB 等其他加密貨幣，後者的市場主導地位下降幅度更大。

This marks the highest level of Bitcoin’s dominance since April 2021.

這標誌著自 2021 年 4 月以來比特幣統治地位的最高水準。

Ethereum, in particular, had the biggest drop among the top seven cryptocurrencies, losing 3.6% and ending Q3 with a 13.4% market share despite the launch of Ethereum ETFs in July. Decreased interest in Ethereum’s ecosystem likely contributed to the decline.

尤其是以太坊，在七大加密貨幣中跌幅最大，下跌 3.6%，儘管 7 月推出了以太坊 ETF，但第三季末的市佔率為 13.4%。對以太坊生態系統的興趣下降可能是造成這種下降的原因。

In Q3 2024, the total market cap of the top 20 stablecoins grew by $11 billion, reaching $170.2 billion by the end of the quarter, a 6.9% increase from $159.3 billion.

2024 年第三季度，排名前 20 名的穩定幣總市值成長了 110 億美元，截至季末達到 1,702 億美元，較 1,593 億美元成長 6.9%。

Tether (USDT) maintained its dominant 70% market share, while USD Coin (USDC) held 21%. Most of the growth came from USDT and USDC, adding $7 billion and $3.3 billion, respectively.

Tether (USDT) 保持 70% 的市場份額，而 USD Coin (USDC) 則佔 21%。大部分成長來自 USDT 和 USDC，分別增加了 70 億美元和 33 億美元。

On the other hand, USD-e saw its first decline, with $1.1 billion in outflows, partially due to a sharp drop in its sUSDe APY. Other top gainers included PYUSD (+66.5%) and GHO (+72.5%), while GUSD (-35.3%) and crvUSD (-47.9%) lost the most market cap in Q3.

另一方面，USD-e 首次出現下跌，流出 11 億美元，部分原因是其 sUSDe 年化報酬率大幅下降。其他漲幅最大的股票包括 PYUSD (+66.5%) 和 GHO (+72.5%)，而 GUSD (-35.3%) 和 crvUSD (-47.9%) 在第三季市值損失最大。

Gold Outperforms Bitcoin, Rising 13.8%

黃金表現優於比特幣，上漲 13.8%

Bitcoin saw a modest price increase of 0.8% in Q3 2024, but most major asset classes outpaced it.

2024 年第三季度，比特幣價格小幅上漲 0.8%，但大多數主要資產類別的漲幅均超過了漲幅。

Gold led the way with a 13.8% gain, driven by economic concerns in the U.S. and tensions in the Middle East.

受美國經濟擔憂和中東緊張局勢的推動，黃金上漲 13.8%。

The Japanese Yen also performed well, climbing 12.0% after the Bank of Japan’s surprise rate hike. Only crude oil and the U.S. Dollar Index (DXY) performed worse than Bitcoin due to concerns about demand and interest rate cuts.

日圓也表現良好，日本央行意外升息後上漲了12.0%。由於對需求和降息的擔憂，只有原油和美元指數（DXY）的表現比比特幣差。

All major fiat currencies strengthened against the dollar.

所有主要法定貨幣兌美元均走強。

Prediction Markets Surge 565.4%

預測市場飆漲565.4%

People bet heavily on the upcoming U.S. elections, leading to a massive growth in prediction markets, increasing by 565.4%.

人們對即將到來的美國大選進行了大量押注，導致預測市場大幅成長，成長了 565.4%。

The top three platforms reached a combined $3.1 billion in volume, up from $466.3 million in the previous quarter.

三大平台的總交易額達 31 億美元，高於上一季的 4.663 億美元。

Polymarket dominated the space, capturing 99% of the market share, with its betting volume skyrocketing by 713.2%.

Polymarket 佔據了該領域的主導地位，佔了 99% 的市場份額，其投注量猛增 713.2%。

Since the start of 2024, $1.7 billion has been wagered on the U.S. Presidential Election, making up about 46% of Polymarket’s total yearly volume.

自 2024 年初以來，針對美國總統選舉的投注額已達 17 億美元，約佔 Polymarket 年度總投注額的 46%。

Bitcoin’s total hash rate bounced back from its post-halving decline, increasing by 19.6% in Q3 2024. It grew from 503M TH/s in July to 602M TH/s by the end of the quarter, with the daily average hash rate reaching an all-time high of 743M TH/s in early September.

比特幣總算力從減半後的跌勢中反彈，2024 年第三季成長了 19.6%，從 7 月的 503M TH/s 成長到本季末的 602M TH/s，日均算力達到9 月初達到743M TH/s 的歷史新高。

Despite this growth, miner profitability continued to drop month-on-month, down 6% in September. Other key developments in the mining sector include Russia legalizing crypto mining and five major mining firms expanding into AI by setting up high-performance computing (HPC) facilities.

儘管出現這種成長，礦商獲利能力仍較上季下降，9 月下降了 6%。採礦業的其他重要發展包括俄羅斯將加密貨幣採礦合法化，以及五家主要採礦公司透過建立高效能運算（HPC）設施進軍人工智慧領域。

Transactions on the top 10 Ethereum Layer 2 networks increased by 17.2%, reaching almost 10 million daily transactions by the end of September.

截至 9 月底，排名前 10 位的以太坊第 2 層網路的交易量增加了 17.2%，每日交易量接近 1,000 萬筆。

In contrast, the Ethereum mainnet processes about 1 million transactions daily.

相比之下，以太坊主網每天處理約 100 萬筆交易。

Base led the charge, handling 42.5% of all Layer 2 transactions. Arbitrum was next with 18.9%, followed by Blast

Base 處於領先地位，處理了所有第 2 層交易的 42.5%。 Arbitrum 緊隨其後，佔 18.9%，其次是 Blast