分析師表示，DeFi 1.0 代幣在當前加密貨幣市場中展現出前景：COMP、AAVE 和 UNI 成為焦點

加密貨幣分析師 Altcoin Sherpa 分享了對當前市場 DeFi 1.0 代幣的見解。這位分析師討論了Compound (COMP)、Aave (AAVE) 和Uniswap (UNI) 等項目。

Crypto analyst Altcoin Sherpa has provided his perspective on the potential of DeFi 1.0 tokens in the current market. The analyst discussed projects like Compound (COMP), Aave (AAVE), and Uniswap (UNI), highlighting several characteristics that make these tokens interesting in today’s crypto landscape.

加密貨幣分析師 Altcoin Sherpa 發表了他對 DeFi 1.0 代幣在當前市場潛力的看法。這位分析師討論了Compound（COMP）、Aave（AAVE）和Uniswap（UNI）等項目，強調了使這些代幣在當今加密貨幣領域變得有趣的幾個特徵。

Highlighting the strengths of DeFi 1.0 tokens, Sherpa pointed out their high float and lack of any overhanging supply, as most early investors have already exited their positions.

Sherpa 強調了 DeFi 1.0 代幣的優勢，指出它們的流通量很高，而且沒有任何過剩的供應，因為大多數早期投資者已經退出了頭寸。

DeFi 1.0 has very compelling reasons for buying in this current market. I'm talking about coins like $COMP $AAVE $UNI and those types. (Long)

在當前市場上，購買 DeFi 1.0 有非常令人信服的理由。我說的是像 $COMP $AAVE $UNI 這樣的硬幣和那些類型。 （長的）

Fundamentals:

基本原理：

-High float/no overhanging supply. these are old tokens and all the investors have already jeeted. You DO have to worry…

-高浮動/無懸垂供應。這些都是舊代幣，所有投資者都已經買進了。你確實需要擔心…

— Altcoin Sherpa (@AltcoinSherpa) March 10, 2023

—山寨幣夏爾巴 (@AltcoinSherpa) 2023 年 3 月 10 日

Moreover, these projects continue to play a vital role in the crypto ecosystem, with Aave boasting billions in Total Value Locked (TVL) and Uniswap processing billions in transactions.

此外，這些項目繼續在加密生態系統中發揮至關重要的作用，Aave 擁有數十億美元的總鎖定價值（TVL），Uniswap 處理數十億美元的交易。

The analyst also highlighted the enduring influence of DeFi 1.0 protocols, with many new DeFi projects on various EVM chains essentially being clones of these original platforms.

這位分析師還強調了 DeFi 1.0 協議的持久影響，各種 EVM 鏈上的許多新 DeFi 專案本質上都是這些原始平台的克隆。

“Obviously there are sometimes new features but the core parts still stay the same,” Sherpa explained.

「顯然，有時會有新功能，但核心部分仍然保持不變，」夏爾巴解釋道。

Potential for Fee Switches

費用轉換的潛力

An important narrative shift for DeFi 1.0 tokens is related to fee distribution. Sherpa suggested that if these protocols implement fee switches, token holders could receive rewards from the substantial revenue that these platforms generate. This development could significantly enhance the value proposition of these tokens.

DeFi 1.0 代幣的一個重要的敘述轉變與費用分配有關。 Sherpa 建議，如果這些協議實施費用轉換，代幣持有者可以從這些平台產生的大量收入中獲得獎勵。這一發展可以顯著提高這些代幣的價值主張。

Unlike many newer crypto applications, DeFi 1.0 projects have established user bases and active communities. Sherpa highlighted this as a critical factor.

與許多較新的加密應用程式不同，DeFi 1.0 專案已經建立了用戶群和活躍的社群。夏爾巴人強調這是一個關鍵因素。

“They're also lindy enough to where you can feel pretty safe about many of these staying around for a while.”

“它們也足夠柔軟，讓你可以放心地在其中停留一段時間。”

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Telegram 上的 Notcoin 空投為人們帶來了數百萬美元的收入。不要錯過同一隊的下一個 TG 空投 – Dogs on Ton！

Technical Analysis Perspective

技術分析視角

From a technical standpoint, Sherpa noted that these tokens have been consolidating for about two years, which is a prolonged period of accumulation that often precedes strong price movements. However, he cautioned about potential opportunity costs, as the consolidation might continue for some time.

從技術角度來看，夏爾巴指出，這些代幣已經整合了大約兩年，這是一個長期的累積期，通常先於價格的強勁波動。不過，他對潛在的機會成本提出了警告，因為整合可能會持續一段時間。

Sherpa shared his personal approach to trading these tokens, explaining that he plans to wait for a clear breakout with volume before entering positions.

Sherpa 分享了他個人交易這些代幣的方法，並解釋說他計劃等待交易量出現明顯突破後再建倉。

“Probably won't buy these until I see them do a 2x in price or more and then buy when a clear trend has developed.”

“在我看到它們的價格上漲 2 倍或更多之前，我可能不會購買這些產品，然後在出現明顯趨勢時購買。”

Also Read: This Solana Chart Patterns Indicates 900% SOL Price Rally

另請閱讀：此 Solana 圖表模式表明 SOL 價格上漲 900%

Shift in Market Sentiment

市場情緒轉變

The analyst suggested a potential shift in market sentiment towards these established projects. He noted growing fatigue with newer tokens that have high fully diluted valuations but lack real communities or users. This trend could drive renewed interest in DeFi 1.0 tokens.

分析師表示，市場情緒可能會轉向這些已建立的項目。他指出，人們對較新的代幣越來越感到厭倦，這些代幣具有很高的完全稀釋估值，但缺乏真正的社群或用戶。這一趨勢可能會重新激發人們對 DeFi 1.0 代幣的興趣。