交易員押注川普獲勝將提升他們的“投資吸引力”，DeFi 代幣上漲 30%

UNI 是 11 月 6 日至 7 日最大的贏家之一 — 上漲超過 35%，達到當地高點 9.58 美元 — 而 Lido DAO LDO

Major decentralized finance (DeFi) tokens rallied over 30% as traders expect the Trump administration to strengthen the “investment appeal” of holding “utility” tokens, an industry analyst has told Cointelegraph.

一位行業分析師告訴 Cointelegraph，由於交易員預計川普政府將增強持有“實用”代幣的“投資吸引力”，主要去中心化金融（DeFi）代幣上漲了 30% 以上。

UNI was among the biggest gainers on both Nov. 6 and 7 — surging over 35% to a local high of $9.58 — while Lido DAO (LDO), Ethena (ENA), AAVE and Maker (MKR) all increased well over 20% from their local lows to highs, CoinGecko data shows.

UNI 是11 月6 日至7 日漲幅最大的股票之一，飆升超過35%，達到9.58 美元的局部高點，而Lido DAO (LDO)、Ethena (ENA)、AAVE 和Maker (MKR) 的漲幅均遠超20%。

“Until recently, DeFi tokens have been largely labeled as ‘useless governance tokens,’ tokens which serve no value other than voting on protocol changes via governance voting rights,” explained Charlie Sherry, head of finance and cryptocurrency analyst at BTC Markets, in comments to Cointelegraph.

BTC Markets 財務和加密貨幣分析師主管Charlie Sherry 在評論中解釋道：「直到最近，DeFi 代幣在很大程度上被貼上了『無用的治理代幣』的標籤，這些代幣除了透過治理投票權對協議變更進行投票之外沒有任何價值。

Sherry noted that such “value accrual mechanisms” haven’t been implemented because many DeFi protocols have feared enforcement action from the Securities and Exchange Commission (SEC), pointing to the SEC’s probe into Uniswap Labs as a textbook example.

Sherry 指出，這種「價值累積機制」尚未實施，因為許多 DeFi 協議擔心美國證券交易委員會 (SEC) 採取執法行動，並指出 SEC 對 Uniswap Labs 的調查就是一個教科書般的例子。

However, with Donald Trump clinching the US presidency on Nov. 6 from Vice President Kamala Harris in a landslide victory, which could see a resignation from SEC Chair Gary Gensler as early as December or January, according to 10x Research, both of these together may have sparked a wave of “regulatory optimism,” Sherry said.

然而，根據10x Research 的數據，隨著唐納德·川普(Donald Trump) 於11 月6 日以壓倒性勝利從副總統卡馬拉·哈里斯(Kamala Harris) 手中奪得美國總統寶座，美國證券交易委員會(SEC) 主席加里·詹斯勒(Gary Gensler) 最早可能在12 月或1 月辭職，這兩者加在一起可能會雪莉說，這引發了一股「監管樂觀情緒」。

Top performing tokens over the last 24 hours. Source: CoinGecko

過去 24 小時內表現最好的代幣。來源：CoinGecko

Explaining the value accrual mechanism further, Sherry said lending and borrowing protocol Aave’s “fee switch” proposal would be a “significant step toward creating intrinsic value” for AAVE token holders.

Sherry 在進一步解釋價值累積機制時表示，借貸協議 Aave 的「費用轉換」提案將是 AAVE 代幣持有者「朝著創造內在價值邁出的重要一步」。

Similarly, Sherry noted a portion of fees from Uniswap’s new layer 2 Unichain will also flow to UNI tokenholders — “transforming UNI from a governance token into a utility asset and expanding its investment appeal.”

同樣，Sherry 指出，Uniswap 新的第 2 層 Unichain 的部分費用也將流向 UNI 代幣持有者——“將 UNI 從治理代幣轉變為實用資產，並擴大其投資吸引力。”

The DeFi protocols behind LIDO, ENA, MKR and Frax (FXS) could see similar “value-accruing” changes, too, Sherry pointed out.

Sherry 指出，LIDO、ENA、MKR 和 Frax (FXS) 背後的 DeFi 協議也可能會出現類似的「增值」變化。

Meanwhile, 10x Research’s head of research, Markus Thielen, says DeFi tokens likely rose because some traders adopted the “buy the laggard” strategy — which involves purchasing underperforming assets over the previous year that may become leaders the following year.

與此同時，10x Research 的研究主管Markus Thielen 表示，DeFi 代幣可能會上漲，因為一些交易者採取了「買入落後者」策略，即購買上一年表現不佳、下一年可能成為領先者的資產。

There is also speculation that BlackRock may promote its spot Ether (ETH) exchange-traded fund “more aggressively” in 2025, Thielen told Cointelegraph.

Thielen 告訴 Cointelegraph，也有猜測稱貝萊德可能會在 2025 年「更積極地」推廣其現貨以太幣 (ETH) 交易所交易基金。

Thielen said Ether could reach $3,000 should it successfully break above the $2,700 level.

Thielen 表示，如果以太幣成功突破 2,700 美元，其價格可能會達到 3,000 美元。

Ether is currently trading at $2,845, up 8.5% over the last 24 hours.

以太坊目前交易價格為 2,845 美元，在過去 24 小時內上漲 8.5%。