專家分析師 Miles Deutscher 立即出售 ONDO、SOL、POL 和這 2 種山寨幣 – 原因如下

Miles Deutscher 是一位受歡迎的加密貨幣 YouTuber，他列出了他將出售的加密貨幣清單，因為他認為有更好的選擇可以變得更多

Miles Deutscher, a popular crypto YouTuber, has identified several cryptocurrencies that he would be selling due to the presence of better investment opportunities in the market. Here's a summary of his analysis:

Miles Deutscher 是一位受歡迎的加密貨幣 YouTuber，他已經確定了幾種由於市場上有更好的投資機會而將出售的加密貨幣。以下是他的分析摘要：

1. Real-World Assets (RWA): Miles would be rotating from ONDO, which has performed exceptionally well this cycle but now faces challenges with its high valuation ($20 billion) and an upcoming billion-dollar token unlock. Instead, he would be considering CHEX (Chintai), a real-world asset tokenization platform valued at $770 million.

1. 現實世界資產（RWA）：Miles 將從 ONDO 輪換，ONDO 在本週期表現異常出色，但現在面臨高估值（200 億美元）和即將解鎖的 10 億美元代幣的挑戰。相反，他會考慮 CHEX (Chintai)，這是一個價值 7.7 億美元的現實資產代幣化平台。

2. Layer 1 (L1) Tokens: While Solana has been a strong performer, Miles is shifting some exposure toward Ethereum due to market dynamics and Smiley Capital's analysis suggesting ETH may not go lower than $4,000. For higher-risk opportunities in the L1 space, he highlights Hyper Liquid, which is valued at $9 billion compared to Solana's $105 billion.

2. Layer 1 (L1) 代幣：雖然 Solana 一直表現強勁，但由於市場動態和 Smiley Capital 的分析表明 ETH 價格可能不會低於 4,000 美元，Miles 正在將部分投資轉向以太坊。對於 L1 領域的高風險機會，他重點介紹了 Hyper Liquid，該公司的估值為 90 億美元，而 Solana 的估值為 1,050 億美元。

3. Layer 2 (L2) Tokens: Despite Polygon's strong gaming ecosystem, Miles is considering Mode, a company that operates in the AI agent space, due to its unique position and potential for higher upside (10x) compared to Polygon.

3. 第2 層(L2) 代幣：儘管Polygon 擁有強大的遊戲生態系統，但Miles 仍在考慮Mode，這是一家在人工智慧代理領域運營的公司，因為與Polygon 相比，Mode 具有獨特的地位和更高的上升空間（10 倍）潛力。

4. Artificial Intelligence (AI) Sector: Miles observes a shift toward agent-focused protocols in the AI sector. He highlights Artificial Superintelligence Alliance (FET) at a $4.5 billion valuation, and newer projects like Virtuals Protocol ($2.7 billion) and Spectral ($119 million) in the "agent narrative."

4. 人工智慧 (AI) 領域：Miles 觀察到人工智慧領域正在轉向以代理為中心的協議。他在「代理敘事」中強調了人工智慧超級智慧聯盟 (FET) 的估值為 45 億美元，以及 Virtuals Protocol（27 億美元）和 Spectral（1.19 億美元）等新項目。

5. Decentralized Physical Infrastructure Networks (DePIN) and Gaming Tokens: In the DePIN sector, Miles notes RENDER's impressive price increase but highlights newer competitors like PinLink, which combines AI, gaming, and DePIN. In the gaming sector, he observes a shift away from traditional gaming tokens like IMX, GALA, SAND, and MANA toward newer projects like Beam, Superverse, and Echelon Prime.

5. 去中心化實體基礎設施網路(DePIN) 和遊戲代幣：在DePIN 領域，Miles 指出RENDER 的價格上漲令人印象深刻，但也強調了PinLink 等新的競爭對手，它結合了人工智慧、遊戲和DePIN。在遊戲領域，他觀察到從 IMX、GALA、SAND 和 MANA 等傳統遊戲代幣轉向 Beam、Superverse 和 Echelon Prime 等新項目的趨勢。