Grayscale Research 公佈了 20 種預計在 2024 年第四季表現良好的加密貨幣

Grayscale 的研究團隊公佈了預計在 2024 年最後一個季度表現良好的前 20 種加密貨幣。

Grayscale unveiled its Top 20 digital assets across Crypto Sectors that had potential in Q4 based on token-specific fundamentals and trending market themes.

Grayscale 根據特定代幣的基本面和趨勢市場主題，公佈了其在第四季度具有潛力的加密行業前 20 種數位資產。

The report included six new altcoins, Celo, Optimism, Sui, UMA Protocol, Helium, and Bittensor. Grayscale replaced Raydium, THORChain, Illuvium, Render, Mantle, and Pendle with the new altcoins.

該報告包括六種新的山寨幣：Celo、Optimism、Sui、UMA Protocol、Helium 和 Bittensor。 Grayscale 以新的山寨幣取代了 Raydium、THORChain、Illuvium、Render、Mantle 和 Pendle。

The report used the FTSE Grayscale Crypto Sectors Index Series to measure, monitor, and provide a comprehensive framework for understanding the underlying technology in digital assets. Grayscale's research team explained that the framework was designed to update and rebalance the evolving digital assets marketplace. The last quarterly process ended on September 20.

該報告使用富時灰階加密產業指數系列來衡量、監控並提供一個全面的框架來了解數位資產的基礎技術。 Grayscale 的研究團隊解釋說，該框架旨在更新和重新平衡不斷發展的數位資產市場。最後一個季度流程於 9 月 20 日結束。

The research team recognized Sui for its 80% surge in transaction speed and Bittensor for its enhancement of AI and crypto integration. Grayscale debuted the Grayscale Sui Trust and the Grayscale Bittensor Trust last month to reaffirm its faith in the altcoins’ outstanding performance and great growth potential.

研究團隊認可了 Sui 的交易速度提升了 80%，以及 Bittensor 增強了人工智慧和加密貨幣整合的能力。 Grayscale 上個月推出了 Grayscale Sui Trust 和 Grayscale Bittensor Trust，以重申其對山寨幣優異表現和巨大成長潛力的信心。

Ethereum Layer 2 solutions Celo (mobile-first chain) and Optimism, as well as UMA supporting the Polymarket prediction platform, were included in the list. The research team noticed them for their projected contributions to payment solutions, scaling solutions, and the transparent, decentralized resolution of market outcomes, respectively. Helium, on the other hand, was recognized for its specialization in DePIN (decentralized physical infrastructure networks).

以太坊第 2 層解決方案 Celo（行動優先鏈）和 Optimism，以及支援 Polymarket 預測平台的 UMA 均包含在清單中。研究團隊注意到他們分別對支付解決方案、擴展解決方案以及市場結果的透明、去中心化解決方案的預期貢獻。另一方面，Helium 因其在 DePIN（去中心化實體基礎設施網路）方面的專業性而受到認可。

Grayscale's report suggested including digital assets like Solana, Bitcoin, Ether, Toncoin, Uniswap, and Chainlink in the Q4 portfolio. The digital assets were recommended due to their good historical performance.

Grayscale 的報告建議將 Solana、比特幣、以太幣、Toncoin、Uniswap 和 Chainlink 等數位資產納入第四季度的投資組合中。數位資產因其良好的歷史表現而被推薦。

The report also revealed that Ethereum had gained 13%, outperforming other major digital assets. Bitcoin dominated the Currencies sector, while Ethereum faced stiff competition within the Smart Contract Platforms sector. Alternative smart contract platforms like Near, Solana, Tron, and Toncoin also gained traction in 2024. Grayscale's analysis also projected the growth of the entire smart contract platform sector in Q4

該報告還顯示，以太坊上漲了 13%，跑贏其他主要數位資產。比特幣在貨幣領域佔據主導地位，而以太坊在智慧合約平台領域面臨激烈的競爭。 Near、Solana、Tron 和 Toncoin 等替代智能合約平台也在 2024 年獲得了關注。

The research team also warned that investing in crypto assets was risky. According to Grayscale, factors like smart contract vulnerabilities and regulatory uncertainties added more risk to crypto investing. The team also cautioned potential investors about the inherent risks of high market volatility.

研究團隊還警告說，投資加密資產是有風險的。據 Grayscale 稱，智能合約漏洞和監管不確定性等因素增加了加密貨幣投資的風險。該團隊也提醒潛在投資者註意市場高波動性的固有風險。