Grayscale Research 公佈第四季潛力巨大的 20 種數位資產

Grayscale Research 公佈了今年第四季具有巨大潛力的 20 種數位資產清單。

Grayscale has unveiled its list of 20 digital assets with high potential for Q4, with six new cryptocurrencies being added.

Grayscale 公佈了第四季度具有高潛力的 20 種數位資產清單，其中增加了 6 種新的加密貨幣。

Grayscale Research unveiled a list of 20 digital assets that they believe hold strong potential for the fourth quarter of the year. In compiling this list, Grayscale considered upcoming catalysts, trending market themes, and token-specific fundamentals. Six new cryptocurrencies were added to the list, including Sui (SUI), Optimism (OP), Helium (HNT), Bittensor (TAO), UMA Protocol (UMA), and Celo (CELO).

Grayscale Research 公佈了一份包含 20 種數位資產的清單，他們認為這些資產在今年第四季具有強大的潛力。在編制此列表時，灰度考慮了即將到來的催化劑、趨勢市場主題和特定代幣的基本面。清單中新增了六種新的加密貨幣，包括 Sui (SUI)、Optimism (OP)、Helium (HNT)、Bittensor (TAO)、UMA Protocol (UMA) 和 Celo (CELO)。

Recently, CNF reported on SUI’s significant price surge of over 50% in just seven days, which was largely attributed to Grayscale's SUI Trust and rising institutional interest. In line with this momentum, Grayscale Research announced its Top 20 digital assets for Q4, which they believe hold strong potential due to key catalysts, market trends, and token-specific fundamentals—SUI being a prime example of this upward trend.

最近，CNF 報告稱，SUI 價格在短短 7 天內大幅飆升超過 50%，這在很大程度上歸功於灰度的 SUI 信託和機構興趣的上升。與這一勢頭相一致，Grayscale Research 公佈了第四季度的前20 名數位資產，他們認為，由於關鍵催化劑、市場趨勢和特定代幣的基本面，這些資產具有強大的潛力——SUI 就是這種上升趨勢的典型例子。

Grayscale Research announced its Top 20 list featuring assets that, in our view, have high potential* for Q4 based on upcoming catalysts, trending market themes, and token-specific fundamentals.

Grayscale Research 公佈了前 20 名資產名單，我們認為，根據即將到來的催化劑、趨勢市場主題和特定代幣的基本面，這些資產在第四季度具有很高的潛力*。

Read the full Report: https://t.co/CAfxiF18kH pic.twitter.com/QwpySro7Ne

閱讀完整報告：https://t.co/CAfxiF18kH pic.twitter.com/QwpySro7Ne

— Grayscale (@Grayscale) September 26, 2024

- 灰階 (@Grayscale) 2024 年 9 月 26 日

Highlighted New Additions

突出顯示的新增內容

Sui and Optimism stand out for their high-performance infrastructure. Grayscale highlighted that Sui, a third-generation blockchain, has outpaced Solana in transaction speed, while Optimism is notable for its “Superchain” network, which shares a common open-source tech stack.

Sui 和 Optimism 因其高性能基礎設施而脫穎而出。 Grayscale 強調，第三代區塊鏈 Sui 在交易速度上超過了 Solana，而 Optimism 則以其共享通用開源技術堆疊的「Superchain」網路而聞名。

Other promising assets include UMA, which may benefit from prediction markets like Polymarket, and Celo, poised to rise with stablecoin adoption. Helium's IoT-focused network was highlighted for its revenue generation, while Bittensor is viewed as an AI play, merging blockchain and artificial intelligence for decentralized solutions.

其他有前途的資產包括 UMA，它可能會受益於 Polymarket 等預測市場，而 Celo 則有望隨著穩定幣的採用而崛起。 Helium 以物聯網為中心的網路因其創造收入而備受矚目，而 Bittensor 則被視為人工智慧遊戲，將區塊鏈和人工智慧融合在一起以提供去中心化解決方案。

Assets Dropping from the List and BTC Price

跌出資產及BTC價格

Some digital assets, such as ThorChain (RUNE) and Raydium (RAY), have fallen out of Grayscale's top 20 for this quarter as the asset manager adjusts its outlook for Q4.

隨著資產管理公司調整第四季的前景，ThorChain (RUNE) 和 Raydium (RAY) 等一些數位資產已跌出本季 Grayscale 的前 20 名。

Building on recent CNF coverage of the Grayscale Bitcoin Trust's record-breaking 72-day outflow, discussions have emerged about whether BTC's price could drop below $60,000. However, current data from CoinMarketCap shows BTC trading at $65,563.75, with a 1.86% price increase over the last day and a 3.36% gain over the past week, indicating continued resilience in the market.

基於 CNF 最近對灰階比特幣信託基金創紀錄的 72 天資金流出的報道，人們開始討論 BTC 的價格是否可能跌破 6 萬美元。然而，CoinMarketCap 目前的數據顯示，BTC 交易價格為 65,563.75 美元，較上日上漲 1.86%，較上週上漲 3.36%，顯示市場持續彈性。