儘管市場在 30 天圖表上呈現紅色，但加密貨幣玩笑稱牛市才剛開始

這位分析師引用了一條推文，指出山寨幣的運行通常會在減半後 500 天左右達到峰值，這將使峰值出現在明年年中左右。

A market overview, highlighting opportunities in niches beyond meme coins and upcoming games.

市場概覽，重點介紹模因幣和即將推出的遊戲之外的利基市場機會。

Key Takeaways:

要點：

- Despite the overall market showing red on 30-day charts, one analyst has seen this as an opportunity to focus on niches beyond the current trend of accumulating meme coins.

- 儘管整體市場在 30 天圖表上呈現紅色，但一位分析師認為這是一個機會，可以關注當前累積迷因幣趨勢之外的利基市場。

- According to Crypto Banter, the bull market is just beginning. The analyst referenced a tweet thread, pointing out that altcoin runs typically peak about 500 days after a halving, which would place the peak around mid-next year.

- 根據 Crypto Banter 的說法，牛市才剛開始。這位分析師引用了一條推文，指出山寨幣的運行通常會在減半後 500 天左右達到峰值，這將使峰值出現在明年年中左右。

- The analyst noted that across the market, Blendr has shown some recovery after significant FUD, gaining 12% despite being down 500% for the week. He believes the FUD was largely unwarranted and expects Blendr to bounce back.

- 分析師指出，在整個市場中，Blendr 在經歷了重大 FUD 後已顯示出一些復甦，儘管本週下跌了 500%，但仍上漲了 12%。他認為 FUD 在很大程度上是沒有根據的，並預計 Blendr 會反彈。

- Explaining his top RWA play, he mentioned Mantra, which has seen a 20% gain this week and a 48% gain over the month. Mantra is the only RWA coin in his portfolio, and he sees upside potential when comparing its market cap to something like Ando. He advised not to obsess over short-term price action but to focus on the top of the cycle. If Bitcoin reaches anywhere from $100K to $150K this cycle, altcoins are expected to see major runs.

- 在解釋他的頂級 RWA 策略時，他提到了 Mantra，該股本週上漲了 20%，本月上漲了 48%。 Mantra 是他投資組合中唯一的 RWA 代幣，在將其市值與 Ando 等產品進行比較時，他看到了上漲的潛力。他建議不要沉迷於短期價格走勢，而應關注週期的頂部。如果比特幣在本週期達到 10 萬美元到 15 萬美元，山寨幣預計將大幅上漲。

- Upcoming Games: He discussed the upcoming alpha test for CUS and praised Xena as one of the few mobile crypto games worth keeping. He also listed several other promising games: Maavia, Honeyland, King of Destiny from InfiniGods, NFL Rivals from Mythical Games, and Pudgy Penguins, which is set to collaborate with Mythical Games. He encouraged trying out Xena, available on the App Store. He also said that Arbitrum recently approved a $215 million gaming fund to expand the adoption of Arbitrum Orbit and Stylus among builders and players.

- 即將推出的遊戲：他討論了 CUS 即將進行的 alpha 測試，並稱讚 Xena 是少數值得保留的行動加密遊戲之一。他還列出了其他幾款有前途的遊戲：InfiniGods 的 Maavia、Honeyland、King of Destiny、Mythical Games 的 NFL Rivals 以及即將與 Mythical Games 合作的 Pudgy Penguins。他鼓勵嘗試 Xena（可在 App Store 上找到）。他還表示，Arbitrum 最近批准了一項 2.15 億美元的遊戲基金，以擴大 Arbitrum Orbit 和 Stylus 在開發者和玩家中的採用。

- Solana Games: The analyst observed that Solana games like Honeyland and Crown have been undervalued despite their strong user bases and major updates.

- Solana Games：分析師觀察到，Honeyland 和 Crown 等 Solana 遊戲儘管擁有強大的用戶基礎和重大更新，但仍被低估。

- AI and Gaming Coins: The analyst identified a prime buying opportunity in AI coins, noting their current low prices. He listed Render, Tau, Prime, Blendr, and Desync as undervalued and worth accumulating.

- 人工智慧和遊戲幣：分析師指出了人工智慧幣的主要購買機會，並指出它們目前的價格較低。他將 Render、Tau、Prime、Blendr 和 Desync 列為被低估且值得累積的。