2024 年 Polkadot (DOT) 價格預測：DOT 今年下跌 20% 後能否恢復？

由於對其生態系統的擔憂仍然存在，2024 年 Polkadot 的價格落後於其他領先的 Layer 1 代幣。 DOT今年跌幅超20%

Polkadot (CRYPTO: DOT) price has underperformed other leading layer 1 tokens in 2024 amid concerns about the relative weakness of its ecosystem.

由於擔心其生態系統相對薄弱，Polkadot（CRYPTO：DOT）價格在 2024 年表現落後於其他領先的 Layer 1 代幣。

While tokens like Ethereum (CRYPTO: ETH), Tron (CRYPTO: TRX), Toncoin (CRYPTO: TON), and BNB (CRYPTO: BNB) have risen by double digits this year, DOT has dropped by over 20%.

雖然以太坊 (CRYPTO: ETH)、Tron (CRYPTO: TRX)、Toncoin (CRYPTO: TON) 和 BNB (CRYPTO: BNB) 等代幣今年上漲了兩位數，但 DOT 卻下跌了 20% 以上。

Here's a closer look at why Polkadot has underperformed the market and why one crypto analyst is bullish on the token despite this underperformance.

以下是 Polkadot 表現不佳的原因以及為什麼加密貨幣分析師儘管表現不佳但仍看好該代幣的原因。

Polkadot Ecosystem Performance

Polkadot 生態系統效能

One of the main reasons for Polkadot's underperformance is a general belief that it has a relatively weak ecosystem compared to peers like Ethereum and Solana (CRYPTO: SOL).

Polkadot 表現不佳的主要原因之一是人們普遍認為，與以太坊和 Solana（加密貨幣：SOL）等同行相比，它的生態系統相對較弱。

For instance, Ethereum boasts some of the largest players in the industry in its ecosystem. Some of the key protocols in the Ethereum ecosystem include Lido (CRYPTO: LDO), Maker (CRYPTO: MKR), Compound (CRYPTO: COMP), RocketPool (CRYPTO: RPL), Uniswap (CRYPTO: UNI), and Aave (CRYPTO: AAVE).

例如，以太坊在其生態系統中擁有一些業內最大的參與者。以太坊生態系統中的一些關鍵協議包括Lido (CRYPTO: LDO)、Maker (CRYPTO: MKR)、Compound (CRYPTO: COMP)、RocketPool (CRYPTO: RPL)、Uniswap (CRYPTO: UNI) 和Aave (CRYPTO: UNI )亞夫）。

Solana, on the other hand, is home to most of the popular meme coins like dogwifhat (CRYPTO: WIF), Popcat (CRYPTO: POP), and Book of Meme (CRYPTO: BOME). It also has fast-growing decentralized exchange (DEX) exchanges like Raydium (CRYPTO: RAY), Orca (CRYPTO: ORC), and Jupiter (CRYPTO: JUP) in its ecosystem.

另一方面，Solana 是大多數流行 Meme 幣的所在地，例如 Dogwifhat (CRYPTO: WIF)、Popcat (CRYPTO: POP) 和 Book of Meme (CRYPTO: BOME)。它的生態系中還擁有快速成長的去中心化交易所 (DEX)，例如 Raydium (CRYPTO: RAY)、Orca (CRYPTO: ORC) 和 Jupiter (CRYPTO: JUP)。

A look at third-party data shows that Polkadot's ecosystem has not been as vibrant. For example, Acala Network's total value locked (TVL) has dropped to around $60 million, with the amount of stablecoins in the platform at just $61,000.

第三方數據顯示，Polkadot 的生態系統並沒有那麼活躍。例如，Acala Network 的總鎖定價值（TVL）已降至 6,000 萬美元左右，平台中的穩定幣數量僅為 61,000 美元。

Other parts of the Polkadot ecosystem like Centrifuge (CRYPTO: CFG), Interlay (CRYPTO: INTR), and HydraDX (CRYPTO: HDX) have also seen little traction among developers and investors.

Polkadot 生態系統的其他部分，如 Centrifuge (CRYPTO: CFG)、Interlay (CRYPTO: INTR) 和 HydraDX (CRYPTO: HDX) 也沒有受到開發商和投資者的關注。

Crypto Analyst Bullish On Polkadot Price

加密貨幣分析師看好 Polkadot 價格

Despite this gloom, one of the more notable crypto experts has a bullish stance on the token. In an X post, Rekt Finance noted that Polkadot is his favorite layer 1 crypto right now.

儘管存在這種悲觀情緒，但一位最著名的加密貨幣專家對該代幣仍持看漲立場。 Rekt Finance 在 X 貼文中指出，Polkadot 是他目前最喜歡的第 1 層加密貨幣。

He cited the fact that Polkadot had entered the artificial intelligence (AI) race through platforms like Phala Network (CRYPTO: PHA) and Origin Trail (CRYPTO: OTR).

他列舉了 Polkadot 已透過 Phala Network (CRYPTO: PHA) 和 Origin Trail (CRYPTO: OTR) 等平台進入人工智慧 (AI) 競賽的事實。

Phala Network, a platform on Polkadot, has started to offer AI coprocessor solutions with over 34k online workers and 150,880 vCPU in its network. Its solution helps developers build AI agents that closely integrate with on-chain smart contracts.

Phala Network 是 Polkadot 上的平台，已開始提供 AI 協處理器解決方案，其網路中擁有超過 34,000 個線上工作人員和 150,880 個 vCPU。其解決方案可協助開發人員建立與鏈上智慧合約緊密結合的人工智慧代理。

OriginTrail, on the other hand, provides verifiable internet for AI with Decentralized Knowledge Graph (DKG). It does that by leveraging the synergies of crypto, internet, and artificial intelligence technologies. By doing that, it helps to address challenges like misinformation, data ownership, and intellectual property.

另一方面，OriginTrail 透過去中心化知識圖（DKG）為人工智慧提供可驗證的網路。它透過利用加密貨幣、互聯網和人工智慧技術的協同作用來做到這一點。透過這樣做，它有助於解決錯誤訊息、數據所有權和智慧財產權等挑戰。

Polkadot has also moved into the Real-World Asset (RWA) tokenization, which is expected to be a multi-billion dollar industry. Some of the RWA platforms in its ecosystem are Centrifuge, Energy Web (CRYPTO: EWT), and Phyken Network (CRYPTO: PHK).

Polkadot 也進入了現實世界資產（RWA）代幣化領域，預計這將是一個價值數十億美元的產業。其生態系統中的一些 RWA 平台包括 Centrifuge、Energy Web（加密貨幣：EWT）和 Phyken Network（加密貨幣：PHK）。

Still, while Rekt is bullish on Polkadot, its recovery will likely depend on the performance of Bitcoin (CRYPTO: BTC) and the vibrancy of its ecosystem.

儘管如此，儘管 Rekt 看好 Polkadot，但其復甦可能取決於比特幣（加密貨幣：BTC）的表現及其生態系統的活力。