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無論誰在 11 月當選總統,該銀行的分析師總體上仍然看好比特幣和加密貨幣。
Solana (SOL) appears overvalued relative to Ethereum (ETH) based on several metrics, but the relative performance of each token and bitcoin (BTC) will depend on who becomes the next U.S. president, according to a Tuesday report by Standard Chartered Bank.
根據渣打銀行週二的一份報告,根據多個指標,Solana (SOL) 相對於以太坊(ETH) 似乎被高估,但每種代幣和比特幣(BTC) 的相對錶現將取決於誰成為下一任美國總統。
Led by Geoff Kendrick, the global head of digital assets research, the bank’s analysts expect more favorable crypto regulations and higher chances of approval for spot-based solana ETFs if Donald Trump gets elected, while a Kamala Harris-led administration could be不利 to smaller, riskier cryptocurrencies.
在數位資產研究全球主管傑夫·肯德里克(Geoff Kendrick) 的帶領下,該銀行的分析師預計,如果唐納德·川普當選,將會有更有利的加密貨幣監管,現貨solana ETF 獲得批准的機會也會更高,而卡馬拉·哈里斯(Kamala Harris) 領導的政府可能對小型企業不利。
As such, the team predicts SOL to be the best performer of the three in a Trump administration, followed by ether and then bitcoin. In a Harris administration, expect the opposite, said StanChart, with bitcoin leading ether and sol bringing up the rear.
因此,該團隊預測 SOL 將成為川普政府三者中表現最好的,其次是以太幣,然後是比特幣。渣打銀行表示,在哈里斯政府中,預期情況會相反,比特幣領先以太坊,而索爾則位居最後。
The bank’s analysts, however, remain bullish on crypto no matter who wins the November election, seeing ether rallying to $7,000 by the end of 2025 in a Harris administration and $10,000 under Trump. The bank previously had a year-end 2025 ETH price target of $14,000.
然而,無論誰贏得11 月的大選,該銀行的分析師仍然看好加密貨幣,預計到2025 年底,在哈里斯政府領導下,以太坊價格將上漲至7,000 美元,而在川普領導下,以太坊價格將上漲至10,000 美元。該銀行先前設定的 2025 年底 ETH 目標價為 14,000 美元。
Bitcoin could surge to $200,000 during the same period, regardless of who gets elected, the report said.
報導稱,無論誰當選,比特幣在同一時期都可能飆升至 20 萬美元。
Solana overvalued versus ETH
Solana 相對 ETH 被高估
Ethereum has been the dominant layer-1 network for blockchain applications, but Solana’s increasing blockchain activity and sol’s rapid price surge convinced many crypto observers that a change in leadership is due.
以太坊一直是區塊鏈應用程式的主導第一層網絡,但 Solana 不斷增加的區塊鏈活動和 sol 的快速價格飆升讓許多加密貨幣觀察家相信領導層的變化是時候發生了。
While crypto valuations aren’t standardized as in traditional assets, Standard Chartered analysts noted several metrics that showed sol being overvalued compared to ether.
雖然加密貨幣的估值不像傳統資產那樣標準化,但渣打銀行分析師指出,一些指標顯示 sol 與以太幣相比被高估。
Sol’s ratio of market capitalization versus network fee revenues is 250, more than double than ETH’s 121. Solana’s supply grows around 5.5% annually, while ETH’s token inflation rate stands around 0.5% a year, they added. Higher inflation means that sol’s real staking yield is 1%, compared to ETH’s 2.3%. Meanwhile, 38% of all established developers in the blockchain industry work on the Ethereum ecosystem, with Solana claiming a 9% share.
Sol 的市值與網路費用收入之比為 250,是 ETH 121 的兩倍多。較高的通膨意味著 sol 的實際質押收益率為 1%,而 ETH 為 2.3%。同時,區塊鏈產業中 38% 的成熟開發者致力於以太坊生態系統,其中 Solana 佔 9% 的份額。
“Sol valuation metrics suggest the market is pricing in a very bright growth future for Solana, with a 100-400x increase in throughput expected,” said Kendrick. “Such valuations would be easier to justify under a Trump administration than a Harris one,” he added.
Kendrick 表示:“Sol 估值指標表明,市場定價 Solana 的成長前景非常光明,吞吐量預計將成長 100-400 倍。”他補充說:“在川普政府領導下,這種估值比哈里斯政府更容易證明其合理性。”
In order to uphold its current valuation, Solana will need to claim dominance in multiple crypto sectors with high traffic such as finance, consumer and decentralized physical infrastructure (DePIN) and activate the Firedancer client that allows increased efficiency, the report said.
報告稱,為了維持目前的估值,Solana 將需要在金融、消費者和去中心化實體基礎設施 (DePIN) 等多個高流量加密領域佔據主導地位,並啟動 Firedancer 客戶端以提高效率。
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