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根據最近的一份報告,預計到 2025 年,Solana (SOL) 將引領加密貨幣市場的成長,超過以太幣 (ETH) 和比特幣 (BTC)
Standard Chartered has predicted that Solana (SOL) will lead the cryptocurrency market in growth by 2025, outpacing both Bitcoin (BTC) and Ethereum (ETH). In a recent report, the British multinational bank stated that Solana could rise five-fold in value, especially if Donald Trump wins the forthcoming US presidential election.
渣打銀行預測,到 2025 年,Solana (SOL) 將引領加密貨幣市場的成長,超過比特幣 (BTC) 和以太幣 (ETH)。英國跨國銀行在最近的報告中表示,Solana 的價值可能會上漲五倍,特別是如果唐納德·川普贏得即將到來的美國總統大選。
The bank's Global Head of Digital Assets Research, Geoffrey Kendrick, unveiled new valuation metrics for layer-1 blockchains, focusing on Solana and Ethereum. He compared Solana’s current market capitalization to Ethereum when it comes to several historical indicators. For instance, Solana’s market cap to fees ratio is 250x compared to Ethereum which is at 121x.
該銀行數位資產研究全球主管 Geoffrey Kendrick 公佈了第一層區塊鏈的新估值指標,重點關注 Solana 和以太坊。他在幾個歷史指標方面將 Solana 目前的市值與以太坊進行了比較。例如,Solana 的市值與費用比率為 250 倍,而以太坊的市值與費用比率為 121 倍。
This high valuation is driven by market expectations of Solana’s future growth potential, which Kendrick anticipates will be in the range of 100 to 400 times the current throughput of Solana in the coming years. He believes that this growth potential is more likely to be realized under a Trump administration, given the president’s friendly disposition towards digital assets.
這一高估值是由市場對 Solana 未來成長潛力的預期推動的,Kendrick 預計未來幾年將是 Solana 目前吞吐量的 100 至 400 倍。他認為,鑑於川普對數位資產的友好態度,這種成長潛力更有可能在川普政府的領導下實現。
The report also highlights the contrasting token supply and staking yields of Solana and Ethereum. While Ethereum has maintained its position as the leading layer-1 blockchain network, Solana’s increased activity and token price appreciation have raised the question of whether the network might dethrone Ethereum soon. However, Standard Chartered suggests that SOL might be overvalued at the moment in comparison to ETH.
該報告還強調了 Solana 和以太坊的代幣供應和質押收益率的對比。雖然以太坊保持了其作為領先的第一層區塊鏈網路的地位,但 Solana 的活動增加和代幣價格升值引發了該網路是否可能很快取代以太坊的問題。然而,渣打銀行表示,與 ETH 相比,SOL 目前可能被高估。
Solana’s token supply is increased at a rate of 5.5% per annum, compared to Ethereum’s 0.5% per annum. This directly affects real staking returns, with Solana having a yield of 1% and Ethereum having a yield of 2.3%. Another advantage that tips in favor of Ethereum is the presence of developers - 38% of blockchain developers work on the Ethereum ecosystem, compared to only 9% on Solana.
Solana 的代幣供應量以每年 5.5% 的速度增加,而以太幣的年增長率為 0.5%。這直接影響實際的質押回報,Solana 的收益率為 1%,以太坊的收益率為 2.3%。支援以太坊的另一個優勢是開發人員的存在 - 38% 的區塊鏈開發人員在以太坊生態系統上工作,而在 Solana 上這一比例僅為 9%。
The report also analyzes how the U.S. regulatory policies may change in the aftermath of the elections. If the former president Donald Trump were to win, then the analysts predict a more positive environment for the cryptocurrency market, and increased possibilities of the approval of spot-based Solana exchange traded funds (ETFs).
報告也分析了選舉後美國監管政策可能發生的變化。如果前總統川普獲勝,那麼分析師預計加密貨幣市場的環境將更加積極,並且基於現貨的 Solana 交易所交易基金 (ETF) 獲得批准的可能性也會增加。
Based on this assumption, SOL could do better than ETH and BTC. On the other hand, if the new government is led by Kamala Harris, then the regulation could be tighter, with bitcoin likely to lead, ethereum and solana to follow.
基於這個假設,SOL 可以比 ETH 和 BTC 做得更好。另一方面,如果新政府由卡馬拉·哈里斯(Kamala Harris)領導,那麼監管可能會更加嚴格,比特幣可能會領先,以太坊和索拉納緊隨其後。
However, Standard Chartered remains optimistic about cryptocurrency in general, which is in contrast with the two previous forecasts. The bank believes that Ethereum will trade at $7,000 by the end of 2025 if Harris is the president and up to $10,000 if Trump is still in power. At the same time, Bitcoin is expected to jump to $200,000 by the same year-end, regardless of the election results.
不過,渣打銀行整體對加密貨幣仍持樂觀態度,這與先前的兩次預測形成鮮明對比。該銀行認為,如果哈里斯擔任總統,到 2025 年底,以太坊的交易價格將達到 7,000 美元,如果川普仍然掌權,以太坊的交易價格將達到 10,000 美元。同時,無論選舉結果如何,比特幣預計到年底將躍升至 20 萬美元。
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