2021年多頭階段性高點後創本週期新高的十種代幣

或：Babywhale、Techub 新聞

After the U.S. Securities and Exchange Commission approved the Bitcoin spot ETF, many people expected a market scene of "tens of thousands of coins rising together" like in 2021, but the reality gave a heavy blow: except for Bitcoin directly reaching $100,000, a large number of "altcoins" that shined in the last bull market not only failed to set new highs in this round of market, but are still hovering at the bottom.

在美國證監會批准比特幣現貨ETF後，許多人都期待像2021年那樣「萬幣齊漲」的市場場景，但現實卻給予了沉重打擊：除了比特幣直接衝破10萬美元，上一輪牛市中大放異彩的一批「山寨幣」在本輪行情中不但未能再創新高，反而仍在底部徘徊。

To some extent, this may also indicate that as cryptocurrency investment gradually becomes mainstream in the United States, new funds will be concentrated on high-quality targets, just like U.S. stocks. In this round of market, some tokens that once reached the peak in the previous bull market have once again become the darlings of profit seekers in this round. The author has counted some tokens that hit a new high in this round after hitting a staged high in the 2021 bull market, but the scope of understanding is limited and may not cover all tokens that meet this situation.

某種程度上，這或許也預示著，隨著加密貨幣投資在美國逐漸成為主流，新基金將像美股一樣，集中投資優質標的。在本輪行情中，一些在上一輪牛市中曾經達到頂峰的代幣，在本輪中再次成為了獲利者的寵兒。作者統計了一些在2021年牛市中創下階段性高點後本輪再創新高的代幣，但了解範圍有限，可能無法涵蓋所有符合這種情況的代幣。

SUN

太陽

In 2021, when "Alt L1" was very popular, EVM-compatible L1s including Fantom, NEAR, Avalanche, etc. took over the overflow traffic due to the high cost of Ethereum Gas. In this, Solana did not follow the trend, but rebuilt an ecosystem outside of EVM. With the support of SBF, the founder of FTX, which was at its peak at the time, and the team's own operations, the price of SOL soared from less than $1 when it was first listed on the exchange to over $200.

在「Alt L1」非常受歡迎的 2021 年，包括 Fantom、NEAR、Avalanche 等 EVM 相容的 L1 由於以太坊 Gas 成本高昂而接管了溢出流量。在此，Solana並沒有隨波逐流，而是在EVM之外重建了一個生態系。在當時正值巔峰的FTX創始人SBF的支持以及團隊自身的運營下，SOL的價格從剛上線交易所時的不足1美元飆升至200多美元。

But then, as the overall market went from crazy to calm, coupled with the collapse of FTX, SBF, one of Solana’s biggest supporters, was imprisoned, SOL fell to around US$7, and well-known NFT projects on Solana left one after another. Many investors believed that Solana’s story might end here.

但隨後，隨著整體市場從瘋狂走向平靜，加上FTX崩盤，Solana最大支持者之一SBF入獄，SOL跌至7美元左右，Solana上知名NFT計畫紛紛離開。許多投資者認為，Solana 的故事可能到此結束。

To the surprise of these people, in this cycle, Solana has regained new vitality thanks to the rise of Meme. Coupled with the rise of several ecological projects such as the re-staking project Jito, the price of SOL has been rising all the way and broke through the high of nearly US$260 set in early November 2021 nearly a week ago.

讓這些人驚訝的是，在這個週期中，Solana 得益於 Meme 的崛起，重新獲得了新的活力。加上重新質押項目Jito等多個生態項目的崛起，SOL的價格一路上漲，並在近一周前突破了2021年11月初創下的近260美元的高位。

BNB

幣安銀行

As the only public chain among "exchange platform coins" that has truly achieved ecological diversification, BNB issued by Binance has been impressive both in its "resistance to decline" in the bear market and its rise in the bull market. In the bear market of 2022, BNB fell all the way from its highest level of around $660 in May 2021 to below $200. Although the decline is not small, compared with many tokens that have fallen by more than 90% or even almost to zero, BNB can be regarded as an asset with a higher "value preservation rate".

作為“交易平台幣”中唯一真正實現生態多元化的公鏈，幣安發行的BNB無論是在熊市中的“抗跌”，還是在牛市中的崛起，都令人印象深刻。 2022年熊市中，BNB從2021年5月660美元左右的最高位一路下跌至200美元以下。雖然跌幅不小，但與許多跌幅超過 90% 甚至幾乎為零的代幣相比，BNB 算得上是「保值率」較高的資產。

Later, with the market recovery and Binance launching Launchpool and Launchpad projects at an almost crazy frequency, BNB also continued to advance and broke through the price high of the previous bull market on June 24 this year, reaching a maximum of US$700. Compared with the dismal exit of Huobi's HECO Network, BNB still has a lot of potential value worth further exploration both within the exchange and on the BNB Chain.

隨後，隨著市場回升以及幣安以近乎瘋狂的頻率推出Launchpool和Launchpad項目，BNB也持續上揚，並於今年6月24日突破了此前牛市的價格高點，最高達到700美元。與火幣HECO Network的慘淡退出相比，BNB無論是在交易所內部還是在BNB Chain上，仍然有很多值得進一步挖掘的潛在價值。

TRX

TRX

The record high of Tron token TRX in this cycle is both unexpected and reasonable. The issuance of USDT has approached 140 billion, and Tron has been the first choice for USDT transfer for quite a long time. Although Tron has been surpassed by Ethereum in USDT issuance and is obviously inferior to Ethereum in actual application scenarios, it has to be admitted that at least in terms of capital flow, Tron is still the only choice for USDT holders.

本週期Tron代幣TRX創歷史新高既是意料之外，又在情理之中。 USDT發行量已逼近1400億，波場Tron在相當長的一段時間裡都是USDT轉帳的首選。雖然Tron在USDT發行量上已經被以太坊超越，在實際應用場景上明顯遜於以太坊，但不得不承認，至少在資金流向上，Tron仍然是USDT持有者的唯一選擇。

According to DefiLlama data, the TVL on Tron is about $7.555 billion at the time of writing this article, and the figure once exceeded $10 billion in March this year. The price of TRX reached a high of $0.18 on April 17, 2021. Three and a half years later, on November 12, two weeks ago, TRX hit a new high and rose to more than $0.22 in the following days.

根據 DefiLlama 數據，截至撰寫本文時，波場的 TVL 約為 75.55 億美元，今年 3 月一度突破 100 億美元。 TRX的價格在2021年4月17日達到0.18美元的高點。

TON

噸

The emergence of TON can be traced back to the ICO era, when Telegram raised $1.7 billion for its token Grams through ICO financing and planned to launch The Open Network (TON), but a lawsuit from the SEC put everything on hold. This typical SEC-style lawsuit, which looked like securities in every way, was not finally settled until 2020, and Telegram also paid the price of not being able to continue the development of TON.

TON 的出現可以追溯到 ICO 時代，當時 Telegram 透過 ICO 融資為其代幣 Grams 籌集了 17 億美元，併計劃推出開放網路（TON），但來自 SEC 的訴訟讓一切擱置。這場典型的 SEC 式訴訟，無論從哪方面看都像證券，直到 2020 年才最終塵埃落定，Telegram 也付出了無法繼續發展 TON 的代價。

After

後