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最近,加密货币市场一直处于下跌趋势。因此,许多投资者开始退出一些顶级山寨币的头寸。
As the crypto market continues to trend down, many investors are pulling out of positions in some of the top altcoins. Whether or not this is a wise move will ultimately be determined by time. However, I do believe that this is an opportune moment to capitalize on the recent volatility and accumulate some promising projects before the market potentially shifts bullish once again.
随着加密货币市场持续下跌,许多投资者正在撤出一些顶级山寨币的头寸。这是否明智之举,最终将由时间来决定。然而,我确实相信,现在是利用近期波动并在市场可能再次看涨之前积累一些有前途的项目的好时机。
I anticipate this reversal could occur in late-2024 or early-2025, as rate cuts align with an increase in Bitcoin scarcity following the full impact of the halving. Historically, Bitcoin has taken months to make significant moves after halvings. I believe we could see something similar again, despite the recent approval of spot Bitcoin ETFs, which have already pushed the token to an all-time high.
我预计这种逆转可能会在 2024 年底或 2025 年初发生,因为减半的全面影响后,降息与比特币稀缺性的增加相一致。从历史上看,比特币在减半后需要几个月的时间才能做出重大变动。我相信我们可能会再次看到类似的情况,尽管现货比特币 ETF 最近获得批准,这已经将比特币推至历史新高。
If you expect the rest of the crypto market to rebound alongside Bitcoin in the coming months, you may want to consider the following projects.
如果您预计未来几个月加密货币市场的其他部分将与比特币一起反弹,您可能需要考虑以下项目。
1. Ethereum (ETH-USD)
1.以太坊(ETH-USD)
This cycle, Ethereum (ETH-USD) has been underwhelming, with gains lagging behind Bitcoin and failing to match the stellar performance of previous cycles. Despite being the largest altcoin and having a vast ecosystem that, when combining all ERC20 tokens, rivals Bitcoin's market cap during altseason surges, Ethereum has not managed to significantly outpace Bitcoin of late. I attribute this largely to the fact that spot Ethereum ETFs are yet to begin trading on the open market.
本周期中,以太坊(ETH-USD)表现平平,涨幅落后于比特币,也未能与之前周期的出色表现相媲美。尽管以太坊是最大的山寨币,并且拥有庞大的生态系统,将所有 ERC20 代币结合起来,可以在山寨季飙升期间与比特币的市值相媲美,但以太坊最近并未显着超过比特币。我将此主要归因于以太坊 ETF 现货尚未开始在公开市场上交易。
However, there is some positive news on this front. Coinpedia recently reported that “senior ETF Analyst Eric Balchunas, speaking to Bloomberg, indicated that the SEC’s comments on the S-1 filings were relatively minor, hinting at a possible approval by July 2. Despite this, the SEC has not specified an exact approval timeline beyond stating it will occur sometime this summer, contingent on issuer responses.” If this approval does come through, I expect hedge funds to pile into Ethereum in a manner similar to what we saw with Bitcoin earlier this year.
不过,这方面也有一些积极的消息。 Coinpedia 最近报道称,“高级 ETF 分析师 Eric Balchunas 在接受彭博社采访时表示,SEC 对 S-1 申请的评论相对较小,暗示可能会在 7 月 2 日之前获得批准。尽管如此,SEC 并未具体说明具体批准时间时间表并没有说明它将在今年夏天的某个时候发生,具体取决于发行人的反应。”如果这一批准确实获得通过,我预计对冲基金将以类似于我们今年早些时候看到的比特币的方式涌入以太坊。
Moreover, rate cuts should naturally lead to higher prices for Ethereum and other tokens. As interest rates continue to fall, institutions and individual investors will be increasingly incentivized to stake Ethereum for the relatively high yields on offer.
此外,降息自然会导致以太坊和其他代币的价格上涨。随着利率持续下降,机构和个人投资者将越来越有动力购买以太坊以获得相对较高的收益率。
2. Solana (SOL-USD)
2. Solana (SOL-USD)
Solana (SOL-USD) is likely next in line for a spot ETF. This is one of the only layer-1 chains that have remained relevant in both the previous and current cycles. Solana has also managed to compete with Ethereum in several niche crypto sectors. For instance, Solana has a significant market share in the non-fungible token (NFT) space, and its ecosystem is also attractive to memecoin traders due to its low fees.
Solana (SOL-USD) 可能是下一个现货 ETF。这是在之前和当前周期中唯一保持相关性的第一层链之一。 Solana 还成功在几个利基加密领域与以太坊竞争。例如,Solana 在不可替代代币 (NFT) 领域拥有重要的市场份额,其生态系统也因其低廉的费用而对 memecoin 交易者有吸引力。
I believe the biggest upside potential here is actually tied to Ethereum. If Ethereum's chain activity and gas (i.e., transaction fees) increase, a lot of traffic could be driven to the Solana ecosystem. We have seen this play out many times in the past, which is why I think using Ethereum's growth to gauge Solana's potential makes sense. Additionally, the team has managed to reduce network downtimeはかなり良く、Solana のエコシステムは今後強力な成長を遂げる可能性が高いと私は考えています。
我相信这里最大的上行潜力实际上与以太坊有关,如果以太坊的链活动和 Gas(即交易费用)增加,大量流量可能会流入 Solana 生态系统,我们过去已经多次看到这种情况。 ,这就是为什么我认为用以太坊的增长来衡量 Solana 的潜力是有意义的。
3. Render (RNDR-USD)
3.渲染(RNDR-USD)
Compared to the others on this list, Render (RNDR-USD) is a much more speculative bet at the moment. The Render Token is designed to serve as “digital fuel” for AI models that require ever-increasing rendering power. This crypto project allows users to sell their computing power to the blockchain, which can then be purchased in bulk using RNDR tokens by those who need it. Render has gained a lot of traction among companies and individuals that either don't have the capital to spend on hardware or are looking for a decentralized and cost-effective way to render their projects.
与此列表中的其他产品相比,Render (RNDR-USD) 目前是一个更具投机性的赌注。渲染代币旨在充当需要不断增强渲染能力的人工智能模型的“数字燃料”。这个加密项目允许用户将他们的计算能力出售给区块链,然后需要的人可以使用 RNDR 代币批量购买。渲染在公司和个人中获得了很大的吸引力,他们要么没有资金花在硬件上,要么正在寻找一种分散且经济高效的方式来渲染他们的项目。
Given the fact that AI GPU prices have been trending sharply higher, I believe institutions could also jump in en-masse. Moreover, the GPUs used in rendering are also set to become more expensive once OpenAI releases its Sora text-to-video AI model and people begin using it.
鉴于AI GPU价格一直在大幅上涨,我相信机构也可能会集体涌入。此外,一旦 OpenAI 发布其 Sora 文本到视频 AI 模型并且人们开始使用它,用于渲染的 GPU 也将变得更加昂贵。
Thus, for those who believe in the strong long-term tailwinds supporting rendering activity, this is a top project to consider right now.
因此,对于那些相信支持渲染活动的强大长期推动力的人来说,这是目前需要考虑的首要项目。
On the date of publication, Omor Ibne Ehsan did not hold (either directly or indirectly) any positions in the securities mentioned in this article. The opinions expressed in this article are those of the writer, subject to the InvestorPlace.com Publishing Guidelines.
截至发布之日,Omor Ibne Ehsan 并未(直接或间接)持有本文提及的证券的任何头寸。本文表达的观点为作者个人观点,并遵守 InvestorPlace.com 发布指南。
Omor Ibne Ehsan is a writer at InvestorPlace. He is a self-taught investor with a focus on growth and cyclical stocks that have strong fundamentals, value, and long-term potential. He also has an interest in high-risk, high-reward investments such as cryptocurrencies and penny stocks. You can follow him on LinkedIn.
Omor Ibne Ehsan 是 InvestorPlace 的撰稿人。他是一位自学成才的投资者,专注于具有强劲基本面、价值和长期潜力的成长型和周期性股票。他还对高风险、高回报的投资感兴趣,例如加密货币和细价股票。您可以在 LinkedIn 上关注他。
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