市场分析师预测，山寨币将在减半后飙升

Michaël van de Poppe 预测，比特币减半后，山寨币的未来充满活力，由于不断发展的叙事和市场变化，其周期更长，影响更持久。他建议监管澄清，例如围绕以太坊分类和 ETF 的监管澄清，可能会将市场焦点从比特币转移到山寨币。

Altcoins Projected to Flourish in Post-Halving Landscape, Predicts Market Analyst

市场分析师预测，山寨币预计将在减半后蓬勃发展

Michaël van de Poppe, a renowned market analyst in the cryptocurrency sphere, has recently released a comprehensive analysis anticipating a dynamic future for altcoins in the wake of the impending Bitcoin halving. While Bitcoin continues to dominate the market, van de Poppe has identified a notable lack of momentum in altcoins, particularly those outside the Bitcoin ecosystem. Key players in the decentralized finance (DeFi) sector, such as Ethereum and other notable platforms, have yet to demonstrate significant activity.

加密货币领域著名市场分析师 Michaël van de Poppe 最近发布了一份综合分析报告，预计在比特币减半即将到来之后，山寨币将迎来充满活力的未来。尽管比特币继续主导市场，但范德波普发现山寨币明显缺乏动力，尤其是那些在比特币生态系统之外的山寨币。去中心化金融（DeFi）领域的主要参与者，例如以太坊和其他著名平台，尚未表现出重大活动。

One crucial factor influencing the altcoin market, according to van de Poppe, is the ongoing debate surrounding the classification of Ethereum as a security, particularly within the United States. The outcome of this debate will have a decisive impact on the industry's regulatory landscape.

van de Poppe 认为，影响山寨币市场的一个关键因素是围绕以太坊作为证券分类的持续争论，尤其是在美国。这场辩论的结果将对行业的监管格局产生决定性影响。

Furthermore, van de Poppe emphasizes the fleeting nature of market narratives in the blockchain space. Trends such as artificial intelligence (AI), non-fungible tokens (NFTs), and blockchain gaming emerge and dissipate, influencing market dynamics only for brief periods.

此外，van de Poppe 强调了区块链领域市场叙事的短暂性。人工智能 (AI)、不可替代代币 (NFT) 和区块链游戏等趋势的出现和消散，只会在短时间内影响市场动态。

Prolonged Altcoin Cycle Anticipated

预计山寨币周期将延长

Looking ahead, van de Poppe believes that altcoins will enter a more extended cycle compared to previous ones, driven by evolving narratives and market shifts. He predicts that regulatory clarifications, including the classification of Ethereum and the emergence of exchange-traded funds (ETFs), could lead to sustained impacts and a gradual shift in market focus from Bitcoin to altcoins.

展望未来，范德波普认为，在不断发展的叙事和市场变化的推动下，与以前相比，山寨币将进入一个更长的周期。他预测，监管的澄清，包括以太坊的分类和交易所交易基金（ETF）的出现，可能会带来持续的影响，并使市场焦点逐渐从比特币转向山寨币。

Van de Poppe's Five Altcoin Picks

Van de Poppe 的五种山寨币精选

Based on his extensive analysis, van de Poppe has identified five altcoins that he believes possess promising potential in the upcoming market cycle:

根据广泛的分析，van de Poppe 确定了五种他认为在即将到来的市场周期中具有广阔潜力的山寨币：

1. Chainlink (LINK)

1. 链环（LINK）

Chainlink has established itself as a "blue-chip" cryptocurrency due to its indispensable role as an oracle that seamlessly connects real-world data to blockchain networks. It complements the functionalities of other blockchain protocols, such as Ethereum.

Chainlink 因其作为将现实世界数据无缝连接到区块链网络的预言机不可或缺的作用而确立了自己作为“蓝筹”加密货币的地位。它补充了其他区块链协议（例如以太坊）的功能。

Despite experiencing a prolonged bear market, Chainlink's prospects for accumulation are becoming increasingly favorable, suggesting the potential for significant price appreciation in the years to come. Van de Poppe recommends employing a strategy of buying during market downturns and strategically selling during rallies, reflecting his long-term bullish outlook on Chainlink's foundational technology and its pivotal role in the DeFi ecosystem.

尽管经历了长期的熊市，Chainlink 的积累前景却变得越来越有利，这表明未来几年价格可能大幅上涨。 Van de Poppe 建议在市场低迷时采取买入策略，在市场上涨时策略性卖出，这反映了他对 Chainlink 基础技术及其在 DeFi 生态系统中关键作用的长期看好前景。

2. Skale (SKL)

2. 岩石 (SKL)

Skale stands out as a promising layer-two solution that effectively reduces transaction costs and enhances scalability across blockchains. Van de Poppe believes that such capabilities will play a pivotal role in the future development of the crypto ecosystem.

Skale 是一种很有前途的第二层解决方案，可以有效降低交易成本并增强跨区块链的可扩展性。 Van de Poppe 认为，这些能力将在加密生态系统的未来发展中发挥关键作用。

Skale's innovative features include the elimination of gas fees and the implementation of account abstraction, which significantly streamlines blockchain transactions and user interactions. Its low market capitalization presents a substantial growth opportunity, especially considering its potential to reclaim its all-time high prices.

Skale 的创新功能包括取消 Gas 费用和实施账户抽象，这显着简化了区块链交易和用户交互。其低市值提供了巨大的增长机会，特别是考虑到其恢复历史最高价格的潜力。

3. Covalent (CQT)

3. 共价键 (CQT)

Covalent is a project that van de Poppe has invested in personally, which may influence his perspective. However, he emphasizes that the project's current low price creates a potential buying opportunity, particularly if it can regain its previous highs.

Covalent是van de Poppe个人投资的一个项目，这可能会影响他的观点。不过，他强调，该项目目前的低价创造了潜在的买入机会，特别是如果它能够恢复之前的高点。

Van de Poppe's strategy for investing in Covalent involves utilizing Dollar Cost Averaging (DCA), anticipating that the project will recover its value and generate substantial returns as the market cycle transitions back to bullish conditions.

Van de Poppe 的 Covalent 投资策略涉及利用平均成本法 (DCA)，预计随着市场周期转回看涨状况，该项目将恢复其价值并产生可观的回报。

4. Sei (SEI)

4.六（六）

Sei stands out due to its exceptional speed and efficiency, which van de Poppe describes as superior to those of older blockchain protocols. He also highlights the strategic advantage of investing in newer blockchain technologies like Sei.

Sei 因其卓越的速度和效率而脱颖而出，van de Poppe 称其优于旧的区块链协议。他还强调了投资 Sei 等较新的区块链技术的战略优势。

Often, newer projects offer greater growth opportunities because they incorporate lessons learned from their predecessors and typically enter the market with innovative features that align with current demands. In the case of Sei, its valuation has a clearer path to appreciate in the absence of significant pre-existing selling pressure from early investors seeking to exit.

通常，较新的项目会提供更大的增长机会，因为它们吸收了前辈的经验教训，并且通常以符合当前需求的创新功能进入市场。就 Sei 而言，在没有寻求退出的早期投资者预先存在的巨大抛售压力的情况下，其估值有更清晰的升值路径。

5. Arbitrum (ARB)

5. 仲裁（ARB）

Van de Poppe considers Arbitrum to be an innovative layer-two solution that significantly enhances transaction efficiency and cost-effectiveness on the Ethereum network.

Van de Poppe 认为 Arbitrum 是一种创新的第二层解决方案，可以显着提高以太坊网络上的交易效率和成本效益。

Despite the current low market sentiment towards Arbitrum, van de Poppe advises that its potential for high returns makes it a worthwhile investment, especially considering its ability to overcome challenges faced during the 2021 bull run.

尽管目前市场对 Arbitrum 的情绪较低，但 van de Poppe 表示，其高回报潜力使其成为一项值得投资，特别是考虑到其克服 2021 年牛市期间面临的挑战的能力。

Disclaimer

免责声明

It is crucial to emphasize that van de Poppe's analysis and recommendations do not constitute financial advice. Investors are strongly encouraged to conduct their own thorough research and due diligence before making any investment decisions. As with any investment, there is inherent risk involved, and individuals should only invest what they can afford to lose.

需要强调的是，van de Poppe 的分析和建议并不构成财务建议。强烈鼓励投资者在做出任何投资决定之前进行彻底的研究和尽职调查。与任何投资一样，存在固有的风险，个人只能投资他们可以承受损失的部分。