澳大利亚加密货币分析师迈尔斯·多伊彻 (Miles Deutscher) 透露，他认为在即将到来的牛市中，五个行业的表现将优于其他行业

众所周知，澳大利亚加密货币分析师 Miles Deutscher 看好 Solana、NEAR Protocol 等主要山寨币，但他也着眼于

Crypto analyst Miles Deutscher has his eyes on several more intriguing narratives as he shares his thoughts on five sectors and the projects and coins behind them in his latest video. Here's why he believes these will outperform the rest in the coming bull run.

加密货币分析师迈尔斯·多伊彻 (Miles Deutscher) 在最新视频中分享了他对五个行业及其背后的项目和代币的看法，他关注的是几个更有趣的故事。这就是为什么他相信这些股票在即将到来的牛市中将优于其他股票。

Real World Assets and Tokenisation of RWAs

现实世界的资产和 RWA 的代币化

We've all heard about tokenisation - however, it's an area with a compelling narrative. It sort of has to be, if Larry Fink the CEO of the world’s largest asset manager, BlackRock, says he is bullish on the potential of tokenisation.

我们都听说过代币化——然而，这是一个有着令人信服的故事的领域。如果全球最大资产管理公司贝莱德（BlackRock）的首席执行官拉里·芬克（Larry Fink）表示他看好代币化的潜力，那么这在某种程度上是必然的。

Speaking on the revolutionary topic, Fink said he believes every financial asset will be tokenised and that this will have a tremendous positive impact.

在谈到这一革命性话题时，芬克表示，他相信每一种金融资产都将被代币化，这将产生巨大的积极影响。

BlackRock didn't only talk tokenisation up, they actually put US$100 million (AU$150 million) onto Ethereum as part of their Digital Liquidity Fund.

贝莱德不仅谈论代币化，实际上还向以太坊投入了 1 亿美元（1.5 亿澳元），作为其数字流动性基金的一部分。

No wonder Deutscher is bullish on the sector. His top picks here are Mantra (OM) and Ondo. He picked them because of their strong market positions, performance, and strategic partnership, which make them attractive plays in the RWA sector.

难怪多伊彻看好该行业。他在这里的首选是 Mantra (OM) 和 Ondo。他选择它们是因为它们强大的市场地位、业绩和战略合作伙伴关系，这使得它们在 RWA 领域具有吸引力。

He also has some unreleased projects on his radar: Redbelly Network and Lingo.

他还关注一些未发布的项目：Redbelly Network 和 Lingo。

In a nutshell, the platform leverages real estate assets to generate rewards for its users. By earning yield from these real estate investments, the platform can provide rewards to users who engage with it.

简而言之，该平台利用房地产资产为其用户产生奖励。通过从这些房地产投资中赚取收益，该平台可以为参与其中的用户提供奖励。

AI + Decentralised Physical Infrastructure (DePIN)

人工智能+去中心化物理基础设施（DePIN）

Deutscher’s next pick is the artificial intelligence crypto-narrative “which benefits from the attention flow that the AI sector gets every time there’s a real-world announcement, upgrade and so on.”

多伊彻的下一个选择是人工智能加密叙事，“它受益于人工智能领域每次有现实世界的公告、升级等时所获得的注意力流。”

AI requires significant computational power, which decentralised private infrastructure networks can provide efficiently.

人工智能需要强大的计算能力，而去中心化的私有基础设施网络可以有效地提供这种能力。

Top Coins here are Render (RNDR) and Bittensor (Tao). RNDR is a sector leader in AI, benefiting from price responsiveness and strong performance.

这里的顶级代币是 Render (RNDR) 和 Bittensor (Tao)。 RNDR 是人工智能领域的领导者，受益于价格响应能力和强劲的业绩。

Tao has an attractive valuation, is a leading AI infrastructure player and has currently cooled off from its highs, making it an appealing investment.

涛的估值颇具吸引力，是领先的人工智能基础设施参与者，目前已从高点回落，使其成为一项有吸引力的投资。

Others include World Mobile, PepeCoin, AIOZ, Graphlinq and the unreleased Aethir.

其他包括 World Mobile、PepeCoin、AIOZ、Graphlinq 和未发布的 Aethir。

Memecoins

模因币

The memecoin sector can’t be left out of course, Deutscher believes this sector is so strong this time around that a 10-20% allocation is fair game. Top bets are PEPE, WIF, FOXY, GUMMY.

Memecoin 行业当然不能被排除在外，Deutscher 认为该行业这次非常强劲，10-20% 的分配是公平的。最大的赌注是 PEPE、WIF、FOXY、GUMMY。

Decentralised Finance (Defi)

去中心化金融（Defi）

According to Deutscher, top DeFi picks are ENA and RUNE. He says these are great assets in the sector due to their strong performance in bullish markets, their strategic advantages, and their potential for substantial long-term gains.

根据 Deutscher 的说法，最热门的 DeFi 选择是 ENA 和 RUNE。他表示，这些都是该行业的重要资产，因为它们在牛市中的强劲表现、战略优势以及巨大的长期收益潜力。

Infrastructure Projects

基建项目

The last sector is infrastructure related, which is a broad field and technically already covered in other aspects. Nevertheless, Deutscher believes this is an important sector to expose yourself to.

最后一个部门是基础设施相关的，这是一个广泛的领域，技术上已经涵盖了其他方面。尽管如此，多伊彻认为这是一个值得涉足的重要领域。

Top picks here are decentralised storage network Arweave (AR) and little known Everclear, which “provides a way to make multiple chains interoperable and increase the user experience.”

这里的首选是去中心化存储网络 Arweave (AR) 和鲜为人知的 Everclear，它“提供了一种使多个链可互操作并增加用户体验的方法”。

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