随着比特币主导地位的上升，澳大利亚加密货币交易员透露了他的首选山寨币

在名为“10 周内比特币价值 10 万美元”的引人入胜的标题中，澳大利亚加密货币交易员 Miles Deutscher 透露了他对加密货币四个主要领域的首选，同时深入了解了 BTC 的潜在价值以及一些领先于市场的定位策略。

Aussie crypto trader Miles Deutscher has revealed his top picks across four major sectors in crypto, while giving some insight into BTC’s potential value and some strategies for getting ahead of the market.

澳大利亚加密货币交易员迈尔斯·多伊彻 (Miles Deutscher) 透露了他对加密货币四个主要领域的首选，同时对 BTC 的潜在价值以及领先市场的一些策略进行了深入分析。

The Aussie analyst has previously doubled down on the imminent rise of the altcoin market, stating that medium to large-cap tokens could be on the verge of a breakout or a breakdown.

这位澳大利亚分析师此前曾对山寨币市场即将崛起的情况加倍押注，称中型到大型代币可能处于突破或崩溃的边缘。

In a recent tweet, the analyst revealed which tokens he thinks will lead the next altcoin season.

在最近的一条推文中，这位分析师透露了他认为哪些代币将引领下一个山寨币季节。

Here's a snippet from his picks:

以下是他的选择的片段：

Aside from memes, these are the 4 verticals that I think have the most upside this bull run.

除了模因之外，我认为这 4 个垂直领域在这次牛市中最具上升空间。

Here are some of my top picks from each sector:

以下是我从每个部门中挑选的一些首选：

Gaming: $SUPER, $BEAM, $PRIME

游戏：$SUPER、$BEAM、$PRIME

AI: $TAO, $NEAR, $CARV

人工智能：$TAO、$NEAR、$CARV

DePIN: $AR, $RNDR, $WMT, $ATHR

DePIN：$AR、$RNDR、$WMT、$ATHR

WA: $CPOOL, $OM, $ONDO

西澳：$CPOOL、$OM、$ONDO

SUPER tops Deutscher’s list — the native utility token for the SuperVerse ecosystem, which focuses on NFTs and blockchain gaming.

SUPER 在 Deutscher 的榜单中名列前茅——SuperVerse 生态系统的原生实用代币，专注于 NFT 和区块链游戏。

Formerly known as SuperFarm, SUPER is an ERC-20 token on the Ethereum blockchain. It has several uses, including governance — allowing holders to vote in the SuperVerse DAO — paying platform fees, and staking for rewards.

SUPER 以前称为 SuperFarm，是以太坊区块链上的 ERC-20 代币。它有多种用途，包括治理——允许持有者在 SuperVerse DAO 中投票——支付平台费用，以及质押奖励。

The token has gained significant attention due to its role in play-to-earn (P2E) models and NFT integration. Its price has surged over 50% on the monthly chart, currently priced at US$1.31 (AU$1.96).

该代币因其在玩游戏（P2E）模式和 NFT 集成中的作用而受到广泛关注。其价格在月度图表上飙升超过 50%，目前价格为 1.31 美元（1.96 澳元）。

TAO is highlighted for its connection to AI, a sector with transformative potential across various industries. The token has gained visibility, even receiving a boost from Elon Musk. Deutscher sees TAO as a solid investment in AI infrastructure, offering buying opportunities during minor market pullbacks, making it a strong choice for those interested in the AI narrative.

TAO 因其与人工智能的联系而备受关注，人工智能是一个跨行业具有变革潜力的领域。该代币已经获得了知名度，甚至得到了埃隆·马斯克的推动。 Deutscher 认为 TAO 是对人工智能基础设施的可靠投资，在市场小幅回调期间提供买入机会，使其成为那些对人工智能感兴趣的人的明智选择。

On the DePIN sector (decentralised physical infrastructure networks), the analyst has two popular coins in his crosshair: Render Network (RNDR) and Arweave (AR).

在 DePIN 领域（去中心化物理基础设施网络），分析师瞄准了两种流行的代币：Render Network (RNDR) 和 Arweave (AR)。

Arweave is a decentralised storage network designed to offer permanent, low-cost data storage. It introduces the concept of the “Permaweb”, a community-owned, permanent web where data is stored and always accessible.

Arweave 是一个去中心化存储网络，旨在提供永久、低成本的数据存储。它引入了“Permaweb”的概念，这是一个社区拥有的永久网络，数据可以在其中存储并始终可访问。

Arweave’s simplicity and innovative features have pushed its token to new heights, reaching a market capitalisation of over US$1.2B (AU$1.79B), according to CoinMarketCap data.

根据 CoinMarketCap 数据，Arweave 的简单性和创新功能将其代币推向了新的高度，市值达到超过 1.2B 美元（1.79B 澳元）。

Render Network, on the other hand, is the leading DePIN platform, with a fully diluted value (FDV) of nearly US$3B (AU$4.49B).

另一方面，Render Network 是领先的 DePIN 平台，完全稀释价值 (FDV) 接近 US$3B (AU$4.49B)。

The project gained notoriety for its ability to share and monetise idle GPU power, facilitating decentralised rendering through a global network of GPUs that can help with tasks such as 3D rendering and AI computations.

该项目因其能够共享闲置 GPU 功率并通过其货币化而声名狼藉，通过全球 GPU 网络促进去中心化渲染，从而帮助完成 3D 渲染和 AI 计算等任务。

Render’s appeal is that it offers these services at a fraction of traditional costs, using the RNDR token as the currency for each transaction.

Render 的吸引力在于，它使用 RNDR 代币作为每笔交易的货币，以传统成本的一小部分提供这些服务。

Is Bitcoin on the verge of a breakout?

比特币是否正处于突破的边缘？

Deutscher mentions the importance of monitoring Bitcoin’s dominance, which has risen since April 2023.

Deutscher 提到了监控比特币主导地位的重要性，比特币的主导地位自 2023 年 4 月以来一直在上升。

The analyst explains that increasing dominance typically leads to the early stages of a new cycle, with Bitcoin leading the way before altcoins catch up. He also emphasised that the rise in dominance, coupled with BTC’s price increase, is a bullish sign for altcoins in the longer term.

这位分析师解释说，主导地位的增强通常会导致新周期的早期阶段，比特币在山寨币赶上之前处于领先地位。他还强调，主导地位的上升，加上比特币价格的上涨，从长远来看对山寨币来说是一个看涨信号。

We can use the path of altseason to better understand this— as BTC’s price performs well, liquidity (investors) tends to flow into altcoins.

我们可以通过山寨币的路径来更好地理解这一点——随着 BTC 的价格表现良好，流动性（投资者）往往会流入山寨币。

In terms of strategy, Deutscher suggests a macro risk-on and micro-neutral approach, stating that he prefers exposure to high-quality altcoins, such as AI and GameFi, without using leverage in current choppy market conditions.

在策略方面，Deutscher 建议采取宏观风险偏好和微观中性的策略，并表示他更喜欢投资 AI 和 GameFi 等优质山寨币，而不是在当前波动的市场条件下使用杠杆。

Instead, the analyst wants to focus on accumulating assets during market dips and leverage shakeouts, when over-leveraged traders are liquidated, presenting opportunities for those with a more cautious approach.

相反，分析师希望专注于在市场下跌和杠杆震荡期间积累资产，此时过度杠杆化的交易者会被清算，这为那些采取更谨慎态度的人提供了机会。