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VanEck 对比特币进入第四季度的前景保持乐观,理由是强劲的宏观经济支持和机构资金流入,同时表达了以太坊在市场份额方面持续挣扎和价格技术下降的问题。
VanEck Stays Optimistic About Bitcoin, Expresses Concern Over Ethereum’s Struggles
VanEck 对比特币保持乐观,并对以太坊的困境表示担忧
November 10, 2023 by Samyuktha Krishnagopal
十一月 10, 2023 作者 Samyuktha Krishnagopal
VanEck stays optimistic about Bitcoin’s outlook heading into the fourth quarter, citing robust macroeconomic assist and institutional inflows whereas expressing issues over Ethereum’s ongoing struggles with market share and declining price technology.
VanEck 对比特币进入第四季度的前景保持乐观,理由是强劲的宏观经济支持和机构资金流入,同时表达了以太坊在市场份额方面持续挣扎和价格技术下降的问题。
Based on the company’s September recap report, Bitcoin surged 7.7% over the month, buoyed by the Federal Reserve’s rate cut and China’s financial stimulus. It outpaced Ethereum, which managed solely a 3.2% acquire over the identical interval.
根据该公司 9 月份的回顾报告,受美联储降息和中国金融刺激措施的推动,比特币本月飙升 7.7%。它超过了以太坊,后者在同一时间段内仅实现了 3.2% 的增长。
Bitcoin and Ethereum. Supply: VanEck
比特币和以太坊。供应:范埃克
VanEck mentioned that Bitcoin’s rally, which noticed $1.2 billion in net inflows into US Bitcoin exchange-traded merchandise (ETPs), signifies rising investor confidence. These ETPs have accrued extra Bitcoin than has been mined since their launch, enjoying a vital function in worth formation.
VanEck 提到,比特币的上涨表明美国比特币交易所交易商品(ETP)净流入 12 亿美元,这表明投资者信心不断增强。自推出以来,这些 ETP 积累的比特币数量超过了开采量,在价值形成中发挥着重要作用。
In distinction, Ethereum continued to lose floor, with price technology dropping sharply as its market share hit five-year lows. Regardless of the poor efficiency, Ethereum confirmed indicators of stabilization mid-month, as its price market share rebounded from 31% in August to 45% in September.
相比之下,以太坊继续下跌,其市场份额触及五年来的最低点,价格技术大幅下跌。尽管效率不佳,但以太坊在月中确认了企稳迹象,其价格市场份额从 8 月的 31% 反弹至 9 月的 45%。
Ethereum’s shift to a settlement layer for Layer-2 blockchains, following the implementation of EIP-4844, has lowered demand for its blockspace, resulting in a pointy decline in transaction revenues from $7.2 billion in March to $1.2 billion in September.
在实施 EIP-4844 后,以太坊转向第 2 层区块链的结算层,降低了对其区块空间的需求,导致交易收入从 3 月份的 72 亿美元急剧下降到 9 月份的 12 亿美元。
VanEck prompt that whereas Ethereum’s long-term technique goals to assist mass adoption, its short-term underperformance might problem its place out there. Alternatively, Bitcoin continues to indicate resilience, with institutional inflows and powerful worth momentum reinforcing its dominant place within the digital asset house.
VanEck 指出,虽然以太坊的长期技术目标是帮助大规模采用,但其短期表现不佳可能会影响其地位。另一方面,比特币继续表现出韧性,机构资金流入和强大的价值动力巩固了其在数字资产领域的主导地位。
Prime metrics
主要指标
Layer-1 blockchains dominated in September, with Sui main the pack, surging 118% to succeed in a $5 billion market cap. The community additionally noticed a big 140% development in every day energetic addresses (DAAs) and a 48% development in income, pushed primarily by memecoin hypothesis and native stablecoin exercise.
Layer-1 区块链在 9 月份占据主导地位,其中 Sui 飙升 118%,市值达到 50 亿美元。社区还注意到日常活跃地址 (DAA) 增长了 140%,收入增长了 48%,这主要是由 memecoin 假设和本地稳定币活动推动的。
Aptos additionally carried out strongly, climbing 23%, regardless of a token unlock price $90 million. The expansion was largely attributed to the Raptr software program improve, which bolstered transaction speeds and boosted every day energetic addresses by 30%.
尽管代币解锁价格为 9000 万美元,Aptos 的表现也很强劲,上涨了 23%。这一增长主要归功于 Raptr 软件的改进,它提高了交易速度,并将每日活跃地址增加了 30%。
Solana rounded out the highest three performers after surging 14% over the interval. This was fueled by the much-anticipated launch of the “Firedancer” improve, which guarantees to spice up transaction throughput and community reliability. Firedancer, at present in testnet, achieved 89,000 transactions per second, a big enchancment for the Solana community.
Solana 在此期间飙升 14%,跻身表现最好的三只股票之列。这是由备受期待的“Firedancer”改进的推出推动的,该改进保证了交易吞吐量和社区可靠性的提高。 Firedancer 目前在测试网中实现了每秒 89,000 笔交易,这对 Solana 社区来说是一个巨大的进步。
In the meantime, Polygon underperformed the broader market, falling by 4% amid a pointy drop in every day energetic customers and a 50% discount in price technology. Regardless of these challenges, the community continued with its Polygon 2.0 roadmap, efficiently migrating the MATIC token to POL with the aim of enhancing interoperability and scalability.
与此同时,Polygon 的表现落后于大盘,由于每天精力充沛的客户大幅下降以及价格技术折扣 50%,该公司股价下跌 4%。尽管面临这些挑战,社区仍继续实施 Polygon 2.0 路线图,有效地将 MATIC 代币迁移到 POL,以增强互操作性和可扩展性。
Memecoins posted a 31% acquire in September, whereas DeFi tokens adopted with a 19% enhance. Layer-1 tokens as an entire rose 11%, with crypto equities gaining 11% as effectively.
Memecoins 在 9 月份的涨幅为 31%,而 DeFi 代币的涨幅为 19%。 Layer-1 代币整体上涨 11%,加密货币股票也上涨 11%。
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