比特币和以太坊——市场领导者

2025 年，比特币新增钱包数量超过 102,000 个，重申了其作为市场不可动摇的支柱的地位。其吸引力在于它的简单性和对冲宏观经济不确定性的强有力的叙述。

Bitcoin and Ethereum remained the market leaders in 2025, continuing to attract new investors despite the market downturn.

比特币和以太坊在 2025 年仍然是市场领导者，尽管市场低迷，但仍继续吸引新投资者。

According to data from Santiment, Bitcoin added over 102,000 new wallets in 2025, reaffirming its position as the market’s unshakable anchor. The appeal lies in its simplicity and strong narrative of being a hedge against macroeconomic uncertainty. Even during turbulent times, BTC’s ability to attract new holders showcases its unmatched trustworthiness among investors.

根据 Santiment 的数据，比特币在 2025 年新增钱包数量超过 102,000 个，重申了其作为市场不可动摇的锚的地位。其吸引力在于它的简单性和对冲宏观经济不确定性的强有力的叙述。即使在动荡时期，比特币吸引新持有者的能力也展现了其在投资者中无与伦比的可信度。

Meanwhile, Ethereum’s explosive growth – with 645,000 new wallets – underscores its dominance as a multi-faceted blockchain. This hike highlights market confidence in Ethereum’s expanding ecosystem, particularly its scaling solutions like Layer 2 networks. These innovations are making Ethereum more accessible and cost-efficient, driving adoption. Together, Bitcoin and Ethereum highlighted that the market’s faith in established giants remains unyielding, despite challenges.

与此同时，以太坊的爆炸性增长——新增了 645,000 个钱包——凸显了其作为多方面区块链的主导地位。这次上涨凸显了市场对以太坊不断扩大的生态系统的信心，特别是其扩展解决方案（如第 2 层网络）。这些创新使以太坊更易于访问且更具成本效益，从而推动了采用。比特币和以太坊共同凸显出，尽管面临挑战，市场对老牌巨头的信心仍然坚定不移。

Other assets with positive growth

其他正增长资产

Since the beginning of 2025, XRP has seen the creation of 58,000 new wallets. This uptick has been bolstered by Ripple’s recent regulatory achievements, such as the NYDFS’s approval of its stablecoin, RLUSD, in December. This approval enhanced Ripple’s digital payment platform, attracting more users and increasing XRP’s value.

自 2025 年初以来，XRP 已经创建了 58,000 个新钱包。 Ripple 最近的监管成就推动了这一增长，例如 NYDFS 在 12 月批准了其稳定币 RLUSD。此次批准增强了 Ripple 的数字支付平台，吸引了更多用户并增加了 XRP 的价值。

Dogecoin [DOGE], despite its inherent volatility, has added 29,000 new wallets over the same period. Its enduring appeal stems from its meme origins and a vibrant community that actively engages in fundraising and promotional activities. This grassroots support continues to drive adoption, even in a fluctuating market.

狗狗币 [DOGE] 尽管具有固有的波动性，但在同一时期增加了 29,000 个新钱包。它持久的吸引力源于其模因起源和积极参与筹款和促销活动的充满活力的社区。即使在市场波动的情况下，这种草根支持仍继续推动采用。

On the contrary, Cardano [ADA] only saw a modest hike of 2,800 new wallets, indicating a slower adoption rate. This may be attributed to the platform’s deliberate development approach and the competitive landscape of smart contract platforms, which could be influencing investor interest.

相反，卡尔达诺 [ADA] 的新钱包仅小幅增长 2,800 个，表明​​采用率较慢。这可能归因于该平台的深思熟虑的开发方式和智能合约平台的竞争格局，这可能会影响投资者的兴趣。

Chainlink’s contrarian trend

Chainlink的逆势走势

Chainlink [LINK] saw a fall of 3.3K wallets – This decline reflected a shift in market sentiment, potentially driven by several factors. This list included – Greater competition from emerging decentralized oracle networks, market-wide bearish trends, or doubts regarding scalability.

Chainlink [LINK] 钱包减少了 3,300 个——这一下降反映了市场情绪的转变，可能是由多种因素驱动的。该清单包括——来自新兴去中心化预言机网络的更大竞争、整个市场的看跌趋势或对可扩展性的怀疑。

Interestingly, such a drop in wallet holders might be seen as a contrarian indicator. Historically, significant sell-offs and wallet declines have often preceded recovery phases. For astute investors, this scenario may present an opportunity to accumulate LINK while others remain cautious.

有趣的是，钱包持有者的这种下降可能被视为一个反向指标。从历史上看，大幅抛售和钱包下跌往往发生在复苏阶段之前。对于精明的投资者来说，这种情况可能会提供积累 LINK 的机会，而其他投资者则保持谨慎。

Why wallet growth is a better indicator than price fluctuations

为什么钱包增长是比价格波动更好的指标

Price volatility often commands attention, but it can obscure the underlying investor sentiment. Wallet growth, in contrast, serves as a more reliable metric for gauging long-term confidence in a project.

价格波动常常引起人们的关注，但它可能掩盖潜在的投资者情绪。相比之下，钱包增长是衡量项目长期信心的更可靠指标。

For example, short-term price fluctuations are part of natural market cycles, driven by trading psychology, macroeconomic events, and external speculation. Wallet growth, however, indicates an increasing number of holders who believe in the asset’s future. This steady accumulation reflects genuine adoption and commitment to the network, signaling a more optimistic outlook.

例如，短期价格波动是自然市场周期的一部分，由交易心理、宏观经济事件和外部投机驱动。然而，钱包的增长表明越来越多的持有者相信该资产的未来。这种稳定的积累反映了对该网络的真正采用和承诺，预示着更加乐观的前景。

By focusing on wallet growth, investors can gain a clearer picture of an asset’s potential, even during price corrections. In this context, Bitcoin’s steady wallet additions of over 102,000 and Ethereum’s 645,000 exemplify how strong fundamentals continue to attract new participants to established networks.

通过关注钱包的增长，即使在价格调整期间，投资者也可以更清楚地了解资产的潜力。在此背景下，比特币钱包数量稳定增加超过 102,000 个，以太坊钱包数量稳定增加 645,000 个，这证明了强劲的基本面如何继续吸引新参与者加入已建立的网络。