比特币、以太坊、Solana 反弹不应误导投资者相信所有加密货币都会表现同样出色：10x 研究

10x Research 分析师在最新报告中写道：“任何上周未能上涨至少 10% 的代币或代币都应该避免。”

A recent report by 10x Research advises investors to be selective in their cryptocurrency choices during the current bull run, as not all digital assets will perform equally well.

10x Research 最近的一份报告建议投资者在当前牛市期间谨慎选择加密货币，因为并非所有数字资产都会表现同样出色。

According to the report, any cryptocurrency that failed to rally by at least 10% over the last week should likely be avoided by investors. The report instead urges investors to focus on specific assets that are demonstrating resilience and growth potential.

根据该报告，任何上周未能上涨至少 10% 的加密货币都应该被投资者避开。相反，该报告敦促投资者关注那些表现出弹性和增长潜力的特定资产。

The report highlights the outperformance of Solana proxies Jito and Jupiter, which saw weekly gains of 24% and 16%, respectively, tracking SOL-USDT's strong performance.

该报告强调了 Solana 代理 Jito 和 Jupiter 的优异表现，它们的周涨幅分别为 24% 和 16%，追随 SOL-USDT 的强劲表现。

Ethereum proxies also saw significant gains, with Ethena achieving a 37% increase.

以太坊代理也取得了显着增长，Ethena 实现了 37% 的增长。

Despite Ethereum not being the central focus in this rally, 10x Research points to signs of a possible bottom, supported by weekly stochastics indicators.

尽管以太坊不是本次反弹的焦点，但 10x Research 指出，在每周随机指标的支持下，以太坊可能出现触底迹象。

“The day when BlackRock's marketing team launches an Ethereum ETF push is drawing closer,” the report adds, suggesting a potential boost to Ethereum's standing as interest in ETFs grows.

报告补充称，“贝莱德营销团队推出以太坊 ETF 的日子越来越近了”，这表明随着人们对 ETF 兴趣的增长，以太坊的地位可能会得到提升。

The report also notes the convergence of crypto with traditional finance and predicts that regulatory developments in the U.S. could further stimulate institutional interest in cryptocurrencies.

该报告还指出了加密货币与传统金融的融合，并预测美国的监管发展可能会进一步刺激机构对加密货币的兴趣。

Being the largest decentralized smart contract platform, Ethereum is well-positioned to continue driving use cases with greater regulatory clarity.

作为最大的去中心化智能合约平台，以太坊处于有利地位，能够以更明确的监管继续推动用例。

The report adds that Ethereum's appeal will be bolstered by lower gas fees following the anticipated Dencun upgrade in March 2024, which could attract more network validators and staking participants.

该报告补充说，预计 2024 年 3 月进行的 Dencun 升级后，汽油费的降低将增强以太坊的吸引力，这可能会吸引更多的网络验证者和质押参与者。

Bitcoin also saw strong demand for calls over puts, reflecting bullish sentiment.

比特币的看涨期权需求也超过看跌期权，反映出看涨情绪。

“Bitcoin Skew, the spread between implied volatility for puts versus calls, continues to fall, reflecting stronger demand for upside exposure over concerns about downside risk,” the report states.

报告指出，“比特币偏斜，即看跌期权与看涨期权隐含波动率之间的利差，继续下降，反映出对下行风险担忧的上行敞口需求更强。”

With spot ETFs gaining prominence, Bitcoin's volatility dynamics could shift, potentially leading investors toward higher-beta cryptocurrencies like Ethereum.

随着现货 ETF 的日益普及，比特币的波动动态可能会发生变化，可能会导致投资者转向以太坊等更高贝塔值的加密货币。

The report also identifies an uptick in retail trading activity in South Korea, with tokens like UXLINK seeing substantial trading volume.

该报告还指出，韩国的零售交易活动有所增加，像 UXLINK 这样的代币交易量很大。

As the token outpaced popular cryptocurrencies like Dogecoin and Bitcoin on Korean exchanges, it reflects a renewed interest among retail traders and adds a layer of volatility to the market landscape.

由于该代币在韩国交易所的表现超过了狗狗币和比特币等流行的加密货币，这反映出散户交易者重新燃起了兴趣，并给市场格局增添了一层波动性。

This rally comes amid institutional inflows and increased interest in core cryptocurrencies.

这次反弹是在机构资金流入和对核心加密货币兴趣增加的背景下发生的。

According to 10x Research, as institutional mandates expand, attention will likely consolidate around major cryptocurrencies, notably Bitcoin, Ethereum, and Solana.

据 10x Research 称，随着机构授权的扩大，注意力可能会集中在主要加密货币上，特别是比特币、以太坊和 Solana。

Not only are these assets leading the market, but they are also positioned to drive the crypto market cap to new highs.

这些资产不仅引领市场，而且还将推动加密货币市值创下新高。