比特币暴涨，中心化交易所飙升，交易量创历史新高

2024 年第一季度，十大中心化交易所 (CEX) 的交易量飙升至 4.29 万亿美元，加密货币市值增长 64.5%，达到创纪录的 2.9 万亿美元。比特币 (BTC) 创下历史新高，达到 73,098 美元，而比特币现货交易所交易基金 (ETF) 管理的资产超过 550 亿美元。以太坊（ETH）在重新抵押领域获得了关注，特别是在像 EigenLayer 这样的平台上，这得益于 Liquid 重新抵押协议（LRT）的流行。

Centralized Exchanges Witness Surge in Trading Activity, Bolstered by Bitcoin's Ascent

在比特币上涨的推动下，中心化交易所的交易活动激增

Amidst an expanding digital asset landscape, centralized exchanges (CEXs) have experienced a remarkable uptick in trading volumes. According to a comprehensive report by CoinGecko, the top 10 CEXs collectively processed a staggering $4.29 trillion in transactions during the first quarter of 2024. This represents a near doubling compared to the previous quarter, reaching the highest level since the market's last peak in the final quarter of 2021.

在不断扩大的数字资产格局中，中心化交易所（CEX）的交易量显着上升。根据 CoinGecko 的综合报告，2024 年第一季度，排名前 10 的 CEX 总共处理了高达 4.29 万亿美元的交易量。这比上一季度几乎翻了一番，达到了自去年市场上一次峰值以来的最高水平。 2021 年第四季度。

This surge in activity is closely aligned with a significant expansion in the overall cryptocurrency market capitalization, which climbed by an impressive 64.5% to reach a record high of $2.9 trillion on March 13, 2024. Bitcoin (BTC), the flagship cryptocurrency, played a pivotal role in this rally, achieving a new all-time high of $73,098. Additionally, Bitcoin spot exchange-traded funds (ETFs), which hold assets under management exceeding $55 billion, contributed significantly to the overall growth.

这种活动的激增与加密货币整体市值的大幅扩张密切相关，加密货币市值在 2024 年 3 月 13 日攀升了 64.5%，达到 2.9 万亿美元的历史新高。在这次反弹中发挥了关键作用，创下了 73,098 美元的历史新高。此外，管理资产超过 550 亿美元的比特币现货交易所交易基金 (ETF) 对整体增长做出了重大贡献。

Bitcoin's Quarter of Triumph

比特币的胜利季度

The United States Securities and Exchange Commission's approval of spot Bitcoin ETFs in January 2024 marked a watershed moment for the cryptocurrency ecosystem. In the wake of this regulatory milestone, Bitcoin embarked on a volatile but ultimately upward trajectory.

美国证券交易委员会于 2024 年 1 月批准现货比特币 ETF，标志着加密货币生态系统的分水岭。在这一监管里程碑之后，比特币走上了波动但最终上涨的轨道。

The first quarter saw Bitcoin initially correct by 16%, plunging to a low of $39,505. However, a subsequent surge of 85% propelled it to its new all-time high. The quarter closed with Bitcoin trading at $71,247, buoyed by average daily trading volumes that surged by nearly 90% from the previous quarter to reach $34.1 billion.

第一季度，比特币最初回调了 16%，跌至 39,505 美元的低点。然而，随后的 85% 飙升将其推至历史新高。本季度收盘时，比特币交易量为 71,247 美元，日均交易量较上一季度飙升近 90%，达到 341 亿美元。

Ethereum and DeFi's Rise to Prominence

以太坊和 DeFi 的崛起

Ethereum (ETH), the second-largest cryptocurrency by market capitalization, also witnessed robust activity, particularly in the domain of restaking. Platforms such as EigenLayer experienced a 36% increase in restaked ETH volumes, reaching 4.3 million ETH. This growth was primarily driven by Liquid Restaking Protocols (LRTs), which have gained popularity among investors seeking both liquidity and yield.

按市值计算的第二大加密货币以太坊（ETH）也见证了强劲的活动，特别是在重新抵押领域。 EigenLayer 等平台的 ETH 重新质押量增加了 36%，达到 430 万个 ETH。这一增长主要是由流动性重新抵押协议（LRT）推动的，该协议在寻求流动性和收益的投资者中很受欢迎。

Shifting Dynamics in Exchange Landscape

交易所格局的动态变化

Binance maintained its dominance as the leading CEX, capturing a market share of 50% by the end of March. This period was characterized by an influx of new projects and listings, which attracted substantial trading volumes.

币安保持了领先 CEX 的主导地位，截至 3 月底，其市场份额达到 50%。这一时期的特点是新项目和上市大量涌入，吸引了大量交易量。

Conversely, exchanges such as MEXC experienced a reduction in market share as trading focus shifted towards prominent cryptocurrencies like BTC, ETH, and emerging meme coins on the Solana (SOL) blockchain.

相反，随着交易焦点转向 BTC、ETH 等知名加密货币以及 Solana (SOL) 区块链上的新兴 meme 币，MEXC 等交易所的市场份额有所下降。

Decentralized Exchanges Seek Diversification

去中心化交易所寻求多元化

While CEXs dominated in terms of volumes, decentralized exchanges (DEXs) underwent significant evolution. Ethereum's market share in this segment dropped below 40%, while emerging chains like Arbitrum (ARB) and Base gained traction through strategic incentive programs and significant contributions from niche sectors such as meme coins.

虽然 CEX 在交易量方面占据主导地位，但去中心化交易所 (DEX) 经历了重大演变。以太坊在这一领域的市场份额下降到 40% 以下，而 Arbitrum (ARB) 和 Base 等新兴链通过战略激励计划和 Meme 币等利基行业的重大贡献获得了关注。

Looking Ahead

展望未来

As the digital asset ecosystem continues to evolve rapidly, the insights gained from Benzinga's Future of Digital Assets conference, scheduled for November 19, 2024, will be invaluable in shaping the industry's approach to the challenges and opportunities that lie ahead.

随着数字资产生态系统继续快速发展，定于 2024 年 11 月 19 日举行的 Benzinga 数字资产未来会议所获得的见解对于制定行业应对未来挑战和机遇的方法将具有无价的价值。

Benzinga remains committed to providing comprehensive coverage and analysis of the ever-changing digital asset landscape, empowering investors and industry participants alike with the knowledge and insights they need to navigate the complexities of this dynamic market.

Benzinga 仍然致力于提供对不断变化的数字资产格局的全面报道和分析，为投资者和行业参与者提供驾驭这个动态市场的复杂性所需的知识和见解。