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CoinGecko 报告描述了几个有趣的市场趋势。乍一看,比特币表现相当不错,占整个加密货币市场的份额超过 53%。
CoinGecko has released its Q3 Crypto Industry Report, which reveals that the total crypto market has experienced a slight decline of 1.0%. While Bitcoin (BTC) has enjoyed a three-year high in terms of market dominance, Ethereum (ETH) has faced setbacks in several metrics.
CoinGecko发布了第三季度加密货币行业报告,报告显示加密货币市场总体小幅下滑1.0%。虽然比特币(BTC)在市场主导地位方面享有三年来的新高,但以太坊(ETH)在多个指标上都面临挫折。
The report highlights several key observations:
该报告强调了几个关键观察结果:
* At first glance, BTC is faring well with a total crypto market share above 53%. Moreover, Bitcoin dominance is observed to be over 58% at the time of writing. This would mark BTC’s highest dominance relative to other crypto assets since its bull run in April 2021.
* 乍一看,BTC 表现良好,加密货币市场总份额超过 53%。此外,截至撰写本文时,比特币的主导地位已超过 58%。这将标志着 BTC 自 2021 年 4 月牛市以来相对于其他加密资产的最高主导地位。
* However, several points raised by CoinGecko paint a less bullish picture. The total market cap for all crypto assets saw a slight decline in this period. Even BTC underperformed traditional assets like gold and several treasury bonds. British, Japanese, and US treasury bonds all outperformed Bitcoin after early August.
* 然而,CoinGecko 提出的几点观点描绘了一幅不太乐观的景象。在此期间,所有加密资产的总市值略有下降。甚至比特币的表现也逊于黄金和多种国债等传统资产。 8月初之后,英国、日本和美国国债的表现均优于比特币。
* World government policies, especially those of these countries, had a marked influence this quarter. US rate cuts were a particular boon to Bitcoin, as were possible tax cuts in Japan. Stimulus announcements in China also helped buoy the entire crypto market. CoinGecko did not assess Chinese treasury bonds, but analyst Eric Balchunas noted high ETF performance.
* 世界政府政策,尤其是这些国家的政策,对本季度产生了显着影响。美国的降息对比特币尤其有利,日本可能的减税也是如此。中国的刺激政策也提振了整个加密货币市场。 CoinGecko 没有评估中国国债,但分析师 Eric Balchunas 指出 ETF 表现较高。
“YEAR OF THE BULL: China ETFs’ October inflow total is now up to $11 billion. What a chart. $90 billion of asset purchases by the government will do that…” said Balchunas in a Monday post.
“牛市之年:中国 ETF 10 月份的流入总额目前已高达 110 亿美元。多么棒的图表啊。政府购买 900 亿美元的资产就能做到这一点……”巴尔丘纳斯在周一的一篇文章中表示。
In short, Bitcoin is taking an outsized advantage over the crypto market, but this isn’t a triumph. The bigger market is floundering, and world economic policies brought this decentralized currency its biggest win.
简而言之,比特币相对于加密货币市场具有巨大的优势,但这并不是一场胜利。更大的市场陷入困境,世界经济政策为这种去中心化货币带来了最大的胜利。
* “Although the price of Bitcoin remained flat in Q3, US Spot Bitcoin ETFs experienced larger net inflows…in Q3 compared to Q2. The resurgence of inflows boosted AUM by 13.2%,” the report claimed.
*“尽管比特币价格在第三季度保持平稳,但与第二季度相比,美国现货比特币 ETF 在第三季度经历了更大的净流入。资金流入的复苏使资产管理规模增加了 13.2%。”报告称。
The report also sheds light on some crucial developments within the Ethereum ecosystem.
该报告还揭示了以太坊生态系统内的一些重要发展。
* ETH lost some of its market share to Bitcoin, but that’s not the only development CoinGecko cared about. Ethereum’s Layer-2 (L2) transactions rose 17.2% this quarter, but nearly half came from Base. This Ethereum L2 has been a breakout success recently, and it was responsible for 42% of ETH L2 transactions.
* ETH 的部分市场份额被比特币夺走,但这并不是 CoinGecko 关心的唯一发展。以太坊的 Layer-2 (L2) 交易本季度增长了 17.2%,但近一半来自 Base。这个以太坊 L2 最近取得了突破性的成功,它占了 ETH L2 交易的 42%。
* Base has been steadily eating away at Ethereum’s hold over decentralized exchange (DEX) trading, growing while ETH shrinks. Solana has also taken bites out of ETH’s share, as CoinGecko previously noted this chain’s technical advantages.
* Base 一直在稳步蚕食以太坊在去中心化交易所 (DEX) 交易中的地位,在 ETH 萎缩的同时不断增长。 Solana 也蚕食了 ETH 的份额,CoinGecko 此前曾指出该链的技术优势。
* “In 2024 Q3, Ethereum was the dominant chain for DEX trading, though its market share is now consistently below 40%. DEX trading activity continued to flourish on Solana, buoyed by the multitude of meme coins. Meanwhile, Base continued to grow its market share in Q3, despite being a slow quarter for the crypto market,” CoinGecko claimed.
*“2024 年第三季度,以太坊是 DEX 交易的主导链,尽管其市场份额目前一直低于 40%。在大量 Meme 币的推动下,Solana 上的 DEX 交易活动继续蓬勃发展。与此同时,尽管加密货币市场增长缓慢,但 Base 在第三季度的市场份额继续增长。”CoinGecko 声称。
Both Bitcoin and Ethereum had a quarter that was less than stellar, to put it mildly. The crypto market only shrank slightly in Q3 2024, but it’s still a concerning sign. Bitcoin's successes and failures are influenced by a variety of external factors, while Ethereum is facing increasing competition.
温和地说,比特币和以太坊都有一个季度表现不佳。加密货币市场在 2024 年第三季度仅略有萎缩,但这仍然是一个令人担忧的迹象。比特币的成功和失败受到多种外部因素的影响,而以太坊则面临着日益激烈的竞争。
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