CoinGecko 2024 年第三季度加密货币行业报告：比特币主导地位增强，NFT 交易量下降

尽管 2024 年第三季度加密货币整体市值略有下降，但比特币 (BTC) 的市场份额增长至 53.6%，较上一季度增长 2.7%。

The cryptocurrency market declined by 1% in Q3 2024, finishing at $2.33 trillion, according to CoinGecko’s Q3 2024 Crypto Industry Report.

根据 CoinGecko 的《2024 年第三季度加密货币行业报告》，加密货币市场在 2024 年第三季度下降了 1%，收于 2.33 万亿美元。

After hitting a high in July, the market fell in August due to global economic pressures. Interest rates remained unchanged in the U.S., while Japan raised them.

在7月触及高点后，8月市场因全球经济压力而下跌。美国利率保持不变，而日本则上调利率。

After fluctuating between $2.00 and $2.20 trillion, the market slightly recovered thanks to a U.S. interest rate cut and economic stimulus in China.

在2.00至2.20万亿美元之间波动后，得益于美国降息和中国经济刺激，市场略有复苏。

The average trading volume dropped from Q2 by 3.6% to $88 billion daily.

平均交易量较第二季度下降 3.6% 至每日 880 亿美元。

Despite a slight drop in the overall crypto market cap in Q3 2024, Bitcoin’s (BTC) market share grew to 53.6%, up 2.7% from the previous quarter.

尽管 2024 年第三季度加密货币整体市值略有下降，但比特币 (BTC) 的市场份额增长至 53.6%，较上一季度增长 2.7%。

Although Bitcoin only saw a slight 0.8% gain, it outperformed other cryptocurrencies like Ethereum (ETH) and BNB, which saw more significant declines in market dominance.

尽管比特币仅小幅上涨 0.8%，但其表现优于以太坊 (ETH) 和 BNB 等其他加密货币，后者的市场主导地位下降幅度更大。

This marks the highest level of Bitcoin’s dominance since April 2021.

这标志着自 2021 年 4 月以来比特币统治地位的最高水平。

Ethereum, in particular, had the biggest drop among the top seven cryptocurrencies, losing 3.6% and ending Q3 with a 13.4% market share despite the launch of Ethereum ETFs in July. Decreased interest in Ethereum’s ecosystem likely contributed to the decline.

尤其是以太坊，在七大加密货币中跌幅最大，下跌 3.6%，尽管 7 月份推出了以太坊 ETF，但第三季度末的市场份额为 13.4%。对以太坊生态系统的兴趣下降可能是造成这种下降的原因。

In Q3 2024, the total market cap of the top 20 stablecoins grew by $11 billion, reaching $170.2 billion by the end of the quarter, a 6.9% increase from $159.3 billion.

2024 年第三季度，排名前 20 名的稳定币总市值增长了 110 亿美元，截至季度末达到 1702 亿美元，较 1593 亿美元增长 6.9%。

Tether (USDT) maintained its dominant 70% market share, while USD Coin (USDC) held 21%. Most of the growth came from USDT and USDC, adding $7 billion and $3.3 billion, respectively.

Tether (USDT) 保持着 70% 的市场份额，而 USD Coin (USDC) 则占据 21%。大部分增长来自 USDT 和 USDC，分别增加了 70 亿美元和 33 亿美元。

On the other hand, USD-e saw its first decline, with $1.1 billion in outflows, partially due to a sharp drop in its sUSDe APY. Other top gainers included PYUSD (+66.5%) and GHO (+72.5%), while GUSD (-35.3%) and crvUSD (-47.9%) lost the most market cap in Q3.

另一方面，USD-e 首次出现下跌，流出 11 亿美元，部分原因是其 sUSDe 年化收益率大幅下降。其他涨幅最大的股票包括 PYUSD (+66.5%) 和 GHO (+72.5%)，而 GUSD (-35.3%) 和 crvUSD (-47.9%) 在第三季度市值损失最大。

Gold Outperforms Bitcoin, Rising 13.8%

黄金表现优于比特币，上涨 13.8%

Bitcoin saw a modest price increase of 0.8% in Q3 2024, but most major asset classes outpaced it.

2024 年第三季度，比特币价格小幅上涨 0.8%，但大多数主要资产类别的涨幅均超过了涨幅。

Gold led the way with a 13.8% gain, driven by economic concerns in the U.S. and tensions in the Middle East.

受美国经济担忧和中东紧张局势的推动，黄金上涨 13.8%。

The Japanese Yen also performed well, climbing 12.0% after the Bank of Japan’s surprise rate hike. Only crude oil and the U.S. Dollar Index (DXY) performed worse than Bitcoin due to concerns about demand and interest rate cuts.

日元也表现良好，在日本央行意外加息后上涨了12.0%。由于对需求和降息的担忧，只有原油和美元指数（DXY）的表现比比特币差。

All major fiat currencies strengthened against the dollar.

所有主要法定货币兑美元均走强。

Prediction Markets Surge 565.4%

预测市场飙升565.4%

People bet heavily on the upcoming U.S. elections, leading to a massive growth in prediction markets, increasing by 565.4%.

人们对即将到来的美国大选进行了大量押注，导致预测市场大幅增长，增长了 565.4%。

The top three platforms reached a combined $3.1 billion in volume, up from $466.3 million in the previous quarter.

三大平台的总交易额达到 31 亿美元，高于上一季度的 4.663 亿美元。

Polymarket dominated the space, capturing 99% of the market share, with its betting volume skyrocketing by 713.2%.

Polymarket 占据了该领域的主导地位，占据了 99% 的市场份额，其投注量猛增 713.2%。

Since the start of 2024, $1.7 billion has been wagered on the U.S. Presidential Election, making up about 46% of Polymarket’s total yearly volume.

自 2024 年初以来，针对美国总统选举的投注额已达 17 亿美元，约占 Polymarket 年度总投注额的 46%。

Bitcoin’s total hash rate bounced back from its post-halving decline, increasing by 19.6% in Q3 2024. It grew from 503M TH/s in July to 602M TH/s by the end of the quarter, with the daily average hash rate reaching an all-time high of 743M TH/s in early September.

比特币总算力从减半后的跌势中反弹，2024 年第三季度增长了 19.6%，从 7 月份的 503M TH/s 增长到本季度末的 602M TH/s，日均算力达到9 月初达到 743M TH/s 的历史新高。

Despite this growth, miner profitability continued to drop month-on-month, down 6% in September. Other key developments in the mining sector include Russia legalizing crypto mining and five major mining firms expanding into AI by setting up high-performance computing (HPC) facilities.

尽管出现这种增长，矿商盈利能力仍环比下降，9 月份下降了 6%。采矿业的其他重要发展包括俄罗斯将加密货币采矿合法化，以及五家主要采矿公司通过建立高性能计算（HPC）设施进军人工智能领域。

Transactions on the top 10 Ethereum Layer 2 networks increased by 17.2%, reaching almost 10 million daily transactions by the end of September.

截至 9 月底，排名前 10 位的以太坊第 2 层网络的交易量增长了 17.2%，日交易量接近 1000 万笔。

In contrast, the Ethereum mainnet processes about 1 million transactions daily.

相比之下，以太坊主网每天处理约 100 万笔交易。

Base led the charge, handling 42.5% of all Layer 2 transactions. Arbitrum was next with 18.9%, followed by Blast

Base 处于领先地位，处理了所有第 2 层交易的 42.5%。 Arbitrum 紧随其后，占 18.9%，其次是 Blast