分析师表示，DeFi 1.0 代币在当前加密货币市场中展现出前景：COMP、AAVE 和 UNI 成为焦点

加密货币分析师 Altcoin Sherpa 分享了对当前市场 DeFi 1.0 代币的见解。这位分析师讨论了Compound (COMP)、Aave (AAVE) 和Uniswap (UNI) 等项目。

Crypto analyst Altcoin Sherpa has provided his perspective on the potential of DeFi 1.0 tokens in the current market. The analyst discussed projects like Compound (COMP), Aave (AAVE), and Uniswap (UNI), highlighting several characteristics that make these tokens interesting in today’s crypto landscape.

加密货币分析师 Altcoin Sherpa 发表了他对 DeFi 1.0 代币在当前市场潜力的看法。这位分析师讨论了Compound（COMP）、Aave（AAVE）和Uniswap（UNI）等项目，强调了使这些代币在当今加密货币领域变得有趣的几个特征。

Highlighting the strengths of DeFi 1.0 tokens, Sherpa pointed out their high float and lack of any overhanging supply, as most early investors have already exited their positions.

Sherpa 在强调 DeFi 1.0 代币的优势时指出，它们的流通量很高，而且没有任何过剩的供应，因为大多数早期投资者已经退出了头寸。

DeFi 1.0 has very compelling reasons for buying in this current market. I'm talking about coins like $COMP $AAVE $UNI and those types. (Long)

在当前市场上，购买 DeFi 1.0 有非常令人信服的理由。我说的是像 $COMP $AAVE $UNI 这样的硬币和那些类型。 （长的）

Fundamentals:

基本原理：

-High float/no overhanging supply. these are old tokens and all the investors have already jeeted. You DO have to worry…

-高浮动/无悬垂供应。这些都是旧代币，所有投资者都已经买入了。你确实需要担心……

— Altcoin Sherpa (@AltcoinSherpa) March 10, 2023

—山寨币夏尔巴 (@AltcoinSherpa) 2023 年 3 月 10 日

Moreover, these projects continue to play a vital role in the crypto ecosystem, with Aave boasting billions in Total Value Locked (TVL) and Uniswap processing billions in transactions.

此外，这些项目继续在加密生态系统中发挥着至关重要的作用，Aave 拥有数十亿美元的总锁定价值（TVL），Uniswap 处理数十亿美元的交易。

The analyst also highlighted the enduring influence of DeFi 1.0 protocols, with many new DeFi projects on various EVM chains essentially being clones of these original platforms.

这位分析师还强调了 DeFi 1.0 协议的持久影响，各种 EVM 链上的许多新 DeFi 项目本质上都是这些原始平台的克隆。

“Obviously there are sometimes new features but the core parts still stay the same,” Sherpa explained.

“显然，有时会有新功能，但核心部分仍然保持不变，”夏尔巴解释道。

Potential for Fee Switches

费用转换的潜力

An important narrative shift for DeFi 1.0 tokens is related to fee distribution. Sherpa suggested that if these protocols implement fee switches, token holders could receive rewards from the substantial revenue that these platforms generate. This development could significantly enhance the value proposition of these tokens.

DeFi 1.0 代币的一个重要的叙述转变与费用分配有关。 Sherpa 建议，如果这些协议实施费用转换，代币持有者可以从这些平台产生的大量收入中获得奖励。这一发展可以显着提高这些代币的价值主张。

Unlike many newer crypto applications, DeFi 1.0 projects have established user bases and active communities. Sherpa highlighted this as a critical factor.

与许多较新的加密应用程序不同，DeFi 1.0 项目已经建立了用户群和活跃的社区。夏尔巴人强调这是一个关键因素。

“They're also lindy enough to where you can feel pretty safe about many of these staying around for a while.”

“它们也足够柔软，让你可以放心地在其中停留一段时间。”

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Telegram 上的 Notcoin 空投为人们带来了数百万美元的收入。不要错过同一团队的下一个 TG 空投 – Dogs on Ton！

Technical Analysis Perspective

技术分析视角

From a technical standpoint, Sherpa noted that these tokens have been consolidating for about two years, which is a prolonged period of accumulation that often precedes strong price movements. However, he cautioned about potential opportunity costs, as the consolidation might continue for some time.

从技术角度来看，夏尔巴指出，这些代币已经整合了大约两年，这是一个长期的积累期，通常先于价格的强劲波动。不过，他对潜在的机会成本提出了警告，因为整合可能会持续一段时间。

Sherpa shared his personal approach to trading these tokens, explaining that he plans to wait for a clear breakout with volume before entering positions.

Sherpa 分享了他个人交易这些代币的方法，并解释说他计划等待交易量出现明显突破后再建仓。

“Probably won't buy these until I see them do a 2x in price or more and then buy when a clear trend has developed.”

“在我看到它们的价格上涨 2 倍或更多之前，我可能不会购买这些产品，然后在出现明显趋势时购买。”

Also Read: This Solana Chart Patterns Indicates 900% SOL Price Rally

另请阅读：此 Solana 图表模式表明 SOL 价格上涨 900%

Shift in Market Sentiment

市场情绪转变

The analyst suggested a potential shift in market sentiment towards these established projects. He noted growing fatigue with newer tokens that have high fully diluted valuations but lack real communities or users. This trend could drive renewed interest in DeFi 1.0 tokens.

分析师表示，市场情绪可能会转向这些已建立的项目。他指出，人们对较新的代币越来越感到厌倦，这些代币具有很高的完全稀释估值，但缺乏真正的社区或用户。这一趋势可能会重新激发人们对 DeFi 1.0 代币的兴趣。