随着唐纳德·特朗普（Donald Trump）的关税风暴继续破坏市场，标准宪章的数字资产研究负责人杰夫·肯德里克（Geoff Kendrick）大胆地预测了哪些加密货币在不久的将来可能会激增。

根据肯德里克（Kendrick）的说法，比特币和雪崩（Avax）是“赢家”，而以太坊却显然不在名单中。他预测，到2029年底，Avax可能会增加十倍，这表明其区块链生态系统的前景有希望。

Donald Trump's tariff storm has been a hot topic in recent months, and it seems that it could continue for some time yet. However, there are other market-moving events that are worth considering.

唐纳德·特朗普（Donald Trump）的关税风暴近几个月来一直是一个热门话题，似乎它可以持续一段时间。但是，还有其他值得考虑的营销活动。

One interesting perspective comes from Geoff Kendrick, Head of Digital Asset Research at Standard Chartered. According to him, Bitcoin and Avalanche (AVAX) are the “winners” in the near-term crypto market, while Ethereum is notably absent from the list.

一个有趣的观点来自标准宪章的数字资产研究主管Geoff Kendrick。据他介绍，比特币和雪崩（Avax）是近期加密市场上的“赢家”，而以太坊却明显不在名单中。

According to Kendrick, AVAX could rise tenfold by the

据肯德里克（Kendrick）称，阿瓦克斯（Avax）可能会升高

Edge Of Trump Term Signals Bitcoin At $500,000

特朗普期限的边缘信号比特币为$ 500,000

For the world’s largest cryptocurrency, investor accessibility and volatility levels are two key factors that will influence Bitcoin’s long-term price.

对于世界上最大的加密货币，投资者可及性和波动性水平是影响比特币长期价格的两个关键因素。

As U.S. regulators inch closer to approving spot Bitcoin ETFs and Trump's administration begins its third term, we can expect to see a gradual reduction in volatility once the ETF market matures, increasing Bitcoin’s share of an optimal gold-BTC portfolio. Access plus lower volatility could see Bitcoin reach the $500,000 level before Trump leaves office.

随着美国监管机构更接近批准比特币ETF，而特朗普的政府开始其第三任期，一旦ETF市场成熟，我们可以期望看到波动性的逐渐降低，从而增加了比特币在最佳的Gold-BTC投资组合中的份额。访问加上较低的波动性可能会使比特币在特朗普离开办公室之前达到500,000美元的水平。

Other experts also share a bullish outlook on Bitcoin's price after Liberation Day. They believe that the cryptocurrency will continue its upward trajectory, driven by factors such as a weakening U.S. dollar, increasing M2 money supply, and potential Federal Reserve rate cuts.

在解放日之后，其他专家还对比特币的价格分享了看法。他们认为，加密货币将继续其向上的轨迹，这是由于美元疲软，增加M2货币供应以及潜在的美联储降低税率等因素所驱动的。

One analyst, Arthur Hayes, former CEO of BitMEX, has even projected that Bitcoin could soar to $250,000 by the end of this year. However, Standard Chartered's forecast suggests that Bitcoin's gains might be more moderate in the near term.

Bitmex前首席执行官亚瑟·海斯（Arthur Hayes）甚至预计，到今年年底，比特币可以飙升至25万美元。但是，标准包机的预测表明，在短期内，比特币的收益可能更为中等。

AVAX Could Rise 10x By 2029

阿瓦克斯到2029年可能会上升10倍

Apart from Bitcoin, Kendrick also identifies Avalanche (AVAX) as a high-growth candidate.

除了比特币外，肯德里克（Kendrick）还将雪崩（Avax）确定为高增长候选人。

AVAX's potential is linked to the Etna upgrade, which has significantly reduced the cost of setting up a subnet on Avalanche. Currently, one-quarter of Avalanche subnets are compatible with Etna. This has led to a surge in developers on Avalanche, with many shifting from Ethereum Layer 2 solutions.

Avax的潜力与ETNA升级有关，这大大降低了在雪崩上建立子网的成本。目前，四分之一的雪崩子网与ETNA兼容。这导致雪崩开发人员激增，许多以太坊第2层解决方案转移。

As a result, we see AVAX outperforming both Bitcoin and Ethereum in terms of relative price gains in the coming years, reaching a level around $250 by end-2029, more than 10x today’s price.

结果，我们看到，在未来几年的相对价格上涨方面，阿瓦克斯的表现都超过了比特币和以太坊，到2029年底的价格约为250美元，今天的价格超过10倍。

Data from the AVAX network shows that by 2025, Avalanche is expected to process over 4 million daily transactions and maintain a monthly transaction volume above 100 million, three times the 2024 average.

来自Avax网络的数据表明，到2025年，预计雪崩将处理超过400万辆交易，并保持每月交易量以上超过1亿，是2024年平均值的三倍。

This signals the efficiency of Ava Labs's efforts to expand the blockchain's throughput and attract more users and developers to the network.

这标志着AVA Labs为扩展区块链的吞吐量而努力的效率，并吸引更多的用户和开发人员进入网络。

Layer 2 Solutions Fragment Ethereum Ecosystem

第2层解决方案碎片以太坊生态系统

Unlike Bitcoin and AVAX, Ethereum faces a less optimistic outlook. Kendrick has revised his end-2025 ETH price forecast downward to $4,000, a sharp drop from his previous $10,000 estimate.

与比特币和avax不同，以太坊面临的前景不太乐观。肯德里克（Kendrick）已将其2025 ETH PRISE预测的修改为4,000美元，这是他以前的10,000美元估计的急剧下降。

According to him, Layer 2 blockchains, which are intended to enhance Ethereum's scalability, have instead harmed its ecosystem.

据他说，旨在增强以太坊可扩展性的第2层区块链损害了其生态系统。

“Layer 2 blockchains were meant to improve ETH scalability, but we estimate that Base (a key Layer 2) has removed $50 billion from ETH’s market cap. Assuming no change in direction from the Ethereum Foundation, we see ETH-BTC continuing to decline. We now expect ETH-USD at $4,000 by end-2025,” Kendrick wrote in an email to BeInCrypto.

“第2层区块链的目的是提高ETH的可伸缩性，但我们估计基础（第2层）已从ETH的市值中取消了500亿美元。假设以太坊基金会的方向没有变化，我们看到ETH-BTC继续下降。我们现在预计到2025年底，ETH-ISD在4,000美元的范围内，” Kendrick在电子邮件发送给BeincIncrypto的一封电子邮件中写道。

At the time of writing, ETH/BTC has dropped to a new low of 0.021 BTC, its lowest level since 2021.

在撰写本文时，ETH/BTC已降至0.021 BTC的新低点，这是自2021年以来的最低水平。

Analysts highlight that the increasing number of Layer 2 solutions has fragmented Ethereum's ecosystem, which has contributed to its disappointing price performance over the past year.

分析师强调，第2层解决方案数量的增加使以太坊的生态系统分散了，这在过去一年中导致了令人失望的价格绩效。

Standard Chartered's forecast paints a divided picture of the post-Liberation Day crypto market. Bitcoin remains dominant due to its increasing accessibility and stabilizing volatility.

标准宪章的预测描绘了解放后的加密货币市场的分歧。比特币由于可及性的增加和稳定波动性而保持占主导地位。

Meanwhile, Avalanche emerges as a strong contender in the EVM blockchain space. Ethereum, despite its foundational role, may face significant challenges unless it addresses its current limitations.

同时，雪崩在EVM区块链空间中成为强大的竞争者。尽管以太坊的基本角色，但除非解决当前的局限性，否则可能会面临重大挑战。