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在周四的报告中,灰度更新了其加密行业指数,展示了数字资产行业中的新兴主题。主要趋势包括去中心化人工智能(AI)平台的兴起、传统资产代币化的努力以及模因币的日益普及。
Crypto asset manager Grayscale has highlighted key trends in crypto for the final quarter of the year, including the rise of decentralized AI platforms, efforts to tokenize traditional assets, and the popularity of memecoins.
加密资产管理公司 Grayscale 强调了今年最后一个季度加密货币的主要趋势,包括去中心化人工智能平台的兴起、传统资产代币化的努力以及模因币的流行。
Grayscale Highlights Key Trends In Crypto
灰度凸显了加密货币的主要趋势
In its latest report on Thursday, Grayscale updated its Crypto Sectors Indexes, revealing emerging themes within the digital asset industry. Among the key trends are the rise of decentralized artificial intelligence (AI) platforms, efforts to tokenize traditional assets, and the growing popularity of memecoins.
在周四的最新报告中,灰度更新了其加密行业指数,揭示了数字资产行业的新兴主题。主要趋势包括去中心化人工智能(AI)平台的兴起、传统资产代币化的努力以及模因币的日益普及。
Notably, Bitcoin and the cryptocurrency sector have outperformed other market segments in 2024, likely due to the successful launch of spot Bitcoin exchange-traded products (ETPs) in the US earlier this year and favorable macroeconomic conditions following the Federal Reserve’s (Fed) interest rate cut on 18 September.
值得注意的是,比特币和加密货币行业在 2024 年的表现优于其他细分市场,这可能是由于今年早些时候在美国成功推出现货比特币交易所交易产品 (ETP) 以及美联储 (Fed) 利率调整后有利的宏观经济条件9月18日削减。
While gaining 13% this year, Ethereum has underperformed Bitcoin but still outperformed many other cryptocurrencies. Grayscale’s Crypto Sectors Market Index (CSMI) has seen a slight decline of about 1% year-to-date, with the Smart Contract Platforms Crypto Sector Index down approximately 11%, making Ethereum’s performance relatively stronger than its peers.
虽然以太坊今年上涨了 13%,但表现落后于比特币,但仍优于许多其他加密货币。 Grayscale 的加密货币行业市场指数(CSMI)今年迄今小幅下跌约 1%,其中智能合约平台加密货币行业指数下跌约 11%,使得以太坊的表现相对强于同行。
Despite its challenges, the asset manager finds that Ethereum remains the Smart Contract Platforms sector leader, boasting the highest number of applications, developers, and fee revenue.
尽管面临挑战,资产管理公司发现以太坊仍然是智能合约平台领域的领导者,拥有最多的应用程序、开发人员和费用收入。
Top 20 Cryptocurrencies For Upcoming Quarter
下一季度排名前 20 的加密货币
In compiling its quarterly Top 20 list of cryptocurrencies, Grayscale thoroughly analyzes hundreds of digital assets. This list serves as a diverse selection of assets with high potential for the upcoming quarter.
在编制季度加密货币前 20 名名单时,Grayscale 彻底分析了数百种数字资产。该列表是下一季度具有高潜力的多样化资产选择。
Among those highlighted by the firm are standout performers such as Sui (SUI), Bittensor (TAO), Optimism (OP), Helium (HNT), Celo (CELO), and the UMA Protocol (UMA). However, below is the full list with other assets beyond these to which Grayscale pays particular attention.
该公司重点关注的项目包括 Sui (SUI)、Bittensor (TAO)、Optimism (OP)、Helium (HNT)、Celo (CELO) 和 UMA Protocol (UMA) 等表现出色的项目。然而,下面是除这些之外灰度特别关注的其他资产的完整列表。
Sui, a third-generation blockchain created by former Meta engineers, has made waves following a recent network upgrade that increased its transaction speed by 80%, surpassing Solana’s capabilities.
Sui 是由前 Meta 工程师创建的第三代区块链,在最近的网络升级后引起了轰动,其交易速度提高了 80%,超越了 Solana 的能力。
Optimism, an Ethereum Layer 2 solution, plays a critical role in scaling the Ethereum network. It has developed a framework called the “Superchain,” which is utilized by platforms like Coinbase’s Layer 2 BASE.
Optimism 是以太坊第 2 层解决方案,在扩展以太坊网络方面发挥着关键作用。它开发了一个名为“Superchain”的框架,Coinbase 的 Layer 2 BASE 等平台都使用该框架。
Celo and UMA are capitalizing on unique trends, with Celo focusing on stablecoin use and payment solutions in developing regions, particularly in Africa. The platform recently surpassed Tron in stablecoin usage, while UMA serves as an oracle network for decentralized applications like Polymarket.
Celo 和 UMA 正在利用独特的趋势,Celo 专注于发展中地区(尤其是非洲)的稳定币使用和支付解决方案。该平台最近在稳定币使用方面超过了 Tron,而 UMA 则充当 Polymarket 等去中心化应用程序的预言机网络。
Helium’s inclusion in the Top 20 reflects Grayscale’s preference for category leaders with sustainable revenue models. The project has established itself as a leader in decentralized physical infrastructure networks (DePIN), growing its network to over one million hotspots and generating significant fee revenues.
Helium 进入前 20 名反映出 Grayscale 对具有可持续收入模式的类别领导者的偏爱。该项目已成为去中心化物理基础设施网络 (DePIN) 的领导者,其网络已发展到超过 100 万个热点,并产生了可观的费用收入。
Bittensor, which focuses on the intersection of AI and crypto, has recently gained recognition within Grayscale’s framework due to improvements in market structure, offering a decentralized platform for AI innovation.
专注于人工智能和加密货币交叉的Bittensor,由于市场结构的改善,最近在灰度框架内获得了认可,为人工智能创新提供了去中心化平台。
In this quarter’s adjustments, Grayscale has rotated out several assets, including Render, Mantle, ThorChain, Pendle, Illuvium, and Raydium. While Grayscale sees value in these projects, the revised Top 20 list aims to offer more compelling risk-adjusted returns for investors in the coming months.
在本季度的调整中,Grayscale 轮换了多项资产,包括 Render、Mantle、ThorChain、Pendle、Illuvium 和 Raydium。虽然 Grayscale 看到了这些项目的价值,但修订后的 Top 20 榜单旨在在未来几个月为投资者提供更引人注目的风险调整回报。
At the time of writing, the biggest winner across all time frames in Grayscale’s top 20 list is Bittensor’s TAO token, which has seen gains of 86% over the fourteen-day time frame and a substantial 841% year-to-date, resulting in a current trading price of $536.
截至撰写本文时,Grayscale 前 20 名名单中所有时间范围内的最大赢家是 Bittensor 的 TAO 代币,该代币在 14 天的时间范围内上涨了 86%,今年迄今涨幅高达 841%,导致当前交易价格为 536 美元。
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