Grayscale Research 公布了 20 种预计在 2024 年第四季度表现良好的加密货币

Grayscale 的研究团队公布了预计在 2024 年最后一个季度表现良好的前 20 种加密货币。

Grayscale unveiled its Top 20 digital assets across Crypto Sectors that had potential in Q4 based on token-specific fundamentals and trending market themes.

Grayscale 根据特定代币的基本面和趋势市场主题，公布了其在第四季度具有潜力的加密行业前 20 种数字资产。

The report included six new altcoins, Celo, Optimism, Sui, UMA Protocol, Helium, and Bittensor. Grayscale replaced Raydium, THORChain, Illuvium, Render, Mantle, and Pendle with the new altcoins.

该报告包括六种新的山寨币：Celo、Optimism、Sui、UMA Protocol、Helium 和 Bittensor。 Grayscale 用新的山寨币取代了 Raydium、THORChain、Illuvium、Render、Mantle 和 Pendle。

The report used the FTSE Grayscale Crypto Sectors Index Series to measure, monitor, and provide a comprehensive framework for understanding the underlying technology in digital assets. Grayscale's research team explained that the framework was designed to update and rebalance the evolving digital assets marketplace. The last quarterly process ended on September 20.

该报告使用富时灰度加密行业指数系列来衡量、监控并提供一个全面的框架来了解数字资产的基础技术。 Grayscale 的研究团队解释说，该框架旨在更新和重新平衡不断发展的数字资产市场。最后一个季度流程于 9 月 20 日结束。

The research team recognized Sui for its 80% surge in transaction speed and Bittensor for its enhancement of AI and crypto integration. Grayscale debuted the Grayscale Sui Trust and the Grayscale Bittensor Trust last month to reaffirm its faith in the altcoins’ outstanding performance and great growth potential.

研究团队认可了 Sui 的交易速度提升了 80%，以及 Bittensor 增强了人工智能和加密货币集成的能力。 Grayscale 上个月推出了 Grayscale Sui Trust 和 Grayscale Bittensor Trust，以重申其对山寨币出色表现和巨大增长潜力的信心。

Ethereum Layer 2 solutions Celo (mobile-first chain) and Optimism, as well as UMA supporting the Polymarket prediction platform, were included in the list. The research team noticed them for their projected contributions to payment solutions, scaling solutions, and the transparent, decentralized resolution of market outcomes, respectively. Helium, on the other hand, was recognized for its specialization in DePIN (decentralized physical infrastructure networks).

以太坊第 2 层解决方案 Celo（移动优先链）和 Optimism，以及支持 Polymarket 预测平台的 UMA 均包含在列表中。研究团队注意到他们分别对支付解决方案、扩展解决方案以及市场结果的透明、去中心化解决方案的预计贡献。另一方面，Helium 因其在 DePIN（去中心化物理基础设施网络）方面的专业性而受到认可。

Grayscale's report suggested including digital assets like Solana, Bitcoin, Ether, Toncoin, Uniswap, and Chainlink in the Q4 portfolio. The digital assets were recommended due to their good historical performance.

Grayscale 的报告建议将 Solana、比特币、以太币、Toncoin、Uniswap 和 Chainlink 等数字资产纳入第四季度的投资组合中。数字资产因其良好的历史表现而被推荐。

The report also revealed that Ethereum had gained 13%, outperforming other major digital assets. Bitcoin dominated the Currencies sector, while Ethereum faced stiff competition within the Smart Contract Platforms sector. Alternative smart contract platforms like Near, Solana, Tron, and Toncoin also gained traction in 2024. Grayscale's analysis also projected the growth of the entire smart contract platform sector in Q4

该报告还显示，以太坊上涨了 13%，跑赢其他主要数字资产。比特币在货币领域占据主导地位，而以太坊在智能合约平台领域面临着激烈的竞争。 Near、Solana、Tron 和 Toncoin 等替代智能合约平台也在 2024 年获得了关注。Grayscale 的分析还预测了整个智能合约平台领域在第四季度的增长

The research team also warned that investing in crypto assets was risky. According to Grayscale, factors like smart contract vulnerabilities and regulatory uncertainties added more risk to crypto investing. The team also cautioned potential investors about the inherent risks of high market volatility.

研究团队还警告说，投资加密资产是有风险的。据 Grayscale 称，智能合约漏洞和监管不确定性等因素增加了加密货币投资的风险。该团队还提醒潜在投资者注意市场高波动性的固有风险。