Grayscale Research 公布第四季度潜力巨大的 20 种数字资产

Grayscale Research 公布了今年第四季度具有巨大潜力的 20 种数字资产清单。

Grayscale has unveiled its list of 20 digital assets with high potential for Q4, with six new cryptocurrencies being added.

Grayscale 公布了第四季度具有高潜力的 20 种数字资产清单，其中增加了 6 种新的加密货币。

Grayscale Research unveiled a list of 20 digital assets that they believe hold strong potential for the fourth quarter of the year. In compiling this list, Grayscale considered upcoming catalysts, trending market themes, and token-specific fundamentals. Six new cryptocurrencies were added to the list, including Sui (SUI), Optimism (OP), Helium (HNT), Bittensor (TAO), UMA Protocol (UMA), and Celo (CELO).

Grayscale Research 公布了一份包含 20 种数字资产的清单，他们认为这些资产在今年第四季度具有强大的潜力。在编制此列表时，灰度考虑了即将到来的催化剂、趋势市场主题和特定代币的基本面。列表中添加了六种新的加密货币，包括 Sui (SUI)、Optimism (OP)、Helium (HNT)、Bittensor (TAO)、UMA Protocol (UMA) 和 Celo (CELO)。

Recently, CNF reported on SUI’s significant price surge of over 50% in just seven days, which was largely attributed to Grayscale's SUI Trust and rising institutional interest. In line with this momentum, Grayscale Research announced its Top 20 digital assets for Q4, which they believe hold strong potential due to key catalysts, market trends, and token-specific fundamentals—SUI being a prime example of this upward trend.

最近，CNF 报道称，SUI 价格在短短 7 天内大幅飙升超过 50%，这在很大程度上归功于灰度的 SUI 信托和机构兴趣的上升。与这一势头相一致，Grayscale Research 公布了第四季度的前 20 名数字资产，他们认为，由于关键催化剂、市场趋势和特定代币的基本面，这些资产具有强大的潜力——SUI 就是这种上升趋势的一个典型例子。

Grayscale Research announced its Top 20 list featuring assets that, in our view, have high potential* for Q4 based on upcoming catalysts, trending market themes, and token-specific fundamentals.

Grayscale Research 公布了前 20 名资产名单，我们认为，根据即将到来的催化剂、趋势市场主题和特定代币的基本面，这些资产在第四季度具有很高的潜力*。

Read the full Report: https://t.co/CAfxiF18kH pic.twitter.com/QwpySro7Ne

阅读完整报告：https://t.co/CAfxiF18kH pic.twitter.com/QwpySro7Ne

— Grayscale (@Grayscale) September 26, 2024

- 灰度 (@Grayscale) 2024 年 9 月 26 日

Highlighted New Additions

突出显示的新增内容

Sui and Optimism stand out for their high-performance infrastructure. Grayscale highlighted that Sui, a third-generation blockchain, has outpaced Solana in transaction speed, while Optimism is notable for its “Superchain” network, which shares a common open-source tech stack.

Sui 和 Optimism 因其高性能基础设施而脱颖而出。 Grayscale 强调，第三代区块链 Sui 在交易速度上超过了 Solana，而 Optimism 则以其共享通用开源技术堆栈的“Superchain”网络而闻名。

Other promising assets include UMA, which may benefit from prediction markets like Polymarket, and Celo, poised to rise with stablecoin adoption. Helium's IoT-focused network was highlighted for its revenue generation, while Bittensor is viewed as an AI play, merging blockchain and artificial intelligence for decentralized solutions.

其他有前途的资产包括 UMA，它可能会受益于 Polymarket 等预测市场，而 Celo 则有望随着稳定币的采用而崛起。 Helium 以物联网为中心的网络因其创收而备受瞩目，而 Bittensor 则被视为人工智能游戏，将区块链和人工智能融合在一起以提供去中心化解决方案。

Assets Dropping from the List and BTC Price

跌出资产及BTC价格

Some digital assets, such as ThorChain (RUNE) and Raydium (RAY), have fallen out of Grayscale's top 20 for this quarter as the asset manager adjusts its outlook for Q4.

随着资产管理公司调整第四季度的前景，ThorChain (RUNE) 和 Raydium (RAY) 等一些数字资产已跌出本季度 Grayscale 的前 20 名。

Building on recent CNF coverage of the Grayscale Bitcoin Trust's record-breaking 72-day outflow, discussions have emerged about whether BTC's price could drop below $60,000. However, current data from CoinMarketCap shows BTC trading at $65,563.75, with a 1.86% price increase over the last day and a 3.36% gain over the past week, indicating continued resilience in the market.

基于 CNF 最近对灰度比特币信托基金创纪录的 72 天资金流出的报道，人们开始讨论 BTC 的价格是否可能跌破 60,000 美元。然而，CoinMarketCap 目前的数据显示，BTC 交易价格为 65,563.75 美元，较上日上涨 1.86%，较上周上涨 3.36%，表明市场持续弹性。