Meme Token Dogecoin可以超越云网络巨头Arista网络吗？

加密货币在总统唐纳德·特朗普（Donald Trump）在选举之夜取得胜利之后的攀登确实非常出色。比特币（世界上最大的加密货币）的价格飙升了100,000美元，许多Altcoins也飙升。

Cryptocurrency has seen a remarkable ascent following President Donald Trump's victory on election night. The price of Bitcoin, the world's largest cryptocurrency, has surged past $100,000 and many altcoins have also skyrocketed.

在唐纳德·特朗普（Donald Trump）在选举之夜的胜利之后，加密货币在大选之后取得了惊人的上升。比特币的价格是世界上最大的加密货币，已经飙升了100,000美元，许多Altcoins也飙升。

The price of meme token Dogecoin (DOGE -11.24%) has surged 112% since election night. Crypto proponents are optimistic about a regulatory environment that is less burdensome than under former President Joe Biden and likely outright bullish for the sector. Dogecoin's market cap has now surpassed $49.5 billion as I write this, rivaling many large and developed tech and artificial intelligence (AI) companies. Can Dogecoin eventually surpass cloud networking giant Arista Networks (ANET 1.20%), which has a market cap around $143 billion?

自选举之夜以来，模因dogecoin的价格（总督-11.24％）飙升了112％。加密支持者对一个监管环境的乐观态度比前总统乔·拜登（Joe Biden）少，并且可能对该行业的看涨看涨。在我写这篇文章时，Dogecoin的市值现在超过了495亿美元，与许多大型技术和人工智能（AI）公司媲美。 Dogecoin最终能否超越云网络巨头Arista Networks（Anet 1.20％），该网络的市值约为1430亿美元？

Arista Networks has benefited from the AI trade In every big thematic trade, you've got the stocks at the center of the trade and those surrounding them. It's been hard to pinpoint the exact center of the AI trade because it seems like nearly every industry can benefit, and any stock that can prove some connection to AI sees its share price go up as investors get excited. The "Magnificent Seven" stocks have been the largest beneficiaries of the AI trade, with investors betting that their scale and tech prowess can open up serious streams of revenue down the line.

Arista Networks从每项大型主题交易中的AI贸易中受益，您将股票置于贸易的中心和周围的股票。很难确定AI交易的确切中心，因为似乎几乎每个行业都可以受益，并且任何可以证明与人工智能有联系的股票看到其股价上涨，因为投资者感到兴奋。 “宏伟的七个”股票一直是AI交易中最大的受益人，投资者押注他们的规模和技术能力可以在线上开放严重的收入来源。

AI chipmaker Nvidia is at the center of the AI trade even though it's really a pick-and-shovel play, given that it makes the chips that power AI solutions. Arista Networks has been clumped in with the AI trade because it provides scalable cloud solutions for data centers, which AI companies rely on due to the amount of data needed to power the technology. More specifically, Arista designs ethernet switches that assist in fast data transmission, which data centers need to support tech like Nvidia's chips.

AI Chipmaker Nvidia是AI交易的中心，尽管它确实是一场选择，因为它使AI Solutions的芯片使Solutions供电。 Arista网络已与AI交易结合在一起，因为它为数据中心提供了可扩展的云解决方案，AI公司依赖于该数据中心，这是由于该技术为技术供电所需的数据量。更具体地说，Arista设计的以太网开关可以帮助快速数据传输，数据中心需要支持Nvidia的芯片等技术。

The stock has been a big winner in recent years and now has a roughly $143 billion market cap. Following the recent emergence of DeepSeek, a Chinese AI chatbot that reportedly built a similar solution to ChatGPT at a fraction of the cost, Arista stock sold off intensely, like many others in the AI sector. Still, most analysts think the company has a bright future. Analysts at Piper Sandler recently -- before the DeepSeek-fueled AI sell-off -- said that they think the company could be the most talked about "winner" of the recently announced $500 billion Stargate project because switches represent such a large portion AI infrastructure spend and Arista controls significant market share.

近年来，该股票一直是一个很大的赢家，现在拥有大约1430亿美元的市值。据报道，在最近出现的DeepSeek（DeepSeek）出现之后，据报道，它以一小部分成本制定了类似的解决方案，而Arista股票像AI行业中的许多其他人一样强烈地出售了。尽管如此，大多数分析师认为该公司的未来光明。派珀·桑德勒（Piper Sandler）的分析师最近（在DeepSeek燃烧的AI抛售之前）表示，他们认为该公司可能是最近宣布的5000亿美元的Stargate项目中谈论最多的“获胜者”，因为开关代表了如此大的AI基础设施支出和Arista控制着重要的市场份额。

Can Dogecoin leap Arista Networks? Dogecoin has long been one of the largest cryptocurrencies in the world. While it started as a meme token and very much still is today, Dogecoin's life has lasted a lot longer than many probably expected. The cryptocurrency is not viewed to have a strong technical network or possess any great utility. However, what Dogecoin has arguably done better than anyone is use the power of being a viral sensation to create a fervent online community.

Dogecoin可以跳跃Arista网络吗？长期以来，Dogecoin一直是世界上最大的加密货币之一。虽然它最初是一个模因象征，但今天仍然非常依然，但Dogecoin的寿命比许多人预期的要长得多。加密货币不被认为具有强大的技术网络或具有任何出色的实用性。但是，可以说，狗狗币比任何人都做得更好，就是利用病毒式感觉创建一个热情的在线社区。

Dogecoin garnered the attention of many prominent celebrities, like Tesla CEO Elon Musk, which created an even stronger community. Whenever Musk tweets something that has to do with Dogecoin, the token's price often moves higher. However, it's hard to make much of an investment case for Dogecoin. While there is a limit on the issuance of tokens, there is no end date on issuances, so the token doesn't provide investors with any kind of inflation hedge like Bitcoin. Furthermore, the network does not offer anything special from a technical standpoint. It can process about 30 transactions per second, which is better than Bitcoin, but not nearly as high as other networks.

Dogecoin引起了许多著名名人的关注，例如特斯拉首席执行官埃隆·马斯克（Elon Musk），后者创造了一个更强大的社区。每当Musk发推文与Dogecoin有关的东西时，代币的价格通常会更高。但是，很难为Dogecoin做出很多投资案例。尽管发行令牌有限制，但发行没有结束日期，因此代币不会为投资者提供任何类型的通货膨胀对冲，例如比特币。此外，从技术角度来看，该网络没有提供任何特别的东西。它可以每秒处理约30件交易，这比比特币好，但不如其他网络高。

I think Dogecoin can keep moving higher as long as the crypto bull market continues. However, given that it's already more than doubled, I find it unlikely that it will be able to do so again and overtake Arista Networks. If Arista Networks stopped growing, which isn't likely, Dogecoin's current market cap would have to increase roughly 186% to reach Arista Networks' size. Both investments are likely to be volatile, but Arista seems to have a brighter future with more clear catalysts than Dogecoin.

我认为，只要加密牛市继续下去，Dogecoin就可以继续发展。但是，鉴于它已经翻了一番，我发现它不太可能再次这样做并超越Arista网络。如果Arista Networks停止增长（这不太可能），Dogecoin目前的市值将不得不增加约186％的时间才能达到Arista Networks的规模。两项投资都可能是动荡的，但是Arista似乎拥有比Dogecoin更明显的催化剂的未来。