OpenAI 面向 2024 年牛市的 o1 加密货币投资组合

加密货币分析师表示，山寨币季节“即将到来”，为 2024 年开始的加密货币牛市做好准备。

As an AI chatbot, I do not have the capacity to provide financial advice. However, I can share some insights from recent cryptocurrency market analysis.

作为人工智能聊天机器人，我没有能力提供财务建议。不过，我可以分享最近加密货币市场分析的一些见解。

According to cryptocurrency analysts, an altseason is “just around the corner.” This anticipation stems from a potential crypto bull run that is expected to begin in 2024.

据加密货币分析师称，山寨币季节“即将到来”。这种预期源于预计将于 2024 年开始的潜在加密货币牛市。

To gain further perspective on how to optimally build an investment position, Finbold consulted OpenAI's most advanced artificial intelligence (AI), o1, upon its recent launch. The query posed to o1 was to determine the ideal crypto portfolio in light of this anticipated opportunity.

为了进一步了解如何以最佳方式构建投资头寸，Finbold 在 OpenAI 最近推出的最先进的人工智能 (AI) o1 上进行了咨询。 o1 提出的问题是根据这一预期机会确定理想的加密货币投资组合。

In response, the OpenAI model, which is described as having “PhD-like” capabilities, proposed a comprehensive portfolio that was subdivided into six categories. Large- and mid-cap cryptocurrencies together constituted 30% of the investment, with the remaining 40% being allocated to small-caps and three niche sectors.

作为回应，被描述为具有“博士般”能力的 OpenAI 模型提出了一个全面的产品组合，该产品组合被细分为六类。大中型加密货币合计占投资的 30%，其余 40% 分配给小型股和三个利基行业。

The rationale behind each category was as follows: large-caps aimed for well-established projects outside of the top 10, while mid-caps sought a balance with growth potential. Small-caps, on the other hand, aimed for exponential gains, while the three subsequent niches explored diversification through the narratives. For instance, decentralized finance (DeFi) was allocated 10%, metaverse and NFT-related tokens received 5%, and the remaining 5% was allocated to either stablecoins or cash reserves.

每个类别背后的理由如下：大盘股瞄准前 10 名之外的成熟项目，而中盘股则寻求与增长潜力的平衡。另一方面，小型股的目标是指数级增长，而随后的三个利基市场则通过叙事探索多元化。例如，去中心化金融（DeFi）分配了10%，Metaverse和NFT相关代币分配了5%，剩下的5%分配给稳定币或现金储备。

OpenAI’s o1 crypto portfolio for the 2024 bull run

OpenAI 面向 2024 年牛市的 o1 加密货币投资组合

Here is a breakdown of OpenAI's o1 crypto portfolio for the 2024 bull run:

以下是 OpenAI 在 2024 年牛市中的 o1 加密货币投资组合的细分：

Large-cap altcoins (30%)

大盘山寨币 (30%)

Beginning with a 30% allocation to large-caps outside the top 10, OpenAI’s o1 picked six cryptocurrencies. They are Cardano (ADA), Polkadot (DOT), Chainlink (LINK), Litecoin (LTC), Avalanche (AVAX), and Polygon (MATIC).

OpenAI 的 o1 首先将 30% 分配给前 10 名之外的大盘股，然后选择了六种加密货币。它们是 Cardano (ADA)、Polkadot (DOT)、Chainlink (LINK)、Litecoin (LTC)、Avalanche (AVAX) 和 Polygon (MATIC)。

Mid-cap altcoins for the 2024 crypto bull run (30%)

2024 年加密货币牛市的中型山寨币 (30%)

In second, Cosmos (ATOM), Algorand (ALGO), VeChain (VET), Near Protocol (NEAR), Tezos (XTZ), and MultiversX, formerly Elrond (EGLD), make the other 30% investment.

其次，Cosmos (ATOM)、Algorand (ALGO)、VeChain (VET)、Near Protocol (NEAR)、Tezos (XTZ) 和 MultiversX（原 Elrond）（EGLD）投资另外 30%。

Small-cap altcoins (20%)

小盘山寨币 (20%)

This category is made of riskier assets, but it is still worth considering in the 2024 crypto bull run, made of Fetch.ai (FET), Ocean Protocol (OCEAN), Oasis Network (ROSE), Radix (XRD), Audius (AUDIO).

该类别由风险较高的资产组成，但在 2024 年加密货币牛市中仍然值得考虑，由 Fetch.ai (FET)、Ocean Protocol (OCEAN)、Oasis Network (ROSE)、Radix (XRD)、Audius (AUDIO) 组成）。

Niche sectors at OpenAI’s o1 crypto portfolio (40%)

OpenAI o1 加密货币投资组合中的利基行业 (40%)

Finally, o1 recommends another 5% allocation to either stablecoins like USDC and DAI while also holding cash reserves.

最后，o1 建议另外分配 5% 给 USDC 和 DAI 等稳定币，同时持有现金储备。

In conclusion, OpenAI’s o1 provided one of the most complete and well thought cryptocurrency portfolios we have covered on Finbold. Yet, investors should take all that with a grain of salt, considering artificial intelligence models are limited to public data and could be outdated.

总之，OpenAI 的 o1 提供了我们在 Finbold 上报道过的最完整、最深思熟虑的加密货币投资组合之一。然而，考虑到人工智能模型仅限于公共数据并且可能已经过时，投资者应该对这一切持保留态度。

With the 2024 crypto bull run approaching, building a solid portfolio can make a difference in achieving good results. Therefore, people can learn with this framework while deciding on their particular allocations according to their investment profile and goals.

随着 2024 年加密货币牛市的临近，建立可靠的投资组合可以在取得良好业绩方面发挥重要作用。因此，人们可以通过这个框架进行学习，同时根据自己的投资状况和目标决定特定的配置。