2024 年 Polkadot (DOT) 价格预测：DOT 今年下跌 20% 后能否恢复？

由于对其生态系统的担忧仍然存在，2024 年 Polkadot 的价格落后于其他领先的 Layer 1 代币。 DOT今年跌幅超20%

Polkadot (CRYPTO: DOT) price has underperformed other leading layer 1 tokens in 2024 amid concerns about the relative weakness of its ecosystem.

由于担心其生态系统相对薄弱，Polkadot（CRYPTO：DOT）价格在 2024 年表现落后于其他领先的 Layer 1 代币。

While tokens like Ethereum (CRYPTO: ETH), Tron (CRYPTO: TRX), Toncoin (CRYPTO: TON), and BNB (CRYPTO: BNB) have risen by double digits this year, DOT has dropped by over 20%.

虽然以太坊 (CRYPTO: ETH)、Tron (CRYPTO: TRX)、Toncoin (CRYPTO: TON) 和 BNB (CRYPTO: BNB) 等代币今年上涨了两位数，但 DOT 却下跌了 20% 以上。

Here's a closer look at why Polkadot has underperformed the market and why one crypto analyst is bullish on the token despite this underperformance.

以下是 Polkadot 表现不佳的原因以及为什么一位加密货币分析师尽管表现不佳但仍看好该代币的原因。

Polkadot Ecosystem Performance

Polkadot 生态系统性能

One of the main reasons for Polkadot's underperformance is a general belief that it has a relatively weak ecosystem compared to peers like Ethereum and Solana (CRYPTO: SOL).

Polkadot 表现不佳的主要原因之一是人们普遍认为，与以太坊和 Solana（加密货币：SOL）等同行相比，它的生态系统相对较弱。

For instance, Ethereum boasts some of the largest players in the industry in its ecosystem. Some of the key protocols in the Ethereum ecosystem include Lido (CRYPTO: LDO), Maker (CRYPTO: MKR), Compound (CRYPTO: COMP), RocketPool (CRYPTO: RPL), Uniswap (CRYPTO: UNI), and Aave (CRYPTO: AAVE).

例如，以太坊在其生态系统中拥有一些业内最大的参与者。以太坊生态系统中的一些关键协议包括 Lido (CRYPTO: LDO)、Maker (CRYPTO: MKR)、Compound (CRYPTO: COMP)、RocketPool (CRYPTO: RPL)、Uniswap (CRYPTO: UNI) 和 Aave (CRYPTO: UNI)亚夫）。

Solana, on the other hand, is home to most of the popular meme coins like dogwifhat (CRYPTO: WIF), Popcat (CRYPTO: POP), and Book of Meme (CRYPTO: BOME). It also has fast-growing decentralized exchange (DEX) exchanges like Raydium (CRYPTO: RAY), Orca (CRYPTO: ORC), and Jupiter (CRYPTO: JUP) in its ecosystem.

另一方面，Solana 是大多数流行 Meme 币的所在地，例如 Dogwifhat (CRYPTO: WIF)、Popcat (CRYPTO: POP) 和 Book of Meme (CRYPTO: BOME)。它的生态系统中还拥有快速增长的去中心化交易所 (DEX)，例如 Raydium (CRYPTO: RAY)、Orca (CRYPTO: ORC) 和 Jupiter (CRYPTO: JUP)。

A look at third-party data shows that Polkadot's ecosystem has not been as vibrant. For example, Acala Network's total value locked (TVL) has dropped to around $60 million, with the amount of stablecoins in the platform at just $61,000.

第三方数据显示，Polkadot 的生态系统并没有那么活跃。例如，Acala Network 的总锁定价值（TVL）已降至 6000 万美元左右，平台中的稳定币数量仅为 61,000 美元。

Other parts of the Polkadot ecosystem like Centrifuge (CRYPTO: CFG), Interlay (CRYPTO: INTR), and HydraDX (CRYPTO: HDX) have also seen little traction among developers and investors.

Polkadot 生态系统的其他部分，如 Centrifuge (CRYPTO: CFG)、Interlay (CRYPTO: INTR) 和 HydraDX (CRYPTO: HDX) 也没有受到开发商和投资者的关注。

Crypto Analyst Bullish On Polkadot Price

加密货币分析师看好 Polkadot 价格

Despite this gloom, one of the more notable crypto experts has a bullish stance on the token. In an X post, Rekt Finance noted that Polkadot is his favorite layer 1 crypto right now.

尽管存在这种悲观情绪，但一位最著名的加密货币专家对该代币仍持看涨立场。 Rekt Finance 在 X 帖子中指出，Polkadot 是他目前最喜欢的第 1 层加密货币。

He cited the fact that Polkadot had entered the artificial intelligence (AI) race through platforms like Phala Network (CRYPTO: PHA) and Origin Trail (CRYPTO: OTR).

他列举了 Polkadot 已通过 Phala Network (CRYPTO: PHA) 和 Origin Trail (CRYPTO: OTR) 等平台进入人工智能 (AI) 竞赛的事实。

Phala Network, a platform on Polkadot, has started to offer AI coprocessor solutions with over 34k online workers and 150,880 vCPU in its network. Its solution helps developers build AI agents that closely integrate with on-chain smart contracts.

Phala Network 是 Polkadot 上的一个平台，已开始提供 AI 协处理器解决方案，其网络中拥有超过 34,000 个在线工作人员和 150,880 个 vCPU。其解决方案帮助开发人员构建与链上智能合约紧密结合的人工智能代理。

OriginTrail, on the other hand, provides verifiable internet for AI with Decentralized Knowledge Graph (DKG). It does that by leveraging the synergies of crypto, internet, and artificial intelligence technologies. By doing that, it helps to address challenges like misinformation, data ownership, and intellectual property.

另一方面，OriginTrail 通过去中心化知识图（DKG）为人工智能提供可验证的互联网。它通过利用加密货币、互联网和人工智能技术的协同作用来做到这一点。通过这样做，它有助于解决错误信息、数据所有权和知识产权等挑战。

Polkadot has also moved into the Real-World Asset (RWA) tokenization, which is expected to be a multi-billion dollar industry. Some of the RWA platforms in its ecosystem are Centrifuge, Energy Web (CRYPTO: EWT), and Phyken Network (CRYPTO: PHK).

Polkadot 还进入了现实世界资产（RWA）代币化领域，预计这将是一个价值数十亿美元的行业。其生态系统中的一些 RWA 平台包括 Centrifuge、Energy Web（加密货币：EWT）和 Phyken Network（加密货币：PHK）。

Still, while Rekt is bullish on Polkadot, its recovery will likely depend on the performance of Bitcoin (CRYPTO: BTC) and the vibrancy of its ecosystem.

尽管如此，尽管 Rekt 看好 Polkadot，但其复苏可能取决于比特币（加密货币：BTC）的表现及其生态系统的活力。