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无论谁在 11 月份当选总统,该银行的分析师总体上仍然看好比特币和加密货币。
Solana (SOL) appears overvalued relative to Ethereum (ETH) based on several metrics, but the relative performance of each token and bitcoin (BTC) will depend on who becomes the next U.S. president, according to a Tuesday report by Standard Chartered Bank.
根据渣打银行周二的一份报告,根据多项指标,Solana (SOL) 相对于以太坊 (ETH) 似乎被高估,但每种代币和比特币 (BTC) 的相对表现将取决于谁成为下一任美国总统。
Led by Geoff Kendrick, the global head of digital assets research, the bank’s analysts expect more favorable crypto regulations and higher chances of approval for spot-based solana ETFs if Donald Trump gets elected, while a Kamala Harris-led administration could be不利 to smaller, riskier cryptocurrencies.
在数字资产研究全球主管杰夫·肯德里克 (Geoff Kendrick) 的带领下,该银行的分析师预计,如果唐纳德·特朗普当选,将会有更有利的加密货币监管,现货 solana ETF 获得批准的机会也会更高,而卡马拉·哈里斯 (Kamala Harris) 领导的政府可能对小型企业不利。 ,风险较高的加密货币。
As such, the team predicts SOL to be the best performer of the three in a Trump administration, followed by ether and then bitcoin. In a Harris administration, expect the opposite, said StanChart, with bitcoin leading ether and sol bringing up the rear.
因此,该团队预测 SOL 将成为特朗普政府三者中表现最好的,其次是以太币,然后是比特币。渣打银行表示,在哈里斯政府中,预计情况恰恰相反,比特币领先以太坊,而索尔则位居最后。
The bank’s analysts, however, remain bullish on crypto no matter who wins the November election, seeing ether rallying to $7,000 by the end of 2025 in a Harris administration and $10,000 under Trump. The bank previously had a year-end 2025 ETH price target of $14,000.
然而,无论谁赢得 11 月的大选,该银行的分析师仍然看好加密货币,预计到 2025 年底,在哈里斯政府领导下,以太坊价格将上涨至 7,000 美元,而在特朗普领导下,以太坊价格将上涨至 10,000 美元。该银行此前设定的 2025 年底 ETH 价格目标为 14,000 美元。
Bitcoin could surge to $200,000 during the same period, regardless of who gets elected, the report said.
报告称,无论谁当选,比特币在同一时期都可能飙升至 20 万美元。
Solana overvalued versus ETH
Solana 相对 ETH 被高估
Ethereum has been the dominant layer-1 network for blockchain applications, but Solana’s increasing blockchain activity and sol’s rapid price surge convinced many crypto observers that a change in leadership is due.
以太坊一直是区块链应用程序的主导第一层网络,但 Solana 不断增加的区块链活动和 sol 的快速价格飙升让许多加密货币观察家相信领导层的变化是时候发生了。
While crypto valuations aren’t standardized as in traditional assets, Standard Chartered analysts noted several metrics that showed sol being overvalued compared to ether.
虽然加密货币的估值不像传统资产那样标准化,但渣打银行分析师指出,一些指标显示 sol 与以太坊相比被高估。
Sol’s ratio of market capitalization versus network fee revenues is 250, more than double than ETH’s 121. Solana’s supply grows around 5.5% annually, while ETH’s token inflation rate stands around 0.5% a year, they added. Higher inflation means that sol’s real staking yield is 1%, compared to ETH’s 2.3%. Meanwhile, 38% of all established developers in the blockchain industry work on the Ethereum ecosystem, with Solana claiming a 9% share.
Sol 的市值与网络费用收入之比为 250,是 ETH 121 的两倍多。他们补充说,Solana 的供应量每年增长约 5.5%,而 ETH 的代币通胀率每年约为 0.5%。较高的通胀意味着 sol 的实际质押收益率为 1%,而 ETH 为 2.3%。与此同时,区块链行业中 38% 的成熟开发者致力于以太坊生态系统,其中 Solana 占据 9% 的份额。
“Sol valuation metrics suggest the market is pricing in a very bright growth future for Solana, with a 100-400x increase in throughput expected,” said Kendrick. “Such valuations would be easier to justify under a Trump administration than a Harris one,” he added.
Kendrick 表示:“Sol 估值指标表明,市场对 Solana 的增长前景非常乐观,预计吞吐量将增长 100-400 倍。”他补充道:“在特朗普政府领导下,这种估值比哈里斯政府更容易证明其合理性。”
In order to uphold its current valuation, Solana will need to claim dominance in multiple crypto sectors with high traffic such as finance, consumer and decentralized physical infrastructure (DePIN) and activate the Firedancer client that allows increased efficiency, the report said.
报告称,为了维持目前的估值,Solana 将需要在金融、消费者和去中心化物理基础设施 (DePIN) 等多个高流量加密领域占据主导地位,并激活 Firedancer 客户端以提高效率。
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