新年始于加密货币市场的大张旗鼓

在唐纳德·特朗普总统的加密计划下，美国将成为“世界的加密首都”。

The new year started off with considerable fanfare for the cryptocurrency market. Under President Donald Trump's crypto plan, America was going to become "the crypto capital of the world." That meant deregulating the crypto market, promoting innovative uses for blockchain technology within the financial markets, and becoming a Bitcoin (CRYPTO: BTC) superpower.

新年始于加密货币市场的大张旗鼓。在唐纳德·特朗普总统的加密计划下，美国将成为“世界的加密首都”。这意味着放松加密市场，促进金融市场中区块链技术的创新用途，并成为比特币（Crypto：BTC）超级大国。

Those promises mostly have been kept. The White House even hosted a Crypto Summit on March 7. But broader macroeconomic weakness -- in the form of tariffs and recession fears -- have sent crypto markets tumbling. Cryptocurrencies are down across the board, so it's hard to tell what's hot, and what's not. So let's take a closer look at key Trump priorities for crypto.

这些承诺主要保留。白宫甚至于3月7日举行了加密峰会。但更广泛的宏观经济弱点 - 以关税和经济衰退的恐惧形式，使加密货币市场蓬勃发展。加密货币全面降低，因此很难说出什么是热的，什么不是热。因此，让我们仔细研究Crypto的主要特朗普优先事项。

Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More »

现在在哪里投资1,000美元？我们的分析师团队刚刚透露了他们认为现在要购买的10种最佳股票。了解更多 ”

Hot cryptocurrency sectors

热加密货币扇区

The three hottest crypto sectors right now are decentralized finance (DeFi), real-world asset (RWA) tokenization, and stablecoins. The easiest way to see this is by examining the crypto portfolio of World Liberty Financial, the Trump-affiliated crypto company that uses the tag line, "Shape A New Era Of Finance." It went on a highly publicized crypto buying spree ahead of the inauguration as a show of support for Trump's crypto plan.

目前，最热门的三个最热的加密部门是分散的财务（DEFI），现实资产（RWA）令牌化和Stablecoins。看到这一点的最简单方法是检查世界自由金融的加密货币组合，这是特朗普附属的加密公司，该公司使用标签线“塑造了新的金融时代”。在就职典礼之前，它进行了高度宣传的加密货币狂欢​​，这是对特朗普加密计划的支持。

Currently, some of the biggest holdings of World Liberty Financial include Ethereum (CRYPTO: ETH), Chainlink (CRYPTO: LINK), Ondo, Aave, and Ethena. The company also holds two stablecoins: Tether and USDC. All of these holdings, in one way or another, reflect a core idea of Trump's crypto plan: creating new linkages between the world of traditional finance and the world of decentralized finance.

目前，世界自由财务的一些最大股份包括以太坊（Crypto：ETH），Chainlink（Crypto：Link），Ondo，Aave和Ethena。该公司还持有两个稳定的稳定性：Tether和USDC。所有这些股份以一种或另一种方式反映了特朗普加密计划的核心思想：在传统金融世界与分散财务世界之间建立新的联系。

Decentralized finance really just refers to putting the traditional financial system on blockchain rails. Once you have a Layer-1 blockchain like Ethereum, it's possible to build on top of it. You can create new decentralized exchanges for trading digital assets. You can create new ways to borrow and earn money. And you can create enormous value by reducing the inefficiencies of the modern financial system.

分散的金融实际上只是指将传统金融体系置于区块链铁轨上。一旦拥有像以太坊这样的1层区块链，就可以在其顶部构建。您可以为交易数字资产创建新的分散交易所。您可以创建借钱和赚钱的新方法。您可以通过降低现代金融体系的低效率来创造巨大的价值。

Real-world asset (RWA) tokenization is one of the hottest trends on Wall Street right now, and it's supported by top asset managers such as BlackRock. Tokenization refers to the transformation of traditional assets (such as stocks and bonds) into digital assets that can be traded on the blockchain. Once you do that, you can create new efficiencies and open up markets to new participants. For example, it's now possible to tokenize very illiquid assets (such as private equity and real estate) and put it all on the blockchain in the form of tradable crypto tokens.

现实世界中的资产（RWA）令牌化是目前华尔街最热门的趋势之一，它得到了贝莱德（Blackrock）等顶级资产经理的支持。令牌化是指传统资产（例如股票和债券）转换为可以在区块链上交易的数字资产。一旦这样做，您就可以创造新的效率并向新参与者开放市场。例如，现在有可能将非常流动性的资产（例如私募股权和房地产）施加，并以可交易的加密代币的形式将其全部放在区块链上。

Image source: Getty Images.

图像来源：盖蒂图像。

It might be hard to believe that stablecoins are hot right now. After all, they are pegged 1-to-1 to the U.S. dollar, so they are supposed to trade for $1 at all times. You really can't speculate in stablecoins (unless you're betting that they will lose their peg), and many investors might not want to hold an asset like USDC or Tether that trades for $1 day in and day out.

可能很难相信稳定的人现在很热。毕竟，他们将1比1固定在美元上，因此他们应该始终以1美元的价格交易。您真的不能猜测Stablecoins（除非您敢打赌他们会失去钉子），而且许多投资者可能不想持有USDC或Tether等资产，该资产日复一日地交易1美元。

But as Coinbase Global recently pointed out, stablecoins might just end up being the biggest story of the year for crypto. The Trump crypto plan calls for using stablecoins as the way to guarantee that the U.S. dollar remains the top reserve currency in the world.

但是正如Coinbase Global最近指出的那样，Stablecoins可能最终是加密货币年度最大的故事。特朗普加密计划要求使用Stablecoins作为确保美元仍然是世界上最高储备货币的方式。

To buy stablecoins, you need dollars. And right now, dollars are pouring into stablecoins at an unprecedented rate. The top five stablecoins now have a total market cap of more than $200 billion.

要购买Stablecoins，您需要美元。目前，美元以前所未有的速度涌入稳定币。目前，前五名的稳定股票总额超过2000亿美元。

Not-so-hot cryptocurrency sectors

不太热的加密货币扇区

Three not-so-hot cryptocurrency sectors include meme coins, artificial intelligence (AI), and anything related to consumer-facing applications of blockchain technology (such as gaming, Web3, and the metaverse).

三个不太热的加密货币扇区包括模因硬币，人工智能（AI），以及与区块链技术面向消费者的应用有关的任何内容（例如游戏，Web3和Metaverse）。

Remember the last crypto bull market rally? Prices of meme coins such as Dogecoin and Shiba Inu were skyrocketing in value. Celebrities were spending millions of dollars to buy non-fungible tokens (NFTs) from the Bored Ape Yacht Club collection. And people were buying digital real estate in the metaverse as a way of getting rich quick.

还记得最后一个加密牛市集会吗？模因硬币（例如Dogecoin和Shiba Inu）的价格在价值上飞涨。名人花了数百万美元来从无聊的猿游艇俱乐部收藏中购买不可杀死的代币（NFTS）。人们正在以元评估数字房地产，以迅速富裕。

Unfortunately (or fortunately, depending on your point of view), that type of speculative froth is unlikely to return anytime soon. The new Official Trump meme coin is down about 85% from its highs, nobody is buying expensive NFTs when the threat of recession is looming, and early attempts to combine AI and crypto -- such as by creating the brand-new position of White House AI & crypto czar -- have thus far been very low-key.

不幸的是（或幸运的是，取决于您的观点），这种投机性的泡沫不太可能很快返回。新的官方特朗普模因硬币比其高点下降了约85％，当经济衰退的威胁迫在眉睫时，没有人购买昂贵的NFT，并且早期尝试将AI和Crypto结合起来 - 例如，通过创建白宫AI和Crypto Czar的全新位置 - 到目前为止的钥匙很低。

Still not convinced that consumer-facing crypto sectors are out of favor? Just search for images of the White House Crypto Summit that took place on March 7. The event looks unlike any crypto event you've

仍然不确定面向消费者的加密货币部门不受欢迎吗？只需搜索3月7日举行的白宫加密峰会的图像即可。