2021年牛市阶段性高点后创本周期新高的十种代币

或者：Babywhale、Techub 新闻

After the U.S. Securities and Exchange Commission approved the Bitcoin spot ETF, many people expected a market scene of "tens of thousands of coins rising together" like in 2021, but the reality gave a heavy blow: except for Bitcoin directly reaching $100,000, a large number of "altcoins" that shined in the last bull market not only failed to set new highs in this round of market, but are still hovering at the bottom.

美国证监会批准比特币现货ETF后，很多人都期待像2021年那样“万币齐涨”的市场场景，但现实却给予了沉重打击：除了比特币直接冲破10万美元，上一轮牛市中大放异彩的一批“山寨币”在本轮行情中不但未能再创新高，反而还在底部徘徊。

To some extent, this may also indicate that as cryptocurrency investment gradually becomes mainstream in the United States, new funds will be concentrated on high-quality targets, just like U.S. stocks. In this round of market, some tokens that once reached the peak in the previous bull market have once again become the darlings of profit seekers in this round. The author has counted some tokens that hit a new high in this round after hitting a staged high in the 2021 bull market, but the scope of understanding is limited and may not cover all tokens that meet this situation.

某种程度上，这或许也预示着，随着加密货币投资在美国逐渐成为主流，新基金将像美股一样，集中投资优质标的。在本轮行情中，一些在上一轮牛市中曾经达到顶峰的代币，在本轮中再次成为了获利者的宠儿。笔者统计了一些在2021年牛市中创下阶段性高点后本轮再创新高的代币，但了解范围有限，可能无法涵盖所有​​符合这种情况的代币。

SUN

太阳

In 2021, when "Alt L1" was very popular, EVM-compatible L1s including Fantom, NEAR, Avalanche, etc. took over the overflow traffic due to the high cost of Ethereum Gas. In this, Solana did not follow the trend, but rebuilt an ecosystem outside of EVM. With the support of SBF, the founder of FTX, which was at its peak at the time, and the team's own operations, the price of SOL soared from less than $1 when it was first listed on the exchange to over $200.

在“Alt L1”非常流行的 2021 年，包括 Fantom、NEAR、Avalanche 等 EVM 兼容的 L1 由于以太坊 Gas 成本高昂而接管了溢出流量。在此，Solana并没有随波逐流，而是在EVM之外重建了一个生态系统。在当时正值巅峰的FTX创始人SBF的支持以及团队自身的运营下，SOL的价格从刚上线交易所时的不足1美元飙升至200多美元。

But then, as the overall market went from crazy to calm, coupled with the collapse of FTX, SBF, one of Solana’s biggest supporters, was imprisoned, SOL fell to around US$7, and well-known NFT projects on Solana left one after another. Many investors believed that Solana’s story might end here.

但随后，随着整体市场从疯狂走向平静，加上FTX崩盘，Solana最大支持者之一SBF入狱，SOL跌至7美元左右，Solana上知名NFT项目纷纷离开。许多投资者认为，Solana 的故事可能到此结束。

To the surprise of these people, in this cycle, Solana has regained new vitality thanks to the rise of Meme. Coupled with the rise of several ecological projects such as the re-staking project Jito, the price of SOL has been rising all the way and broke through the high of nearly US$260 set in early November 2021 nearly a week ago.

让这些人惊讶的是，在这个周期中，Solana 得益于 Meme 的崛起，重新获得了新的活力。加上重新质押项目Jito等多个生态项目的崛起，SOL的价格一路上涨，并在近一周前突破了2021年11月初创下的近260美元的高位。

BNB

币安银行

As the only public chain among "exchange platform coins" that has truly achieved ecological diversification, BNB issued by Binance has been impressive both in its "resistance to decline" in the bear market and its rise in the bull market. In the bear market of 2022, BNB fell all the way from its highest level of around $660 in May 2021 to below $200. Although the decline is not small, compared with many tokens that have fallen by more than 90% or even almost to zero, BNB can be regarded as an asset with a higher "value preservation rate".

作为“交易平台币”中唯一真正实现生态多元化的公链，币安发行的BNB无论是在熊市中的“抗跌”，还是在牛市中的崛起，都令人印象深刻。 2022年熊市中，BNB从2021年5月660美元左右的最高位一路下跌至200美元以下。虽然跌幅不小，但与很多跌幅超过 90% 甚至几乎为零的代币相比，BNB 算得上是“保值率”较高的资产。

Later, with the market recovery and Binance launching Launchpool and Launchpad projects at an almost crazy frequency, BNB also continued to advance and broke through the price high of the previous bull market on June 24 this year, reaching a maximum of US$700. Compared with the dismal exit of Huobi's HECO Network, BNB still has a lot of potential value worth further exploration both within the exchange and on the BNB Chain.

随后，随着市场回暖以及币安以近乎疯狂的频率推出Launchpool和Launchpad项目，BNB也持续上扬，并于今年6月24日突破了此前牛市的价格高点，最高达到700美元。与火币HECO Network的惨淡退出相比，BNB无论是在交易所内部还是在BNB Chain上，仍然有很多值得进一步挖掘的潜在价值。

TRX

TRX

The record high of Tron token TRX in this cycle is both unexpected and reasonable. The issuance of USDT has approached 140 billion, and Tron has been the first choice for USDT transfer for quite a long time. Although Tron has been surpassed by Ethereum in USDT issuance and is obviously inferior to Ethereum in actual application scenarios, it has to be admitted that at least in terms of capital flow, Tron is still the only choice for USDT holders.

本周期Tron代币TRX创历史新高既是意料之外，又在情理之中。 USDT发行量已逼近1400亿，波场Tron在相当长的一段时间里都是USDT转账的首选。虽然Tron在USDT发行量上已经被以太坊超越，在实际应用场景上明显逊于以太坊，但不得不承认，至少在资金流向上，Tron仍然是USDT持有者的唯一选择。

According to DefiLlama data, the TVL on Tron is about $7.555 billion at the time of writing this article, and the figure once exceeded $10 billion in March this year. The price of TRX reached a high of $0.18 on April 17, 2021. Three and a half years later, on November 12, two weeks ago, TRX hit a new high and rose to more than $0.22 in the following days.

根据 DefiLlama 数据，截至撰写本文时，波场的 TVL 约为 75.55 亿美元，今年 3 月份该数字一度突破 100 亿美元。 TRX的价格在2021年4月17日达到0.18美元的高点。三年半后，即两周前的11月12日，TRX创下新高，并在随后的几天内上涨至0.22美元以上。

TON

吨

The emergence of TON can be traced back to the ICO era, when Telegram raised $1.7 billion for its token Grams through ICO financing and planned to launch The Open Network (TON), but a lawsuit from the SEC put everything on hold. This typical SEC-style lawsuit, which looked like securities in every way, was not finally settled until 2020, and Telegram also paid the price of not being able to continue the development of TON.

TON 的出现可以追溯到 ICO 时代，当时 Telegram 通过 ICO 融资为其代币 Grams 筹集了 17 亿美元，并计划推出开放网络（TON），但来自 SEC 的诉讼让一切搁置。这场典型的 SEC 式诉讼，无论从哪方面看都像证券，直到 2020 年才最终尘埃落定，Telegram 也付出了无法继续发展 TON 的代价。

After

后