2024年十大龙头项目：最高涨幅超230倍，7个Meme币上榜

《2024年十大龙头项目：最高涨幅超230倍，7个Meme币上榜》分析引起广泛关注。

This analysis of "Top 10 Leading Projects in 2024: The highest increase is more than 230 times, and 7 Meme coins are on the list" has garnered much attention. To gain a deeper understanding of the cryptocurrency market's development trends, this study examines the main narrative themes in the crypto market from January 1 to December 29, 2024, based on market data from Coingecko. By tracking the performance of the top ten tokens in each theme, their average return relative to the beginning of the year (or the first trading day) was calculated. The study selected representative tokens with high market capitalization at the end of the period and eliminated specific public chain ecosystems and sectors with high overlap with other themes. The results show that the annual returns of different narrative themes vary significantly, ranging from -20.7% to +2,939.8%.

这篇《2024年十大龙头项目：最高涨幅超230倍，7个Meme币上榜》分析备受关注。为了更深入地了解加密货币市场的发展趋势，本研究基于 Coingecko 的市场数据，考察了 2024 年 1 月 1 日至 12 月 29 日加密货币市场的主要叙事主题。通过跟踪每个主题中排名前十的代币的表现，计算出它们相对于年初（或第一个交易日）的平均回报。研究选取期末市值较高的代表性代币，剔除特定的公链生态系统和与其他主题高度重叠的板块。结果显示，不同叙事主题的年回报率差异较大，范围为-20.7%至+2,939.8%。

AI and Meme Coins Lead the Market

人工智能和 Meme 币引领市场

The most outstanding cryptocurrency narrative theme in 2024 is the AI sector, with an average year-to-date (YTD) increase of 2,939.8%. The second most popular sector is the Meme coin sector, with a year-to-date return of 2,185.1%. The returns of these two sectors are more than twice those of other popular narrative themes.

2024 年最突出的加密货币叙事主题是人工智能领域，年初至今 (YTD) 平均增长率为 2,939.8%。第二受欢迎的板块是 Meme 币板块，年初至今的回报率为 2,185.1%。这两个板块的回报是其他热门叙事题材的两倍以上。

The meme coin sector started to lead significantly in March, with monthly returns soaring from 96.6% to 1,713.1%. Despite its volatility, meme coins have maintained the highest returns for most of 2024. However, after setting an all-time high return of 3,211.4% on December 9, the sector has experienced a correction as market interest has waned.

3 月份，表情币行业开始大幅领先，月回报率从 96.6% 飙升至 1,713.1%。尽管存在波动，meme 币在 2024 年的大部分时间里都保持了最高的回报率。然而，在 12 月 9 日创下 3,211.4% 的历史最高回报率后，随着市场兴趣的减弱，该行业经历了调整。

In contrast, the AI sector had a strong rebound at the end of the year, with the return rate in December almost doubling from 1,598.1% to 2,939.8%. This was mainly due to the explosive growth of AI proxy platform Virtuals Protocol (VIRTUAL), which also became the token with the largest increase in the cryptocurrency market this year. In the end, the AI sector surpassed Meme coin at the end of December and became the annual revenue champion.

相比之下，人工智能板块在年底出现强劲反弹，12月回报率几乎翻倍，从1,598.1%升至2,939.8%。这主要得益于AI代理平台Virtuals Protocol（VIRTUAL）的爆发式增长，该平台也成为今年加密货币市场涨幅最大的代币。最终，AI板块在12月底超越Meme币，成为年度营收冠军。

The Real World Assets (RWA) sector ranked third with an average annual return of 819.5%. The sector had a solid start to the year, with a return of 365.3% by April 12, before moving sideways for the next six months. In November, the RWA sector resumed its upward trend, led by the rise in the price of MANTRA (OM).

真实世界资产（RWA）行业排名第三，平均年回报率为 819.5%。该行业今年开局良好，截至 4 月 12 日，回报率达 365.3%，但在接下来的六个月中则横盘整理。 11 月，RWA 板块在 MANTRA (OM) 价格上涨的带动下恢复了上涨趋势。

Layer 1, DePIN and DeFi sectors performed mediocrely

Layer 1、DePIN 和 DeFi 板块表现平平

Layer 1, decentralized physical infrastructure (DePIN), and decentralized finance (DeFi) sectors performed similarly in 2024, recording returns of 142.5%, 135.4%, and 101.4%, respectively. This means that Layer 1 and DePIN only slightly outperformed Bitcoin's 125.5% increase over the same period, while the performance of the DeFi sector was even worse than Bitcoin.

Layer 1、去中心化物理基础设施（DePIN）和去中心化金融（DeFi）领域在 2024 年表现相似，回报率分别为 142.5%、135.4% 和 101.4%。这意味着Layer 1和DePIN的表现仅略高于比特币同期125.5%的涨幅，而DeFi板块的表现甚至比比特币还要差。

In other words, conservative investors could earn returns equivalent to at least three major narrative themes simply by holding Bitcoin.

换句话说，保守的投资者只需持有比特币就可以获得至少相当于三个主要叙事主题的回报。

Gaming and Layer 2 sectors performed poorly

游戏和第二层板块表现不佳

GameFi and Layer 2 became the worst performing sectors in 2024, even less than Ethereum's 49.0% increase. Specifically, the GameFi sector rose only 14.7% during the year, and six of the top ten game tokens fell by 3.1% to 32.9%.

GameFi 和 Layer 2 成为 2024 年表现最差的板块，甚至低于以太坊 49.0% 的涨幅。具体来说，GameFi板块年内仅上涨14.7%，十大游戏代币中有6个下跌3.1%至32.9%。

Layer 2 is the only sector to record negative returns this year, down 20.7%. As projects seek to launch their own Layer 2 solutions, seven of the top ten Layer 2 tokens have fallen in price, ranging from 6.3% to 75.3%.

Layer 2 是今年唯一出现负回报的行业，下降了 20.7%。随着项目寻求推出自己的 Layer 2 解决方案，排名前十的 Layer 2 代币中有 7 个价格下跌，跌幅为 6.3% 至 75.3%。

The most profitable crypto narrative

最赚钱的加密货币叙事

Performance of crypto narratives in 2024, ranked by average annual price returns of their 10 largest coins:

2024 年加密货币叙事的表现，按 10 个最大代币的平均年价格回报排名：