Top 20 от Grayscale: самые перспективные криптоактивы IV квартала

cryptonews.ruPublicado a 2024-04-29Actualizado a 2024-09-29

Grayscale представила отчет о состоянии криптовалютного рынка в четвертом квартале 2024 года. Несмотря на относительно спокойный третий квартал, биткоин и сектор валют показали лучшую динамику по сравнению с другими сегментами рынка.

Ключевые тенденции криптоиндустрии

Изменения в семействе индексов FTSE/Grayscale в этом году отражают несколько важных тенденций:

Рост децентрализованных платформ искусственного интеллекта
Усилия по токенизации традиционных активов
Популярность мемкоинов

Стоит отметить, что FTSE (Financial Times Stock Exchange) — это независимая организация, специализирующаяся на создании и управлении различными финансовыми индексами. В сотрудничестве с Grayscale она разрабатывает индексы для оценки различных секторов криптовалютного рынка.

Ethereum, несмотря на отставание от биткоина, превзошел индекс Smart Contract Platforms Crypto Sectors. Этот сектор включает в себя блокчейн-проекты, основной функцией которых является выполнение смарт-контрактов, позволяющих разработчикам создавать и запускать децентрализованные приложения (dApps).

Обновленный список Grayscale Research Top 20

Компания представила обновленный список из 20 криптоактивов с высоким потенциалом на предстоящий квартал. Новыми активами в этом квартале стали SUI, TAO, OP, HNT, CELO и UMA.

Название	Тикер	Криптосектор	Капитализация (млрд $)	Волатильность за 90 дней (%)
Bitcoin	BTC	Валюты	1272,3	54,5
Ethereum	ETH	Платформы смарт-контрактов	310,5	67,4
Solana	SOL	Платформы смарт-контрактов	69,4	83,1
Toncoin	TON	Платформы смарт-контрактов	14,5	83,6
Chainlink	LINK	Утилиты и сервисы	7,7	80,0
Near	NEAR	Платформы смарт-контрактов	5,7	100,3
Uniswap	UNI	Финансы	5,4	82,9
Sui	SUI	Платформы смарт-контрактов	4,5	157,9
Bittensor	TAO	Утилиты и сервисы	4,1	124,0
Stacks	STX	Платформы смарт-контрактов	2,8	97,4
Aave	AAVE	Финансы	2,5	96,2
Optimism	OP	Платформы смарт-контрактов	2,0	98,6
Arweave	AR	Утилиты и сервисы	1,5	103,3
Maker (Sky)	MKR	Финансы	1,4	83,8
Helium	HNT	Утилиты и сервисы	1,3	127,7
Lido DAO	LDO	Утилиты и сервисы	1,1	102,7
UMA Protocol	UMA	Утилиты и сервисы	0,2	108,4

ТОП-20 КРИПТОАКТИВОВ ПО ВЕРСИИ GRAYSCALE RESEARCH НА Q4 2024

Ethereum сохраняет лидерство

Несмотря на конкуренцию со стороны альтернативных платформ смарт-контрактов, Ethereum сохраняет ряд преимуществ:

Наибольшее количество приложений и разработчиков
Самый высокий 30-дневный доход от комиссий
Наибольшая стоимость, заблокированная в смарт-контрактах
Второе место по количеству ежедневных активных пользователей после Solana

Grayscale Research ожидает, что весь сектор платформ смарт-контрактов продолжит расти с точки зрения пользователей, транзакций и комиссий. Учитывая лидирующее положение Ethereum, аналитики полагают, что этот актив остается привлекательным в своем сегменте.

Инвестиции в криптоактивы сопряжены с рисками, включая уязвимости смарт-контрактов и неопределенность регулирования. Предстоящие выборы в США также могут оказать значительное влияние на криптовалютные рынки, что следует учитывать при принятии инвестиционных решений.

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