Top 20 от Grayscale: самые перспективные криптоактивы IV квартала

cryptonews.ruPublished on 2024-04-29Last updated on 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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