哪个币才是真正的黑马Sol还好吗谈谈Sui的数据Puffer还能买AAVE和Doge有何机遇

金色财经Published on 2025-01-01Last updated on 2025-01-01

图片

价值洼地!家人们,今天要讲的这几个币基本面强劲、即将爆发,聪明钱都在悄悄埋伏!

最新链上数据分析,Sol、Sui以及以太坊究竟哪条链被低估了?而现在又有哪些小币有暴富的机会,一起来看看吧。

首先就是各大公链的近期数据,咱们逐个分析,这里面有好几个小币都有非常大的补涨空间。

图片

先说Sol啊,他近期弱势确实是有原因的,其链上资金TVL在这一个月里并没有增加太多,只有13%,这主要是因为Sol的主要业务是以土狗打金为主,而土狗季现在一直没来,没有造富效应,所以他近期就一直半死不活的。

但是做投资呢不是看现在的数据,这个已经是既定事实,咱们要向前看,看他未来潜力怎么样。

那未来咱们很确定,这土狗季是一定会卷土重来,所以Sol呢也一定会起来,他就和之前的以太坊一样,咱们都是买在无人问津时。大家自己想想之前的以太坊有多弱吧,一直在两千震荡,到2700都算是顶了,但是佩佩不离不弃,一直带大家拿到了4000,所以Sol也一样。

图片

那咱们昨天分析过,目前Sol是走了个非常典型的上升旗形,右侧交易者可以等他突破这根下降趋势线就可以做多入场,有望拉升至320。所以左侧逢低埋伏,而求稳的右侧交易者可以等一个K线的突破确认信号。

而以太呢近期则是全面复苏,其链上资金TVL一个月暴涨40%,属于是价涨量涨,其TVL足足是Solana的10倍。

图片

不过涨幅来说,我觉得其链上小币也许会涨的更猛,因为你看下AAVE的链上TVL已经来到了创纪录的390亿美金,远远超过上轮牛市的320亿,可以说是使用量激增,但是你再看看他的币价,才300多,而上轮牛市他可是接近700的。

所以现在AAVE是数据更强,使用人数更多,但是币价却只有上轮牛市的一半,这个绝对是被低估了的,这些信息不懂链上数据的散户是绝对不知道的,这就是信息差啊。

图片

不过短线来看他这两周涨的确实有点多了,咱们可以看看有没有个回踩再上车,这样更稳。

图片

而Defi赛道也绝对是被市场低估了,你看看AAVE或者Uni,这些项目都是刚需,是真正的优质资产,像川普的家族项目WLFI也持有AAVE,另外他们在近期也加仓了以太坊以及ENA。

不过ENA这个币还有80%的存量没有解锁,而AAVE是95%的币都已经解锁了,没有抛压,所以高下立判。

那回到之前的各链数据,这Sui啊最近涨的确实夸张,涨了超过50%,但是其链上数据TVL才涨了26%,也就和市场平均值差不多。

图片

而他总市值呢也已经来到了四五百亿美金,但Sol才1000亿出头,所以这Sui都快接近Sol一半总市值了,他有没有被高估,大家可以自行判断,现在追高并不明智,有很多像Pepe这样的优质币还在底部,可以入手。

而反之咱们之前高点逃顶的Puffer我觉得也可以逢低买回了,这个币咱们是从0.5入场的,然后在0.8和0.9跑了,之后他就回调了40%。小币就是这样,敢涨敢跌,现在经过回调夯实币价,我觉得咱们可以重新出发。

图片

另外狗狗币我看也盘整的差不多了,这一个月比特币和以太坊猛涨,但是狗狗币一直在横盘整理,横了一个多月,可谓无人问津。那由于1月20号马斯克将会上任Doge部部长,这市场啊没理由不去炒作一波。

不过现在距离老马上任还有1个多月,所以币价没有太大反应是正常的,一般都要等到利好临近的一两周里市场才会发力。而且土狗币通常都是平时不涨,一涨就会来个大的,这是他们的特色。

我现在持仓有非常多的以太坊以及其生态币,因为相比其他利好不明确的币来说,以太坊明年有几个是利好是非常确定的,是一定会暴涨的。

那第一个就是以太坊的ETF他会升级为可质押的ETF,此外他还升级到支持实物创建。

图片

这个可不是我说的,而是其ETF发行商范达自己说的。那想来范达或者贝莱德这些巨头大概率会在新SEC主席上任后提交其ETF修改申请,届时爆拉个20%都是轻轻松松。毕竟之前XRP暴涨大家可都看到了,其中很大一个原因就是因为其ETF炒作导致的。

如果你觉得这个利好还不明确,那以太坊3月的布拉格升级绝对是一个确定性的事件,其涨幅也较容易预测,基本每次升级都会使其币价翻一倍。

图片

所以与其去搏几率,我更喜欢稳定的。那如果你觉得持有以太坊本身收益不够高,你可以选择开个两倍杠杆或者埋伏下他生态的小币,欸,这收益率是不是一下子就上去了呢?

那现在的行情在我看来可以说是一触即发。因为从K线来看,以太坊已经突破了前高4100,很有可能开启新一轮主升浪,最起码再会到历史前高5000附近才会重新遇阻。

图片

然后等3月布拉格升级他会再上到8000,届时其各类生态小币更是会有3到10倍的涨幅,我觉得这是一个机会,你说呢?

Related Reads

Google TPU Shipments Revised Up by 50%

Recent industry research indicates a significant upward revision in the shipments of Google's TPU (Tensor Processing Unit) chips. Previous expectations for 2027 were set at around 10 million units, but new estimates now point to 15 million units, a 50% increase. This substantial boost directly translates to higher demand across the entire supporting supply chain. Google's TPU clusters utilize a standardized all-optical interconnect architecture. Consequently, key hardware components are deeply integrated and scaled in fixed ratios with the chips. The 15 million TPU target will drive corresponding demand increases for NPO optical engines (roughly a 1:1 match), 1.6T optical modules, OCS optical switches, high-end server power supplies, fiber optics & MPO connectors, and liquid cooling solutions. Among these, liquid cooling is highlighted as the sector experiencing the most significant transformation and offering the most stable potential for excess returns. As next-generation TPU chips reach power levels where traditional air cooling is insufficient, liquid cooling becomes essential. 2026 is forecasted as the first year of substantial adoption for Google's liquid cooling solutions. This shift, coupled with delivery and capacity bottlenecks faced by incumbent overseas manufacturers, is creating a prime window for domestic Chinese suppliers to enter and secure Google's core supply chain. The market size for Google-specific liquid cooling is projected to potentially triple from a baseline of hundreds of billions to around 300 billion units by 2028. The logic for the fiber optic sector is also being rewritten. Once considered a cyclical commodity tied to telecom operator procurement, fiber is now a strategic and scarce resource for AI Data Centers (AIDC). A severe supply-demand imbalance, driven by the long lead time for preform production (18-24 months) and surging demand from cloud giants, is supporting strong performance. Chinese fiber manufacturers are well-positioned to capture a significant share of global AIDC demand, with exports potentially reaching 200-300 million core kilometers in 2026. Overall, the investment focus within the AI computing industry is shifting from pure "chip performance speculation" towards the more certain incremental growth in computing infrastructure and its supporting ecosystem. The upward revision in Google TPU shipments, along with the potential for further doubling by 2028, is seen as solidifying performance visibility for the entire supporting supply chain over the next two years.

marsbit1h ago

Google TPU Shipments Revised Up by 50%

marsbit1h ago

What Wall Street Really Wants After the Crypto Story Recedes

The tide of speculative crypto narratives has receded, revealing Wall Street's true objective: building a controlled, yield-generating, and compliant financial pipeline on distributed ledgers. They are migrating core functions onto blockchains, not for decentralization, but for efficiency and new revenue streams. Key developments include BlackRock's BUIDL fund, a tokenized treasury fund acting as a foundational reserve asset, and the rise of Securitize, which is going public and partnering with the NYSE to build a 24/7 digital securities trading and settlement system. This signals a major shift of securities clearing to blockchain technology. To make volatile assets like Bitcoin palatable for institutional investors, firms like BlackRock and Goldman Sachs are creating "covered call" ETFs (e.g., BITA). These products systematically sell options on Bitcoin holdings, transforming price volatility into stable monthly income, effectively repackaging crypto as a yield-bearing asset. Stablecoins are being positioned not as speculative tools but as efficient payment rails. Companies like Stripe and Mastercard are integrating them for instant, low-cost merchant settlements and cross-border card payments, respectively. Critically, new legislation like the GENIUS Act shapes them as non-interest-bearing, heavily regulated extensions of the US dollar system. In summary, Wall Street is quietly constructing a parallel, blockchain-based financial infrastructure featuring tokenized traditional assets, structured crypto yields, and programmable dollar pipelines—all under its control and fully integrated with existing regulatory and credit frameworks.

marsbit1h ago

What Wall Street Really Wants After the Crypto Story Recedes

marsbit1h ago

Tying Itself to SpaceX: Cursor's $60 Billion Rise

This article recounts the rapid rise of AI-powered coding startup Cursor and its 25-year-old MIT graduate CEO, Michael Truell. Launched in 2023, Cursor achieved explosive growth, reaching over 10 billion USD in revenue by late 2025. However, its journey highlights a central dilemma for AI application companies: dependence on foundational model providers. Cursor initially relied heavily on Anthropic's models but faced an existential threat when Anthropic launched its own competing coding tool, Claude Code. In response, Cursor declared an internal emergency in early 2026 and accelerated development of its own model, Composer. To secure the immense computing power needed, Truell struck a pivotal deal with Elon Musk's SpaceX in April 2026. The collaboration grants Cursor access to SpaceX's supercomputing resources for Composer, while SpaceX's Grok model benefits from Cursor's programming data. The agreement includes a potential 600 billion USD acquisition of Cursor by SpaceX later in the year, though a substantial termination fee is in place if the deal falls through. The story explores Cursor's intense, sometimes controversial hiring practices involving lengthy unpaid "work trials," its complex partnership-turned-rivalry with Anthropic, and its high-stakes gamble to ensure independence through the SpaceX alliance. The core question remains: will Cursor evolve into a defining, independent "generational" software company, or become a key piece in a tech giant's AI arsenal?

marsbit1h ago

Tying Itself to SpaceX: Cursor's $60 Billion Rise

marsbit1h ago

Trading

Spot
Futures

Hot Articles

What is DOGE M

Doge Matrix ($doge m): The New Breed of Community-Driven Cryptocurrency Introduction In the ever-evolving landscape of cryptocurrency, new projects constantly emerge, each aiming to capture the interest of investors and enthusiasts alike. One of the latest entrants to this domain is Doge Matrix, represented by the ticker symbol $doge m. This project has attracted attention thanks to its roots in the popular meme culture surrounding Dogecoin, establishing its place within the web3 space. This article aims to provide a comprehensive analysis of Doge Matrix, covering its overview, creator, investors, functionality, timeline, and notable aspects. What is Doge Matrix ($doge m)? Doge Matrix is a community-driven cryptocurrency project that seemingly builds upon the widespread appeal of Dogecoin, a digital currency known for its Shiba Inu mascot and its meme origins. While the overarching objectives of Doge Matrix are not extensively defined, it is characterized by a commitment to harnessing community involvement and support. Unlike traditional cryptocurrencies that often emphasize utility or intrinsic value through underlying technologies, Doge Matrix positions itself within a space that embraces the cultural phenomenon of cryptocurrencies, particularly appealing to those who resonate with the ethos of meme-based assets. Drawing on the strengths of the Dogecoin community, Doge Matrix operates as part of a broader ecosystem, inviting participation and engagement from users who share an interest in cryptocurrency and the digital landscape. Who is the Creator of Doge Matrix ($doge m)? The identity of the creator of Doge Matrix remains unknown. This lack of transparency is not an uncommon occurrence in the cryptocurrency space, where some projects are launched without revealing the identities of their founders. The absence of information regarding the founding team can raise questions among potential investors about the project’s accountability and direction. Who are the Investors of Doge Matrix ($doge m)? As it stands, there is no publicly available information detailing the investors or investment foundations that back Doge Matrix. The project appears to rely primarily on community support rather than institutional investment. This model aligns with the community-driven nature of the initiative, fostering an environment where the direction of the project is shaped by its participants rather than being dictated by a select few financial backers. How Does Doge Matrix ($doge m) Work? The specifics regarding the operational mechanisms of Doge Matrix are somewhat vague, reflecting a broader trend of projects in the meme coin space where innovative functionalities are not always clearly articulated. Nonetheless, Doge Matrix seems designed to tap into the existing cryptocurrency ecosystem by encouraging user participation while tapping into the familiar cultural references associated with Dogecoin. Its potentially unique characteristics derive from community interactions rather than technological advancements, emphasizing shared experiences and collaboration among token holders. While the exact innovations have not been explicitly outlined, the project appears to create a space where community members can engage, share ideas, and propel the project's potential forward. Timeline of Doge Matrix ($doge m) Reflecting on the project’s timeline reveals notable events that have defined its journey thus far: November 25, 2024: Doge Matrix reached its all-time high value, marking a significant milestone in its early history. January 1, 2025: Conversely, Doge Matrix hit its all-time low value, illustrating the volatility often associated with cryptocurrencies, especially in the early stages of a project's lifecycle. Ongoing: The project continues to be actively traded and supported by its community, although specific future milestones or objectives have yet to be disclosed. Key Points About Doge Matrix ($doge m) Community Focus At the heart of Doge Matrix is a commitment to community engagement. The project thrives on the premise of collaboration and shared objectives among its members, emphasizing the importance of collective effort. Unlike centralized projects that often have a defined leadership structure, Doge Matrix at present showcases a more fluid approach to governance, where every community member's voice matters. Volatility The cryptocurrency market is notorious for its volatility, and Doge Matrix is no exception. Its price history reflects significant fluctuations between high and low values, which is typical of many new cryptocurrencies but underscores the risks associated with investment in emerging tokens. Lack of Detailed Information One of the most striking features about Doge Matrix is the scarcity of detailed information regarding its technological underpinnings and operational mechanisms. This ambiguity necessitates that potential investors conduct thorough due diligence before engaging with the project. Conclusion In summary, Doge Matrix ($doge m) illustrates a new wave of cryptocurrency projects that lean heavily on community engagement and cultural relevance. While lacking in certain specifics—such as clear leadership, defined objectives, and detailed functionality—the project has managed to generate interest within the crypto community, leveraging the established appeal of meme culture. As with any investment in the cryptocurrency space, understanding the inherent risks and conducting comprehensive research is essential for potential participants. Doge Matrix stands as a reminder of the dynamic, sometimes unpredictable nature of the crypto industry, marked by constant evolution and enthusiasm for community-driven initiatives.

3.8k Total ViewsPublished 2025.02.03Updated 2025.02.03

What is DOGE M

Discussions

Welcome to the HTX Community. Here, you can stay informed about the latest platform developments and gain access to professional market insights. Users' opinions on the price of DOGE (DOGE) are presented below.

活动图片