Какие криптовалюты вырастут в начале 2025 года. Список от Grayscale

cryptonews.ruPublicado em 2024-06-03Última atualização em 2025-01-03

Аналитики определили перспективные криптовалюты на первый квартал 2025 года. Какие криптопроекты имеют наибольший потенциал

«РБК-Крипто» не дает инвестиционных советов, материал опубликован исключительно в ознакомительных целях. Криптовалюта — это волатильный актив, который может привести к финансовым убыткам.

Одна из старейших криптокомпаний — Grayscale — опубликовала квартальный отчет о состоянии рынка криптовалют, в котором пересмотрела список из 20 перспективных криптовалютных проектов на первые три месяца 2025 года.

Раз в квартал аналитики Grayscale Research исследуют сотни криптоактивов для оценки и ребалансировки собственных фондов компании, публикуя список 20 лучших криптоактивов среди различных категорий рынка.

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В этом квартале эксперты уделили особое внимание токенам, которые относятся хотя бы к одному из трех следующих рыночных нарративов:

  • Выборы в США и их потенциальные последствия для регулирования отрасли.
  • Искусственный интеллект и использование блокчейна ИИ-агентами.
  • Экосистемы Solana.

Следуя обновленной аналитике, Grayscale исключила из предыдущего списка Топ-20 перспективных криптовалют TON, Near, Stacks, Sky, UMA Protocol и Celo. Вместо этих криптоактивов добавлены следующие:

Топ-20 криптопроектов с потенциалом роста в первом квартале 2025 года по данным компании Grayscale

Hyperliquid (HYPE) — это блокчейн, разработанный для создания децентрализованных финансовых приложений. Нативных токен платформы HYPE, запущенный в конце 2024 года, стал крупнейших эирдропом в истории крипторынка.

Ethena (ENA) — протокол был разработан как новый стейблкоин USDe, который обеспечен торговыми позициями в биткоине и Ethereum. Бизнес-модель Ethena построена на создании дельта-нейтральных позиций с небольшим потоком доходности для протокола. Например, при открытии шорта по BTC, проект рассчитывает на то, что исторически ставка финансирования на рынках бессрочных фьючерсов находилась в положительных значениях гораздо больше времени, чем в отрицательных.

Virtuals Protocol (VIRTUAL) — это платформа для создания ИИ-агентов на базе блокчейн-сети Base. Эти агенты предназначены для автономного выполнения задач, имитируя принятие решений человеком. Платформа позволяет создавать и совместно владеть токенизированными акциями созданных ИИ-агентов, которые могут взаимодействовать как с реальными людьми, так и другими агентами.

Jupiter (JUP) — один из самых крупных агрегаторов децентрализованных бирж (DEX) в сети Solana. В Grayscale отметили, что считают JUP перспективным из-за того, что розничные трейдеры все чаще приходят на рынок криптовалют через Solana. Этот агрегатор также может получить выгоду за счет спекуляции вокруг мемкоинов и ИИ-агентов.

Jito (JTO) — крупнейший протокол ликвидного стейкинга на блокчейне Solana. Пользователи Jito получают токены JitoSOL взамен внесенных в стейкинг монет Solana. При этом предполагаются двойные вознаграждения, не только от стейкинга SOL, но и от так называемой технологии максимальной извлекаемой ценности (MEV), что позволяет валидаторам взимать повышенную комиссию за обработку транзакций. В Grayscale написали, что Jito предлагает один из лучших финансовых показателей среди всех криптовалют, сгенерировав более $550 млн дохода от комиссий в 2024 году.

Grass (GRASS) — представляет собой проект из сектора децентрализованных сетей физической инфраструктуры (DePIN). Команда разрабатывает приложение, дающее пользователям возможность продавать неиспользуемую пропускную способность интернета и направлять ее на обучение ИИ. Обезличенные пользовательские данные предоставляются через сетевые узлы или расширение для браузера Chrome.

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