发布: 2024/12/30 18:34 阅读: 409
Turbulence and Opportunity in the Cryptocurrency Market as 2024 Concludes
2024 年结束时加密货币市场的动荡与机遇
As 2024 nears its end, the cryptocurrency market presents a blend of volatility and potential. Meme coins have experienced a significant decline in December, with their market capitalization dropping by almost 30%, indicating reduced demand for these speculative assets. Meanwhile, traders in the altcoin market anticipate a possible breakthrough, as analysts suggest that a 16% increase in the total altcoin market capitalization is necessary to initiate the highly anticipated "euphoric" altseason.
随着 2024 年接近尾声,加密货币市场呈现出波动性与潜力并存的局面。 Meme 币在 12 月份经历了大幅下跌,市值下降了近 30%,表明对这些投机资产的需求减少。与此同时,山寨币市场的交易者预计可能会出现突破,因为分析师表示,山寨币总市值必须增长 16%,才能启动备受期待的“欣快”山寨季。
Meme Coin Market Decline: Examining December's 30% Drop
Meme 币市场下跌:审视 12 月 30% 的跌幅
The meme coin market, recognized for its significant price fluctuations and community-driven enthusiasm, underwent a significant shift in December, with its overall market capitalization falling by approximately 30%. This downturn signals a considerable loss of momentum and demand for meme-based tokens, raising questions about the future of the meme coin craze.
以价格大幅波动和社区驱动热情而闻名的模因币市场在 12 月发生了重大转变,整体市值下降了约 30%。这种低迷标志着对基于模因的代币的动力和需求的大幅丧失,引发了人们对模因代币热潮未来的疑问。
Data from CoinMarketCap illustrates a volatile scenario for meme coins in December. On December 1st, the market capitalization for these tokens stood at $120.14 billion, reaching a peak of $137.06 billion on December 9th. However, this brief surge was followed by a steep decline, with the total market cap dropping to a low of $92.67 billion by December 23rd. As the month concluded, the meme coin market had settled at $98.72 billion, representing an 18% decline from its initial position.
CoinMarketCap 的数据说明了 12 月份模因币的波动情况。 12 月 1 日,这些代币的市值为 1201.4 亿美元,并于 12 月 9 日达到 1370.6 亿美元的峰值。然而,短暂的上涨之后却出现急剧下跌,截至 12 月 23 日,总市值跌至 926.7 亿美元的低点。截至本月末,meme 币市场收于 987.2 亿美元,较初始水平下降 18%。
Pepe (PEPE), the third-largest meme coin by market capitalization, mirrored the broader market's volatility. Pepe's price peaked at $0.000026 on December 9th before plummeting to $0.000017 on December 20th. Despite the price drop, Pepe remained a focal point for traders and exchanges alike.
佩佩(PEPE)是按市值计算的第三大模因币,反映了大盘的波动性。 Pepe 的价格在 12 月 9 日达到峰值 0.000026 美元,然后在 12 月 20 日暴跌至 0.000017 美元。尽管价格下跌,佩佩仍然是交易者和交易所的焦点。
The meme coin's December performance was heavily influenced by its listing on Binance.US on December 4th, as the exchange sought to capitalize on the allure of the meme coin market. This listing sparked a substantial increase in Pepe's market cap, which surpassed Uniswap's token (UNI) in valuation on December 7th. By early 2024, Pepe's market cap had skyrocketed to $11 billion, an astonishing 18x growth since the year's beginning.
Meme 币 12 月份的表现很大程度上受到其 12 月 4 日在 Binance.US 上市的影响,因为该交易所试图利用 Meme 币市场的吸引力。此次上市引发了 Pepe 市值的大幅上涨,其估值在 12 月 7 日超过了 Uniswap 的代币(UNI)。到 2024 年初,佩佩的市值已飙升至 110 亿美元,自年初以来增长了惊人的 18 倍。
The meme coin frenzy was not limited to Pepe. Major exchanges, such as Coinbase, joined the race to list popular meme tokens in December. Coinbase added tokens like Moodeng (MOODENG), Mog (MOG), and Dogwifhat (WIF) to its platform, further legitimizing the meme coin sector and introducing these speculative assets to a wider audience.
模因硬币的狂热不仅限于佩佩。 Coinbase 等主要交易所在 12 月加入了上架热门 Meme 代币的竞赛。 Coinbase 在其平台上添加了 Moodeng (MOODENG)、Mog (MOG) 和 Dogwifhat (WIF) 等代币,进一步使模因币行业合法化,并将这些投机资产介绍给更广泛的受众。
This flurry of activity surrounding listings underscores the competitive landscape among exchanges vying for their share of the meme coin market. The increased availability of these tokens also contributed to mid-month growth in market capitalization before the subsequent decline.
这一系列围绕上市的活动凸显了交易所之间争夺模因币市场份额的竞争格局。这些代币可用性的增加也促进了月中市值的增长,然后才出现随后的下跌。
Traders Seize Profits Amid Market Volatility
交易员在市场波动中获利
While the meme coin market faced setbacks, astute traders continued to accumulate significant gains. Throughout 2024, Pepe was at the heart of numerous success stories. In April, a trader transformed a $3,000 investment into a remarkable $46 million as Pepe's price soared by over 15,000x.
尽管模因币市场面临挫折,但精明的交易者继续积累可观的收益。整个 2024 年,佩佩是无数成功故事的核心。 4 月份,随着 Pepe 的价格飙升超过 15,000 倍,一位交易员将 3,000 美元的投资变成了惊人的 4600 万美元。
Continuing into December, another trader became a central figure in the meme coin narrative. After investing $27 in Pepe tokens and leaving the wallet inactive for over 600 days, the trader transferred approximately $52 million worth of Pepe to a new address. According to on-chain analytics firm Lookonchain, this translated to a staggering 1,900,000x return on investment.
进入 12 月,另一位交易员成为模因币故事的核心人物。在投资 27 美元的 Pepe 代币并让钱包闲置 600 多天后,该交易者将价值约 5200 万美元的 Pepe 转移到了新地址。据链上分析公司 Lookonchain 称,这转化为惊人的 1,900,000 倍的投资回报。
The substantial decline in December has prompted analysts to speculate whether the so-called "meme coin supercycle" is nearing completion. As enthusiasm for meme-based tokens diminishes, some industry experts suggest a market shift towards projects with greater utility and value. However, others argue that the meme coin sector remains resilient, driven by its strong community support and speculative appeal.
12月份的大幅下跌促使分析师猜测所谓的“模因币超级周期”是否已接近完成。随着对基于模因的代币的热情减弱,一些行业专家建议市场转向具有更大实用性和价值的项目。然而,其他人则认为,在强大的社区支持和投机吸引力的推动下,模因币行业仍然具有弹性。
The rapid rise and fall of tokens such as Pepe illustrate the high-risk, high-reward nature of meme coins. While some traders have reaped exceptional profits, the wider market downturn emphasizes the inherent volatility of this sector.
Pepe等代币的快速涨跌说明了meme币的高风险、高回报的本质。尽管一些交易商获得了丰厚的利润,但更广泛的市场低迷凸显了该行业固有的波动性。
Altcoin Market Anticipates Euphoria: Total Market Cap Requires 16% Upswing to Spark Altseason
山寨币市场预期欣欣向荣:总市值需要上涨 16% 才能引发山寨币季节
As the cryptocurrency market enters 2025, traders are eyeing a possible "euphoric" period for altcoins. However, a well-known crypto analyst contends that this highly anticipated altseason will only materialize if the total altcoin market capitalization surpasses its previous all-time high from 2021.
随着加密货币市场进入 2025 年,交易者正在关注山寨币可能出现的“欣快”时期。然而,一位著名的加密货币分析师认为,只有当山寨币总市值超过 2021 年以来的历史新高时,这个备受期待的山寨币季节才会成为现实。
Pseudonymous crypto trader Daan Crypto Trades outlined this scenario in a recent post, emphasizing the significance of the TOTAL3 metric—the combined market capitalization of all cryptocurrencies excluding Bitcoin (BTC) and Ethereum (ETH).
匿名加密货币交易商 Daan Crypto Trades 在最近的一篇文章中概述了这种情况,强调了 TOTAL3 指标的重要性——除比特币 (BTC) 和以太坊 (ETH) 之外的所有加密货币的总市值。
Currently valued at $962.78 billion, the TOTAL3 metric has experienced a substantial 91.45% increase since the year's beginning, as per TradingView data. Despite this recovery, the figure remains roughly 16% below its 2021 all-time high (ATH) of $1.13 trillion, a level Daan deems crucial for triggering the euphoric phase.
根据 TradingView 的数据,TOTAL3 指标目前估值为 9627.8 亿美元,自年初以来已大幅增长 91.45%。尽管有所复苏,但这一数字仍比 2021 年历史最高点 (ATH) 1.13 万亿美元低约 16%,Daan 认为这一水平对于触发欣快阶段至关重要。
Daan elaborated that the market is likely to remain turbulent and "choppy" until TOTAL3 breaches the $1.1 trillion resistance and enters price discovery. However, a fall below $800 billion would prompt him to assume a more cautious outlook.
Daan 阐述道,在 TOTAL3 突破 1.1 万亿美元阻力位并进入价格发现阶段之前,市场可能会继续动荡和“波动”。然而,跌破 8000 亿美元将促使他对前景采取更加谨慎的态度。
Daan's apprehension aligns with the prevailing mood in the crypto market. Analysts have noted increased volatility due to traders adopting shorter-term strategies and relying on hourly charts for decision-making—a marked contrast to the more patient investment approaches observed in previous market cycles.
Daan 的担忧与加密货币市场的普遍情绪一致。分析师指出,由于交易者采用短期策略并依赖每小时图表进行决策,波动性增加,这与之前市场周期中观察到的更为耐心的投资方法形成鲜明对比。
In a separate post, Daniel Cheung, co-founder of Syncracy Capital, indicated that many traders now mimic the behavior of "George Soros," constantly attempting to time the market. According to Cheung, this mentality has slowed the pace of breakouts compared to past cycles, as traders are inclined to take profits rather than holding for long-term appreciation.
Syncracy Capital 联合创始人 Daniel Cheung 在另一篇文章中表示,现在许多交易员模仿“乔治·索罗斯”的行为,不断尝试把握市场时机。张表示,与过去的周期相比,这种心态减缓了突破的速度,因为交易者倾向于获利了结,而不是为了长期升值而持有。
Altcoin Performance: Leading Gainers and Signals for Rotation
山寨币表现:领先的上涨者和轮换信号
Amid the volatility, numerous altcoins have recorded impressive gains, suggesting growing investor interest beyond Bitcoin and Ethereum. Data from CoinMarketCap reveals the following top-performing altcoins among the top 100 cryptocurrencies over the past week:
在波动中,许多山寨币都录得了令人印象深刻的涨幅,这表明投资者对比特币和以太坊之外的兴趣不断增长。 CoinMarketCap 的数据显示,过去一周排名前 100 的加密货币中表现最好的山寨币如下:
These surges may indicate early signs of a potential rotation into altcoins, especially as Bitcoin dominance approaches 60%—often a precursor to heightened interest in smaller-cap tokens.
Bitget Token (BGB):增加 80.65% Virtuals Protocol (VIRTUAL):增加 42.30% Pudgy Penguins (PENGU):增加 31.63% 这些激增可能表明潜在转向山寨币的早期迹象,特别是当比特币主导地位接近 60% 时——这通常是比特币主导地位增强的前兆对小盘股代币的兴趣。
Pseudonymous trader Dyme echoed this sentiment, suggesting that Bitcoin's current risk-reward (R/R) profile offers less favorable opportunities compared to altcoins. "Altcoins, at this juncture, offer a far more optimal R/R profile than Bitcoin does," stated Dyme, adding that the time frame for dollar-cost averaging (DCA) into Bitcoin might not return for another 1.5 years or more.
匿名交易员戴姆(Dyme)呼应了这种观点,他认为与山寨币相比,比特币当前的风险回报(R/R)状况提供的机会不太有利。 Dyme 表示:“在这个时刻,山寨币提供了比比特币更优化的 R/R 配置。”他补充说,比特币的美元成本平均 (DCA) 的时间框架可能在 1.5 年或更长时间内不会回归。
Historically, altseason has followed periods of consolidation in Bitcoin and Ethereum prices, as traders seek superior returns from less liquid assets. If TOTAL3 manages to break through its 2021 ATH of $1.13 trillion, the ensuing price discovery could propel the market into the anticipated euphoric phase.
从历史上看,山寨季伴随着比特币和以太坊价格的整合时期,因为交易者从流动性较低的资产中寻求更高的回报。如果 TOTAL3 能够突破 2021 年 1.13 万亿美元的最高峰值,随后的价格发现可能会推动市场进入预期的欣快阶段。
However, until such a breakout occurs, traders should anticipate continued volatility, as Daan Crypto Trades suggests. The present trading range between $840 billion and $1.1 trillion remains a battleground for bulls and bears, with market sentiment remaining uncertain.
然而,正如 Daan Crypto Trades 所建议的那样,在出现这种突破之前,交易者应该预期持续的波动。目前8400亿美元至1.1万亿美元的交易区间仍然是多头和空头的战场,市场情绪仍然不确定。
Navigating the Cryptocurrency Market in 2024
畅游 2024 年加密货币市场
As 2024 concludes, the cryptocurrency market stands at a significant juncture. With the TOTAL3 metric indicating robust year-to-date growth yet falling short of its previous ATH, the stage is set for a potential breakout. Traders are increasingly optimistic about the risk-reward dynamics in the altcoin market, but caution is advised as volatility persists.
2024 年即将结束,加密货币市场正处于一个重要节点。 TOTAL3 指标显示年初至今增长强劲,但低于之前的最高峰值,为潜在突破做好了准备。交易者对山寨币市场的风险回报动态越来越乐观,但由于波动持续存在,建议谨慎行事。
The path to altseason may depend on whether the TOTAL3 market cap can reach the pivotal $1.13 trillion milestone. Should this occur, the euphoric phase could bring exponential gains to the altcoin sector, initiating a new chapter in the ever-evolving crypto narrative. Until then, patience and sound strategy will be essential for investors navigating this dynamic market.
通往山寨季的道路可能取决于 TOTAL3 市值能否达到关键的 1.13 万亿美元里程碑。如果发生这种情况,欣快的阶段可能会给山寨币行业带来指数级的收益,从而开启不断发展的加密货币叙事的新篇章。在那之前,耐心和合理的策略对于投资者驾驭这个充满活力的市场至关重要。