在過去的30天中，加密貨幣市場的情感取得了顯著改善，這在很大程度上基於對全球貿易交易的新樂觀情緒。

幾乎所有高級加密貨幣都在發布兩位數的收益，投資者似乎正在恢復對加密貨幣的風險。

Over the past 30 days, sentiment in the crypto market has improved remarkably, largely on new optimism about global trade deals getting done. Nearly every top cryptocurrency has been posting double-digit gains, and investors appear to be regaining their risk appetite for crypto.

在過去的30天中，加密貨幣市場的情感取得了顯著改善，這在很大程度上基於對全球貿易交易的新樂觀情緒。幾乎所有高級加密貨幣都在發布兩位數的收益，投資者似乎正在恢復對加密貨幣的風險。

Two cryptos on my radar right now are Sui (SUI 4.26%) and Bittensor (TAO 4.31%), both of which have been soaring in value. Let’s take a closer look at what makes them such strong buys right now.

我現在雷達上的兩個加密貨幣是SUI（SUI 4.26％）和Bittensor（Tao 4.31％），它們的價值一直在飆升。讓我們仔細看看什麼使他們現在如此強大的購買。

Sui

Sui (pronounced “swee”) is arguably the buzziest new Ethereum (CRYPTO: ETH) challenger to arrive on the scene. This Layer 1 blockchain network launched in May 2023 and features an all-star team of blockchain developers and Silicon Valley tech veterans.

Sui（發音為“ Swee”）可以說是最嗡嗡的新以太坊（Crypto：Eth）挑戰者來到現場。該第1層區塊鍊網絡於2023年5月啟動，並擁有由區塊鏈開發人員和矽谷技術退伍軍人組成的全明星團隊。

Since Sui launched around the time that the crypto winter of 2022 was coming to an end, it never really got the attention that it deserved. But things have really taken off for Sui in 2025. It’s now up 73% over the past 30 days and currently boasts a $13 billion market cap, making it the 11th most valuable cryptocurrency.

自Sui大約在2022年加密蛋糕冬季即將結束的時候發起以來，它從來沒有真正引起了應有的關注。但是SUI在2025年確實取得了成就。在過去的30天中，現在增長了73％，目前擁有130億美元的市值，使其成為第11個最有價值的加密貨幣。

While nearly all of the top cryptocurrencies are up big during the past 30 days, Sui really stands out. By comparison, Bitcoin (CRYPTO: BTC) is “only” up 22% over the past 30 days.

儘管在過去30天內，幾乎所有頂級加密貨幣都大大增加，但Sui確實脫穎而出。相比之下，在過去30天內，比特幣（加密：BTC）“僅”增長了22％。

Two main factors are driving Sui’s outperformance. The first is the narrative around Sui’s future potential to supplant Ethereum as the premier Layer 1 blockchain network. The Sui blockchain is faster, cheaper, and more efficient to use than Ethereum’s blockchain, and institutional investors are starting to sit up and take notice. If Sui can continue to chip away at the market dominance of Ethereum, then its valuation should rise accordingly.

兩個主要因素是推動SUI的表現。首先是關於Sui將來取代以太坊的未來潛力的敘述，作為首要的第1層區塊鍊網絡。 SUI區塊鏈比以太坊的區塊鏈更快，更便宜，更有效地使用，機構投資者開始坐起來並引起注意。如果Sui可以繼續在以太坊的市場占主導地位上淘汰，那麼其估值應相應上升。

The second big factor is the spot ETF narrative. At the end of April, 21Shares — the same investment firm that helped Ark Invest launch its spot Bitcoin ETF last year — filed an application with the SEC to launch a spot Sui ETF. If that application is successful, it could mean mainstream adoption for Sui. The spot ETF will make it easier for investors to get exposure to Sui and could lead to new investor inflows.

第二個大因素是現場ETF敘述。 4月底，21shares（幫助ARK Invest啟動其現貨比特幣ETF的同一家投資公司）向SEC提交了一項申請，以推出SUI ETF。如果該應用程序成功，則可能意味著SUI的主流採用。現貨ETF將使投資者更容易接觸SUI，並可能導致新的投資者流入。

Bittensor

問

The other unstoppable crypto on my list is Bittensor. It has risen 83% over the past 30 days and ranks as No. 30 cryptocurrency, with a $4 billion market cap.

我列表中的另一個不可阻擋的加密是Bittensor。在過去的30天中，它上升了83％，排名第30位加密貨幣，市值為40億美元。

The investment thesis for Bittensor is easy because it involves artificial intelligence (AI). As Cathie Wood of Ark Invest pointed out in her firm’s 2024 “Big Ideas” report, one of the most exciting themes in the investment world is the convergence of artificial intelligence and blockchain technology. This convergence could lead to outsized gains for Bittensor, which is essentially a decentralized blockchain platform for AI projects.Image source: Getty Images.

Bittensor的投資論文很容易，因為它涉及人工智能（AI）。正如Ark Invest的Cathie Wood在其公司2024年的“大創意”報告中指出的那樣，投資世界中最激動人心的主題之一是人工智能和區塊鏈技術的融合。這種融合可能會導致Bittensor的巨大收益，Bittensor本質上是AI項目的分散區塊鏈平台。圖像來源：Getty Images。

My only caveat here is that it has been frustratingly difficult for crypto investors to get the AI investment thesis right. A number of top AI cryptos that emerged after the launch of ChatGPT have now floundered badly. And the “AI agent” thesis has floundered badly in 2025.

我唯一的警告是，加密投資者很難正確地獲得AI投資論文。 Chatgpt推出後出現的許多頂級AI加密貨幣現在陷入困境。 “ AI代理人”論文在2025年陷入困境。

So, you need to be careful about how much you buy into the buzz surrounding Bittensor. You need to be convinced that “decentralized AI” is more powerful than “centralized AI.” In other words, you need to be convinced that AI upstarts powered by blockchain technology can take on the tech giants in Silicon Valley.

因此，您需要謹慎地購買Bittensor周圍的嗡嗡聲。您需要確信“分散的AI”比“集中的AI”更強大。換句話說，您需要確信由區塊鏈技術提供動力的AI Upstart可以採用矽谷的技術巨頭。

Is altcoin season finally here?

Altcoin季節終於來了嗎？

In order for Sui and Bittensor to become truly unstoppable, altcoin season needs to arrive soon. While “altcoin season” is a state of mind more than anything else, it refers to a point in time when a majority of top altcoins are outperforming Bitcoin. This leads to a situation where crypto investors move out of Bitcoin and shift into riskier cryptos in order to capture this outperformance.

為了使Sui和Bittensor真正不可阻擋，Altcoin季節需要很快到達。雖然“ Altcoin季節”比其他任何事情都更重要，但它是指大多數頂級替代幣優於比特幣的時間點。這導致了加密貨幣投資者擺脫比特幣並轉移到風險更高的加密貨幣的情況下，以捕捉這種超越的表現。

Mathematically, altcoin season occurs when 75% of the top 100 coins have outperformed Bitcoin over the past 90 days. Right now, the CoinMarketCap Altcoin Season index has a reading of 32, which means that we’re likely still several months away from the arrival of altcoin season. The good news is that Sui and Bittensor are two of the 32 coins outperforming Bitcoin over the past 90 days, and appear to be leading the way forward.

從數學上講，當前100個硬幣中有75％在過去的90天內優於比特幣時，就會發生山寨幣季節。目前，CoinMarketCap Altcoin賽季指數的讀數為32，這意味著我們距離Altcoin賽季的到來可能還要幾個月。好消息是，Sui和Bittensor在過去90天內是32枚硬幣中的兩枚比特幣，並且似乎正在前進。

That being said, it’s best to keep your expectations in check. Sui faces a tremendous amount of competition in the Layer 1 blockchain market, and Bittensor could turn out to be another buzzy AI crypto that eventually falls to the wayside.

話雖如此，最好將您的期望保持在檢查中。 Sui在第1層區塊鏈市場中面臨著巨大的競爭，Bittensor可能是另一個嗡嗡的AI加密貨幣，最終落在了路邊。

However, it

但是，它