儘管缺乏炒作，WisdomTree產品負責人Jason Guthrie對Crypto的未來很樂觀

資產管理經理WisdomTree產品負責人Jason Guthrie表示，儘管缺乏明顯的炒作，他還是很樂觀的，這通常與加密公牛奔跑有關。

Jason Guthrie, the head of product at asset manager WisdomTree, says he's optimistic despite a noticeable lack of hype that typically comes along with a crypto bull run.

資產管理經理Wisdomtree產品負責人Jason Guthrie表示，儘管缺乏明顯的炒作，但他還是很樂觀的。

There hasn't been a "really frothy use case that has typically driven these market cycles previously," such as initial coin offerings (ICOs), non-fungible tokens (NFTs), or decentralized finance (DeFi) lending, Guthrie told Cointelegraph at Consensus.

Guthrie告訴Cointelegraph，沒有“真正造成這些市場週期的真正泡沫用例”，例如初始硬幣產品（ICO），不可殺死的代幣（NFTS）或分散的財務（DEFI）貸款。

"This time, we've continued to see the asset class gathering value, we've continued to see the companies that are built on this technology, growing revenue, growing client bases, continuing to innovate without really hanging their hat on one of these frankly less than useful use cases," Guthrie said.

Guthrie說：“這次，我們繼續看到資產類別的收集價值，我們繼續看到建立在這項技術，收入不斷增長，客戶群增長的公司，繼續進行創新的情況下，而沒有真正在其中一個坦率的用例上掛起帽子，” Guthrie說。

The ICO boom kicked off in 2017 with an estimated $4.9 billion raised. By 2018, this figure had jumped to $33.4 billion. By 2019, it had dropped to just over $370 million and has never returned to its previous highs.

ICO繁榮在2017年開始，估計籌集了49億美元。到2018年，這個數字已躍升至334億美元。到2019年，它已降至3.7億美元，但從未回到以前的高潮。

NFTs also had their day, and saw a massive surge of popularity in 2020 and continued to grow until hitting a peak in 2022, with trading volumes reaching $57.2 billion and the market's sales count hitting 121.7 million. The market has since cooled as well.

NFTS也度過了一天，在2020年的流行幅度巨大，直到2022年達到峰值，交易量達到572億美元，市場的銷售量達到1.217億。從那以後，市場也冷卻了。

"I think the fact that we're still healthy without one of those to drive it is a really, really good sign," Guthrie said.

格思裡說：“我認為，如果沒有那些駕駛的人之一，我們仍然很健康，這是一個非常非常好的跡象。”

Market more mature this cycle, despite memecoin hype

儘管炒作，但在這個週期中市場更加成熟

The overall crypto market capitalization hit a new all-time high of $3.71 trillion on Dec. 9 last year, with many cryptocurrencies also registering significant price gains, according to CoinMarketCap.

根據CoinMarketCap的數據，去年12月9日的整體加密市值在歷史上達到了3.71萬億美元的新高價，許多加密貨幣也取得了顯著的價格上漲。

During this cycle, there has also been a growing trend of companies, such as video game retailer GameStop Corporation, (NYSE:GME) and countries, Ukraine possibly being one of the latest, adopting crypto for treasuries and reserves.

在這個週期中，公司的趨勢也越來越多，例如視頻遊戲零售商GameStop Corporation（NYSE：GME）和烏克蘭國家可能是最新的一員，採用了加密貨幣的國庫和儲備。

"I think this is starting to feel like a more mature market that is really settling on its use case, its value prop," Guthrie said.

古斯里說：“我認為這開始感覺像是一個更成熟的市場，它確實在其用例（其價值道具）上定居。”

"I know there has been a bit of memecoin stuff, particularly around Solana (SOL) but it doesn't seem anywhere near as prevalent as the previous kind of hype has been," he added.

他補充說：“我知道已經有一些紀念品，尤其是在索拉納（Solana（Sol）周圍），但似乎並不像以前的炒作那樣普遍。”

There was a surge in memecoin activity after the launch of US President Donald Trump's memecoin on Jan. 18, when Pump.fun usage recorded an all-time high of $3.3 billion in weekly trading volume.

1月18日，美國總統唐納德·特朗普（Donald Trump）的紀念物發起後，泵的使用量記錄了每週33億美元的歷史最高額度，在美國總統唐納德·特朗普（Donald Trump）的成員發起後，成人活動激增。

However, enthusiasm for memecoins dropped after a series of bad launches and rug pulls, killed off investor interest, such as the Libra (LIBRA) rug.

然而，在一系列不良的發射和地毯拉力上，對成員的熱情下降了，喪失了投資者的興趣，例如天秤座（天秤座）地毯。

Ultimately, Guthrie thinks there is still a "lot of innovation to do," and it's still "very early days," but the market has matured and has greater sustainability compared to previous cycles.

最終，Guthrie認為仍然有很多“創新”，而且仍然是“很早的日子”，但是與以前的周期相比，市場已經成熟並且具有更大的可持續性。

Additional reporting by Sam Bourgi.

Sam Bourgi的其他報告。