新年始於加密貨幣市場的大張旗鼓

在唐納德·特朗普總統的加密計劃下，美國將成為“世界的加密首都”。

The new year started off with considerable fanfare for the cryptocurrency market. Under President Donald Trump's crypto plan, America was going to become "the crypto capital of the world." That meant deregulating the crypto market, promoting innovative uses for blockchain technology within the financial markets, and becoming a Bitcoin (CRYPTO: BTC) superpower.

新年始於加密貨幣市場的大張旗鼓。在唐納德·特朗普總統的加密計劃下，美國將成為“世界的加密首都”。這意味著放鬆加密市場，促進金融市場中區塊鏈技術的創新用途，並成為比特幣（Crypto：BTC）超級大國。

Those promises mostly have been kept. The White House even hosted a Crypto Summit on March 7. But broader macroeconomic weakness -- in the form of tariffs and recession fears -- have sent crypto markets tumbling. Cryptocurrencies are down across the board, so it's hard to tell what's hot, and what's not. So let's take a closer look at key Trump priorities for crypto.

這些承諾主要保留。白宮甚至於3月7日舉行了加密峰會。但更廣泛的宏觀經濟弱點 - 以關稅和經濟衰退的恐懼形式，使加密貨幣市場蓬勃發展。加密貨幣全面降低，因此很難說出什麼是熱的，什麼不是熱。因此，讓我們仔細研究Crypto的主要特朗普優先事項。

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現在在哪裡投資1,000美元？我們的分析師團隊剛剛透露了他們認為現在要購買的10種最佳股票。了解更多 ”

Hot cryptocurrency sectors

熱加密貨幣扇區

The three hottest crypto sectors right now are decentralized finance (DeFi), real-world asset (RWA) tokenization, and stablecoins. The easiest way to see this is by examining the crypto portfolio of World Liberty Financial, the Trump-affiliated crypto company that uses the tag line, "Shape A New Era Of Finance." It went on a highly publicized crypto buying spree ahead of the inauguration as a show of support for Trump's crypto plan.

目前，最熱門的三個最熱的加密部門是分散的財務（DEFI），現實資產（RWA）令牌化和Stablecoins。看到這一點的最簡單方法是檢查世界自由金融的加密貨幣組合，這是特朗普附屬的加密公司，該公司使用標籤線“塑造了新的金融時代”。在就職典禮之前，它進行了高度宣傳的加密貨幣狂歡​​，這是對特朗普加密計劃的支持。

Currently, some of the biggest holdings of World Liberty Financial include Ethereum (CRYPTO: ETH), Chainlink (CRYPTO: LINK), Ondo, Aave, and Ethena. The company also holds two stablecoins: Tether and USDC. All of these holdings, in one way or another, reflect a core idea of Trump's crypto plan: creating new linkages between the world of traditional finance and the world of decentralized finance.

目前，世界自由財務的一些最大股份包括以太坊（Crypto：ETH），Chainlink（Crypto：Link），Ondo，Aave和Ethena。該公司還持有兩個穩定的穩定性：Tether和USDC。所有這些股份以一種或另一種方式反映了特朗普加密計劃的核心思想：在傳統金融世界與分散財務世界之間建立新的聯繫。

Decentralized finance really just refers to putting the traditional financial system on blockchain rails. Once you have a Layer-1 blockchain like Ethereum, it's possible to build on top of it. You can create new decentralized exchanges for trading digital assets. You can create new ways to borrow and earn money. And you can create enormous value by reducing the inefficiencies of the modern financial system.

分散的金融實際上只是指將傳統金融體系置於區塊鏈鐵軌上。一旦擁有像以太坊這樣的1層區塊鏈，就可以在其頂部構建。您可以為交易數字資產創建新的分散交易所。您可以創建借錢和賺錢的新方法。您可以通過降低現代金融體系的低效率來創造巨大的價值。

Real-world asset (RWA) tokenization is one of the hottest trends on Wall Street right now, and it's supported by top asset managers such as BlackRock. Tokenization refers to the transformation of traditional assets (such as stocks and bonds) into digital assets that can be traded on the blockchain. Once you do that, you can create new efficiencies and open up markets to new participants. For example, it's now possible to tokenize very illiquid assets (such as private equity and real estate) and put it all on the blockchain in the form of tradable crypto tokens.

現實世界中的資產（RWA）令牌化是目前華爾街最熱門的趨勢之一，它得到了貝萊德（Blackrock）等頂級資產經理的支持。令牌化是指傳統資產（例如股票和債券）轉換為可以在區塊鏈上交易的數字資產。一旦這樣做，您就可以創造新的效率並向新參與者開放市場。例如，現在有可能將非常流動性的資產（例如私募股權和房地產）施加，並以可交易的加密代幣的形式將其全部放在區塊鏈上。

Image source: Getty Images.

圖像來源：蓋蒂圖像。

It might be hard to believe that stablecoins are hot right now. After all, they are pegged 1-to-1 to the U.S. dollar, so they are supposed to trade for $1 at all times. You really can't speculate in stablecoins (unless you're betting that they will lose their peg), and many investors might not want to hold an asset like USDC or Tether that trades for $1 day in and day out.

可能很難相信穩定的人現在很熱。畢竟，他們將1比1固定在美元上，因此他們應該始終以1美元的價格交易。您真的不能猜測Stablecoins（除非您敢打賭他們會失去釘子），而且許多投資者可能不想持有USDC或Tether等資產，該資產日復一日地交易1美元。

But as Coinbase Global recently pointed out, stablecoins might just end up being the biggest story of the year for crypto. The Trump crypto plan calls for using stablecoins as the way to guarantee that the U.S. dollar remains the top reserve currency in the world.

但是正如Coinbase Global最近指出的那樣，Stablecoins可能最終是加密貨幣年度最大的故事。特朗普加密計劃要求使用Stablecoins作為確保美元仍然是世界上最高儲備貨幣的方式。

To buy stablecoins, you need dollars. And right now, dollars are pouring into stablecoins at an unprecedented rate. The top five stablecoins now have a total market cap of more than $200 billion.

要購買Stablecoins，您需要美元。目前，美元以前所未有的速度湧入穩定幣。目前，前五名的穩定股票總額超過2000億美元。

Not-so-hot cryptocurrency sectors

不太熱的加密貨幣扇區

Three not-so-hot cryptocurrency sectors include meme coins, artificial intelligence (AI), and anything related to consumer-facing applications of blockchain technology (such as gaming, Web3, and the metaverse).

三個不太熱的加密貨幣扇區包括模因硬幣，人工智能（AI），以及與區塊鏈技術面向消費者的應用有關的任何內容（例如游戲，Web3和Metaverse）。

Remember the last crypto bull market rally? Prices of meme coins such as Dogecoin and Shiba Inu were skyrocketing in value. Celebrities were spending millions of dollars to buy non-fungible tokens (NFTs) from the Bored Ape Yacht Club collection. And people were buying digital real estate in the metaverse as a way of getting rich quick.

還記得最後一個加密牛市集會嗎？模因硬幣（例如Dogecoin和Shiba Inu）的價格在價值上飛漲。名人花了數百萬美元來從無聊的猿遊艇俱樂部收藏中購買不可殺死的代幣（NFTS）。人們正在以元評估數字房地產，以迅速富裕。

Unfortunately (or fortunately, depending on your point of view), that type of speculative froth is unlikely to return anytime soon. The new Official Trump meme coin is down about 85% from its highs, nobody is buying expensive NFTs when the threat of recession is looming, and early attempts to combine AI and crypto -- such as by creating the brand-new position of White House AI & crypto czar -- have thus far been very low-key.

不幸的是（或幸運的是，取決於您的觀點），這種投機性的泡沫不太可能很快返回。新的官方特朗普模因硬幣比其高點下降了約85％，當經濟衰退的威脅迫在眉睫時，沒有人購買昂貴的NFT，並且早期嘗試將AI和Crypto結合起來 - 例如，通過創建白宮AI和Crypto Czar的全新位置 - 到目前為止的鑰匙很低。

Still not convinced that consumer-facing crypto sectors are out of favor? Just search for images of the White House Crypto Summit that took place on March 7. The event looks unlike any crypto event you've

仍然不確定面向消費者的加密貨幣部門不受歡迎嗎？只需搜索3月7日舉行的白宮加密峰會的圖像即可。