比特币、山寨币和看涨季节：该选择哪些硬币？

比特币在 2024 年一直处于领先地位，随着美国 ETF 被大型机构大规模采用，比特币为看涨季节奠定了基础。

Bitcoin has led the way in 2024, setting the stage for a bullish season as ETFs in the US are being widely adopted by large institutions.

随着 ETF 在美国被大型机构广泛采用，比特币在 2024 年处于领先地位，为牛市奠定了基础。

The ETF is one factor, but there is also the halving factor, which occurred in April and reduced the reward of the miners from 6.14 BTC to 3.12 BTC for mined blocks, ultimately limiting the supply of bitcoin that, in front of a strong demand, could increase the price to new all-time highs as it did when BTC touched the mark of $73.000.

ETF 是一个因素，但还有 4 月份发生的减半因素，将矿工开采区块的奖励从 6.14 BTC 减少到 3.12 BTC，最终限制了比特币的供应，在强劲的需求面前，可能会将价格推高至历史新高，就像 BTC 触及 73.000 美元大关时那样。

Now, several investors are touting the mark of $150.000 as the next ATH. Institutions like Bernstein have stated that it is possible by the end of the year, and figures like Robert Kiyosaki believe that Bitcoin could go even further.

现在，一些投资者将 150.000 美元作为下一个最高点。伯恩斯坦等机构表示，到今年年底就有可能实现，而罗伯特清崎等人士则认为比特币可能会走得更远。

Bitcoin, Altcoins, and a Bullish Season: Which Coins to Pick?

比特币、山寨币和看涨季节：该选择哪些硬币？

So now that factors seem to be aligned for a bullish season, let’s explore some coins leading the market together with Bitcoin.

因此，现在因素似乎与牛市季节一致，让我们探讨一些与比特币一起引领市场的代币。

Ethereum (ETH)

以太坊（ETH）

The second largest cryptocurrency by market cap is awaiting ETF approval in the US. At the same time, Ethereum has consolidated its position as the preferred network for DeFi developments and meme coins tokenization, and earlier this year, the blockchain received an update called Duncan.

按市值计算第二大加密货币正在等待美国 ETF 的批准。与此同时，以太坊巩固了其作为 DeFi 开发和 Meme 币代币化首选网络的地位，今年早些时候，区块链收到了名为 Duncan 的更新。

Tokens that can explode this year from the Ethereum blockchain:

今年可能会在以太坊区块链上爆发的代币：

Solana (SOL)

索拉纳 (太阳)

Solana has been steadily increasing its market cap since 2023. Like Ethereum, it has been consolidating its blockchain as an alternative for DeFi and decentralized exchange (DEX) projects with constant improvements on the way.

自 2023 年以来，Solana 的市值一直在稳步增长。与以太坊一样，它一直在巩固其区块链作为 DeFi 和去中心化交易所 (DEX) 项目的替代方案，并不断改进。

The native SOL token has been increasing its price but some other names to spot from the Solana ecosystem are:

原生 SOL 代币的价格一直在上涨，但 Solana 生态系统中其他一些值得关注的名称包括：

Other tokens to explore:

其他值得探索的代币：

Binance Coin (BNB)

币安币 (BNB)

Backed by the largest exchange by transaction volumes, BNB is a good candidate coin to follow in 2024. The Binance Chain has been enjoying increasing usability, and specifically at the start of June, BNB reached a new all-time high in its price, quoting at $720 per unit.

在交易量最大的交易所的支持下，BNB 是 2024 年的一个很好的候选货币。币安链的可用性一直在提高，特别是在 6 月初，BNB 的价格达到了历史新高，引用每单位 720 美元。

The Launchpad of the Binance Chain is one of the more interesting features, but this chain also offers a place for other established DeFi protocols, for example:

币安链的 Launchpad 是更有趣的功能之一，但该链也为其他已建立的 DeFi 协议提供了场所，例如：

NEAR

靠近

Near Protocol is a blockchain that aims to offer high speed for scalable projects, two things that have been limitations faced by other blockchains. Even though it is not an AI project, it has been recognized as a good foundation for future AI developments.

Near Protocol 是一个旨在为可扩展项目提供高速的区块链，这是其他区块链面临的两个限制。尽管它不是一个人工智能项目，但它已被认为是未来人工智能发展的良好基础。

Check out how to paper trade Bitcoin here!

在这里查看如何进行比特币模拟交易！

Memecoins

模因币

The memecoins, despite being criticized, have been gaining in the field of speculative assets, traders have been accepting them, and even Vitalik Buterin (Ethereum co-founder) has written about them showcasing their potential utility.

尽管受到批评，模因币在投机资产领域一直在增长，交易者们一直在接受它们，甚至维塔利克·布特林（以太坊联合创始人）也写过关于它们的文章，展示了它们的潜在效用。

So what meme coins to look at in 2024?

那么 2024 年值得关注哪些模因币呢？

Conclusion and Risk Considerations

结论和风险考虑

We can see that 2024 has come charged with important events for the crypto market. ETFs, DeFi and GameFi development, or even the emergence of meme coins, are signals of increasing adoption of cryptocurrencies as investment assets.

我们可以看到，2024 年对于加密市场来说是一个重大事件。 ETF、DeFi 和 GameFi 的发展，甚至 meme 币的出现，都是越来越多地采用加密货币作为投资资产的信号。

However, remember to do your own research, allocate your capital according to a trading plan and risk management, and avoid mistakes related to FOMO.

但是，请记住进行自己的研究，根据交易计划和风险管理来分配资金，并避免与 FOMO 相关的错误。