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前Bitmex首席执行官Arthur Hayes预测,今年夏天,以太坊将胜过Solana

2025/05/19 18:05

Bitmex前首席执行官Arthur Hayes最近保证,今年夏天正在制作巨大的Altcoin赛季,这次以太坊可能会胜过Solana。

Former BitMEX CEO Arthur Hayes has recently predicted a huge altcoin season this summer, with Ethereum likely to outperform Solana.

BITMEX前首席执行官Arthur Hayes最近预测,今年夏天,Altcoin赛季巨大,以太坊的表现可能胜过Solana。

In an interview with Fortune, Hayes, who now runs his family fund Maelstron, said that, unlike 2021, when every single cryptocurrency went up 100x, this time it will be a bit different. According to him, only quality projects would do well and poor projects won’t likely participate in this market rally.

在接受《财富》的采访时,海耶斯(Hayes)现在经营他的家庭基金Maelstron,他说,与2021年不同的是,当每个加密货币都上升100倍时,这一次会有所不同。据他说,只有优质的项目才能做得很好,而且糟糕的项目不太可能参加这个市场集会。

“I don’t think it’ll be like that in 2021, that every single coin just goes up 100x. We’ll have a new narrative, that people are going to try to trade and it’ll trade some crazy price, but the old dino coins in your portfolio that aren’t moving probably aren’t moving for a reason. I think a lot of those coins have high FDV, low float, no customers, no revenue, just some CEX listings, that went down 95%, I don’t really see why those should do well in the next cycle.”

“我不认为在2021年,每一个硬币都会上升100倍。我们将有一个新的叙述,人们将尝试交易并交易一些疯狂的价格,但是您的投资组合中的旧Dino硬币并不是不动的,这可能并不是因为某种原因而没有任何原因。在下一个周期中应该做得很好。”

Asked about what is his opinion on Ethereum vs Solana, and which of the two altcoins would perform better, Hayes chose ETH. According to him, Ethereum has received a lot of hate due to its underperformance and that many have started believing that the Ethereum ecosystem is not making any progress.

当被问及他对以太坊与索拉纳的看法是什么,以及两个山寨币中的哪个表现更好,海耶斯选择了ETH。据他说,以太坊由于表现不佳而受到了很多仇恨,许多人开始相信以太坊生态系统没有取得任何进展。

However, Hayes noted that it still has the most TVL (total-valued-locked), the number of developers, and is the most secure proof-of-stake blockchain.

但是,海耶斯指出,它仍然具有最多的TVL(总价值锁定),开发人员的数量,并且是最安全的酒区区块链。

“Solana obviously did very well from $7 to $172. But if I’m gonna deploy a fresh unit of fiat capital into the system, I think that Ethereum could outperform Solana in this next sort of 18-24 months bull run,” said Hayes.

海斯说:“ Solana显然从7美元到172美元做得很好。但是,如果我要在系统中部署一个新的法定​​资本单位,我认为以太坊可以在下一个18-24个月的公牛运行中胜过Solana。”

Recently, Ethereum co-founder Vitalik Buterin laid out plans about how Ethereum Layer-1 should improve its scalability, without sacrificing the usability of personal nodes. Key initiatives in this roadmap include EIP-4444, distributed history storage, stateless verification, and the introduction of lightweight “partially stateless nodes” to improve performance and efficiency.

最近,以太坊联合创始人Vitalik Buterin制定了有关以太坊层如何提高其可扩展性的计划,而无需牺牲个人节点的可用性。此路线图中的主要举措包括EIP-4444,分布式历史记录存储,无状态验证以及引入轻质“部分无状态节点”,以提高性能和效率。

Additionally, Hayes also predicted that despite the altcoin season, BTC dominance will continue to increase and the Bitcoin price rally will extend to $250K.

此外,海耶斯还预测,尽管替代币季节,BTC的优势将继续增加,比特币价格集会将延长至25万美元。

After a strong run-up from mid-April, the crypto market has entered a strong consolidation period. But dropping Bitcoin dominance has made investors believe that alts are set to outperform BTC very soon.

从4月中旬开始进行强劲的升级后,加密货币市场进入了一个强大的合并时期。但是,放弃比特币的优势使投资者相信,ALTS将很快胜过BTC。

Crypto analyst Captain Faibik has forecasted a potential bearish impulse in Bitcoin dominance (BTC.D), suggesting that a new altcoin rally may be on the horizon. If the trend unfolds, altcoins could gain significant traction in the market. As seen on the chart, Bitcoin dominance has been in a bearish trend since reaching highs above 73% in mid-April.

加密分析师Faibik上尉预测了比特币优势(BTC.D)的潜在看跌冲动,这表明可能会出现新的Altcoin Rally。如果趋势发展,AltCoins可能会在市场上获得大量的吸引力。从图表上可以看出,自4月中旬至73%以上的高度以来,比特币的优势一直处于看跌趋势。

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