Cathie Wood，Hyproliquid和Solana：新的加密货币边界

Cathie Wood的ARK Invest正在关注超级流动性，与早期的Solana相似。这是下一个大事吗？探索趋势和见解！

Cathie Wood, Hyperliquid, and Solana: The New Crypto Frontier

Cathie Wood，Hyproliquid和Solana：新的加密货币边界

Cathie Wood's recent comments have sparked a flurry of excitement in the crypto world, especially concerning Hyperliquid and its potential comparison to Solana's early days. What's the buzz, and what does it mean for the future of crypto?

凯茜·伍德（Cathie Wood）最近的评论引发了加密货币世界中的激动人心，尤其是关于超流动性及其与索拉纳（Solana）早期的潜在比较。什么是嗡嗡声，这对加密货币的未来意味着什么？

Cathie Wood Sees Potential in Hyperliquid

凯茜·伍德（Cathie Wood

ARK Invest CEO Cathie Wood has likened Hyperliquid to Solana's nascent phase, calling it "the new kid on the block." This comparison is significant, considering Solana's impressive growth and establishment as a major player in the crypto space. Wood's remarks, made on the Master Investor podcast, suggest she sees similar disruptive potential in Hyperliquid.

方舟投资首席执行官凯西·伍德（Cathie Wood）将超级流动性比作索拉纳（Solana）的新生阶段，称其为“街上的新孩子”。考虑到索拉纳（Solana）在加密货币领域的主要参与者中令人印象深刻的增长和建立，这种比较是重要的。伍德在大师投资者播客上的讲话表明，她看到了超流动性的类似破坏性潜力。

ARK Invest currently holds Bitcoin (BTC), Ethereum (ETH), and Solana (SOL) in its public funds. Their Solana exposure is linked to Breera Sports, connected to the Solana treasury with backing from Middle Eastern investors. While Wood didn't confirm a position in Hyperliquid, she emphasized it's a protocol to watch.

ARK Invest目前持有其公共资金中的比特币（BTC），以太坊（ETH）和Solana（Sol）。他们的探索与Breera Sports有关，与Breera Sports有关，与中东投资者的支持相连。虽然伍德没有确认在超级流动中的职位，但她强调这是一项观看的协议。

Hyperliquid vs. Solana: A Budding Rivalry?

超流动与索拉纳：崭露头角的竞争？

The decentralized exchange (DEX) landscape is heating up, with platforms like Hyperliquid and Aster vying for dominance. Aster recently launched a token, experiencing a surge in trading volume and open interest, even surpassing Hyperliquid's metrics. This competition underscores the dynamic nature of the DEX market and the constant innovation driving it forward.

分散的交换（DEX）景观正在加热，诸如超流动和翠菊之类的平台争夺优势。 Aster最近推出了一个令牌，经历了交易量和开放兴趣的激增，甚至超过了超级流动性的指标。这项竞争强调了DEX市场的动态性质以及不断推动其前进的创新。

Bitcoin's Reign and Ethereum's Evolution

比特币的统治和以太坊的进化

Despite the emergence of new contenders, Cathie Wood remains a staunch advocate for Bitcoin. She views Bitcoin as the dominant force in cryptocurrency, a "rules-based global monetary system" unmatched in resilience. While acknowledging Ethereum's role in decentralized finance (DeFi), Wood emphasizes Bitcoin's fundamental strength as a store of value.

尽管出现了新的竞争者，但凯茜·伍德仍然是比特币的坚定倡导者。她认为比特币是加密货币的主要力量，这是一种“基于规则的全球货币体系”，无与伦比。伍德在承认以太坊在分散融资（DEFI）中的作用，但强调比特币的基本力量是价值存储。

Wood's perspective on the Bitcoin versus Ethereum debate is clear: while Ethereum has significant potential in powering decentralized applications, Bitcoin stands alone as a digital store of value. She has frequently compared Bitcoin to digital gold, while positioning Ethereum as more of a technology platform akin to Apple or Microsoft.Still, she is gradually warming up to Ethereum’s role in shaping the future of DeFi and Web3. Ark Invest’s increasing exposure to ETH-related equities reflects a recognition that Ethereum’s developer community and network effects cannot be ignored.

伍德对比特币与以太坊辩论的看法很明确：尽管以太坊在为分散应用程序供电的功能上具有巨大潜力，但比特币单独作为价值的数字商店。她经常将比特币与数字黄金进行比较，同时将以太坊定位为类似于Apple或Microsoft的技术平台。然后，她正在逐渐变暖以太坊在塑造Defi和Web3的未来中的作用。 ARK Invest越来越多地接触与ETH相关的股票，这反映了以太坊的开发人员社区和网络效应不容忽视的认识。

DEX Adoption: Retail vs. Institutions

DEX采用：零售与机构

Decentralized exchanges are gaining traction among retail traders and semi-professional quants, attracted by airdrops, low fees, and fast execution. However, institutions still prefer centralized exchanges (CEXs) for fiat access, compliance, and brokerage support. The gap is closing, though, as order-book DEXs like Hyperliquid and dYdX v4 offer speed and liquidity comparable to CEXs.

分散的交易所在零售商人和半专业方面受到吸引，被空投，低费用和快速执行所吸引。但是，机构仍然更喜欢集中式交易所（CEXS）来获得法定访问，合规性和经纪支持。但是，由于诸如Hyproliquid和DyDX V4之类的订单书籍DEX提供的速度和流动性与CEX相当。

The Future Landscape: A Personal Take

未来的景观：个人看法

Based on these insights, it seems the crypto world is evolving into a multi-faceted ecosystem. Bitcoin remains the bedrock, while platforms like Ethereum and Solana drive innovation. Hyperliquid, with Cathie Wood's endorsement, could be a significant disruptor in the DEX space. The key will be its ability to attract users and maintain a competitive edge.

基于这些见解，似乎加密世界正在发展成为一个多方面的生态系统。比特币仍然是基岩，而以太坊和Solana Drive Innovation等平台。在凯西·伍德（Cathie Wood）的认可下，超级流动性可能是DEX空间中的重大破坏者。关键将是它吸引用户并保持竞争优势的能力。

Looking Ahead

展望未来

Whether Hyperliquid truly becomes the "next Solana" remains to be seen, but Cathie Wood's interest certainly puts it on the map. Keep an eye on this "new kid on the block" – it might just surprise us all! So, buckle up, crypto enthusiasts! The ride's just getting started, and who knows what twists and turns are ahead? One thing's for sure: it's going to be interesting!

超级流动是否真正成为“下一个索拉纳”还有待观察，但凯西·伍德的兴趣肯定将其放在地图上。请密切关注这个“街区的新孩子” - 这可能会让我们所有人感到惊讶！因此，搭扣，加密爱好者！这次旅程才刚刚开始，谁知道前方的曲折是什么？可以肯定的是：这将很有趣！