在过去的30天中，加密货币市场的情感取得了显着改善，这在很大程度上基于对全球贸易交易的新乐观情绪。

几乎所有高级加密货币都在发布两位数的收益，投资者似乎正在恢复对加密货币的风险。

Over the past 30 days, sentiment in the crypto market has improved remarkably, largely on new optimism about global trade deals getting done. Nearly every top cryptocurrency has been posting double-digit gains, and investors appear to be regaining their risk appetite for crypto.

在过去的30天中，加密货币市场的情感取得了显着改善，这在很大程度上基于对全球贸易交易的新乐观情绪。几乎所有高级加密货币都在发布两位数的收益，投资者似乎正在恢复对加密货币的风险。

Two cryptos on my radar right now are Sui (SUI 4.26%) and Bittensor (TAO 4.31%), both of which have been soaring in value. Let’s take a closer look at what makes them such strong buys right now.

我现在雷达上的两个加密货币是SUI（SUI 4.26％）和Bittensor（Tao 4.31％），它们的价值一直在飙升。让我们仔细看看什么使他们现在如此强大的购买。

Sui

Sui (pronounced “swee”) is arguably the buzziest new Ethereum (CRYPTO: ETH) challenger to arrive on the scene. This Layer 1 blockchain network launched in May 2023 and features an all-star team of blockchain developers and Silicon Valley tech veterans.

Sui（发音为“ Swee”）可以说是最嗡嗡的新以太坊（Crypto：Eth）挑战者来到现场。该第1层区块链网络于2023年5月启动，并拥有由区块链开发人员和硅谷技术退伍军人组成的全明星团队。

Since Sui launched around the time that the crypto winter of 2022 was coming to an end, it never really got the attention that it deserved. But things have really taken off for Sui in 2025. It’s now up 73% over the past 30 days and currently boasts a $13 billion market cap, making it the 11th most valuable cryptocurrency.

自Sui大约在2022年加密蛋糕冬季即将结束的时候发起以来，它从来没有真正引起了应有的关注。但是SUI在2025年确实取得了成就。在过去的30天中，现在增长了73％，目前拥有130亿美元的市值，使其成为第11个最有价值的加密货币。

While nearly all of the top cryptocurrencies are up big during the past 30 days, Sui really stands out. By comparison, Bitcoin (CRYPTO: BTC) is “only” up 22% over the past 30 days.

尽管在过去30天内，几乎所有顶级加密货币都大大增加，但Sui确实脱颖而出。相比之下，在过去30天内，比特币（加密：BTC）“仅”增长了22％。

Two main factors are driving Sui’s outperformance. The first is the narrative around Sui’s future potential to supplant Ethereum as the premier Layer 1 blockchain network. The Sui blockchain is faster, cheaper, and more efficient to use than Ethereum’s blockchain, and institutional investors are starting to sit up and take notice. If Sui can continue to chip away at the market dominance of Ethereum, then its valuation should rise accordingly.

两个主要因素是推动SUI的表现。首先是关于Sui将来取代以太坊的未来潜力的叙述，作为首要的第1层区块链网络。 SUI区块链比以太坊的区块链更快，更便宜，更有效地使用，机构投资者开始坐起来并引起注意。如果Sui可以继续在以太坊的市场占主导地位上淘汰，那么其估值应相应上升。

The second big factor is the spot ETF narrative. At the end of April, 21Shares — the same investment firm that helped Ark Invest launch its spot Bitcoin ETF last year — filed an application with the SEC to launch a spot Sui ETF. If that application is successful, it could mean mainstream adoption for Sui. The spot ETF will make it easier for investors to get exposure to Sui and could lead to new investor inflows.

第二个大因素是现场ETF叙述。 4月底，21shares（帮助ARK Invest启动其现货比特币ETF的同一家投资公司）向SEC提交了一项申请，以推出SUI ETF。如果该应用程序成功，则可能意味着SUI的主流采用。现货ETF将使投资者更容易接触SUI，并可能导致新的投资者流入。

Bittensor

问

The other unstoppable crypto on my list is Bittensor. It has risen 83% over the past 30 days and ranks as No. 30 cryptocurrency, with a $4 billion market cap.

我列表中的另一个不可阻挡的加密是Bittensor。在过去的30天中，它上升了83％，排名第30位加密货币，市值为40亿美元。

The investment thesis for Bittensor is easy because it involves artificial intelligence (AI). As Cathie Wood of Ark Invest pointed out in her firm’s 2024 “Big Ideas” report, one of the most exciting themes in the investment world is the convergence of artificial intelligence and blockchain technology. This convergence could lead to outsized gains for Bittensor, which is essentially a decentralized blockchain platform for AI projects.Image source: Getty Images.

Bittensor的投资论文很容易，因为它涉及人工智能（AI）。正如Ark Invest的Cathie Wood在其公司2024年的“大创意”报告中指出的那样，投资世界中最激动人心的主题之一是人工智能和区块链技术的融合。这种融合可能会导致Bittensor的巨大收益，Bittensor本质上是AI项目的分散区块链平台。图像来源：Getty Images。

My only caveat here is that it has been frustratingly difficult for crypto investors to get the AI investment thesis right. A number of top AI cryptos that emerged after the launch of ChatGPT have now floundered badly. And the “AI agent” thesis has floundered badly in 2025.

我唯一的警告是，加密投资者很难正确地获得AI投资论文。 Chatgpt推出后出现的许多顶级AI加密货币现在陷入困境。 “ AI代理人”论文在2025年陷入困境。

So, you need to be careful about how much you buy into the buzz surrounding Bittensor. You need to be convinced that “decentralized AI” is more powerful than “centralized AI.” In other words, you need to be convinced that AI upstarts powered by blockchain technology can take on the tech giants in Silicon Valley.

因此，您需要谨慎地购买Bittensor周围的嗡嗡声。您需要确信“分散的AI”比“集中的AI”强大。换句话说，您需要确信由区块链技术提供动力的AI Upstart可以采用硅谷的技术巨头。

Is altcoin season finally here?

Altcoin季节终于来了吗？

In order for Sui and Bittensor to become truly unstoppable, altcoin season needs to arrive soon. While “altcoin season” is a state of mind more than anything else, it refers to a point in time when a majority of top altcoins are outperforming Bitcoin. This leads to a situation where crypto investors move out of Bitcoin and shift into riskier cryptos in order to capture this outperformance.

为了使Sui和Bittensor真正不可阻挡，Altcoin季节需要很快到达。虽然“ Altcoin季节”比其他任何事情都更重要，但它是指大多数顶级替代币优于比特币的时间点。这导致了加密货币投资者摆脱比特币并转移到风险更高的加密货币的情况下，以捕捉这种超越的表现。

Mathematically, altcoin season occurs when 75% of the top 100 coins have outperformed Bitcoin over the past 90 days. Right now, the CoinMarketCap Altcoin Season index has a reading of 32, which means that we’re likely still several months away from the arrival of altcoin season. The good news is that Sui and Bittensor are two of the 32 coins outperforming Bitcoin over the past 90 days, and appear to be leading the way forward.

从数学上讲，当前100个硬币中有75％在过去的90天内优于比特币时，就会发生山寨币季节。目前，CoinMarketCap Altcoin赛季指数的读数为32，这意味着我们距离Altcoin赛季的到来可能还要几个月。好消息是，Sui和Bittensor在过去90天内是32枚硬币中的两枚比特币，并且似乎正在前进。

That being said, it’s best to keep your expectations in check. Sui faces a tremendous amount of competition in the Layer 1 blockchain market, and Bittensor could turn out to be another buzzy AI crypto that eventually falls to the wayside.

话虽如此，最好将您的期望保持在检查中。 Sui在第1层区块链市场中面临着巨大的竞争，Bittensor可能是另一个嗡嗡的AI加密货币，最终落在了路边。

However, it

但是，它