专家分析师 Miles Deutscher 立即出售 ONDO、SOL、POL 和这 2 种山寨币 – 原因如下

Miles Deutscher 是一位颇受欢迎的加密货币 YouTuber，他列出了他将出售的加密货币清单，因为他认为有更好的选择可以变得更多

Miles Deutscher, a popular crypto YouTuber, has identified several cryptocurrencies that he would be selling due to the presence of better investment opportunities in the market. Here's a summary of his analysis:

Miles Deutscher 是一位颇受欢迎的加密货币 YouTuber，他已经确定了几种由于市场上存在更好的投资机会而将出售的加密货币。以下是他的分析摘要：

1. Real-World Assets (RWA): Miles would be rotating from ONDO, which has performed exceptionally well this cycle but now faces challenges with its high valuation ($20 billion) and an upcoming billion-dollar token unlock. Instead, he would be considering CHEX (Chintai), a real-world asset tokenization platform valued at $770 million.

1. 现实世界资产（RWA）：Miles 将从 ONDO 轮换，ONDO 在本周期表现异常出色，但现在面临着高估值（200 亿美元）和即将解锁的 10 亿美元代币的挑战。相反，他会考虑 CHEX (Chintai)，这是一个价值 7.7 亿美元的现实资产代币化平台。

2. Layer 1 (L1) Tokens: While Solana has been a strong performer, Miles is shifting some exposure toward Ethereum due to market dynamics and Smiley Capital's analysis suggesting ETH may not go lower than $4,000. For higher-risk opportunities in the L1 space, he highlights Hyper Liquid, which is valued at $9 billion compared to Solana's $105 billion.

2. Layer 1 (L1) 代币：虽然 Solana 一直表现强劲，但由于市场动态和 Smiley Capital 的分析表明 ETH 价格可能不会低于 4,000 美元，Miles 正在将部分投资转向以太坊。对于 L1 领域的高风险机会，他重点介绍了 Hyper Liquid，该公司的估值为 90 亿美元，而 Solana 的估值为 1050 亿美元。

3. Layer 2 (L2) Tokens: Despite Polygon's strong gaming ecosystem, Miles is considering Mode, a company that operates in the AI agent space, due to its unique position and potential for higher upside (10x) compared to Polygon.

3. 第 2 层 (L2) 代币：尽管 Polygon 拥有强大的游戏生态系统，但 Miles 仍在考虑 Mode，这是一家在人工智能代理领域运营的公司，因为与 Polygon 相比，Mode 具有独特的地位和更高的上升空间（10 倍）潜力。

4. Artificial Intelligence (AI) Sector: Miles observes a shift toward agent-focused protocols in the AI sector. He highlights Artificial Superintelligence Alliance (FET) at a $4.5 billion valuation, and newer projects like Virtuals Protocol ($2.7 billion) and Spectral ($119 million) in the "agent narrative."

4. 人工智能 (AI) 领域：Miles 观察到人工智能领域正在向以代理为中心的协议转变。他在“代理叙事”中强调了人工智能超级智能联盟 (FET) 的估值为 45 亿美元，以及 Virtuals Protocol（27 亿美元）和 Spectral（1.19 亿美元）等新项目。

5. Decentralized Physical Infrastructure Networks (DePIN) and Gaming Tokens: In the DePIN sector, Miles notes RENDER's impressive price increase but highlights newer competitors like PinLink, which combines AI, gaming, and DePIN. In the gaming sector, he observes a shift away from traditional gaming tokens like IMX, GALA, SAND, and MANA toward newer projects like Beam, Superverse, and Echelon Prime.

5. 去中心化物理基础设施网络 (DePIN) 和游戏代币：在 DePIN 领域，Miles 指出 RENDER 的价格上涨令人印象深刻，但也强调了 PinLink 等新的竞争对手，它结合了人工智能、游戏和 DePIN。在游戏领域，他观察到从 IMX、GALA、SAND 和 MANA 等传统游戏代币转向 Beam、Superverse 和 Echelon Prime 等新项目的趋势。