2 种有望在 2025 年大幅提升您的投资组合回报的高上涨加密货币

比特币（加密货币：BTC）和以太坊（加密货币：ETH）继续吸引加密货币投资者的最多关注，这是有充分理由的。

Bitcoin (CRYPTO: BTC) and Ethereum (CRYPTO: ETH) continue to garner the most attention from crypto investors, and for good reason. Together, they account for a whopping 70% of the entire market capitalization of the crypto market. And they remain the only two cryptocurrencies with spot ETFs.

比特币（加密货币：BTC）和以太坊（加密货币：ETH）继续吸引加密货币投资者的最多关注，这是有充分理由的。它们合计占加密货币市场总市值的 70%。它们仍然是仅有的两种拥有现货 ETF 的加密货币。

But that doesn't mean that there aren't other high-upside investment opportunities within the crypto market. In fact, a surprising number of cryptocurrencies are actually keeping pace with or outperforming Bitcoin this year. Here are two of my favorites: Solana (SOL 1.21%) and Artificial Superintelligence Alliance (FET 1.76%).

但这并不意味着加密货币市场中不存在其他高价值投资机会。事实上，今年有数量惊人的加密货币实际上与比特币保持同步或优于比特币。这是我最喜欢的两个：Solana (SOL 1.21%) 和人工超级智能联盟 (FET 1.76%)。

Solana

索拉纳

Let's start with Solana, a direct competitor to Ethereum in the Layer-1 blockchain space. Just like Ethereum, Solana has a thriving blockchain ecosystem that includes everything from blockchain gaming and non-fungible tokens (NFTs) to decentralized finance (DeFi).

让我们从 Solana 开始，它是以太坊在 Layer-1 区块链领域的直接竞争对手。就像以太坊一样，Solana 拥有蓬勃发展的区块链生态系统，其中包括从区块链游戏和不可替代代币 (NFT) 到去中心化金融 (DeFi) 的所有内容。

Solana has long been described as a potential "Ethereum killer," and it now appears that it is finally starting to win market share away from Ethereum in key areas. For example, one of the key growth drivers for Solana this year has been DeFi. In July, Solana surpassed Ethereum for the first time ever in terms of monthly trading volume on decentralized cryptocurrency exchanges.

Solana 长期以来一直被描述为潜在的“以太坊杀手”，现在看来，它终于开始在关键领域从以太坊手中夺取市场份额。例如，Solana 今年的主要增长动力之一是 DeFi。 7 月，Solana 在去中心化加密货币交易所的月交易量方面首次超过以太坊。

Moreover, Solana has something that Ethereum does not: a mobile strategy for crypto. In 2023, Solana launched its first-ever mobile device, the Saga. And this September, it announced the upcoming launch of the Seeker in early 2025. Both mobile devices are optimized for crypto, with the idea being that most users take their phones with them everywhere they go, so they should be able to take their crypto with them as well.

此外，Solana 拥有以太坊所没有的东西：加密货币的移动策略。 2023 年，Solana 推出了首款移动设备 Saga。今年 9 月，它宣布即将于 2025 年初推出 Seeker。这两款移动设备都针对加密进行了优化，其想法是大多数用户无论走到哪里都随身携带手机，因此他们应该能够随身携带加密货币他们也是。

Admittedly, meme coin mania has been one of the biggest drivers of Solana's growth in 2024, which is likely not sustainable over the long haul. All of that trading on Solana's decentralized crypto exchanges? Yes, that's mostly just people swapping meme coins like crazy, trying to make as much money as possible while meme coins are skyrocketing in value.

诚然，meme 币狂热是 Solana 2024 年增长的最大推动力之一，但从长远来看，这种增长可能不可持续。所有这些交易都在 Solana 的去中心化加密货币交易所进行吗？是的，这主要是人们疯狂地交换模因币，试图在模因币的价值飙升的同时赚尽可能多的钱。

But over the long haul, Solana does have the potential to unseat Ethereum one day as the premier Layer-1 blockchain, simply due to its superior speeds and lower costs. For the year, Solana is up a solid 40%, and that comes on the back of an absolutely stellar 2023, when it soared by more than 900%.

但从长远来看，Solana 确实有可能有一天取代以太坊成为第一层区块链，这仅仅是因为其卓越的速度和较低的成本。今年，Solana 稳定上涨了 40%，这是在 2023 年绝对出色的基础上实现的，当时它飙升了 900% 以上。

Ethereum is only up a meager 7% this year, so 2025 could be the year that we see further divergence in the performance of Solana and Ethereum. This is especially the case if the opt-rumored spot Solana ETFs become a reality next year.

以太坊今年仅上涨了区区 7%，因此 2025 年我们可能会看到 Solana 和以太坊的表现进一步分化。如果传闻中的 Solana ETF 现货明年成为现实，情况尤其如此。

The best AI crypto token: Artificial Superintelligence Alliance

最好的AI加密代币：人工超级智能联盟

Buoyed by market enthusiasm for everything related to artificial intelligence (AI), it's perhaps no surprise that AI crypto tokens are having a moment right now. The two top AI crypto tokens by market cap -- Artificial Superintelligence Alliance (FET 1.76%) and Bittensor (TAO 1.16%) -- are both up more than 100% this year. Another top AI crypto token -- Render (RENDER 1.71%) — has been billed as a potential artificial intelligence powerhouse throughout the year. All three rank among the top 35 cryptocurrencies in terms of market cap.

受市场对人工智能 (AI) 相关事物热情的提振，人工智能加密代币现在风靡一时也许并不奇怪。市值最高的两个人工智能加密代币——人工超级智能联盟（FET 1.76%）和 Bittensor（TAO 1.16%）——今年的涨幅均超过 100%。另一个顶级人工智能加密代币——Render（RENDER 1.71%）——全年都被宣传为潜在的人工智能强国。就市值而言，这三种加密货币均跻身前 35 位。

Of these three, my top pick remains Artificial Superintelligence Alliance, which is up 108% year to date. You may not recognize the name, and that's because it is still in the process of merging together three different AI crypto tokens (Fetch.ai, SingularityNET, and Ocean Protocol) into one "super token" that will eventually trade under the ASI ticker symbol.

在这三个公司中，我的首选仍然是人工超级智能联盟，该公司今年迄今已上涨 108%。您可能不认识这个名字，那是因为它仍在将三种不同的 AI 加密代币（Fetch.ai、SingularityNET 和 Ocean Protocol）合并为一个“超级代币”，最终将在 ASI 股票代码下进行交易。

When the merger was originally announced back in April, the stated objective was to create a top 20 cryptocurrency with a total market value of $7.5 billion. Currently, Artificial Superintelligence Alliance has a market cap of $3.5 billion, so it theoretically has the potential to double in value next year. Other analysts are even more bullish on the token, suggesting it could soar in value by as much as 10x, as long as market participants remain focused on growth occurring within the AI sector.

4 月份最初宣布合并时，既定目标是创建总市值达 75 亿美元的前 20 名加密货币。目前，人工超级智能联盟的市值为35亿美元，理论上明年其市值有可能翻倍。其他分析师甚至更加看好该代币，认为只要市场参与者继续关注人工智能领域的增长，其价值可能会飙升多达 10 倍。

Caveats for investors

投资者注意事项

While both Solana and Artificial Superintelligence Alliance have enormous upside potential, there is substantial risk involved as well. If you are a risk-averse investor new to crypto, you are probably best off sticking to Bitcoin and Ethereum, and investing in them via the new spot ETFs.

尽管 Solana 和人工智能联盟都具有巨大的上升潜力，但也存在巨大的风险。如果您是一位刚接触加密货币、规避风险的投资者，那么您最好坚持投资比特币和以太坊，并通过新的现货 ETF 进行投资。

However, if you are seeking to turbocharge your portfolio returns, and are willing to stomach enormous volatility along the way, it could be worth exploring these up-and-coming cryptocurrencies. By getting in early now, you might be able to capture the same types of incredible returns that investors early to Bitcoin and Ethereum did.

然而，如果您正在寻求提高投资组合回报，并愿意承受这一过程中的巨大波动，那么探索这些新兴的加密货币可能是值得的。通过现在尽早进入，您也许能够获得与早期投资比特币和以太坊的投资者相同的令人难以置信的回报。