Pseudonymous cryptocurrency trader Arndxt shared his observations on the shifting narratives within the cryptocurrency space this year, highlighting the strength of the AI sector and the resurgence of Decentralized Finance (DeFi).
What Happened: Arndxt also discussed the brief comeback of meme coins, the debate around Layer-2 solutions, the Bitcoin halving and ETFs.
He noted Aave (CRYPTO: AAVE) and Compound (CRYPTO: COMP) slowly gaining momentum, while newer entrants like Ethena Labs (CRYPTO: ENA) hold strong.
Meme coins are seeing a short-term spike due to Tron founder Justin Sun, but the trader sees speculative energy flowing back into established ecosystems like Solana (CRYPTO: SOL) and Base.
The top Solana meme coins are Dogwifhat (CRYPTO: WIF), Bonk (CRYPTO: BONK), Popcat (CRYPTO: POPCAT) and others. Base meme coins are Maga (CRYPTO: TRUMP), Brett (CRYPTO: BRETT), and Mog Coin (CRYPTO: MOG).
Data via Arndxt
Arndxt also highlighted the growth in chain abstraction and account abstraction and expressed his anticipation for the gaming and Real-World Asset (RWA) sectors.
Also Read: Bitcoin, Ethereum, Altcoins' Technical Chart Looks Good, Forming 'More Constructive Pattern,' Analysts Say
Why It Matters: Arndxt's analysis provides valuable insight into the current state of the crypto market. His observations on AI's continued dominance despite diminishing returns, the resurgence of DeFi due to institutional involvement, and the potential of L2s as a proxy for Ethereum (CRYPTO: ETH) investments, offer a comprehensive overview of the market's dynamics.
The brief resurgence of meme coins, the underperformance of BRC20 tokens, the Bitcoin halving and the growth in chain and account abstraction, highlight the volatility and rapid evolution of the crypto space.
Arndxt's anticipation for the gaming and RWA sectors, along with his mention of specific projects to watch, provides valuable guidance for those navigating the complex and ever-changing crypto landscape.
What's Next: The influence of Bitcoin as an institutional asset class is expected to be thoroughly explored at Benzinga's upcoming Future of Digital Assets event on Nov. 19.
化名加密货币交易员Arndxt分享了他对今年加密货币领域不断变化的叙事的观察，强调了人工智能领域的实力和去中心化金融（DeFi）的复兴。
发生了什么：Arndxt还讨论了模因币的短暂卷土重来、围绕第二层解决方案的争论、比特币减半和ETF。
他指出，Aave（加密货币：AAVE）和Compound（CRYPTO：COMP）的势头正在缓慢增强，而像Ethena Labs（加密货币：ENA）这样的新进入者则表现强劲。
由于Tron创始人贾斯汀·孙，模因币在短期内出现了飙升，但该交易者认为，投机能量会流回索拉纳（加密货币：SOL）和Base等成熟的生态系统。
最受欢迎的索拉纳模因币是 Dogwighat（加密货币：WIF）、Bonk（加密货币：BONK）、Popcat（加密货币：POPCAT）等。基础模因币是 Maga（加密货币：TRUMP）、布雷特（加密货币：BRETT）和 Mog Coin（加密货币：MOG）。
通过 Arndxt 获取数据
Arndxt还强调了连锁抽象和账户抽象的增长，并表达了他对游戏和现实资产（RWA）领域的期待。
另请阅读：分析师称，比特币、以太坊、山寨币的技术图表看起来不错，形成了 “更具建设性的模式”
为何重要：Arndxt的分析为加密市场的现状提供了宝贵的见解。他对人工智能在回报减少的情况下继续占据主导地位、机构参与导致的DeFi卷土重来以及L2s作为以太坊（CRYPTO: ETH）投资代理的潜力的观察为市场动态提供了全面概述。
模因币的短暂复苏、BRC20 代币表现不佳、比特币减半以及链和账户抽象的增长，凸显了加密空间的波动性和快速发展。
Arndxt对游戏和RWA领域的期待，以及他提到的值得关注的具体项目，为那些在复杂而不断变化的加密领域中探索的人们提供了宝贵的指导。
下一步是什么：Benzinga即将于11月19日举行的数字资产未来活动预计将全面探讨比特币作为机构资产类别的影响力。
