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.
化名加密貨幣交易員Arndxt分享了他對今年加密貨幣領域不斷變化的敘事的觀察，強調了人工智能領域的實力和去中心化金融（DeFi）的復興。
發生了什麼：Arndxt還討論了模因幣的短暫捲土重來、圍繞第二層解決方案的爭論、比特幣減半和ETF。
他指出，Aave（加密貨幣：AAVE）和Compound（CRYPTO：COMP）的勢頭正在緩慢增強，而像Ethena Labs（加密貨幣：ENA）這樣的新進入者則表現強勁。
由於Tron創始人賈斯汀·孫，模因幣在短期內出現了飆升，但該交易者認爲，投機能量會流回索拉納（加密貨幣：SOL）和Base等成熟的生態系統。
最受歡迎的索拉納模因幣是 Dogwighat（加密貨幣：WIF）、Bonk（加密貨幣：BONK）、Popcat（加密貨幣：POPCAT）等。基礎模因幣是 Maga（加密貨幣：TRUMP）、佈雷特（加密貨幣：BRETT）和 Mog Coin（加密貨幣：MOG）。
通過 Arndxt 獲取數據
Arndxt還強調了連鎖抽象和帳戶抽象的增長，並表達了他對遊戲和現實資產（RWA）領域的期待。
另請閱讀：分析師稱，比特幣、以太幣、山寨幣的技術圖表看起來不錯，形成了 「更具建設性的模式」
爲何重要：Arndxt的分析爲加密市場的現狀提供了寶貴的見解。他對人工智能在回報減少的情況下繼續佔據主導地位、機構參與導致的DeFi捲土重來以及L2s作爲以太幣（CRYPTO: ETH）投資代理的潛力的觀察爲市場動態提供了全面概述。
模因幣的短暫復甦、BRC20 代幣表現不佳、比特幣減半以及鏈和帳戶抽象的增長，凸顯了加密空間的波動性和快速發展。
Arndxt對遊戲和RWA領域的期待，以及他提到的值得關注的具體項目，爲那些在複雜而不斷變化的加密領域中探索的人們提供了寶貴的指導。
下一步是什麼：Benzinga即將於11月19日舉行的數字資產未來活動預計將全面探討比特幣作爲機構資產類別的影響力。
