摩根大通：2024年ETH将超越BTC 要点
Morgan Chase: 2024 ETH will go beyond the BTC
? 摩根大通(JPMorgan)分析师表示，2024年，以太币的表现可能会超过比特币和其他加密货币。
According to the JPMorgan analyst, in 2024, the performance of the TT may exceed that of Bitcoin and other encrypted currencies.
? 这一预测是在以太坊明年升级EIP-4844之后做出的。
# This forecast was made after Etheria upgraded EIP-4844 next year.
摩根大通预计，以太币在2024年的表现将超过比特币和其他加密货币，尽管该银行对未来一年的加密市场总体上仍持“谨慎”态度。
Morgan Chase anticipates that the performance of the NT in 2024 will exceed that of Bitcoin and other encrypted currencies, although the Bank remains generally “prudential” about the encryption market for the coming year.
“我们相信明年以太坊ETH将重新确立自己的地位，并在加密生态系统中重新夺回市场份额，”以Nikolaos Panigirtzoglou为首的摩根大通分析师在周三的一份报告中写道。“主要的催化剂是EIP-4844升级或Protodanksharding，预计将在2024年上半年进行。我们相信，这次升级可能会在改善以太坊网络活动方面迈出更大的一步，从而帮助以太坊表现出色。”
“We believe that next year ETA ETH will re-establish its position and regain its market share in the encrypted ecosystem.” The Morgan Chase analyst, led by Nikolaos Panigirtzoglou, wrote in a Wednesday's report: “The main catalyst is the EIP-4844 upgrade or Protodanksharding, which is expected to take place in the first half of 2024. We believe that this upgrade may take a further step towards improving the activities of the ETA network, thereby helping the Etheria community to perform well.”
Protodanksharding是全面实施Danksharding的第一步，这是一种更有效的以太坊分片形式。与最初计划的分片技术不同，Danksharding避免了将以太坊分割成多个分片链的复杂过程。相反，它引入了数据块blob，即附加到块上的临时数据包，能够容纳比块更多的数据，但不会被以太坊虚拟机永久存储或访问。
The Protodanksharding is the first step towards the full implementation of Danksharding, which is a more effective feature in the form of the Tails. Unlike the original technology, Danksharding avoids the complex process of dividing the Taishu into multiple segments. On the contrary, it introduces data block blob, a temporary package attached to the blocks, which can accommodate more data than a piece, but is not permanently stored or accessed by the Taishu Virtual Machine.
摩根大通分析师重申，此次升级对Arbitrum和Optimism等第二层网络特别有利，因为它提供了额外的临时数据空间，以提高网络吞吐量并降低以太坊第二层网络的交易费用。从本质上讲，数据blob在不改变以太坊区块大小的情况下提高了第二层网络的效率。
Morgan Chase analysts have reiterated that this upgrade is particularly beneficial for second-tier networks such as Arbitrum and Optimism, which provide additional temporary data space to increase network throughput and reduce transaction costs for the second-tier network. In essence, datablob improves the second-tier network without changing its size.
比特币减半已计价
bitcoin50%
摩根大通(JPMorgan)分析师表示，被视为明年看好比特币的因素，包括可能批准现货ETF和即将减半，已经反映在价格中。
According to the analysis of JPMorgan, the factors considered to be favourable to Bitcoin next year, including the possible approval of spot ETFs and the imminent reduction by half, are already reflected in prices.
分析师提到，在2020年减半之后，比特币的市场价格与生产成本之比下降，并表示在2024年减半之后采取类似举措将是合理的。
Analysts mentioned that the ratio of market prices to production costs had fallen in Bitcoin after halving by 2020, and suggested that it would be reasonable to take a similar initiative after halving by 2024.
分析师总结道:“鉴于目前比特币价格与生产成本的比率约为x2.0，这意味着2024年比特币减半事件主要体现在价格上。”
The analyst concluded: “In view of the current ratio of Bitcoin prices to production costs of around 2.0 per cent, this means that the halving of bitcoins in 2024 was mainly reflected in prices.”
DeFi的“最大失望”
DeFi's "Max Disappointment"
摩根大通(JPMorgan)分析师表示，去中心化金融的“最大失望”仍然是它无法侵入传统金融体系，而这是加密生态系统从原生加密向现实世界应用过渡所必需的。
According to the JPMorgan analyst, the “largest disappointment” with decentralized finance remains its inability to penetrate traditional financial systems, which are necessary for the transition of encrypted ecosystems from primary encryption to real-world applications.
分析师表示:“区块链在传统金融领域的最大应用，即在Broadridge和摩根大通(JPMorgan)等公司托管的区块链平台上通过智能合约进行隔夜回购交易，发生在公共区块链之外。”此外，代币化的发展“相当缓慢”，它仍处于“很大程度上的实验阶段，受到碎片化、平台之间缺乏合作和互操作性、美联储和欧洲央行推迟推出央行数字货币以及缺乏监管的阻碍，”他们补充说。
According to the analyst, “the greatest application of block chains in the traditional financial field, namely overnight buy-back transactions through smart contracts on block-chain platforms hosted by companies such as Broadridge and JPMorgan, occurred outside the public block chain.” In addition, the monetization process, which is still “deeply slow in its experimental phase, hampered by fragmentation, lack of cooperation and interoperability between platforms, delays in the introduction of central bank digital currencies by the Federal Reserve and the European Central Bank, and lack of regulation”, they added.
加密风险投资前景
Encrypted Risk Investment Outlook
尽管今年第四季度加密领域的风险资本融资与今年其余时间相当低迷的情况相比有所改善，但在摩根大通(JPMorgan)分析师看来，这种改善“相当暂时”。
Although risk capital financing in the area of encryption improved in the fourth quarter of this year compared with the relatively low level of interest for the rest of the year, this improvement was considered by JPMorgan analysts to be “ fairly temporary”.
分析师表示:“话虽如此，如果这种改善持续到2024年第一季度，那将是一个重大进展，在我们看来，这将预示着加密货币寒冬的结束。”返回搜狐，查看更多
According to the analyst, “Though that said, if this improvement continued into the first quarter of 2024, it would be a significant development, which, in our view, would herald the end of the cold winter of the encrypted currency.”
责任编辑：
注册有任何问题请添加 微信：MVIP619 拉你进入群
打开微信扫一扫
添加客服
进入交流群
发表评论