幣安發布了其 2024 年半年報告，從中可以看出加密貨幣市場正在擴張，甚至在意大利也是如此。

該報告涉及截至 6 月 30 日的今年上半年，由該公司負責研究的部門幣安研究 (Binance Research) 編寫。幣安是全球主要的加密貨幣交易所。

幣安加密貨幣擴張報告：意大利局勢

最能證明 2024 年上半年加密貨幣市場擴張程度的數據是整體資本化增長了 37.3%。

雖然2024年整體市值沒有創下歷史新高，但考慮到2021年11月就突破了2.8萬億美元，而當年的峰值超過2.6萬億美元，但與2023年相比仍有顯著回升。

2022年熊市的時候還跌到8億，2024年6月30日就從1.6萬億美元漲到2.2萬億美元，所以去年反彈就已經開始，今年反彈力度加大。

不過，幣安的報告還指出，2024 年的增長主要發生在第一季度，此前 2023 年的表現非常出色，但隨后陷入停滯。

比特幣

幣安研究院的報告還強調，由于第四次減半和美國批準現貨 ETF 等事件，比特幣的表現優于傳統資產，人們對比特幣的興趣顯著增長。

尤其是這最新的事件，為比特幣市場帶來了超過 147 億美元的凈流入，為 2024 年的良好開端做出了貢獻。

與 2023 年同期相比，以太坊和比特幣分別錄得 48% 和 43% 的正收益，跑贏主要股指。例如，黃金僅上漲了 13%，而原油自年初以來上漲了約 14%。

DeFi

該報告中最有趣的觀點之一是有關去中心化金融（DeFi）的觀點。

事實上，2024 年上半年 TVL（總鎖定價值）總體大幅增長了 72.8%，達到 941 億美元。

據幣安研究院稱，這一驚人的資本流入對 DeFi 的各個領域都產生了積極影響，促進了新協議的出現，使得以前無法訪問的金融工具可以在鏈上使用。

這件事非常重要，因為整個山寨幣行業都依賴于去中心化金融，以及各種項目的營銷，因此，從可能的山寨幣季節來看，DeFi 的復蘇是一個好兆頭。

穩定幣

另一個需要考慮的點是穩定幣。

The overall market capitalization of stablecoins has risen to 161 billion dollars, which is only 14.5% less than the all-time high of April 2022.

Although stablecoins do not have an interesting price trend, since in theory their value should remain stable, their capitalization varies, and when it grows it actually ends up favoring the increase of liquidity in the crypto markets.

The increase of 2024 from this point of view highlights how even the crypto market itself has awakened after the torpor it had fallen into with the bear-market of 2022.

AI

An interesting sector to analyze is that of Artificial Intelligence, and in particular the relationship with the crypto world.

The report by Binance Research points out how the convergence between AI technologies and crypto is increasingly evident, with artificial intelligence benefiting from the permissionless and trustless system of criptovalute.

In this way, decentralized computing systems, AI agents capable of complex tasks, and solutions for identity verification are made possible. Additionally, AI enhances the experience of crypto users and developers, with new features and automations.

Not by chance in the first half of 2024 the tokens linked to AI recorded a total market value of over 26 billion dollars.

Gaming

The last point addressed by the report is the one concerning gaming.

Bina ce Research points out that, despite the decrease in the market capitalization of gaming project tokens in the second quarter, the Web3 gaming sector actually recorded significant growth in terms of users, highlighting its potential for continued expansion and innovation.

In fact, in March the overall market capitalization of crypto gaming tokens reached a peak of about 32 billion dollars, while currently it stands at about 17.8 billion dollars. For now, Web3 gaming still represents only 0.7% of the total capitalization of the digital asset industry.

It is therefore not surprising that in such a context, venture capital investors have shown a significant interest in Web3 gaming. According to Konvoy’s Q1 2024 Gaming Industry Report, venture capital funding increased by 94% compared to the last quarter of 2023, and the growing interest of investors in Web3 gaming projects could be a sign that “Web3 gaming” might even become synonymous with “gaming”.

The market in Italy for the crypto exchange Binance

The CEO of Binance Italy, the Italian branch of Binance operational since September 2022 in Italy, Gianluigi Guida, stated that 2024 is shaping up to be the year of the maturation of crypto-assets.

He said:

“我們正處于數字資產未來的關鍵時期，幣安的常規半年度報告強調了幾個關鍵主題，這些主題可能會在下半年引領和塑造該行業的下一個關鍵發展。其中包括機構采用率的提高、美國宏觀經濟狀況的演變、比特幣可擴展性的進步、DeFi 的增長，以及“所有權經濟應用”的興起——這些應用與以用戶為中心的經濟有關，用戶直接擁有和控制他們的數據和數字資產，現實世界資產的代幣化，以及 Web3 游戲的增加”。

幣安在意大利擁有一支由 Gianluigi Guida 領導的持續擴張專家團隊，并與當地機構和協會合作，推動區塊鏈和加密貨幣領域的監管，以確保其正確使用和發展。

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