Analysis of which public chains may surge most in a year (deductive)一年期哪些公链可能涨幅最大推理分析
I. In-depth Analysis of Mainstream Public Chain Projects:
1. Hyperliquid (HYPE)
Founded by experts in high-frequency trading, with its CEO being a former Jump Trading engineer.
Backed by Atlas Merchant Capital (led by Bob Diamond), Paradigm, Galaxy Digital, and Pantera Capital.
It builds a high-performance decentralized derivatives exchange, combining the speed of CEX (Centralized Exchange) with the transparency of DeFi (Decentralized Finance). The token is used for staking, governance, and trading incentives.
Major holders include Hyperliquid Strategies Inc. (holding 1.26 million tokens, worth $583 million), Galaxy Digital, and D1 Capital.
Mainnet launched in 2023, with 2 years of operation.
2. Sei Network (SEI)
Founded by former Goldman Sachs technical backbone, with the team having traditional financial backgrounds.
Supported by Grayscale, Jump Crypto, Multicoin Capital, and backed by a U.S. compliant framework.
It builds an "institution-friendly" public chain, focusing on high throughput (20,000 TPS) and compliant DeFi.
It focuses on the layout of decentralized science (DeSci) ecology and has established a $65 million fund.
Major holders include Grayscale Trust (holding 37% of the circulating supply) and World Liberty Financial, a Trump-associated fund (holding 547,000 tokens).
Mainnet upgraded to V2 in 2024, with 1.5 years of operation.
3. Sui (SUI)
Led by Mysten Labs, with core members from Meta's Diem project (such as Adeniyi Abiodun).
Backed by Sui Foundation, Galaxy Digital, Pantera Capital, and Electric Capital.
It optimizes blockchain games and AI applications, and its original"object storage model" improves asset loading speed. It is positioned as a highly scalable public chain for finance and entertainment.
Major holders include Mill City Ventures ($450 million in special reserves, with 98% of funds used to purchase SUI), Lion Group Holdings (holding $9.6 million), and DeFi Technologies.
Mainnet launched in 2023, with 2 years of operation.
4. Toncoin (TON)
Led by TON Foundation, with its chairman being Manuel Stotz, founder of Kingsway Capital.
Backed by Kingsway Capital, Telegram (with a user base of 950 million), and Cohen & Co. (financial advisor).
It integrates the Telegram ecosystem to promote large-scale adoption of Web3. It focuses on the development of payment and social DApps, such as native USDT settlement.
Major holders include Kingsway Capital (leading a $400 million Toncoin reserve fund) and Telegram ecosystem development teams.
Launched in 2018 and restarted in 2021, with a total operation duration of 7 years (including an interruption period).
5. Solana (SOL)
Developed by Solana Labs, founded by Anatoly Yakovenko.
Backed by a16z, Polychain Capital, and historically associated with FTX.
It is a high-performance underlying infrastructure (65,000 TPS), focusing on DeFi, NFTs, and blockchain games.
Major institutional holders include the U.S. National Cryptocurrency Strategic Reserve (official holdings) and JPMorgan Chase (private sub-chain testing).
Mainnet launched in 2020, with 5 years of operation.
II. Core Reasoning for the Token with the Greatest Growth Potential in the Next Year: SEI
1. Intensive Entry of Institutional Funds: After being included in Grayscale's candidate list, historical data shows that the token has an average increase of 220% within 6 months. Currently, institutional holdings account for 37%, much higher than similar public chains (such as Aptos at approximately 15%). Institutions like BlackRock are testing private nodes.
2. Layout in High-Growth Tracks: The DeSci (Decentralized Science) fund has a scale of $65 million, targeting the $50 billion blue ocean market. This field has received bets from Binance Labs and a16z, and SEI is expected to become the underlying infrastructure standard.
3. Technical Performance Advantages: The parallel engine V2 has a measured TPS of 12,000 and a confirmation time of 0.5 seconds, which is better than Solana (5,000 TPS with questionable stability).
4. Expectation of Policy Dividends: The holdings of Trump-associated funds and the compliant framework are in line with the increasingly strict U.S. crypto regulatory environment. If the SEC lawsuit eases (such as the Ripple case), the resistance to institutional entry will be reduced.
Risk: SEI has a high node concentration, and if regulation cracks down on "quasi-security tokens", it may cause volatility.
III. Comparison of Other Potential Tokens
- SUI: The short-term catalyst of Mill City's reserve plan is clear, but the blockchain game ecosystem relies on blockbuster applications, and user retention is questionable.
- TON: The conversion of Telegram users is key, but the actual on-chain activity rate among 950 million users is less than 5%.
- HYPE: Institutional holdings are concentrated, and if derivatives trading volume declines, it may affect the token burn mechanism.
SEI has the highest upside potential driven by technology, capital, and track, followed by SUI and TON. The trend of institutions betting on DeSci and compliant public chains will be the core driving force.
一年期涨幅潜力最大的公链代币推理依据。
一、主流公链项目深度分析：
1. Hyperliquid (HYPE)
由高频交易领域专家组成，CEO为前Jump Trading工程师。
Atlas Merchant Capital（Bob Diamond主导）、Paradigm、Galaxy Digital、Pantera Capital。
打造高性能去中心化衍生品交易所，结合CEX速度与DeFi透明性。用于质押、治理及交易激励。
Hyperliquid Strategies Inc.（持有1260万枚，价值$5.83亿） 、银河数字（Galaxy Digital）、D1 Capital。
2023年主网上线，运营时长2年。
2. Sei Network (SEI)
前高盛技术骨干创立，团队具传统金融背景。
灰度（Grayscale）、Jump Crypto、Multicoin Capital，美国合规架构支撑。
构建“机构友好型”公链，专注高吞吐（20,000 TPS）及合规DeFi。
重点布局去中心化科学（DeSci）生态，设立$6500万基金。
灰度信托（持仓占流通量37%)、特朗普关联基金World Liberty Financial（持有54.7万枚）。
2024年主网升级V2，运营时长1.5年。
3. Sui (SUI)
Mysten Labs主导，核心成员来自Meta Diem项（Adeniyi Abiodun等）。
Sui基金会、Galaxy Digital、Pantera Capital、Electric Capital。
优化链游与AI应用，独创“对象存储模型”提升资产加载速度。定位为高扩展性金融+娱乐公链。
Mill City Ventures（$4.5亿专项储备，98%资金购SUI)、Lion Group Holdings（持仓$960万）、DeFi Technologies。
2023年主网上线，运营时长2年。
4. Toncoin (TON)
TON基金会主导，主席为Kingsway Capital创始人Manuel Stotz。
Kingsway Capital、Telegram（用户基础9.5亿）、Cohen & Co.（财务顾问）。
整合Telegram生态，推动Web3大规模应用。重点发展支付与社交DApp，如USDT原生结算。
Kingsway Capital（牵头$4亿Toncoin储备基金）、Telegram生态开发团队。
2018年启动，2021年重启，运营总长7年（含中断期）。
5. Solana (SOL)
Solana Labs，创始人Anatoly Yakovenko。
a16z、Polychain Capital、FTX（历史关联）。
高性能底层设施（65,000 TPS），聚焦DeFi、NFT及链游。
大额持币机构： 美国国家加密货币战略储备（官方持仓） 、 摩根大通（私有子链测试）。
2020年主网上线，运营时长5年。
二、未来一年涨幅潜力最大代币核心推理依据：SEI
1. 机构资金密集入场：灰度纳入候选名单后，历史数据显示代币6个月内平均涨幅220%。当前机构持仓占比达37%，远高于同类公链（如Aptos约15%），贝莱德等机构正在测试私有节点。
2. 高成长赛道布局：DeSci（去中心化科学）基金规模$6500万，瞄准500亿美元蓝海市场。该领域获Binance Labs、a16z押注，SEI有望成为底层设施标准。
3. 技术性能优势：并行引擎V2实测TPS 1.2万，确认时间0.5秒，优于Solana（5000 TPS且稳定性存疑）。
4. 政策红利预期：特朗普关联基金持仓+合规架构，契合美国加密监管趋严环境。若SEC诉讼缓和（如瑞波案），机构入场阻力降低。
风险：SEI节点集中度较高，若监管打击“准证券型代币”可能引发波动。
三、其他潜力代币对比
SUI：Mill City储备计划短期催化明确，但链游生态依赖爆款应用，用户留存存疑。
TON：Telegram用户转化是关键，但9.5亿用户中实际链上活跃率不足5%。
-HYPE：机构持仓集中，若衍生品交易量下滑可能影响代币销毁机制。
SEI在技术、资金、赛道三维驱动下，具备最高上涨潜力，其次为SUI和TON。机构押注DeSci与合规公链的趋势将成核心推力。
1. Hyperliquid (HYPE)
Founded by experts in high-frequency trading, with its CEO being a former Jump Trading engineer.
Backed by Atlas Merchant Capital (led by Bob Diamond), Paradigm, Galaxy Digital, and Pantera Capital.
It builds a high-performance decentralized derivatives exchange, combining the speed of CEX (Centralized Exchange) with the transparency of DeFi (Decentralized Finance). The token is used for staking, governance, and trading incentives.
Major holders include Hyperliquid Strategies Inc. (holding 1.26 million tokens, worth $583 million), Galaxy Digital, and D1 Capital.
Mainnet launched in 2023, with 2 years of operation.
2. Sei Network (SEI)
Founded by former Goldman Sachs technical backbone, with the team having traditional financial backgrounds.
Supported by Grayscale, Jump Crypto, Multicoin Capital, and backed by a U.S. compliant framework.
It builds an "institution-friendly" public chain, focusing on high throughput (20,000 TPS) and compliant DeFi.
It focuses on the layout of decentralized science (DeSci) ecology and has established a $65 million fund.
Major holders include Grayscale Trust (holding 37% of the circulating supply) and World Liberty Financial, a Trump-associated fund (holding 547,000 tokens).
Mainnet upgraded to V2 in 2024, with 1.5 years of operation.
3. Sui (SUI)
Led by Mysten Labs, with core members from Meta's Diem project (such as Adeniyi Abiodun).
Backed by Sui Foundation, Galaxy Digital, Pantera Capital, and Electric Capital.
It optimizes blockchain games and AI applications, and its original"object storage model" improves asset loading speed. It is positioned as a highly scalable public chain for finance and entertainment.
Major holders include Mill City Ventures ($450 million in special reserves, with 98% of funds used to purchase SUI), Lion Group Holdings (holding $9.6 million), and DeFi Technologies.
Mainnet launched in 2023, with 2 years of operation.
4. Toncoin (TON)
Led by TON Foundation, with its chairman being Manuel Stotz, founder of Kingsway Capital.
Backed by Kingsway Capital, Telegram (with a user base of 950 million), and Cohen & Co. (financial advisor).
It integrates the Telegram ecosystem to promote large-scale adoption of Web3. It focuses on the development of payment and social DApps, such as native USDT settlement.
Major holders include Kingsway Capital (leading a $400 million Toncoin reserve fund) and Telegram ecosystem development teams.
Launched in 2018 and restarted in 2021, with a total operation duration of 7 years (including an interruption period).
5. Solana (SOL)
Developed by Solana Labs, founded by Anatoly Yakovenko.
Backed by a16z, Polychain Capital, and historically associated with FTX.
It is a high-performance underlying infrastructure (65,000 TPS), focusing on DeFi, NFTs, and blockchain games.
Major institutional holders include the U.S. National Cryptocurrency Strategic Reserve (official holdings) and JPMorgan Chase (private sub-chain testing).
Mainnet launched in 2020, with 5 years of operation.
II. Core Reasoning for the Token with the Greatest Growth Potential in the Next Year: SEI
1. Intensive Entry of Institutional Funds: After being included in Grayscale's candidate list, historical data shows that the token has an average increase of 220% within 6 months. Currently, institutional holdings account for 37%, much higher than similar public chains (such as Aptos at approximately 15%). Institutions like BlackRock are testing private nodes.
2. Layout in High-Growth Tracks: The DeSci (Decentralized Science) fund has a scale of $65 million, targeting the $50 billion blue ocean market. This field has received bets from Binance Labs and a16z, and SEI is expected to become the underlying infrastructure standard.
3. Technical Performance Advantages: The parallel engine V2 has a measured TPS of 12,000 and a confirmation time of 0.5 seconds, which is better than Solana (5,000 TPS with questionable stability).
4. Expectation of Policy Dividends: The holdings of Trump-associated funds and the compliant framework are in line with the increasingly strict U.S. crypto regulatory environment. If the SEC lawsuit eases (such as the Ripple case), the resistance to institutional entry will be reduced.
Risk: SEI has a high node concentration, and if regulation cracks down on "quasi-security tokens", it may cause volatility.
III. Comparison of Other Potential Tokens
- SUI: The short-term catalyst of Mill City's reserve plan is clear, but the blockchain game ecosystem relies on blockbuster applications, and user retention is questionable.
- TON: The conversion of Telegram users is key, but the actual on-chain activity rate among 950 million users is less than 5%.
- HYPE: Institutional holdings are concentrated, and if derivatives trading volume declines, it may affect the token burn mechanism.
SEI has the highest upside potential driven by technology, capital, and track, followed by SUI and TON. The trend of institutions betting on DeSci and compliant public chains will be the core driving force.
一年期涨幅潜力最大的公链代币推理依据。
一、主流公链项目深度分析：
1. Hyperliquid (HYPE)
由高频交易领域专家组成，CEO为前Jump Trading工程师。
Atlas Merchant Capital（Bob Diamond主导）、Paradigm、Galaxy Digital、Pantera Capital。
打造高性能去中心化衍生品交易所，结合CEX速度与DeFi透明性。用于质押、治理及交易激励。
Hyperliquid Strategies Inc.（持有1260万枚，价值$5.83亿） 、银河数字（Galaxy Digital）、D1 Capital。
2023年主网上线，运营时长2年。
2. Sei Network (SEI)
前高盛技术骨干创立，团队具传统金融背景。
灰度（Grayscale）、Jump Crypto、Multicoin Capital，美国合规架构支撑。
构建“机构友好型”公链，专注高吞吐（20,000 TPS）及合规DeFi。
重点布局去中心化科学（DeSci）生态，设立$6500万基金。
灰度信托（持仓占流通量37%)、特朗普关联基金World Liberty Financial（持有54.7万枚）。
2024年主网升级V2，运营时长1.5年。
3. Sui (SUI)
Mysten Labs主导，核心成员来自Meta Diem项（Adeniyi Abiodun等）。
Sui基金会、Galaxy Digital、Pantera Capital、Electric Capital。
优化链游与AI应用，独创“对象存储模型”提升资产加载速度。定位为高扩展性金融+娱乐公链。
Mill City Ventures（$4.5亿专项储备，98%资金购SUI)、Lion Group Holdings（持仓$960万）、DeFi Technologies。
2023年主网上线，运营时长2年。
4. Toncoin (TON)
TON基金会主导，主席为Kingsway Capital创始人Manuel Stotz。
Kingsway Capital、Telegram（用户基础9.5亿）、Cohen & Co.（财务顾问）。
整合Telegram生态，推动Web3大规模应用。重点发展支付与社交DApp，如USDT原生结算。
Kingsway Capital（牵头$4亿Toncoin储备基金）、Telegram生态开发团队。
2018年启动，2021年重启，运营总长7年（含中断期）。
5. Solana (SOL)
Solana Labs，创始人Anatoly Yakovenko。
a16z、Polychain Capital、FTX（历史关联）。
高性能底层设施（65,000 TPS），聚焦DeFi、NFT及链游。
大额持币机构： 美国国家加密货币战略储备（官方持仓） 、 摩根大通（私有子链测试）。
2020年主网上线，运营时长5年。
二、未来一年涨幅潜力最大代币核心推理依据：SEI
1. 机构资金密集入场：灰度纳入候选名单后，历史数据显示代币6个月内平均涨幅220%。当前机构持仓占比达37%，远高于同类公链（如Aptos约15%），贝莱德等机构正在测试私有节点。
2. 高成长赛道布局：DeSci（去中心化科学）基金规模$6500万，瞄准500亿美元蓝海市场。该领域获Binance Labs、a16z押注，SEI有望成为底层设施标准。
3. 技术性能优势：并行引擎V2实测TPS 1.2万，确认时间0.5秒，优于Solana（5000 TPS且稳定性存疑）。
4. 政策红利预期：特朗普关联基金持仓+合规架构，契合美国加密监管趋严环境。若SEC诉讼缓和（如瑞波案），机构入场阻力降低。
风险：SEI节点集中度较高，若监管打击“准证券型代币”可能引发波动。
三、其他潜力代币对比
SUI：Mill City储备计划短期催化明确，但链游生态依赖爆款应用，用户留存存疑。
TON：Telegram用户转化是关键，但9.5亿用户中实际链上活跃率不足5%。
-HYPE：机构持仓集中，若衍生品交易量下滑可能影响代币销毁机制。
SEI在技术、资金、赛道三维驱动下，具备最高上涨潜力，其次为SUI和TON。机构押注DeSci与合规公链的趋势将成核心推力。
By: zhizhan1
Zhizhan1 · 9天
坚决不碰合约杠杆
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