{"id":1133,"date":"2026-03-05T13:50:02","date_gmt":"2026-03-05T05:50:02","guid":{"rendered":"https:\/\/www.yqcsfz.com\/?p=1133"},"modified":"2026-03-05T13:50:02","modified_gmt":"2026-03-05T05:50:02","slug":"2026-%e5%b9%b4-ark%e3%80%8abig-ideas%e3%80%8b%e6%8a%a5%e5%91%8a%e7%b2%be%e9%80%89%ef%bc%9a%e7%9c%8b%e5%a5%bd%e6%af%94%e7%89%b9%e5%b8%81%e3%80%81%e4%bb%a3%e5%b8%81%e5%8c%96%e5%92%8c-defi-%e5%ba%94","status":"publish","type":"post","link":"https:\/\/www.manwah.net\/?p=1133","title":{"rendered":"2026 \u5e74 ARK\u300aBig Ideas\u300b\u62a5\u544a\u7cbe\u9009\uff1a\u770b\u597d\u6bd4\u7279\u5e01\u3001\u4ee3\u5e01\u5316\u548c DeFi \u5e94\u7528"},"content":{"rendered":"
\"\u65b9\u821f\u5927\u80c6\u8c03\u5347\u6bd4\u7279\u5e01\u76ee\u6807\u4ef7\uff012030<\/div>\n<\/div>\n
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\u4f5c\u8005\uff1aARK Invest<\/strong><\/p>\n

\u7f16\u8bd1\uff1aFelix, PANews\uff08\u672c\u6587\u6709\u6240\u5220\u51cf\uff09<\/strong><\/p>\n

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ARK Invest \u6bcf\u5e74\u90fd\u4f1a\u53d1\u5e03\u65d7\u8230\u7814\u7a76\u62a5\u544a\u300aBig Ideas\u300b\u3002\u62a5\u544a\u5c06\u5254\u9664\u77ed\u671f\u7684\u5e72\u6270\u56e0\u7d20\uff0c\u65e8\u5728\u8bc6\u522b\u5e76\u89e3\u8bfb\u6b63\u5728\u91cd\u5851\u5168\u7403\u7ecf\u6d4e\u7684\u6280\u672f\u3002\u5728\u4eca\u5e74\u7684\u62a5\u544a\u4e2d\uff0cARK \u63a2\u8ba8\u4e86\u6db5\u76d6 AI \u3001\u673a\u5668\u4eba\u3001\u80fd\u6e90\u3001\u533a\u5757\u94fe\u3001\u592a\u7a7a\u548c\u751f\u7269\u5b66\u7684 13 \u4e2a\u91cd\u5927\u7406\u5ff5\uff0c\u5b83\u4eec\u6b63\u5728\u4ea7\u751f\u590d\u5408\u6548\u5e94\uff0c\u91cd\u65b0\u5b9a\u4e49\u5404\u884c\u5404\u4e1a\u7684\u751f\u4ea7\u529b\u3001\u8d44\u672c\u914d\u7f6e\u548c\u7ade\u4e89\u4f18\u52bf\u3002\u672c\u6587\u8282\u5f55\u4e86 AI \u3001\u533a\u5757\u94fe\u7b49\u9886\u57df\uff0c\u4ee5\u4e0b\u4e3a\u5185\u5bb9\u8be6\u60c5\u3002<\/p>\n

\u5927\u52a0\u901f\u65f6\u4ee3\uff0c<\/strong>AI<\/strong>\u4f5c\u4e3a\u6838\u5fc3\u5f15\u64ce\uff0c\u52a0\u901f\u4e94\u5927\u521b\u65b0\u5e73\u53f0\u53d1\u5c55\uff0c\u5e76\u5f15\u53d1\u5b8f\u89c2\u7ecf\u6d4e\u6210\u957f\u8f6c\u6369\u70b9\u3002<\/strong><\/p>\n

\u6280\u672f\u878d\u5408\u6b63\u5728\u52a0\u901f\u3002\u4e94\u5927\u521b\u65b0\u6280\u672f\uff08AI \u3001\u516c\u5171\u533a\u5757\u94fe\u3001\u673a\u5668\u4eba\u3001\u50a8\u80fd\u548c\u591a\u7ec4\u5b66\uff09\u8d8a\u6765\u8d8a\u76f8\u4e92\u4f9d\u5b58\uff0c\u56e0\u4e3a\u4e00\u9879\u6280\u672f\u7684\u6548\u80fd\u63d0\u5347\u5c06\u4e3a\u53e6\u4e00\u4e2a\u6280\u672f\u89e3\u9501\u65b0\u7684\u80fd\u529b\u3002<\/p>\n

\u53ef\u91cd\u590d\u4f7f\u7528\u706b\u7bad\u5c06\u81ea\u4e3b Mobility AI \u6676\u7247\u9001\u5165\u8f68\u9053\uff0c\u53ef\u80fd\u6210\u4e3a\u6269\u5c55\u4e0b\u4e00\u4ee3\u4e91\u7aef\u670d\u52a1\u7684\u5173\u952e\u3002\u5728\u6570\u4f4d\u94b1\u5305\u4e2d\u6388\u6743\u7684\u591a\u7ec4\u5b66\u6570\u636e\uff0c\u53ef\u80fd\u4e3a\u795e\u7ecf\u7f51\u8def\u63d0\u4f9b\u52a8\u529b\uff0c\u63a8\u52a8\u7cbe\u51c6\u7597\u6cd5\u7684\u53d1\u5c55\uff0c\u4ece\u800c\u6cbb\u6108\u7f55\u89c1\u75be\u75c5\u3002<\/p>\n

\u4e16\u754c\u6b63\u8fdb\u5165\u4e00\u4e2a\u524d\u6240\u672a\u6709\u7684\u79d1\u6280\u6295\u8d44\u5468\u671f\u3002\u6bcf\u4e00\u9879\u98a0\u8986\u6027\u6280\u672f\u90fd\u53ef\u80fd\u4ea7\u751f\u6df1\u8fdc\u7684\u5b8f\u89c2\u7ecf\u6d4e\u5f71\u54cd\u3002<\/p>\n

AI<\/strong>\u57fa\u7840\u8bbe\u65bd<\/strong><\/h3>\n

\u968f\u8457\u63a8\u7406\u6210\u672c\u7684\u4e0b\u964d\uff0c\u5bf9<\/strong>AI<\/strong>\u7684\u9700\u6c42\u6b63\u8fc5\u901f\u6210\u957f\u3002<\/strong><\/p>\n

\u4ece\u67d0\u4e9b\u6307\u6807\u6765\u770b\uff0c\u8fc7\u53bb\u4e00\u5e74\u63a8\u7406\u6210\u672c\u4e0b\u964d\u4e86\u8d85 99% \u3002\u968f\u8457 AI \u539f\u751f\u5e94\u7528\u7684\u6fc0\u589e\uff0c\u6210\u672c\u7684\u4e0b\u964d\u6b63\u63a8\u52a8\u5f00\u53d1\u8005\u3001\u4f01\u4e1a\u548c\u6d88\u8d39\u8005\u63a8\u7406\u7684 token \u6570\u91cf\u7206\u70b8\u6027\u589e\u957f\u3002\u81ea 2024 \u5e74 12 \u6708\u4ee5\u6765\uff0cOpenRouter\uff08\u4e00\u4e2a\u7528\u4e8e\u5b58\u53d6\u5927\u578b\u8bed\u8a00\u6a21\u578b\u7684\u7edf\u4e00\u5e94\u7528\u7a0b\u5f0f\u4ecb\u9762 (API)\uff09\u7684\u8fd0\u7b97\u9700\u6c42\u6210\u957f 25 \u500d\u3002<\/p>\n

\"2026<\/p>\n

\u81ea<\/strong>\u300cChatGPT<\/strong>\u65f6\u523b<\/strong>\u300d<\/strong>\u4ee5\u6765\uff0c\u8d44\u6599\u4e2d\u5fc3\u7cfb\u7edf\u7684\u6210\u957f\u901f\u5ea6\u5df2\u4ece<\/strong>5%<\/strong>\u52a0\u901f\u81f3<\/strong>29%\u00a0<\/strong>\uff0c\u5e74\u6210\u957f\u7387\u6301\u7eed\u6500\u5347\u3002<\/strong><\/p>\n

\u5230 2025 \u5e74\uff0c\u8d44\u6599\u4e2d\u5fc3\u7cfb\u7edf\u7684\u5e74\u5ea6\u6295\u8d44\u989d\u7ea6\u4e3a 5,000 \u4ebf\u7f8e\u5143\uff0c\u51e0\u4e4e\u662f 2012 \u5e74\u81f3 2023 \u5e74\u5e73\u5747\u503c\u7684 2.5 \u500d\u3002\u6839\u636e ARK \u7814\u7a76\uff0c\u6b64\u7c7b\u6295\u8d44\u5c06\u6301\u7eed\u6210\u957f\uff0c\u5230 2030 \u5e74\u53ef\u80fd\u6210\u957f\u4e24\u500d\uff0c\u8fbe\u5230\u7ea6 1.4 \u5146\u7f8e\u5143\u3002<\/p>\n

\"2026<\/p>\n

\u79d1\u6280\u8d44\u672c\u652f\u51fa\u5df2\u8fbe\u5230\u79d1\u6280\u548c\u7535\u4fe1\u4e1a\u7e41\u8363\u65f6\u671f\u7684\u6c34\u5e73\uff0c\u4f46\u79d1\u6280\u516c\u53f8\u7684\u4f30\u503c\u8fdc\u4f4e\u4e8e\u5f53\u65f6\u3002<\/strong><\/p>\n

\u6839\u636e ARK \u7814\u7a76\uff0c\u8d85\u5927\u89c4\u6a21\u8d44\u6599\u4e2d\u5fc3\u8425\u8fd0\u5546\u5728 2026 \u5e74\u7684\u8d44\u672c\u652f\u51fa\u5c06\u8d85 5,000 \u4ebf\u7f8e\u5143\uff0c\u51e0\u4e4e\u662f 2021 \u5e74 1,350 \u4ebf\u7f8e\u5143\u7684\u4e09\u500d\uff08\u5373 2022 \u5e74 ChatGPT \u70ed\u6f6e\u4e4b\u524d\uff09\u3002\u5c3d\u7ba1\u8d44\u8baf\u79d1\u6280\u548c\u901a\u8baf\u670d\u52a1\u4e1a\u7684\u8d44\u672c\u652f\u51fa\u5360 GDP \u7684\u6bd4\u4f8b\u5df2\u8fbe\u5230 1998 \u5e74\u4ee5\u6765\u7684\u6700\u9ad8\u6c34\u5e73\uff0c\u4f46\u79d1\u6280\u4e1a\u7684\u672c\u76ca\u6bd4\uff08P\/E\uff09\u5374\u8fdc\u4f4e\u4e8e\u79d1\u6280\u4e0e\u7535\u4fe1\u6ce1\u6cab\u65f6\u671f\u7684\u5cf0\u503c\u3002<\/p>\n

\"2026<\/p>\n

NVIDIA \u9762\u4e34\u66f4\u6fc0\u70c8\u7684\u7ade\u4e89\u3002<\/strong><\/p>\n

NVIDIA \u65e9\u671f\u5728 AI \u6676\u7247\u8bbe\u8ba1\u3001\u8f6f\u4f53\u548c\u7f51\u8def\u65b9\u9762\u7684\u6295\u8d44\uff0c\u4f7f\u5176\u56fe\u5f62\u5904\u7406\u5668\uff08GPU\uff09\u7684\u5e02\u5360\u7387\u8fbe\u5230 85%\uff0c\u6bdb\u5229\u7387\u8fbe\u5230 75% \u3002\u5982\u4eca\uff0c\u50cf AMD \u548c\u8c37\u6b4c\u8fd9\u6837\u7684\u7ade\u4e89\u5bf9\u624b\u5728\u67d0\u4e9b\u9886\u57df\uff0c\u5982\u5c0f\u578b\u8bed\u8a00\u6a21\u578b\u63a8\u7406\u65b9\u9762\u5df2\u7ecf\u8fce\u5934\u8d76\u4e0a\u3002 NVIDIA \u7684 Grace Blackwell \u673a\u67b6\u5f0f\u7cfb\u7edf\u5728\u5927\u578b\u6a21\u578b\u63a8\u7406\u65b9\u9762\u5904\u4e8e\u9886\u5148\u5730\u4f4d\uff0c\u4e3a\u6700\u5148\u8fdb\u7684\u57fa\u7840\u6a21\u578b\u63d0\u4f9b\u652f\u63f4\u3002<\/p>\n

\"2026<\/p>\n

AI<\/strong>\u9700\u6c42\u5c06\u63a8\u52a8\u57fa\u7840\u8bbe\u65bd\u7684\u6c38\u7eed\u6210\u957f\u3002<\/strong><\/p>\n

\u968f\u8457 AI \u5de5\u4f5c\u8d1f\u8f7d\u5728\u4f01\u4e1a\u548c\u6d88\u8d39\u8005\u73af\u5883\u4e2d\u6269\u6563\uff0c\u5230 2030 \u5e74\uff0cAI \u57fa\u7840\u8bbe\u65bd\u6295\u8d44\u53ef\u80fd\u8d85\u8fc7 1.4 \u5146\u7f8e\u5143\uff0c\u5176\u4e2d\u5927\u90e8\u5206\u5c06\u7528\u4e8e\u52a0\u901f\u4f3a\u670d\u5668\u3002 ARK \u7814\u7a76\u8868\u660e\uff0cBroadcom \u548c\u4e9a\u9a6c\u900a\u65d7\u4e0b Annapurna Labs \u7b49\u516c\u53f8\u8bbe\u8ba1\u7684 ASIC \u5c06\u7ee7\u7eed\u5360\u636e\u5e02\u573a\u4efd\u989d\uff0c\u56e0\u4e3a AI \u5b9e\u9a8c\u5ba4\u548c\u8d85\u5927\u89c4\u6a21\u4f01\u4e1a\u90fd\u5728\u5bfb\u6c42\u7ecf\u6d4e\u9ad8\u6548\u7684\u8fd0\u7b97\u80fd\u529b\u3002<\/p>\n

\"2026<\/p>\n

\u6bd4\u7279\u5e01<\/strong><\/h3>\n

\u6bd4\u7279\u5e01\u6b63\u9010\u6e10\u6210\u4e3a\u65b0\u578b\u6001\u673a\u6784\u8d44\u4ea7\u7c7b\u522b\u7684\u9886\u5bfc\u8005\u3002<\/strong><\/p>\n

\"2026<\/p>\n

\u7f8e\u56fd<\/strong>ETF<\/strong>\u548c\u4e0a\u5e02\u516c\u53f8\u6301\u6709\u6bd4\u7279\u5e01\u603b\u91cf\u7684<\/strong>12%\u00a0<\/strong>\u3002<\/strong><\/p>\n

2025 \u5e74\uff0c\u6bd4\u7279\u5e01 ETF \u7684\u6301\u80a1\u6210\u957f 19.7%\uff0c\u4ece\u7ea6 112 \u4e07\u679a\u589e\u81f3\u7ea6 129 \u4e07\u679a\uff1b\u800c\u4e0a\u5e02\u516c\u53f8\u6301\u6709\u7684\u6bd4\u7279\u5e01\u6570\u91cf\u589e\u52a0\u4e86 73%\uff0c\u4ece\u7ea6 59.8 \u4e07\u679a\u589e\u81f3\u7ea6 109 \u4e07\u679a\u3002\u56e0\u6b64\uff0c\u7531 ETF \u548c\u4e0a\u5e02\u516c\u53f8\u6301\u6709\u7684\u6bd4\u7279\u5e01\u603b\u91cf\u5360\u6bd4\u4ece 8.7% \u4e0a\u5347\u81f3 12% \u3002<\/p>\n

\"2026<\/p>\n

\u6bd4\u7279\u5e01\u7684\u5e74\u5ea6\u98ce\u9669\u8c03\u6574\u540e\u6536\u76ca\u7387\uff08\u590f\u666e\u6bd4\u7387\uff09\u957f\u671f\u4ee5\u6765\u4e00\u76f4\u9ad8\u4e8e\u6574\u4e2a\u52a0\u5bc6\u5e02\u573a\u3002<\/strong><\/p>\n

\u5728 2025 \u5e74\u7684\u5927\u90e8\u5206\u65f6\u95f4\u91cc\uff0c\u6bd4\u7279\u5e01\u7684\u98ce\u9669\u8c03\u6574\u540e\u6536\u76ca\u8d85\u8fc7\u4e86\u5927\u591a\u6570\u5176\u4ed6\u5e02\u503c\u8f83\u5927\u7684\u52a0\u5bc6\u8d27\u5e01\u548c\u6307\u6570\u3002\u81ea\u4ece\u6700\u8fd1\u4e00\u8f6e\u5468\u671f\u4f4e\u70b9\uff082022 \u5e74 11 \u6708\uff09\u3001 2024 \u5e74\u521d\u4ee5\u53ca 2025 \u5e74\u521d\u4ee5\u6765\uff0c\u6bd4\u7279\u5e01\u7684\u5e73\u5747\u5e74\u5316\u590f\u666e\u6bd4\u7387\u4e5f\u8d85\u8fc7\u4e86\u4ee5\u592a\u574a\u3001 SOL \u4ee5\u53ca CoinDesk 10 \u6307\u6570\u4e2d\u5176\u4ed6\u4e5d\u79cd\u6210\u5206\u5e01\u7684\u5e73\u5747\u503c\u3002<\/p>\n

\"2026<\/p>\n

2025<\/strong>\u5e74\uff0c\u6bd4\u7279\u5e01\u4ef7\u683c\u76f8\u5bf9\u4e8e\u5176\u5386\u53f2\u6700\u9ad8\u70b9\u7684\u5e73\u5747\u8dcc\u5e45\u6709\u6240\u5e73\u7f13\u3002<\/strong><\/p>\n

\u968f\u8457\u6bd4\u7279\u5e01\u4f5c\u4e3a\u907f\u9669\u8d44\u4ea7\u7684\u89d2\u8272\u4e0d\u65ad\u589e\u5f3a\uff0c\u5176\u6ce2\u52a8\u6027\u5df2\u964d\u4f4e\u3002\u4ece 5 \u5e74\u3001 3 \u5e74\u3001 1 \u5e74\u548c 3 \u4e2a\u6708\u7684\u65f6\u95f4\u8de8\u5ea6\u6765\u770b\uff0c2025 \u5e74\u6bd4\u7279\u5e01\u7684\u8dcc\u5e45\u76f8\u5bf9\u4e8e\u5386\u53f2\u6c34\u51c6\u8f83\u4e3a\u5e73\u7f13\u3002<\/p>\n

\"2026<\/p>\n

ARK<\/strong>\u5bf9\u6bd4\u7279\u5e01\u6210\u957f\u7684\u5047\u8bbe\u6709\u6240\u6539\u53d8\uff0c\u4f46\u9884\u6d4b\u5927\u81f4\u4e0d\u53d8\u3002<\/strong><\/p>\n

ARK \u5bf9 2030 \u5e74\u6bd4\u7279\u5e01\u7684\u9884\u6d4b\u4e00\u76f4\u76f8\u5f53\u7a33\u5b9a\uff0c\u53ea\u662f\u6709\u4e24\u4e2a\u5047\u8bbe\u56e0\u7d20\u53d1\u751f\u4e86\u53d8\u5316\uff1a\u4f5c\u4e3a\u6570\u4f4d\u9ec4\u91d1\uff0c\u5728 2025 \u5e74\u9ec4\u91d1\u5e02\u503c\u98d9\u5347 64.5% \u540e\uff0c\u5176\u6f5c\u5728\u5e02\u573a\uff08TAM\uff09\u589e\u957f\u4e86 37%\uff1b\u4f5c\u4e3a\u65b0\u5174\u5e02\u573a\u907f\u9669\u8d44\u4ea7\uff0c\u5176\u9884\u6d4b\u6e17\u900f\u7387\u4e0b\u964d\u4e86 80%\uff0c\u4ee5\u53cd\u6620\u53d1\u5c55\u4e2d\u56fd\u5bb6\u5bf9\u7a33\u5b9a\u5e01\u7684\u8fc5\u901f\u91c7\u7528\u3002<\/p>\n

\"2026<\/p>\n

\u6570\u4f4d\u8d44\u4ea7\u5e02\u503c\u5230<\/strong>2030<\/strong>\u5e74\u53ef\u80fd\u8fbe\u5230<\/strong>28<\/strong>\u5146\u7f8e\u5143\u3002<\/strong><\/p>\n

\u667a\u6167\u5408\u7ea6\u548c\u7eaf\u6570\u4f4d\u8d27\u5e01\uff08\u540e\u8005\u5728\u516c\u5171\u533a\u5757\u94fe\u4e0a\u4f5c\u4e3a\u4ef7\u503c\u50a8\u5b58\u624b\u6bb5\u3001\u4ea4\u6613\u5a92\u4ecb\u548c\u8bb0\u5e10\u5355\u4f4d\uff09\u7684\u5e02\u573a\u89c4\u6a21\u53ef\u80fd\u4ee5\u6bcf\u5e74\u7ea6 61% \u7684\u901f\u5ea6\u589e\u957f\uff0c\u5230 2030 \u5e74\u8fbe\u5230 28 \u5146\u7f8e\u5143\u3002 ARK \u8ba4\u4e3a\u6bd4\u7279\u5e01\u53ef\u80fd\u5360\u636e 70% \u7684\u5e02\u573a\u4efd\u989d\uff0c\u5176\u4f59\u90e8\u5206\u5c06\u7531\u4ee5\u592a\u574a\u548c Solana \u7b49\u667a\u6167\u5408\u7ea6\u7f51\u8def\u4e3b\u5bfc\u3002<\/p>\n

    \n
  • \u6839\u636e ARK \u7684\u9884\u6d4b\uff0c\u6bd4\u7279\u5e01\u5f88\u53ef\u80fd\u5728\u672a\u6765\u4e94\u5e74\u5185\u4ee5\u7ea6 63% \u7684\u590d\u5408\u5e74\u589e\u957f\u7387 (CAGR) \u4e3b\u5bfc\u52a0\u5bc6\u8d27\u5e01\u5e02\u573a\uff0c\u4ece\u8fd1 2 \u5146\u7f8e\u5143\u6210\u957f\u5230 2030 \u5e74\u7684\u7ea6 16 \u5146\u7f8e\u5143\u3002<\/li>\n
  • \u667a\u80fd\u5408\u7ea6\u7684\u5e02\u503c\u53ef\u80fd\u4ee5\u6bcf\u5e74 54% \u7684\u901f\u5ea6\u6210\u957f\uff0c\u5230 2030 \u5e74\u81f3\u7ea6 6 \u5146\u7f8e\u5143\uff0c\u5176\u5e74\u5316\u6536\u5165\u7ea6\u4e3a 1,920 \u4ebf\u7f8e\u5143\uff0c\u5e73\u5747\u624b\u7eed\u8d39\u7387\u4e3a 0.75% \u3002<\/li>\n
  • \u4e24\u5230\u4e09\u4e2a L1 \u5e73\u53f0\u5c06\u5360\u636e\u5e02\u573a\u7684\u5927\u90e8\u5206\u4efd\u989d\uff0c\u4f46\u5b83\u4eec\u83b7\u5f97\u7684\u5e02\u503c\u66f4\u591a\u6765\u81ea\u4e8e\u5176\u8d27\u5e01\u6ea2\u4ef7\uff08\u4ef7\u503c\u50a8\u5b58\u548c\u50a8\u5907\u8d44\u4ea7\u7279\u6027\uff09\uff0c\u800c\u975e\u6298\u73b0\u73b0\u91d1\u6d41\u3002<\/li>\n<\/ul>\n

    \"2026<\/p>\n

    \u4ee3\u5e01\u5316\u8d44\u4ea7<\/strong><\/h3>\n

    \u7531\u4e8e\u300a<\/strong>GENIUS<\/strong>\u6cd5\u6848\u300b\uff0c\u91d1\u878d\u673a\u6784\u6b63\u5728\u91cd\u65b0\u8bc4\u4f30\u5176\u7a33\u5b9a\u5e01\u548c\u4ee3\u5e01\u5316\u7b56\u7565\u3002<\/strong><\/p>\n

    \u7531\u4e8e\u300aGENIUS \u6cd5\u6848\u300b\u5e26\u6765\u7684\u76d1\u7ba1\u660e\u786e\u6027\uff0c\u7a33\u5b9a\u5e01\u6d3b\u52a8\u98d9\u5347\u81f3\u5386\u53f2\u65b0\u9ad8\u3002\u591a\u5bb6\u516c\u53f8\u548c\u673a\u6784\u5ba3\u5e03\u63a8\u51fa\u81ea\u5df1\u7684\u7a33\u5b9a\u5e01\uff0c\u800c\u8d1d\u83b1\u5fb7\u5219\u900f\u9732\u6b63\u5728\u7b79\u5907\u5185\u90e8\u4ee3\u5e01\u5316\u5e73\u53f0\u3002 Tether \u3001 Circle \u548c Stripe \u7b49\u4e3b\u8981\u7a33\u5b9a\u5e01\u53d1\u884c\u5546\u548c\u91d1\u878d\u79d1\u6280\u516c\u53f8\u7eb7\u7eb7\u63a8\u51fa\/\u652f\u63f4\u9488\u5bf9\u7a33\u5b9a\u5e01\u4f18\u5316\u7684 L1 \u533a\u5757\u94fe\u3002<\/p>\n

    \"2026<\/p>\n

    12<\/strong>\u6708\u7a33\u5b9a\u5e01\u4ea4\u6613\u91cf\u8fbe<\/strong>3.5<\/strong>\u5146\u7f8e\u5143\uff0c\u8fdc\u8d85\u8fc7\u591a\u6570\u4f20\u7edf\u652f\u4ed8\u7cfb\u7edf\u3002<\/strong><\/p>\n

    2025 \u5e74 12 \u6708\uff0c\u7a33\u5b9a\u5e01\u4ea4\u6613\u91cf 30 \u5929\u79fb\u52a8\u5e73\u5747\u4e3a 3.5 \u5146\u7f8e\u5143\uff0c\u662f Visa \u3001 PayPal \u548c\u6c47\u6b3e\uff08Remittances\uff09\u603b\u503c\u7684 2.3 \u500d\u3002<\/p>\n

    Circle \u7684\u7a33\u5b9a\u5e01 USDC \u4ea4\u6613\u91cf\u5360\u4e3b\u5bfc\u5730\u4f4d\uff0c\u4efd\u989d\u7ea6\u4e3a 60%\uff0c\u5176\u6b21\u662f Tether \u7684 USDT\uff0c\u4efd\u989d\u7ea6\u4e3a 35% \u3002<\/p>\n

    2025 \u5e74\uff0c\u7a33\u5b9a\u5e01\u4f9b\u5e94\u91cf\u6210\u957f\u7ea6 50%\uff0c\u4ece 2,100 \u4ebf\u7f8e\u5143\u589e\u81f3 3,070 \u4ebf\u7f8e\u5143\uff0c\u5176\u4e2d USDT \u548c USDC \u5206\u522b\u5360 61% \u548c 25% \u3002<\/p>\n

    Sky Protocol \u662f\u9664\u5176\u4ed6\u7a33\u5b9a\u5e01\u53d1\u884c\u5546\u5916\uff0c\u552f\u4e00\u4e00\u5bb6\u5728 2025 \u5e74\u5e95\u5e02\u503c\u8d85\u8fc7 100 \u4ebf\u7f8e\u5143\u7684\u7a33\u5b9a\u5e01\u53d1\u884c\u5546\u3002<\/p>\n

    \u503c\u5f97\u6ce8\u610f\u7684\u662f\uff0cPayPal \u65d7\u4e0b\u7684 PYUSD \u5e02\u503c\u6210\u957f\u8d85\u8fc7\u516d\u500d\uff0c\u8fbe\u5230 34 \u4ebf\u7f8e\u5143\u3002<\/p>\n

    \"2026<\/p>\n

    \u5728\u4ee5\u7f8e\u56fd\u56fd\u503a\u548c\u5927\u5b97\u5546\u54c1\u4e3a\u4e3b\u5bfc\u7684\u63a8\u52a8\u4e0b\uff0c\u4ee3\u5e01\u5316\u8d44\u4ea7\u5e02\u573a\u5728<\/strong>2025<\/strong>\u5e74\u6210\u957f\u4e86\u4e24\u500d\uff0c\u8fbe\u5230<\/strong>190<\/strong>\u4ebf\u7f8e\u5143\u3002<\/strong><\/p>\n

    RWA \u7684\u5e02\u503c\u5728 2025 \u5e74\u6210\u957f\u4e86 208%\uff0c\u8fbe\u5230 189 \u4ebf\u7f8e\u5143\u3002<\/p>\n

    \u8d1d\u83b1\u5fb7\uff08Blackrock\uff09\u7684 17 \u4ebf\u7f8e\u5143 BUIDL \u8d27\u5e01\u5e02\u573a\u57fa\u91d1\u662f\u6700\u5927\u7684\u4ea7\u54c1\u4e4b\u4e00\uff0c\u5360 90 \u4ebf\u7f8e\u5143\u7f8e\u56fd\u516c\u503a\u7684 20% \u3002<\/p>\n

    \u6765\u81ea Tether (XAUT) \u548c Paxos (PAXG) \u7684\u4ee3\u5e01\u5316\u9ec4\u91d1\u4ea7\u54c1\u5f15\u9886\u4ee3\u5e01\u5316\u5546\u54c1\u5e02\u573a\uff0c\u5e02\u503c\u5206\u522b\u8fbe 18 \u4ebf\u7f8e\u5143\u548c 16 \u4ebf\u7f8e\u5143\uff0c\u5408\u8ba1\u5360 83% \u3002<\/p>\n

    \u516c\u5f00\u80a1\u7968\u7684\u4ee3\u5e01\u5316\u89c4\u6a21\u63a5\u8fd1 7.5 \u4ebf\u7f8e\u5143\u3002<\/p>\n

    \"2026<\/p>\n

    \u4ee5\u592a\u574a\u4ecd\u662f\u94fe\u4e0a\u8d44\u4ea7\u7684\u9996\u9009\u533a\u5757\u94fe\u3002<\/strong><\/p>\n

    \u4ee5\u592a\u574a\u4e0a\u7684\u8d44\u4ea7\u603b\u503c\u73b0\u5df2\u8d85 4000 \u4ebf\u7f8e\u5143\u3002\u5728\u516b\u5927\u6700\u70ed\u95e8\u7684\u533a\u5757\u94fe\u4e2d\uff0c\u6709\u4e03\u6761\u94fe\u7684 90% \u5e02\u503c\u7531\u4e2d\u7a33\u5b9a\u5e01\u548c\u6392\u540d\u524d 50 \u7684\u4ee3\u5e01\u652f\u6491\u3002<\/p>\n

    \u5728 Solana \u4ee5\u5916\u7684\u533a\u5757\u94fe\u4e0a\uff0c\u8ff7\u56e0\u5e01\u7684\u5e02\u503c\u5360\u6bd4\u7ea6\u4e3a 3% \u6216\u66f4\u4f4e\u3002\u800c\u5728 Solana \u4e0a\uff0c\u6a21\u56e0\u5e01\u7684\u8d44\u4ea7\u5360\u6bd4\u7ea6\u4e3a 21% \u3002<\/p>\n

    RWA \u7684\u4ee3\u5e01\u5316\u6709\u671b\u6210\u4e3a\u6210\u957f\u6700\u5feb\u7684\u7c7b\u522b\u4e4b\u4e00\u3002\u7531\u4e8e\u5168\u7403\u5927\u90e8\u5206\u4ef7\u503c\u90fd\u5b58\u5728\u4e8e\u94fe\u4e0b\uff0c\u56e0\u6b64\u94fe\u4e0b\u8d44\u4ea7\u4ecd\u662f\u94fe\u4e0a\u91c7\u7528\u7684\u6700\u5927\u6210\u957f\u673a\u4f1a\u3002<\/p>\n

    \"2026<\/p>\n

    2030<\/strong>\u5e74<\/strong>\uff0c\u5168\u7403\u4ee3\u5e01\u5316\u8d44\u4ea7\u5e02\u573a\u89c4\u6a21\u53ef\u80fd\u8d85\u8fc7<\/strong>11<\/strong>\u5146\u7f8e\u5143\u3002<\/strong><\/p>\n

    \u6839\u636e\u6211\u4eec\u7684\u7814\u7a76\uff0c\u4ee3\u5e01\u5316\u8d44\u4ea7\u89c4\u6a21\u53ef\u80fd\u4ece 190 \u4ebf\u7f8e\u5143\u6210\u957f\u81f3 11 \u5146\u7f8e\u5143\uff0c\u5c4a\u65f6\u5c06\u5360\u6240\u6709\u91d1\u878d\u8d44\u4ea7\u7684\u7ea6 1.38% \u3002<\/p>\n

    \u867d\u7136\u4e3b\u6743\u503a\u52a1\u76ee\u524d\u5728\u4ee3\u5e01\u5316\u9886\u57df\u5360\u636e\u4e3b\u5bfc\u5730\u4f4d\uff0c\u4f46\u5728\u672a\u6765 5 \u5e74\u5185\uff0c\u94f6\u884c\u5b58\u6b3e\u548c\u5168\u7403\u4e0a\u5e02\u80a1\u7968\u7684\u94fe\u4e0a\u4ef7\u503c\u5360\u6bd4\u53ef\u80fd\u4f1a\u9ad8\u4e8e\u76ee\u524d\u7684\u6c34\u5e73\u3002<\/p>\n

    ARK \u8ba4\u4e3a\uff0c\u4ee3\u5e01\u5316\u7684\u5e7f\u6cdb\u5e94\u7528\u5c06\u53d6\u51b3\u4e8e\u76d1\u7ba1\u653f\u7b56\u7684\u660e\u6717\u5316\u548c\u673a\u6784\u7ea7\u57fa\u7840\u8bbe\u65bd\u7684\u6539\u5584\u3002<\/p>\n

    \"2026<\/p>\n

    \u4f20\u7edf\u4f01\u4e1a\u6b63\u900f\u8fc7\u5efa\u6784\u81ea\u6709\u57fa\u7840\u8bbe\u65bd\u6765\u6269\u5927\u5176\u5728\u94fe\u4e0a\u7684\u5f71\u54cd\u529b\u3002<\/strong><\/p>\n

    \u4f20\u7edf\u4f01\u4e1a\u6b63\u5728\u5efa\u6784\u5176\u81ea\u6709\u7684\u94fe\u4e0a\u57fa\u7840\u8bbe\u65bd\u3002 Circle\uff08Arc\uff09\u3001 Coinbase\uff08Base\uff0ccbBTC\uff09\u3001 Kraken\uff08Ink\uff09\u3001 OKX\uff08X Layer\uff09\u3001 Robinhood\uff08Robinhood Chain\uff09\u548c Stripe\uff08Tempo\uff09\u6b63\u5728\u63a8\u51fa\u516c\u53f8\u81ea\u6709\u54c1\u724c\u7684 L1\/L2 \u7f51\u7edc\uff0c\u4ee5\u652f\u63f4\u5176\u81ea\u8eab\u4ea7\u54c1\uff0c\u4f8b\u5982\u6bd4\u7279\u5e01\u62b5\u62bc\u8d37\u6b3e\u3001\u4ee3\u5e01\u5316\u80a1\u7968\u548c ETF\uff0c\u4ee5\u53ca\u57fa\u4e8e\u7a33\u5b9a\u5e01\u7684\u652f\u4ed8\u7ba1\u9053\u3002<\/p>\n

    \"2026<\/p>\n

    DeFi<\/strong>\u5e94\u7528<\/strong><\/h3>\n

    \u6570\u4f4d\u8d44\u4ea7\u4ef7\u503c\u83b7\u53d6\u5df2\u4ece\u7f51\u8def\u8f6c\u79fb\u5230\u5e94\u7528\u3002<\/p>\n

    \u7f51\u8def\u6b63\u9010\u6e10\u8f6c\u53d8\u4e3a\u516c\u5171\u4e8b\u4e1a\uff0c\u5c06\u7528\u6237\u7ecf\u6d4e\u6548\u76ca\u548c\u5229\u6da6\u7387\u8f6c\u79fb\u5230\u5e94\u7528\u5c42\u9762\u3002<\/p>\n

    \u5728 Hyperliquid \u3001 Pump.fun \u548c Pancakeswap \u7684\u5f15\u9886\u4e0b\uff0c2025 \u5e74\u5e94\u7528\u603b\u6536\u5165\u8fbe\u5230\u4e86\u7ea6 38 \u4ebf\u7f8e\u5143\u7684\u5386\u53f2\u65b0\u9ad8\u3002<\/p>\n

    2025 \u5e74\u6240\u6709\u5e94\u7528\u6536\u5165\u7684\u4e94\u5206\u4e4b\u4e00\u90fd\u6765\u81ea 1 \u6708\u4efd\uff0c\u8fd9\u662f\u6709\u53f2\u4ee5\u200b\u200b\u6765\u6700\u9ad8\u7684\u6708\u5ea6\u6536\u5165\u3002<\/p>\n

    \u5982\u4eca\uff0c\u5df2\u6709 70 \u4e2a\u5e94\u7528\u7a0b\u5f0f\u548c\u534f\u8bae\u7684\u6708\u5ea6\u7ecf\u5e38\u6027\u6536\u5165 (MRR) \u8d85\u8fc7 100 \u4e07\u7f8e\u5143\u3002<\/p>\n

    \"2026<\/p>\n

    DeFi \u548c\u7a33\u5b9a\u5e01\u53d1\u884c\u5546\u7684\u8d44\u4ea7\u89c4\u6a21\u6b63\u5728\u8d76\u4e0a\u8bb8\u591a\u91d1\u878d\u79d1\u6280\u516c\u53f8\u3002<\/p>\n

    \u4f20\u7edf\u91d1\u878d\u79d1\u6280\u5e73\u53f0\u548c\u52a0\u5bc6\u539f\u751f\u5e73\u53f0\u4e4b\u95f4\u7684\u8d44\u4ea7\u89c4\u6a21\u5dee\u8ddd\u6b63\u5728\u7f29\u5c0f\uff0c\u8fd9\u8868\u660e\u4f20\u7edf\u548c\u94fe\u4e0a\u57fa\u7840\u8bbe\u65bd\u6b63\u5728\u878d\u5408\u3002<\/p>\n

    \u6d41\u52a8\u6027\u8d28\u62bc\u6216\u501f\u8d37\u5e73\u53f0\u7b49 DeFi \u534f\u8bae\u6b63\u5728\u5438\u5f15\u673a\u6784\u8d44\u672c\u5e76\u8fc5\u901f\u6269\u5f20\u3002<\/p>\n

    \u6392\u540d\u524d 50 \u540d\u7684 DeFi \u5e73\u53f0\u7684 TVL \u5747\u5df2\u8de8\u5165\u5341\u4ebf\u7f8e\u5143\u4ff1\u4e50\u90e8\uff0c\u5176\u4e2d\u6392\u540d\u524d 12 \u534f\u8bae\u89c4\u6a21\u5747\u8d85\u8fc7 50 \u4ebf\u7f8e\u5143\u3002<\/p>\n

    \"2026<\/p>\n

    \u5168\u7403\u6700\u5177\u8425\u6536\u6548\u7387\u7684\u516c\u53f8\u5305\u62ec<\/strong>Hyperliquid\u00a0<\/strong>\u3001<\/strong>Tether<\/strong>\u548c<\/strong>Pump.fun\u00a0<\/strong>\u3002<\/strong><\/p>\n

    \u5230\u4e86 2025 \u5e74\uff0cHyperliquid \u5149\u662f 15 \u540d\u5458\u5de5\uff0c\u5c31\u521b\u9020\u8d85\u8fc7 8 \u4ebf\u7f8e\u5143\u7684\u5e74\u6536\u5165\u3002<\/p>\n

    \u900f\u8fc7\u6c38\u7eed\u5408\u7ea6\u3001\u7a33\u5b9a\u5e01\u548c\u8ff7\u56e0\u5e01\u7b49\u94fe\u4e0a\u5782\u76f4\u9886\u57df\u7684\u5e03\u5c40\uff0cHyperliquid \u6b63\u4ee5\u60ca\u4eba\u7684\u89c4\u6a21\u5438\u5f15\u7528\u6237\u548c\u8d44\u672c\uff0c\u5e76\u62e5\u6709\u6e05\u6670\u7684\u4ea7\u54c1\u5e02\u573a\u5951\u5408\u5ea6\u3002<\/p>\n

    \u94fe\u4e0a\u4e1a\u52a1\u548c\u534f\u8bae\u6b63\u5728\u91cd\u65b0\u5b9a\u4e49\u751f\u4ea7\u529b\uff0c\u56e0\u4e3a\u5be5\u5be5\u5341\u4f59\u4eba\u5c31\u80fd\u521b\u9020\u51fa\u6bd4\u80a9\u4e16\u754c\u7ea7\u4f01\u4e1a\u7684\u8425\u6536\u548c\u83b7\u5229\u80fd\u529b\u3002<\/p>\n

    \"2026<\/p>\n

    \u5728<\/strong>Hyperliquid<\/strong>\u7684\u5f15\u9886\u4e0b\uff0c<\/strong>DeFi<\/strong>\u884d\u751f\u6027\u5546\u54c1\u6b63\u4ece\u5e01\u5b89\u624b\u4e2d\u593a\u53d6\u6c38\u7eed\u5408\u7ea6\u5e02\u573a\u7684\u4efd\u989d\u3002<\/strong><\/p>\n

    \"2026<\/p>\n

    L1<\/strong>\u7f51\u8def\u6b63\u4ece\u521b\u6536\u7f51\u8def\u6f14\u53d8\u4e3a\u8d27\u5e01\u8d44\u4ea7\u3002<\/strong><\/p>\n

    \u5982\u679c\u4ee5\u57fa\u4e8e 50 \u500d\u6536\u5165\u500d\u6570\u63a8\u7b97\uff0c\u4ee5\u592a\u5e01\u8d85\u8fc7 90% \u7684\u5e02\u503c\u90fd\u5f52\u529f\u4e8e\u5176\u4f5c\u4e3a\u8d27\u5e01\u8d44\u4ea7\u7684\u89d2\u8272\u3002<\/p>\n

    \u800c Solana \u4ea7\u751f\u4e86 14 \u4ebf\u7f8e\u5143\u7684\u6536\u5165\uff0c\u8bc1\u660e\u5176\u4f30\u503c 90% \u6765\u81ea\u7f51\u8def\u6548\u7528\u3002<\/p>\n

    \u6839\u636e ARK \u7814\u7a76\uff0c\u53ea\u6709\u5c11\u6570\u6570\u4f4d\u8d44\u4ea7\u80fd\u591f\u4fdd\u7559\u8d27\u5e01\u5c5e\u6027\uff0c\u6210\u4e3a\u6d41\u52a8\u6027\u5f3a\u7684\u4ef7\u503c\u50a8\u5b58\u624b\u6bb5\u3002<\/p>\n

    \"2026<\/p>\n

    \n

    \uff08\u4ee5\u4e0a\u5185\u5bb9\u83b7\u5408\u4f5c\u4f19\u4f34 PANews <\/strong>\u6388\u6743\u8282\u5f55\u53ca\u8f6c\u8f7d\uff0c\u539f\u6587\u8fde\u7ed3 <\/strong><\/em>\uff09<\/strong><\/em><\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

    \u4f5c\u8005\uff1aARK Invest \u7f16\u8bd1\uff1aFelix, PANews\uff08\u672c\u6587\u6709\u6240\u5220\u51cf\uff09 ARK Invest \u6bcf\u5e74\u90fd\u4f1a\u53d1 […]<\/p>\n","protected":false},"author":2,"featured_media":1134,"comment_status":"","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1133","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-crypto-news"],"_links":{"self":[{"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/posts\/1133","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.manwah.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1133"}],"version-history":[{"count":1,"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/posts\/1133\/revisions"}],"predecessor-version":[{"id":7146,"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/posts\/1133\/revisions\/7146"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.manwah.net\/index.php?rest_route=\/wp\/v2\/media\/1134"}],"wp:attachment":[{"href":"https:\/\/www.manwah.net\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1133"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.manwah.net\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=1133"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.manwah.net\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=1133"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}