「川普效应」再度袭来：DeFi、AI 与山寨币迎来政策红利？

Odaily星球日报Published on 2025-01-26Last updated on 2025-01-26

Abstract

分析8个赛道40个代币，特朗普签署加密行业及人工智能行政令将如何利好市场？

原文作者：Biteye 核心贡献者 viee

原文编辑：Biteye 核心贡献者 viee

昨日（2025 年 1 月 23 日）特朗普在白宫签署了备受瞩目的行政命令，正式宣布美国将在人工智能（AI）和数字加密货币领域加大政策支持。这不仅意味着特朗普有意推动美国在全球 AI 竞赛中占据领先地位，还释放出对加密货币领域的积极信号。

和拜登政府的监管思路相比，特朗普的政策大刀阔斧，或许能让那些原本被监管阴影笼罩的项目迎来久违的春天。从 DeFi 到 AI，再到 MEME 币，这些赛道能否在「川普效应」的推动下迎来新一轮的爆发？他是否能如同上次引领「$Trump 发币潮」般，让市场猝不及防？

本篇文章 Biteye 为大家梳理了几个或许能从中受益的重点赛道及相关代币。

「川普效应」再度袭来：DeFi、AI 与山寨币迎来政策红利？

一、DeFi：合规化加速主流化

特朗普家族推出的 DeFi 项目 World Liberty Financial（@worldlibertyfi）无疑为 DeFi 赛道注入了强心剂。WLFI 项目并非仓促而为，而是经过充分的法律合规准备在监管框架内运作，尤其是在合规性上作出了提前布局。也就是说，除了展现出对 DeFi 的高度看好外，WLFI 背后或许传递出特朗普执政后对加密行业宽松监管环境的伏笔。

此外，根据 2024 年 12 月美国税务局提出的 DeFi 税收新规，可以推测 2025 年可能会出台更为体系化的 DeFi 监管法规，DeFi 行业的合规化将可能成为 2025 年的加密发展趋势。在合规性框架的建立上推动 DeFi 行业发展，加上特朗普对加密行业监管的宽松，可能会推动更多传统金融机构涉足 DeFi 领域。目前，$LINK 和 $AVAX 是 DeFi 赛道市值最高的两个代币，也是 WLFI 持仓的代币，可能会在这一波政策调整中迎来新的机遇。

二、AI：特朗普扬言让美国成为人工智能的世界之都

特朗普在就职演讲中提到，将加大人工智能（AI）领域的投资和发展力度，尤其是在去中心化人工智能基础设施上。周二，美国白宫刚宣布将与甲骨文公司（Oracle）、OpenAI、软银（SoftBank）等科技巨头合作，启动 5000 亿美元的人工智能基础设施项目。周四，特朗普便签署了与加密行业及人工智能有关的行政命令，设定了 180 天的期限，制定「人工智能行动计划」(Artificial Intelligence Action Plan)，以及管理数字资产 ( 包括稳定币 ) 的联邦监管框架，并评估战略性国家数字资产储备的创建。行政令还下令禁止了央行数字货币（CBDC），特朗普认为这将「威胁到金融体系的稳定、个人隐私和美国的主权」。

在此背景下，AI 与加密结合的潜力尤为引人注目，尤其是在 DeFi x AI（DeFAI）领域，去中心化的 AI 应用与算法交易有可能得到更多提振。

「川普效应」再度袭来：DeFi、AI 与山寨币迎来政策红利？

三、RWA & DePIN：现实资产的代币

特朗普家族的 World Liberty Financial（@worldlibertyfi）不仅涉足 DeFi 领域，还布局了 RWA（现实世界资产）相关代币。例如，$ENA 和 $ONDO 。Robinhood 首席执行官 Vlad Tenev、以及知名加密货币交易员 Andrew Kang 均表示看好特朗普上台后通过代币化的方式，加速股票、私营公司和现实世界资产（RWA）向链上的转移。 刚刚 TGE 的 RWAFi 概念项目 Plume Network 也曾公开被特朗普就职舞会邀请的消息。

除了 RWA 以外，上个月特朗普在 Blockchain Association 年度晚会发表讲话，称像 DePIN 这样的真实用例使加密货币合法化，并处于立法的优先列表中。

以上信息不得不让人思考特朗普上台后对 RWA、DePIN 赛道的影响如何？在政策宽松的环境中或许可以迎来黄金发展期。

四、Meme 币与 SOL 生态：重新正视「山寨季」的潜力

特朗普推出的 $TRUMP Meme 币在首日便创造了 240 亿美元的市值，让 Meme 币赛道迎来了 一波新的关注热潮，Web2 投机者连夜小跑进场。$TRUMP 的热度是加密历史上少见的政治与金融结合体，「总统发币」无疑具有深远的市场影响。

除此以外，$TRUMP 代币部署在 Solana 链上的决定，进一步加强了 Solana 生态的市场认同，并可能成为推动 Solana 未来发展的催化剂，可能会有以下几方面的影响：

  • 增加 Solana 生态的资本流入：由于 $TRUMP 的高市值和特朗普家族的影响力，Solana 链上的 Meme 币项目吸引了大量资本和市场关注。这一资本的流入，可能不仅限于 Meme 币本身，还会带动更多的开发者和项目方选择 Solana 作为其发行和运行平台。

  • 可能促进 Solana ETF 的批准：Solana 作为高性能区块链的代表，具备了市场接受的基础。特朗普的参与不仅增加了 Solana 的市场曝光度，也有助于其在传统金融市场中的认可，从而加速 Solana ETF 的批准进程。

  • 或将为「山寨季」埋下伏笔：这种背后有名人和政治力量推动的 Meme 币，将可能引发更多类似项目的涌现，吸收链上大部分流动性，有可能推动下一轮「山寨季」到来。

五、World Liberty 持仓&美国本土币：与特朗普关联度最强

这两个赛道与特朗普的关联度是相对较强的，不需要多加赘述。目前 World Liberty 持仓前十的代币为：$ETH、$wBTC、$STETH、$USDC、$TRX、$USDT、$AAVE、$LINK、$ENA、$ONDO。此外，特朗普就职典礼及加密舞会赞助项目可以关注下，包括 TRON、Ripple、Anchorage、Kraken、Sui、MetaMask、Galaxy、Ondo（ONDO）、Solana、 Etoro、 Uniswap 等及加密上市公司 Coinbase、MicroStrategy、Marathon Digital、Nano Labs、Exodus、Metaplanet 等。

六、总结

从 DeFi 到 AI，从 RWA 代币化到 Meme 币，作为「加密总统」，特朗普的每一步举动都在挑战传统的行业格局，他的加密政策可能会在未来几年内推动加密行业向更加合规、更加成熟的方向发展。

然而，加密行业的真正未来，不仅依赖于短期内的政策红利，更在于其内在技术的不断创新和合规化的不断推进。Solana 是否能借此机会突破瓶颈？DeFi 和 RWA 等赛道是否能够在合规的框架内焕发新生？在政策松绑与技术创新的交汇点，加密资产究竟将如何与传统金融体系共舞？我们可以预见，接下来的几年，将是这一切变革的关键时期。

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