AI与隐私双爆发！火币HTX上新资产一周回顾（12.22—12.28）：ZBT+127%、PAYAI+103%，多赛道强势回暖

marsbitPublished on 2025-12-31Last updated on 2025-12-31

Abstract

2025年岁末加密市场情绪持续修复，AI、隐私、Meme等多赛道全面回暖。火币HTX平台多个热门资产表现突出，其中ZBT上涨127%，PAYAI上涨103%，SQD上涨114%，领涨市场。 AI板块受Coinbase推出开源支付协议x402 V2版本利好影响显著反弹，PAYAI作为其生态项目涨幅突出，SQD则因算力需求增长预期而上涨。隐私赛道中，ZBT以127%涨幅居首，ZEC跟涨22%，反映市场对链上隐私基础设施的关注。Meme板块季节性行情显现，DONKEY、MYRO、HIPPO分别上涨21%、29%和33%。此外，DeFi及L1生态资产如0G、SPK、XPL等也同步回暖。火币HTX凭借早期资产布局和交易生态优势，为用户提供高效参与机会，助力捕捉结构性行情。

进入 2025 年岁末,加密市场情绪持续修复,交易热度伴随节庆行情再度升温。宏观利好与热点叙事交织推动板块走强,AI、隐私、Meme 等多赛道全面回暖,资金流向清晰指向高成长叙事与细分主题价值标的。火币HTX 多项热门资产在过去一周(12月22日—12月28日)涨幅出众,其中 ZBT 以 127% 涨幅夺得榜首,资金情绪持续向头部赛道聚集。

AI 叙事回归主流:PAYAI、SQD 强势领跑

AI 叙事依旧是 2025 年的绝对主线,技术落地加速推动应用端资产价值重估。本周 AI 板块强势反弹的主因之一,是 Coinbase 开发者团队正式推出专为 AI 代理构建的开源支付协议 x402 的 V2 版本。新版本默认支持多链,覆盖 Base、Solana 等生态原生代币支付,并可直接兼容 ACH 及银行卡网络等传统通道,为 AI 服务的商业化提供更高扩展性。

在这一利好驱动下,x402 生态资产显著走强。该轮表现也进一步验证了 2025 年中期的赛道趋势判断——AI 商业模型从概念迈向可规模化阶段。火币HTX 提前布局相关核心资产,为用户带来充分的行情捕捉空间。

PAYAI(PayAI Network):本周上涨 103%,属于 x402 生态 AI 板块。PayAI 是基于 ElizaOS、libp2p、IPFS 和 Solana 构建的一个开源、去中心化的人工智能代理市场。市场关注模型能力升级与生态扩展计划,成为资金抢跑 AI 板块的重要抓手。
SQD(Subsquid):上涨114%,AI 算力基础设施。SQD Network 是一个去中心化数据湖和查询引擎,旨在为开发人员提供高性能且无需许可的数据访问。算力需求增长预期升温带动估值修复,交易量显著提升,叙事与资金形成共振。

隐私协议再获追捧:ZBT、ZEC双双上涨

链上隐私能力被视为下一个周期的基础设施命题。隐私赛道受政策风向与行业结构调整推动持续升温,呈现“新老共振”的结构行情,火币HTX 丰富的资产覆盖度为用户提供多维布局选项。

ZBT(Zerobase):本周涨幅以 127% 居全场第一,隐私叙事爆点项目。Zerobase 是一个去中心化的加密基础设施网络,为 zkStaking、zkLogin 和 ProofYield 等产品提供支持,连接机构级 DeFi、用户隐私保护以及真实世界资产(RWA)策略,在保障隐私数据安全的同时确保系统的可验证性与可信性。
ZEC(Zcash):上涨22%,经典隐私资产代表。Zcash是一种去中心化、开源的加密互联网货币,基于14年 IEEE 会议上发布的 paper Zerocash Protocol 开发,采取零知识证明及多重账户机制保障交易的匿名性。

Meme季节性行情显现:DONKEY、MYRO、HIPPO 轮动走强

临近年末,Meme 情绪回暖,轻叙事、强流动性依旧是 Meme 类资产的优势特征。火币HTX 上多个 Meme 资产均取得不错上涨成绩。其波动性优势在火币HTX 平台获得更高交易效率,助力用户灵活把握结构行情。

DONKEY:本周上涨21%,BSC 生态 Meme,有一定的社区热度。其来源是币安创始人 CZ 发帖说自己是驴(I am a donkey)。驴在中国文化里被视为勤劳的象征,代表那些埋头苦干的人。
MYRO(Myro):上涨29%,SOL 生态 Meme。Myro 是以 Solana 创始人 Raj Gokal 的爱犬 Myro 而命名。这个项目向他和他的狗致敬,并响应了加密领域对以狗为主题的叙事的普遍需求。
HIPPO(sudeng):上涨33%,SUI 生态 Meme。$HIPPO 是 SUI 上粉丝创建的模因币,用来庆祝世界上最可爱的河马苏登。在新的社区驱动的管理下,该项目将部分利润捐赠给全球野生动物事业。

多赛道共振上扬:DeFi、L1生态同步回暖

除了热门叙事领域,多赛道资产轮动上涨,意味着增量资金回流迹象增强,年末结构性行情或将延续。

0G(Zero Gravity):上涨38%,属于DeFi+AI板块。Zero Gravity是一个去中心化 AI 操作系统,作为去中心化 AI 应用和区块链的基础层。它高效地协调存储、计算等硬件资源以及数据、模型等软件资产的利用,以应对 AI 工作负载的规模和复杂性。
SPK(Spark):上涨17%,受益于资金回流与协议预期提升。Spark 是一个链上资本分配器,目前已在 DeFi、CeFi 及 RWA 领域部署资金 38.6 亿美元。它通过自动根据市场条件动态调整资产配置,在保持审慎风险偏好的同时,大幅提升资本效率。
XPL(Plasma):上涨25%,属于L1生态。Plasma 是与 Layer 1 EVM 兼容的区块链,专为大容量、低成本的全球稳定币支付而构建。随底层网络生态扩展带来流量预期,价格持续震荡上行。

财富效应凸显:热门资产尽在火币HTX

随着 2025 年行情逐步复苏,赛道分化依旧显著。选择正确的交易场域与具备前瞻性资产储备的平台,将成为用户在新周期中取得优势的关键。本周涨幅名单中,火币HTX 均在多数项目早期布局阶段即已开启交易支持,用户得以在行情起点具备更多参与机会。

火币HTX 凭借敏锐的资产上线策略与交易生态优势,帮助用户在复杂行情中实现更高效的机会捕获。未来火币HTX 将继续围绕市场趋势、用户需求与行情周期变化,迭代平台策略,拓展优质资产与交易深度,为用户打造更高确定性的财富增值路径。更多行情与资产机会,尽在火币HTX。

关于火币HTX

火币HTX成立于2013年,经过12年的发展,已从加密货币交易所成为一个全面的区块链业务生态系统,涵盖数字资产交易、金融衍生品、研究、投资、孵化和其他业务。

火币HTX作为全球领先的Web3门户,秉承全球扩张、生态繁荣、财富效应、安全合规的发展战略,为世界虚拟货币爱好者提供全面、安全、可靠的价值与服务。

如需了解更多火币HTX信息,请访问https://www.htx.com/或HTX Square,并关注X、Telegram和Discord。如有进一步的疑问,请联系[email protected]。

HIP-3's Watershed Moment: After Trade.XYZ Swallows 90% of the Market, Multiple Players Exit One After Another

HIP-3 on Hyperliquid, enabling permissionless market creation, has fueled rapid growth with over $300 billion in cumulative trading volume. However, the ecosystem is undergoing a sharp consolidation. Trade.XYZ has captured a dominant market share, exceeding 90% of trading volume and 97% of open interest, driven by its first-mover advantage, use of USDC, and rapid asset expansion. This has created a significant liquidity flywheel effect, leaving other projects struggling. Several have recently shut down, including Felix and Ventuals, citing unsustainable competition and the high costs of market deployment. The initial 500,000 HYPE staking requirement (worth ~$35.9M) and subsequent auction costs for new assets present a high barrier to entry. Analysis shows most deployers face low annual yields and multi-year cost recovery periods, unlike Trade.XYZ's estimated 74% yield and 5-month payback. This centralization risks stifling innovation and limiting Hyperliquid's ecosystem diversity beyond perpetual contracts. Proposed solutions include a tiered exchange model with lower entry barriers and adjustments to the fee-sharing model for new markets to improve sustainability for smaller players.

marsbit11m ago

HIP-3's Watershed Moment: After Trade.XYZ Swallows 90% of the Market, Multiple Players Exit One After Another

marsbit11m ago

Has the Cryptocurrency Market Hit Bottom? Here's What Institutions Think

"Has the crypto market bottomed out? Major institutions are divided on the outlook, according to a recent analysis by Matt Hougan, Chief Investment Officer of Bitwise. Three prominent research firms published in-depth reports on the topic with differing conclusions. Galaxy Digital argues Bitcoin has not yet found its bottom, pointing to only 4 out of 13 historical bottoming indicators being met. Their analysis suggests a potential bottom range of $30,000 to $54,000. NYDIG adopts a more cautious stance, noting that while metrics are close to historical bear market lows, a classic panic-selling capitulation event is missing. They acknowledge the possibility of a bottom but consider it unlikely, citing structural changes from institutional adoption. In contrast, Standard Chartered Bank asserts the bottom is already in at around $59,000. Their revised bullish view, predicting a year-end target of $100,000, hinges on anticipated reductions in ETF selling pressure linked to events like a potential SpaceX IPO. Despite the surface-level disagreement on the exact price floor, the reports share significant common ground crucial for long-term investors. All three institutions agree that a market bottom will likely form within the current year, that current prices are closer to the bottom than to previous cycle highs, and that Bitcoin is poised for another major bull cycle in the future. The core takeaway is that while the precise bottom level remains debated, the long-term value proposition for Bitcoin remains strong and may even be strengthening. Key supportive trends include rising global debt, persistent inflation, declining trust in traditional institutions, accelerating digitization, and improving market infrastructure. Therefore, for investors with a long-term horizon, the focus should shift from pinpointing the exact bottom to recognizing that the cycle's peak is likely still ahead, making current levels an attractive entry point for substantial potential upside."

Foresight News16m ago

Has the Cryptocurrency Market Hit Bottom? Here's What Institutions Think

Foresight News16m ago

Arthur Hayes Acquires 3,000 ETH as Iran Deal Lifts Crypto Market Sentiment

BitMEX co-founder Arthur Hayes has significantly shifted his investment strategy by acquiring 3,000 ETH (worth approximately $5.4 million) from market maker Flowdesk. This large purchase marks a departure from his recent actions, which involved reducing exposure to several high-risk cryptocurrencies as a defensive move amid macroeconomic concerns. The transaction occurred against a backdrop of improved market sentiment, attributed to positive geopolitical developments, notably a conflict settlement involving Iran. This has contributed to increased risk appetite, lower oil prices, and a broader uptick in crypto assets. Hayes maintains a positive long-term outlook on Ethereum, emphasizing its role in decentralized finance and blockchain technology. Market observers view his substantial ETH accumulation as a significant signal for the digital asset market, highlighting how monetary policy and geopolitical factors influence liquidity and investor behavior.

TheNewsCrypto17m ago

Arthur Hayes Acquires 3,000 ETH as Iran Deal Lifts Crypto Market Sentiment

TheNewsCrypto17m ago

2029 Finale Prediction: When Cryptocurrency Completely "Vanishes", Who Can Remain in This Financial Upheaval?

By 2029, the crypto industry will have transformed into a largely invisible but foundational layer for traditional finance. This timeline outlines the key shifts from now until then. By mid-2026, the most sought-after assets on-chain will not be traditional tokens, but synthetic perpetual contracts for private, high-growth companies (like SpaceX, OpenAI). These become primary price discovery tools, highlighting the market's craving for real-world asset value. Most altcoins enter a sustained bear market as their fundamental lack of asset-backed value is exposed. In late 2026, the "AI + Crypto" narrative largely fades as AI giants prove they don't need crypto infrastructure, except for prediction markets betting on model performance. Simultaneously, a quiet but significant wave of tokenization for institutional assets (money market funds, private credit) begins. The industry splits into a noisy speculative economy and a silent institutional one. Throughout 2027, major public blockchain foundations pivot decisively to serve institutional clients, building compliance toolkits and sales teams. However, key sectors hit growth ceilings: private perpetual contracts are legally restricted from public promotion, stable币 growth is capped by looming political uncertainty, and tokenization projects remain cautious. In 2028, following a U.S. election assumed to maintain a regulatory (not prohibitive) stance, a pivotal change occurs. After a major liquidation crisis exposes the flaws of synthetic contracts lacking a real-asset anchor, new regulations allow the *public solicitation* of private security sales (secondary market shares) to accredited investors. This creates a legitimate, direct on-ramp for retail capital into previously illiquid private equity. By 2029, the resulting bull market is driven by trading in real, innovative company shares (biotech, robotics, AI labs), not speculative tokens. "Crypto" as a distinct asset class recedes; it becomes the mundane, unseen plumbing for this new global private markets infrastructure. Tokens that survive are those capturing real cash flows from this infrastructure. Speculation persists but is marginalized. The core questions posed at the start are answered: token value is tied to legally enforceable claims on real assets, frontier tech adoption happens via private market channels, and crypto's absorption into traditional finance is marked by its becoming boring and invisible. The key validation for this entire thesis is whether, by late 2028, a legal pathway exists for ordinary accredited investors to access private assets directly.

marsbit59m ago

2029 Finale Prediction: When Cryptocurrency Completely "Vanishes", Who Can Remain in This Financial Upheaval?

marsbit59m ago

After the U.S. Banned Fable 5, Zhipu's Stock Soared 47%

On June 15, Chinese AI company Zhipu's stock surged up to 47.6% in Hong Kong, closing with a 32.82% gain. This sharp rise followed two key industry events. On June 12, Anthropic was compelled by a U.S. government export control order to suspend global access to its latest flagship models, Claude Fable 5 and Claude Mythos 5, impacting developers and businesses reliant on them. The next day, Zhipu announced it was opening access to its new open-source flagship model, GLM-5.2, for all Coding Plan users, with API and model weights (under the MIT license) to follow. The Anthropic incident highlighted a critical shift in the AI industry: beyond raw capability, the stability, continuous accessibility, and control over AI models are becoming equally vital, especially as AI integrates deeper into business workflows. Zhipu's move, emphasizing that "frontier intelligence should not belong to a few nor be subject to arbitrary revocation," positioned its open, accessible model as an alternative. GLM-5.2 focuses on "Long Horizon Tasks" with a 1M context window, aiming for consistency in complex, extended projects. Market analysts suggest this event exposes the risk of dependency on closed-source models subject to single jurisdiction policies, potentially accelerating a shift toward domestic base models and localized deployments. The investment response indicates a new valuation metric is emerging—prioritizing which companies can provide AI capabilities that are not only advanced but also reliably and sustainably accessible.

marsbit1h ago

After the U.S. Banned Fable 5, Zhipu's Stock Soared 47%

marsbit1h ago

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3.0k Total ViewsPublished 2025.10.16Updated 2026.06.02

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