牛市来临前夕,值得关注的冷门/创新叙事

marsbitPublished on 2026-08-25Last updated on 2026-08-25

Abstract

作者Haotian探讨了在牛市前夕值得关注的冷门或创新叙事。他认为熊市期间出现了一些有趣但尚未爆发的概念,值得持续留意。摘要如下: 1. **Hooks**:指Uniswap V4引入的Hooks功能,即允许开发者在AMM资金池的关键操作节点插入自定义逻辑的智能合约,为去中心化交易所带来更高可定制性。 2. **x402**:旨在重启HTTP协议中未充分利用的“402 Payment Required”状态码,使其成为AI智能体(Agent)自动支付的底层协议标准。 3. **RWAFI**:该叙事不仅关注将传统金融资产上链,更强调以其为基础流动性或通过资产代币化,在DeFi生态中构建新的可组合性玩法。 4. **Agentic Economy**:由Google推出的开放协议,目标是让不同框架的AI智能体能够相互发现、通信、委托任务并协作,从而成为AI智能体经济的通信基础,可衍生出社交、游戏等多种应用。 此外,文中还提及AI与加密货币结合的基建与应用、预测市场、永续合约DEX以及隐私赛道等持续热门的方向。作者最后提醒,文中列举的部分项目可能已无活跃度,内容仅供参考,不构成投资建议。

作者:Haotian

既然牛来了,大家都不知道玩啥,那么熊市期间哪些生不逢时,但却很有趣的冷门叙事可以继续关注下呢?(有些已经开始拉盘了)

1)Hooks:Uniswap V4 Hooks 是外部可自定义的智能合约,可以在AMM Pool生命周期的关键节点(初始化、添加/移除流动性、Swap 前后、捐赠、费用处理等)插入自定义逻辑。(uPEG\SATO\Slonks)

2)x402:重启HTTP长期保留但从未真正使用的402 Payment Required状态码,成为Agent Payment的支持底层;(PAYAI、dreams等)

3)RWAFI: 不止是资产上链,而是基于TradFi资产为底层流动性或把资产代币化叙事引入DeFi的可组合玩法;(Stonkbroker、INDEX等)

4)Agentic Economy: Google推出的开放协议,让不同框架的AI Agents能互相发现、沟通、委托任务并协作,成为Agentic Economy的通信底层。可以拓展一系列Agent社交、Agent游戏和Agent替代人的应用等有趣玩法。(Moltbook等)

此外,还有围绕AI+Crypto的Agent基建、应用、协议等一系列与AI有关的创新叙事。Prediction Markets和Perp Dex、隐私叙事这三个就不说了,一直都很火。

还有哪些有意思的叙事话题?大家可以在评论区补充补充。(上边提到的项目,大多已经死了,仅供参考,不要盲目投资。

Related Questions

Q文章中提到的Uniswap V4 Hooks是什么,有什么作用?

AUniswap V4 Hooks是可以在AMM资金池生命周期关键节点(如初始化、添加/移除流动性、Swap前后等)插入自定义逻辑的外部智能合约,用于拓展去中心化交易的功能和灵活性。

Qx402叙事的主要目标是什么?

Ax402叙事旨在重启HTTP长期保留但从未真正使用的“402 Payment Required”状态码,使其成为AI Agent之间支付和结算的底层通信协议支持。

Q什么是RWAFI叙事,它与传统的资产上链有何不同?

ARWAFI叙事不只是将传统金融资产上链,而是基于这些资产作为底层流动性,或将资产代币化叙事引入DeFi,从而创造出更多可组合的创新金融玩法。

Q文章中提到的Agentic Economy是基于什么协议,其目标是什么?

AAgentic Economy是基于Google推出的一个开放协议,目标是让不同框架的AI Agent能够互相发现、沟通、委托任务并协作,成为AI代理经济的通信底层基础设施。

Q作者对文章中提到的一些项目给出了什么重要提醒?

A作者提醒,文章中提到的项目大多是已经死掉的项目,内容仅供参考,警告读者不要以此作为依据进行盲目投资。

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