速览未来值得关注的13条加密赛道

区块律动Publicado a 2022-03-31Actualizado a 2022-03-31

Resumen

在加密世界,投资的时机至关重要。

在加密世界,投资的时机至关重要,尽早进入一个新兴行业或许是你获得成功的最佳机会。以下是我认为未来几年将获得显着增长的一些潜在叙事:
1. 流动性质押
以太坊主网转向权益证明 (PoS) 将是加密行业一个重要的拐点。
但是,它也有一定的局限性:用户需要质押至少 32 ETH,并并需要锁定他们的资金。
而使用 Lido 等协议,用户便可以存入任意数量的 ETH,并获得能够自由交易的权益凭证。

DAO

2. 碎片化 NFT
如果 100 万人可以拥有《蒙娜丽莎》会是怎样的?
对于实体收藏品来说,这当然是不可能的。
然而,NFT 却可以分为数千块。这为更多的投资者打开了艺术行业的大门,并消除了用户入场的高成本障碍。

DAO

3. 社交 Token
社交影响者需要通过更好的方法来从工作中获得收益,并与粉丝实现进一步的互动。
目前创作者受平台限制,只能被迫将利润拱手让给这些中介。
使用社交 Token,创作者可以对社区进行 Tokenization,并奖励自己以及粉丝的付出。

DAO

4. 期权
在股市中,每天都有近 5000 亿美元的期权交易。
整个 2021 年里,光 BTC 和 ETH 之间的期权交易额就达 3870 亿美元。
期权是加密领域的新兴产业,随着市场的成熟,该行业必将呈指数级增长。

DAO

5. 零知识证明
V 神表示,ZK Rollups 未来将会长期处理绝大多数以太坊交易。
这些技术允许 L2 公链及时向以太坊确认其状态,并实现隐私保护和可扩展性的大规模普及。

DAO

6.DAO 工具
从运营和管理的角度来看,DAO 仍有许多问题需要解决,这就需要对 DAO 工具进行创新。
有助于解决 DAO 中的去中心化、问责制、法律和贡献问题的协议很可能成为 2022 年的热门领域。
7. 跨链桥
当今顶级区块链存储着数万亿美元的价值,然而这些生态却彼此分离。
随着这些生态系统的不断发展,对有助于资产跨链、数据的可扩展性、去中心化的协议的需求将变得更加明显。(律动注,目前跨链桥解决方案风险较高,读者需自己做出判断)

DAO

8. 外汇市场
外汇市场的价值估计为 2.4 万亿美元,尽管规模巨大,但主要都保持在美元体系中,加密行业几乎没有捕捉到这些价值。
非美元稳定币的普及将成为数十亿用户加入加密生态系统的关键驱动力。

DAO

9.DAO 非治理
随着 DAO 的发展,它们的局限性变得更加明显。
一个控制系统只要涉及到人工干预,就会存在对手风险。
对此的一个潜在解决方案是 Reflexer 引入的非治理,其目的是随着时间的推移逐步消除人类因素的控制。

DAO

10. 空投
空投是帮助协议构建社区的有效方式。
最近,空投已经成为了针对其他平台的吸血鬼攻击工具,例如 LOOKS 空投。
我希望这些吸血鬼攻击会增加用户试图取代集中式组织的依赖程度。
11.PoS MEV
ETH 2.0 中的交易排序过程将与当前的 PoW 机制相同,这意味着在 ETH2.0 中仍然存在 MEV 机会,唯一的区别是验证者取代了矿工,负责交易排序的过程。

DAO

12.Rollups
在以太坊以 Rollup 为中心进行发展的路线图得以确定后,Rollups 在切换到 PoS 后的 ETH 2.0 中将发挥越来越重要的作用。
与 PoS 的合并将使其成为最安全、最去中心化的共识层,而数据分片和 Rollup 将能够支持高达 100,000 TPS 的吞吐量。
13.Token 化社区门控
加密世界的去平台化特性能让一些有趣的用例得以合并。
例如,Guild.xyz 就允许用户创建对任何具有高级逻辑要求的平台的门控访问,例如 NFT、属性、令牌、白名单等。

DAO

区块链生态系统还在不断创新并快速发展,虽然没有人可以预测未来,但我们至少可以推断出前进的方向。
NFT、DAO 和互操作性协议等领域的进步,正是这个奔腾时代的新兴代表。

Lecturas Relacionadas

Why P2P and Exchangers Are Becoming Obsolete, and What Will Replace Them

Titled "Why P2P and Exchanges Are Becoming Obsolete, and What Will Replace Them," this article discusses the evolution of stablecoins, particularly USDT, from a trading tool to a global payment method. However, converting crypto back to fiat for daily expenses remains a challenge. The process of using P2P platforms or crypto exchanges has become increasingly risky and complex due to stricter banking anti-fraud measures, new legislation in Russia, and rampant fraud schemes like "triangles," where sellers can inadvertently receive stolen funds. The article highlights that while P2P was convenient, banks now scrutinize frequent peer-to-peer transfers, often freezing accounts. Exchanges also pose risks like unfavorable rates and unclear compliance. The market is therefore shifting towards integrated services that eliminate the manual conversion step. It cites OneSix as an example—a crypto wallet accessible via Telegram and web that embeds currency conversion directly into payment and withdrawal scenarios. Users can pay bills or send money as if using a bank app, with the crypto-to-fiat exchange happening seamlessly in the background. It also offers invoicing for freelancers and conducts AML checks, returning suspicious transactions instantly instead of freezing them. In conclusion, as crypto integrates into everyday finance, the demand for manual, risky exchange methods is declining. The future lies in unified platforms that combine storage, compliance, conversion, and payments into a single, secure user experience.

cryptonews.ruHace 16 min(s)

Why P2P and Exchangers Are Becoming Obsolete, and What Will Replace Them

cryptonews.ruHace 16 min(s)

The CEO of MARA Holdings Compares AI Operations to Bitcoin Mining! Which is More Profitable?

Fred Thiel, CEO of MARA Holdings (a major Bitcoin mining company), states that the rapid growth of the artificial intelligence (AI) sector is transforming mining companies' business models. He claims that powering data centers for AI is significantly more profitable than Bitcoin mining. In a recent interview, Thiel explained why many mining firms are diversifying into AI infrastructure. According to Thiel, the energy demands of data centers are surging, especially due to the spread of generative AI applications. This creates new revenue opportunities for Bitcoin mining companies with robust power infrastructure. MARA Holdings is among those monitoring this shift and aims to develop its energy and infrastructure services for AI data centers. Thiel emphasized that this move toward AI does not mean the end of Bitcoin mining. He stated that Bitcoin mining remains a sustainable business model, especially for miners in regions with low electricity costs, and it is still a crucial field for utilizing excess or idle power capacity. In recent years, many Bitcoin mining companies have begun using their energy-intensive infrastructure not just for block production but also for high-performance computing (HPC) and AI applications. This strategy aims to diversify revenue sources and increase resilience against cryptocurrency market volatility. Analysts note that the growing energy demand in the AI sector presents significant transformation opportunities for mining companies. The need for high-power, uninterrupted electricity supply, particularly for large data centers, gives Bitcoin miners with existing energy infrastructure expertise a considerable advantage.

cryptonews.ruHace 27 min(s)

The CEO of MARA Holdings Compares AI Operations to Bitcoin Mining! Which is More Profitable?

cryptonews.ruHace 27 min(s)

Ratio's CEO Says Multi-Currency Stablecoins Could Eliminate Costly FX Conversions in Asia

The CEO of Ratio, John Cho, argues that multi-currency stablecoins could save Asia billions by eliminating costly foreign exchange conversions in regional trade. While USD stablecoins like USDT and USDC work for global settlements, local Asian trade is conducted in local currencies like the Korean won or Singapore dollar. Forcing these transactions through USD intermediaries creates unnecessary costs and currency risk. Cho envisions a complementary ecosystem where local-currency stablecoins work alongside USD stablecoins, enabling seamless cross-border settlements without conversion friction. A key pain point in traditional banking is the need for pre-funded Nostro and Vostro accounts, which lock up vast amounts of working capital. Blockchain-based settlement layers like Ratio offer a 24/7 alternative, using on-chain liquidity to enable instant execution even when traditional channels are closed. Modern Web3 infrastructure providers are focusing on pragmatic integration with existing corporate systems like ERPs, allowing businesses to gradually shift volumes to digital channels for better speed, cost, and reduced slippage. Clear regulation is cited as the critical catalyst for widespread institutional adoption. As jurisdictions like the U.S. advance legislation (e.g., the CLARITY Act) and Asian countries are expected to pass their own stablecoin laws within 12-24 months, regulatory uncertainty is receding. The ultimate vision is for regulated stablecoins to become an invisible settlement layer integrated into national payment systems, where payments simply happen on-chain, erasing the boundary between traditional banking and digital assets.

cryptonews.ruHace 46 min(s)

Ratio's CEO Says Multi-Currency Stablecoins Could Eliminate Costly FX Conversions in Asia

cryptonews.ruHace 46 min(s)

Huang Xiaoming, Li Bin, Lei Jun, Liang Wenfeng... Who Are the Biggest Winners in the CXMT IPO Feast?

Changxin Technology, a leading Chinese memory chip manufacturer, successfully listed on the Shanghai Stock Exchange's STAR Market (科创板) on July 8, 2026. Its share price surged from the IPO price of 8.66 yuan to close at 49 yuan on the first day, catapulting its market capitalization to 3.28 trillion yuan, making it the most valuable A-share company and triggering a massive wealth creation event. The biggest winners were the company's founder, Zhu Yiming, and its employees. Zhu Yiming's family wealth skyrocketed nearly 300% to approximately $13.9 billion, with his direct stake in Changxin valued at around 80 billion yuan. Additionally, over 6700 employees benefited from stock ownership plans, creating at least 237 new millionaires (in CNY). Zhu also pledged to donate 768 million shares, worth over 37.6 billion yuan, for future employee incentives over a ten-year period. Several prominent investors and corporate clients also reaped significant paper gains from the IPO. Notable figures include: * **Liang Wenfeng**, founder of DeepSeek, whose funds netted a paper profit of approximately 827 million yuan. * **Kong Jianping**, founder of Nano Labs, saw his indirect holdings valued at roughly 940 million yuan. * **Li Bin**, founder of Nio, whose company's strategic investment of 158 million yuan is now worth about 740 million yuan. * **Lei Jun**, founder of Xiaomi, whose subsidiary holds shares currently showing a paper gain of over 736 million yuan. Xiaomi clarified this is a corporate investment, not direct personal wealth. The article notes that while this IPO created immense wealth for insiders and large investors, retail investors who were lucky enough to win an allotment in the lottery typically profited by around 20,000 yuan. The listing solidifies Changxin's position as China's premier domestic memory chipmaker.

marsbitHace 56 min(s)

Huang Xiaoming, Li Bin, Lei Jun, Liang Wenfeng... Who Are the Biggest Winners in the CXMT IPO Feast?

marsbitHace 56 min(s)

Trading

Spot
活动图片