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Check In Weekly, Win Prizes Weekly — Join the Fun!SKR: Decentralized Mobile EcosystemElsa: AI-Powered DeFi Agent Layer硅谷顶级科技投资基金 Altimeter Capital 合伙人 Freda Duan 最新观点指出,尽管编程已成为迄今为止最强劲的AI应用垂直领域,但在十亿级用户

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硅谷顶级科技投资基金 Altimeter Capital 合伙人 Freda Duan 最新观点指出,尽管编程已成为迄今为止最强劲的AI应用垂直领域,但在十亿级用户规模的加持下,Excel(电子表格)具备同样的爆发潜质,有望成为AI下一个真正的“超级垂直领域”。

这一趋势已引发行业巨头的实质性动作。公开消息显示,OpenAI 和 Anthropic 正积极向电子表格和生产力工作流领域扩张。市场分析认为,电子表格不仅拥有比编程更庞大的潜在市场规模(TAM),其作为应用软件“封装层”的特性,使其具备重塑整个软件行业的潜力。

投资者正密切关注这一逻辑的复现。以编程为例,该领域已诞生4家年经常性收入(ARR)超10亿美元的公司,另有至少7家公司以极快速度突破1亿美元ARR。若 Excel 能复制编程领域的“产品驱动增长”模式,其对 SaaS 及应用软件市场的价值重估将是颠覆性的。



这一投资逻辑的核心在于,电子表格不仅是终端市场,更是一个能够渗透至金融、CRM及内部工具开发的战略切入点,其用户基础和商业化路径与编程领域展现出惊人的相似性。

编程领域的启示:产品驱动的高效扩张

编程之所以成为目前最强的AI应用垂直领域,源于其具备三个稀缺属性:约2万亿美元的巨大潜在市场(据 ChatGPT 数据)、切入相邻用例的天然优势,以及无需传统销售和营销介入的产品驱动型市场进入策略(GTM)。



在结构上,编程市场与医疗、房地产或金融等需要复杂企业采购流程的领域截然不同。开发者能迅速识别优质工具并拥有直接的工具审批或费用报销影响力。只要工具能提升效率,企业通常对单一开发者的额外成本并不敏感。这种“自下而上”的传播模式,使得强劲的产品能以极低的销售成本迅速铺开。

超越编程:十亿级用户的电子表格市场

Excel 展现出与编程极为相似的垂直领域特征,且规模更为庞大。据 谷歌 Workspace 发布的2025年数据,其付费客户已超1100万,用户规模超30亿。金山软件(WPS Office)2024年12月报告显示全球月活跃设备达6.32亿,而 Microsoft 历史上曾披露约12亿 Office 用户。综合估算,全球每月的电子表格活跃用户群约为15亿至16亿。

这一庞大的用户基数意味着巨大的潜在市场。软件行业约1万亿美元的规模中,应用软件约占50%,而其中相当一部分——包括 CRM、Airtable、Smartsheet 以及财务、运营和分析工具——在本质上都可被视为巨大的“Excel 封装层”。若原生AI使 Excel 具备可编程性,其机会将超越 微软 Office 或 谷歌 Workspace 等单一产品,竞争边界将扩展至应用创建本身。

金融行业:高价值的天然切入点

在商业化路径上,金融行业被视为这一领域的逻辑起点,这也是 Anthropic 和 OpenAI 重点投入的方向。金融行业具备极高的人均利润和对生产力工具强烈的付费意愿,且分析师通常拥有类似开发者的预算直接支配权,清晰的投资回报率(ROI)使得产品能够实现自我销售。

从用户密度来看,美国金融服务和保险业从业者超670万,而全球范围内从事财务规划与分析(FP&A)、会计、审计及资金管理等泛金融职能的人员约1.5亿。这意味着在15.5亿电子表格用户中,约10%属于这一高价值、易变现的细分市场,为AI驱动的 Excel 工具提供了极佳的初始切入点。正如编程领域所证明的,一个具备大规模表面积的自服务、工作流原生工具,其扩展速度将快于几乎任何其他软件类别。



硅谷顶级科技投资基金 Altimeter Capital 合伙人 Freda Duan 最新观点指出

🇨🇳 中文版本｜Dogecoin 蓄势待发：4 个关键目标位 🚀 Dogecoin（DOGE）正在从沉睡中苏醒。 尽管加密市场整体偏弱、资金转向避险资产，DOGE 仍试图突破当前价格结构，重新进入市场焦点。 📊 市场观察： DOGE 已进入“活跃区间”，结束长时间横盘的迹象逐渐明显。一位分析师认为，DOGE 有望在逆风中突围。 🎯 4 个关键目标位： 1️⃣ $0.085 — 短期阻力位 2️⃣ 

🇨🇳 中文版本｜Dogecoin 蓄势待发：4 个关键目标位
🚀 Dogecoin（DOGE）正在从沉睡中苏醒。
尽管加密市场整体偏弱、资金转向避险资产，DOGE 仍试图突破当前价格结构，重新进入市场焦点。
📊 市场观察：
DOGE 已进入“活跃区间”，结束长时间横盘的迹象逐渐明显。一位分析师认为，DOGE 有望在逆风中突围。
🎯 4 个关键目标位：
1️⃣ $0.085 — 短期阻力位
2️⃣ $0.10 — 心理关口
3️⃣ $0.12 — 趋势反转区
4️⃣ $0.15 — 成交量配合下的“登月目标” 🚀
💡 结论：
宏观压力仍在，但 DOGE 的结构显示突破正在酝酿。
DOGE 会再次给市场惊喜吗？👀🐕

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#HTXCommunityNewYearCreationMarathon #DOGE #狗狗币 #Meme币

🇨🇳 中文版本｜Dogecoin 蓄势待发：4 个关键目标位 🚀 Dogecoin（DOGE）

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$ARPA Token Economics & GovernanceDusk: Privacy L1 for FinanceCreate Content for HTX and Win a Share of 1000U!Bitcoin (BTC) and other crypto majors plummeted late Tuesday below the $89,000 mark as a b

Bitcoin (BTC) and other crypto majors plummeted late Tuesday below the $89,000 mark as a broad risk-off move rippled through global markets, triggered by President Donald Trump’s renewed push for U.S. control of Greenland and threats of tariffs on European nations.The price of BTC plummeted to as low as $87,901 on Tuesday, retesting its lowest level since December 31. At press time, Bitcoin was trading around $88,932, having lost 2% since this time yesterday, according to crypto data aggregator CoinGecko. The alpha crypto has now wiped out all gains earned so far this year and is down 10% from its year-to-date high of just around $98,000.Ether sank roughly 5.6% to below $3,000, while Ripple’s XRP fell more than 1.7% on the day and over 11% on the week. Solana lost approximately 2.6% in 24 hours and about 11.4% over a seven-day period.Following the sudden crash, the crypto market witnessed over $1.8 billion in liquidations over the last 24 hours, with approximately $999 million tied to leveraged bullish bets, according to Coinglass data. Liquidation refers to when an exchange forcibly closes a trader’s position in a particular due to partial or total losses or insufficient margin to meet the maintenance requirements.A cascade of liquidations typically signals market extremes, where a price reversal could be on the horizon as market sentiment spikes in one direction.Many attribute the market volatility to President Donald Trump’s threatened tariffs on several European nations that declined his proposal tied to Greenland. The president has pushed for U.S. control or acquisition of Greenland over the last week, threatening European nations resisting the idea with trade tariffs and economic retaliation.Trump’s Greenland push and tariff threats have increased the risk of trade conflict and policy instability, pushing investors to cut exposure to global risk 

Bitcoin (BTC) and other crypto majors plummeted la

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Check In Weekly, Win Prizes Weekly — Join the Fun!Elsa: AI-Powered DeFi Agent LayerGWEI: Financializing Ethereum Blockspace區塊鏈調查員 ZachXBT 聲稱，從美國政府管制的錢包中盜取數百萬美元加密貨幣的罪魁禍首，這是一家受僱保護被扣押數位資產的公司執行長的兒子。 ZachX

區塊鏈調查員 ZachXBT 聲稱，從美國政府管制的錢包中盜取數百萬美元加密貨幣的罪魁禍首，這是一家受僱保護被扣押數位資產的公司執行長的兒子。

ZachXBT 公佈了他的詳細調查結果，稱一個網名為「Lick」的神秘人物（實為 John Daghita）從與美國政府相關的錢包中盜走了數千萬美元的加密貨幣。

他還聲稱，Daghita 是 Dean Daghita 的兒子，Dean Daghita 是 Command Services and Support (CMDSS) 公司的總裁兼首席執行官，該公司受美國法警署委託管理部分被扣押的加密貨幣。

公開記錄顯示，總部位於維吉尼亞州海馬克特的 CMDSS 公司於 2024 年 10 月獲得一份合同，協助法警署保管和處置所謂的「2-4 類」數位資產。

這些資產包括沒有主流中心化交易所支援的代幣，通常需要客製化處理。該說法尚未經過法庭檢驗，也未公開任何刑事指控。

截至發稿時，CMDSS尚未對此事發表官方評論。 ZachXBT的說法在1月23日的一篇報道中被曝光，該報道將同一網絡身份與超過9000萬美元的涉嫌非法加密貨幣活動聯繫起來。

調查

調查追蹤線索，最終指向一個與2016年Bitfinex駭客事件中被盜資產相關的美國政府錢包。在「Lick」與另一人在Telegram群聊中發生的爭執後，調查取得了進展。

當時，「Lick」共享了一個Exodus錢包的螢幕，顯示一個Tron地址持有約230萬美元，此前該地址剛剛收到約670萬美元的以太幣轉帳。交易結束後，約2300萬美元被集中到一個錢包。

經追溯交易記錄，ZachXBT 發現該錢包與一個地址關聯起來，該地址於 2024 年 3 月從一個美國政府控制的錢包中收到了 2,490 萬美元。

今日加密貨幣新聞精選：

儘管比特幣減記 6.8 億美元，Metaplanet 仍上調 2026 年業績展望

標籤：CEOUSAZachXBT

區塊鏈調查員 ZachXBT 聲稱，從美國政府管制的錢包中盜取數百萬美元加密貨幣的罪魁禍首，這是一家

🔥 Meme Coin Taking Crypto by Storm: Shiba Inu (SHIB) Update Despite weak market sentiment and rising global risks, Shiba Inu (SHIB) is showing signs that investors shouldn’t ignore. SHIB recently dipp

🔥 Meme Coin Taking Crypto by Storm: Shiba Inu (SHIB) Update
Despite weak market sentiment and rising global risks, Shiba Inu (SHIB) is showing signs that investors shouldn’t ignore. SHIB recently dipped to $0.0000087, down 25% from this year’s high, mainly due to the broader crypto market crash triggered by geopolitical tensions, new US tariffs, and rising Japanese bond yields.
📉 Why the drop?
Bitcoin & altcoins under pressure
SHIB burn rate plunged 98% (only ~500k tokens burned)
Shibarium TVL down nearly 50%
📊 Why a rebound is still possible?
SHIB has formed a large falling wedge pattern — often a bullish reversal signal
Exchange supply is falling, suggesting reduced sell pressure
🚀 A confirmed rebound could push SHIB back toward the key resistance at $0.000010.
Volatility creates risk — but also opportunity.
Are meme coins done… or just getting started? 👀💭


#HTXCommunityNewYearCreationMarathon #SHIB #MemeCoins #CryptoMarket #Altcoins #ShibaInu

Wait Wait wait ...... Let's take a ride now as today federal reserve injected $8.3 billion in liquidity at 9:00 AM ET.$GIGGLE This action signals the ongoing continuation of $55 billion liquidity supp

$ARPA Token Economics & GovernanceDusk: Privacy L1 for FinanceCreate Content for HTX and Win a Share of 1000U! Crypto Boom Ahead? Pantera Capital Pinpoints Major Catalysts For 2026 Success On Wednesda

Crypto Boom Ahead? Pantera Capital Pinpoints Major Catalysts For 2026 Success

On Wednesday, Pantera Capital, one of the largest venture capital firms in the crypto industry, released its latest blockchain letter. In this edition, the firm reflects on the challenges faced in 2025 while projecting optimism for the remaining months of 2026.

Pantera Capital Identifies Growth Catalysts

Pantera begins by acknowledging that last year was not fundamentally driven when it came to returns within the crypto markets. It cites macroeconomic factors, market positioning, and structural influences as the main drivers that shaped performance, particularly for assets beyond Bitcoin (BTC).

The firm highlights several positive developments, including the passage of the GENIUS Act and the rise of digital asset treasuries (DATs). These factors contributed to a more stabilized market sentiment, especially with the onset of Federal Reserve (Fed) rate cuts.

However, the firm also describes a challenging fourth quarter in 2025, where a significant selloff on October 10 led to the largest liquidation cascade in crypto history.

Despite this and many other setbacks during last year’s performance, Pantera expresses optimism about the future, identifying several catalysts poised to drive growth in the coming months.

First and foremost, institutional adoption of blockchain technology continues to expand. Many enterprises are now integrating blockchain into their core offerings, with examples like Robinhood’s tokenized equities and JPMorgan’s initiatives.

Moreover, the firm distinguished that there has been a notable drop in barriers to entry for major financial players into the crypto market, including sovereign reserves and large asset management firms.



Crypto Boom Ahead? Pantera Capital Pinpoints Major

Solana Staking Hits New All-Time High: Will Prices Follow? Solana (SOL) staking hit a new all-time high of $60 billion, with a ratio of 70%, which is also a new peak. High staking figures could be a s

Solana Staking Hits New All-Time High:

Claim1,200 USDT in the Monthly Creation ChallengeCheck In Weekly, Win Prizes Weekly — Join the Fun!Sent: Building the Open GRID Network Institutions Stay Bullish as 80% Plan to Buy More Bitcoin on Mar

Institutions Stay Bullish as 80% Plan to Buy More Bitcoin on Market Dips


Institutional investors still demonstrate great confidence in Bitcoin despite the recent volatility of the market. A December survey issued by Coinbase indicated that almost 80% of institutions reported that they would either purchase or retain more crypto in case the market declines by an additional 10 percent. This demonstrates a strong rationale in believing in digital assets over the long-term. In addition, it reflects disciplined behavior of investment. The Bitcoin is no longer being regarded as a speculative trade, but rather as a strategic asset in institutions.Meanwhile, the statistics show that 49 percent of the institutions intend to retain their roles. Meanwhile, another 31 percent intend to go with more exposure in downturns. This action is completely different with retail investors. Fear makes participants in the retail industry to sell. Institutions however prefer accumulating during weakness. As such, this trend generates high underlying demand.


Post-ATH Confidence Unchanged


Moreover, over 60 percent of institutions have held or increased their crypto since Bitcoin reached its peak in October 2025. This is an indication that investors do not consider recent pullbacks as trend reversal. Instead, they consider corrections as normal market cycles. The institutions are thus still setting themselves up to grow in future.


Besides, this accumulation usually serves as price support. The selling pressure is taken up by large investors. This aids in stabilization of the market. Such stages had been witnessed before major rallies in history. Consequently, this trend is perceived by analysts to be a positive structural indicator. Supply has been now taken over by long-term holders.


More to the point this survey points to a growing distance bet

Institutions Stay Bullish as 80% Plan to Buy More

Claim1,200 USDT in the Monthly Creation ChallengeCheck In Weekly, Win Prizes Weekly — Join the Fun!Sent: Building the Open GRID Network Как институциональные инвесторы оценивают текущее состояние битк

Как институциональные инвесторы оценивают текущее состояние биткоина? Coinbase объясняет!


В то время как биткоин (BTC) пережил ряд резких падений в последние месяцы, новый опрос Coinbase показывает, что 71% институциональных инвесторов считают биткоин недооцененным.


Согласно опросу, проведенному Coinbase, подавляющее большинство институциональных инвесторов считают текущую цену биткоина недооцененной.


Опрос, как сообщается, проводился с начала декабря по начало января, в нем приняли участие 75 институциональных и 73 частных инвестора.


По результатам опроса, 80% институциональных участников заявили, что если криптовалютный рынок упадет еще на 10%, они либо сохранят свои активы, либо купят больше биткоинов.


54% участников описали текущую структуру рынка как фазу накопления или медвежий рынок.


 Примерно 25% институциональных инвесторов сочли диапазон цен биткоина в 85 000–95 000 долларов, в котором он торговался во время опроса, «справедливой стоимостью», в то время как только 4% заявили, что биткоин переоценен.


Наконец, в отчете участники предположили, что если ФРС дважды снизит свою базовую процентную ставку в этом году, то последующее смягчение денежно-кредитной политики может создать благоприятную среду для рискованных активов.



Как институциональные инвесторы оценивают текущее

$ARPA Token Economics & Governance

Может кто подскажет куда можно перевести эти монеты на какую биржу чтоб продать их

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