《胡润百富》对话孙宇晨:Web3 变革周期下的价值流通新范式

marsbit2026-05-29 tarihinde yayınlandı2026-05-29 tarihinde güncellendi

Özet

近日,波场TRON创始人孙宇晨在接受《胡润百富》专访时指出,区块链行业正从“可行性验证”迈入“全球普及”的关键阶段。他强调,区块链的核心价值在于构建开放、普惠的价值互联网,其长期目标是让全球任何人,无论是否拥有银行账户,都能低成本、高效地转移和使用资金。 孙宇晨认为,历经多轮周期后,行业真正能穿越周期的项目必须基于真实需求。目前,以稳定币为核心的链上支付已成为最成熟且具备规模化能力的应用场景。波场TRON已发展为全球最大的稳定币流通网络之一,链上USDT流通量超过863亿美元,这源于跨境转账、日常支付等真实需求的持续驱动。这一趋势是技术对传统金融体系的“自然替代”,得益于区块链的开放性和传统跨境支付的效率瓶颈。 在战略层面,孙宇晨将成功要素总结为“数据驱动的迭代、快速执行与用户导向”的结合,并强调清晰方向、分层管理和全员主人翁意识对于在高速变化中保持竞争力的重要性。他以波场与Tether合作推出TRC-20 USDT为例,指出该决策基于对市场趋势、网络效应和风险回报的综合判断,最终构筑了生态的核心壁垒。 全球化方面,孙宇晨指出,Web3虽具跨境属性,但落地仍需深度适配本地合规、用户习惯及商业环境,构建本地合作网络至关重要。同时,他看好AI与区块链的融合,认为AI是对“思考与决策能力”的重构,两者的结合将在数据、算力和智能执行层面推动下一阶段技术演进。 最后,他建议行业参与者和年轻创业者,在不确定的环境中应持续学习、快速适应,并聚焦打造不可替代的核心优势。波场TRON正通过基础设施、全球化布局和技术前瞻,持续推动价值互联网的落地演进。

Web3行业迈入深水区、全球金融基础设施加速重构的背景下,区块链正由早期探索走向规模化应用。作为在商业与投资领域具有广泛影响力的权威机构,知名杂志《胡润百富》的深度专访被视为重要的行业风向标。近日,波场TRON创始人孙宇晨在接受《胡润百富》专访时,围绕稳定币支付、全球化路径及AI融合趋势等核心议题,系统阐述其对行业演进与长期价值的判断,其观点亦折射出Web3基础设施从可行性验证迈向全球普及的关键阶段。

稳定币构建全球价值流通网络,Web3基础设施迈入规模化阶段

在《胡润百富》的专访中,孙宇晨以极为简洁的语言概括了其长期所致力的核心目标:让全球任何一个人,无论身处何地、是否拥有银行账户,都能低成本、高效率地转移和使用自己的资金。这一表述从根本上揭示了区块链技术的价值本质——构建开放、普惠的价值互联网。

他进一步指出,区块链行业历经多轮牛熊周期后,真正能够穿越周期的项目,必须建立在真实需求与实际使用之上。链上用户规模与交易量的持续增长,是其判断行业方向的重要依据。在这一背景下,以稳定币为核心的链上支付体系,已成为当前最成熟且具备规模化能力的应用场景。

在《胡润百富》的专访中,孙宇晨提到,波场TRON已在短时间内发展为全球最大的稳定币流通网络之一,其链上资产转移规模甚至已超过部分传统支付网络。这一增长并非源于短期市场情绪,而是基于真实用户在跨境转账、价值存储及日常支付等场景中的持续使用。官方数据显示,目前波场TRON链上的USDT流通量已超过863亿美元,这一规模体现出真实用户需求驱动下的强劲网络效应。

从结构性优势来看,稳定币支付的规模化得益于两方面因素:一方面,区块链网络具备开放性与无需许可的特征,使其能够覆盖传统金融体系难以触达的用户群体;另一方面,传统跨境支付体系在效率、成本及用户体验方面的局限,为新一代基础设施提供了显著的替代空间。孙宇晨认为,这一趋势本质上是技术进步对既有金融体系的自然替代,而非短期竞争。

全球化战略与技术融合并进,构建Web3长期竞争优势

在谈及企业增长与战略决策时,孙宇晨在《胡润百富》专访中提出了高度体系化的方法论。他将成功要素总结为数据驱动的迭代、快速执行与用户导向的结合,并强调在高速变化的技术环境中,单一维度的能力已难以支撑长期竞争力,必须通过三者的协同实现高效试错与精准决策。

在组织层面,他提出方向清晰、分层支撑与全员主人翁意识的管理框架,以避免在高速扩张过程中出现偏离与失控。这种强调扁平化与敏捷性的组织结构,被视为Web3企业在高不确定性环境中保持竞争力的重要基础。

具体到关键战略决策,孙宇晨在《胡润百富》专访中回顾了波场TRONTether合作推出TRC-20 USDT的案例。他表示,这一决策基于对市场趋势、竞争格局及风险回报比的综合判断:稳定币是金融体系演进的长期趋势,头部资产具备显著的网络效应,而该领域的上行空间远大于潜在风险。事实证明,该合作成为波场TRON生态的重要增长引擎,并构筑了其在稳定币领域的核心竞争壁垒。

在全球化布局方面,孙宇晨强调,Web3虽具备天然的跨境属性,但实际落地仍高度依赖本地合规与文化适配。在《胡润百富》的专访中,他指出,不同市场在监管框架、用户习惯及商业环境上存在显著差异,项目能否成功,往往取决于对这些差异的理解深度以及本地合作网络的构建能力。

此外,孙宇晨对AI技术的发展亦表达了明确判断。他在专访中表示,AI并非简单的工具升级,而是对思考与决策能力的重构,其与区块链在数据、算力及智能执行层面的结合,将成为下一阶段技术演进的重要方向。区块链为AI提供去中心化基础设施,而AI则提升区块链系统的智能化与用户体验,两者的融合具备长期战略价值。

面向行业参与者与年轻创业者,孙宇晨在《胡润百富》专访中给出的核心建议是:在高度不确定的环境中,持续学习与快速适应是最关键的能力。同时,应在理解行业全局的基础上进行聚焦投入,打造不可替代的核心优势,而非在多条赛道中分散资源。

从早期的技术验证与市场探索,逐步迈入以稳定币为代表的规模化应用阶段,并向AI融合与全球合规落地延伸。在这一进程中,波场TRON正通过基础设施能力、全球化战略与技术前瞻布局,持续推动价值互联网的落地与演进。

İlgili Sorular

Q根据文章内容,波场TRON创始人孙宇晨在接受《胡润百富》专访时,提出的长期核心目标是什么?

A孙宇晨提出的长期核心目标是:让全球任何一个人,无论身处何地、是否拥有银行账户,都能低成本、高效率地转移和使用自己的资金。

Q孙宇晨认为当前最成熟且具备规模化能力的Web3应用场景是什么?

A孙宇晨认为,以稳定币为核心的链上支付体系,已成为当前最成熟且具备规模化能力的应用场景。

Q文章中提到孙宇晨将企业成功的要素总结为什么?

A孙宇晨将企业成功的要素总结为“数据驱动的迭代、快速执行与用户导向”三者的结合。

Q孙宇晨如何看待AI技术与区块链的关系?

A孙宇晨认为,AI是对“思考与决策能力”的重构,其与区块链在数据、算力及智能执行层面的结合,将成为下一阶段技术演进的重要方向。区块链为AI提供去中心化基础设施,而AI则提升区块链系统的智能化与用户体验,两者的融合具备长期战略价值。

Q对于Web3项目在全球化落地方面,孙宇晨强调了哪些关键点?

A孙宇晨强调,Web3虽具备天然的跨境属性,但实际落地仍高度依赖本地合规与文化适配。不同市场在监管框架、用户习惯及商业环境上存在显著差异,项目能否成功取决于对这些差异的理解深度以及本地合作网络的构建能力。

İlgili Okumalar

Morning Post | Bitmine Plans to Raise $300 Million Through Preferred Stock Issuance; Polymarket Accuses Kalshi of Commercial Espionage

ChainCatcher's Daily Crypto Brief: Key developments from the past 24 hours include significant funding moves, regulatory actions, and market predictions. Bitmine announced a $300 million preferred stock fundraising. Polymarket accused rival prediction platform Kalshi of corporate espionage, citing numerous suspicious coincidences in product launches, a claim Kalshi strongly denied. The U.S. Department of Justice, in a joint "Disruption Week" anti-fraud operation with companies like Coinbase and Meta, froze over $3.8 million in cryptocurrency linked to scams. In infrastructure news, Macau completed its integration with the multi-central bank digital currency bridge, mBridge, aiming to build efficient cross-border payment channels. Cosmos Labs acquired the block explorer Mintscan. Market-wise, Geoffrey Kendrick, Standard Chartered's Head of Digital Assets Research, stated Bitcoin is nearing a bottom around $63,000, maintaining a year-end target of $100,000. He noted stability in U.S. spot Bitcoin ETF holdings. Ahead of SpaceX's anticipated IPO, internal insiders at Rocket Lab (RKLB) sold over $18.41 million in stock. In tokenization, Goldman Sachs partnered with Apex and Archax to launch a tokenized real estate fund. The meme token tracker GMGN reported the top trending tokens: on Ethereum, HEX, SHIB, LINK, PEPE, mUSD; on Solana, TROLL, swarms, WORLDCUP, neet, Buttcoin; and on Base, PEPE, toby, ODDS, ELSA, SKI.

链捕手4 dk önce

Morning Post | Bitmine Plans to Raise $300 Million Through Preferred Stock Issuance; Polymarket Accuses Kalshi of Commercial Espionage

链捕手4 dk önce

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

Title: 55TB to 28TB? The Rumor and Panic Behind the Potential Halving of Rubin's Memory. On June 4th, a report from SemiAnalysis suggested NVIDIA's next-gen Vera Rubin NVL72 AI rack may ship with roughly 28TB of SOCAMM DRAM per rack instead of the anticipated 55TB, primarily using 96GB modules. This sparked a market panic, causing Micron's stock to drop over 10% on fears of halved memory demand. However, the article argues this panic is misguided for several key reasons. First, SOCAMM modules are socketed and upgradeable, not soldered. Lower initial configuration doesn't mean permanent demand loss. Second, the primary driver is a severe 2026 LPDDR5X supply shortage, not diminished need. NVIDIA is likely prioritizing rack shipments with available components. Third, with fixed total LPDDR5X supply, using less per rack could allow NVIDIA to ship *more* racks, not necessarily reducing overall memory orders. Micron's sharp drop was also attributed to a broader semiconductor sell-off triggered by Broadcom's earnings, with the SemiAnalysis report providing a convenient narrative for profit-taking after Micron's massive rally. In summary: the report on lower default configurations is likely accurate, but interpreting it as a demand collapse is wrong. The real risk for Micron lies in its reportedly minimal HBM4 share for Rubin, not in potentially flexible SOCAMM demand. The sell-off appears more like a correction amplified by coinciding negative catalysts.

marsbit21 dk önce

55TB to 28TB? The Rumor and Panic Behind Rubin's Memory Being Halved

marsbit21 dk önce

Exclusive from Yingke | Tang Wenbin's 'Yuanli Lingji' Merges with Logistics Robotics Company, and Secures Investment from Zhipu, SenseTime, Jieyue, and Others

Exclusive report: Embodied AI company "Yuanli Lingji" recently completed a new round of financing from major AI model firms including Zhipu AI, Stepfun, and SenseTime, alongside continued investments from industrial backers like Huaqin and SAIC Hengxu. Founded in March 2025 by Tang Wenbin, former co-founder and CTO of Megvii, Yuanli Lingji is a general-purpose embodied AI model company. In a notable move, the company has merged with logistics robotics firm "Atomix" (formerly known as Yuanli Juhe) through a share acquisition. Atomix, which originated from Megvii's logistics robotics business led by Tang in 2016 and was spun off in July 2024, has grown to become the world's second-largest supplier of pallet shuttle robots, with annual revenue nearing 1 billion RMB and over 500 projects globally for clients like Uniqlo and CATL. This merger aims to break the industry's "data deadlock" by combining Atomix's extensive real-world operational data from more than 20 countries with Yuanli Lingji's model training capabilities. The company's embodied AI model "DM0" utilizes a cross-domain training approach, integrating internet semantics, autonomous driving rules, and robotics data to achieve hardware-agnostic, precise manipulation even with a compact 2.4B parameter size. The collective investment from key AI players and the strategic merger signal a shift in the competitive landscape, as major model companies pivot from language tokens to physical actions ("from Token to Action"). The industry is entering a consolidation phase where hardware, AI models, data, and application scenarios converge to scale embodied intelligence, a trend mirrored by recent moves from giants like ByteDance and Skild AI.

marsbit29 dk önce

Exclusive from Yingke | Tang Wenbin's 'Yuanli Lingji' Merges with Logistics Robotics Company, and Secures Investment from Zhipu, SenseTime, Jieyue, and Others

marsbit29 dk önce

U.S. Stock Market Trends: Dow Hits New High, Nasdaq Falls, Whom Did Broadcom's Slap Wake Up?

U.S. Stocks Split: Dow Hits Record High as Nasdaq Slips; Broadcom's Plunge Sparks Rotation On June 4, the U.S. stock market saw a sharp divergence. The Dow Jones surged 875 points (+1.73%) to a record high of 51,561.93, while the Nasdaq Composite edged down 0.09%. The S&P 500 rose 0.41%. The primary catalyst was a sharp sell-off in AI-related chip stocks, led by Broadcom (AVGO). Despite reporting a 143% year-over-year jump in AI semiconductor revenue to $10.8 billion, the company's shares plunged about 14%. This was triggered by its maintained long-term AI revenue target, which failed to meet heightened expectations for a stock that had gained 55% this quarter and traded at a high P/E ratio. The slide dragged down the broader semiconductor sector and the technology板块. Conversely, money rotated into sectors like Healthcare (+3.14%), Financials (+2.67%), and Real Estate (+1.87%). UnitedHealth and Goldman Sachs were major contributors to the Dow's gains. The rotation was attributed to a search for value outside overheated tech names and a slight dip in Treasury yields. In other major news, SpaceX confirmed its IPO for June 12, targeting a record $75 billion raise at a ~$1.75 trillion valuation. Additionally, initial jobless claims rose to a four-month high, adding nuance to the labor market narrative ahead of the key May non-farm payrolls report. The day's action signaled that while the AI growth story remains intact, excessive valuations are prompting a market reassessment. Funds are moving, at least temporarily, from high-flying tech to more defensive and value-oriented sectors. The sustainability of this rotation hinges on upcoming economic data, particularly the jobs report, and the market's absorption of the massive SpaceX IPO.

marsbit32 dk önce

U.S. Stock Market Trends: Dow Hits New High, Nasdaq Falls, Whom Did Broadcom's Slap Wake Up?

marsbit32 dk önce

From 'Old Dogs' to 'New Darlings': How AI is Revaluing Old Infrastructure, from Dell to Nokia

"Old Dogs" Become AI's New Darlings: Revaluing Legacy Infrastructure The AI investment narrative is shifting. Beyond the spotlight on core chipmakers like Nvidia, a new wave of interest is rising for legacy tech companies—Dell, HPE, Nokia, Cisco, Corning, Western Digital—once labeled as slow-growth, outdated stories. This resurgence stems from AI's evolution from model development to real-world deployment, creating massive demand for physical infrastructure. As AI moves into data center construction and enterprise adoption, the focus turns to who can actually build and deliver complex systems. These established players hold decades of experience in supply chains, integration, networking, and enterprise delivery—assets now critical for scaling AI. The revaluation can be grouped into three key infrastructure areas: 1. **Servers & Integration (e.g., Dell, HPE):** They are becoming essential system integrators, transforming GPUs into full-scale AI servers with networking, power, and cooling, then delivering them to clients. Strong recent earnings and AI-specific revenue/order growth for Dell and HPE underscore this shift. 2. **Networking & Connectivity (e.g., Corning, Nokia, Cisco):** As AI clusters grow, high-speed data transfer becomes paramount. Corning benefits from fiber demand for data center links, Nokia is exploring AI-integrated wireless networks (AI-RAN), and Cisco sees surging orders for data center switches—all critical for efficient AI operations. 3. **Storage (e.g., Western Digital, Seagate):** The AI data explosion requires vast capacity. Beyond high-speed memory (HBM), there's growing need for high-capacity HDDs to store training data, logs, video, and cold/archival data cost-effectively. This revaluation, however, is not a blanket endorsement. True reassessment requires concrete proof: AI-driven orders and revenue growth, upward revisions to company guidance, and sustainable improvements in profit quality, not just top-line sales. In essence, AI is not turning all old tech firms into high-growth stocks; it is selectively re-pricing the "old assets" of companies that are mission-critical for building the new AI infrastructure, transforming their legacy capabilities into renewed growth engines.

marsbit41 dk önce

From 'Old Dogs' to 'New Darlings': How AI is Revaluing Old Infrastructure, from Dell to Nokia

marsbit41 dk önce

İşlemler

Spot
Futures

Popüler Makaleler

SUN Nasıl Satın Alınır

HTX.com’a hoş geldiniz! SUN (SUN) satın alma işlemlerini basit ve kullanışlı bir hâle getirdik. Adım adım açıkladığımız rehberimizi takip ederek kripto yolculuğunuza başlayın. 1. Adım: HTX Hesabınızı OluşturunHTX'te ücretsiz bir hesap açmak için e-posta adresinizi veya telefon numaranızı kullanın. Sorunsuzca kaydolun ve tüm özelliklerin kilidini açın. Hesabımı Aç2. Adım: Kripto Satın Al Bölümüne Gidin ve Ödeme Yönteminizi SeçinKredi/Banka Kartı: Visa veya Mastercard'ınızı kullanarak anında SUN (SUN) satın alın.Bakiye: Sorunsuz bir şekilde işlem yapmak için HTX hesap bakiyenizdeki fonları kullanın.Üçüncü Taraflar: Kullanımı kolaylaştırmak için Google Pay ve Apple Pay gibi popüler ödeme yöntemlerini ekledik.P2P: HTX'teki diğer kullanıcılarla doğrudan işlem yapın.Borsa Dışı (OTC): Yatırımcılar için kişiye özel hizmetler ve rekabetçi döviz kurları sunuyoruz.3. Adım: SUN (SUN) Varlıklarınızı SaklayınSUN (SUN) satın aldıktan sonra HTX hesabınızda saklayın. Alternatif olarak, blok zinciri transferi yoluyla başka bir yere gönderebilir veya diğer kripto para birimlerini takas etmek için kullanabilirsiniz.4. Adım: SUN (SUN) Varlıklarınızla İşlem YapınHTX'in spot piyasasında SUN (SUN) ile kolayca işlemler yapın.Hesabınıza erişin, işlem çiftinizi seçin, işlemlerinizi gerçekleştirin ve gerçek zamanlı olarak izleyin. Hem yeni başlayanlar hem de deneyimli yatırımcılar için kullanıcı dostu bir deneyim sunuyoruz.

626 Toplam GörüntülenmeYayınlanma 2024.12.12Güncellenme 2025.03.21

SUN Nasıl Satın Alınır

Tartışmalar

HTX Topluluğuna hoş geldiniz. Burada, en son platform gelişmeleri hakkında bilgi sahibi olabilir ve profesyonel piyasa görüşlerine erişebilirsiniz. Kullanıcıların SUN (SUN) fiyatı hakkındaki görüşleri aşağıda sunulmaktadır.

活动图片