AI、元宇宙概念币回头涨 TAO近7天飙涨88% RNDR今年已翻6倍多

金色财经Опубліковано о 2024-07-08Востаннє оновлено о 2024-07-08

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随着比特币价格近期冲高至37,000 美元,加密货币市场中的各大板块也开始轮动,众多热点百花齐放,除了各个公链上的铭文赛道、Solana 链上的迷因币,还有沉寂已久的挖矿代币,不仅如此,连AI、元宇宙概念币涨势也相当强劲。

AI概念币TAO近7天飙涨88%

据了解,TAO 是开源P2P 协议Bittensor 一种加密货币,主要用来奖励那些提供机器学习服务的矿工,同时也鼓励用户抵押该加密货币来获得更好的网路服务。

另一方面,Bittensor 是一种创新的开源协议,用于构建更智能的机器学习模型。它运用了一种叫做「分散专家混合」的技术,这意味着它把多个专门处理不同问题的模型结合起来,形成一个更准确的综合模型。除此之外,它还用作交易媒介,让用户能够在Bittensor 网路上交换服务和资源。

在上周四(16)日,Bittensor 项目社群发布公告,宣布著名的加密货币风险投资公司Pantera 和Collab Currency 已成为TAO 代币的持有者,并将为该项目的生态系统发展提供更多支持,消息一出,一周飙涨88.7%,从143 美元附近左右一路上涨至278 美元,市值跃升至42 名。

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TAO 一周飙涨88%|Source:Coingecko

元宇宙概念币RNDR近7天上涨46%

图像运算项目Render Network 是OTOY 公司旗下基于区块链上的分散式GPU 渲染解决方案供应商,旨在连接更多创作者跟空闲的GPU,让渲染不再局限于硬体条件,只需花费很少的时间和成本,并为创作者提供数位版权管理,进一步推动元宇宙的发展。

OTOY 创立于2008 年,RNDR 于2017 年10 月进行代币公售。Render Network 网路已于2020 年4 月全面上线使用,目前已和苹果、微软Azure、谷歌、迪士尼、Unity 等大公司达成双向合作。此外,RNDR 于2021 年末获得Multicoin 领投的3000 万美元融资。

根据Coingecko 数据,RNDR 目前总流通量为3.7 亿枚,总供应量为5.3 亿枚,过去一周内涨幅45.7%,今年迄今已上涨634%,价格落在3.46 美元一颗,总市值已达12.9 亿美元。

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The Ambition of the OEM: Dissecting Leju Robot's External Investments to Understand the 'Ecosystem Positioning' Battle in the Humanoid Robot Track

Leju Robotics, a leading humanoid robot manufacturer from China, is aggressively building an industrial ecosystem through strategic investments as it pursues a public listing. Founded in 2016 and known for its "Kuavo" robot, Leju saw its revenue surge to 258 million yuan in 2025, though it remains unprofitable. Its IPO plan, submitted in May 2026, outlines a strategy focused on cost reduction and full-stack capability development. Analysis of Leju's 13 disclosed investments reveals a three-pronged approach to securing its value chain. First, it targets core components like precision actuators (e.g., Lingxinqiaoshou), joint modules, and motors to control costs and supply. Second, it invests in software and AI layers, including companies working on foundational models and embodied intelligence datasets, to develop an independent "brain" while maintaining partnerships with giants like Huawei. Third, it forms alliances with firms in logistics and service robotics to transform from a hardware seller into a solution provider for real-world applications. While this investment network aims to create a competitive moat and support Leju's industrialization story, risks persist. The company faces ongoing losses, declining gross margins, and potential industry price wars. Many investments are early-stage with long payback periods and unproven synergistic benefits. Leju's strategy exemplifies how humanoid robot players are moving beyond pure R&D to ecosystem competition, betting that controlling the "hard work" of the supply chain will be the ultimate barrier to entry.

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The Ambition of the OEM: Dissecting Leju Robot's External Investments to Understand the 'Ecosystem Positioning' Battle in the Humanoid Robot Track

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