比推消息, Galaxy 投资人 Will Nuelle 在采访中回顾 2025 年时表示,团队最初将跨境支付视为核心主题,但真正的意外收获来自“加密支付卡”赛道。其指出,稳定币并非作为支付手段爆发,而是作为新兴市场获取美元的入口,通过卡片形式让用户消费其替代本币的储蓄资产。Galaxy 因此加大相关布局,投资了 Rain、RedotPay 等项目。展望 2026 年,Galaxy 关注链上借贷、储蓄净息差、证券化及永续股权等方向,并认为稳定币正重塑银行与存款体系,使互联网逐步演变为“银行”。
比推消息, Galaxy 投资人 Will Nuelle 在采访中回顾 2025 年时表示,团队最初将跨境支付视为核心主题,但真正的意外收获来自“加密支付卡”赛道。其指出,稳定币并非作为支付手段爆发,而是作为新兴市场获取美元的入口,通过卡片形式让用户消费其替代本币的储蓄资产。Galaxy 因此加大相关布局,投资了 Rain、RedotPay 等项目。展望 2026 年,Galaxy 关注链上借贷、储蓄净息差、证券化及永续股权等方向,并认为稳定币正重塑银行与存款体系,使互联网逐步演变为“银行”。
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