Gate Ventures:避险情绪升温,预测市场、稳定币与基础设施领域加速释放潜力

链捕手
6 hours ago

ChainCatcher 消息,据 Gate Ventures 最新周报显示,受地缘政治风险升级与 AI 竞争格局变化影响,上周美股三大指数全线收跌,能源价格显著走高,黄金与美债等避险资产走势分化。加密市场则延续结构性行情,比特币、以太坊分别涨 1.5% 和 3.6%,现货 BTC 及 ETH ETF 均保持净流入。

行业发展方面,监管与现实应用持续成为本周焦点。日本便利店巨头 Lawson 联合 Netstars 推进稳定币支付试点,进一步推动稳定币进入日常消费场景;韩国计划将数字资产正式纳入国家资产管理框架,并探索政府债券及国有资产代币化,RWA 基础设施建设持续提速。欧洲方面,MiCA 过渡期结束后持牌机构总数增至 294 家,尽管新增牌照数量有所放缓,但机构参与热度不减。

投融资方面,上周加密行业共录得 16 笔融资事件,高度集中在基础设施领域:其中 Alpaca 完成 1.35 亿美元融资,加码代币化证券及 AI 金融基础设施;Flex 完成 7000 万美元融资,进一步拓展稳定币跨境支付网络,持续印证资本市场对数字金融基础设施的长期看好。Gate Ventures 认为,随着全球监管框架逐步完善、传统金融与区块链融合不断深化,数字资产生态有望迎来更加成熟、多元的发展阶段。

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