ChainCatcher 消息,BitMine 董事长 Tom Lee 在新加坡 TOKEN2049 峰会上演讲表示,加密市场已进入 “全面牛市”,如果要为本轮牛市确定一个起点,他认为是在今年 8 月。Tom Lee 称,从四年周期来看,市场底部已经出现,本轮周期可能成为 “有史以来最大的加密牛市”。
Tom Lee 表示,与此前周期相比,本轮牛市存在四个新的驱动力,包括机构推动的资产代币化、未来十年的代际财富转移、数字资产财库公司(DAT)对加密资产供给的持续吸收,以及 AI Agent 支付等 AI 与 Crypto 融合场景的发展。他认为,传统金融资产向链上迁移将成为重要增量资金来源,而 AI Agent 未来更可能使用加密钱包完成支付与结算。
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