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ZC Zhang
ZC Zhang
AI 对加密市场的影响也在反转。AI Agent 需要新的金融基础设施，区块链在资产流转和开放结算上具备天然优势；AI 越强大，隐私和数据安全就越重要。再加上 RWA 逐渐落地，全球资产上链、无边界定价，都可能为加密市场带来新的增量。 从长期叙事来看，我更关注 AI × Crypto、隐私赛道，以及有真实业务和收入支撑的 RWA 基建。例如 $ZEC 、$NEAR ，核心是逻辑清晰，能够围绕长期叙事持续发展。 再看市场表现，自 BTC 去年见顶以来，前 50 大山寨币中只有 9 个跑赢 BTC。近三个月，UNI、$AAVE 、LINK、ENA、TAO、BNB 等少数项目表现强于 BTC。
Gallery 1
HYPEUSDTPerp4xBuyOpen position
Trade
Floating PnL
+0.63%
Average sub-order price86.32Mark price86.46
Snapshot at Oct 12, 2026, 04:03
$AAVE-4.27%
BNB-3.20%
4 more
04:03 · 10/12/26·2.46K views·Posted on OKX Orbit

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