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Delphi Digital发布2025年十大预测,包括预测BTC在2025年有更大上涨空间等

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2025-01-15 21:00:13
Delphi Digital于X平台发布2025年十大预测,具体为:
1、BTC在2025年有更大的上涨空间,月度RSI在70-90之间都会是牛市,机构和监管将是本次BTC上涨的催化剂;
2、Solana将超越以太坊,Solana有着更好的用户体验和内容叙事,SVM是增长最快的alt-vm生态,有助于增强网络效应;
3、NFT将卷土重来,胖企鹅、Milady和Azuki的空投或会引发其他NFT项目的效仿;
4、DeFi升级为DeAI,改变用户与DeFi的交互方式;
5、AI Agent成为一级VC,未来不会再是用户间的PvP,而由代理进行,2025年至少有3个代理框架成为独角兽;
6、高吞吐量链将推动创新,关注Hyperliquid、Sui、Monad、Berachain和MegaETH;
7、DePIN将东山再起,一个大型DePIN项目成功实现了自给自足导致整个DePIN赛道评估上升,Helium、Doublezero和Hivemapper值得关注,还需关注医疗保健和电网运行;
8、2025是zkVM变革之年,zkVM将提高rollup间的互操作性并拓展开发者市场;
9、AI将为GameFi带来新的机遇,比如AI驱动的开发工具、AI NPC,Virtual Game Framework和Eliza与Unreal和Unity的整合可能会改变AI游戏的游戏规则;
10、消费者DeFi将是下一个前沿赛道。比如,zkTLS将允许Web2数据被上链,随着发行方与分销方的激励达成一致,收益共享稳定币规模将扩大。
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