看了下,这两天强势的山寨大概是以下几个板块:
1、隐私币,龙头Zec,监管放宽,纳瓦尔领衔喊单,金融主权、去中心化等话题延伸。相关的有之前介绍过的隐私+ZK赛道次新币Prove,老牌隐私币XMR,Dash,Zen等等。
2、Hyperliquid,HIP3的推出,真正的链上金融市场,无需赘述。相关的可以看看Perp Dex赛道和HIP3相关的标的,但是我感觉Hype已经不仅仅是一个Perp Dex了。
3、X402,其实是已经被市场讨论了挺长一段时间,但是相关标的一直不温不火,直到Ping以Meme的形式出圈才彻底引燃。X402是用于AI智能体之间的支付协议,所以也带动了一批相关的山寨上涨,例如Virtual,Clanker等等。另外Eigen其实也很早就和谷歌合作推出了AP2,其中就包括了用X402实现加密支付。
以上标的我会作为近期主要观察对象,后续如果市场大跌,也可以优先选择,往往强势币的反弹是最迅猛的。
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