AI代理商，穩定幣和銀河數字：Novogratz對未來的願景

邁克·諾維格拉茨（Mike Novogratz）預測，AI代理商將推動採用Stablecoin。 Galaxy Digital的移動和更廣泛的趨勢表明了變革性的轉變。

The convergence of AI agents, stablecoins, and major players like Galaxy Digital is reshaping the financial landscape. Novogratz's recent insights offer a glimpse into this transformative future.

AI代理商，Stablecoins和像Galaxy Digital這樣的主要參與者的融合正在重塑金融景觀。 Novogratz最近的見解可瞥見這一變革性的未來。

Novogratz's Bold Prediction: AI as the Top Stablecoin User

Novogratz的大膽預測：AI為頂級穩定用戶

Galaxy Digital CEO Mike Novogratz made waves with his prediction that AI agents will soon become the largest users of stablecoins. He envisions a future where AI autonomously manages transactions, such as buying groceries, using stablecoins instead of traditional methods. This bold claim highlights the potential for AI to revolutionize how we interact with digital currencies.

Galaxy Digital Ceo Mike Novogratz的預測使AI代理人很快成為Stablecoins的最大用戶。他設想了一個未來，AI自主管理交易，例如購買雜貨，而不是傳統方法。這一大膽的主張突出了AI有可能徹底改變我們與數字貨幣互動的潛力。

Stablecoin Adoption on the Rise

穩定的採用率興起

Novogratz's prediction aligns with the increasing adoption of stablecoins across various industries. Tech giants like Apple, X, Airbnb, and Google are exploring stablecoins to reduce fees and improve cross-border payments. Retailers like Spar are already accepting stablecoins and cryptocurrencies in their stores. Visa has also expanded its stablecoin offerings, supporting various stablecoins on its settlement platform. Institutional interest is also high, with 90% of institutional players exploring or using stablecoins in their operations.

Novogratz的預測與在各個行業中越來越多地採用了穩定的人。 Apple，X，Airbnb和Google等科技巨頭正在探索Stablecoins，以減少費用並改善跨境支付。像SPAR這樣的零售商已經在商店中接受了穩定的貨幣和加密貨幣。 Visa還擴大了其穩定產品的產品，支持其和解平台上的各種Stablecoins。機構的興趣也很高，有90％的機構參與者在其運營中探索或使用穩定的人。

AI Agents and Web3: A Symbiotic Relationship

AI代理和Web3：共生關係

The integration of AI agents into Web3 is gaining momentum. Coinbase developers believe these agents will become Ethereum's biggest power users. Companies like Kite AI are developing infrastructure to support AI agents, raising significant funding from PayPal Ventures and others. These agents require specialized infrastructure and middleware to interact with complex systems, including Web3. Anoma is developing intent-based blockchain infrastructure to ensure secure and predictable transactions for AI agents. Clanker, a DApp that uses AI to create memecoins, has already generated substantial fees for its users.

將AI代理集成到Web3中的動力。 Coinbase開發人員認為，這些代理商將成為以太坊的最大權力使用者。像AI這樣的公司正在開發基礎設施以支持AI代理商，從Paypal Ventures等人那裡籌集了大量資金。這些代理要求專門的基礎架構和中間件與包括Web3在內的複雜系統進行交互。 Anoma正在開發基於意圖的區塊鏈基礎架構，以確保AI代理的安全和可預測的交易。 Clanker是一種使用AI來創建Memecoins的DAPP，已經為其用戶生成了大量費用。

Galaxy Digital's Moves and Market Sentiment

Galaxy Digital的動作和市場情緒

Recent on-chain data reveals that Galaxy Digital transferred a significant amount of Solana (SOL) to Coinbase, sparking speculation about potential institutional profit-taking. While the exact motivation remains uncertain, such moves often signal preparation for liquidity events. This transfer has led some analysts to predict a potential pullback in Solana's price. However, Solana's resilience and bullish uptrend since April suggest underlying strength.

最近的鏈上數據表明，Galaxy Digital將大量的Solana（SOL）轉移到了共同的基礎上，引發了人們對潛在的機構盈利的猜測。儘管確切的動機仍然不確定，但這種舉動通常會為流動性事件做準備。這種轉移導致一些分析師預測索拉納（Solana）價格的潛在回調。但是，自4月以來，索拉納（Solana）的韌性和看漲上升趨勢表明了潛在的​​力量。

Hayes's Perspective: Stablecoins as Tools of Pax Americana

海耶斯的觀點：穩定的人作為Pax Americana的工具

Arthur Hayes, founder of BitMEX, offers a compelling perspective on stablecoins as tools of Pax Americana. He argues that the U.S. Treasury is promoting stablecoins to consolidate Eurodollar systems and retail deposits from the Global South. Hayes believes that the U.S. government will support stablecoin issuers and protect tech giants to expand the use of the dollar globally. He envisions stablecoins driving growth in decentralized finance (DeFi) applications.

Bitmex的創始人Arthur Hayes對Stablecoins作為Pax Americana的工具提供了令人信服的觀點。他認為，美國財政部正在促進穩定的股幣，以鞏固全球南方的歐洲幣系統和零售押金。海耶斯認為，美國政府將支持Stablecoin發行人並保護科技巨頭，以擴大全球美元的使用。他設想了穩定的穩定劑在分散融資（DEFI）應用中推動增長。

DeFi's Future: Ethena, Ether.fi, and Hyperliquid

Defi的未來：Ethena，Ether.fi和超流動

Hayes highlights the potential of projects like Ethena, Ether.fi, and Hyperliquid to benefit from the growth of stablecoins. Ethena offers higher yield opportunities through lending to speculators, while Ether.fi provides a Visa-supported stablecoin spending card. Hyperliquid is transforming into a permissionless derivatives and spot giant. Hayes also introduces Codex, a stablecoin infrastructure project poised to become the first true crypto bank.

海耶斯強調了埃塞納，ether.fi和超級流動等項目的潛力，從而受益於穩定菌的增長。通過向投機者提供貸款，Ethena提供了更高的收益機會，而Ether.fi提供了簽證支持的Stablecoin支出卡。 Hyperliquid正在轉變為無許可的衍生品和斑點巨人。海斯還推出了Codex，這是一個有準備成為第一家真正的加密銀行的Stablecoin基礎架構項目。

Final Thoughts

最後的想法

The intersection of AI agents, stablecoins, and forward-thinking companies like Galaxy Digital is creating a dynamic and evolving landscape. As Novogratz pointed out, the future is likely to be heavily influenced by these autonomous systems and their interaction with digital currencies. Keep your eyes peeled – this is just the beginning of a wild ride!

AI代理商，Stablecoins和前瞻性公司（例如Galaxy Digital）的交集正在創造動態而不斷發展的景觀。正如Novogratz所指出的那樣，未來可能會受到這些自主系統及其與數字貨幣的互動的嚴重影響。睜大眼睛 - 這只是狂野旅程的開始！