AI代理商，稳定币和银河数字：Novogratz对未来的愿景

迈克·诺维格拉茨（Mike Novogratz）预测，AI代理商将推动采用Stablecoin。 Galaxy Digital的移动和更广泛的趋势表明了变革性的转变。

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这样的主要参与者的融合正在重塑金融景观。 Novogratz最近的见解可瞥见这一变革性的未来。

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

Novogratz的大胆预测：AI为顶级稳定用户

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的预测使AI代理人很快成为Stablecoins的最大用户。他设想了一个未来，AI自主管理交易，例如购买杂货，而不是传统方法。这一大胆的主张突出了AI有可能彻底改变我们与数字货币互动的潜力。

Stablecoin Adoption on the Rise

稳定的采用率兴起

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的预测与在各个行业中越来越多地采用了稳定的人。 Apple，X，Airbnb和Google等科技巨头正在探索Stablecoins，以减少费用并改善跨境支付。像SPAR这样的零售商已经在商店中接受了稳定的货币和加密货币。 Visa还扩大了其稳定产品的产品，支持其和解平台上的各种Stablecoins。机构的兴趣也很高，有90％的机构参与者在其运营中探索或使用稳定的人。

AI Agents and Web3: A Symbiotic Relationship

AI代理和Web3：共生关系

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.

将AI代理集成到Web3中的动力。 Coinbase开发人员认为，这些代理商将成为以太坊的最大权力使用者。像AI这样的公司正在开发基础设施以支持AI代理商，从Paypal Ventures等人那里筹集了大量资金。这些代理要求专门的基础架构和中间件与包括Web3在内的复杂系统进行交互。 Anoma正在开发基于意图的区块链基础架构，以确保AI代理的安全和可预测的交易。 Clanker是一种使用AI来创建Memecoins的DAPP，已经为其用户生成了大量费用。

Galaxy Digital's Moves and Market Sentiment

Galaxy Digital的动作和市场情绪

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.

最近的链上数据表明，Galaxy Digital将大量的Solana（SOL）转移到了共同的基础上，引发了人们对潜在的机构盈利的猜测。尽管确切的动机仍然不确定，但这种举动通常会为流动性事件做准备。这种转移导致一些分析师预测索拉纳（Solana）价格的潜在回调。但是，自4月以来，索拉纳（Solana）的韧性和看涨上升趋势表明了潜在的力量。

Hayes's Perspective: Stablecoins as Tools of Pax Americana

海耶斯的观点：稳定的人作为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的创始人Arthur Hayes对Stablecoins作为Pax Americana的工具提供了令人信服的观点。他认为，美国财政部正在促进稳定的股币，以巩固全球南方的欧洲币系统和零售押金。海耶斯认为，美国政府将支持Stablecoin发行人并保护科技巨头，以扩大全球美元的使用。他设想了稳定的稳定剂在分散融资（DEFI）应用中推动增长。

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

Defi的未来：Ethena，Ether.fi和超流动

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.

海耶斯强调了埃塞纳，ether.fi和超级流动等项目的潜力，从而受益于稳定菌的增长。通过向投机者提供贷款，Ethena提供了更高的收益机会，而Ether.fi提供了签证支持的Stablecoin支出卡。 Hyperliquid正在转变为无许可的衍生品和斑点巨人。海斯还推出了Codex，这是一个有准备成为第一家真正的加密银行的Stablecoin基础架构项目。

Final Thoughts

最后的想法

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）的交集正在创造动态而不断发展的景观。正如Novogratz所指出的那样，未来可能会受到这些自主系统及其与数字货币的互动的严重影响。睁大眼睛 - 这只是狂野旅程的开始！