Web3Caff Research\u5206\u6790\u5e2bShirleyLi\u7684\u4e00\u4efd\u7d9c\u5408\u5831\u544a\u5206\u6790\u4e86\u93c8\u4e0a\u96b1\u79c1\u8a08\u7b97\u7684\u95dc\u9375\u8def\u5f91\u3002Zama \u73fe\u5728\u5df2\u7d93\u6210\u70ba\u4f30\u503c\u8d85\u904e $10 \u5104\u7f8e\u5143\u7684\u7368\u89d2\u7378\uff0c\u5b83\u63d0\u4f9b\u7684\u300c\u96b1\u79c1\u589e\u5f37\u6a21\u7d44\u300dZama Protocol \u53ef\u4ee5\u90e8\u7f72\u5728\u73fe\u6709\u7684 EVM \u93c8\u4e0a\uff0c\u4ee5\u89e3\u6c7a\u91d1\u878d\u8cc7\u7522\u3001\u8eab\u4efd\u9a57\u8b49\u548c\u6cbb\u7406\u6295\u7968\u7684\u96b1\u79c1\u9700\u6c42\u3002fhEVM \u67b6\u69cb\u5141\u8a31 Ethereum \u667a\u6167\u578b\u5951\u7d04\u5728\u52a0\u5bc6\u4e0b\u904b\u4f5c\uff0c\u4e26\u6709\u53ef\u80fd\u64f4\u5c55\u81f3 AI\u3001RWA \u548c\u5408\u898f\u91d1\u878d\u3002\u5b8c\u5168\u540c\u614b\u52a0\u5bc6 (FHE) \u61c9\u7528\u7684\u4e3b\u8981\u6311\u6230\u5305\u62ec\u6548\u80fd\u5ef6\u9072\u3001\u7f3a\u4e4f\u6a19\u6e96\u5316\u4ee5\u53ca\u751f\u614b\u7cfb\u7d71\u6210\u719f\u5ea6\u3002<\/p>\n
\u5728\u91cd\u8981\u7684\u91d1\u878d\u65b0\u805e\u4e2d\uff0cTether \u6700\u65b0\u62ab\u9732\u7684\u6578\u64da\u986f\u793a\u5176\u6301\u6709\u7684\u7f8e\u570b\u570b\u5eab\u50b5\u5238\u5df2\u8d85\u904e $120 \u5104\u7f8e\u5143\u3002\u9019\u500b\u6578\u5b57\u8d85\u904e\u4e86\u963f\u806f\u914b\u548c\u5fb7\u570b\u7b49\u4e3b\u6b0a\u570b\u5bb6\u7684\u6301\u6709\u91cf\uff0c\u4f7f\u8a72\u7a69\u5b9a\u5e63\u767c\u884c\u5546\u6210\u70ba\u5168\u7403\u7b2c 18 \u5927\u7f8e\u50b5\u6301\u6709\u8005\u3002<\/p>\n
\u52a0\u5bc6\u8ca8\u5e63\u4ea4\u6613\u6240 BTCTurk \u78ba\u8a8d\u906d\u5230\u99ed\u5ba2\u5165\u4fb5\uff0c\u591a\u500b\u93c8\u4e0a\u71b1\u9322\u5305\u7e3d\u8a08\u6d41\u51fa\u8d85\u904e $48 \u767e\u842c\u7684\u7570\u5e38\u8cc7\u91d1\uff0c\u5b89\u5168\u96b1\u6182\u56e0\u800c\u7a81\u986f\u3002\u8a72\u4e8b\u4ef6\u5f71\u97ff\u4e86\u6bd4\u7279\u5e63\u3001\u4ee5\u592a\u574a (ETH)\u3001\u96ea\u5d29 (AVAX)\u3001Arbitrum (ARB)\u3001Base (BASE)\u3001\u6a02\u89c0 (OP) \u548c Polygon (POL) \u93c8\u3002<\/p>\n
\u6bd4\u7279\u5e63\u6316\u7926\u786c\u9ad4\u5e02\u5834\u7684\u7279\u9ede\u662f\u5be1\u982d\u58df\u65b7\u7d50\u69cb\uff0c\u5169\u5bb6\u4e2d\u570b\u516c\u53f8 Bitmain \u548c Canaan \u63a7\u5236\u4e86\u7d04 97% \u7684\u5e02\u5834\u4efd\u984d\u3002\u5728\u524d\u7f8e\u570b\u653f\u5e9c\u5c0d\u4e2d\u570b\u5546\u54c1\u5fb5\u6536\u9ad8\u95dc\u7a05\u4e4b\u5f8c\uff0c\u9019\u4e9b\u516c\u53f8\u5c07\u90e8\u5206\u751f\u7522\u9077\u79fb\u81f3\u99ac\u4f86\u897f\u4e9e\u3001\u6cf0\u570b\u548c\u5370\u5c3c\u3002<\/p>\n
Solana Mobile \u662f Solana Labs \u7684\u5275\u65b0\u5c08\u6848\uff0c\u6b63\u5728\u958b\u767c\u6df1\u5ea6\u6574\u5408\u52a0\u5bc6\u539f\u751f\u529f\u80fd\u7684\u667a\u6167\u578b\u624b\u6a5f\u3002\u8a72\u5c08\u6848\u65e8\u5728\u63d0\u4f9b\u5ab2\u7f8e Web2 \u88dd\u7f6e\u7684\u4f7f\u7528\u8005\u9ad4\u9a57\uff0c\u540c\u6642\u878d\u5165 Web3 \u5143\u7d20\uff0c\u8457\u91cd\u65bc\u589e\u5f37\u53ef\u7528\u6027\u3001\u5b89\u5168\u6027\u548c\u6548\u80fd\u3002<\/p>\n
Circle \u6b63\u5f0f\u63a8\u51fa\u5176\u5c08\u5c6c\u7684 Arc \u5340\u584a\u93c8\uff0c\u9019\u662f\u5c08\u70ba USDC \u7a69\u5b9a\u5e63\u6253\u9020\u7684 Layer1 \u7db2\u8def\u3002\u6b64\u8209\u6a19\u8a8c\u8457 Circle \u8e0f\u5165\u767c\u884c\u5c08\u5c6c\u5340\u584a\u93c8\u7684\u8da8\u52e2\uff0c\u4e26\u5728\u7a69\u5b9a\u5e63\u6307\u6a19\u6fc0\u589e\u7684\u60c5\u6cc1\u4e0b\u51fa\u73fe\u3002<\/p>\n
\u5c08\u5bb6\u5206\u6790\u6df1\u5165\u63a2\u8a0e\u5c07\u52a0\u5bc6\u8ca8\u5e63\u7d0d\u5165\u7f8e\u570b 401(k) \u9000\u4f11\u8a08\u756b\u7684\u554f\u984c\uff0c\u95e1\u660e\u7f8e\u570b\u9000\u4f11\u91d1\u5236\u5ea6\u7684\u529f\u80fd\uff0c\u4ee5\u53ca\u6578\u4f4d\u8cc7\u7522\u5728\u5176\u4e2d\u53ef\u80fd\u626e\u6f14\u7684\u89d2\u8272\u3002<\/p>\n
\u5728\u975e\u6d32\uff0c\u8907\u96dc\u7684\u91d1\u878d\u74b0\u5883\u7d93\u5e38\u6703\u59a8\u7919\u4f01\u696d\u71df\u904b\uff0c\u800c\u52a0\u5bc6 OTC \u670d\u52d9\u6b63\u9010\u6f38\u6210\u70ba\u7a69\u5b9a\u4ee3\u5e63\u652f\u4ed8\u7684\u91cd\u8981\u300c\u96b1\u5f62\u5f15\u64ce\u300d\uff0c\u63d0\u4f9b\u4e86\u4e00\u500b\u53ef\u884c\u7684\u66ff\u4ee3\u65b9\u6848\uff0c\u8b93\u60a8\u53ef\u4ee5\u907f\u958b\u9280\u884c\u9650\u5236\u548c\u8ca8\u5e63\u6ce2\u52d5\u3002<\/p>\n
\u93c8\u4e0a\u9818\u57df\u7684\u5408\u898f\u6027\u9700\u8981\u7684\u4e0d\u50c5\u50c5\u662f\u5340\u584a\u93c8\u5206\u6790\u5de5\u5177 (BAT)\u3002\u4e00\u7a2e\u65b0\u7684\u65b9\u6cd5\u4e3b\u5f35\u5c07\u93c8\u4e0a\u4ea4\u6613\u8a8d\u77e5 (KYT) \u5354\u5b9a\u8207\u93c8\u4e0b\u6cd5\u5e63\u4ea4\u6613\u76e3\u63a7\u89e3\u6c7a\u65b9\u6848\u76f8\u7d50\u5408\uff0c\u4ee5\u52a0\u5f37\u7a69\u5b9a\u5e63\u652f\u4ed8\u7684\u53cd\u6d17\u9322 (AML) \u5de5\u4f5c\u3002<\/p>\n
\u96a8\u8457\u52a0\u5bc6\u8ca8\u5e63\u76f8\u95dc\u72af\u7f6a\u6d3b\u52d5\u7684\u589e\u52a0\uff0c\u57fa\u672c\u7684\u93c8\u4e0a\u8ffd\u8e64\u77e5\u8b58\u5c0d\u6240\u6709\u751f\u614b\u7cfb\u7d71\u53c3\u8207\u8005\u4f86\u8aaa\u8b8a\u5f97\u5fc5\u4e0d\u53ef\u5c11\u3002\u5b89\u5168\u516c\u53f8 SlowMist \u767c\u4f48\u4e86\u4e00\u672c\u95dc\u65bc\u5340\u584a\u93c8\u8cc7\u7522\u8ffd\u8e64\u7684\u624b\u518a\uff0c\u5c07\u904e\u53bb\u7684\u5c08\u696d\u6280\u80fd\u6c11\u4e3b\u5316\u3002<\/p>\n
\u672c\u9031\u503c\u5f97\u6ce8\u610f\u7684\u767c\u5c55\u5305\u62ecSnapshot \u5c31 LayerZero \u57fa\u91d1\u6703\u6536\u8cfc Stargate \u7684\u63d0\u6848\u9032\u884c\u6295\u7968\uff1bVirtuals Protocol \u5347\u7d1a\u5176 Genesis \u6a21\u5f0f\uff1bStarknet \u63d0\u51fa SNIP 33 \u7528\u65bc\u53bb\u4e2d\u5fc3\u5316\u9a57\u8b49\uff1bCircle Gateway \u7684\u8de8\u93c8\u57fa\u790e\u8a2d\u65bd\u5728\u4e3b\u7db2\u8def\u4e0a\u7dda\uff1bEthSign \u63a8\u51fa\u5176\u8d85\u7d1a\u61c9\u7528\u7a0b\u5f0f Orange Dynasty\uff1bArc \u5ba3\u4f48\u63a8\u51fa\u7a69\u5b9a\u5e63\u5916\u532f RFQ \u7cfb\u7d71\uff1bKaito \u767c\u4f48\u4e0a\u534a\u5e74\u66f4\u65b0\u548c\u6210\u9577\u8a08\u756b\uff1bJito \u8ad6\u58c7\u4e0a\u7684\u65b0\u6cbb\u7406\u63d0\u6848 JIP-25 \u548c JIP-XX\uff1b\u52a0\u5bc6\u521d\u5275\u516c\u53f8 Legion \u5b8c\u6210\u7531 VanEck \u9818\u6295\u7684 $5 \u767e\u842c\u7a2e\u5b50\u8f2a\uff1b\u93c8\u4e0a\u80a1\u7968\u4ea4\u6613\u5e73\u53f0 StableStock \u5b8c\u6210\u7531 YZi Labs \u53c3\u6295\u7684\u7a2e\u5b50\u8f2a\u878d\u8cc7\u3002<\/p>\n
\u514d\u8cac\u8072\u660e\uff1a\u4f5c\u70ba\u4e00\u500b\u5340\u584a\u93c8\u8cc7\u8a0a\u5e73\u53f0\uff0c\u6240\u767c\u4f48\u7684\u6587\u7ae0\u50c5\u4ee3\u8868\u4f5c\u8005\u548c\u5609\u8cd3\u7684\u500b\u4eba\u89c0\u9ede\uff0c\u4e0d\u4ee3\u8868Web3Caff\u7684\u7acb\u5834\u3002\u5167\u5bb9\u50c5\u4f9b\u8cc7\u8a0a\u5206\u4eab\uff0c\u4e0d\u69cb\u6210\u4efb\u4f55\u6295\u8cc7\u5efa\u8b70\u6216\u8981\u7d04\u3002\u5efa\u8b70\u8b80\u8005\u9075\u5b88\u6240\u5728\u570b\u5bb6\u6216\u5730\u5340\u7684\u76f8\u95dc\u6cd5\u5f8b\u6cd5\u898f\u3002<\/p>","protected":false},"excerpt":{"rendered":"
A comprehensive report by Web3Caff Research analyst ShirleyLi analyzes the critical path for privacy computing on-chain. Zama, now a unicorn with a valuation exceeding $1 billion, offers its ‘privacy enhancement module,’ Zama Protocol, which can be deployed on existing EVM chains to address privacy needs for financial assets, identity verification, and governance voting. The fhEVM […]<\/p>","protected":false},"author":1,"featured_media":3868,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"om_disable_all_campaigns":false,"footnotes":""},"categories":[35],"tags":[],"class_list":["post-3869","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-market-insight"],"_links":{"self":[{"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/posts\/3869","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/comments?post=3869"}],"version-history":[{"count":0,"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/posts\/3869\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/media\/3868"}],"wp:attachment":[{"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/media?parent=3869"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/categories?post=3869"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/theexchain.com\/zh\/wp-json\/wp\/v2\/tags?post=3869"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}