[{"type":"paragraph","children":[{"text":"a16z crypto在2026年前瞻报告中揭示了加密行业的关键转向，从单纯的资产上链转向追求\"原生\"(Native)。这标志着Web3正在像电力和互联网一样,渗透进我们生活的毛细血管。"}]},{"type":"paragraph","children":[{"text":"💰 金融重构:从改良到重塑"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"稳定币成为新一代结算层","bold":true},{"text":":全球稳定币市值突破3067亿美元,年交易量达46万亿美元(PayPal的20倍,Visa的3倍)\n"},{"text":"USDT占据60.17%市场份额","bold":true},{"text":"(1845亿美元),USDC紧随其后(769亿美元)\n"},{"text":"RWA革命","bold":true},{"text":":从链下资产映射转向链上原生发起,未来债务资产将从诞生起就生长在链上\n"},{"text":"永续合约","bold":true},{"text":"作为加密原生衍生品,将成为新兴市场资产的主要交易形式\n"}]},{"type":"paragraph","children":[{"text":"🤖 AI经济:硅基文明的基石"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"AI专属银行体系","bold":true},{"text":":Coinbase的x402协议和Google的AP2框架正在构建AI智能体间的自动化支付网络\n**KYA(了解你的代理)**将比KYC更紧迫——金融服务中非人类身份已达人类的96倍\n"},{"text":"开放网络经济新范式","bold":true},{"text":":基于区块链的微支付与溯源系统,让AI使用内容时自动向创作者支付费用\n"}]},{"type":"paragraph","children":[{"text":"🔐 隐私安全:原生免疫机制"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"隐私即服务","bold":true},{"text":"将成为基础设施标准,企业级应用的必需品\n"},{"text":"从\"代码即法律\"到\"规则即法律\"","bold":true},{"text":":智能合约将内置动态护栏,基于数学证明的确定性安全\n未来主流公链必须具备原生隐私保护能力\n"}]},{"type":"paragraph","children":[{"text":"🌐 边界突破:技术外溢效应"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"预测市场","bold":true},{"text":":2026年将迎来规模与广度的双重爆发,AI智能体将成为主要参与者\n"},{"text":"投注型媒体","bold":true},{"text":":评论员发表预测时需在链上质押Token,信誉源于切身利益相关\n"},{"text":"可验证计算","bold":true},{"text":":zkVM性能飞速提升,SP1 Hypercube仅需16个GPU即可实现以太坊区块的实时证明\n零知识证明技术让加密走出区块链,服务于通用云计算\n"}]},{"type":"paragraph","children":[{"text":"⚡️ 核心转变"}]},{"type":"paragraph","children":[{"text":"\"轻交易,重建设\"(Light on Trading, Heavy on Building)","bold":true},{"text":" ——这是对过去十年发展路径的深刻反思。2026年,随着监管明晰、合规路径清晰,真正解决问题、创造价值、构建基础设施的团队将迎来黄金时代！"}]},{"type":"paragraph","children":[{"text":"💡 关键洞察"}]},{"type":"paragraph","children":[{"text":"加密技术不再仅是金融的旁支,它正演变为AI、隐私乃至人类社会协作的底层操作系统。当加密技术变得像空气一样不可或缺且不可感知时,数字文明的基石才算真正奠定。"}]},{"type":"paragraph","children":[{"text":"📖 深度解读原文: 👇\n"},{"type":"link","url":"https://blog.ju.com/zh-hans/a16z-2026-crypto-trends-report/?utm_source=blog","children":[{"text":"https://blog.ju.com/zh-hans/a16z-2026-crypto-trends-report/?utm_source=blog"}]},{"text":""}]},{"type":"paragraph","children":[{"text":""},{"type":"topic","character":"a16z","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"加密趋势","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"AI","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"区块链","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"DeFi","children":[{"text":""}]},{"text":" "}]}]

[{"type":"paragraph","children":[{"text":"a16z crypto's 2026 outlook reveals a pivotal shift in the crypto industry—from simple asset tokenization to pursuing true \"Native\" solutions. This marks Web3's evolution into a foundational layer of society, permeating life like electricity and the internet."}]},{"type":"paragraph","children":[{"text":"💰 Financial Reinvention: From Optimization to Reconstruction"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"Stablecoins as Next-Gen Settlement Layer","bold":true},{"text":": Global stablecoin market cap exceeds $306.7B, with annual transaction volume of $46T (20x PayPal, 3x Visa)\n"},{"text":"USDT dominates with 60.17% market share","bold":true},{"text":" ($184.5B), followed by USDC ($76.9B)\n"},{"text":"RWA Revolution","bold":true},{"text":": Shifting from off-chain asset mapping to native on-chain origination—future debt assets will be born on-chain\n"},{"text":"Perpetual contracts","bold":true},{"text":" as crypto-native derivatives will become the primary trading format for emerging market assets\n"}]},{"type":"paragraph","children":[{"text":"🤖 AI Economy: Foundations of Silicon-Based Civilization"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"Banking Systems for AI","bold":true},{"text":": Coinbase's x402 protocol and Google's AP2 framework are building automated payment networks between AI agents\n"},{"text":"KYA (Know Your Agent)","bold":true},{"text":" will be more urgent than KYC—non-human identities in financial services already outnumber humans 96:1\n"},{"text":"New Open Network Economy","bold":true},{"text":": Blockchain-based micropayment and attribution systems enable automatic creator compensation when AI uses content\n"}]},{"type":"paragraph","children":[{"text":"🔐 Privacy & Security: Native Immune Systems"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"Privacy as a Service","bold":true},{"text":" will become infrastructure standard and enterprise necessity\n"},{"text":"From \"Code is Law\" to \"Rules are Law\"","bold":true},{"text":": Smart contracts will embed dynamic guardrails with mathematically-proven deterministic security\nFuture mainstream blockchains must offer native privacy protection\n"}]},{"type":"paragraph","children":[{"text":"🌐 Breaking Boundaries: Technology Spillover Effects"}]},{"type":"bulleted-list","children":[{"text":"\n"},{"text":"Prediction Markets","bold":true},{"text":": 2026 will see explosive growth in scale and scope, with AI agents as primary participants\n"},{"text":"Betting-Based Media","bold":true},{"text":": Commentators must stake tokens on-chain when making predictions—credibility comes from aligned incentives\n"},{"text":"Verifiable Computation","bold":true},{"text":": zkVM performance surge—SP1 Hypercube achieves real-time Ethereum block proofs with just 16 GPUs\nZero-knowledge proofs push crypto beyond blockchains into general-purpose cloud computing\n"}]},{"type":"paragraph","children":[{"text":"⚡️ Core Transformation"}]},{"type":"paragraph","children":[{"text":"\"Light on Trading, Heavy on Building\"","bold":true},{"text":" —a profound reflection on the past decade. As 2026 brings regulatory clarity and defined compliance paths, teams genuinely solving problems, creating value, and building infrastructure will enter their golden age!"}]},{"type":"paragraph","children":[{"text":"💡 Key Insight"}]},{"type":"paragraph","children":[{"text":"Crypto is no longer just a financial sideshow—it's evolving into the foundational operating system for AI, privacy, and human collaboration. When crypto becomes as indispensable and imperceptible as air, the cornerstone of digital civilization will finally be complete."}]},{"type":"paragraph","children":[{"text":"📖 Read the full analysis: 👇\n"},{"type":"link","url":"https://blog.ju.com/a16z-2026-crypto-trends-report/?utm_source=blog","children":[{"text":"https://blog.ju.com/a16z-2026-crypto-trends-report/?utm_source=blog"}]},{"text":""}]},{"type":"paragraph","children":[{"text":""},{"type":"topic","character":"a16z","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Crypto","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"blockchain","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"Stablecoin","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"AI","children":[{"text":""}]},{"text":" "}]}]