真正有颠覆潜力的是Meta、X、Google、Shopify这些Web2巨头,因为他们自带用户基础和支付场景。当亚马逊、沃尔玛开始探索稳定币,意味着正在把几十亿主流用户直接“投喂”给Crypto基础设施。
在我看来,这才是稳定币Summer的真正价值——不是给Crypto圈带来短期暴富机会,而是让Crypto基础设施悄无声息地渗透到主流世界。
当几十亿web2用户开始日常使用稳定币时,DeFi、DeAI、GameFi等各个赛道的infra需求会相应增强,这是短期感知不到但不能忽视的长期增长Buff。
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