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2026年,山寨币还有希望吗?
白话区块链
白话区块链
02-20 12:19
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共识很明确:不是普涨,而是头部1%的项目吃掉绝大部分涨幅。
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作者:白话区块链

据CoinGecko研究数据,2025年的“大清洗”堪称史无前例——全年超过1156万个加密项目宣告死亡,占过去五年失败总数的86.3%,仅第四季度就有770万个代币归零。

10月11日的“清算连锁反应”单日消灭了190亿美元杠杆头寸。山寨币季节指数长期徘徊在25/100,Token数量暴增,资金被严重稀释,机构资金通过ETF涌入BTC、ETH、SOL、XRP,几乎不看其他山寨。

但大浪淘沙之后,有真实收入的赛道正在逆势崛起。

RWA 链上资产总值约为250亿美元,BlackRock的BUIDL和Franklin Templeton的Benji加速布局。

DePIN 成为AI算力荒的解药,Render和io.net成本仅为传统云的20-30%。

AI智能体代币开辟“aGDP”全新估值维度,AI与Crypto的融合预计即将迎来大爆发。 

知名分析师Michaël van de Poppe预测,2026年将选择性地回报有耐心的投资者,但同时警告大多数山寨币可能无法存活;Moonrock Capital创始人Simon Dedic也喊出“2026年将是山寨季的回归”。

共识很明确:不是普涨,而是头部1%的项目吃掉绝大部分涨幅。

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