Pantera 研究员发布 2026 年加密市场多项预测：DAT 数量最终可能缩减至仅剩 2-3 只

Core Insights - Pantera Capital researcher Jay Yu has made several predictions regarding the cryptocurrency market in 2026, highlighting key areas of growth and technological advancements [1] Group 1: Market Predictions - Capital-efficient consumer credit is expected to become the next frontier in cryptocurrency lending [1] - The use of endpoints like x402 for proxy commerce will expand into more service areas [1] - AI-driven trading processes are anticipated to become mainstream [1] Group 2: Asset and Trading Developments - The trading volume of tokenized gold is projected to increase, becoming a major asset for the promotion of Risk-Weighted Assets (RWA) [1] - A potential "quantum panic" may arise in 2026, possibly due to a technological breakthrough, prompting institutions holding large amounts of Bitcoin to discuss quantum contingency plans [1] Group 3: Market Structure and Integration - The number of Digital Asset Tokens (DAT) may eventually reduce to only 2-3 per major fund [1] - Decentralized exchanges (DEX) are expected to consolidate, with Hyperliquid maintaining market dominance [1] - An increasing number of existing fintech companies, such as Stripe, Ramp, Brex, and Klarna, are likely to use stablecoins for international payments [1]