Odaily星球日报讯 Framework Ventures 联合创始人 Vance Spencer 在 X 平台发文表示，当前局势错综复杂，国际贸易已彻底瘫痪，实体行业岌岌可危，大规模失业潮即将来袭，随后政府将不得不推出大规模刺激计划来挽救必然到来的经济衰退。 在这一市场环境下，应首选不受关税影响的投资品类，以及特朗普公开示好的领域。除加密货币外，或许只有黄金、铀等具有刚性需求的特殊大宗商品符合标准。在加密货币市场内部，应重点关注基本面扎实、实施回购、采用率增长的资产，或能抢占市场份额的小市值币种。稳定币、DeFi、新兴公链最可能走出独立行情。整个加密行业将与私募市场共同陷入消耗战——团队会陆续崩盘、资金枯竭或边缘化，风投募资难度加剧，资本供给逐步萎缩。这未尝不是好事，这个行业本就需要淘汰半数 VC 资金和垃圾项目。 Spencer 补充表示，多年来从未对加密市场如此乐观。价格走势、采用率与基本面的三重共振，预示着加密生态众多资产将迎来 10-20 倍涨幅。Framework 将增持高流动性优质资产，同时布局早期风投。FTX 崩盘后那种"闭眼投都能赚 2-3 倍"的行情不会重演，精挑细选才是王道。
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