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冷涵
这一轮牛市，主线就是链上绕不开的一整套核心基建：UNI负责链上资产交换，ETH底层结算，ARB以太坊L2扩容，AAVE链上借贷，ENA链上合成美元，ONDO为美股上链搭建合规底座，实现美股、ETF代币化，ZAMA依靠FHE全同态加密，提供机构级隐私保护，解决美股上链的持仓保密痛点，LINK/PYTH预言机提供美股实时报价，LayerZero打通跨链分发。资产上链的时代，最先吃红利的不是应用，而是承载华尔街资产流转的底层骨架。
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