PANews 2月4日消息,据Cointelegraph Research报告,2025年加密货币领域风险投资总额达340亿美元,较2024年的170亿美元增长一倍。其中,现实世界资产代币化成为主导叙事,该赛道融资额超过25亿美元。投资逻辑发生显著转变:机构更青睐具有可持续收入模式与明确市场匹配度的项目,导致融资阶段后移,种子轮融资下降18%,而B轮融资增长90%。
代币化RWA总市值已超380亿美元,成为增长最快的加密板块之一,但相较于全球百万亿美元规模的传统市场,仍有巨大发展空间。与此同时,以太坊Layer 2及模块化基础设施的融资热度急剧减退,2025年融资额仅1.62亿美元,较2024年下降72%。报告认为,这是由于L2生态趋于饱和,投资需求已充分释放。
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