🎙️ Gate Ventures Podcast Ep. 10｜比特币下一轮行情、股票 RWA 与全球宏观投资机会 比特币的四年周期是否正在失效？当机构资金持续进入加密市场，投资者又该如何重新思考资产配置与交易策略？ 本期 Gate Ventures Podcast，我们邀请到曾负责阿里巴巴董事会主席蔡崇信家族办公室中国投资业务的 Jason Huang，现任 NextGen Digital Venture @Jhy256 @NextGen_Venture 创始合伙人，深入探讨比特币的下一轮行情、机构资金如何改变加密市场，以及为什么他正将投资视野从比特币拓展至股票 RWA 与全球大宗商品。 本期精彩看点： 🔹 BTC 跌至 7 万还是突破 10 万美元？ 四年周期与 Uptober 叙事是否仍然有效？ 🔹 股票 RWA 的下一波机会： 7×24 小时交易、杠杆与跨市场套利，能否重塑传统股票市场？ 🔹 机构资金如何改变比特币市场？ 现货 ETF 对市场供需结构与价格周期带来哪些影响？ 🔹 为什么不再只投资加密资产？ 从比特币到黄金、石油及农产品，如何从全球宏观市场寻找新机会？ 🔹 交易越努力，反而可能亏得越多？ Jason 分享市场波动下的交易纪律与风险管理思路。 从加密资产到传统金融，从市场周期到全球宏观趋势，本期节目带你重新思考下一阶段的投资机会。 🎧 完整节目现已上线 YouTube 和 Spotify！ YouTube: youtube.com/watch?v=YfoZ8GDQ… Spotify: open.spotify.com/episode/5ov… Key Takeaways:medium.com/@gate_ventures/%E…

What will drive the next wave of crypto valuations? As institutional capital moves deeper into crypto, the market is shifting from narrative-driven valuations toward measurable fundamentals, real demand, and sustainable value capture. In our latest Gate Ventures research, we explore three investment themes shaping this cycle: 🔹 Protocol Revenue & Token Value Capture — Why sustainable cash flows, buybacks, and tokenholder economics matter. 🔹 The Full Tokenization Stack — Why the next RWA opportunity goes beyond issuance to liquidity, lending, and structured financial markets. 🔹 Privacy as Financial Infrastructure — Why confidential execution, verifiable settlement, and selective disclosure are becoming essential for institutions and AI agents. The key question is no longer just what can be tokenized, but what can generate real economic value — and capture it sustainably. 📖 Read the full Gate Ventures research for deeper insights, case studies, and investment implications: ⬇️🔗

“We want Bitcoin to become the main USDT layer.” — Viktor Ihnatiuk, Co-Founder of UTEXO @VIhnatiuk @utexocom Why Bitcoin? As Viktor explains, USDT was originally launched on Bitcoin, and the technology to bring it back is finally ready — with transfers in just 50–100 milliseconds, near-zero fees, and privacy without compromising compliance. In this episode of the Gate Ventures Podcast, Viktor shares his vision for how RGB and the Lightning Network could transform Bitcoin into a fast, private settlement layer for USDT, along with his ambitious goal of bringing $10–20 billion in USDT TVL to Bitcoin within the next 12 months. We also cover: 🔹 Private but compliant: Only the sender and receiver see the transaction, while bad actors can still be blacklisted 🔹 How private OTC trading on RGB could put an end to the “BlackRock is dumping” FUD 🔹 Instant cross-exchange arbitrage: UTEXO could serve as a programmable prime broker for HFT traders 🔹 Why AI agents will choose Bitcoin for payments, and how x402 is coming to Bitcoin The full episode is now available on YouTube and Spotify! 🎬 YouTube: youtu.be/UJZhRIbGbl0?si=KxJS… 🎧 Spotify: open.spotify.com/episode/196… 📝 Key Takeaways: gate.com/blog/bringing-usdt-…

Gate Ventures Podcast播客 | 第16期 “Uptober”行情还有戏吗？美联储10月议息会议前夕：谁在买入比特币，谁在卖出？ 🌟 特邀嘉宾： Jason Huang, NextGen Digital Venture 创始合伙人 @Jhy256 @NextGen_Venture 🎤 主持人： Tiffany Chang, Gate Ventures @hella_tifficult 随着比特币回落至约83,000美元，美联储10月议息会议即将召开，市场关注的焦点是：“Uptober”上涨行情是否仍有机会延续？美股与美债市场的压力是否正在改变加密市场的传统周期？年底的圣诞行情又是否值得期待？ 本期节目将从机构投资者与加密对冲基金的视角，深入探讨市场资金流向、宏观经济变化及比特币周期走势，分析可能影响未来几个月市场表现的关键因素。 本期讨论重点： 🔹 比特币回落至83,000美元： “Uptober”上涨行情是否正在失去动力？当前市场是短期调整，还是新一轮下跌的开始？ 🔹 美债收益率持续上行： 美债利率上涨将如何影响美股整体估值、科技股表现及全球风险资产配置？ 🔹 比特币四年周期是否面临挑战？ 在美股承压、宏观流动性变化的背景下，比特币传统的四年周期规律是否仍然有效？ 🔹 谁在买入，谁在卖出？ ETF资金流向、机构持仓变化与短期获利了结行为，透露出哪些市场信号？ 🔹 加密对冲基金视角： 面对市场波动，机构投资者如何调整风险管理、流动性及投资组合配置策略？ 🔹 年底圣诞行情还会来吗？ 从历史季节性表现、机构资金配置到宏观催化因素，比特币能否在年底迎来新一轮上涨？ 🔹 美联储会议后的市场情景： 哪些关键因素可能推动比特币下一轮重大行情？投资者应关注哪些市场信号？ 📅 2026年10月22日 | 北京时间 19:00–20:00（UTC 11:00–12:00） 📍 Gate Ventures 官方 X 账号直播，同步通过 X Spaces 播出。提前设置提醒，与我们一起探讨比特币的下一步走势！xitter.cf/i/spaces/1OxwbnM…