[{"type":"paragraph","children":[{"text":"稳定币巨头Tether近期领投了支付处理器Speed的800万美元融资。这笔投资的关键信号是:"},{"text":"主流稳定币发行方正积极推动其资产(如USDT)从交易场景走向真实的日常支付场景。","bold":true}]},{"type":"paragraph","children":[{"text":"战略意义分析:","bold":true}]},{"type":"numbered-list","children":[{"type":"list-item","children":[{"text":"寻找新增长曲线:","bold":true},{"text":"在交易市场趋近饱和后,"},{"text":"支付和汇款","bold":true},{"text":"是稳定币下一个万亿美元级别的应用场景。"}]},{"type":"list-item","children":[{"text":"绑定顶级基础设施:","bold":true},{"text":"闪电网络作为比特币的Layer2,提供了近乎完美的支付体验"},{"text":"(快、便宜)","bold":true},{"text":"。Tether通过投资绑定这一生态,巩固其先发优势。"}]},{"type":"list-item","children":[{"text":"赋能商户采用:","bold":true},{"text":"Speed的服务让商户能轻松接受稳定币支付,并即时转换为法币价值,这将"},{"text":"大幅降低商户的使用门槛和顾虑。","bold":true}]}]},{"type":"paragraph","children":[{"text":"思考:","bold":true},{"text":"当稳定币发行方开始亲自下场建设和投资支付管道,这是否意味着加密支付的普及临界点正在临近?投资逻辑与战略"},{"text":"详情","bold":true},{"text":":"},{"type":"link","url":"https://blog.ju.com/zh-hans/speed-lightning-network-payment-processor/","children":[{"text":"https://blog.ju.com/zh-hans/speed-lightning-network-payment-processor/"}]},{"text":"\n"},{"type":"topic","character":"Tether","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"USDT","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"投资战略","children":[{"text":""}]},{"text":" "},{"type":"topic","character":"金融基础设施","children":[{"text":""}]},{"text":" "}]}]