ARK Invest的“大創意2025”報告詳細詳細介紹了比特幣的2024個里程碑，AI代理商的激增和Stablecoins的潛力

ARK Invest發布了一份全面的報告，詳細介紹了2024年Bitcoin的里程碑，AI代理商的激增以及數字資產市場上的Stablecoins的潛力。

Investment management firm ARK Invest released its “Big Ideas 2025” report, detailing the milestones achieved by Bitcoin (BTC), the surging adoption of AI agents in various industries, and the potential of stablecoins in the digital asset market. The report also includes market predictions for 2030.

投資管理公司ARK Invest發布了其“ 2025年大創意”報告，詳細介紹了比特幣（BTC）所取得的里程碑，在各個行業中的AI代理商的飆升以及在數字資產市場中的Stablecoins的潛力。該報告還包括2030年的市場預測。

The year 2024 saw Bitcoin reach new heights, solidifying its position as the top-performing digital asset in the global financial system. The institutional adoption of Bitcoin ETFs set the trend, with total assets under management (AUM) for Bitcoin ETFs exceeding $100 billion by the end of 2024.

2024年，比特幣達到了新的高度，鞏固了其作為全球金融體系中表現最好的數字資產的地位。比特幣ETF的機構採用設定了這一趨勢，到2024年底，比特幣ETF的總資產（AUM）超過1000億美元。

Institutions such as BlackRock and Bitwise made significant entries into the digital assets space. A total of 74 publicly traded companies worldwide added Bitcoin to their balance sheets in 2024, collectively holding over 550,000 BTC (approximately $55 billion). Michael Saylor’s Strategy (formerly MicroStrategy) emerged as the largest corporate holder, possessing 446,000 BTC, which represents 2.1% of Bitcoin’s circulating supply.

貝萊德（Blackrock）和位諸如貝萊德（Blackrock）之類的機構為數字資產空間提供了重要的條目。 2024年，全球共有74家公開交易的公司在其資產負債表中增加了比特幣，共同持有超過550,000 BTC（約合550億美元）。邁克爾·塞勒（Michael Saylor）的戰略（以前為MicroStrategy）成為最大的公司持有人，擁有446,000 BTC，佔比特幣循環供應的2.1％。

According to ARK’s projections, Bitcoin’s price could reach $300,000 by 2030 in a bear market scenario, while a bull market scenario could see prices reach $1.5 million per BTC. Under neutral circumstances, ARK expects Bitcoin to trade at $710,000 per coin by 2030.

根據方舟的預測，在熊市情況下，到2030年，比特幣的價格可能達到30萬美元，而牛市的情況可能會使價格達到每BTC 150萬美元。在中立的情況下，方舟預計比特幣在2030年到2030年每枚硬幣的交易價格為710,000美元。

The report also highlights the growth of the stablecoin market, with the total value of annual stablecoin transactions in 2024 reaching $15.6 trillion. This figure surpasses Visa’s $13.1 trillion and Mastercard’s $7.8 trillion, making stablecoins the fastest-growing payment network globally.

該報告還強調了Stablecoin市場的增長，2024年年度Stablecoin交易的總價值達到15.6萬億美元。這個數字超過了Visa的13.1萬億美元，並超過了萬事達卡的7.8萬億美元，使Stablecoins成為全球增長最快的支付網絡。

Solana and Tron now account for over 60% of stablecoin transactions. Layer 2 solutions like Arbitrum and Base led in terms of microtransactions under $100.

Solana和Tron現在佔Stablecoin交易的60％以上。第2層解決方案（例如仲裁和基本的微交易量低於100美元）的LED。

In December 2024, stablecoins trading volume reached $2.7 trillion, with 85% of those being small transactions under $100. More than 23 million wallet addresses hold stablecoins.

2024年12月，Stablecoins交易量達到2.7萬億美元，其中85％的交易量低於100美元。超過2300萬的錢包地址容納了穩定的。

Developing markets like Brazil and Nigeria lead cross-border remittances. Blockchain users in these countries also use USD-backed stablecoins to protect their savings from inflation.

巴西和尼日利亞等發展中的市場領導跨境匯款。這些國家 /地區的區塊鏈用戶還使用以USD支持的穩定劑來保護其儲蓄免受通貨膨脹的侵害。

The report further notes that USD-backed stablecoins hold a dominant 98% of the fiat-pegged market share. US-based issuers like Tether (USDT) and Circle (USDC) are among the top 20 holders of US Treasuries.

該報告進一步指出，以美元支持的Stablecoins持有菲亞特人群市場份額的98％。諸如Tether（USDT）和Circle（USDC）之類的美國發行人是美國國債的前20名持有人之一。

Ethena Labs’ USDe stablecoin introduced high interest rates of as much as 20-30% returns, which helped it attract $6 billion in assets within a year.

Ethena Labs的USDE Stablecoin提出的高利率高達20-30％，這有助於它在一年內吸引了60億美元的資產。

ARK predicts that by 2030, the size of stablecoins will reach $1.4 trillion, accounting for 0.9% of the global M2 money supply, and becoming the 13th largest circulating currency.

方舟預測，到2030年，穩定幣的規模將達到1.4萬億美元，佔全球M2貨幣供應的0.9％，並成為第13大循環貨幣。

Another key aspect covered in the report is the integration of AI agents in various business processes. AI agents have now evolved from single-task tools to versatile, intelligent platforms.

報告中涵蓋的另一個關鍵方面是將AI代理集成在各種業務流程中。 AI代理商現在已經從單任務工具發展為多功能，智能平台。

On the consumer front, AI-driven personalized agents are primed to replace traditional search engines, offering tailored experiences that anticipate user needs.

在消費者方面，AI驅動的個性化代理已準備好取代傳統的搜索引擎，從而提供了預期用戶需求的量身定制的體驗。

ARK’s projections suggest that by 2030, AI advertising revenue will constitute 54% of the digital advertising market, amounting to $600 billion.

方舟的預測表明，到2030年，AI廣告收入將佔數字廣告市場的54％，總計為6000億美元。

In e-commerce, AI agents have become integrated into the operating systems that users refer to for product searches, price comparisons, and payments through voice or text commands.

在電子商務中，AI代理已經集成到用戶通過語音或文本命令進行產品搜索，價格比較和付款的操作系統。

This integration is expected to lead digital wallets to account for 72% of global e-commerce transactions, which amounts to an additional $200 billion in enterprise value annually. By 2030, such AI agents are expected to contribute to $9 trillion in online consumption, representing 25% of total global e-commerce.

預計該集成將導致數字錢包佔全球電子商務交易的72％，每年增加2000億美元的企業價值。到2030年，預計此類AI代理商將貢獻9萬億美元的在線消費，佔全球電子商務總額的25％。

Finally, the report touches on the potential cost savings brought about by AI agents in customer service. AI agents can reduce the cost per interaction in customer service from $1 to $0.125 and handle 70% of inquiries, amounting to over $500 billion in saved labor costs for businesses globally.

最後，該報告涉及AI代理在客戶服務中節省的潛在成本節省。人工智能代理商可以將客戶服務的每次交互成本從1美元降低到0.125美元，並處理70％的查詢，總計超過5000億美元的全球企業企業的勞動力成本。

Overall, ARK Invest’s “Big Ideas 2025” report provides insights into the rapid advancements and milestones achieved in the digital asset and technology landscape in 2024, as well as projections for the future growth of these emerging technologies.

總體而言，ARK Invest的“ Big Ideas 2025”報告提供了有關2024年數字資產和技術領域取得的快速進步和里程碑的見解，以及這些新興技術未來增長的預測。