[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"article-crypto-infrastructure-era-ai-agents-zh":3,"article-related-crypto-infrastructure-era-ai-agents-zh":34,"series-industry-2154ae8a-ee87-4b04-bf30-62619fbed031":82},{"id":4,"slug":5,"title":6,"content":7,"summary":8,"source":9,"source_url":10,"author":11,"image_url":12,"cover_image":12,"category":13,"language":14,"translated_content":11,"related_article_id":15,"keywords":16,"key_takeaways":27,"views":31,"created_at":32,"published_at":33,"topic_cluster_id":11},"2154ae8a-ee87-4b04-bf30-62619fbed031","crypto-infrastructure-era-ai-agents-zh","AI Agent 讓加密貨幣回到基礎設施","\u003Cp data-speakable=\"summary\">Kraken、Coinbase、Circle 正把錢包、\u003Ca href=\"\u002Ftag\u002F穩定幣\">穩定幣\u003C\u002Fa>和區塊鏈改成給 \u003Ca href=\"\u002Ftag\u002Fai-agent\">AI agent\u003C\u002Fa> 用的基礎設施，重點從炒幣轉向自動交易與結算。\u003C\u002Fp>\u003Cp>加密貨幣圈最近很務實。\u003Ca href=\"https:\u002F\u002Fwww.cnbc.com\u002F\" target=\"_blank\" rel=\"noopener\">CNBC\u003C\u002Fa> 在 \u003Ca href=\"\u002Fnews\u002Fai-weekly-2026-w33-zh\">2026\u003C\u002Fa> 年 8 月提到，\u003Ca href=\"https:\u002F\u002Fwww.kraken.com\u002F\" target=\"_blank\" rel=\"noopener\">Kraken\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.coinbase.com\u002F\" target=\"_blank\" rel=\"noopener\">Coinbase\u003C\u002Fa> 和 \u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002F\" target=\"_blank\" rel=\"noopener\">Circle\u003C\u002Fa> 都在做給 AI \u003Ca href=\"\u002Ftag\u002Fagent\">agent\u003C\u002Fa> 用的產品。\u003C\u002Fp>\u003Cp>這個方向很直白。agent 會 24 小時在線，會下單，會付款，也會結算。這正好撞上 crypto 最擅長的事：把錢變成可程式化的資料流。\u003C\u002Fp>\u003Ctable>\u003Cthead>\u003Ctr>\u003Cth>公司\u003C\u002Fth>\u003Cth>動作\u003C\u002Fth>\u003Cth>意義\u003C\u002Fth>\u003C\u002Ftr>\u003C\u002Fthead>\u003Ctbody>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fwww.kraken.com\u002F\" target=\"_blank\" rel=\"noopener\">Kraken\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>重做 app，支援 agentic trading\u003C\u002Ftd>\u003Ctd>讓 AI 監控市場並即時交易\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fwww.coinbase.com\u002F\" target=\"_blank\" rel=\"noopener\">Coinbase\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>推出 Coinbase for Agents\u003C\u002Ftd>\u003Ctd>讓 ChatGPT 或 Claude 用自然語言操作交易\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002F\" target=\"_blank\" rel=\"noopener\">Circle\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>擴大 \u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Farc\" target=\"_blank\" rel=\"noopener\">Arc\u003C\u002Fa> 區塊鏈定位\u003C\u002Ftd>\u003Ctd>把 Arc 變成 agentic economy 的底層\u003C\u002Ftd>\u003C\u002Ftr>\u003Ctr>\u003Ctd>\u003Ca href=\"https:\u002F\u002Fbitcoin.org\u002F\" target=\"_blank\" rel=\"noopener\">Bitcoin\u003C\u002Fa>\u003C\u002Ftd>\u003Ctd>價格比 10 月高點低 40% 以上\u003C\u002Ftd>\u003Ctd>市場情緒已從純投機降溫\u003C\u002Ftd>\u003C\u002Ftr>\u003C\u002Ftbody>\u003C\u002Ftable>\u003Ch2>Crypto 正在找交易者以外的用戶\u003C\u002Fh2>\u003Cp>過去十年，crypto 一直賣同一個故事。錢要更快、更便宜，也少一點中間人。這個故事沒錯，但只打中一小群人。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786347179913-0eep.png\" alt=\"AI Agent 讓加密貨幣回到基礎設施\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>現在業界改押 AI agent。這群軟體不睡覺，不挑銀行營業時間，也不需要你每次都按確認。它們需要的是錢包、支付通道和能自動結算的軟體。\u003C\u002Fp>\u003Cp>這比說服一般消費者買幣容易多了。多數人看待數位資產，還是偏向投機\u003Ca href=\"\u002Fnews\u002Ffaitheyes-tool-faithful-vision-agents-zh\">工具\u003C\u002Fa>，不是日常基礎設施。\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.kraken.com\u002F\" target=\"_blank\" rel=\"noopener\">Kraken\u003C\u002Fa> 想讓 agent 持續監看市場並執行交易。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.coinbase.com\u002F\" target=\"_blank\" rel=\"noopener\">Coinbase\u003C\u002Fa> 想讓 agent 用自然語言下交易指令。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Fusdc\" target=\"_blank\" rel=\"noopener\">USDC\u003C\u002Fa> 與 \u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Farc\" target=\"_blank\" rel=\"noopener\">Arc\u003C\u002Fa> 被拿來當軟體付款與結算的底層。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.anthropic.com\u002Fclaude\" target=\"_blank\" rel=\"noopener\">Claude\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fchat.openai.com\u002F\" target=\"_blank\" rel=\"noopener\">ChatGPT\u003C\u002Fa> 這類 agent 入口，正把需求往外推。\u003C\u002Fli>\u003C\u002Ful>\u003Cp>Coinbase 的 AI 產品負責人 Lincoln Murr 說過，使用者可以在 Coinbase app 內建立隔離帳號，再交給 agent 操作。那個帳號能依照使用者規則做交易或再平衡投資組合。\u003C\u002Fp>\u003Cp>這種設計很像給軟體一個有上限的提款卡。權限清楚，責任也清楚。對金融產品來說，這比空談「智慧化」實際很多。\u003C\u002Fp>\u003Ch2>穩定幣正在往前台移動\u003C\u002Fh2>\u003Cp>這波真正吃香的，可能不是 \u003Ca href=\"https:\u002F\u002Fbitcoin.org\u002F\" target=\"_blank\" rel=\"noopener\">Bitcoin\u003C\u002Fa>，而是穩定幣。穩定幣的價值固定，適合付款、清算，還有機器對機器的交易。\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.sharplink.com\u002F\" target=\"_blank\" rel=\"noopener\">SharpLink\u003C\u002Fa> 執行長 Joseph Chalom 說，傳統銀行系統很不適合即時的 agent-to-agent、machine-to-machine commerce。這句話很刺耳，但也很準。\u003C\u002Fp>\u003Cblockquote>“Conventional banking systems are really poorly suited to real-time agent-to-agent, machine-to-machine commerce,” said Joseph Chalom, CEO of SharpLink.\u003C\u002Fblockquote>\u003Cp>銀行是為人設計的。人會睡覺，也會等上班時間。agent 不會。它們要的是 24 小時可用的錢包和結算層。\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Fusdc\" target=\"_blank\" rel=\"noopener\">USDC\u003C\u002Fa> 是 Circle 的主力。Jeremy Allaire 也提到，Arc 如果能吸引 agentic activity，就會帶動 USDC 網路使\u003Ca href=\"\u002Fnews\u002Fusage-limits-chatgpt-enterprise-edu-controls-zh\">用量\u003C\u002Fa>。\u003C\u002Fp>\u003Cp>他還說，銀行如果想做 tokenized deposits，也能在 Arc 上建，並用 \u003Ca href=\"\u002Ftag\u002Fusdc\">USDC\u003C\u002Fa> 當互通的通道。這等於 Circle 想同時吃下 crypto 原生和傳統金融兩邊的流量。\u003C\u002Fp>\u003Cul>\u003Cli>穩定幣比波動幣更適合自動結算。\u003C\u002Fli>\u003Cli>智能合約能把付款條件寫進程式。\u003C\u002Fli>\u003Cli>agent 需要的是可預測的錢，不是情緒化的價格。\u003C\u002Fli>\u003C\u002Ful>\u003Ch2>數字顯示市場已經降溫\u003C\u002Fh2>\u003Cp>這波佈局發生在 crypto 仍偏冷的時候。\u003Ca href=\"https:\u002F\u002Fbitcoin.org\u002F\" target=\"_blank\" rel=\"noopener\">Bitcoin\u003C\u002Fa> 比 10 月高點低了 40% 以上。熱錢也跑去 prediction markets、perpetual futures 和科技股 IPO。\u003C\u002Fp>\n\u003Cfigure class=\"my-6\">\u003Cimg src=\"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786347181242-z1ai.png\" alt=\"AI Agent 讓加密貨幣回到基礎設施\" class=\"rounded-xl w-full\" loading=\"lazy\" \u002F>\u003C\u002Ffigure>\n\u003Cp>這種背景很重要。當價格故事不好講，業者就會改講基礎設施。交易所開始賣股票、商品、支付、銀行和借貸，整體看起來越來越像金融軟體公司。\u003C\u002Fp>\u003Cp>這裡的競爭也更直接。誰能掌握錢包、穩定幣和清算，就更容易吃到 agent 產生的交易量。\u003C\u002Fp>\u003Cul>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.gemini.com\u002F\" target=\"_blank\" rel=\"noopener\">Gemini\u003C\u002Fa> 共同創辦人 Cameron Winklevoss 認為，agentic trading 會降低進階策略門檻。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.kraken.com\u002F\" target=\"_blank\" rel=\"noopener\">Kraken\u003C\u002Fa> 的 Kamo Asatryan 直接說，Bitcoin 的「fun casino days」已經過去。\u003C\u002Fli>\u003Cli>\u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Farc\" target=\"_blank\" rel=\"noopener\">Arc\u003C\u002Fa> 被包裝成處理營運和合約工作的底層。\u003C\u002Fli>\u003Cli>如果 agent 交易量成長 20%，穩定幣清算需求會先受益。\u003C\u002Fli>\u003C\u002Ful>\u003Cp>這組數字的意思很簡單。市場不再只看幣價，而是看誰能把交易、付款和結算做成自動化服務。\u003C\u002Fp>\u003Cp>但落地還有很多坑。使用者要信任 agent 的權限，平台要處理詐騙、錯單和法遵。這些都不是 demo 能解決的。\u003C\u002Fp>\u003Ch2>這一輪比較像基礎設施戰\u003C\u002Fh2>\u003Cp>我覺得這波最有意思的地方，在於它很像雲端早期。真正賺錢的，常常不是最會講故事的那群，而是先把底層做穩的人。\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.coinbase.com\u002F\" target=\"_blank\" rel=\"noopener\">Coinbase\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.kraken.com\u002F\" target=\"_blank\" rel=\"noopener\">Kraken\u003C\u002Fa>、\u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002F\" target=\"_blank\" rel=\"noopener\">Circle\u003C\u002Fa> 都在搶同一件事：讓軟體可以自己持有資產、自己付款、自己結算。這會把 crypto 從炒作場，拉回工程問題。\u003C\u002Fp>\u003Cp>對開發者來說，這代表 \u003Ca href=\"\u002Ftag\u002Fapi\">API\u003C\u002Fa>、權限控管、風險規則和結算延遲，會比 NFT 故事重要很多。你要看的不是幣圈情緒，而是誰能把 agent 的交易流程做得穩。\u003C\u002Fp>\u003Cp>對台灣團隊也一樣。只要你在做支付、錢包、交易、SaaS 訂閱或跨境收款，這波都值得盯。因為 agent 一旦開始代替人下單，錢的流向就會重新洗牌。\u003C\u002Fp>\u003Ch2>接下來要看誰先把 agent 變成真用戶\u003C\u002Fh2>\u003Cp>這場競爭的答案，不會先出現在社群貼文裡，而會先出現在交易量、留存率和結算頻率裡。誰能讓 agent 安全地持有小額資產，誰就有機會拿到下一批流量。\u003C\u002Fp>\u003Cp>我會先看三件事：\u003Ca href=\"https:\u002F\u002Fwww.coinbase.com\u002F\" target=\"_blank\" rel=\"noopener\">Coinbase for Agents\u003C\u002Fa> 的實際使用量、\u003Ca href=\"https:\u002F\u002Fwww.circle.com\u002Fusdc\" target=\"_blank\" rel=\"noopener\">USDC\u003C\u002Fa> 的鏈上流通、以及 \u003Ca href=\"https:\u002F\u002Fwww.kraken.com\u002F\" target=\"_blank\" rel=\"noopener\">Kraken\u003C\u002Fa> 的 agent 交易功能能不能從 demo 走到真金白銀。如果這三個數字往上，crypto 的敘事就真的換檔了。\u003C\u002Fp>\u003Cp>下一步，市場會把焦點從「誰發了幣」移到「誰掌握 agent 的錢包和結算」。那才是這輪真正的主戰場。\u003C\u002Fp>","Kraken、Coinbase、Circle 正把錢包、穩定幣和區塊鏈改成給 AI agent 用的基礎設施，重點從炒幣轉向自動交易與結算。","www.cnbc.com","https:\u002F\u002Fwww.cnbc.com\u002F2026\u002F08\u002F07\u002Fcryptos-infrastructure-era-arrives-with-ai-agents-poised-to-reshape-demand.html",null,"https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786347179913-0eep.png","industry","zh","c714a29c-a09c-40bd-a0b4-59dcd4e80878",[17,18,19,20,21,22,23,24,25,26],"crypto","AI agent","stablecoin","Coinbase","Kraken","Circle","USDC","Arc","區塊鏈","加密貨幣",[28,29,30],"Crypto 公司正在把產品重心轉向 AI agent，而不是人類交易者。","穩定幣和結算層比單純炒幣更可能受益。","誰能掌握錢包、權限和清算，誰就更接近下一波交易量。",0,"2026-08-10T07:32:31.882495+00:00","2026-08-10T07:32:31.878+00:00",{"tags":35,"relatedLang":41,"relatedPosts":45},[36,38,39],{"name":20,"slug":37},"coinbase",{"name":19,"slug":19},{"name":18,"slug":40},"ai-agent",{"id":15,"slug":42,"title":43,"language":44},"crypto-infrastructure-era-ai-agents-en","Crypto’s infrastructure era arrives with AI agents","en",[46,52,58,64,70,76],{"id":47,"slug":48,"title":49,"cover_image":50,"image_url":50,"created_at":51,"category":13},"742c1e45-13c7-43a9-84aa-33b10e58d9af","ai-weekly-2026-w33-zh","AI 週報：2026-08-03 ~ 2026-08-10","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786335622166-pb5e.png","2026-08-10T04:00:28.661553+00:00",{"id":53,"slug":54,"title":55,"cover_image":56,"image_url":56,"created_at":57,"category":13},"fa5bffe8-c724-42ba-bbe5-94591fb9e766","kimi-k3-gpu-api-cost-comparison-zh","Kimi K3 自托管成本很高","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786323790394-kbfm.png","2026-08-10T01:02:51.081557+00:00",{"id":59,"slug":60,"title":61,"cover_image":62,"image_url":62,"created_at":63,"category":13},"f5581f94-ba2b-4164-b3b0-5d634239e90a","cursor-should-not-copy-vs-code-design-zh","Cursor 不該跟著 VS Code 新版長相走","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786278763461-hkgn.png","2026-08-09T12:32:20.427633+00:00",{"id":65,"slug":66,"title":67,"cover_image":68,"image_url":68,"created_at":69,"category":13},"3d745dd7-d34a-427f-9403-94244d93e9ef","wall-street-tokenization-slowly-not-celebrate-pilot-zh","華爾街該慢慢代幣化資產，不該急著慶祝試點","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786237371565-bds4.png","2026-08-09T01:02:28.25862+00:00",{"id":71,"slug":72,"title":73,"cover_image":74,"image_url":74,"created_at":75,"category":13},"661c033e-8701-4b5d-ba69-1843545254a4","asset-tokenization-turns-ownership-into-software-zh","資產代幣化把權利寫成軟體","https:\u002F\u002Fxxdpdyhzhpamafnrdkyq.supabase.co\u002Fstorage\u002Fv1\u002Fobject\u002Fpublic\u002Fcovers\u002Finline-1786235588664-yp9g.png","2026-08-09T00:32:45.231134+00:00",{"id":77,"slug":78,"title":79,"cover_image":80,"image_url":80,"created_at":81,"category":13},"d9997b41-a0f6-49f5-8d2f-0fbf9733374e","institutional-crypto-tops-30b-tokenization-zh","機構加密資產突破 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