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抄底：STX、AKT、SSV

Even in volatile markets, the deepest gains often lie hidden beneath overlooked infrastructure — the kind of projects quietly powering the next wave of adoption while the crowd chases hype. When risk appetite returns, buying quality network layers during periods of disinterest remains one of the most time-tested strategies to maximize upside potential.

This cycle, attention is shifting toward protocols that unlock real utility: Bitcoin-settled DeFi, low-cost GPU compute, and battle-tested validator infrastructure. These sectors are already seeing surging on-chain activity — yet their native tokens trade at steep discounts.

Enter Stacks (STX), Akash Network (AKT), and ssv.network (SSV). One enables Bitcoin-native smart contracts, another offers H100 GPUs at less than half the cloud price, and the third secures the backbone of Ethereum’s restaking boom. Each is set for major launches or funding milestones in July, laying the groundwork for new TVL inflows, fee burns, and traffic surges.

Why should these assets be on your radar now? Let’s explore.

Stacks (STX): The Bitcoin DeFi Tollbooth You Can Still Buy on Sale

While “Bitcoin L2” dominates crypto Twitter conversations, Stacks (STX) has been operating under the radar as one of the most credible candidates to capture real Bitcoin DeFi traffic. The network has successfully re-established Bitcoin settlement finality, its new sBTC bridge now allows users to withdraw directly to native BTC, and the upcoming Nakamoto upgrade will reduce block times to single-digit seconds — all before widespread liquidity arrives.

Despite these advancements, STX trades around $0.65, far below its 2024 peak. For those who missed the initial rally, this presents a textbook pullback.

👉 Discover how early movers are positioning for the next Bitcoin-powered DeFi surge.

Why Stacks Matters

Stacks is not just another EVM clone. It’s the only layer that lets developers build smart contracts secured by Bitcoin’s hash power. With sBTC, users can now move Bitcoin natively into DeFi applications — a critical step toward unlocking trillions in dormant value.

As more developers launch Bitcoin-native dApps — from lending protocols to NFT marketplaces — demand for STX will grow. Every transaction, contract deployment, and asset mint requires STX for gas and security.

Growth Opportunity

With Bitcoin ETFs already mainstream, the next logical step is decentralized financial products built on Bitcoin — not just holding it.

Akash Network (AKT): The Supercloud Disrupting GPU Rentals

Need an H100 GPU? Traditional cloud providers charge $1–$2 per hour. On Akash Network (AKT), you can rent the same compute power for less than $0.50/hour — all decentralized, uncensored, and globally accessible.

Akash is building what it calls the "Supercloud" — a decentralized marketplace connecting underutilized GPU capacity with AI developers, startups, and researchers. In an era where AI compute is more valuable than ever, Akash offers a scalable, cost-efficient alternative to AWS or Google Cloud.

How It Works

Instead of relying on centralized data centers, Akash taps into a global pool of independent node operators. These providers list their available GPU capacity, and users bid for resources via a reverse auction model. The result? Faster deployment, lower costs, and no vendor lock-in.

👉 See how developers are accessing high-performance AI compute at a fraction of the cost.

Growth Opportunity

With Nvidia’s chips sold out for months and cloud waitlists piling up, decentralized compute isn’t just innovative — it’s becoming essential.

ssv.network (SSV): The Invisible Backbone of Ethereum Restaking

If Ethereum’s restaking revolution has a silent enabler, it’s ssv.network (SSV). As EigenLayer and others expand their suite of Actively Validated Services (AVS), each new service needs secure, decentralized validators — and SSV provides the infrastructure to make that possible through Distributed Validator Technology (DVT).

In simple terms: SSV splits validator control among multiple parties, eliminating single points of failure. This makes staking safer, more resilient, and enterprise-ready.

Why SSV Is Critical

Restaking TVL across EigenLayer, ether.fi, and others has surpassed $15 billion — but every new AVS requires hardened validator clusters. SSV acts like the "picks and shovels" provider: every validator launched by an AVS locks up SSV tokens and pays fees in SSV.

With SSV 2.0, validators evolve into revenue-generating "application-layer" nodes. The fee pool expands beyond staking to include any on-chain service needing Ethereum-grade security — think oracle networks, data availability layers, and ZK rollups.

Why Now?

✅ Event-Driven Catalyst: SSV will be featured at the Based Rollup Summit on July 1, where core developers will demo the first bApp deployment. Early announcements often precede price movements.

✅ Valuation Reset: Down nearly 89% from its all-time high while TVL grew 50% year-over-year — a compelling risk-reward imbalance.

✅ Restaking Flywheel: Each new AVS launch on EigenLayer (e.g., oracles, coprocessors, rollups) requires DVT — and SSV is the default provider. Every integration brings more locked tokens and recurring fees.

Frequently Asked Questions (FAQ)

Q: What makes STX different from other Bitcoin L2s?
A: Stacks is the only network that uses Bitcoin’s own consensus for finality via proof-of-transfer. This means smart contracts inherit Bitcoin’s security without requiring new trust assumptions.

Q: Is Akash safe for enterprise AI workloads?
A: Yes. Akash uses encrypted deployments and decentralized monitoring to ensure data integrity. Enterprises benefit from lower costs without sacrificing control.

Q: How does SSV generate revenue for token holders?
A: SSV earns fees every time a validator is created or maintained via DVT. As restaking grows, so does demand for secure validation — increasing fee accrual and token utility.

Q: Are these projects too early to invest in?
A: While still in early adoption phases, all three have live mainnets, real users, and clear monetization paths. Early-stage doesn’t mean high risk if fundamentals are strong.

Q: What’s the significance of July for these tokens?
A: Major events — including hackathons, enterprise rollouts, and the Based Rollup Summit — are scheduled for July. These serve as visibility catalysts likely to draw institutional and retail attention.

Q: How do I evaluate infrastructure projects like these?
A: Focus on usage metrics (TVL, compute hours rented, active validators), developer activity, partnerships, and upcoming upgrades — not just price action.

Final Thoughts: Infrastructure Wins Cycles

Infrastructure may not grab headlines like meme coins, but it forms the foundation upon which every other narrative is built. When capital rotates back into crypto risk assets, proven networks with real usage tend to reprice fastest and furthest.

In one strategic basket, STX, AKT, and SSV offer:

✅ Strong Fundamentals: Live mainnets, real users, and measurable revenue streams
✅ Technical Readiness: sBTC withdrawals, Supercloud GPU inventory, and SSV 2.0 all launching or scaling this quarter
✅ Mass-Market Catalysts: July hack weeks, enterprise GPU pilots, and the Based Rollup Summit will push them into mainstream crypto discourse

Prices remain 70–90% below 2024 highs while on-chain metrics steadily improve. This disconnect is exactly what seasoned investors target during "buy-the-dip" windows — especially when positioned ahead of narrative resurgence.

👉 Stay ahead of the next infrastructure breakout — explore opportunities before momentum shifts.

As always, adjust positions according to volatility tolerance, set stop-losses where appropriate, and remember: this is informational content only — not financial advice.