Kraken 的母公司 Payward 公佈第三季財務表現，調整後 EBITDA 環比大幅下滑至 6,000 萬美元，年比跌幅達 66%。儘管獲利面臨嚴峻壓力，該集團的開資帳戶數仍錄得 37% 的年增長，反映在競爭激烈的加密交易市場中，用戶吸納能力並未明顯衰退。
新業務矚目 預測市場與 AI 雙管齊下
面對營利下滑的挑戰，Payward 正著手拓展新的收入來源。集團計劃在美國市場推出預測市場服務，並開發個人財務 AI 代理，試圖以創新產品重新點燃增長引擎。這兩項新業務的推出時程與具體戰略尚未披露，但標誌著該集團從核心交易業務向金融科技生態的擴展。
獲利承壓背景 市場競爭與監管環境
加密交易所的獲利能力與市場波動密切相關，Q3 的 EBITDA 大幅下滑既反映整體市場成交量可能承壓，亦反映交易所間競爭日趨激烈。儘管 Payward 的實際用戶增長仍保持正軌，營利空間卻在縮小，提示市場對交易所的佣金定價與差異化服務日益敏感。新業務的推出或成為集團維持成長動力的關鍵。
封面圖片：Daderot／Wikimedia Commons（公有領域）
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