稳定币战争
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Ant Group's Major Move: Simultaneous Layout of Stablecoins in Hong Kong, Singapore, and Luxembourg
A new global financial landscape is taking shape—stablecoins will become the next generation of international settlement infrastructure. The entry of traditional financial giants into Web3 is not a trial but the implementation of strategic-level business.
Data confirms the trend: The Whale platform's annual transaction volume exceeds $1 trillion, with on-chain transactions accounting for over 30%. This indicates that:
The stablecoin sector has become a battlefield for competition
Licenses serve as a moat, and first-mover advantage determines market dynamics
Ant Group's global layout releases a clear signal: A new round of competition for financial infrastructure has begun.
#稳定币战争 $RESOLV
A new global financial landscape is taking shape—stablecoins will become the next generation of international settlement infrastructure. The entry of traditional financial giants into Web3 is not a trial but the implementation of strategic-level business.
Data confirms the trend: The Whale platform's annual transaction volume exceeds $1 trillion, with on-chain transactions accounting for over 30%. This indicates that:
The stablecoin sector has become a battlefield for competition
Licenses serve as a moat, and first-mover advantage determines market dynamics
Ant Group's global layout releases a clear signal: A new round of competition for financial infrastructure has begun.
#稳定币战争 $RESOLV
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Big news! The U.S. Senate is advancing the "GENIUS Act," and the crypto world is in an uproar! This act imposes strict regulations on stablecoins, and the crypto space is likely about to undergo a major upheaval!
First, let's talk about stablecoins. Moving forward, stablecoins must be 100% backed by U.S. dollars or U.S. Treasury bonds, and they must publicly disclose their reserves every month. This is a significant benefit for large projects, like USDC, which is compliant and will certainly take off. However, small projects will suffer; they may not be able to bear the compliance costs and are likely to be eliminated. Even more drastically, the act directly bans algorithmic stablecoins (like DAI); they will either have to transform into fully collateralized models, or they will simply fade away. In the future, the stablecoin market may only have a few giants left, leaving little room for mid-sized and small players.
Now, let's take a look at DeFi and public chains. Once stablecoins are compliant, the number of users will definitely increase, and DeFi protocols like Curve and Aave are estimated to see a significant rise in trading volume. Ethereum, being the main network for stablecoin circulation, will experience increased on-chain activity, leading to higher gas fees and trading volume; ETH might even surge again. Even new public chains like Solana and Sui could benefit from the increased circulation of stablecoins. Some institutions say this act is even more critical than a Bitcoin ETF and could directly trigger a long bull market for cryptocurrencies.
However, there are deeper underlying purposes behind this act. The U.S. aims to bind stablecoins to the dollar and U.S. Treasury bonds to solidify the dollar's hegemony. In the future, stablecoin issuers will need to hoard a substantial amount of U.S. Treasury bonds, potentially reaching hundreds of billions annually, which can finance the U.S. government. The more stablecoins are used in global payments, the more stable the dollar's position will be.
Of course, the risks are not insignificant. The compliance costs for small projects may be too high, potentially pushing them out of the market. Moreover, if there are issues in the U.S. Treasury bond market and stablecoin reserves shrink, it could trigger a bank run, similar to the UST collapse back in the day. So while this act regulates the market, it also conceals many hidden dangers.
In summary, this act signals a shift by the U.S. from "suppressing" stablecoins to "incorporating" them. The crypto world is about to undergo a major reshuffle, with opportunities and risks coexisting. Everyone, discuss with your friends who are into crypto; do you think this act is a boon or a bane?
Leave your thoughts in the comments! Share this with your crypto friends, follow me for more key updates!
First, let's talk about stablecoins. Moving forward, stablecoins must be 100% backed by U.S. dollars or U.S. Treasury bonds, and they must publicly disclose their reserves every month. This is a significant benefit for large projects, like USDC, which is compliant and will certainly take off. However, small projects will suffer; they may not be able to bear the compliance costs and are likely to be eliminated. Even more drastically, the act directly bans algorithmic stablecoins (like DAI); they will either have to transform into fully collateralized models, or they will simply fade away. In the future, the stablecoin market may only have a few giants left, leaving little room for mid-sized and small players.
Now, let's take a look at DeFi and public chains. Once stablecoins are compliant, the number of users will definitely increase, and DeFi protocols like Curve and Aave are estimated to see a significant rise in trading volume. Ethereum, being the main network for stablecoin circulation, will experience increased on-chain activity, leading to higher gas fees and trading volume; ETH might even surge again. Even new public chains like Solana and Sui could benefit from the increased circulation of stablecoins. Some institutions say this act is even more critical than a Bitcoin ETF and could directly trigger a long bull market for cryptocurrencies.
However, there are deeper underlying purposes behind this act. The U.S. aims to bind stablecoins to the dollar and U.S. Treasury bonds to solidify the dollar's hegemony. In the future, stablecoin issuers will need to hoard a substantial amount of U.S. Treasury bonds, potentially reaching hundreds of billions annually, which can finance the U.S. government. The more stablecoins are used in global payments, the more stable the dollar's position will be.
Of course, the risks are not insignificant. The compliance costs for small projects may be too high, potentially pushing them out of the market. Moreover, if there are issues in the U.S. Treasury bond market and stablecoin reserves shrink, it could trigger a bank run, similar to the UST collapse back in the day. So while this act regulates the market, it also conceals many hidden dangers.
In summary, this act signals a shift by the U.S. from "suppressing" stablecoins to "incorporating" them. The crypto world is about to undergo a major reshuffle, with opportunities and risks coexisting. Everyone, discuss with your friends who are into crypto; do you think this act is a boon or a bane?
Leave your thoughts in the comments! Share this with your crypto friends, follow me for more key updates!
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**🔥【Stablecoin War Escalates】A Single Statement from Sun Yuchen Causes FDUSD to Depeg? USDC is Quietly Rising!**
**📌 Latest Updates:**
1️⃣ **The "Sun Effect" Reappears**
- Yesterday, Sun Yuchen allegedly caused a temporary depeg of $FDUSD through market calls
- Once again validates the impact of big names' statements on the stablecoin market
2️⃣ **The Secret Expansion of USDC**
- Binance has started to discreetly increase support for USDC
- The European market has completely delisted USDT, mandating the use of USDC
- Several institutions are pushing for an increase in USDC's share on Binance
3️⃣ **The "Stablecoin Plan" of the Understand King**
- There have been reports that Trump's faction plans to launch a new stablecoin
- This could directly threaten USDT's market position
**💡 Investor Response Strategy:**
- It is recommended to diversify large stablecoin holdings (half USDT/half USDC)
- Closely monitor Binance's policy tilt towards USDC
- Be wary of the impact of political factors on the crypto market
**⚠️ Risk Warning:**
Although the probability of stablecoin depegging is low, black swan events can still occur!
#稳定币战争 #USDT #USDC #币圈八卦 #加密政策
---
**🕵️♂️ On-Chain Observation:**
• USDC reserves on CEX have increased by 37% in the past two weeks
• USDT trading pairs on European and American exchanges continue to decrease
• Abnormal fluctuations in the FDUSD liquidity pool
**Remember: during turbulent times, diversifying holdings is the best risk control strategy!**
**📌 Latest Updates:**
1️⃣ **The "Sun Effect" Reappears**
- Yesterday, Sun Yuchen allegedly caused a temporary depeg of $FDUSD through market calls
- Once again validates the impact of big names' statements on the stablecoin market
2️⃣ **The Secret Expansion of USDC**
- Binance has started to discreetly increase support for USDC
- The European market has completely delisted USDT, mandating the use of USDC
- Several institutions are pushing for an increase in USDC's share on Binance
3️⃣ **The "Stablecoin Plan" of the Understand King**
- There have been reports that Trump's faction plans to launch a new stablecoin
- This could directly threaten USDT's market position
**💡 Investor Response Strategy:**
- It is recommended to diversify large stablecoin holdings (half USDT/half USDC)
- Closely monitor Binance's policy tilt towards USDC
- Be wary of the impact of political factors on the crypto market
**⚠️ Risk Warning:**
Although the probability of stablecoin depegging is low, black swan events can still occur!
#稳定币战争 #USDT #USDC #币圈八卦 #加密政策
---
**🕵️♂️ On-Chain Observation:**
• USDC reserves on CEX have increased by 37% in the past two weeks
• USDT trading pairs on European and American exchanges continue to decrease
• Abnormal fluctuations in the FDUSD liquidity pool
**Remember: during turbulent times, diversifying holdings is the best risk control strategy!**
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