A Silent Capital Revolution

In the first half of 2025, the proportion of stablecoins in institutional OTC trading soared to 74.6%—this means nearly 8 out of 10 large transactions were completed using stablecoins! Even more shocking, USDC trading volume surged 29 times year-on-year, directly crushing traditional fiat channels! This is no coincidence, but a vote with real money from institutional whales: 'Hedging + Efficiency' has become the new order!

Why USDC? Three Major Weapons Behind the 29 Times Growth

Compliant Nuclear Bomb: Continued pressure from SEC on USDT in 2025 forces top investment banks like Goldman Sachs and JPMorgan to turn to 'Fully Transparent Auditing + Regulated Reserves' USDC. Circle's announcement of 24-hour redemption + bank-level liquidity has become an institutional necessity!

DeFi Super Fuel: After Ethereum ETF approval, institutions seamlessly access on-chain yields through USDC (like BlackRock's BUIDL fund annualized soaring to 8.9%), 'Fiat → USDC → Yielding Assets' becomes a new production line!

Geopolitical Safe Haven: During the Fed's rate-cutting cycle, emerging market capital is crazily hedging local currency depreciation with USDC (OTC trading volume for Turkish Lira and Argentine Peso surged by 300%), USDC has become synonymous with 'Digital Dollar Hegemony'!

Three Major Nuclear-Level Impacts on the Crypto Circle

Altcoin Mass Exodus Accelerates: Institutional funds are crazily concentrating into stablecoins, liquidity siphoning effect is already evident! Non-mainstream token OTC trading volume plummeted by 40%, retail rescuers are disappearing!

Bitcoin's 'Institutional Bottom' Solidified: Stablecoin Proportion Soars = Whale Ammo Depot Filled! USDC/Tether total market value has surpassed $200 billion historical peak, indicating the fuel for the next BTC rally is ready!

Countdown to Regulatory Nuclear Explosion: US Treasury's secret meeting on July 1 revealed—'Full Reserve Stablecoin Act' may land in Q3, USDC will emerge as the biggest winner, while algorithmic stablecoins may face a bloodbath!

Retail Survival Guide: Catching the Whales' Wake!

Emergency Portfolio Change: Sell off 'Zombie Tokens' with no actual on-chain income, switch to USDC staking protocols (like Aave V4 annualized breaking 12%)!

Ambush Compliant Leaders: Circle may IPO by the end of the year, holding USDC = locking in equity dividends in advance!

Focus on Fed Signals: If there is a second rate cut in September, USDC will become the core channel for global hot money entering the market, the BTC $100,000 battle may be ignited by stablecoins!

When 74.6% of institutions choose to quietly adjust their positions using stablecoins,

When USDC trading volume surges 29 times, tearing apart fiat hegemony,

A capital reconstruction driven by compliance and efficiency has quietly begun—

2025, not for gamblers, only for those who understand the stablecoin chess game!

#美股代币化

Market Dynamics, Strong Players Teaming Up! Top-tier positions are open for grabs, limited to ambitious and insane players!

$BTC

$ETH