In-depth Analysis of Core News
Federal Reserve's Major Statement: The minutes from the August 2025 meeting for the first time clearly acknowledge that large holdings of U.S. Treasury bonds by stablecoins (like USDT, USDC) may become a 'new demand pillar' for U.S. government debt. Currently, stablecoin issuers hold over $200 billion in U.S. Treasury bonds, making them one of the top 20 largest bondholders globally!
Policy Turning Point Alert: The Federal Reserve emphasizes it will 'closely monitor risks,' suggesting a possible introduction of a legislative mandate for transparency in stablecoin reserve assets before 2026, and even requiring that some collateral must be in U.S. Treasury bonds!
Market Chain Reaction: If the policy is implemented, stablecoin issuers will be forced to frantically buy U.S. Treasury bonds, tightening liquidity in the short term or pushing up yields, subsequently attracting global capital into dollar assets, and the outflow of dollar liquidity could ignite a cryptocurrency bull market!
Nuclear Impact on the Cryptocurrency Space
Consolidation of Stablecoin Hegemony: Compliant stablecoins like USDT and USDC will further monopolize the market, and the transparency of reserve assets will compel retail investors to abandon small-scale stablecoins, boosting the influence of centralized giants!
Signal of Interest Rate Cycle Reversal: If the Federal Reserve shrinks its balance sheet due to slowing demand for stablecoins, the interest rate cut cycle may arrive early in 2026, providing epic liquidity for the crypto market!
Countdown to Regulatory Storm: The SEC has teamed up with the Treasury to draft legislation requiring real-time on-chain reserve audits for stablecoins, with anonymous stablecoins facing extinction risks, and algorithmic stablecoins like DAI and FRAX facing fatal blows!
Guide to Layout Opportunities for Sudden Wealth
Urgent Increase in U.S. Treasury Bond-Backed Assets: Such as USDT, USDC, and U.S. Treasury collateralized DeFi protocols (like Ondo Finance);
Betting on Regulated Public Chains: Ethereum and Solana may benefit from policy advantages due to their transparency;
Shorting Algorithmic Stablecoins: Under policy risks, a UST-style collapse may repeat!
Iron Hawk Sharp Comment: This Federal Reserve minutes thoroughly expose traditional finance's reliance on the crypto forces! When U.S. Treasury bonds need stablecoins to step in, the crypto space has moved from the margins to the core - 2026 will be the first year of the compliance bull market, but a bloody reshuffle is also inevitable. Adjust positions immediately and embrace regulatory dividends!
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