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Analysis of Investment Opportunities in the Crypto Track Under the Prosperous Development of the Stablecoin Ecosystem
Summary: This article aims to analyze the structural investment opportunities brought by the expansion of the stablecoin market to the entire crypto ecosystem from the perspective of crypto practitioners. The report will focus on token varieties that directly benefit, key ecological infrastructure, and emerging RWA (Real World Assets) tracks, and will outline representative projects, core logic, and potential risks in various fields for investors, aiming to provide a practical investment navigation map.
1. Introduction
Recently, stablecoins have become a central topic and important infrastructure in the crypto market. Their market capitalization growth, regulatory compliance processes (such as those in the U.S. (GENIUS Act) and Hong Kong (Stablecoin Regulations)), and the continuous expansion of application scenarios have not only consolidated their position in trading, payments, and settlements but also brought rich derivative opportunities to the entire crypto track. As practitioners, we observe that capital flows, information flows, and innovative applications are intensively developing around stablecoins. This report will penetrate the phenomena and directly analyze which digital currency varieties are likely to capture value in this trend.
1. Introduction
Recently, stablecoins have become a central topic and important infrastructure in the crypto market. Their market capitalization growth, regulatory compliance processes (such as those in the U.S. (GENIUS Act) and Hong Kong (Stablecoin Regulations)), and the continuous expansion of application scenarios have not only consolidated their position in trading, payments, and settlements but also brought rich derivative opportunities to the entire crypto track. As practitioners, we observe that capital flows, information flows, and innovative applications are intensively developing around stablecoins. This report will penetrate the phenomena and directly analyze which digital currency varieties are likely to capture value in this trend.
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AI, Depin, RWA tracks, looking for 100x coins
#Ai赛道 #RWA赛道 #depins
Let’s talk about the big market first. Bitcoin has ended its unilateral rise since it continued to reach new highs of 73,777, and has undergone a correction of more than 13,000 dollars. The magnitude is still quite large. I know that many friends are quite panicked. ! Don’t panic. At present, this is just a normal retracement of an excessive rise. There are no pessimistic expectations about whether the market will fail or how deep the market will fall. The market made a second exploration on the 20th. The action has not broken the previous low, and the signs of stopping the decline are relatively obvious. It is expected that it will continue to hit new highs after the shock. It is estimated that the two positions it may reach are the 75620 and 80120 lines. Even from a very cautious point of view, as long as Bitcoin holds the dividing line of 61,000, we can all be optimistic about the upside. At this stage, there is no need to scare yourself, just hold on to the chips in your hand. In fact, looking at most of the altcoins, there are buy signals indicating the end of the adjustment. I personally judge that the performance of the altcoins in the next week will be relatively good, and the profit-making effect will be better.
Let’s talk about the big market first. Bitcoin has ended its unilateral rise since it continued to reach new highs of 73,777, and has undergone a correction of more than 13,000 dollars. The magnitude is still quite large. I know that many friends are quite panicked. ! Don’t panic. At present, this is just a normal retracement of an excessive rise. There are no pessimistic expectations about whether the market will fail or how deep the market will fall. The market made a second exploration on the 20th. The action has not broken the previous low, and the signs of stopping the decline are relatively obvious. It is expected that it will continue to hit new highs after the shock. It is estimated that the two positions it may reach are the 75620 and 80120 lines. Even from a very cautious point of view, as long as Bitcoin holds the dividing line of 61,000, we can all be optimistic about the upside. At this stage, there is no need to scare yourself, just hold on to the chips in your hand. In fact, looking at most of the altcoins, there are buy signals indicating the end of the adjustment. I personally judge that the performance of the altcoins in the next week will be relatively good, and the profit-making effect will be better.
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What impact will the U.S. government shutdown have on the economic market
What impact will the U.S. government shutdown have on the economic market
Based on the current information, the possibility of a U.S. government shutdown is extremely high, mainly due to the Democratic and Republican parties refusing to compromise on key issues such as healthcare spending. This shutdown, in addition to bringing a series of immediate effects, has potential long-term implications and the possibility of large-scale layoffs in federal agencies, making it different from past situations.
The reasons and current situation of the U.S. government shutdown
The following is a summary of the core information regarding the current crisis to help you quickly understand the context.
The special aspects of this shutdown
Based on the current information, the possibility of a U.S. government shutdown is extremely high, mainly due to the Democratic and Republican parties refusing to compromise on key issues such as healthcare spending. This shutdown, in addition to bringing a series of immediate effects, has potential long-term implications and the possibility of large-scale layoffs in federal agencies, making it different from past situations.
The reasons and current situation of the U.S. government shutdown
The following is a summary of the core information regarding the current crisis to help you quickly understand the context.
The special aspects of this shutdown
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#大盘走势
The large coin began to pull back after reaching the pressure level above 114000. The expectation for the upcoming time is to continue with oscillating pullbacks. The short-term support is initially seen at 110000, and the key opportunities should focus on the range of 105000-107000. The short-term support for Ethereum remains at 4070, and the key opportunities are still looking around 3600! Overall, the large coin market is about to make a directional choice, and volatility will significantly increase. The market situation has not changed much from previous predictions, and I would like to emphasize the impending government shutdown in the United States. From the current information, due to political polarization and institutional barriers, the probability of this government shutdown is still high. If the shutdown occurs, key agencies such as the U.S. Bureau of Labor Statistics (BLS) and the Department of Commerce will suspend the release of core economic data such as non-farm employment, CPI, and retail sales. For example, the non-farm report originally scheduled for October 3 and the CPI data on October 10 may be delayed, which will directly interfere with the Federal Reserve's interest rate decision-making meeting on October 28-29. The Federal Reserve has already cut interest rates in September due to signs of cooling in the job market, and if there is a lack of subsequent data support, policymakers may be forced to "fly blind," leading to significant fluctuations in the market's expectations for interest rate cuts. During the government shutdown, approximately 400,000 federal employees will be forced to take unpaid leave, and delayed salary payments will directly suppress consumer spending. At the same time, businesses face operational risks due to stalled federal contract approvals and interrupted export certificate issuances, which may delay investment plans. Historical experience shows that the stock market usually experiences fluctuations in the early stage of a shutdown, but the long-term impact depends on the duration. For example, during the 16-day shutdown in 2013, the S&P 500 index fell by 3.5%, but then quickly rebounded. The shutdown coincides with the impending increase in volatility of the large coin, with technical and news aspects overlapping, indicating that if the shutdown occurs, the market may make a downward choice with a significant drop. Everyone must pay attention to risk prevention in advance!
$BTC $ETH
The large coin began to pull back after reaching the pressure level above 114000. The expectation for the upcoming time is to continue with oscillating pullbacks. The short-term support is initially seen at 110000, and the key opportunities should focus on the range of 105000-107000. The short-term support for Ethereum remains at 4070, and the key opportunities are still looking around 3600! Overall, the large coin market is about to make a directional choice, and volatility will significantly increase. The market situation has not changed much from previous predictions, and I would like to emphasize the impending government shutdown in the United States. From the current information, due to political polarization and institutional barriers, the probability of this government shutdown is still high. If the shutdown occurs, key agencies such as the U.S. Bureau of Labor Statistics (BLS) and the Department of Commerce will suspend the release of core economic data such as non-farm employment, CPI, and retail sales. For example, the non-farm report originally scheduled for October 3 and the CPI data on October 10 may be delayed, which will directly interfere with the Federal Reserve's interest rate decision-making meeting on October 28-29. The Federal Reserve has already cut interest rates in September due to signs of cooling in the job market, and if there is a lack of subsequent data support, policymakers may be forced to "fly blind," leading to significant fluctuations in the market's expectations for interest rate cuts. During the government shutdown, approximately 400,000 federal employees will be forced to take unpaid leave, and delayed salary payments will directly suppress consumer spending. At the same time, businesses face operational risks due to stalled federal contract approvals and interrupted export certificate issuances, which may delay investment plans. Historical experience shows that the stock market usually experiences fluctuations in the early stage of a shutdown, but the long-term impact depends on the duration. For example, during the 16-day shutdown in 2013, the S&P 500 index fell by 3.5%, but then quickly rebounded. The shutdown coincides with the impending increase in volatility of the large coin, with technical and news aspects overlapping, indicating that if the shutdown occurs, the market may make a downward choice with a significant drop. Everyone must pay attention to risk prevention in advance!
$BTC $ETH
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What Impact Will the U.S. Government Shutdown Have on the Economic Market?
Based on current information, the likelihood of a U.S. government shutdown is extremely high, primarily due to the Democratic and Republican parties' unwillingness to compromise on key issues such as healthcare spending. This shutdown not only brings a series of immediate impacts but also has potential long-term effects and the possibility of large-scale layoffs in federal agencies, making it different from previous situations.
Reasons and Current Status of the U.S. Government Shutdown
Below is an overview of the core information regarding the current crisis, helping you quickly understand the background.
The Special Aspects of This Shutdown
Compared to historical shutdowns, there are several noteworthy trends in this event:
Reasons and Current Status of the U.S. Government Shutdown
Below is an overview of the core information regarding the current crisis, helping you quickly understand the background.
The Special Aspects of This Shutdown
Compared to historical shutdowns, there are several noteworthy trends in this event:
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Surprise! SEC has requested LTC, XRP, SOL, ADA, and DOGE ETF issuers to withdraw 19 b-4 applications?
News Event Overview
According to crypto journalist Eleanor Terrett's post on platform X, the SEC has requested the issuers of LTC, XRP, SOL, ADA, and DOGE ETFs to withdraw their 19b-4 applications, as the general listing standards have been approved, replacing the 19b-4 applications. The withdrawal of applications could begin as early as this week.
Core Interpretation: Process optimization rather than substantive negative impact
This news about the SEC's request to withdraw specific cryptocurrency ETF 19b-4 applications is essentially an optimization of the regulatory process, not a denial of these digital currency ETFs. It signifies that a more efficient and standardized approval era may be on the horizon.
According to crypto journalist Eleanor Terrett's post on platform X, the SEC has requested the issuers of LTC, XRP, SOL, ADA, and DOGE ETFs to withdraw their 19b-4 applications, as the general listing standards have been approved, replacing the 19b-4 applications. The withdrawal of applications could begin as early as this week.
Core Interpretation: Process optimization rather than substantive negative impact
This news about the SEC's request to withdraw specific cryptocurrency ETF 19b-4 applications is essentially an optimization of the regulatory process, not a denial of these digital currency ETFs. It signifies that a more efficient and standardized approval era may be on the horizon.
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#比特币价格震荡
I can only say that the market is getting worse and worse. Bitcoin surged just before the weekly closing, barely completing its redemption, making the overall market look a bit better. However, this also aligns with our observation that the downward space is limited as we approach the major support zone. The latest change is due to the weekend rebound, which caused CME to have a small upward gap. The gap is relatively small, and there is a high possibility of it being filled in the next few days. Therefore, for the smaller support level, we should first look at around 110000, with upper resistance at 114000. Ethereum is performing slightly stronger, with support at 4070 and resistance around 4249. Overall, it's not realistic to say we've fully bottomed out right now, especially since Bitcoin still has the potential to make new lows. The good thing is that after the pullback, the downward space will weaken, and if it breaks below 107000 and enters the 105000 range, the possibility of bottoming out will increase significantly. Therefore, there's no need to panic at the slightest increase; there are still opportunities to re-enter. Stay humble, stay patient—it's not a bad thing!
$ETH $BTC
I can only say that the market is getting worse and worse. Bitcoin surged just before the weekly closing, barely completing its redemption, making the overall market look a bit better. However, this also aligns with our observation that the downward space is limited as we approach the major support zone. The latest change is due to the weekend rebound, which caused CME to have a small upward gap. The gap is relatively small, and there is a high possibility of it being filled in the next few days. Therefore, for the smaller support level, we should first look at around 110000, with upper resistance at 114000. Ethereum is performing slightly stronger, with support at 4070 and resistance around 4249. Overall, it's not realistic to say we've fully bottomed out right now, especially since Bitcoin still has the potential to make new lows. The good thing is that after the pullback, the downward space will weaken, and if it breaks below 107000 and enters the 105000 range, the possibility of bottoming out will increase significantly. Therefore, there's no need to panic at the slightest increase; there are still opportunities to re-enter. Stay humble, stay patient—it's not a bad thing!
$ETH $BTC
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#操作思路
This wave of operations has pulled back about 6%, with an overall pullback of about 16%. I have exited to observe for now, and will consider entering again when the price drops. The past two months have been difficult to navigate. Currently, I am looking for ways to go long on cryptocurrencies. As long as I seize an opportunity, the pullback can be recovered. For now, I will seek stability, as it is likely that the overall trend will drop. I will consider entering again when Ethereum re-tests around 3600 or 3300.
$ETH
This wave of operations has pulled back about 6%, with an overall pullback of about 16%. I have exited to observe for now, and will consider entering again when the price drops. The past two months have been difficult to navigate. Currently, I am looking for ways to go long on cryptocurrencies. As long as I seize an opportunity, the pullback can be recovered. For now, I will seek stability, as it is likely that the overall trend will drop. I will consider entering again when Ethereum re-tests around 3600 or 3300.
$ETH
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#马斯克概念
Currently, several varieties of Musk's concept are experiencing some fluctuations, pay more attention to them. I checked, and these varieties have all dropped 80%-90% from their highs, such as: RFC, gork, KEKIUS, PNUT, etc. Additionally, considering the recent good profit effects from Alpha, so you all understand... it's up to luck now, brothers
$RFC $gork
Currently, several varieties of Musk's concept are experiencing some fluctuations, pay more attention to them. I checked, and these varieties have all dropped 80%-90% from their highs, such as: RFC, gork, KEKIUS, PNUT, etc. Additionally, considering the recent good profit effects from Alpha, so you all understand... it's up to luck now, brothers
$RFC $gork
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#ALPHA
Recently, the Alpha sector has been very popular, almost every day there are coins that double in value. Brothers and sisters, please recommend some good coins for me to invest in and let me experience what it's like to make money. I've been losing a lot lately.🤣
I've had my RFC for almost half a year, and today it suddenly jumped up. Do you think there is a chance, brothers? Let me get rich! 😎
$RFC
Recently, the Alpha sector has been very popular, almost every day there are coins that double in value. Brothers and sisters, please recommend some good coins for me to invest in and let me experience what it's like to make money. I've been losing a lot lately.🤣
I've had my RFC for almost half a year, and today it suddenly jumped up. Do you think there is a chance, brothers? Let me get rich! 😎
$RFC
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#大盘行情
The weekend typically enters a low liquidity period, with smaller fluctuations. Bitcoin continues to consolidate weakly. Given the current state, another sharp decline is just a matter of time. Ethereum has improved significantly, as previously mentioned. The short-term decline has been substantial, and the downward momentum has been sufficiently released, meaning the downward space will be relatively limited. It's interesting to note that Bitcoin and Ethereum have been switching strengths back and forth, while we, the esteemed U.S. stock traders (those pesky crypto traders), suffer... There haven't been any significant changes in levels; just refer to yesterday's Bitcoin 105000 and Ethereum 36000 ranges. Over the weekend, there may be a possibility for altcoins to have a slight rebound. It seems that Bitcoin and Ethereum will likely not show any significant direction until Monday!
$ETH
The weekend typically enters a low liquidity period, with smaller fluctuations. Bitcoin continues to consolidate weakly. Given the current state, another sharp decline is just a matter of time. Ethereum has improved significantly, as previously mentioned. The short-term decline has been substantial, and the downward momentum has been sufficiently released, meaning the downward space will be relatively limited. It's interesting to note that Bitcoin and Ethereum have been switching strengths back and forth, while we, the esteemed U.S. stock traders (those pesky crypto traders), suffer... There haven't been any significant changes in levels; just refer to yesterday's Bitcoin 105000 and Ethereum 36000 ranges. Over the weekend, there may be a possibility for altcoins to have a slight rebound. It seems that Bitcoin and Ethereum will likely not show any significant direction until Monday!
$ETH
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Naver, South Korea's largest portal, acquires Upbit, the largest exchange?!
I noticed the news about South Korea's largest portal Naver acquiring the country's largest exchange Upbit. What is the latest progress on this matter? If successful, what impact will it have on the current crypto market? What impact will it have on the exchange track? Let's discuss this major event together!
🔍 Acquisition Progress: The official negotiations are still ongoing
Currently, this highly anticipated acquisition case is still in the 'in progress' stage, rather than being finalized. Here are the key points:
Basic form: According to multiple media reports, the core of the negotiations is Naver's financial technology subsidiary Naver Financial, which hopes to make Dunamu, the parent company of Upbit, its wholly-owned subsidiary through a share swap.
🔍 Acquisition Progress: The official negotiations are still ongoing
Currently, this highly anticipated acquisition case is still in the 'in progress' stage, rather than being finalized. Here are the key points:
Basic form: According to multiple media reports, the core of the negotiations is Naver's financial technology subsidiary Naver Financial, which hopes to make Dunamu, the parent company of Upbit, its wholly-owned subsidiary through a share swap.
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The bull market of BTC has ended ➡️ The bottom aims at 70,000 USD
Pancake broke through 110000 in the early morning, reaching a low of 108620. Although it is not far from the expected position, unfortunately the solid bullish line came down, and the key position failed to produce a long wick. There are insufficient signs of a stop in the decline. As of now, the rebound is very weak, and it is highly likely to continue to drop after consolidation. The proximity to the previous low of 107255 is too close, and the probability of holding the previous low before the next drop is very low. The next major support is in the 102000-105000 range. Once we reach here, we will determine whether to enter based on the signs of a stop in the decline. Looking further ahead, the larger level of support is in the 96000-98000 range. A drop to here in the later stage will be a very comfortable bottom-fishing position!
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#策略
Currently, the price has dropped below 3900 US dollars, and the pattern looks very poor. Therefore, just in case, a 10% hard stop loss has been set for the varieties entering the market. Currently, the major opportunity lies between 3200-3400 US dollars, so we must be cautious. The overall loss from this operation is controllable; as long as we seize one wave, we can recover. Stay steady, be patient, and do not be anxious (specific thoughts and price point conditions will be provided tonight).
$ETH
Currently, the price has dropped below 3900 US dollars, and the pattern looks very poor. Therefore, just in case, a 10% hard stop loss has been set for the varieties entering the market. Currently, the major opportunity lies between 3200-3400 US dollars, so we must be cautious. The overall loss from this operation is controllable; as long as we seize one wave, we can recover. Stay steady, be patient, and do not be anxious (specific thoughts and price point conditions will be provided tonight).
$ETH
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Binance New Star $XPL Consumption Guide: Gossip and Ambitions of a 'Second-Generation Rich Kid'
The new listing on Binance $XPL is the 'current popular item' in the market, so let's casually chat about its details. It's like a 'second-generation rich kid' project born with a golden key, but there are also some minor gossip coming from home.
Baby background: Is it 'Tether's biological son' or 'packaging expert'?
XPL is the native token of the Plasma project. You can think of Plasma as a 'highway' specifically built for stablecoins, aiming to make stablecoins like USDT run faster and cost less.
The family relationship is a bit like 'Rashomon':
Baby background: Is it 'Tether's biological son' or 'packaging expert'?
XPL is the native token of the Plasma project. You can think of Plasma as a 'highway' specifically built for stablecoins, aiming to make stablecoins like USDT run faster and cost less.
The family relationship is a bit like 'Rashomon':
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#上涨趋势即将开启
🐶Zhuang has the ability to drop to 10,000. If not, then give me a push up. As long as ETH can hold above 3,900 USD on the daily line, this wave of decline will end, and a major rebound will follow. I hope Ethereum can rise above.
$ETH
🐶Zhuang has the ability to drop to 10,000. If not, then give me a push up. As long as ETH can hold above 3,900 USD on the daily line, this wave of decline will end, and a major rebound will follow. I hope Ethereum can rise above.
$ETH
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B
SOLUSDT
Perp
Closed
PNL
+0.98USDT
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#PCE数据来袭
Today, Bitcoin continues to maintain fluctuations, temporarily not breaking below yesterday's low point of 111042, but the trend is relatively weak, with a probability of following our previous judgment of breaking through 110000. If it breaks down and then returns, there will be a second bottom divergence on the 4-hour chart, increasing the probability and intensity of a rebound. Ethereum is slightly beyond expectations, being weakly over the expected, and has reached the lower edge of our anticipated strong support range of 3900-4100 faster than expected. Due to the short lower shadow, Bitcoin still has the possibility of a pin bar, so it is very likely that 3900 will be touched. However, regardless, this range is already a position with a higher probability of successful bottom fishing, and it can be tried!
Overall, it is still within the range of the script, but one thing must be noted: the market is still weaker than our previous expectations. Therefore, if the key points are broken and do not recover for a long time, one must be prepared to stop losses, such as at Bitcoin 110920 or Ethereum 3900.
The value of key positions lies in the risk-reward ratio, which not only increases the probability of a rebound but also serves as a safety rope for controlling risks. If unexpected risks arise, it is essential to manage losses well, remember!
Can this bottom fishing allow me to enjoy another big Australian lobster? 🤣
Today, Bitcoin continues to maintain fluctuations, temporarily not breaking below yesterday's low point of 111042, but the trend is relatively weak, with a probability of following our previous judgment of breaking through 110000. If it breaks down and then returns, there will be a second bottom divergence on the 4-hour chart, increasing the probability and intensity of a rebound. Ethereum is slightly beyond expectations, being weakly over the expected, and has reached the lower edge of our anticipated strong support range of 3900-4100 faster than expected. Due to the short lower shadow, Bitcoin still has the possibility of a pin bar, so it is very likely that 3900 will be touched. However, regardless, this range is already a position with a higher probability of successful bottom fishing, and it can be tried!
Overall, it is still within the range of the script, but one thing must be noted: the market is still weaker than our previous expectations. Therefore, if the key points are broken and do not recover for a long time, one must be prepared to stop losses, such as at Bitcoin 110920 or Ethereum 3900.
The value of key positions lies in the risk-reward ratio, which not only increases the probability of a rebound but also serves as a safety rope for controlling risks. If unexpected risks arise, it is essential to manage losses well, remember!
Can this bottom fishing allow me to enjoy another big Australian lobster? 🤣
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#欧洲稳定币
Analysis of the cryptocurrency market opportunities for stablecoin layout by European banks
According to the latest movements of the European Central Bank and commercial banks, the following digital currencies and related projects will significantly benefit:
📌 Compliance stablecoin track 1) USDC: Circle has obtained a license from the French electronic money institution, its euro stablecoin EURC has a daily trading volume exceeding 40 million euros 2) EURCV: The euro stablecoin issued by Société Générale, inter-institutional settlement volume increased by 120% month-on-month, now supports Ethereum/Solana dual chain 3) DAI: The RWA strategy of MakerDAO is highly coordinated with the European bank tokenization deposit plan, and the proportion of euro bonds in DAI reserves has exceeded 18%
🌐 Underlying public chain ecosystem 1) Solana: SG Forge has selected Bullish Europe as the stablecoin launch platform, the trading volume of euro stablecoins on the Solana chain has increased by 300% quarter-on-quarter 2) Ethereum: The European Central Bank is considering deploying the digital euro on Ethereum L2, Starknet has entered the ECB's technical cooperation shortlist 3) Hyperliquid: Deutsche Bank has joined its institutional liquidity pool, and the protocol's TVL surged by 47% in a single week
🚀 Innovative protocols and tools 1) Ethena: USDe has exceeded 500 million USD in staking volume from European institutions, reaching an interest rate swap agreement with Commerzbank 2) Chainlink CCIP: Adopted by the European Investment Bank, providing cross-chain verification services for cross-border stablecoin settlements 3) Polygon CDK: Spain's Banco Bilbao Vizcaya Argentaria (BBVA) uses it to build the euro stablecoin settlement layer
💡 Regional opportunities
Eastern European market: Ukraine has amended the “Virtual Assets Law,” leading to a surge in trading volume of UAH-pegged stablecoins on the Waves chain
Nordic DeFi: Synthetix's euro synthetic asset sEUR reached a 9-month high in weekly trading volume
Southern European payments: Algorand collaborated with Poste Italiane to develop a digital euro wallet
Current data shows that for every additional 100 million euros in stablecoin reserves in the European banking system, the associated public chain Gas consumption will increase by 12-15%, and DEX liquidity depth will grow by 8-10%
$LISTA
Analysis of the cryptocurrency market opportunities for stablecoin layout by European banks
According to the latest movements of the European Central Bank and commercial banks, the following digital currencies and related projects will significantly benefit:
📌 Compliance stablecoin track 1) USDC: Circle has obtained a license from the French electronic money institution, its euro stablecoin EURC has a daily trading volume exceeding 40 million euros 2) EURCV: The euro stablecoin issued by Société Générale, inter-institutional settlement volume increased by 120% month-on-month, now supports Ethereum/Solana dual chain 3) DAI: The RWA strategy of MakerDAO is highly coordinated with the European bank tokenization deposit plan, and the proportion of euro bonds in DAI reserves has exceeded 18%
🌐 Underlying public chain ecosystem 1) Solana: SG Forge has selected Bullish Europe as the stablecoin launch platform, the trading volume of euro stablecoins on the Solana chain has increased by 300% quarter-on-quarter 2) Ethereum: The European Central Bank is considering deploying the digital euro on Ethereum L2, Starknet has entered the ECB's technical cooperation shortlist 3) Hyperliquid: Deutsche Bank has joined its institutional liquidity pool, and the protocol's TVL surged by 47% in a single week
🚀 Innovative protocols and tools 1) Ethena: USDe has exceeded 500 million USD in staking volume from European institutions, reaching an interest rate swap agreement with Commerzbank 2) Chainlink CCIP: Adopted by the European Investment Bank, providing cross-chain verification services for cross-border stablecoin settlements 3) Polygon CDK: Spain's Banco Bilbao Vizcaya Argentaria (BBVA) uses it to build the euro stablecoin settlement layer
💡 Regional opportunities
Eastern European market: Ukraine has amended the “Virtual Assets Law,” leading to a surge in trading volume of UAH-pegged stablecoins on the Waves chain
Nordic DeFi: Synthetix's euro synthetic asset sEUR reached a 9-month high in weekly trading volume
Southern European payments: Algorand collaborated with Poste Italiane to develop a digital euro wallet
Current data shows that for every additional 100 million euros in stablecoin reserves in the European banking system, the associated public chain Gas consumption will increase by 12-15%, and DEX liquidity depth will grow by 8-10%
$LISTA
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