Что рекордный интерес к стейблкоинам значит для рынка

cryptonews.ruPublicado a 2025-07-24Actualizado a 2025-07-29

Количество поисковых запросов в Google по слову «стейблкоин» обновило абсолютный максимум. При этом статистика по запросу «криптовалюта» далека от пиковых значений

Вот что рост интереса к стейблкоинам значит для участников рынка и как раньше BTC реагировал на такие изменения.

К концу июля 2025 года количество поисковых запросов по слову «стейблкоин» обновило абсолютный максимум. Предыдущий пик зафиксирован в мае 2022 года. В этот период биткоин активно падал после обновления циклического максимума в ноябре 2021 года. Можно предположить, что интерес к стейблкоинам на тот момент был обусловлен попытками инвесторов сберечь накопления через их перевод в «стабильные» монеты. Также рынок в этот период оказался под давлением из-за краха экосистемы Terra.

Количество поисковых запросов по стейблкоинам в Google

В условиях 2025 года ситуация изменилась. На этот раз пик интереса пришелся на буллран. 14 июля биткоин обновил абсолютный максимум на уровне $123 091. На момент написания обзора, криптовалюта торгуется всего на 3% дешевле.

Также есть прогресс в сфере регулирования. 19 июля Трамп подписал GENIUS Act — первый закон, который регулирует выпуск и обращение стейблкоинов в США. На фоне утверждения инициативы многие крупные компании, включая банки JPMorgan Chase и Citigroup, начали изучать возможность выпуска собственных «стабильных» монет.

Банкиры видят перспективы роста рынка стейблкоинов. Например, JPMorgan прогнозирует его рост до $1 трлн к 2028 году.

Для участников же криптосообщества такой интерес крупных игроков к стейблкоинам — возможный признак продолжения роста рынка. Дело в том, что в криптоиндустрии «стабильные» монеты считают «порохом» буллрана. Общая капитализация стейблкоинов, по данным DeFi Lama, на момент написания новости, обновляет абсолютный максимум близ $266 млрд.

Капитализация рынка стейблкоинов. Источник: DeFi Lama

Интересно!

Стейблкоины называют «порохом буллрана», потому что это долларовая ликвидность, которая уже находится внутри криптоэкосистемы. Она может в любой момент превратиться в спрос на риск‑активы, такие, как биткоин, Ethereum и другие альты. Чем больше запас «пороха» — тем легче рынку продолжать буллран.

Количество поисковых запросов по криптовалюте тем временем далеко от максимума. Предыдущий пик был зафиксирован в декабре 2024, когда биткоин впервые в истории пробил уровень $100 000. До этого пики фиксировали в мае 2021 (бан майнеров в Китае) и ноябре 2021 (максимум стоимости биткоина в цикле после халвинга 2018 года).

Количество поисковых запросов по криптовалюте в Google

Многие участники рынка считают, что максимальные показатели поисковых запросов по криптовалюте указывают на вход в рынок ретейла. Часто повышенный интерес частных инвесторов к крипте совпадает с пиком буллрана. По этой логике, рынок еще не перегрет, а значит есть потенциал для продолжения роста.

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