Monad объединяется с Chainlink для укрепления экосистемы уровня 1

cryptonews.ruPubblicato 2024-11-23Pubblicato ultima volta 2025-04-23

Monad, блокчейн L1, созданный для высокой производительности и совместимый с виртуальной машиной Ethereum (EVM), официально присоединился к программе Chainlink SCALE. Благодаря партнерству Monad внедрит в свою тестовую сеть службы оракула Chainlink, включая каналы данных, потоки данных и кросс-чейн протокол CCIP. Это означает, что разработчики, работающие на Monad, получат доступ к более точным и надежным рыночным данным, не полагаясь на третьих лиц.

Предоставляя защищенные от несанкционированного изменения цены и рыночные знания, эта интеграция может повысить доверие пользователей и проложить путь к более широкому внедрению. Потоки данных Chainlink обеспечивают доставку данных с минимальными затратами и с уменьшенной задержкой. Для проектов DeFi, которым нужна скорость и эффективность, это может быть необходимым решением. CCIP, в свою очередь, позволяет осуществлять кросс-чейн-передачу токенов с конкретными инструкциями в целевом блокчейне.

CAP уже использовал оракулы Chainlink на Ethereum, чтобы гарантировать, что цена cUSD остается прозрачной и не может быть манипулирована. Действия CAP являются реальным примером того, как Chainlink может напрямую укреплять доверие к проектам DeFi. На момент написания материала LINK торгуется по $14,61, увеличившись за последние 24 часа на 11,83%, в результате чего рыночная капитализация превысила отметку в $9 млрд.

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The Impact of OUSD on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Landscape

OUSD's Impact on Circle, Tether, and Paxos: A Nuanced Competitive Reshuffle The launch of OUSD, a new stablecoin initiative, has complex implications for the stablecoin market. For Circle (CRCL), the initial 15-20% stock drop reflects legitimate competitive concerns but is not a "death sentence." Circle retains deep liquidity, existing integrations, and first-mover advantages. A potential restructuring or termination of its Coinbase partnership could even double its net revenue in the short term, providing more competitive freedom. However, OUSD, backed by Stripe's engineering and product strengths, could become the default stablecoin within the Stripe ecosystem for new adopters, challenging USDC's position. OUSD does not solve the core barrier for corporate adoption: it remains a credit exposure to its issuer (likely a Bridge-related entity), which, like Circle, is not an investment-grade entity. Large banks and asset managers could still capture the most lucrative enterprise use cases. Circle must accelerate its payment/fintech product development and consider defensive M&A. For Tether, OUSD targets a different market segment. Tether will continue focusing on distribution channels not prioritized by Stripe or Circle. Its market share may decline over time, but within a significantly growing total market. Paxos faces the greatest pressure. OUSD undermines the key selling points of its USDG stablecoin, and Paxos's regulatory advantages may diminish as frameworks mature. This poses a more existential challenge, explaining Paxos's recent shift back to its brokerage-as-a-service business.

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The Impact of OUSD on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Landscape

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OUSD's Impact on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Reshuffle

This article analyzes the impact of the newly announced stablecoin OUSD, backed by a consortium including Stripe, on major incumbents like Circle (USDC), Tether (USDT), and Paxos (USDG). For Circle, the announcement is not a simple negative. While the initial market reaction was rational, it's not a "death sentence." Circle retains deep liquidity, existing integrations, and first-mover advantage. A potential restructuring or termination of its exclusive revenue-sharing deal with Coinbase could even near-double its net income in the short term, providing more competitive flexibility. However, within the Stripe ecosystem, OUSD, with its strong engineering and product focus, could become the default choice, displacing USDC for new integrations. Circle must accelerate its own fintech product development and consider defensive M&A. OUSD does not directly threaten Tether's core markets, which focus on different distribution channels. Tether's market share may decline over time but within a significantly growing overall market. Paxos faces the greatest pressure. OUSD undermines the primary value proposition of its USDG stablecoin, and Paxos's regulatory advantages may erode as frameworks mature, posing a more existential challenge. This explains Paxos's recent strategic pivot towards brokerage-as-a-service. A fundamental unresolved issue for enterprise adoption remains: if issued by a Bridge-related entity, OUSD, like USDC, still represents a credit exposure to a non-investment-grade issuer, unless a parent company guarantee is provided. Large banks and asset managers entering the space later could still compete for the most lucrative enterprise use cases.

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OUSD's Impact on Circle, Tether, and Paxos: Not a Simple Negative, but a More Complex Competitive Reshuffle

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Benvenuto nella Community HTX. Qui puoi rimanere informato sugli ultimi sviluppi della piattaforma e accedere ad approfondimenti esperti sul mercato. Le opinioni degli utenti sul prezzo di LINK LINK sono presentate come di seguito.

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