# Сопутствующие статьи по теме Stablecoins

Новостной центр HTX предлагает последние статьи и углубленный анализ по "Stablecoins", охватывающие рыночные тренды, новости проектов, развитие технологий и политику регулирования в криптоиндустрии.

The Trillion-Dollar Stablecoin War: Binance Decides to Re-enter the Fray

The stablecoin market, with $27.6 trillion in on-chain transfers in 2024, has surpassed the combined volume of Visa and Mastercard. This marks a shift from a niche crypto product to a critical piece of global financial infrastructure. The article outlines the evolution of stablecoins. The 1.0 era was defined by first-mover advantage and passive monopolies. Tether's USDT dominates with a 60% market share, while Circle's USDC, despite its compliance focus, faced a crisis during the 2023 Silicon Valley Bank collapse, proving that network effect is the ultimate moat. Binance's journey reflects this competitive landscape. Its first stablecoin, the regulated BUSD, was shut down by U.S. regulators in 2023. It then pivoted to supporting FDUSD and has now taken a strategic stake in a new model with the launch of $U. Unlike traditional stablecoins, $U is a "stablecoin ETF" or "套娃" (nesting doll), backed by a basket of existing stablecoins: USDT, USDC, and the politically-connected USD1 from the Trump family. USD1's rapid growth, including a $2 billion investment into Binance from an Abu Dhabi fund, highlights a new dimension: stablecoins. The article argues that stablecoins are no longer just financial tools but vehicles for political capital and a new front in the battle for monetary influence, as evidenced by the U.S. passing the GENIUS Act to establish a federal regulatory framework. The "nesting doll" structure of $U aims to mitigate single-point risks (e.g., USDT's opacity, USDC's banking risk, USD1's political ties) and aggregate liquidity. However, it also creates a potential chain of risk contagion. The competition has moved from a solo fight for survival (1.0) to an era of alliances and aggregation (2.0), where the key is who can build the largest coalition. With giants like PayPal and Ripple entering the fray, the battle for the future of digital dollars is intensifying, and its outcome will have profound implications for the global financial system.

marsbit12/24 06:11

The Trillion-Dollar Stablecoin War: Binance Decides to Re-enter the Fray

marsbit12/24 06:11

Ripple CTO Explains How The XRP Ledger ‘Will Take Over The World’

Ripple CTO David Schwartz emphasized that sustained usage, real value movement, and institutional-grade infrastructure are key to the XRP Ledger's global adoption. He highlighted metrics like over 4 billion transactions processed, consistent 4-5 second settlement, and minimal fees. Schwartz stressed the importance of deep liquidity and real-world asset tokenization, noting involvement from major institutions like Guggenheim and Franklin Templeton. He distinguished between mere token issuance and active on-chain financial activity, asserting that practical financial products—not retail speculation—will drive mainstream adoption. At the time of reporting, XRP was trading at $1.88.

bitcoinist12/24 01:02

Ripple CTO Explains How The XRP Ledger ‘Will Take Over The World’

bitcoinist12/24 01:02

Stablecoins are leaving exchanges – and traders aren’t buying the dip

Stablecoins are being withdrawn from cryptocurrency exchanges at the fastest rate in the current market cycle, signaling a sharp decline in short-term risk appetite among traders. Despite a growing overall stablecoin supply—largely backed by U.S. Treasuries—investors are choosing to hold capital off exchanges rather than deploy it during the market downturn. This cautious behavior is evident in the significant outflows from major exchanges like Binance, which saw nearly $1.9 billion in net outflows over 30 days. While Bitcoin has corrected roughly 36% from its October highs, traders have been unwinding leverage, with open interest falling more than 40%. However, stablecoins aren't exiting the crypto ecosystem entirely. Instead, they are migrating to safer blockchain networks like TON, Ethereum, and Polygon, while trading-focused chains such as Solana and Tron experience outflows. The shift reflects a defensive strategy: investors are prioritizing safety and yield offered by stablecoins—which function like low-risk money market instruments—over exposure to volatile assets. This trend is likely to persist until market confidence returns.

ambcrypto12/23 23:02

Stablecoins are leaving exchanges – and traders aren’t buying the dip

ambcrypto12/23 23:02

Bitcoin Prediction: VanEck Warns 2026 Won’t Be A Melt-Up Or A Crash

VanEck's outlook for 2026 suggests Bitcoin will enter a period of consolidation rather than experience a dramatic melt-up or crash. In a recent note, Matthew Sigel, Head of Digital Assets Research, described the signals as "mixed but constructive." Key factors include reduced volatility, decreased leverage, and stable on-chain activity. VanEck expects the market to oscillate, advising a disciplined 1-3% Bitcoin allocation using dollar-cost averaging, while trimming during speculative excess. The firm highlights significant opportunities in Bitcoin mining, particularly operators transitioning into energy-backed compute platforms, and in stablecoin adoption for B2B payments. Quantum security is noted as an emerging topic for the ecosystem. Bitcoin was trading at $87,423 at the time of publication.

bitcoinist12/23 16:03

Bitcoin Prediction: VanEck Warns 2026 Won’t Be A Melt-Up Or A Crash

bitcoinist12/23 16:03

How Wall Street is using Ethereum without talking about Ethereum

Wall Street is increasingly adopting Ethereum's infrastructure for its cryptocurrency aspects but as a foundational utility for financial operations. Key drivers include the automation of settlement via smart contracts, enabling T+0 instant settlement and reducing manual processes. Stablecoins, particularly after the 2025 GENIUS Act, serve as a regulated digital dollar entry point, allowing continuous transfers. Major institutions like JPMorgan and BlackRock use Ethereum for tokenized funds and real-world assets, leveraging it as a distribution layer for enhanced liquidity and operational efficiency. Despite this widespread use, firms often avoid naming Ethereum directly, referring instead to neutral "onchain" or "programmable" infrastructure, highlighting its role as invisible yet essential financial plumbing.

cointelegraph12/23 13:27

How Wall Street is using Ethereum without talking about Ethereum

cointelegraph12/23 13:27

Fintech Stablecoins Just Got a Boost in South Korea as Lawmakers Oppose 51% Rule

South Korea is preparing to regulate stablecoins by 2026, with a key debate between the Bank of Korea (BoK) and the Financial Services Commission (FSC). The BoK supports a "51% rule" that would limit the issuance of KRW-backed stablecoins to entities majority-owned by banks, arguing that non-bank issuance could cause chaos. In contrast, the FSC favors a more open approach, allowing fintech companies to participate to encourage innovation. Recently, the Democratic Party of Korea’s Digital Asset Task Force expressed opposition to the BoK’s proposal, siding with the FSC. They argue that restricting stablecoin issuance to banks could hinder innovation and reduce competitiveness with global standards.

ccn.com12/23 12:23

Fintech Stablecoins Just Got a Boost in South Korea as Lawmakers Oppose 51% Rule

ccn.com12/23 12:23

How the Central Bank Will Regulate Cryptocurrencies in Russia. The Main Points

The Central Bank of Russia has published a concept for regulating cryptocurrencies and digital assets, with legislative changes proposed to the government. While crypto assets can be purchased by both qualified and unqualified investors, they are recognized as high-risk and cannot be used for domestic payments. Key regulations include: Unqualified investors can only buy the most liquid cryptocurrencies after passing a test, with an annual limit of 300,000 rubles per intermediary. Qualified investors can purchase any non-anonymous cryptocurrencies without volume limits, also after risk testing. Operations will be conducted through existing licensed infrastructure like exchanges and brokers. Residents can buy crypto abroad using foreign accounts and transfer previously purchased crypto overseas through Russian intermediaries, but must notify the tax service. The legal framework is to be prepared by July 1, 2026, with penalties for illegal intermediary activities effective from July 1, 2027. The regulation also covers the market for Russian Digital Financial Assets (DFAs), permitting their circulation on open networks to allow issuers to attract foreign investment. DFAs, distinct from cryptocurrencies, are tokenized versions of real assets issued on private blockchains by approved operators.

RBK-crypto12/23 12:14

How the Central Bank Will Regulate Cryptocurrencies in Russia. The Main Points

RBK-crypto12/23 12:14

RWA Weekly Report｜Data: Approximately 50% of Euro Stablecoins Deployed on Ethereum; Potential Policy Adjustments as Trump Prepares for Next November's Midterm Elections May Again Impact Digital Assets (12.18-12.23)

RWA Market Weekly Summary (Dec 18–23) The total on-chain value of Real World Assets (RWA) grew 1.65% this week to $19.05 billion, while the broader RWA market saw a slight contraction. U.S. Treasuries remained the core asset at $8.7 billion. Commodities and private equity saw notable increases. The number of RWA asset holders and stablecoin users continued to rise. Key developments include: - Data shows ~50% of euro-denominated stablecoins are deployed on Ethereum. - Former U.S. President Trump’s policy adjustments ahead of the midterm elections may impact digital assets. - The SEC issued new guidance on crypto asset custody and ATS operations. - Hong Kong proposed new rules for insurance investments in crypto assets. - U.S. lawmakers proposed tax exemptions for small stablecoin payments and staking rewards. - Ghana legalized crypto trading and plans to explore gold-backed stablecoins. Highlighted RWA projects: - Ondo Finance (ONDO) will launch tokenized stocks and ETFs on Solana in early 2026. - MSX (STONKS) is preparing for the potential launch of official Nasdaq tokenized stocks. Stablecoin sector growth continues, with Grayscale reporting a $300B supply and $1.1T in monthly trading volume.

marsbit12/23 10:56

RWA Weekly Report｜Data: Approximately 50% of Euro Stablecoins Deployed on Ethereum; Potential Policy Adjustments as Trump Prepares for Next November's Midterm Elections May Again Impact Digital Assets (12.18-12.23)

marsbit12/23 10:56

RWA Weekly Report｜Data: Approximately 50% of Euro Stablecoins Deployed on Ethereum; Potential Policy Adjustments as Trump Prepares for Next November's Midterm Elections May Again Impact Digital Assets (12.18-12.23)

RWA Weekly Report: Data shows approximately 50% of euro-denominated stablecoins are deployed on Ethereum; potential policy shifts as Trump prepares for midterm elections may impact digital asset markets (Dec 18–23, 2025). The on-chain value of Real World Assets (RWA) grew 1.65% to $19.05 billion, while the broader RWA market contracted slightly to $402.57 billion. User adoption continued to rise, with RWA holders increasing to 582,639 and stablecoin holders reaching 212.54 million. U.S. Treasury bonds remained the core asset at $8.7 billion, while commodities and private equity saw notable growth. Key developments include the SEC issuing new guidance for crypto asset custody and ATS operations, Hong Kong proposing new rules for insurer investments in crypto assets, and U.S. lawmakers discussing tax exemptions for small stablecoin transactions. Data from Token Terminal indicates about half of all euro stablecoins are on Ethereum. Political focus remains on potential policy adjustments by Trump ahead of the 2026 midterm elections, which could affect digital asset markets. Projects like Ondo Finance and MSX (STONKS) are advancing tokenized traditional assets, with Ondo expanding to Solana and MSX preparing for Nasdaq’s potential entry into tokenized stocks. Ghana legalized cryptocurrency trading and is exploring gold-backed stablecoins, reflecting global regulatory evolution. Stablecoin supply reached $300 billion in 2025, with significant transaction volume driving growth in related ecosystems.

Odaily星球日报12/23 10:48

RWA Weekly Report｜Data: Approximately 50% of Euro Stablecoins Deployed on Ethereum; Potential Policy Adjustments as Trump Prepares for Next November's Midterm Elections May Again Impact Digital Assets (12.18-12.23)

Odaily星球日报12/23 10:48

PANews 2025 Public Chain Data Review: 'Naked Swimming' Moment, Who is Growing Against the Trend?

PANews's 2025 public chain data review reveals a year of market correction and divergence. While the total value locked (TVL) across 26 major chains saw minimal growth (5.89%), down sharply from 2024's 119% surge, key metrics highlighted a shift towards fundamentals. The average token price fell by 50%, with new chains like Movement (-95%) and Berachain (-92%) hit hardest. However, underlying on-chain activity surged. Total fees generated grew 60% to $16.75 billion, and aggregate DEX trading volume rose 88%. Solana dethroned Ethereum in DEX volume, processing $1.52 trillion, while BNB Chain grew significantly across most metrics. Hyperliquid emerged as a standout, with a 299% TVL increase and a staggering 9,389% fee growth. BNB Chain and Tron also posted gains. In contrast, Solana's TVL stagnated (+0.8%) and user activity fell, exposing its meme-coindependency. Sui faced significant price pressure from token unlocks. Stablecoin market cap saw a "full bull market," with Solana leading growth at +196%. Funding data showed fewer but larger deals, with Polygon topping total capital raised due to Polymarket's mega-round. The year marked a pivot from "narrative" speculation to a focus on real revenue, user retention, and sustainable ecosystems, setting the stage for a more mature infrastructure landscape in 2026.

marsbit12/23 08:23

PANews 2025 Public Chain Data Review: 'Naked Swimming' Moment, Who is Growing Against the Trend?

marsbit12/23 08:23

活动图片

Популярные категорииright-arrow

Популярные тегиright-arrow

Technology Trends

Trading Strategies