# Stablecoin的所有文章

在 HTX 新聞中心流覽與「Stablecoin」相關的最新資訊與深度分析。潘蓋市場趨勢、專案動態、技術進展及監管政策，提供權威的加密行業洞察。

Turning 200,000 into Nearly 100 Million: DeFi Stablecoin Attacked Again

DeFi stablecoin protocol Resolv Labs was exploited, resulting in a hacker minting 80 million USR tokens using only 200,000 USDC. The attacker’s address (starting with 0x04A2) first created 50 million USR with 100,000 USDC, and later minted another 30 million with an additional 100,000 USDC. This caused USR to depeg, dropping to around $0.25 before partially recovering to approximately $0.80. The incident also impacted related lending markets on Morpho and Lista DAO, which paused new borrowing requests. Additionally, RLP token holders, including Stream Finance—which holds over 13 million RLP tokens—face significant exposure, with estimated losses around $17 million. Initial analysis by DeFi community YAM suggests the exploit occurred because the protocol’s SERVICE_ROLE, which provides minting parameters, was compromised. The system fully trusted this role’s input without on-chain verification or minting limits, allowing the attacker to manipulate the mint amount. The project’s emergency response was also slow, taking nearly three hours to pause the protocol due to multi-signature delays. This attack highlights critical vulnerabilities in off-chain role trust and emergency mechanisms within DeFi protocols.

marsbit2 小時前

Turning 200,000 into Nearly 100 Million: DeFi Stablecoin Attacked Again

marsbit2 小時前

Inside Ethereum network’s efforts to become settlement layer for all AI activities

Etherean is solidifying its position as the dominant DeFi hub, evidenced by massive and growing stablecoin volumes, including a $7 billion monthly increase. A strategic shift is underway with USDC supply growing 10% to over $52 billion, partly driven by Circle's AI-focused Nanopayments that enable near-free transactions. This growth, combined with entities like BitMine making massive ETH stakes and strategic investments in AI-linked assets, positions Ethereum to potentially become the primary settlement layer for the emerging AI-driven economy.

ambcrypto8 小時前

Inside Ethereum network’s efforts to become settlement layer for all AI activities

ambcrypto8 小時前

Bitcoin Exchange Reserves Plummet To Lowest Level – Why This May Not Be Bullish

Bitcoin exchange reserves have hit a historic low of 2.72 million BTC, representing only 13.6% of the circulating supply. While this typically signals bullish sentiment as investors move assets to private wallets for long-term holding, a concerning withdrawal of approximately $600 million in stablecoin reserves over 48 hours suggests potential market liquidity issues. This pattern previously preceded significant market downturns. Despite Bitcoin's recent price struggles, including a drop to $60,000, whale wallets holding 100+ BTC have increased by 753 in three months, indicating continued accumulation by large investors. Bitcoin is currently trading around $70,600, with mixed short-term performance but a 5.95% gain over the past month.

bitcoinist17 小時前

Bitcoin Exchange Reserves Plummet To Lowest Level – Why This May Not Be Bullish

bitcoinist17 小時前

Weekly Token Unlocks: H Unlocks Tokens Worth Tens of Millions of Dollars

This week's major token unlocks feature three projects releasing significant value. SoSoValue, an AI-powered crypto investment research platform, will unlock 13.33 million tokens valued at approximately $5.41 million. Humanity Protocol, an anti-Sybil blockchain network for human identity verification, is set to unlock 110 million tokens worth about $10.01 million. Plasma, a Layer 1 blockchain designed for global stablecoin payments, will unlock 89.17 million tokens valued at around $8.56 million. Combined, these unlocks represent over $24 million in value entering the market.

marsbit18 小時前

Weekly Token Unlocks: H Unlocks Tokens Worth Tens of Millions of Dollars

marsbit18 小時前

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

The article contrasts the investment prospects of Tencent and Circle in the AI era, framing the decision as a choice between "easy" and "hard" problems, inspired by Charlie Munger's philosophy. Tencent's stock has declined despite strong earnings, as the market shifted from fearing insufficient AI investment to worrying about excessive spending. The author argues this pessimism is overdone. WeChat's nascent AI agent, Yuanbao, is seen as a prototype for a future, more powerful system-native agent. Crucially, this agent would have system-level permissions to seamlessly interact with the massive Mini Program ecosystem (housing apps like Meituan, Didi, etc.), making it a practical, usable product for billions. The author believes the high-probability success of this inevitable development makes investing in Tencent an "easy" decision that the market is currently overlooking. Conversely, Circle's recent rise is fueled by the AI narrative, specifically the belief that AI agents will require blockchain-based stablecoins for settlement, with USDC as the leading compliant option. The author deconstructs this bullish thesis, identifying high uncertainties in its core assumptions: whether AI transactions will *necessarily* use stablecoins (vs. other protocols like Google's UCP), USDC's ability to maintain its lead against competitors like Tether or PayPal, and whether stablecoins even possess strong network effects in an agent-dominated world where cost and friction are paramount. The compounding uncertainty makes investing in Circle a "hard" problem, riskier than market sentiment suggests. In summary, the author posits that Tencent presents a clear, high-probability opportunity (easy), while Circle's future is built on a chain of speculative assumptions (hard).

marsbit昨天 11:20

From Tencent and Circle: Looking at the Easy and Hard Questions of Investment

marsbit昨天 11:20

Trump’s crypto advisor confirms ‘agreement in principle’ on CLARITY Act

Trump's crypto advisor Patrick Witt confirmed a bipartisan 'agreement in principle' has been reached between the Senate and White House to advance the stalled CLARITY Act, a major crypto market structure bill. The breakthrough addresses banking industry concerns over stablecoin yields by blocking rewards on passive balances to prevent deposit flight, while permitting activity-based rewards for transactions and utility. This compromise, brokered by Senators Tillis and Alsobrooks, aims to unblock the legislation which had been stalled since January 2026. The bill's passage now depends on banking industry support, with a Senate markup expected after Easter recess if approved. The legislation faces a tight timeline to pass before the August recess and upcoming elections.

ambcrypto昨天 09:20

Trump’s crypto advisor confirms ‘agreement in principle’ on CLARITY Act

ambcrypto昨天 09:20

Ethereum vs Solana – No chain has defensible ‘moat’ yet, warns Wintermute CEO

Wintermute CEO Evgeny Gaevoy argues that neither Ethereum nor Solana has established a defensible market position, despite Ethereum's dominance in DeFi TVL ($56 billion vs. Solana's $6.8 billion). He claims Ethereum's value is largely "stuck money" and corporate experiments with limited real-world impact, while Solana, though technologically capable, remains overly reliant on memecoin activity without major new dApps. Gaevoy believes the space remains open for new blockchains to emerge and attract users. Hyperliquid's success supports this view, as it now generates 45% of blockchain fee revenue—surpassing Ethereum (7%) and Solana (13%)—by expanding into commodity trading. Additionally, new corporate chains like Tempo and Circle’s Arc threaten public chains' stablecoin and tokenization advantages by offering lower fees and enhanced security. The competition remains fluid, with no clear winner yet.

ambcrypto昨天 07:05

Ethereum vs Solana – No chain has defensible ‘moat’ yet, warns Wintermute CEO

ambcrypto昨天 07:05

Chainlink Maxi Shares Why LINK Is A Better Institutional Bet Than XRP

In a controversial post, Chainlink ambassador Zach Rynes sparked debate by arguing that LINK is a superior institutional investment compared to XRP. He criticized Ripple for prioritizing equity shareholders over XRP token holders, claiming the company uses XRP sale proceeds to fund corporate acquisitions and stock buybacks that don’t benefit token investors. Rynes dismissed the XRP Ledger as an "obsolete ghost chain" with minimal market share in real-world assets and stablecoins, while highlighting Chainlink’s dominance in DeFi, institutional partnerships, and structurally aligned incentives—noting that even Chainlink employees are rewarded in LINK, not equity. Ripple’s former CTO, David Schwartz, countered that Ripple’s consistent XRP sales created lower entry prices for buyers, a claim Rynes rejected as "elite-tier gaslighting."

bitcoinist昨天 03:01

Chainlink Maxi Shares Why LINK Is A Better Institutional Bet Than XRP

bitcoinist昨天 03:01

CNBC Teases Deal Between Banks And Crypto For Long-Awaited Market Structure Bill

CNBC reports that banking and cryptocurrency representatives are nearing a tentative agreement, potentially advancing the stalled CLARITY Act. Senate Banking Committee lawmakers may have reached a compromise, with a markup and vote expected soon. Key discussions involve stablecoin reward structures, though staff indicate negotiators are "99% of the way there." Additionally, Republicans are considering adding community bank deregulatory provisions from a House housing bill into the crypto legislation as part of a broader political trade-off to secure support. Talks remain fluid, and no final decisions have been made.

bitcoinist昨天 22:01

CNBC Teases Deal Between Banks And Crypto For Long-Awaited Market Structure Bill

bitcoinist昨天 22:01

Crypto Rules Are Changing—But Congress Still Decides The Endgame

Republican senators met with a White House crypto adviser in a closed-door session, signaling progress on digital asset oversight legislation. A key sticking point—stablecoin yield—is nearly resolved, moving the Senate’s CLARITY Act forward. Simultaneously, SEC Chair Paul Atkins announced a major policy shift, stating that most cryptocurrencies are not securities. Only tokenized traditional securities remain under SEC jurisdiction. The SEC’s new interpretive guidance, described as a temporary bridge, aligns with a recent agreement with the CFTC, which is poised to take a larger regulatory role once Congress passes comprehensive legislation.

bitcoinist昨天 18:32

Crypto Rules Are Changing—But Congress Still Decides The Endgame