World Liberty Financial能否改变稳定币游戏规则?

marsbit2024-10-28 tarihinde yayınlandı2024-10-29 tarihinde güncellendi

特朗普加密项目“World Liberty”计划发行稳定币,消息人士称

据悉,特朗普加密项目计划推出一种本地稳定币,此举可能会带来法律和道德上的复杂问题,同时也可能带来巨大利润。

据消息人士向Decrypt透露,唐纳德·特朗普有争议的加密项目World Liberty Financial最近通过首次代币销售筹集了1400万美元,并计划创建和发行其自有的稳定币。

该稳定币是一种旨在保持稳定价值的加密货币,通常与美元挂钩,目前仍处于开发阶段,可能需要一些时间才能上线。据一位消息人士称,World Liberty团队仍在研究如何确保该金融产品的安全性,然后再将其推向市场。

与此同时,另一位消息人士透露,团队正在同步推进World Liberty Financial的多个主要项目组件,包括稳定币,确保这些功能能在适当时机推出。

World Liberty的近期举措也暗示了可能的稳定币计划。本月早些时候,该项目宣布稳定币发行公司Paxos的联合创始人Rich Teo将担任World Liberty的稳定币和支付负责人。

Teo没有回应Decrypt关于该消息的置评请求。World Liberty Financial的代表则拒绝发表评论。

尽管World Liberty因计划推出一个与前总统(可能的未来总统)直接相关的基于以太坊的借贷平台而引发了关注和争议,但特朗普及其商业伙伴发行自有稳定币的前景很可能会带来更大的风险,同时也带来更丰厚的回报机会。

稳定币是加密生态系统的重要组成部分。它们使加密货币交易者可以将资金停放在价格保持稳定的数字资产中,即便在加密市场波动时仍能保持固定价格。同时,稳定币在美元受限或无法获取的市场中充当美元的替代品,是加密货币与传统金融市场之间重要的进出通道。

为了保持稳定币的本质,稳定币必须有高度的抵押支持。美国领先的稳定币发行商Circle表示,目前它在受监管的美国金融机构持有价值345.9亿美元的美元资产,用于支持流通中的343.7亿美元USDC稳定币。

其他一些稳定币项目试图规避这种法币抵押的方法,通常选择使用加密货币作为支撑。最著名的是加密公司Terra,它尝试通过与其内部另一种加密货币挂钩的算法来将其UST稳定币锚定于美元。这一策略持续了超过一年,直到2022年5月UST价格暴跌至零,导致约600亿美元的损失,对整个加密市场造成了严重打击。

稳定币的合法性在美国仍存在争议。美国证券交易委员会(SEC)曾起诉币安等公司发行稳定币,声称这些代币属于非法的、未注册的证券发行。然而,今年夏初,联邦法官驳回了对币安的这些稳定币相关指控。

几位著名的联邦立法者已表态,计划在明年就有关稳定币的立法进行投票——这可能会带来一个独特的情境:如果特朗普再次当选,他将控制白宫,而国会则决定他商业伙伴计划推出的金融产品的合法性。

尽管存在潜在的法律和监管困境,稳定币仍可能为World Liberty团队带来巨大利润。类似银行的运作方式,稳定币发行方通过将客户存款再投资于国债等收益产品来获取收入。市场领先的稳定币USDT背后的公司Tether在2024年上半年实现了创纪录的52亿美元利润。总部位于英属维尔京群岛的Tether目前持有近810亿美元的美国国债。

稳定币产生的收入可以为World Liberty未来的计划提供资金支持,但在竞争激烈的市场中推出新稳定币绝非易事。此类项目需要与Coinbase和币安等领先的加密交易所达成协议,以确保该资产可以面向广泛的用户。币安目前与市值第五大稳定币FDUSD的发行方First Digital Labs有“战略商业合作伙伴关系”。Coinbase则与Circle共同发行市值第二大的USDC。

然而,如果特朗普再次当选,他将在与这些交易所的谈判中拥有独特的强势地位:币安和Coinbase目前都面临SEC的长期诉讼,影响其运营能力。

特朗普还与全球最大稳定币发行商有联系。Tether依赖华尔街资产管理公司Cantor Fitzgerald来托管其储备中“非常多”的资产,Cantor的CEO霍华德·鲁特尼克表示。鲁特尼克目前是特朗普过渡团队的联合主席。

推出一个有抵押的稳定币还需要大量资金支持。根据Dune的数据,World Liberty Financial本月初推出了治理代币销售,但迄今为止仅售出约1424万美元的代币,这仅占该项目计划公开销售的3亿美元代币的4.7%。

尽管如此,World Liberty Financial计划借助特朗普品牌,成为零售投资者进入加密交易和去中心化金融(DeFi)这一往往不透明领域的首选服务。该项目曾表示,其使命是“通过推动稳定币和去中心化金融的大规模普及,使加密货币和美国再次伟大”。

尽管特朗普和他的加密盟友近几个月来热情宣扬稳定币的好处,他们同时也强烈批评了美国中央银行数字货币(CBDC)的潜在风险——本质上是一种由美国政府发行的稳定币。特朗普多次承诺,如果再次当选,将禁止CBDC的创建。

“这种货币将赋予联邦政府——也就是我们的政府——对你资金的绝对控制权,”特朗普今年早些时候在新罕布什尔州的一次竞选活动中表示。

“他们可以拿走你的钱,”他补充道,“你甚至不会知道它不见了。”

İlgili Okumalar

Weng Li's New Blog Proposes 'Self-Evolution Should Start from Harness', DeepSeek's Cui Tianyi Endorses with Repost

Lilian Weng, former OpenAI security VP and co-founder of Thinking Machines Lab, has published a new blog post titled "Harness Engineering for Self-Improvement," proposing a pragmatic path for AI self-evolution. She argues that Recursive Self-Improvement (RSI) may practically begin at the "Harness" layer—the external runtime system governing how models use tools, manage context, and execute tasks—rather than directly from the model rewriting its own weights. The blog outlines a progression from optimizing prompts (Context Engineering) to designing workflows, and ultimately to Self-Improving Harness systems. These systems can identify their own weaknesses, propose targeted, verifiable modifications to the harness code, and validate improvements. Works like Self-Harness and Darwin Gödel Machine (DGM) demonstrate significant performance gains on benchmarks like SWE-bench through such automated harness evolution, rivaling handcrafted agents. DeepSeek researcher Tianyi Cui endorsed the view, noting harness-based self-evolution is as promising as model-based approaches. Weng emphasizes this is complementary to model training, with both reinforcing each other. However, key challenges remain: weak evaluators for subjective tasks, reward hacking, diversity collapse, managing long-term system health versus short-term success, and defining the human oversight role. The consensus is growing: the harness is a critical variable, as the same model can exhibit vastly different capabilities within different harness systems.

marsbit1 saat önce

Weng Li's New Blog Proposes 'Self-Evolution Should Start from Harness', DeepSeek's Cui Tianyi Endorses with Repost

marsbit1 saat önce

Odaily Editorial Department Tea Party (July 8)

Odaily Editorial Team Casual Chat (July 8) This is an informal column from Odaily's editorial team, sharing immediate thoughts on industry news, data, and hot topics from various angles. It presents investment ideas and opportunity hypotheses still under verification—which may not be direct wealth codes but questions in themselves—alongside observations from industry interactions and materials that genuinely enhance the team's understanding. The content is based on real investment and observation experiences, carries no advertising, and does not constitute investment advice. Its purpose is to broaden perspectives and supplement information sources, not to create consensus. Team Member Shares: * **Wenser (@wenser2010):** Noted a deeper correction (nearly 30%) in US and Korean stocks, including memory stocks, but remains bullish on DRAM due to perceived supply shortages. In prediction markets, personal small bets outperformed blind copying; favors France to win the World Cup. Views crypto-related stocks like STRK as bearish for now, while seeing Circle and Coinbase as potential rebound plays. Observes recent strength in software stocks like Microsoft but is unsure if it's a sustained recovery. * **Bcxiongdi (@bcxiongdi):** Discusses the recent "recovery training" in meme coin markets on Solana and BSC, characterized by small-scale PVP opportunities, admitting to having sold many assets too early. Suggests also watching the Robinhood chain. Found World Cup prediction markets challenging, advising to consider buying during matches rather than only before. * **Azuma (@azuma_eth):** Focuses on the US stock market, particularly the significant semiconductor correction. Believes demand fundamentals remain and considers buying the dip in DRAM stocks. Notes a potential rotation signal as hedge funds have recently concentrated buying in tech stocks. Plans to continue adding to RKLB (Rocket Lab) stock, seeing limited downside and high upside potential at current levels after its founder's share sale window closed.

Odaily星球日报1 saat önce

Odaily Editorial Department Tea Party (July 8)

Odaily星球日报1 saat önce

İşlemler

Spot
活动图片