▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io 如果你还在盯着稳定币“谁发行更多”,那你可能已经慢了一步。 这一期,我们拆解一个正在发生但大多数人还没看懂的变化: 稳定币的竞争,正在从“发行”,转向“控制体系”。 为什么上百家加密公司突然主动要求更严格监管。 为什么Circle CEO亲自去韩国,却明确表示不优先发行韩元稳定币。 为什么Coinbase不只是交易所,而是整个资金入口的“守门人”。 这些现象背后,其实指向同一个方向: 稳定币,正在变成新一代金融基础设施。 而真正的赢家,不再是发币的人,而是控制“资金流动路径”的人。 本视频重点内容: 稳定币赛道三阶段演变 发行权为什么正在被收回 稳定币基础设施层的核心价值 Circle、Coinbase、Ripple的真实路线 资金进入这个赛道的三波路径 最关键的四个“买入信号” 当前阶段可以参与,还是已经太晚 如果你想系统跟踪这条赛道,我会在社区持续更新【稳定币核心名单】和关键数据变化。 留言【稳定币核心名单】,我会放在置顶链接。 你也可以加入社区财富群,获取第一时间的市场信号和路径变化。 最后留一个问题: 未来稳定币,会是银行主导,还是科技公司主导。 如果只能选一个,你会选COIN还是CRCL。 下一期,如果点赞过1000,我会拆解Circle的完整估值模型。 订阅频道,不然下一轮行情,你可能真的看不懂。 #稳定币 #加密货币 #比特币 #美股投资 #Coinbase #Circle #USDC #金融科技 #区块链 #投资逻辑 #牛市机会 #数字美元 #Web3 #RWA #跨境支付 #加密监管 #美元体系 #投资机会 #科技股 #金融市场 ▶ Coinbase Website: Coinbase.com ▶ CEX Website: cex.io Youtube version
Tag: Stablecoin
Ripple CEO Says Market Structure Bill Not a ‘Done Deal,’ Despite Stablecoin Compromise
Brad Garlinghouse, CEO of Ripple Labs, warned Tuesday that recent progress on the digital asset market structure bill in the US Senate did not guarantee success for the legislation, speculating that the next two weeks would be crucial. Speaking at the Consensus crypto conference in Miami, Garlinghouse said that the likelihood of the market structure bill, the CLARITY Act, passing would “drop precipitously” if not addressed in the next two weeks. According to the Ripple CEO, the bill would be “too much of a loaded issue” amid campaigns for the…
Bankers Say CLARITY Act Stablecoin Provisions Still Flawed
America’s largest banking groups said they remain dissatisfied with the CLARITY Act’s newly proposed language on stablecoin yield, arguing that it fails to protect bank deposits. In a statement Monday, the bankers acknowledged that US Senators Thom Tillis and Angela Alsobrooks are “seeking to achieve the correct policy goal” in prohibiting stablecoin yield but noted that the CLARITY Act’s “proposed language” currently “falls short of that goal.” “It is imperative that Congress get this right,” the American Bankers Association said in a joint statement with the Bank Policy Institute, Consumer…
Stablecoin Label Outdated as Crypto Evolves Into Global Financial Rails
Stablecoins, the name given to cryptocurrencies pegged to the price of a stable asset such as the US dollar or gold, have outgrown their label as they become part of the global financial system, said Robert Hackett, head of special projects at a16z crypto. Hackett said in a report on Friday that the term “stablecoins” was coined in crypto’s early years, when wild volatility defined the space and the tokens were created to maintain stable value and encourage their use for everyday financial activity. “The name was straightforward, if slightly…
Stablecoin Firms $112B Opportunity LATAM Remittance Market
Fintech and stablecoin firms should consider looking outside of the US-to-Mexico corridor to win the $174 billion Latin America remittance market, according to a Bybit executive. Most firms have focused too narrowly on the $61.8 billion US-Mexico remittance market and are missing faster-growing corridors between the US and Central America, as well as remittances within Latin America, Bybit Chief Marketing Officer Claudia Wang said in a post on X on Sunday. “The corridors that look ‘hot’ right now are not the corridors most fintechs are optimized for,” she said, citing…
US CLARITY Act Moves Closer To Law After Stablecoin Update
They say journalists never truly clock out. But for Christian, that’s not just a metaphor, it’s a lifestyle. By day, he navigates the ever-shifting tides of the cryptocurrency market, wielding words like a seasoned editor and crafting articles that decipher the jargon for the masses. When the PC goes on hibernate mode, however, his pursuits take a more mechanical (and sometimes philosophical) turn. Christian’s journey with the written word began long before the age of Bitcoin. In the hallowed halls of academia, he honed his craft as a feature writer…
AI Mining Pivot, ETH Bets, Stablecoin Pause
Historically, crypto markets have been driven by a dominant narrative. Not today. In one corner, miners are trying to break free of four-year cycles. IREN is being recast as an AI infrastructure company, with analysts pointing to data centers and compute demand as the real growth engine. In another corner, BitMine is doing the exact opposite, pouring billions deeper into Ether (ETH) even as losses mount. The disconnect doesn’t stop there. Stablecoin balances have ballooned to over $300 billion, yet activity has dropped sharply. It reflects capital waiting, with no…
Bakkt Finishes Acquisition of Stablecoin Infrastructure Firm
Digital asset company Bakkt completed its acquisition of stablecoin infrastructure firm Distributed Technologies Research (DTR) through an equity-based transaction as part of its bid to create a digital settlement layer. Bakkt CEO Akshay Naheta said on Thursday that the deal aims to combine Bakkt’s institutional infrastructure with DTR’s native artificial intelligence payments engine and stablecoin technology to create a 24/7 digital settlement layer. “The architecture of money movement rarely evolves at this level,” he said. “This transaction accelerates the re-platforming of global financial infrastructure. By fully integrating DTR’s technology, we…
MoonPay Rolls Out Agent-Ready Stablecoin Card on Mastercard Network
MoonPay is launching a virtual debit card that allows users and AI agents to spend stablecoins directly from self-custodied onchain wallets at merchants that accept Mastercard, using real-time crypto-to-fiat conversion at checkout. The card, developed with Monavate and Exodus Movement, Inc., connects onchain wallets to traditional card rails, enabling transactions without preloading funds or transferring assets offchain, with smart contracts authorizing spending at the point of purchase. Available through MoonPay’s CLI and agent workflows to users in the UK and Latin America, the card is designed for programmatic use, allowing…
Spain Leads EURC Stablecoin Adoption Across Europe: Brighty
Spain appears to be the strongest retail market for Circle’s euro-pegged stablecoin EURC on crypto banking platform Brighty, according to company data. Spain led EURC usage by a wide margin in 2025 and the first quarter of 2026, accounting for about 36% of transactions and 25% of volume, according to Brighty data seen by Cointelegraph. “For Spanish users, EURC functions essentially as a standard euro on a card with no exchange rate friction when transacting against USDC,” Brighty co-founder Nick Denisenko said. Brighty’s top countries by EURC and USDC transaction…