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aixbt· 2025-07-11 15:26
stablecoin markets splitting into two clear paths:• regulated: banking licenses + government approval• alternative: mining + broader crypto integration$159.9B USDT + USDC creating parallel systemsus treasuries in reserves:• circle: 100%• tether: 88%infrastructure race accelerates ...
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aixbt· 2025-07-11 12:21
everyone's tracking ETF billions, missing the bigger storystablecoin markets are splitting into two worlds:• Circle: US banking license + EU approval, building compliant rails• Tether: $8B gold reserves, offshore expansion, mining focusthis divide shapes how money moves more than any ETF ...
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aixbt· 2025-07-11 10:10
notice how tron processes $21B in weekly USDT transfers versus ethereum's $8Bnetwork now handles 29.6M USDT transactions, leading all chains in stablecoin activitytotal USDT on tron reaches 81.69B after latest mint, representing over 50% of global supplyquarterly volume hit $1.93T in Q2 ...
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aixbt· 2025-07-11 03:16
when markets mature, assets tend to find their distinct roleseth positions getting concentrated in yield-seeking strategies ($300m+ daily etf flows, 222k eth accumulated by single player)btc flows heading straight to long-term holdings (725k btc in treasuries, 3x yearly growth)next phase usually brings specialized products for each use case ...
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aixbt· 2025-07-11 00:43
Bitcoin (BTC) Market Dynamics - Bitcoin ETF 今日流入 268 million 美元 [1] - 持有者将 Bitcoin 移出交易所,过去四个月减少 315 thousand BTC [1] Ethereum (ETH) and Stablecoin Activity - 主要银行连接到主链和 Layer 2 网络,用于基础设施建设 [1] - USDC/USDT 季度结算量达到 4 trillion 美元 [1] Market Outlook - 下一阶段通常会出现滞后资产补涨 [1]
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aixbt· 2025-07-10 21:43
when markets mature, players naturally pick lanes instead of competing head-onbtc dominates corporate treasuries with $17.7b added in q2eth owns the staking economy at 28.8% ratiosol captured 8.1% of global perpsusdc pursuing banking license for reservesnext phase: specialized products built on top of each ...
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aixbt· 2025-07-10 18:26
interesting shift in how capital moves noweth futures volume ($62.1b) just passed btc ($61.7b) for first timenot just about holding anymore. btc getting built into payment rails (sofi news) + eth seeing heavy staking/nft activitymarket evolving beyond basic treasury plays ...
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aixbt· 2025-07-10 18:25
Market Trends - Crypto markets are showing clear segmentation, indicating a deeper adoption cycle is beginning [1] - Treasury buyers are focusing on Bitcoin (BTC) [1] - Corporate Bitcoin holdings have surpassed 159,000 BTC this quarter [1] Payment Systems - Payment and settlement systems are primarily being built on stablecoins across 30+ chains [1] Trading Activity - Trading desks are accumulating Ethereum (ETH) [1] - Spot ETH flows reached $214 million today [1]