进军全球！稳定币霸主Tether宣布扩张计划，应对传统金融巨头挑战

Core Insights - Tether's CEO Paolo Ardoino announced ambitious expansion plans in response to competition from Wall Street and tech giants entering the stablecoin market [1] - Tether has established the largest dollar distribution network in history, with millions of physical touchpoints globally [1] - The company is focusing on emerging markets, particularly in Africa, where it has initiated solar-powered self-service kiosks to provide services to underserved populations [1][3] Group 1: Expansion Plans - Tether has completed 500 solar-powered self-service kiosks in Africa, targeting 4 to 6 hundred million people without electricity [1] - The company aims to expand to 10,000 kiosks by 2026 and 100,000 by the end of 2030, potentially reaching 30 million households and impacting 120 million people [1] - This initiative is expected to significantly enhance the daily reliance on USDT as a form of dollar currency in Africa [1] Group 2: Strategic Investments - Tether has invested in over 100 companies, including a partnership with Rumble, a video-sharing platform with 70 million users [3] - The company reports having 450 million users and adds 30 million new wallets each quarter, with 37% using USDT as a savings account [3] - Tether's mission is to extend the influence of the dollar into emerging markets, which has been a long-term goal for the company [3] Group 3: Regulatory Environment - The recently approved GENIUS Act by the U.S. Senate may pose challenges for tech companies like Meta in launching stablecoins due to its regulatory framework [3] - Tether's market share in the stablecoin sector is projected to be 66% by April 2025, with a market cap of approximately $150 billion [3] - The U.S. Treasury predicts that the total market cap of dollar-pegged stablecoins could exceed $2 trillion by 2028 [3] Group 4: Market Dynamics - Circle, the issuer of USDC, successfully raised $1.1 billion through an IPO in June 2025, with its stock price increasing over 200% [4] - Major players like Amazon and several banks are exploring the launch of their own stablecoins to capitalize on the growing market opportunities [4]