“炒币大国”股市变币圈？稳定币助力韩股领跑亚洲

Group 1 - The South Korean stock market has experienced a significant rise this year, driven primarily by the surge in digital assets linked to the Korean won, with the KOSPI index up nearly 30% year-to-date [1] - Companies related to the Bank of Korea's digital currency plan, such as Kakao Pay and LG CNS, have seen substantial stock price increases, with Kakao Pay's stock doubling and LG CNS rising nearly 70% [1] - The Kosdaq market has also seen notable gains, with fintech security company Aton's stock soaring 80% and mobile game developer ME2ON's stock tripling due to its subsidiary launching a dollar-pegged stablecoin [1] Group 2 - Despite the bullish market sentiment, the government has yet to announce specific regulatory policies for the won-backed stablecoin, with current trading primarily driven by expectations [2] - The appointment of Kim Yong-beom, a known supporter of digital assets, as chief policy advisor has further boosted market confidence, alongside a proposed bill allowing companies with a minimum capital of only 500 million won to issue won-backed stablecoins [2] - The Bank of Korea has expressed concerns regarding the issuance of stablecoins by non-bank entities, citing potential impacts on capital flows and monetary policy [2] Group 3 - A plan has been proposed to launch a regulatory framework for won-backed stablecoins and to promote the establishment of a spot cryptocurrency ETF by the second half of 2025 [3] - There is a growing divergence in perspectives on stablecoins between South Korea and the United States, with South Korea focusing on payment service innovation through won-backed stablecoins [3] - Tether, a major player in the stablecoin industry, holds over $120 billion in U.S. Treasury bonds, highlighting the increasing integration of stablecoins with the global financial system and government securities markets [3]