一场8小时的投票：美国“加密周”暗流涌动！从“看空”到“力挺” 特朗普为何拥抱稳定币？

Group 1 - The core point of the article is the formal establishment of a regulatory framework for digital stablecoins in the U.S. through the signing of the "Genius Act" by President Trump, marking a significant legislative development in the cryptocurrency space [1][5] - The "Genius Act" requires stablecoins to be backed by liquid assets such as U.S. dollars or short-term U.S. Treasury securities, and mandates monthly disclosures of reserves by issuers [4][5] - The passage of the "Genius Act" and related legislation reflects a shift in the political landscape, with cryptocurrency evolving from a financial innovation topic to a matter of national interest involving U.S. dollar dominance and political stakes [1][2] Group 2 - Trump's previous skepticism towards cryptocurrencies has transformed into strong support, as he aims to position the U.S. as a leader in the digital currency space [2][6] - The legislative process faced significant hurdles, including an unprecedented 8-hour procedural vote in the House of Representatives, highlighting the contentious nature of cryptocurrency regulation [3][5] - The approval of the "Genius Act" is expected to pave the way for U.S. banks to issue digital assets, with major financial institutions eager to explore this new business opportunity [5] Group 3 - The legislation is seen as a means to maintain the dominance of the U.S. dollar in the global market, with stablecoins potentially reinforcing the dollar's influence beyond traditional monetary systems [7][10] - The demand for stablecoins is projected to create significant new demand for U.S. Treasury securities, potentially lowering interest costs for the U.S. government [7][8] - The push for private sector-issued stablecoins comes alongside efforts to limit the Federal Reserve's power regarding central bank digital currencies (CBDCs), indicating a strategic preference for market-driven solutions [8][10] Group 4 - The global response to the U.S. stablecoin legislation has been one of concern, with many countries accelerating their own CBDC initiatives to counter the potential risks posed by U.S. dollar stablecoins [10][11] - The dominance of U.S. dollar stablecoins, which account for 99% of the global market share, raises alarms about the erosion of monetary sovereignty for other nations [10][11] - Countries like Japan are implementing strict regulations to control the issuance of stablecoins, reflecting a defensive stance against the expansion of U.S. digital currency influence [11]