亿万富翁投资人Peter Thiel正押注以太坊将成为华尔街RWA的首选平台，其投资公司已大举投资以太坊 相关资产。 周五据华尔街见闻，受益于美联储主席鲍威尔的鸽派言论，以太坊价格周五暴涨15%，时隔四年再创历 史新高。自今年4月的低点以来，以太坊价格已上涨超过250%。而硅谷最具影响力的风险投资家之一 Peter Thiel在这波涨势中收益不菲。 他的风险投资公司Founders Fund通过投资多家将以太坊作为库存储备资产的公司，深度参与了这场行 情： Thiel对以太坊的投资逻辑在于，如果以太坊能够成为传统金融体系之外处理美元、股票和其他资产清 算、结算的替代性渠道，那么其原生代币将因网络活动的增加而大幅受益。 华尔街押注以太坊成为RWA首选区块链 与供应量有限、主要用作数字价值存储工具的比特币不同，以太坊供应量没有硬性上限，但正越来越多 地用于以太坊平台上的交易。 以太坊是一个开源平台，开发者可在其上构建和运营应用程序，用于交易、借贷数字货币。 华尔街见闻此前提及，现实世界资产（RWA）正通过区块链技术，将传统金融资产与实体资产（如美 债、房地产、绿色能源）转化为链上数字代币，一个预计到2030年规模 ...

🗣️ Crypto assets showing a rising level of interest today include:🪙 Bitcoin $BTC is trending due to its frequent discussion as a leading cryptocurrency in investment strategies, market trends, and comparisons with other tokens like ETH. Conversations focus on buying, holding, timing the market, historical price movements, and BTC's role as a store of value. Debates about its decentralization, adoption, and future potential also contribute to its prominence in crypto discussions.🪙 Tether $USDT is trending du ...

Summary of Key Points from the Conference Call on Stablecoin Adoption Industry Overview - The discussion centers around the **stablecoin** market, which is a segment of the broader **financial services** and **fintech** industry. Stablecoins are cryptocurrencies pegged to fiat currencies, designed to minimize volatility [3][16][42]. Core Insights and Arguments 1. **Growth Drivers for Stablecoins**: - Expected growth is driven by: - Structural growth of the crypto ecosystem - Demand for dollar access outside the U.S. - Regulatory clarity from the **GENIUS Act**, signed into law in July 2025 [3][16][17]. - The stablecoin market is currently valued at **$271 billion**, with projections for **USDC** to grow at a **40% CAGR** from 2024 to 2027, potentially adding **$77 billion** in market cap [17][42]. 2. **Regulatory Framework**: - The **GENIUS Act** establishes rules for stablecoin issuance, including compliance requirements and reserve management, which is expected to enhance market legitimacy and attract investment [17][46]. 3. **Market Dynamics**: - The payments sector represents a significant opportunity for stablecoin adoption, with an addressable market of approximately **$240 trillion** in annual payment volume [17][50][53]. - Current stablecoin activity is primarily driven by crypto trading and dollar access, with limited penetration in consumer payments [17][47]. 4. **Impact on Traditional Financial Services**: - Concerns about disintermediation of banks and payment companies are seen as a buying opportunity for stocks like **Visa (V)** and **Mastercard (MA)**, which are expected to facilitate stablecoin payments [9][10][16]. - Traditional banks are likely to adopt stablecoins and blockchain technology to modernize their operations, potentially improving efficiency and reducing costs in areas like trade settlement and treasury management [9][10][16][67]. 5. **Consumer Payments**: - The consumer payments market, valued at **$41 trillion**, is primarily dominated by traditional card payments, which are unlikely to be significantly disrupted by stablecoins in the near term [51][55]. - The network effects and consumer protections associated with card payments create a strong moat against stablecoin competition [18][19]. 6. **Cross-Border Payments**: - While stablecoins are often viewed as a solution for expensive cross-border payments, the actual cost advantages may be overstated due to regulatory and compliance costs inherent in these transactions [24][26][47]. - Stablecoins could improve settlement processes and reduce working capital requirements for companies engaged in cross-border transactions, particularly in less efficient corridors [26][29]. 7. **B2B Payments**: - B2B payments represent a significant opportunity for stablecoin adoption, as many transactions are still conducted through inefficient methods like checks. Stablecoins could modernize this space [29][30]. 8. **Tokenization of Real-World Assets**: - The potential for tokenization of real-world assets could enhance the utility of stablecoins, although this market is still in its infancy [18][66]. Additional Important Insights - The stablecoin market has grown at a **43% CAGR** since 2021, with USDC gaining market share [42]. - The current market dynamics suggest that while stablecoins have potential, their disruptive impact on traditional payment systems may be limited, particularly in developed markets [18][24][47]. - The integration of stablecoins into banking infrastructure is ongoing, with banks like **JPMorgan** exploring deposit tokens as alternatives to stablecoins [67]. This summary encapsulates the key points discussed in the conference call regarding the stablecoin market, its growth potential, regulatory implications, and the impact on traditional financial services.

Yeah. And then and then just to finish it just to conclude this meme says to concrete uh there has not been a direct communitywide vote by ADA holders about bringing USDC or tether to Cardano. The claim that doesn't allow the vote is not accurate.And I think that's it's it's actually a a pretty well-versed basis which is hey we really should have more stables on Cardano and if IUSD takes over and has a bunch of volume great. If they can bring Tether in, that's just that's just automatic volume, but you got ...

Bittensor’s subnet tokens used to be locked behind serious friction — native wallets, TAO staking, validator mechanics, and an isolated ecosystem.Now, though, they are available on Base — thanks to @_taofi_.Here's how it works and how you can swap USDC, ETH, or USDT directly for subnet tokens on Base.👇~~ Analysis by @davewardonline ~~TaoFi, built by contributors from @SturdyFinance and Subnet 10 (SN10), fixes this by bridging Bittensor to EVM liquidity. It uses Bittensor EVM — Ethereum-compatible code insid ...

are building or which stable coins are building on which projects and we've talked about this like 20,000 times and you can see which ones are the winners right now. it is Ethereum. There's another one, there's another big one, Tron, which is 56% uh of all Tether. So, I mean, Tether is the largest stable coin. And then, of course, USDC has a whole slew of other ones. Uh BNB, Salana, actually. And Tether does the same thing. And then Arbitum and Polygon, all those different ones. And it's going to keep happe ...

RT CoinDesk Data (@CoinDeskData)Our Stablecoins Report is live!Key Highlights:🔸The market hit its 22nd month of growth. Market cap up 4.87% to $261B🔸$1.68T in stablecoin trading volume on centralized exchanges🔸#Tron network now hosting over 50% of all #TetherDive into the full report below👇 ...

Bitcoin Holdings - Twenty One Capital 从 Tether 处增持 5,800 比特币 (BTC)[1] - Twenty One Capital 的比特币储备总量超过 43,500 BTC[1]

Cybersecurity Incident - Six financial institutions in Brazil experienced a cyberattack, resulting in loss of access to central bank reserve accounts [1] - Authorities are calling it Brazil's biggest cyberattack in history [1] Cryptocurrency Involvement - Hackers allegedly laundered the stolen money using Bitcoin, Ethereum, and Tether [1]

Group 1 - The surge in stablecoin popularity has led to significant stock price increases for related emerging technology companies, with Circle's stock rising approximately 500% since its New York listing three weeks ago [1] - Investors are showing caution as short positions in Circle continue to rise, indicating a potential concern over the sustainability of the stock's rapid increase [1] - In South Korea, both global and local funds are selling Kakaopay Corp. shares, which have doubled in price over the past month, contrasting with the enthusiasm of retail investors [1][3] Group 2 - The development momentum of stablecoins is strong, with legislative progress in the U.S. Senate and Hong Kong, and South Korea's commitment to allowing local companies to issue such tokens [3] - Circle's market capitalization has surpassed $40 billion, exceeding that of more than half of the companies in the S&P 500 index, and its USDC is the second-largest stablecoin by market share [3] - Kakaopay's stock has outperformed all peers in the FTSE Global Fintech and Blockchain Index, with a price increase nearly double that of Robinhood [3][4] Group 3 - Analysts from Citigroup have rated Kakaopay as a "sell," citing concerns over its high valuation despite the long-term potential of the stablecoin opportunity [4] - The rise in stablecoin-related stocks is influencing the stock prices of Kakao and its competitor Naver, as well as U.S. counterparts like Coinbase [4] Group 4 - Despite strong support from leaders like Trump and Lee Jae-myung, risks remain, with warnings from the Bank of Korea about the potential impact of stablecoin adoption on effective monetary policy [5] - The International Bank for Settlements has expressed uncertainty about the future of stablecoins, highlighting concerns over high valuations in related stocks [5] - Kakaopay's stock experienced a 10% drop after a brief trading halt, as regulators advised caution amid rapid price increases [5]