# stablecoins — X 热门讨论 (2026-09-29 16:56 UTC)
## @alex_aptos (Alex | Aptos) · 09-29 15:42 · ♥102 ↻12 💬11 Stablecoins could become one of the biggest use cases for on-chain payments.
Moving money globally, 24/7, with near-instant settlement is a huge unlock for businesses and everyday users.
And with @Aptos pushing on-chain finance further, payments are going to become a much bigger part of the story.
Buckle up. https://x.com/alex_aptos/status/2104960137685328093
## @StripeCrypto (Stripe Crypto) · 09-29 15:09 · ♥76 ↻6 💬5 A guide to Stripe's stablecoin stack https://x.com/StripeCrypto/status/2104951668987015670
## @cryptographicas (cryptographic 🦞) · 09-29 11:45 · ♥43 ↻16 💬3 The eth ecosystem has been absolutely cooking and this latest @ethlabs_org release is one of the best market structure upgrades I’ve seen in a while, I really love this kind of stuff because a change at the infra layer can completely change the economics one layer above it and FCR brings in some massive changes.
A ton of DeFi infrastructure was basically built around the constraint that eth confirmations are slow and by significantly reducing that waiting time a lot of the assumptions around those previous constraints change too especially how liquidity has to be positioned.
For example let’s say usdc borrowing on an L2 spikes to 12% while mainnet is sitting at 4%, you’d assume capital should move over and arb the difference pretty quickly, except capital can’t teleport.
So you end up either waiting for it to move across or someone who already has money sitting there fronts the liquidity and settles everything afterwards which has been a moat for big market makers or firms that can afford to have millions across mainnet and L2s.
Now the thing is with FCR, capital on mainnet can become usable somewhere else in seconds so the same dollar can be turned over much faster + smaller arbs become worthwhile and you don’t need as much capital sitting around doing nothing to support the same amount of flow.
We also usually assume fragmented liquidity is purely a function of assets sitting on different chains or inside different pools, but some of that fragmentation is literally just time.
The money exists, it just isn’t where you need it when you need it.
This release helps change that, now I’m not saying that the entire ethereum ecosystem is going to magically become one giant pool, but from a financial standpoint all the different markets across the ecosystem should start pricing much more like connected venues instead of isolated pools.
Like I mentioned earlier crosschain execution is basically someone saying “I already have money where you need it, I’ll pay you now and settle it later.” That someone is the solvers, now we will obviously still need them, but if capital can move much faster, warehousing inventory/capital everywhere becomes less of a moat and pricing and execution matter more which is great for users.
Also because part of the fragmentation problem is literally just time, stablecoins and RWAs benefit massively because you can start separating where an asset is issued from where it actually gets used.
You don’t necessarily need a bunch of liquidity sitting on every chain just because users want to transact there, issuance and redemption can stay on mainnet while the asset moves out to whichever venue needs it.
The biggest thing for me though is when you look at FCR in the context of Vitalik’s world computer thesis, because then this isn’t just about liquidity moving around the ethereum ecosystem.
As more external systems use ethereum as the place where state gets verified even when execution happens somewhere else, there’s naturally more reason for liquidity to sit close to that state too.
FCR makes that liquidity much more useful because once something is verified on ethereum you can act on it almost immediately rather than waiting around for finality.
Basically proof demand creates liquidity demand too and FCR amplifies the usefulness of that liquidity, but that’s probably a point for another day.
It’s simple but kind of crazy at the same time, eth is going to be where the world proves what happened even when execution happens somewhere else and FCR means that state can be acted on very quickly giving liquidity even more of a reason to live on eth. > 引用 @ethlabs_org: Today, Ethereum market infrastructure became ~30x faster. https://t.co/GXhMpcaU1k https://x.com/cryptographicas/status/2104900253342150880
## @LarkDavis (Lark Davis) · 09-29 14:03 · ♥64 ↻2 💬8 The StonkFun Ecosystem: 5 Things to Watch https://x.com/LarkDavis/status/2104935207509835842
## @SkyEcosystem (Sky) · 09-29 12:37 · ♥45 ↻5 💬8 Sky Ecosystem is heading to Singapore for @token2049, @blockworksDAS, @Yield_Summit and @CapSummitGlobal.
The team will connect with institutions, allocators and builders shaping the next phase of stablecoins and onchain capital markets.
Here’s where to find us ↓ https://t.co/jljlYdvmIZ https://x.com/SkyEcosystem/status/2104913493040259288
## @AtlasXBTC (Atlas) · 09-29 12:54 · ♥45 ↻4 💬8 📢 فيه جسر بيتبني بين عالمين كانوا بعيد عن بعض.. وTRON داخلة عليه من باب جديد 🏦🌐
إطلاق $TRXS ETF مش مجرد منتج مالي جديد.
هو قناة بتخلي المستثمر اللي متعود على الـTraditional Finance يقدر يتعامل مع Exposure لـTRX من خلال البنية اللي يعرفها أصلًا.
👀 ودي نقطة مهمة.
مش كل مستثمر Crypto-native، ومش كل حد مهتم بـTRX عايز يبدأ بـWallet وPrivate Keys وOn-chain Transactions.
بالنسبة لفئة من المستثمرين، الـBrokerage Account والمنتجات المالية المتداولة هي البيئة الطبيعية اللي بيتعاملوا من خلالها.
وهنا بيظهر دور الـETF.
🔗 يعني بدل ما الصورة تكون:
Investor → Exchange → Wallet → TRX
بقى فيه مسار تاني:
Investor → Brokerage → ETF → TRX Exposure
المسارين مختلفين، ومش معنى وجود واحد إن التاني اختفى.
لكن وجود طريق إضافي بيغيّر طريقة وصول فئات مختلفة للسوق.
🌐 والأهم إن TRON أصلًا مش بتعتمد على قناة واحدة.
عندك On-chain Transactions، Stablecoins، Payments، Applications والبنية اللي بتشغّل كل ده.
ودلوقتي فيه اتصال أكبر بالـTraditional Financial Markets.
فالصورة بتتحول من مجرد Blockchain ecosystem لحاجة فيها أكتر من طبقة مالية حوالينها.
🎙️ وعلشان كده الحوار بين @SamElfa0 من TRON DAO و@stevenmcclurg من Canary Funds مهم.
لأن بدل ما نبص على عنوان "TRX ETF" ونقف عنده، نقدر نسمع من الناس اللي ليهم علاقة مباشرة بالتطوير ده:
ليه الطريق ده مهم؟ ومين ممكن يستخدمه؟ وإزاي ممكن يتكامل مع منظومة TRON؟
💡 الخلاصة
القصة مش إن TRON بتسيب الـOn-chain وتروح للـTraditional Finance.
العكس تقريبًا.
إحنا بنشوف طبقة جديدة بتتضاف فوق منظومة موجودة بالفعل.
TRX على الـBlockchain من ناحية… وTRX Exposure من خلال الأسواق التقليدية من ناحية تانية.
ولو عايز تفهم إزاي TRON بتحاول توسّع حضورها خارج حدود الـCrypto-native ecosystem، الحوار ده يستاهل يتشاف. 🏦🌐
#TRON #TGF #TRONGlobalFriends > 引用 @trondao: Community Spokesperson of the TRON DAO, @SamElfa0, sat down with @CanaryFunds Founder and CEO @stevenmcclurg to discuss the recent $TRXS ETF launch and what it means for TRON’s growing presence in traditional financial markets.
Watch the conversation. 🔻 https://t.co/2I3keCCfdG https://x.com/AtlasXBTC/status/2104917625302077608
## @AtlasXBTC (Atlas) · 09-29 13:13 · ♥42 ↻4 💬8 📢 A bridge is being built between two worlds that once felt far apart… and TRON is entering it from a new direction. 🏦🌐
The launch of the $TRXS ETF isn’t simply about another financial product.
It creates a channel where investors who are used to Traditional Finance can gain exposure to TRX through an infrastructure they already understand.
👀 And that matters.
Not every investor is Crypto-native, and not everyone interested in TRX wants to start with Wallets, Private Keys, and On-chain Transactions.
For some investors, a Brokerage Account and exchange-traded financial products are simply the environment they’re already comfortable using.
That’s where the ETF comes in.
🔗 Instead of the path looking like:
Investor → Exchange → Wallet → TRX
There’s now another route:
Investor → Brokerage → ETF → TRX Exposure
The two paths are different, and the existence of one doesn’t replace the other.
But adding another access point can change how different groups of investors reach the market.
🌐 And TRON isn’t relying on a single channel to begin with.
You have On-chain Transactions, Stablecoins, Payments, Applications, and the infrastructure powering all of them.
Now there’s another connection to Traditional Financial Markets.
The picture starts looking less like a single Blockchain ecosystem and more like a broader financial layer built around it.
🎙️ That’s also why the conversation between @SamElfa0 from TRON DAO and @stevenmcclurg from Canary Funds is worth paying attention to.
Instead of stopping at the headline “TRX ETF,” we can hear directly from people connected to its development:
Why does this access route matter? Who could actually use it? And how could it fit into the broader TRON ecosystem?
💡 The bottom line:
The story isn’t that TRON is leaving On-chain and moving into Traditional Finance.
It’s almost the opposite.
We’re seeing another layer being added on top of an ecosystem that already exists.
TRX on the Blockchain on one side…
And TRX Exposure through traditional markets on the other.
If you want to understand how TRON is expanding its presence beyond the Crypto-native ecosystem, this conversation is worth watching. 🏦🌐
#TRON #TGF #TRONGlobalFriends https://x.com/AtlasXBTC/status/2104922449171112273
## @LondonRealTV (Brian Rose, Founder & Host of London Real) · 09-29 16:07 · ♥40 ↻3 💬1 Crypto has ~774M owners.
Yet crypto is still a rounding error relative to global financial assets.
That’s the asymmetry.
You don’t need everyone to become a crypto believer.
You need a small percentage of the world’s capital to move onto programmable rails.
Then add AI agents.
They don’t sleep, don’t use bank branches, and can transact thousands of times a day - increasingly in stablecoins.
The result isn’t just more crypto adoption.
It’s more capital + more transactions + dramatically higher velocity of money.
The biggest crypto trade may ultimately be the transition from human-owned assets → programmable capital. https://x.com/LondonRealTV/status/2104966318453866639