# stablecoins — X 热门讨论 (2026-09-30 14:13 UTC)

## @Cardanians_io (Cardanians (CRDN)) · 09-30 13:25 · ♥83 ↻18 💬3 NEWS: Cardano's CIP-113 has been officially merged. 🟢

CIP-113 introduces programmable tokens while keeping Cardano's eUTXO model.

It enables complex token logic for compliance, stablecoins, RWAs and more.

Another major upgrade to Cardano, with more coming this year. https://t.co/rbFGTNrhQO https://x.com/Cardanians_io/status/2105288013068505383

## @Arif8000 (Md Arif Hasan) · 09-30 12:01 · ♥54 ↻4 💬48 A few things about @cashi caught my attention 👀

It’s not just a stablecoin app — Cashi combines spending, sending, and cashback in one place.

You can: → Hold & spend stablecoins globally → Use the Cashi cashback card for everyday payments → Invite friends and earn $5 when they spend $50 → Join the Affiliate Program and earn up to 0.3% of invited users’ transaction volume → Build your local community through Cashi Crew

The community + real-world spending angle makes this one interesting to watch. 🦅

Check it out: https://t.co/Qg4NheVDI8

#Cashi #Stablecoins #Crypto https://x.com/Arif8000/status/2105266726090993914

## @Counselor_Ayo (Counselor) · 09-30 12:06 · ♥40 ↻1 💬50 AI agents can think. They can verify information. They can make decisions.

But eventually, they need to pay for something.

That is where Verona’s latest launch comes in.

@verona_dev has launched verUSD, a U.S. dollar denominated stablecoin designed for AI agents, with more than $100 million in institutional commitments from Animoca Ventures, Figment Capital, Sfermion, Pentos, Ero, Arkstream, and other ecosystem partners.

But the interesting part is not simply that Verona launched another stablecoin.

It is what verUSD is launching into.

Most stablecoins launch first and then have to find real usage. Verona says verUSD is taking the opposite route.

For four years, projects building on Verona have already been settling payments in USDC. Now, those existing payment flows can move to verUSD, giving the stablecoin real usage from day one.

More than $60 million in signed and committed revenue is already set to flow through verUSD as payments.

And that makes the bigger picture easier to understand.

AI agents are increasingly being designed to do things independently. But the financial infrastructure around them was largely built for humans.

An agent needs to pay for verified information. It needs to settle transactions. It may need to make many small payments across different services and networks.

Verona is connecting that payment layer to its existing verification infrastructure.

Verona verifies the information.

verUSD provides the dollar-denominated payment layer.

The stablecoin launches natively across Ethereum, Solana, Polygon, Avalanche, Optimism, Arbitrum, Celo and other major networks, with additional integrations planned.

And verUSD is fully reserved, backed 1:1 by USD reserves held with regulated U.S. financial institutions, with redemption available through Verona.

So this launch is not just about creating another dollar onchain.

It is about giving an emerging internet of AI agents a financial layer designed around how they actually operate.

As Anthony Anzalone, CEO of Burnt Labs, put it, the goal is for the products to be invisible: powering payments quietly in the background rather than asking users to think about the infrastructure.

That may be the most interesting part of verUSD.

The future of AI will not only need smarter agents.

It will need agents that can verify, transact and pay.

And Verona is building toward that future. https://x.com/Counselor_Ayo/status/2105267917805764711

## @Cointelegraph (Cointelegraph) · 09-30 12:15 · ♥41 ↻8 💬11 🇰🇷 CONNECT: The GENIUS Act “gives the green light to the market,” according to @Edenaofficial Capital Partners’ @wooklee91000.

He says Asia’s legacy financial infrastructure needs to keep pace with stablecoins as instant settlement becomes increasingly important. https://t.co/gozmoG6ZJ0 https://x.com/Cointelegraph/status/2105270225767686617

## @RealAllinCrypto (ALLINCRYPTO) · 09-30 13:00 · ♥43 ↻8 💬2 🚨Morgan Stanley has built a Digital Asset Lab to test stablecoins, tokenised assets & DeFi!

No blockchain partners confirmed yet, but as we see $XLM increasingly power payments surely they will be in with a shout.

We also know how the use case for $QNT for interoperability and $LINK connectivity.

$XRP also looks like the chosen one, so which rails do we think this banking giant will choose? https://x.com/RealAllinCrypto/status/2105281625428746679

## @CryptoTaxSucks (Crypto Tax Made Easy) · 09-30 11:18 · ♥44 ↻5 💬7 The most dangerous crypto tax laws in the world are moving forward.

And they set a frightening precedent.

1)Dutch lawmakers taxing unrealized crypto gains at 36%, but moving other assets to realized gains only.

2)Illinois is going to charge .2% tax on crypto transactions.

Move $1M in stablecoins from an exchange to self custody?

Enjoy paying the state $2k

Sell ETH for a $50k loss but have $100k proceeds?

That’ll be $200 tax, tyvm

The law is set to take effect Jan 1.

If you’re in crypto in Netherlands or illinois?

Pivot to anywhere else. https://x.com/CryptoTaxSucks/status/2105255875153948792

## @ImShiftIRL (𝑺𝑯𝑰𝑭𝑻𝑰𝑹𝑳) · 09-30 13:05 · ♥43 ↻5 💬7 $BASECAT is sitting around a $14M market cap right now after trading near $79M at the highs earlier this month

down more than 80% from ATH

on the surface that looks brutal

but i think the more interesting part is what is happening around it

because while $BASECAT has been cooling off, @coinbase and @base have been aggressively expanding the actual ecosystem underneath it

Coinbase’s strategy is becoming the “Everything Exchange”

crypto, stocks, tokenized stocks, perpetuals, prediction markets, payments, stablecoins, lending and even IPO access are increasingly being brought under the same ecosystem

Base has been even more direct about where they’re going

their 2026 strategy is centered around 3 things:

global markets

payments + stablecoins

and becoming the home for builders

Base wants equities, commodities, predictions, perpetuals, spot markets and eventually basically every major asset class available onchain

and this isn’t just a roadmap anymore

tokenized stocks issued by Coinbase are already live natively on Base

Base is building toward sub-second settlement and sub-cent transactions

they’re working on privacy primitives, stablecoin gas payments, smart accounts, deeper stablecoin liquidity and infrastructure specifically designed for markets

AI is becoming another major part of the strategy too

Base MCP already lets AI agents swap, transfer funds, check portfolios and interact with protocols like Aerodrome, Uniswap, Morpho, Moonwell and Avantis

Coinbase reported that more than 90% of agentic stablecoin transaction volume in Q2 ran on Base

then you have the consumer side

@cobie took over leadership of the wallet/app product while @jessepolak shifted more of his attention back toward Base infrastructure

the strategy changed

less emphasis on trying to force Base into being a social network

more emphasis on making the wallet a place where people can actually trade everything

Coinbase has since moved the Base App branding back toward Coinbase Wallet while expanding the product into a multichain trading hub

and that distinction is important

the app becoming multichain doesn’t mean Base disappears

Base itself is being positioned as infrastructure for markets, payments, stablecoins and AI agents

meanwhile Coinbase keeps expanding distribution

retail IPO access

tokenized equities

equity options coming

direct deposit

Coinbase Advisor

Coinbase One Card

expanded derivatives internationally

upgraded business payments

stablecoin infrastructure with Citi

and more assets + markets being pulled onchain

that is the part of the $BASECAT thesis i think people are overlooking

$BASECAT doesn’t need Coinbase to build specifically for BASECAT

it needs Coinbase and Base to keep making the ecosystem around it larger

because BASECAT is already sitting directly inside that ecosystem as one of its recognizable native memes

right now it’s around $14M with roughly 28.6K holders and about $3M in 24h volume

and Coinbase itself now lists $BASECAT for spot trading

so the question for me isn’t whether the chart looks pretty today

it doesn’t

the question is what happens if Base succeeds in bringing significantly more traders, assets, liquidity, businesses and users onchain while $BASECAT survives the drawdown and keeps building its identity

that’s the asymmetric part of the setup

Base is trying to become infrastructure for an enormous onchain economy

Coinbase is trying to become the Everything Exchange

Cobie is pushing the consumer product harder toward trading

Jesse is focused on making Base better infrastructure for markets, payments and agents

and Brian Armstrong is publicly positioning Coinbase around moving broader financial services onchain

meanwhile $BASECAT is sitting more than 80% below its September high

i’m looking at the amount of infrastructure being built around it and asking whether the market is pricing in what Base could look like if even part of this roadmap works

So bullish on $BASECAT https://x.com/ImShiftIRL/status/2105282914753622169

## @FrankLambeek (ItsFrank) · 09-30 10:18 · ♥45 ↻4 💬4 sui:native is quietly building one of the more interesting L1 ecosystems.

→ DeFi → Gaming → Consumer apps → Stablecoins → Onchain assets

Sui isn't trying to focus on just one use case. The bigger bet is becoming a place where everyday users actually use crypto. https://x.com/FrankLambeek/status/2105240743644422330

## @astroboysoup (Pete) · 09-30 11:48 · ♥44 ↻3 💬2 MAJOR UPGRADE 🔥

CIP-113 is basically Cardano tokens with rules. ✅

That will annoy some people, but it also matters for assets that need issuer checks, allowlists or transfer controls.

Stablecoins. RWAs. Custody rails.

Not sexy. Probably necessary. 🧱 https://t.co/J8tmKwsQyz https://x.com/astroboysoup/status/2105263622566158655