# stablecoins — X 热门讨论 (2026-09-23 08:58 UTC)
## @FabiusDefi (Fabius DeFi) · 09-23 07:05 · ♥47 ↻3 💬26 GM! Alpha infra for a $10.2B company’s new ecosystem 👀
For more context:
Dunamu, the company operating Upbit, South Korea’s largest crypto exchange, unveiled GIWA in September 2025 at UDC 2025.
@GIWA_by_Upbit = Global Infrastructure for Web3 Access.
An Ethereum L2 built on Optimism’s OP Stack.
The broader goal is to build infrastructure for KRW/global stablecoins and financial services onchain.
You can roughly think of it as “Korea’s Base”, but with a stronger focus on regulated financial infrastructure.
GIWA Sepolia testnet is already pretty active:
- ~250M+ transactions - ~150M+ addresses - Dozens of builders/projects publicly deploying across DeFi, infra and consumer apps
Ofc, these are testnet metrics and mostly driven by farming activities, as I see.
For now, there’s still no official public mainnet date.
But below is the alpha list I’m watching to lock in early 👇 > 引用 @0xvietnguyen: giwa alpha
@Lucrari_fi - launchpad @JoseonFun - launchpad @GiwaPump - launchpad @MapaeGiwa - launchpad @memefab_fun - launchpad @TheBingoFi - gamefi @GiwaterFinance - liquidity layer @OsigeExchange - defi @heronprotocol - defai @quadrixfinance - defi @CheomaYield_xyz - defi @custosfinance - rwa @OreumLabs - ai @umul_giwa - others @ZKProofport - others @pabalx - nft @TileOnGIWA - nft/memecoin @Gaejuki_Giwa - memecoin @Deoksangi - memecoin
quite surprising that there are so many developers here at this very early stage
there are quite a few potential alpha here, but not all of them are good
if you believe Giwa will be like RobinHood, then this is also a chain with many opportunities
but always do your own research https://x.com/FabiusDefi/status/2102655639289999774
## @TheBlockCo (The Block) · 09-23 04:57 · ♥42 ↻6 💬8 THE LATENT: BlackRock says AI and digital assets are converging: agents need machine-native payment rails, with stablecoins likely leading transactional use.
"As AI adoption broadens and agentic systems become more capable, digital assets could become increasingly integral to AI's economic infrastructure," BlackRock says.
https://t.co/c7DvYlIJ4C > 引用 @TheLatentCo: https://t.co/EHeFJlgDBZ https://x.com/TheBlockCo/status/2102623270663078000
## @lympid_official (LYMPID | Tokenize Securities) · 09-23 08:47 · ♥59 ↻0 💬1 The tokenization conversation is changing.
For years, the question was:
“Can this asset be put onchain?”
Increasingly, the answer is yes.
The harder question is becoming:
“Who can actually invest in it?”
We’re seeing tokenized stocks gain liquidity, broker-led ecosystems attract holders, funds move onchain and stablecoins become settlement infrastructure.
Creating the token is only one layer.
You still need the investment product to be structured correctly, connected to the underlying asset, distributed through appropriate regulatory rails and accessible to the right investors.
Especially in Europe, the next phase of tokenization will be as much about **distribution infrastructure** as blockchain infrastructure.
The winners won’t simply tokenize more assets.
They’ll make those assets investable. https://x.com/lympid_official/status/2102681306735800779
## @RobynHD (RobynHD) · 09-23 07:56 · ♥54 ↻0 💬6 🇪🇺 Die europäischen Zentralbanken wollen eine zentrale MiCA-Regel für Stablecoins ändern.
Bisher müssen Herausgeber mindestens 30% ihrer Reserven als Bankeinlagen halten, bei großen Stablecoins sogar 60%. Nun warnen die Zentralbanken selbst: Wenn viele Nutzer ihre Coins gleichzeitig einlösen, könnten plötzliche Abzüge die betroffenen Banken unter Druck setzen.
Ihr Vorschlag: Die feste Bankeinlagenquote streichen und stattdessen vorschreiben, wie schnell ein Teil der Reserven verfügbar sein muss. Kurzlaufende Staatsanleihen werden ausdrücklich als mögliche Anlage genannt.
Genau hier wird es für Tether interessant. Das Unternehmen setzt bei seinen Reserven stark auf Staatsanleihen und hat die Bankeinlagenpflicht als Grund gegen eine EU-Lizenz angeführt. Die Zentralbanken scheinen dieses Risiko nun ebenfalls zu sehen. Eine Änderung könnte Tether den Zugang zum europäischen Markt erleichtern, wäre aber noch keine automatische Zulassung. Beschlossen ist bislang nichts. https://x.com/RobynHD/status/2102668353919672600
## @CryptoGlennimal (TheGlennimal 🔥💃) · 09-23 06:14 · ♥40 ↻7 💬5 👀 $JUP
BIG NEWS.
CFTC Chairman Selig just dropped a bomb.
US markets must prepare for “MASS TOKENIZATION.”
Blockchains + AI adopted at scale.
“The next decade will bring more change to financial markets than the previous several decades combined.”
Stablecoins already eligible collateral. Exchanges & clearinghouses next.
This is the official green light for onchain EVERYTHING.
And who sits at the absolute center of onchain liquidity?
The name is @JupiterExchange.
> Mass tokenization = mass volume > Mass volume = mass revenue > Mass revenue = mass buybacks > 0% inflation = zero supply pressure
= MASSIVE price impact.
THE LIQUIDITY BLACK HOLE IS COMING.
@JupiterExchange is going to swallow:
Every tokenized asset. Every RWA. Every stable flow.
HIGHERRRRRRRRRRR 🫡
🎯 $JUP BULL PRICE $4 – $8. https://x.com/CryptoGlennimal/status/2102642762734547297
## @RealAllinCrypto (ALLINCRYPTO) · 09-23 07:00 · ♥42 ↻7 💬1 🚨THE ECB AND ALL 27 EU CENTRAL BANKS WANT TO RIP UP ONE OF MiCA’S BIGGEST STABLECOIN RULES!
Right now, major stablecoin issuers must keep 60% of reserves in bank deposits. Europe’s central banks now want that requirement removed and more reserves held in highly liquid assets instead, arguing sudden stablecoin withdrawals could create stress for banks.
Ripping this up would be BULLISH as it shows regulators are no longer debating whether stablecoins belong in finance, they’re redesigning the rules to make them safer and more scalable.
Europe is preparing stablecoins for a much bigger role in the financial system. https://x.com/RealAllinCrypto/status/2102654345472864402
## @scopuly (Scopuly - Stellar Wallet) · 09-23 06:09 · ♥44 ↻5 💬0 💥 Stellar $XLM just landed inside one of the biggest stablecoin payment stacks in the world.
BVNK has added native Stellar $XLM support across its payments platform.
That means businesses in 130+ markets can now use Stellar rails for:
🌍 Cross-border payments 💸 Global payouts 🏦 Treasury transfers 🔄 Stablecoin settlement
And they don’t need to build a separate Stellar integration.
One API. Stellar underneath. But here’s the bigger part: BVNK is now owned by Mastercard. 💳
So Stellar just became another live blockchain rail inside infrastructure connecting traditional payments with stablecoins at global scale.
That’s not a theoretical partnership. Businesses can actually route payments through it. And more Stellar-native assets are expected to follow.
$XLM keeps appearing in the same place:
where stablecoins stop being “crypto” and start becoming payment infrastructure. 🌐
130+ markets. Mastercard-owned infrastructure. Stellar rails. That combination deserves attention. 🧩📈
#Stellar #XLM https://x.com/scopuly/status/2102641421580701751