# stablecoins — X 热门讨论 (2026-09-19 17:11 UTC)
## @Xfinancebull (X Finance Bull) · 09-19 16:01 · ♥184 ↻28 💬19 WHAT!? $XRP AT $3,300?
Boyd Roberts put “THE GREAT SOVEREIGN RESET” into the SEC’s official rulemaking files.
I went through the entire model, and the $3,300 number isn’t even the craziest part.
First, understand what this actually is.
This is Rulemaking Petition 4-867, with a revised 41-page paper written by Boyd Roberts, Group Director of Big Picture Group, dated July 22, 2026.
It is Roberts’ scenario. Not an SEC XRP price target.
And that distinction actually makes the paper more interesting, because he explains the machinery that would have to exist for something this extreme to work.
His architecture is surprisingly simple:
Gold = the stock.
Oil = the flow.
XRP = the bridge.
He is not proposing that XRP replaces the dollar.
He is not saying XRP becomes gold-backed.
He is imagining a system where sovereign assets, commodities, currencies, stablecoins and tokenized deposits all exist separately, while XRP provides liquidity between them.
That is much closer to XRP’s actual design.
Then you reach the number everyone screenshots.
Roberts models:
261.5M ounces of U.S. gold at $25,000/oz = $6.54T
10B XRP at $3,300 = $33T
Combined = roughly $39.54T.
Again, he explicitly calls that illustrative scale, not a price forecast.
The fascinating part is what would have to support that XRP valuation.
Not retail FOMO.
Not people smashing buy on exchanges.
He describes things like:
central-bank collateral eligibility,
official conversion facilities,
sovereign settlement demand,
multinational reserve allocations,
deep market-making pools,
and controlled XRP supply.
That changes the entire question.
It becomes less:
“Can XRP naturally pump to $3,300?”
and more:
“What happens if XRP ever becomes recognized institutional collateral and sovereign liquidity infrastructure?”
Now look at what already exists today.
The U.S. already has a Digital Asset Stockpile.
XRP is explicitly identified as a digital commodity under the SEC’s March 2026 interpretation.
RLUSD has reached roughly $2.3956B circulating, backed by about $2.5177B in reserves.
Ripple Prime clears $3T+ annually across more than 300 institutional customers.
And on September 17, the SEC created a five-year pathway for tokenized U.S. stocks to trade through permissioned liquidity pools running on public permissionless blockchains.
Read that again.
Public blockchain underneath.
Controlled institutional markets above it.
That is extremely close to the architecture Roberts describes.
The one catalyst that would take this thesis into another category is very clear:
official sovereign recognition of XRP as collateral, reserve, settlement or strategic-liquidity infrastructure.
That has not happened.
But Boyd Roberts did something useful.
He showed exactly what the system would need to look like if it ever did.
And that is why Petition 4-867 is worth understanding beyond one crazy-looking $3,300 XRP screenshot.
What do you think about this? https://x.com/Xfinancebull/status/2101340791952257044
## @saylor (Michael Saylor) · 09-19 17:09 · ♥70 ↻14 💬11 Digital Assets After CLARITY: The Best Protection Is Adoption https://x.com/saylor/status/2101358105795711331
## @Eyenidim (Eyenidim) · 09-19 12:57 · ♥63 ↻1 💬5 𝗧𝗢𝗡 𝘀𝘁𝗼𝗽𝘀 𝗯𝗲𝗶𝗻𝗴 𝗮𝗻 𝗶𝘀𝗹𝗮𝗻𝗱.
The interesting part of @ston_fi Omniston isn't simply adding more chain logos.
It’s making TON accessible from liquidity that already exists elsewhere.
Think about someone holding USDT on TRON or USDC on Base.
𝗜𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳:
𝙲𝙴𝚇 → 𝚠𝚒𝚝𝚑𝚍𝚛𝚊𝚠𝚊𝚕 → 𝚋𝚛𝚒𝚍𝚐𝚎 → 𝚠𝚛𝚊𝚙 → 𝚃𝙾𝙽
𝘁𝗵𝗲 𝗴𝗼𝗮𝗹 𝗶𝘀 𝗮 𝗺𝘂𝗰𝗵 𝘀𝗶𝗺𝗽𝗹𝗲𝗿 𝗳𝗹𝗼𝘄:
𝚂𝚘𝚞𝚛𝚌𝚎 𝚠𝚊𝚕𝚕𝚎𝚝 → 𝙾𝚖𝚗𝚒𝚜𝚝𝚘𝚗 → 𝚍𝚎𝚜𝚝𝚒𝚗𝚊𝚝𝚒𝚘𝚗 𝚠𝚊𝚕𝚕𝚎𝚝.
The source wallet signs.
Resolvers compete for the order.
Atomic settlement happens underneath.
The destination wallet receives the native asset.
And the same idea works in reverse.
TON users can move stablecoins toward ecosystems including:
☞• 𝙴𝚝𝚑𝚎𝚛𝚎𝚞𝚖 ☞• 𝙱𝙽𝙱 𝙲𝚑𝚊𝚒𝚗 ☞• 𝙿𝚘𝚕𝚢𝚐𝚘𝚗 ☞• 𝙰𝚛𝚋𝚒𝚝𝚛𝚞𝚖 ☞• 𝙰𝚟𝚊𝚕𝚊𝚗𝚌𝚑𝚎 ☞• 𝚇 𝙻𝚊𝚢𝚎𝚛 ☞• 𝚁𝚘𝚋𝚒𝚗𝚑𝚘𝚘𝚍 𝙲𝚑𝚊𝚒𝚗
EVM-to-EVM routes can also use the same execution layer.
That’s why describing Omniston as simply a “TON bridge” misses the bigger picture.
Its evolution is important too.
@ston_fi started with liquidity aggregation on TON.
Then came cross-DEX routing.
Now Omniston is extending that model into cross-chain order settlement.
Resolvers provide destination liquidity for individual orders instead of the protocol maintaining one massive custodial pool.
That means liquidity can follow the order rather than users depositing assets into a giant bridge vault.
There’s also an integration layer.
Wallets, apps and other platforms can connect through an API, SDK or widget, with integrators able to take fees in the destination asset.
If resolver liquidity continues to deepen and the supported asset universe expands beyond stablecoins, Omniston could become more than a TON liquidity product.
It could become an execution layer connecting different liquidity environments.
𝗙𝗼𝗿 𝗻𝗼𝘄, 𝘁𝗵𝗲 𝘁𝗵𝗲𝘀𝗶𝘀 𝗶𝘀 𝘀𝗶𝗺𝗽𝗹𝗲:
TON doesn't need to become every chain.
It needs a better way to reach the liquidity already sitting on those chains. @ston_fi https://x.com/Eyenidim/status/2101294530599285123
## @YusufGemz (Yusuf) · 09-19 15:52 · ♥46 ↻0 💬15 Arc just went live, and @1inch is already live with swaps from day one.
What I like here is how simple the experience is.
Select Arc on @1inch , choose the assets you want to swap, and let 1inch handle the routing and execution.
No need to manually search across different liquidity sources. @1inch finds the route for your swap and handles the execution behind the scenes.
With Arc heavily focused on stablecoins, I’m especially interested to see how swap activity develops as more liquidity and users enter the chain.
Swap on Arc through 1inch
https://t.co/A1sjAr96ll https://x.com/YusufGemz/status/2101338729918915030