# stablecoins — X 热门讨论 (2026-09-25 15:39 UTC)
## @HeyElsaAI (HeyElsa) · 09-25 15:18 · ♥97 ↻19 💬22 Programmable Machines Need Programmable Money. https://x.com/HeyElsaAI/status/2103504501340807523
## @CryptoMichNL (Michaël van de Poppe) · 09-25 15:00 · ♥90 ↻6 💬15 $SUI provides the ideal cocktail of why holding a token makes sense at this point.
It's finally breaking upwards and I'm convinced that we haven't seen all yet.
The reason for that is the mix of fundamental progress is playing out with the best narrative in the markets: a token valuation going upwards creating a strong community.
I think that a lot of people underestimate the impact of having gasless fees on stablecoins on the underlying protocol.
If you don't need to pay any fees at all while you're using a blockchain, it's quite clear that humans and AI Agents will be using that chain for transfers.
Even better, if there is the ability to do many transactions (in other words: a high possibility of scalability of the underlying protocol), you'll be excluding the risk of third party risk that your transfer won't be delivered to the other side.
The combination is super strong, and on top of that, this month, the team is adding confidential payments.
That's a second part of the ecosystem that I think most of the investors aren't aware of that this will be a giant step forward in the use case of crypto in general.
From an use case perspective, this brings everything together for $SUI to be doing really well.
For sure, there's always the debate of price and valuations and such, you could argue whether TVL is a viable metric, but how I'm looking at investments and trades is that you'd need to be looking at whether or not there's an unique use case and thesis to invest in.
Given that $SUI has that unique case and has one of the strongest teams in the ecosystem, I'm just very pleased to be seeing the momentum.
Add to that the technical indicators clearly indicating that we're in a bottoming process.
It's up 40% against Bitcoin since the low was made, but given the higher timeframe bullish divergence is still applied, there's a lot more to come towards the price action of $SUI and I remain consistent in thinking that this is still significantly undervalued. https://x.com/CryptoMichNL/status/2103499770849296391
## @realcryptomoses (CryptoMoses) · 09-25 14:20 · ♥52 ↻4 💬11 Coinbase CEO Brian Armstrong predicts crypto and stablecoins will become the go-to payment rails for AI agents. https://t.co/PV36BTMXqF https://x.com/realcryptomoses/status/2103489714993102964
## @BitcoinPulseX (Bitcoin PulseX) · 09-25 13:54 · ♥54 ↻6 💬2 🇺🇸 HUGE NEWS: THE FED HAS JUST PROPOSED RULES THAT COULD ALLOW BANKS TO LAUNCH THEIR OWN CRYPTO STABLECOINS! 🏦
THE BANKING SYSTEM IS ENTERING A NEW ERA! 💥🚀 https://t.co/QzoI4SI8oz https://x.com/BitcoinPulseX/status/2103483294025167090
## @0xTraderSam (Sam) · 09-25 14:59 · ♥47 ↻4 💬6 “Most liquid allocators are meaningfully undersized to Ethena when considering the scale of the opportunity”
——
The way to think about Ethena TAM/SAM is to imagine the total future market cap of stablecoins, what % of that market will seek yield, what % of those seeking yield want more than SOFR, and that’s how you calculate the Ethena opportunity. I anticipate it will be in the hundreds of billions in the not so far out future.
There is no other team that has done better risk management, earned consistent yield above SOFR, has more distribution, and is better capitalized than Ethena.
There are very, very few projects in crypto with as much potential upside as Ethena. > 引用 @AustinBarack: $ENA is one of the primary beneficiaries of more trading activity leading to higher yields and in turn reflexive growth of USDE and now with this expansion their serviceable addressable market expanded massively. In my opinion most liquid allocators are meaningfully undersized Ethena when considering the scale of the opportunity. Just as a reminder there are only 4 stablecoins which have real scale, network effects, and distribution and USDE is one of them (and I think the top one outside of USDT and USDC) https://x.com/0xTraderSam/status/2103499679329665149
## @C_Angermayer (Christian Angermayer) · 09-25 14:32 · ♥50 ↻4 💬3 I’ve believed for a long time that stablecoins are one of crypto’s most important use cases, which is what led me to become a founding investor in @Plasma
Until Plasma, no team had managed to translate that potential into a truly great, usable consumer product.
We changed the game.
Our chain has now been live for a year, settling hundreds of millions of dollars every day.
Our stablecoin - native neobank Plasma One has been live for only a few months, yet continues to set new records, with users in more than 150 countries.
Some of the tokens unlock today, but I’m definitely here for the long run - and I know my fellow founding investors are, too.
I’ve learned from experience that great things take time. I founded the psychedelics biotech company @ataibeckley in 2017; never sold a single stock; nine years - and quite a bit of volatility - later, it was acquired by Eli Lilly for up to $ 3.8 billion this summer, creating billions in value for our shareholders.
Let’s do it again.
I’m confident the Plasma team will continue delivering on its vision: building the world’s best stablecoin chain, combined with the globally leading stablecoin-native neobank.
And by doing so, I’m confident they will create significant value for the entire plasma:native community. > 引用 @Plasma: Year One. https://t.co/Tz2SIMn27o https://x.com/C_Angermayer/status/2103492812800934344
## @allscaleio (AllScale) · 09-25 13:52 · ♥42 ↻5 💬7 Our CEO @0xshawnpang joined @EthereumSH to discuss how stablecoins can help, and what's next for AI agent payments.
Thanks to @OrbitAI_OAI, the group photo now has Earth as its backdrop 🌍 > 引用 @OrbitAI_OAI: From Shanghai to orbit. 🌍🛰️
This week’s Ethereum Shanghai panel brought together builders and thinkers to explore what’s next for @ethereum, from prediction markets and stablecoins to AI and the space economy.
Featuring: @yuxin_pig @Gus_Nobody @0xshawnpang @NgSingTo
Hosted by: @ETHPanda_Org @TheExcitedFew @PANewsCN @EthereumSH
To mark the occasion, this group photo was sent into orbit. Displayed on Space Display’s OLED screen aboard Genesis-III, it was captured by an onboard 4K camera with Earth as the backdrop.
📸 Captured: September 23, 2026 · 03:28 UTC 🛰️ Altitude: 530 km 📍 Sub-satellite point: 62.16°N, 128.22°E
Orbit AI currently operates three proprietary AI computing satellites in orbit. Our long-term vision is a decentralized space computing network of one million satellites, collectively owned by its users. Want to put your idea, brand, or message in space? Make it happen with Space Display: https://t.co/fPwXU4BHJV You can also join the Orbit AI ecosystem through Space AI Vault: deposit stablecoins for a set term and receive complimentary AI Token usage credits. https://t.co/5FyDIDaOwH
#ETHSH #Ethereum #SpaceAI #SpaceDisplay #OrbitAI https://x.com/allscaleio/status/2103482812196372724
## @CoinDesk (CoinDesk) · 09-25 15:13 · ♥43 ↻1 💬10 INSIGHT: @Coinbase CEO @brian_armstrong says "The number of agents will keep growing. Crypto and stablecoins will be their go-to payment rail." https://t.co/gyH5i1CAAR https://x.com/CoinDesk/status/2103503154885357927
## @zaheerebtikar (Zaheer) · 09-25 15:04 · ♥41 ↻2 💬3 When we built the chain we fully knew the only way we'd get material, real-world traction would be to build our own app.
Stablecoins will not magically find further PMF if we don't build it ourselves.
Today, Plasma One and Plasma are driving *real* stablecoin demand. > 引用 @Paymentscan: 1/ @Plasma One publicly launched 100 days ago.
Since then, it has processed over $60.8M in card spend, onboarding tens of thousands of active users and drawing in over 3.5% of the circulating XPL supply.
Here's how adoption has developed: https://t.co/L9RoEvZUCx https://x.com/zaheerebtikar/status/2103500807060795731
## @GoMining (GoMining) · 09-25 15:04 · ♥41 ↻0 💬0 The best part: you never have to choose between cash now and your Bitcoin later.
Lock your miner, get stablecoins in seconds, and it keeps earning while you hold. 0% interest, your position stays yours.
👉 Try Instant Funds → https://t.co/VLXWhVbOUh https://x.com/GoMining/status/2103500847393181764