# stablecoins — X 热门讨论 (2026-09-23 04:36 UTC)

## @Fityeth (fity.eth) · 09-23 01:54 · ♥77 ↻2 💬51 BlackRock says AI agents will use stablecoins and AI compute will be tokenized.

They’re telling you the next crypto narrative before it starts.

What are you buying? https://x.com/Fityeth/status/2102577420691963956

## @bgv1806 (Bùi Vương 🎯🐐) · 09-23 02:05 · ♥53 ↻0 💬58 Most RWA projects start with an asset.

@DualMintRWA starts with the cash flow.

The idea is simple: acquire machines that already generate revenue, put them into an SPV, tokenize the exposure, then bring the resulting cash flow onchain.

PLAY is the first Solana product built around 200 operating arcade claw machines.

The machines generate revenue from real-world plays, while telemetry and infrastructure are designed to make machine activity and cash flow more verifiable.

The target is a 12–15% annual lease rate, with monthly distributions in stablecoins.

But the interesting part isn’t the headline yield.

It’s the model:

machine activity → verified revenue → SPV → tokenized exposure → onchain distributions

That changes the role of the token.

It isn’t simply representing ownership of a physical machine. It’s giving capital exposure to the income generated by a fleet of machines.

And because every claw-machine play is a discrete event, the underlying activity is unusually measurable compared with many other physical assets.

Of course, 12–15% is a target lease rate, not guaranteed yield. Machines can break, locations can underperform, and operators still introduce real-world risk.

So the real test for @DualMintRWA is whether it can make small, fragmented physical assets easier to verify, finance and eventually compose with DeFi.

Not just tokenizing machines.

Turning machine revenue into an onchain financial primitive. https://x.com/bgv1806/status/2102580042765414757

## @ErikHodler (Erik Hodler) · 09-23 02:58 · ♥42 ↻21 💬20 🇪🇺 ECB Pushes to Change MiCA’s Stablecoin Reserve Rules

The European Central Bank (ECB), together with the 27 EU national central banks, is proposing changes to MiCA’s stablecoin reserve requirements.

Under the current framework, issuers must hold at least 30% of reserves in commercial bank deposits, rising to 60% for significant stablecoins.

The ECB argues that concentrating too much stablecoin backing in bank deposits could create additional liquidity risks. During periods of market stress, large-scale redemptions could trigger sudden withdrawals from commercial banks.

Instead, the ESCB wants part of stablecoin reserves to be held in assets that mature within 1–5 business days, allowing issuers to access liquidity more quickly when users redeem their tokens.

The proposal could affect regulated euro stablecoins such as EURC and reshape how stablecoin reserves are managed across Europe.

⚠️ This is a proposal, not yet an official change to MiCA.

#Crypto #Stablecoin #MiCA #ECB #EU #EURC #Regulation https://x.com/ErikHodler/status/2102593416437870941

## @Cointelegraph (Cointelegraph) · 09-23 03:30 · ♥44 ↻5 💬13 🗞️ Need to catch up on the news? Here's our top 10 from today:

🔸 BlackRock's latest research says the rise of AI agents could become a major driver of crypto adoption, with stablecoins and blockchains serving as the payment rails for machine-to-machine commerce.

🔹 President Trump says he backs a ban on US diesel exports as fuel prices hit record highs ahead of the November midterms.

🔸 Coinbase teamed up with Microsoft to help dismantle EvilTokens, an AI-driven cybercrime network, leading to arrests of its operators.

🔹 Treasury Secretary Scott Bessent is reportedly being considered for the role of President Trump's new AI czar, per Semafor.

🔸 The CFTC warns that "mention markets," which let traders bet on what someone will say or do, carry a high risk of manipulation.

🔹 Canada’s six largest banks are exploring tokenized Canadian dollar deposits for faster, programmable interbank payments.

🔸 CME Group prepares to add Bitcoin Cash and Uniswap futures to its crypto derivatives lineup.

🔹 Kalshi asks the CFTC to allow margin trading, letting users trade with borrowed funds, per CNBC.

🔸 Binance invested $100M in Circle to expand USDC adoption in emerging markets.

🔹 Russia’s crypto industry could begin operating legally by year-end, per the CBR. https://x.com/Cointelegraph/status/2102601555060879864

## @CamKhosravi (Camran Khosravi) · 09-22 21:43 · ♥40 ↻4 💬5 "As AI adoption broadens and agentic systems become more capable, digital assets could become increasingly integral to AI’s economic infrastructure, expanding utility across stablecoins, tokenized RWAs, and native cryptoassets that support blockchain settlement."

This. > 引用 @BlackRock: Our latest research paper explores the growing connection between AI and digital assets and explains why broad AI adoption may drive new demand, utility and applications across the digital asset economy. https://t.co/z5T88Orble https://t.co/GMxQqTVmUN https://x.com/CamKhosravi/status/2102514177893875888