# stablecoins — X 热门讨论 (2026-10-08 10:14 UTC)

## @itlx_defi (ITLX Wallet) · 10-08 09:57 · ♥171 ↻139 💬182 🚨📱82 million Galaxy devices are about to get closer to Stablecoins.

@SamsungMobile Wallet will begin supporting ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 cross-border transfers for eligible U.S. Galaxy users later this month directly inside the wallet they already use, without requiring a separate crypto app. That’s the bigger signal:

Crypto adoption gets easier when blockchain disappears into the experience.

Wallets are evolving from places to store assets into gateways for payments, transfers, identity, and onchain services.

That’s also the direction behind @itlx_defi making Web3 feel more connected, accessible, and useful in everyday life.

The future of crypto may look less like using crypto and more like simply using your wallet.

#ITLX #ITLG #ITL https://x.com/itlx_defi/status/2108134729920713109

## @DamiDefi (Dami-Defi) · 10-08 09:30 · ♥66 ↻9 💬8 My biggest question with any DePIN project has always been simple: who's actually paying for what the network produces?

@NATIXNetwork just answered it. They've signed a six-figure agreement to supply 3,000 hours of real-world driving data to a Unicorn AI lab that builds general world models.

That's a different kind of proof from what we've seen so far. NATIX data has already powered research like VATIX with Valeo and Orbis 2 at Freiburg, which showed the data is useful. This shows a commercial customer is willing to pay for it.

The buyer matters too. General world models learn how the real world moves and reacts, so this footage could end up feeding much more than self-driving: robots, drones, simulations. The market for what NATIX drivers collect just got a lot wider.

And the token side is easy to follow. Customers pay in fiat or stablecoins, that revenue goes to the protocol, and it feeds the $NATIX buyback and burn. Across Q2 and Q3, 224,971,878 $NATIX were burned from data sales so far, before this deal.

Drivers collect it. AI labs buy it. That's what a DePIN with real demand looks like.

DYOR. https://x.com/DamiDefi/status/2108127780315828614

## @raintures (Rain) · 10-08 08:09 · ♥41 ↻6 💬32 $BTC managed to break $85K, but the money behind that move looks pretty thin.

Glassnode puts combined spot + ETF volume at ~$6.8B daily, lower than 90% of trading days since January 2024.

Over the past 30 days, ETFs, stablecoins and corporate buying brought in roughly $4.9B, while BTC’s realized cap increased by $12.8B.

To me, that suggests a lot of the repricing is happening between existing holders rather than being driven by fresh demand.

Meanwhile, 24,073 BTC left exchanges on October 5, the biggest net outflow since March.

Supply is tightening, but buyers still aren’t showing much urgency.

With BTC around $83K and major bids sitting near $81K, I’m watching whether those buyers actually step in.

If exchange supply keeps shrinking but new capital stays this weak, who pushes BTC through $85K again? https://x.com/raintures/status/2108107397986165098

## @Eliteonchain (Elite🏝) · 10-08 09:02 · ♥51 ↻0 💬27 Around $67.4M of PT-AUSD collateral matures today inside @Aave on @Monad.

The maturity itself is straightforward.

The refinancing mechanics underneath it are the real story.

Users bought PT-AUSD through @pendle_fi to lock in fixed yield, deposited that PT into Aave as collateral, then borrowed stablecoins against it.

So the strategy became:

lock fixed yield → use PT as collateral → borrow → maturity arrives → refinance

Today is the refinance step.

Borrowers can:

> Repay the debt > Replace the collateral > Roll into the December maturity > Exit the strategy entirely

The constraint is liquidity.

As of October 2, LlamaRisk reported only $1.61M of liquidity in the December replacement pool versus $67.4M of collateral in the expiring Aave market.

That does not mean $67M needs to be sold today.

New PT can be minted, and maturity itself does not automatically liquidate borrowers.

But borrowers who want to keep the position running need enough capacity in the next maturity.

That turns this into a familiar fixed-income problem:

capital reaches maturity → borrower repays or refinances → the next market needs enough liquidity to absorb the rollover

The product is no longer just fixed yield.

It is fixed yield connected to collateralized lending.

Once those two markets connect, maturity dates start behaving much more like refinancing events.

So the important part today is not simply that $67M expires.

It is whether that capital can roll into the next maturity without forcing borrowers into thinner liquidity or worse borrowing economics. https://x.com/Eliteonchain/status/2108120751995813920

## @jacqmelinek (Jacquelyn Melinek) · 10-08 08:33 · ♥42 ↻6 💬11 There's a lot of announcements at Token2049, but I think this one I moderated with @Solana and Samsung is one of the more interesting gateways for adoption.

TLDR: Samsung is bringing stablecoins to its 82 million Galaxy devices in the US.

Wonseok Baek, Head of Group for North America Samsung Wallet, made a comparison that users may eventually think about stablecoins the same way they think about Visa or Mastercard.

Most people don’t care what provider powers their card payments, they just expect it to work.

As stablecoins are embedded directly into devices people already use, users don’t necessarily need to understand the underlying technology.

It can just become another feature that helps money move. > 引用 @niran7: wow @vibhu @jacqmelinek https://t.co/7LDe09TBdM https://x.com/jacqmelinek/status/2108113512367001892

## @BitcoinHopium (Bitcoin Hopium) · 10-08 06:53 · ♥43 ↻5 💬3 #BREAKING 🚨 BOOOOM 💥💥

SAMSUNG JUST ANNOUNCED A PARTNERSHIP WITH SOLANA TO ENABLE CRYPTO STABLECOIN TRANSACTIONS ON 82 MILLION DEVICES IN THE US! THIS IS A GAME-CHANGER! Samsung Wallet users will now have direct access to the crypto world, integrating stablecoins like never before.

This move shows that major players are betting on crypto adoption despite market volatility. When giants like Samsung embrace crypto, it highlights a growing institutional confidence. This isn’t just about Solana; it’s a big signal for the entire space. More adoption leads to increased usage, which could boost demand across the board.

WHAT A LEGEND! 🌟 https://x.com/BitcoinHopium/status/2108088410401562699