# stablecoins — X 热门讨论 (2026-09-26 08:34 UTC)
## @AshCrypto (Ash Crypto) · 09-26 08:26 · ♥102 ↻8 💬23 CRYPTO HAD AN INTERESTING WEEK:
1. BTC hit $87,000, ETH $2,800 and SOL $120 for the first time in nearly 8 months.
2. ETFs bought $2.4 Billion of BTC, $690 Million of ETH and $188 Million of SOL.
3. Crypto market cap reclaimed $3 Trillion for the first time in 8 months.
4. X partnered with crypto exchanges and brokers to let users trade stocks and crypto right from the timeline.
5. Fed proposed rules allowing banks to issue their own crypto stablecoins.
6. CFTC updated guidance on tokenized funds, and the Chairman said, “It’s go time” for clear crypto rules and 24/7 markets.
7. SEC issued new guidance confirming staking tokens are not securities.
8. NYSE partnered to bring tokenized US stocks to 44M crypto accounts, while BlackRock expanded access to tokenized investment portfolios. https://x.com/AshCrypto/status/2103763004445835367
## @MINHxDYNASTY (۟) · 09-26 07:55 · ♥98 ↻2 💬35 do you see what’s happening? it’s incredible
industry leaders are talking about ai agents driving the next stablecoin boom
the idea is simple: if ai starts doing more and more things for us, software will need a native way to send, receive, and use money too
stablecoins are almost perfectly built for that
we’re finding new ways to connect social media + trading, with global payment rails that barely existed before
stocks from around the world are being tokenized and opened up to everyone
these are things we used to dream about when we first entered the wild west, and we are sitting right in the middle of it all
IT IS OUR TIME. WE WERE EARLY.
and it feels like we’re only at the beginning
the realm of possibilities is endless https://x.com/MINHxDYNASTY/status/2103755235034644963
## @alex_hunter20 (Alex) · 09-26 06:35 · ♥40 ↻0 💬10 Lol talking about conviction here is funny.
You had enough convictions to say that the remaining 42% allocated to the community would fund 40+ years of staking rewards.
But you're not confident enough now to bet on a three-year timeframe? 🤡
That's a 33% APR if you're right lol. Where can you get more than that on your stablecoins? :)
And no, it's not just people who missed the airdrop who want S3. Everyone who did their homework after the TGE wants it too.
An airdrop would be a net positive for the protocol. You'd get a better token distribution because the case for $HYPE is much clearer now than it was in 2024. It would be much easier for airdrop recipients to hold their tokens than it was back then, given all the uncertainty and attacks we faced back then.
Beyond better distribution, you'd have people using that money to trade + a lot more people coming in because they'd think: "Now it's clear these tokens aren't just for 40+ years of staking rewards I was retarded. There could be another airdrop in a few years and I don't want to miss that one."
That would boost activity for the next few years and especially now that we're about to enter in a new bullrun. But one thing is certain: people who don't believe in S3 don't believe in Jeff's vision for decentralization and only care about themselves.
Why? Because they're too scared of getting dumped on and seeing the price drop for a few days or weeks.
And they haven't done anything beyond buying a few million dollars worth of $HYPE and staking it, so an airdrop would be a net negative for them 👍🏻
Plain and simple. > 引用 @izebel_eth: @MomentumKevin @0xMerp @fomosaurus @tulipking im not locking money up for 3 years its the fucking mike mcdonald situation again, i thought this was till the end of 2026
call me when u have more conviction its coming soon and ill take ur money https://x.com/alex_hunter20/status/2103735194909892822
## @TheMichaelEvery (Michael Every) · 09-26 01:40 · ♥41 ↻3 💬3 2026, day 268
Good morning from Asia - and the press says who knows what really happened with the big U.S.-China summit, and something ominous looks likely on the U.S.-Iran and Russia-Ukraine fronts.
GEOPOLITICS: 🌍🔥
‘Xi-Trump atmospherics welcomed but mask structural rifts: analysts’ (SCMP);
‘Xi seizes Trump detente to seek lasting gains on trade and Taiwan’ (BBG);
‘Trump Says He’ll Meet Xi Twice More This Year as Summit Wraps’ (BBG);
‘How Trump's diplomatic week exposed the limits of his power’ (Reuters);
‘Iran pitches 7-day plan to restart US talks, reopen Strait of Hormuz’ (The Hill);
‘Trump Rejects Iran Ceasefire, Expects Renewed Bombing After Midterms’ (WSJ);
‘Trump warns Xi over Chinese support for Iran, receives assurances, US envoy says’ (Reuters);
‘Iran will make no nuclear concessions, Iranian official says’ (Reuters);
‘In Iran, Talk of Whether to Build a Nuclear Bomb Bursts Into the Open’ (WSJ);
‘Why the Gulf Wants Trump to Hold the Line on Iran’ (WSJ);
‘Saudi Arabia: We intercepted two drones launched by Houthis toward Riyadh’ (Reuters);
‘Houthis promise not to target European ships’ (FT);
‘Yemen’s president calls on Yemenis to mobilize’ (Reuters);
‘Pakistani, Saudi and Turkish military chiefs vow to actualize defense deal during meeting in Riyadh’ (Reuters);
‘Foreign leader on Putin's doorstep sounds alarm over Iran fueling Moscow's war machine’ (Fox News);
‘Finland and Sweden scramble Quick Reaction Alert jets to intercept Russian aircraft’ (Euronews);
‘Putin says all Ukraine peace proposals on table, but Russia must weigh its interests’ (Reuters);
‘Russia Said These Foreigners Wouldn't Have to Fight. Then It Sent Them to the Frontlines’ (Politico);
‘Trump made 'final decision' on granting Ukraine Patriot licenses, Zelensky says’ (Politico);
‘Europe needs 'decisive change' in defence efforts to face Russia threat, EU agency says’ (Reuters);
‘U.S. military lays groundwork for potential action around Cuba’ (CBS);
GEOECONOMICS: 🌍 ✈️ ⛴️ 🚛
‘The Cost of Transporting Pretty Much Everything Just Won’t Stop Going Up’ (WSJ);
‘Pentagon-Backed Oil Company Is Set to Vie for Chevron’s Crown in Venezuela’ (WSJ);
‘U.S. not rushing to strike deal with Canada, Washington's trade envoy says’ (Globe & Mail);
‘Oil sector questions economics of Alberta's West Coast pipeline’ (Globe & Mail);
‘EU urges UK to raise tariffs on Chinese cars to avoid ‘made in Europe’ barriers’ (FT);
‘US push to flood Balkans with American gas sparks concerns in Brussels’ (Politico);
‘Taiwan Backs Early Plan to Restart Nuclear Power in Policy Shift’ (BBG);
‘BASF makes takeover approach for chemicals rival Evonik’ (FT);
‘China overtakes US as top workplace for elite AI researchers, study finds’ (SCMP);
‘EU capitals eye changes to migration pact’ (Euractiv);
‘US immigration crackdown hits Kansas, disrupts beef processing’ (Reuters);
‘Indonesia coffee trade wilts under brunt of climate change’ (Nikkei Asia);
POLITICS: 🗳️
‘Supreme Court blocks use of GOP-favored map in Missouri — again’ (The Hill);
‘Trump Is Predicting Midterms Success but Republicans Are Starting to Panic’ (WSJ);
‘Democrats running for office turn sharply against their own party’ (Axios);
‘US Supreme Court lets Donald Trump vet voters’ immigration status’ (FT);
‘No general election before 2029, Andy Burnham says’ (Guardian);
‘Far-left Mélenchon on track for presidential face-off against Le Pen, poll suggests’ (Politico);
‘AfD surprises the Italian far-right by encouraging secessionism in South Tyrol’ (El Pais);
MARKETS: 📈
‘US bond sell-off pushes long-term yields to new post-2004 high’ (FT);
‘Soaring bond yields ‘not even close’ to cooling red-hot US economy, investors say’ (FT);
‘US appeals court upholds Pentagon’s blacklisting of Anthropic’ (Defense News);
‘Banks risk losing $230 billion in payments revenue as stablecoins and tokenized deposits go mainstream’ (Capgemini); https://x.com/TheMichaelEvery/status/2103660942529851899