# stablecoins — X 热门讨论 (2026-09-23 10:04 UTC)
## @web3_intellect (WEB3 Intellect) · 09-23 09:44 · ♥72 ↻16 💬14 🚨 BINANCE JUST PUT $100M BEHIND CIRCLE.
Alongside the investment, Binance and Circle have renewed their partnership for another 5 years, with plans to push USDC adoption across Binance’s global ecosystem.
The focus: bringing USDC to more users, particularly in emerging markets.
$100M + 5 more years. Binance is making a serious bet on stablecoins.
Information only. Not investment advice. https://x.com/web3_intellect/status/2102695549010887052
## @0xAltKing (The Altcoin KING) · 09-23 08:53 · ♥63 ↻0 💬38 Tokenized stocks are becoming actual DeFi assets
@BitgetWallet just integrated Reality, bringing more than 1,700 tokenized U.S. stocks and ETFs to its self custodial wallet.
That’s a bigger shift than simply adding more stock tokens.
[1] The distribution layer is changing
Reality’s rTokens give users exposure to more than 1,700 U.S. stocks and ETFs, covering around 95% of total U.S. market trading volume.
Each token is backed 1:1 by the underlying shares held through Alpaca Securities, with reserves independently attested daily.
The assets are initially available on @arbitrum and @Morpho.
Users can access equities without moving funds into a traditional brokerage or giving up custody of their crypto.
[2] The tokens behave more like onchain assets
The important part is what happens after tokenization.
Eligible dividends are distributed in stablecoins.
Corporate actions like stock splits are reflected in the tokenized positions.
And rTokens can be used across supported DeFi applications, including as collateral.
So a tokenized stock becomes more than a digital representation of an equity.
It becomes an asset that can move through the same onchain infrastructure as stablecoins and crypto assets.
[3] Traditional liquidity is connecting to DeFi
Reality doesn’t rely entirely on isolated onchain liquidity.
During U.S. market hours, it routes orders to underlying Nasdaq and NYSE liquidity.
Bitget Wallet’s DEX aggregator has also integrated rToken liquidity, with its API available to third party partners.
Traditional market liquidity sits underneath the asset, while crypto infrastructure handles distribution, custody and composability.
@BitgetWallet says its RWA trading volume grew 27% QoQ in Q2.
If this keeps expanding, tokenized equities could end up doing much more than giving users onchain stock exposure.
They could become part of the liquidity and collateral layer of DeFi.
That’s when tokenization starts becoming really useful. https://x.com/0xAltKing/status/2102682705456455889
## @0xc06 (Onur) · 09-23 09:14 · ♥66 ↻7 💬11 Put $50 USDC into the @veloprotocol × Zebec Card today.
Why? Mostly because I wanted to answer a very basic question:
how much friction is there between having USDC and actually spending it?
So, I downloaded Orbit Plus (currently available in selected countries): ◢ iOS: https://t.co/IMTpa048tA
◢ Android: https://t.co/Kq0NE7tFgu
Verified my email, loaded the $50 and had the card set up in under 15 mins (no KYC).
We’ve spent years making it easier to move stablecoins but spending them in normal life still somehow feels like the awkward final step.
This is where @VeloProtocol’s PayFi direction makes more sense to me.
Zebec Card gives the assets sitting inside that ecosystem an actual spending endpoint through Mastercard rails.
Orbit is also being built around payments for autonomous/AI-driven transactions.
First 500 users who complete the campaign setup can also get a $10 cashback.
#VELO #PayFi #CryptoPayments #AgenticAI https://x.com/0xc06/status/2102688122714624026
## @scottmelker (The Wolf Of All Streets) · 09-23 09:30 · ♥61 ↻6 💬10 NEW: BLACKROCK SAYS AI AGENTS WILL DRIVE DEMAND FOR STABLECOINS AND BLOCKCHAIN PAYMENTS https://x.com/scottmelker/status/2102691944648352227
## @CryptoAici (Crypto Aici) · 09-23 07:18 · ♥42 ↻2 💬0 BlackRock: AI ar putea crea un nou motor uriaș de cerere pentru activele digitale
BlackRock vede o legătură tot mai puternică între AI, puterea de calcul și infrastructura blockchain. Gigantul care administrează peste 15 trilioane de dolari în active spune că explozia cererii pentru AI ar putea transforma „compute-ul” într-o nouă piață investibilă și ar putea accelera adopția activelor digitale.
Teza este simplă: pe măsură ce AI consumă tot mai multă putere de calcul, valoarea se mută către infrastructura care furnizează cipuri, centre de date, energie și cloud. BlackRock estimează că investițiile în centre de date în următorii cinci ani ar putea depăși 10 trilioane de dolari, iar cererea pentru compute continuă să crească rapid.
În paralel, BlackRock consideră că blockchain-ul ar putea deveni infrastructura financiară folosită de agenții AI pentru a cumpăra date și servicii și pentru a efectua microplăți aproape instantaneu. Compania descrie AI-ul drept „inteligență nativă pentru mașini”, crypto drept „bani nativi pentru mașini”, iar blockchain-ul drept infrastructura programabilă care le poate conecta.
Asta ar putea crea cerere structurală pentru stablecoins, active tokenizate și blockchain-uri, pe măsură ce agenții AI încep să facă autonom tot mai multe plăți și tranzacții.
Pe scurt: BlackRock vede „compute-ul” drept una dintre zonele unde boom-ul AI și activele digitale ar putea începe să se intersecteze direct,iar următorul val de adopție crypto ar putea veni nu doar de la oameni, ci și de la agenții AI.
Urmărește @cryptoaici pentru cele mai importante știri din crypto, AI și piețele financiare. https://x.com/CryptoAici/status/2102658962273206664