# stablecoins — X 热门讨论 (2026-09-22 09:19 UTC)
## @RatehopperAI (Ratehopper) · 09-22 08:35 · ♥64 ↻52 💬3 We Funded Two Agents with $2K from our Treasury https://x.com/RatehopperAI/status/2102315961130897539
## @kylobtc (Kylobayd) · 09-22 08:08 · ♥42 ↻0 💬33 Devs are looking to cut $ETH block times from 12s to 10s via EIP 8198
Institutions backing it makes complete sense
When you host the majority of stablecoins and RWAs, base layer speed isn't something you can ignore
Good step forward https://t.co/fB1W01f5fb https://x.com/kylobtc/status/2102308920098423109
## @StaniKulechov (Stani) · 09-22 08:46 · ♥49 ↻3 💬8 See you all in Singapore 🇸🇬
Drop me a DM if you’re looking to launch Earn programs, deploy capital onchain, issue RWAs, or build with stablecoins.
@luigidemeo, @alphaleaked, and I would love to meet you. https://t.co/aRjczXDgtm https://x.com/StaniKulechov/status/2102318664758514068
## @Zorakrypt (Zora) · 09-22 06:53 · ♥42 ↻0 💬18 The stablecoin market has crossed $305B.
What matters more is where that liquidity is going and how it is being used.
Market leaders
USDT → $183.29B USDC → $74.42B USDS → $6.54B USDe → $4.88B DAI → $4.80B USD1 → $4.37B
USDT and USDC control about 84.5% of the market.
USDT remains the clear leader, while USDC continues to grow across DeFi, payments and institutional activity.
Where the liquidity sits
Ethereum → $146.68B Tron → $94.41B Solana → $15.59B BNB Chain → $13.29B Hyperliquid → $7.27B
Ethereum and Tron hold about 79% of global stablecoin supply.
Tron is heavily dominated by USDT.
Solana and Hyperliquid are heavily USDC driven.
Stablecoin liquidity is clearly following where users are trading, borrowing and settling.
The projects driving utility
⤐ @Tether_to and @circle remain the two dominant issuers.
⤐ @Aave and @MorphoLabs turn stablecoins into lending and borrowing liquidity.
⤐ @SkyEcosystem gives USDS a wider role across its DeFi ecosystem.
⤐ @ethena_labs brings a different model through USDe and its synthetic dollar design.
These protocols matter because they create actual demand for stablecoin liquidity.
Stablecoins are also connecting with tokenization
⤐ @BlackRock’s BUIDL, @OndoFinance’s USDY and Circle’s USYC are bringing Treasury and money market exposure onchain.
They are not stablecoins, but they are becoming part of the same onchain dollar economy.
The numbers tell an important story
Stablecoin market cap → ~$305B
DeFi TVL → ~$95.6B
The gap shows that a large amount of stablecoin liquidity is still outside DeFi.
As more of that capital moves into lending, trading, collateral, payments and settlement, stablecoins become more than a place to hold dollars.
They become part of the infrastructure moving money onchain.
The next stage of the stablecoin market is not just about issuing more dollars.
It is about making those dollars useful. https://x.com/Zorakrypt/status/2102290148092235980
## @WuBlockchain (Wu Blockchain) · 09-22 04:00 · ♥40 ↻4 💬11 Coinbase CEO Responds to Stablecoin Rewards and Banking Regulation Debate
Coinbase CEO Brian Armstrong @brian_armstrong addressed questions about how USDC rewards differ from bank interest and whether Coinbase should face bank capital and liquidity requirements in a September 19 interview with MoneyRehabPodcast.
Armstrong said the rewards pass on part of the returns from underlying short-term U.S. Treasuries and are legally distinguished from deposit interest. He emphasized that Coinbase does not issue stablecoins or engage in fractional-reserve lending, while stablecoin issuers maintain full reserves. He also criticized some major banks for allegedly using government intervention to restrict competition. https://x.com/WuBlockchain/status/2102246517822181635
## @bdog_hh (b-dog 🔺) · 09-22 06:30 · ♥43 ↻7 💬0 BREAKING NEWS FROM EUROPE: @avax just became infrastructure for the European Central Bank's new financial system. 🚨
Yesterday the ECB officially launched Pontes, the Eurosystem's DLT bridge that settles tokenized securities in real central bank money, not stablecoins. Avalanche is one of the chains powering it. 🧵
Source: https://t.co/dvdfhlwQ5v
2/ Cashlink, Germany's leading regulated tokenization registrar (€1B+ in transaction volume, 300+ live issuances, clients incl. KfW, Metzler, Helaba) and one of only FOUR DLT operators certified for Pontes' initial launch, has now integrated Avalanche infrastructure directly into its platform.
Source: https://t.co/TO3Ftk6rHZ
3/ Why Avalanche, specifically? It lets Cashlink spin up its own sovereign L1, fully customized for EU compliance, KYC, and access control, while still natively interoperating with every other Avalanche L1 worldwide via Warp Messaging. A closed ledger like XRPL can't offer that.
4/ And the pattern isn't random. Korea and Japan are already pushing institutional securities tokenization on Avalanche. NYSE has been testing it too. Cashlink adding Avalanche means Europe's central bank money rails now sit on the same base architecture as Asia's and potentially Wall Street's.
5/ That's the strategic unlock for Cashlink: full sovereignty over its own chain today, plus a frictionless path to plug into a growing global institutional network tomorrow, instead of locking Europe's tokenized securities into an isolated system.
6/ Europe's central bank money, connected to Avalanche infrastructure, connected to Asia's institutional rails, connected to potentially the largest exchange in the world. Avalanche isn't just another L1, it's becoming the interoperability layer for global institutional tokenization. 🔺
@AvaxTeam1 @AvaLabs @ecb @Lagarde @avax @avax_one @avat_co avalanche-2:native https://x.com/bdog_hh/status/2102284259029602535