# stablecoins — X 热门讨论 (2026-09-27 15:14 UTC)
## @mnicoletos (Michael Nicoletos) · 09-27 13:58 · ♥111 ↻105 💬5 The Senate failed to advance America’s crypto rulebook 49–50. It needed 60.
Two days later the SEC opened a conditional path for real U.S. stocks, dividends and votes included, to trade on blockchains. A week after that, the futures regulator said brokers may invest client funds in tokenized Treasuries.
Next month, the depository that holds $114 trillion of U.S. securities launches its tokenization service.
Congress stalled. The plumbing did not.
https://t.co/xsJwJ3z400
#ClarityAct #SEC #CFTC #Tokenization #Trading #Blockchain #Bitcoin #Stablecoins https://x.com/mnicoletos/status/2104209040674804193
## @joelchristian05 (JOEL) · 09-27 10:43 · ♥102 ↻0 💬60 Stablecoins such as USD1 introduce a different approach to backing perpetual markets.
Instead of relying only on conventional stablecoins or volatile crypto assets, @Hertzflow_xyz uses tokenized real world assets within its peer to pool margin system on BNB Chain.
𝗛𝗼𝘄 𝗗𝗼𝗲𝘀 𝗜𝘁 𝗪𝗼𝗿𝗸?
When liquidity providers deposit RWA stablecoins into @Hertzflow_xyz vault, the capital isn’t simply sitting there waiting for traders to use it.
The assets backing those stablecoins can remain tied to short term U.S. Treasuries and cash reserves, providing an underlying yield component.
𝗧𝗵𝗲 𝗗𝘂𝗮𝗹 𝗥𝗲𝘃𝗲𝗻𝘂𝗲 𝗠𝗼𝗱𝗲𝗹
This creates two potential sources of return for vault liquidity:
➸ Yield generated by the underlying real world assets
➸ On chain revenue from Hertzflow activity, including trading fees, borrowing interest, and applicable Hyper Lev profit sharing
𝗪𝗵𝘆 𝗧𝗵𝗶𝘀 𝗠𝗮𝘁𝘁𝗲𝗿𝘀 𝗙𝗼𝗿 𝗣𝗲𝗿𝗽𝗲𝘁𝘂𝗮𝗹 𝗠𝗮𝗿𝗸𝗲𝘁𝘀
Leverage markets need liquidity that can withstand periods of volatility.
Crypto collateral can experience significant drawdowns during liquidations, potentially reducing the capital available to support traders.
Treasury backed RWA stablecoins introduce a different type of collateral base, while still allowing the vault to provide liquidity for markets across crypto, forex, and commodities.
𝗧𝗵𝗲 𝗕𝗶𝗴 𝗤𝘂𝗲𝘀𝘁𝗶𝗼𝗻
Would you prefer liquidity backed by yield bearing RWA stablecoins, or would you stick with traditional stablecoins such as USDT and USDC?
Drop your take below.👇
Official link:
https://t.co/DK9kCsxEkt https://x.com/joelchristian05/status/2104159896488812553
## @IdMintThat (mick.artisan.cash) · 09-27 13:39 · ♥57 ↻2 💬11 Stablecoins are the future. https://x.com/IdMintThat/status/2104204305909821862
## @virtualbacon (VirtualBacon) · 09-27 14:23 · ♥55 ↻2 💬6 Stablecoins will keep growing, and DeFi isn't the reason. The US debt problem is.
Under the GENIUS Act, Tether and Circle, the USDC issuer, have to back their coins with dollars or Treasuries. They buy Treasuries, so more stablecoins means more buyers for US debt https://x.com/virtualbacon/status/2104215325143429192
## @cutemoon66 (cutemoon) · 09-27 06:41 · ♥42 ↻0 💬21 on @0xMiden , transactions are confidential, verifiable and compliant.
Users execute locally, on their own devices. Sensitive data stays there. The network checks a proof that the execution was valid.
That’s the privacy side. The compliance side is built in:
> selective disclosure, reveal only what is necessary > travel rule and sanctions checks, without making the full history public > Guardian for recovery, device sync, and per-transaction policy, without letting an operator move the funds
That’s the model behind private wallets, private stablecoins, and private treasury management. https://x.com/cutemoon66/status/2104099173813424266
## @MrManXRP (Mr. Man) · 09-27 12:01 · ♥40 ↻8 💬4 👀 The closing bell is becoming less relevant.
On September 17, the SEC held its roundtable on preparations for 24hour U.S. equity trading. The discussion wasn’t simply about keeping exchanges open longer. It covered what has to happen to surveillance, clearing, settlement, collateral, market data, cybersecurity and operations when the market no longer stops at 4 p.m. The SEC says the industry is presently developing toward a 23 hour, five day market, which happened June 30, 2026.
On the same day, the SEC issued its Innovation Exemption for tokenized NMS stocks.
NMS means National Market System. We’re talking about stocks listed in the existing U.S. securities market, not synthetic versions merely tracking their prices.
The SEC created a new framework for Tokenized Securities Venues, or TSVs, allowing tokenized NMS stocks to trade through permissioned automated market makers and liquidity pools. The tokenized stock must carry the same rights and privileges as the equivalent traditional stock, including dividends and voting rights.
This is important. The SEC requires the smart contracts used by a TSV to be public and auditable and deployed on a public, permissionless distributed ledger.
So September 17 gave us two developments at once.
The traditional U.S. equity market is being prepared to trade for substantially longer hours.
At the same time, the SEC has created a regulatory route for those same NMS stocks to trade in tokenized form on public blockchain infrastructure.
Then @Citi published Digital Collateral. A Practical Reality on September 24. Covered by @IOV_OWL
Citi describes the problem created when markets operate 24/7 but collateral and banking infrastructure still operate around traditional business hours. Its examples include U.S. Treasuries being mobilized around the clock to meet margin calls in minutes, tokenized money market funds becoming usable collateral, and institutions moving from monitoring risk to actually managing it in real time across time zones.
Citi estimates outdated settlement cutoffs can leave as much as $15 billion of collateral idle per firm, costing major institutions roughly $346 million annually in lost income. It also says around 60% of global margin is held in non yielding cash because traditional funds have historically been too slow to move for modern margin requirements.
This is why 24 hour trading is about much more than being able to buy a stock at 2 a.m.
If the market trades at 2 a.m., risk changes at 2 a.m.
If risk changes, margin changes.
If margin changes, collateral has to move.
If collateral moves, the cash and securities settlement infrastructure has to be available too.
That is where tokenization starts becoming operational infrastructure rather than simply a different way of displaying an asset.
The pieces are beginning to meet. 24hour markets. Tokenized NMS stocks. TSVs and public permissionless ledgers. Tokenized Treasuries and money market funds. 24hour collateral mobility. Continuous clearing and settlement.
And we still have the most important implementation questions ahead of us.
Which public ledgers will TSVs actually use?
What becomes the cash leg?
Which stablecoins or tokenized deposits qualify?
How does tokenized collateral move between banks, CCPs and clearing systems?
What provides liquidity when New York is asleep?
And eventually, how much of that process is performed automatically by financial agents rather than people?
The closing bell doesn’t need to physically disappear for it to stop defining when the financial system operates.
Digital never sleeps.
https://t.co/pjmxChsrG3 > 引用 @IOV_OWL: 💣 BREAKING: Citi says global collateral markets are being fundamentally rebuilt around tokenized assets and 24/7 settlement.
In a new report released today, Citi says 77% of firms expect to use tokenized collateral in 2026, while 5% of repo turnover is already being traded in tokenized form.
The bank highlights:
• DTCC tokenized U.S. Treasuries launching in October 2026 • Citi Token Services already processing billions in 24/7 institutional transactions • Franklin Templeton, BlackRock, Fidelity and WisdomTree expanding tokenized money market funds • SIX bringing pre-IPO securities onto regulated blockchain infrastructure • CCPs moving toward 24/7 liquidity and margining • The Clearing House building interoperable tokenized deposits across major banks
Citi says the average G-SIB posts $74B in collateral every day, while legacy settlement constraints leave roughly 25% of collateral idle.
Tokenization is moving from isolated pilots into the infrastructure of global capital markets.
🫳🎤 https://x.com/MrManXRP/status/2104179741028663357
## @SekulerTrader (Sekuler.eth) · 09-27 12:28 · ♥41 ↻1 💬9 Selamlar Dostlar ,
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## @SergeSatoshi (Serge Satoshi) · 09-27 07:37 · ♥40 ↻5 💬0 High-utilization pressure in Aave V4 (with stablecoins running near 98% capacity) combined with cutting-edge cross-chain data integrations between Avalanche and Filecoin is igniting organic capital demand, proving that modular utility and verifiable storage are actively compounding on-chain activity.
$AVAX 🔺⚡️ #Avalanche #DeFi #Filecoin https://x.com/SergeSatoshi/status/2104113174626619812