# stablecoins — X 热门讨论 (2026-10-08 16:14 UTC)
## @PowerHasheur (Hasheur) · 10-08 15:43 · ♥246 ↻46 💬49 Je n’ai pas les mots
Quand ce n’est pas une nouvelle affaire liée à la sécurité, une nouvelle obligation déclarative ou une nouvelle fuite de données, c’est une nouvelle règle fiscale
Je ne parle même pas de la proposition visant à rendre obligatoire la déclaration des gros portefeuilles crypto… (Vu le contexte sécuritaire dans la crypto en France : il faut avoir envie de se mettre une cible dans le dos en communiquant ce genre d’informations sensibles).
Au passage, il y a une bonne nouvelle quand même: le report des moins-values sur 10 ans
Mais rendre imposable le passage d’une crypto vers un stablecoin ? Sérieusement ?
C’était probablement l’un des derniers vrais leviers de souplesse fiscale qui restaient aux investisseurs crypto français. Pouvoir sécuriser ses gains sans déclencher immédiatement une imposition et payer au moment où on voulait prendre ses profits en poche.
Les stablecoins c’était l’aire de repos quand un investisseur sortaint du marché très volatile de la crypto avant de reprendre la course plus tard. Maintenant cette aire est payante ?
Précision importante : l’amendement, porté par Nicolas Sansu et des députés du groupe GDR dont les communistes, a été adopté en commission des finances le 7 octobre. Il n’a pas encore été « définitivement voté » et n’a donc aucune force de loi à ce stade
Mais franchement la direction prise n’a rien de rassurant.
J’ai toujours eu envie d’y croire. Mais à un moment, ça n’a plus de sens > 引用 @LeJournalDuCoin: 🚨🇫🇷 La taxe sur les échanges en stablecoins et l’exit tax étendue aux cryptos ont été adoptées en commission ce jeudi !
Un autre amendement veut faire déclarer vos wallets dès 100 000 €.
Les dix amendements qui peuvent tout changer pour vous 👇 https://t.co/6a2mEVyZH3 https://x.com/PowerHasheur/status/2108221787662164098
## @tulipking (Tulip King 🌷) · 10-08 15:40 · ♥133 ↻7 💬15 The cycle is not over so long as you hold good coins (coins that make money or are money). But the cycle is definitely over, or never even began, for the many bad coins. I could pretty easily see crypto total market cap falling through the next year while select alts climb the wall of worry
Do not lose context for the current moment we're in. All of TradFi is coming onchain, it now seems entirely inevitable. The trend may be slow in the short term but larger in the long term than most people believe. ICE is investing in Hyperliquid. The SEC is fully committed to onchain. The Treasury & FED **need** stablecoins to exist no matter the political leanings of any administration. Wallstreet is addicted to the AUM & Fees of crypto
^^ Look no further than Citrini sharing his basket of preferred crypto tokens. I don't agree with all of them but there's clearly a theme - Finance is coming onchain. Position yourself in the leaders that will clearly continue to compound while riding the trend. My preferred coins are Hyperliquid & Derive, but there's other good ones
Did I mention the long term US (and international) debt markets are exploding? idk about you, but my perspective has always been that this is literally why Bitcoin exists. Look no further than the insane strength. 10Y yields above 5%, apparently AI is breaking crypto (i'm not worried yet), and Bitcoin is still refusing capitulate below $80k. Chart looks good to me. Even if this breaks in the short term, it's hard to be a bear in the face of so much validation to the core Bitcoin thesis
^ on the back of this money trend you really shouldn't overthink the obvious ascendancy of Zcash (macro privacy & financial repression trend) & Pearl (macro ai trend)
For the last bit of bullishness. The social trading apps are dope. We're onboarding normies in a retail trading super cycle at the exact same moment we're onboarding all of finance. It's a good coin super cycle. You just have to be patient https://x.com/tulipking/status/2108220901040820360
## @6580l (• ✦ 𝐷𝑖𝑔𝑖𝑡𝑎𝑙 𝐺𝑖𝑟𝑙) · 10-08 15:21 · ♥45 ↻49 💬0 💸 لما حركة العملات المستقرة توصل للأرقام دي، الموضوع مايبقاش مجرد رقم على شارت… إحنا بنتكلم عن أموال بتتحرك فعلًا على البلوكشين.
مع دخول @trondao على @0xPolygon OMS، وصل إجمالي حجم العملات المستقرة عبر TRON وPolygon إلى 31.9 تريليون دولار حتى الآن.
📈 والأهم إن الاستخدام مستمر في النمو؛ سبتمبر وحده سجل 828 مليار دولار، كأعلى حجم شهري للشبكتين معًا.
على TRON، حوالي 98.5% من حجم العملات المستقرة مرتبط بـUSDT، بينما على Polygon يمثل USDC حوالي 74.3%.
👀 بالنسبة لي، الرقم الأهم مش الـ31.9 تريليون لوحده، لكن اللي بيحصل وراه.
العملات المستقرة بتتحول تدريجيًا من مجرد أداة داخل سوق الكريبتو إلى بنية أساسية لحركة الأموال الرقمية.
ومع زيادة الاستخدام، كفاءة الشبكات في نقل السيولة بتبقى عامل أهم يوم بعد يوم.
#USDT #USDC #TRON #Stablecoins #TGF #TRONGlobalFriends > 引用 @eco: With @trondao now live on @0xPolygon OMS, the two chains bring a combined $31.9T in stablecoin volume to date.
↳ 98.5% of stablecoin volume on TRON moves via $USDT ↳ 74.3% of stablecoin volume on Polygon moves via $USDC
Combined volume hit a record $828B in September.
Data: @Dune https://x.com/6580l/status/2108216226078151019
## @jamiuxxvi (𝐓𝐇𝐄 𝐖𝐓𝐅 𝐆𝐔𝐘 🇪🇸) · 10-08 15:27 · ♥58 ↻25 💬16 bro @myspenda is currently the best crypto app in Nigeria.
cus what do you mean they let you send stablecoins straight from your naira balance 😳 https://t.co/3bQm2ToD0i https://x.com/jamiuxxvi/status/2108217616321945727
## @TheVictorBuilds (TheVictorBuilds) · 10-08 14:27 · ♥47 ↻12 💬37 Yesterday, Samsung dropped a nuke that the market is severely underpricing. Starting the last week of October, 82 million U.S. Galaxy devices will natively support cross border ethereum:0xa0b86991c6218b36c1d19d4a2e9eb0ce3606eb48 transfers directly through Samsung Wallet. No separate crypto apps, no complex seed phrase management. Just native fiat on and off ramps converting local currency on both ends, while Solana settles the payment silently in the background. Lily Liu and the Solana Foundation just Trojan horsed stablecoins into the pockets of a massive chunk of the U.S. population.
Let's zoom out to the macro data, because the timing here is absolutely critical. Central banks are completely paralyzed arguing over CBDC privacy concerns, while private tech monopolies are simply bypassing legacy rails entirely. Look at the numbers: stablecoins are already settling over $7.5 trillion a month globally surpassing the traditional ACH network volume earlier this year. Now you take Solana, which has seen its stablecoin supply swell to $16.61 billion and daily active stablecoin addresses explode to nearly 900k, and you plug that high TPS, sub cent fee infrastructure directly into Samsung's hardware ecosystem. This is the micro level execution of a massive macro regime change. Users will just think they are sending fast, cheap dollars across borders. They won't know they are using a blockchain, and frankly, they shouldn't have to care. The UX friction that held Web3 back for a decade is literally being erased by the device manufacturers themselves. It's the ultimate distribution hack.
Capital is going to rotate violently over the next 6-12 months as this adoption vector scales. Most of retail is still obsessing over meme coins or isolated DeFi yields, but the real structural alpha is sitting in the payment and stablecoin stack. When you turn 82 million smartphones into phantom crypto wallets overnight, the friction to on ramp global capital drops to absolute zero. Watch the velocity of USDC on Solana explode in Q4. The play isn't just a basic SOL long. You need to be positioning in the native liquidity layers, the fiat backed yield generators, and the on chain FX protocols that will ultimately capture the fee flow of this massive retail remittance volume. The legacy cross border remittance business is effectively dead today. They just dont realize it yet. > 引用 @TheVictorBuilds: We just watched an absolute slaughter on the books as Bitcoin tapped that heavy overhead resistance band near $86,000 to $87,200. Thin liquidity combined with rising Treasury yields created the perfect storm for an automated liquidation cascade. Rising yields make the cost of holding cash higher, squeezing institutional desks. When they step back the order book thins out. In under 24 hours over 1.25 million trader accounts were wiped out completely. That is $717.58 million in capital forced out of the market in a blink because people ignored the macro warnings. The order books were too thin to absorb the panic selling, causing violent wicks that hunted every stop loss in sight. Its wild how predictable this cycle is.
If you look at the exact breakdown, the internal damage is heavily skewed. Ethereum actually recorded the largest absolute liquidations sitting at $209.89M. Some absolute whale got caught lacking, with a single $26.64M ETH/USDC position force closed over on Binance. Meanwhile Bitcoin saw $185.83M wiped out, with $174.95M of that being greedy long positions. The rest was just altcoins bleeding out a massive $321.86M. On a macro level this is exactly what happens when bond yields start creeping up. Higher risk free rates pull liquidity away from the fringes. When that macro shift hits a micro environment of maxed out funding rates and thin books, the system auto corrects violently. This flush was necessary. Open interest is finally reset and the excessive leverage is cleared out. Spot buyers are already stepping in to absorb these wicks while derivative gamblers are busy licking their wounds. The actionable edge here is simple. Stop trying to catch falling knives on high leverage. Start scaling into spot positions on high conviction layer 1 networks while the broader market is terrified. The capital rotation always favors patient spot accumulators after a $700M flush. Let the dust settle today and watch where the smart money parks their sidelined stables. https://x.com/TheVictorBuilds/status/2108202511035498522
## @Godson444 (Web3) · 10-08 13:19 · ♥41 ↻17 💬8 This is what stablecoin adoption at real stores can look like.
At TOKEN2049’s Midnight event, WEA Japan CEO Yoshi Bansho laid out the work behind bringing stablecoin payments to everyday retail: connect wallets and chains to existing merchants, POS systems and PSPs, while allowing merchants to receive yen.
The presentation showed Netstars’ scale... 15,000 connected merchants and 700,000 payment terminals... and two completed pilots: Haneda Airport in January and Lawson in August.
Commercial rollout is planned for this autumn.
The economics are tangible. The deck compared roughly 3% credit-card costs with WEA’s 0.98% model... about two percentage points in potential savings. Bansho’s example showed how some of that could become a shopper discount while the merchant keeps part of the savings.
Privacy was central to the presentation: give regulators the information they require while protecting retailers’ settlement data. WEA’s slide specifically explained why it is looking to work with Midnight. WEA has also described NetX technology as powering its stablecoin payment work.
Charles Hoskinson asked about Japan’s regulatory position. Bansho explained that the regulatory work was already done. Charles called the effort close to his heart, showed real interest, and made sure his chief of staff was there as they looked to explore it further. Dr. Ruan Anbang was also present.
That’s a promising moment... and a compelling look at the people, infrastructure and economics behind bringing stablecoins from crypto conversations to real checkout counters.
Watch the exchange.
#StablecoinPayments #NetX https://x.com/Godson444/status/2108185623592882564
## @DonaldTrumpQ7 (DonaldTrumpjr Q🇺🇸) · 10-08 14:23 · ♥52 ↻9 💬1 💥BOOOOOOOOOOOOOOOM!!!💥
🇺🇸 THE NEW YORK STOCK EXCHANGE JUST ANNOUNCED 'THE FUTURE OF CAPITAL MARKETS':
1. MONEY, STABLECOINS
2. TOKENIZED STOCKS, BONDS, SECURITIES
3. COMMODITY MARKETS
TRANSLATION: The ENTIRE financial system will be ON-CHAIN! 🔥 https://t.co/zMRK6LDGmX https://x.com/DonaldTrumpQ7/status/2108201632164921362
## @Hyperdex_app (Hyperdex) · 10-08 14:21 · ♥41 ↻12 💬6 We’re partnering with @EnsoBuild to bring seamless cross-chain execution to Hyperdex.
Our Enso integration starts with Vaults.
→ 68 vaults across 5 chains → Deposit with ETH or stablecoins → Deposit from any supported chain in a single transaction.
No manual bridging. No multi-step flows.
This is the first step in our integration with Enso. More products and capabilities are on the way. https://x.com/Hyperdex_app/status/2108201054450094451
## @EthanDeFi_ (Ethan DeFi) · 10-08 14:39 · ♥48 ↻2 💬9 Be extremely careful with the Morpho markets you use for looping.
Earlier today, I took a closer look at the sUSDe/PYUSD market on Morpho, which has $97M in outstanding loans.
What caught my attention is that this market uses a market price oracle instead of an exchange rate oracle.
The difference between them matters a lot:
• A market price oracle liquidates based on the live market price of the collateral deposited
• An exchange rate oracle liquidates based on the NAV price of the collateral deposited
Why is this relevant?
Imagine another October 10-style crash happens (pls no), and USDe briefly depegs on DEXs/CEXs.
Highly leveraged sUSDe positions in this Morpho market could get liquidated in this scenario even if USDe remains fully backed.
We've seen fully backed stablecoins briefly depeg before, so this isn't just some imaginary risk.
With an exchange rate oracle, borrowers would be much better protected because liquidations would only happen if Ethena's sUSDe/USDe actually lose some of their backing.
This is why, as a looper, I personally would never use high leverage in a money market that relies on a market price oracle.
Most yield-bearing asset markets on Morpho use exchange rate oracles to protect borrowers, but for some reason, this one for sUSDe/PYUSD doesn't.
This is why it's important to always check the oracle type before looping.
Stay safe out there. https://x.com/EthanDeFi_/status/2108205677122404577
## @conorfkenny (Conor Kenny) · 10-08 14:52 · ♥44 ↻2 💬11 MiCA-licensed crypto firms in the EU have been told to remove Tether’s $USDT by January 8, 2027.
ESMA says firms should stop offering services tied to non-compliant stablecoins, including trading, exchanges, custody, transfers, order execution, advisory and portfolio services.
A major regulatory shift for $USDT in Europe. https://x.com/conorfkenny/status/2108208815317385283