# stablecoins — X 热门讨论 (2026-09-19 14:27 UTC)
## @ethereuminsti (Ethereum Institutional) · 09-19 13:46 · ♥136 ↻25 💬11 Deutsche Bank is adding ethereum:native to its new institutional custody service, alongside Bitcoin and selected stablecoins.
Launching in Germany later this year, pending regulatory approvals. https://t.co/M6ozkMgr6t https://x.com/ethereuminsti/status/2101306817087492330
## @bob4punk (Bubbafox) · 09-19 13:22 · ♥106 ↻10 💬7 $Link simply put.... One day you’ll be able to afford Chainlink and the next day, you won’t. That’s the part people aren’t mentally prepared for. For years, Chainlink has been overlooked while the infrastructure quietly gets wired into banks, tokenized assets, stablecoins, SWIFT, DTCC, AI agents, and basically every serious piece of onchain finance. Eventually usage will hit escape velocity...Fees will rise..demand will rise all while Supply gets tighter. Institution will stop “testing” and start depending on it...suddenly the token you kept waiting to buy $2 cheaper is ripping $50, $100, $200 at a time. People will call it overpriced at $100... Insane at $500...impossible at $1,000. Then they’ll buy at $1,500 because “now the adoption is obvious.” That’s how it always works.. The opportunity looks ridiculous before everyone sees it... then it looks obvious after the price already moved. Big brain Marines saw it too early... Now we're just waiting for the market to catch up. > 引用 @bob4punk: $LINK Chainlink is the diamond in the rough because Chainlink’s biggest opportunity could only emerge after the rest of crypto matured enough to need it...it was always going to be last to the top 3(currently 13). BTC had to prove digital scarcity... ETH had to prove programmable blockchains.... Then came the L1s, L2s, DeFi, stablecoins, dApps, institutional tokenization(now) and real-world assets. Chainlink’s job was never to be another island Its job was to connect the islands, data, blockchains, banks, assets, applications and payment systems. That is why, in my view, LINK was always structurally positioned to mature later than BTC and ETH. You cannot dominate interoperability, cross-chain settlement and onchain financial infrastructure when there is barely anything worth connecting yet. Now there is... its happening NOW! The more fragmented the onchain world becomes, the more valuable a common connectivity layer can become and if tokenized finance grows the way major institutions expect it to, Chainlink does not need to replace Bitcoin or Ethereum to become enormously important...It just becoms the infrastructure they and the rest of the financial system increasingly depend on. BTC created the asset.. ETH created the programmable economy and Chainlink will connect that entire economy together. That is the bull case.
Chainlink isn't late.. its just getting started..$1kisFud https://x.com/bob4punk/status/2101300927432954083
## @TheLongInvest (The Long Investor) · 09-19 14:04 · ♥79 ↻5 💬9 Bullish case for $ETH:
• Institutions are already deep in spot ETF holdings jumped from 3% to 10% of total supply in a year, and treasury vehicles keep stacking
• Supply is tightening 30% of ETH is staked, exchange balances keep falling, and fee burns eat into issuance during busy periods
• It's the settlement layer for stablecoins & RWAs most stablecoin volume + tokenized asset activity still routes through Ethereum + its L2s
• Staking pays you to hold +3% yield just for sitting in the ecosystem while it grows
• TLI Wave 3 target is $9200, after successfully completing Wave 2 below the 200 WMA.
• Tokenisation for institutions WILL happen and it may happen outside of the US first as a proof of concept.
$ETH buy, stake, hold. https://x.com/TheLongInvest/status/2101311358604132558
## @Divvy0x (Divvy) · 09-19 12:51 · ♥58 ↻6 💬5 grab the popcorn, this one's a juicer. stablecoins can now buy ~6% fixed on Pfizer in one swap. > 引用 @PareStocks: pPFE now trades for dollars. Here's what that opens up. https://x.com/Divvy0x/status/2101293160081289584
## @rektonomist_ (Rektonomist) · 09-19 12:56 · ♥60 ↻4 💬3 Arc just went live, and @1inch was there from hour one with basically the entire stack.
dApp. Wallet. Aqua. APIs. No partial rollout, no “coming soon”.
Arc is Circle’s chain built around stablecoins + real-world finance, which is exactly the kind of flow 1inch already routes every day.
Users get intent-based swaps, no gas fees, MEV protection, and cross-chain in/out of Arc without a bridge in the flow.
But here’s what I’m watching:
--> Aqua is live on Arc from day one too.
Fresh chain + launch hype usually means trading flow arrives before liquidity competition gets crowded.
Same setup we saw with HyperEVM?
Swap on Arc: https://t.co/jIs7o7wmOs > 引用 @1inch: 1inch is live on @arc. Full suite from launch: dApp, latest version of 1inch Wallet, Aqua, every API.
Arc is built for real world finance. Moving RWAs is already what we do best, now it runs on Arc.
Intent-based swaps, no gas fees, MEV protection. Cross-chain with no bridge.
For builders: swaps, quotes and routing behind one API key, with Aqua underneath for liquidity that’s already there. https://x.com/rektonomist_/status/2101294330824548733
## @QuantosaurusNL (QuantosAurus) · 09-19 10:49 · ♥40 ↻1 💬0 $QNT | Oracle prepares for Sibos 2026 https://t.co/loX4fOaEtq https://x.com/QuantosaurusNL/status/2101262407481848237