# stablecoins — X 热门讨论 (2026-09-20 22:05 UTC)
## @dangambardello (Dan Gambardello) · 09-20 21:29 · ♥77 ↻9 💬19 $SUI holders hear me out…
What if the biggest buyers of Sui aren’t going to be people?
They’re AI agents.
Millions of AI agents are coming that will autonomously buy things, move money, trade, pay for compute and transact with other agents 24/7.
And they’re going to need financial rails.
This is where Sui gets interesting.
AI agents don’t care about narratives. They’ll choose whatever works best.
Sui already lets supported stablecoins move with ZERO gas fees, settles in roughly 390ms, and can bundle hundreds of actions into a single all-or-nothing transaction.
Now imagine agents discovering that on their own and increasingly choosing Sui as their financial rail.
More agents, more money moving through Sui, more apps and liquidity, then even more agents.
And Sui Basecamp is October 7–8, with agentic finance front and center.
The ultimate $SUI bull case might not be humans deciding Sui is the “AI coin.”
It might be AI deciding Sui is the chain it wants to use. https://x.com/dangambardello/status/2101785771023925310
## @Basil_dom (BASIL DE MAGNUS) · 09-20 17:32 · ♥48 ↻0 💬55 Gas is an infrastructure detail, but users often experience it as a product problem.
A person wants to swap an asset, move stablecoins, or interact with a DeFi application. The application knows what transaction needs to happen, but the user may still have to stop and think about whether they have the correct token available to pay the network fee.
That extra dependency can break the flow.
The MoonPay and TRON integration around GasFree is interesting because it separates the asset being used from the mechanism used to cover transaction costs for supported transactions.
Instead of making the user manage TRX before interacting with certain applications, the gas requirement can be abstracted away from the front-end experience.
That changes the transaction architecture from:
Get TRX → fund gas → return to application → initiate transaction
to something closer to:
Choose action → authorize transaction → gas is handled by the infrastructure → transaction settles
The distinction may look small, but it matters when blockchain applications are trying to support people who don’t think in terms of wallets, gas balances, resource models or network fees.
It also becomes more important for businesses.
A payment product, DeFi interface, wallet or financial application doesn’t necessarily want every user interaction to begin with a lesson about how blockchain fees work. The infrastructure can handle those mechanics in the background while the application focuses on the actual financial action.
That is the bigger shift happening with gas abstraction.
The goal isn’t to remove blockchain economics.
It is to move those mechanics into infrastructure that can manage them without forcing every user to do the work manually.
@moonpay @trondao @justinsuntron #TRONEcoStar https://x.com/Basil_dom/status/2101726227610358051
## @JasonYanowitz (Yano 🟪) · 09-20 21:18 · ♥60 ↻9 💬18 yeah agreed
"tokenized equities are equally obvious with equally asymmetric upside as stablecoins in 2019. except this time it's going to move much, much faster."
nice data too > 引用 @sjdedic: Tokenized equities today are exactly where stablecoins were in 2019.
the first pmf is here. bringing equities onchain is just as obvious, simple, yet genius as bringing dollars onchain was back then. we've already seen the first growth spurt push us to the first few billion in onchain supply.
but zoom out and it's painfully obvious we're still incredibly early. an easy 100x in growth still ahead over the next few years.
here's where it gets interesting though:
stablecoin growth was slower, because we spent years operating in a completely different environment. one that mocked crypto, treated it with deep skepticism, and forced us to fight regulatory headwinds the whole way. one of the biggest catalysts, the GENIUS Act, only came last year, many years after the first pmf, and accelerated stablecoin significantly.
tokenized equities are positioned completely differently.
there's already massive institutional interest and adoption, and tokenized equities are an obvious, compelling fit for exactly that crowd. and just days ago the SEC issued its Innovation Exemption, explicitly allowing tokenized stocks to trade onchain, actively pushing this development forward instead of fighting it.
so I think tokenized equities are equally obvious with equally asymmetric upside as stablecoins in 2019. except this time it's going to move much, much faster.
one of the biggest opportunities forming in this space right now. https://x.com/JasonYanowitz/status/2101783108018213182
## @RaylsLabs (Rayls) · 09-20 19:38 · ♥45 ↻12 💬22 Korea has consistently stood out to us as one of the markets where the institutional case for onchain finance is becoming increasingly real.
From our work with the Korean ecosystem to conversations around tokenisation, stablecoins, privacy, and institutional infrastructure, the focus has increasingly shifted from why finance should move onchain to how it can happen responsibly.
Excited to continue those conversations at KBW 🇰🇷 > 引用 @bm_allan_: Heading to @kbwofficial later this month 🇰🇷
At Rayls, we’re building the infrastructure for institutions to move assets, transact, and access onchain finance while keeping the privacy and control they need.
If you’re working on institutional onchain finance, building financial products, or exploring what’s possible onchain, I’d love to connect.
See you in Seoul! https://x.com/RaylsLabs/status/2101758017951957435
## @GoCryptoos (Go Crypto) · 09-20 21:14 · ♥73 ↻5 💬1 📈 القيمة السوقية للعملات المستقرة على TRON زادت بـ4.8 مليار دولار خلال 90 يوم بس.
الرقم ده بيوضح إن نمو منظومة الـStablecoins على TRON مستمر، وإن الشبكة بتاخد مساحة أكبر كطبقة للبنية التحتية الخاصة بالتحويلات والتسويات On-chain.
💵 نمو بـ $4.8B في القيمة السوقية خلال فترة قصيرة نسبيًا معناه إن حجم رأس المال المرتبط بالـStablecoins على الشبكة بيواصل التوسع.
وده مهم لأن الـStablecoins مش مجرد أصول بتتحرك بين المحافظ، لكنها بقت جزء أساسي من البنية المالية على الـBlockchain، سواء في التحويلات، المدفوعات، التداول أو تطبيقات الـDeFi.
🔴 وعلى TRON تحديدًا، الـStablecoins وعلى رأسها USDT ليها دور محوري في حجم النشاط اليومي على الشبكة.
كل زيادة في المعروض والسيولة بتوسع المساحة المتاحة لاستخدام هذه الأصول داخل الـEcosystem، وبتخلق قاعدة أكبر للتسويات وحركة القيمة بين المستخدمين والتطبيقات.
🌐 وبالتالي، نمو $4.8 مليار خلال 90 يوم مش مجرد رقم في Market Cap.
هو مؤشر على استمرار توسع اقتصاد الـStablecoins على TRON، وعلى الدور المتزايد للشبكة كطبقة لنقل وتسوية القيمة الرقمية على السلسلة.
ومع استمرار نمو السيولة، بيبقى السؤال الأهم مش بس قد إيه القيمة زادت؟، لكن كمان قد إيه من السيولة دي بيتم استخدامها فعليًا في التحويلات والتطبيقات المالية والـDeFi؟
TRON + Stablecoins = بنية تحتية بتكبر مع كل دولار جديد يدخل الـOn-chain economy. 🌐
#TRON #TGF #TRONGlobalFriends > 引用 @Cointelegraph: ⚡️ NEW: TRON’s stablecoin market cap grew by $4.8 billion in 90 days. https://t.co/TYwfM6gx56 https://x.com/GoCryptoos/status/2101782156007686166
## @CreativityEngr (Usman Adk🔺) · 09-20 19:02 · ♥41 ↻15 💬5 One of the biggest weeks ever has wrapped up across the @avax ecosystem. institutional finance, governments, global businesses and builders all made major moves, with Summit NYC leading the week.
here’s what the ecosystem has cooked:
🔺 $807B New York Life Investment Management is bringing its first tokenized fund to Avalanche, expanding institutional asset management onchain.
🔺 $500B global asset manager Janus Henderson is now an Avalanche validator, bringing another major financial institution directly into the network's infrastructure.
🔺 The UAE is integrating @avax into its national digital identity infrastructure serving 12M+ people, with @tdrauae and Deca4 bringing Avalanche technology to the UAE PASS Digital Vault for verifying the authenticity of official documents.
🔺 Avalanche is now live across @Paxos' regulated financial infrastructure platform, expanding institutional access to AVAX and Avalanche native USDC through infrastructure serving 650+ institutions and 470M+ end users worldwide.
🔺 Korea's first won backed stablecoin, KRW1, is going global through @raincards, enabling won denominated cards across 175M+ Visa merchant locations worldwide. KRW1 was launched by @BDACSKorea with Woori Bank, with its issuance infrastructure built on Avalanche.
🔺 NYSE is developing an ATS platform designed to bring 24/7 trading onchain, signaling another major move toward always on capital markets.
🔺 @aave is launching a specialized RWA lending market on Avalanche, allowing institutions to use tokenized financial assets as collateral to borrow stablecoins without selling their underlying positions.
🔺 Permissionless tokenized U.S. stocks are coming to Avalanche through @PharaohExchange, with plans to bring 24/7 trading of tokenized equities to its Avalanche native DEX.
🔺 Iris raised $40M+ to expand ALVA's onchain financial services on Avalanche, adding fresh capital behind the development of its financial infrastructure.
🔺 Tare raised $12M to build a regulated financial institution entirely onchain on Avalanche, connecting loan originators directly with institutional capital, with Janus Henderson among its key investors.
🔺 @FIFACollect crossed 1M users, as CEO Francesco Abbate highlighted Avalanche's technology and its ability to meet FIFA Collect's specific infrastructure requirements as key to the platform's decision.
🔺 Insomniac, the team behind some of the world's largest music festivals, is bringing fan loyalty onchain through Avalanche in partnership with Rain.
🔺 Multiple Premier League stadiums are expected to go fully onchain through @si_tickets_ in 2027, according to Sports Illustrated Tickets CEO David Lane.
🔺 Bloxtel is bringing private 5G infrastructure onchain through @avax, registering physical AP 201 infrastructure on the network while moving subscriber identity and authentication onchain through its dSIM technology.
🔺 Hyundai outlined its next steps with Avalanche following the successful Proof of Concept completed earlier this year.
🔺 @COTInetwork's Privacy on Demand and Privacy Portal are now live on Avalanche, bringing programmable privacy infrastructure to applications across the network.
🔺 @frostLedger, CIO of @AvalancheFDN, presented @avax's Measure → Capture → Distribute framework at Summit NYC, outlining the network's approach to measuring economic activity, capturing value and distributing it across the ecosystem.
🔺 @AvaxTeam1 and @TheGrottoL1 brought the community together for a rooftop meetup in NYC following Avalanche Summit, closing out the conference with builders and ecosystem members.
🔺 @Team1NG is bringing @AvaxTeam1 City Connect to Lokoja on September 26, bringing the local community together to learn about @avax, its ecosystem and opportunities to get involved. https://x.com/CreativityEngr/status/2101748839812153512
## @Nedim_TEKERR (NEDİM.ink 🚢) · 09-20 19:05 · ♥46 ↻5 💬4 Tokenized stocks and stablecoins on Base are now speaking in numbers. @base shared that Coinbase Tokenized Stocks crossed $1B in volume. B20 is what makes that durable, it handles dividends, splits, and ownership rules natively, something most token standards were never designed for. Stablecoin market cap passing $5B also shows Base is becoming a real liquidity and settlement layer, not just a speculation venue. On Jesse’s side, the conversation is shifting toward agent-driven “zero to one” design and open-source design systems, turning product specs into buildable work. I think the point isn’t merely “tokenizing a stock,” it’s making equity live onchain as a financial object. As stablecoins, tokenized equities, and agent tooling move together, Base’s 24/7 global-market thesis gets more concrete. That’s why it still feels like the right place to build. 🟦
I am also continuing to complete the ongoing @quipnetwork tasks via the Base network.
(📷According to X rules, a paid partnership has been selected. It is not investment advice or a paid partnership.) > 引用 @Nedim_TEKERR: .@quipnetwork reported that more than 150,000 Quantum Forged Tokens have been minted during the open edition. That number is a mint count, not a count of revealed artworks. Each token still waits for a later QVRF measurement before its seed and traits exist. The official post also marked Monday as the scheduled close of the mint window. Until then the collection can keep growing while most pieces remain in the unrevealed circuit state. I am treating the 150,000 figure as an issuance update from the team. It does not say anything about what a piece will look like after reveal, and it is not a reason to mint or trade.
(📷According to X rules, a paid partnership has been selected. It is not investment advice or a paid partnership.) https://x.com/Nedim_TEKERR/status/2101749531784421400