# stablecoins — X 热门讨论 (2026-09-22 17:39 UTC)
## @AF_Insight (America First Insight) · 09-22 15:47 · ♥116 ↻17 💬4 EDUCATION - Ordered expansion of school-choice opportunities and directed states to maximize parental choice - Began returning additional education authority to states - Ordered the Education Department to facilitate closure of the department to the maximum extent permitted by law and reduced its workforce - Overhauled federal higher-education accreditation policy by easing accreditor changes and new-accreditor creation while targeting credit-transfer barriers, credential inflation and discriminatory standards - Simplified federal student-loan repayment into two principal options for new borrowers: the Repayment Assistance Plan and Tiered Standard repayment plan - Launched the earliest FAFSA program in history - Added an earnings indicator to FAFSA to help students compare college outcomes - Provided a one-time $495 million investment for HBCUs and Tribally Controlled Colleges and Universities
- Issued the Keeping Men Out of Women’s Sports executive order directing Title IX enforcement to preserve federally funded women’s sports categories on the basis of sex and authorizing review or rescission of federal funding for noncompliant programs - Issued the Ending Radical Indoctrination in K-12 Schooling executive order directing agencies to identify and, where lawful, prevent federal support for K-12 programs promoting what the order defines as “gender ideology” or “discriminatory equity ideology,” while strengthening parental-rights enforcement
JUDICIARY - U.S. Courts listed 56 Trump judicial confirmations in the second term as of September 21, 2026
MILITARY - Achieved an average 103% of military recruiting goals in 2025, the strongest recruiting year in 15 years - Restored nine military installations to their previous names - Restored servicemembers discharged under the COVID vaccine mandate with back pay under applicable policies and ended remaining mandate-related legacy policies
FOREIGN POLICY & NATIONAL SECURITY - U.S. forces captured Nicolás Maduro in Caracas on January 3, 2026 during Operation Absolute Resolve and brought him to the United States to face criminal charges; the operation’s legality has been contested - Conducted Operation Midnight Hammer in June 2025, striking Iran’s Fordow, Natanz and Isfahan nuclear facilities with B-2 bombers, GBU-57 bunker-buster bombs and Tomahawk missiles - Launched Operation Epic Fury against Iran on February 28, 2026; by March 16 CENTCOM reported more than 7,000 targets struck, 6,500 combat flights and more than 100 Iranian vessels damaged or destroyed - Helped broker the October 2025 Gaza ceasefire and hostage agreement; all remaining living Israeli hostages were released under its first phase, though implementation and reconstruction have remained fragile - Helped broker the Cambodia-Thailand ceasefire and later witnessed the October 2025 Kuala Lumpur Peace Accords - Hosted Armenia and Azerbaijan for an August 2025 trilateral joint declaration aimed at normalizing relations and expanding economic cooperation - Hosted Rwanda and the Democratic Republic of the Congo for the December 2025 Washington Accords for Peace - Reached a U.S.-Denmark-Greenland security agreement to expand the American military presence in Greenland while leaving sovereignty unchanged; final implementation remained subject to the agreement’s signing and ratification process as of September 22, 2026
AI, CRYPTO & TECHNOLOGY - Established the Strategic Bitcoin Reserve and U.S. Digital Asset Stockpile, including retention of specified forfeited Bitcoin as a strategic reserve - Prohibited the establishment of a U.S. central bank digital currency under the administration's executive policy - Created the President's Working Group on Digital Asset Markets - Signed the GENIUS Act establishing a federal regulatory framework for payment stablecoins - Released America's AI Action Plan - Accelerated federal permitting and support for domestic AI data-center and infrastructure development - Expanded domestic semiconductor manufacturing incentives - Changed federal AI procurement rules and directed agencies toward broader adoption of AI systems - Launched the Genesis Mission to use AI for scientific research, including biomedical research - Expanded AI workforce and education initiatives
TRADE, MANUFACTURING & INVESTMENT - Launched a reciprocal-trade policy using tariffs and market access to negotiate new trade agreements - Expanded Section 232 trade actions covering steel, aluminum, copper, automobiles and auto parts, trucks, semiconductors, pharmaceuticals, critical minerals, timber and lumber - Reached a U.S.-EU trade framework including elimination of EU tariffs on U.S. industrial goods, expanded agricultural access, $600 billion in additional U.S. investment commitments and $750 billion in planned U.S. energy purchases through 2028 - Reached a U.S.-Japan trade and investment agreement including a $550 billion U.S. strategic investment vehicle, expanded market access and cooperation on semiconductors, pharmaceuticals, critical minerals, shipbuilding, energy infrastructure, AI and quantum computing - Reached a reciprocal-trade framework with India reducing tariff and non-tariff barriers and expanding U.S. market access and technology trade - Reached a reciprocal-trade agreement with Jordan expanding U.S. agricultural and automotive access and cooperation against duty evasion; related commercial commitments included a $1 billion Hikma U.S. investment, six Boeing 787-9 purchases valued at $1.4 billion, roughly $500 million in aircraft leases and more than $300 million in annual U.S. raw-material purchases - Reached reciprocal-trade agreements with Argentina, Bangladesh, Cambodia, El Salvador, Ecuador, Guatemala, Indonesia, Malaysia and Taiwan - Reached additional trade frameworks with the United Kingdom, North Macedonia, Thailand and Vietnam - Reached a trade framework with Switzerland and Liechtenstein including expanded agricultural access and at least $200 billion in planned U.S. investment, with at least $67 billion scheduled for 2026 - Signed or approved 160 critical-mineral deals totaling nearly $40 billion by August 2026 - Accelerated domestic critical-mineral permitting, production, processing, refining and recycling - Advanced the Ambler Road Project and expanded federal investment in domestic rare-earth, permanent-magnet, battery-material, graphite, scandium and boron supply chains - Apple announced a $600 billion U.S. investment plan and launched an American Manufacturing Program to expand its domestic supply chain - Meta announced $600 billion in U.S. AI, infrastructure and workforce investment through 2028 - OpenAI, Oracle and SoftBank launched Project Stargate with up to $500 billion in planned U.S. AI infrastructure investment - NVIDIA announced hundreds of billions of dollars in U.S. AI infrastructure investment and plans to manufacture AI supercomputers in the United States for the first time - Amazon announced at least $34 billion in additional U.S. cloud and data-center investment, including $20 billion in Pennsylvania, $10 billion in North Carolina and $4 billion in smaller communities - AT&T announced a $250 billion U.S. wireless-network and data-infrastructure investment plan - Micron announced roughly $200 billion in U.S. semiconductor manufacturing and R&D investment, including another Boise fabrication facility and modernization of its Virginia facility - TSMC announced hundreds of billions of dollars in expanded U.S. semiconductor investment, including additional Arizona fabrication capacity - IBM announced $150 billion in U.S. investment over five years, including domestic manufacturing and quantum-computing development - Johnson & Johnson announced $55 billion in U.S. manufacturing, R&D and technology investment, including a $2 billion North Carolina manufacturing facility - AstraZeneca announced $50 billion in U.S. manufacturing and research investment - Roche announced $50 billion in U.S. manufacturing and R&D investment expected to support more than 12,000 jobs including construction - Bristol Myers Squibb announced $40 billion in U.S. R&D, technology and manufacturing investment - GSK announced $30 billion in U.S. R&D and manufacturing investment - Eli Lilly announced $27 billion to expand domestic pharmaceutical manufacturing capacity - Hyundai announced $26 billion in additional U.S. investment, including a $5.8 billion Louisiana steel plant expected to create roughly 1,500 jobs - Novartis announced $23 billion for U.S. manufacturing and R&D facilities expected to create roughly 4,000 jobs - CMA CGM announced $20 billion in U.S. shipping and logistics investment associated with an estimated 10,000 jobs - Stellantis announced roughly $18 billion in U.S. investment, plans to expand its domestic manufacturing footprint by roughly 50%, five new U.S.-produced vehicles and more than 5,000 associated jobs - GlobalFoundries announced $16 billion to expand U.S. semiconductor manufacturing and advanced packaging - Merck announced billions of dollars in additional U.S. investment, including a new $1 billion North Carolina manufacturing facility - Clarios announced a $6 billion expansion of U.S. manufacturing operations - Pratt Industries announced $5 billion in U.S. manufacturing expansion - GE Appliances announced $4.5 billion in U.S. manufacturing investment - General Motors announced $4 billion to expand U.S. vehicle production, including plans to shift Chevrolet Blazer and Equinox production from Mexico and Buick Envision production from China to U.S. plants - Mercedes-Benz announced $4 billion to expand U.S. SUV production at its Alabama operations - Toyota announced $3.6 billion in additional U.S. truck-production investment associated with roughly 2,000 jobs - Chobani announced $3.5 billion in U.S. dairy-processing investment - Boeing announced $3 billion in advanced U.S. aerospace manufacturing investment - UCB announced $2 billion for its first U.S. manufacturing facility, expected to support more than 800 jobs - Amkor announced $2 billion for U.S. semiconductor manufacturing - Octapharma announced $1.5 billion for its first U.S. production facility, expected to create roughly 1,500 jobs - Hitachi Energy announced $1 billion in U.S. electrical-grid infrastructure investment, including a $457 million large-power-transformer factory in Virginia - GE Aerospace announced $1 billion in manufacturing investment across 16 states, associated with roughly 5,000 jobs - Honda announced additional U.S. manufacturing investment and shifted next-generation Civic production to Indiana instead of Mexico - Siemens announced hundreds of millions of dollars in additional U.S. manufacturing capacity - Rolls-Royce announced additional U.S. engine-production investment - Wistron and NVIDIA announced a $700 million U.S. AI-manufacturing investment with up to 1,000 jobs
And more probably. https://x.com/AF_Insight/status/2102424497554911382
## @CazroWeb3 (C A Z R O) · 09-22 17:01 · ♥93 ↻2 💬46 Binance just put $100M behind Circle and renewed the USDC partnership for another 5 years. Not a headline flex, a distribution play.
What actually happened: @binance invested $100M in Circle through a private placement for CRCL stock, and the two renewed their strategic partnership for 5 more years.
The split is clean:
→ Circle keeps building the infrastructure behind USDC
→ Binance brings the distribution, with 300M+ users globally
That’s the part that gets missed.
This isn’t just another crypto partnership. It’s about getting a digital dollar into more markets through an existing global distribution network.
Circle provides the infrastructure, liquidity and tools around USDC, while Binance makes USDC available across its products and services.
Zoom out and this fits a bigger shift: stablecoins moving from a crypto trading tool toward broader financial infrastructure.
The next phase is about how widely they can actually be used.
Five years is a long commitment in an industry that moves fast. Worth watching what they build with it. https://x.com/CazroWeb3/status/2102443096940363871
## @zodl_app (Zodl) · 09-22 16:28 · ♥75 ↻11 💬8 Onchain ≠ public.
Spend from shielded ZEC with Zodl CrossPay and the person you're paying receives BTC, stablecoins, and more.
All without putting your wallet on display. https://t.co/qSWEJP2osu https://x.com/zodl_app/status/2102434894324421093
## @AF_Insight (America First Insight) · 09-22 17:01 · ♥75 ↻10 💬1 These would require Congress to undo them.
- Expanded 287(g) by 1823% - Signed the Laken Riley Act into law - Signed the Secure America Act, providing about $69.55 billion through FY2029 for CBP, ICE, HSI, border technology, detention, removal operations and related DHS immigration enforcement - Signed the TAKE IT DOWN Act - Signed the OBBBA - Made the lower individual income-tax rates from the 2017 TCJA permanent - Permanently increased the standard deduction and increased it further under the OBBBA - Permanently increased the Child Tax Credit - Created a deduction of up to $25,000 for qualified tip income - Created a deduction of up to $12,500 in qualified overtime compensation, or $25,000 for joint filers - Created a $6,000 additional deduction for qualifying seniors ($12,000 for an eligible married couple), marketed by the White House as “No Tax on Social Security”; it is an income-tax deduction and does not literally repeal taxation of Social Security benefits - Created a deduction of up to $10,000 for interest on qualifying loans for new American-assembled vehicles - Raised the SALT deduction cap to $40,000 for 2025, subject to the law's income phaseout and scheduled changes - Made 100% bonus depreciation permanent - Made the Section 199A pass-through deduction permanent - Permanently expanded the estate and gift tax exemption - Restored immediate deductions for qualifying domestic R&D expenditures - Created Trump Accounts for children, including a $1,000 federal contribution for eligible children born from 2025 through 2028 - Permanently expanded the employer tax credit for paid family and medical leave - Expanded employer-provided childcare tax incentives - Expanded Opportunity Zones - Created new incentives for investment in qualifying rural communities - Funded additional border-wall construction, barriers and related border infrastructure - Funded thousands of additional ICE, CBP and Border Patrol personnel - Massively expanded immigration-detention funding - Funded additional removal and deportation operations - Funded additional border-surveillance technology - Funded additional immigration judges and court resources - Provided funding to reimburse states for qualifying border-security activities - Added Medicaid community-engagement requirements for certain able-bodied adults - Increased Medicaid eligibility verification and required more frequent redeterminations for certain expansion enrollees - Changed Medicaid provider-tax rules - Changed state-directed-payment rules - Added cost-sharing requirements for portions of the Medicaid expansion population - Restricted Medicaid and CHIP federal funding for certain reproductive-health providers - Limited Medicare eligibility for certain categories of lawfully present noncitizens - Tightened verification for ACA premium-tax-credit eligibility - Required repayment of excess advance premium tax credits without the previous statutory repayment caps - Permanently allowed first-dollar telehealth coverage for HSA-compatible high-deductible plans - Made bronze and catastrophic health plans HSA-compatible - Allowed qualifying direct-primary-care arrangements to work with HSAs - Created the $50 billion Rural Health Transformation Program - Expanded SNAP work requirements for certain able-bodied adults and extended the ages covered - Changed federal-state SNAP administrative cost sharing - Required certain states with high SNAP payment-error rates to contribute toward benefit costs - Restricted SNAP eligibility for specified categories of noncitizens - Increased agricultural commodity reference prices - Expanded base acres - Strengthened Price Loss Coverage - Strengthened Agriculture Risk Coverage - Updated agricultural marketing-loan programs - Updated federal sugar policy - Updated federal dairy policy - Expanded agricultural disaster assistance - Increased benefits for beginning farmers and ranchers - Expanded crop-insurance premium support - Created a poultry insurance pilot program - Increased agricultural trade-promotion funding - Expanded conservation funding - Capped federal lending for graduate and professional students - Ended new Grad PLUS lending - Reformed federal student-loan repayment, deferment and forbearance rules - Reformed student-loan rehabilitation - Modified Public Service Loan Forgiveness provisions - Created Workforce Pell Grants for qualifying short-term workforce programs - Changed Pell Grant eligibility rules - Funded and launched development of Golden Dome homeland missile-defense capabilities - Expanded missile and interceptor procurement and production - Expanded domestic munitions production - Expanded military aircraft procurement - Expanded naval shipbuilding - Expanded the U.S. defense industrial base - Expanded nuclear-deterrence modernization - Expanded military infrastructure investment - Expanded Coast Guard procurement and infrastructure - Required additional federal oil and gas leasing - Accelerated the termination of several EV tax subsidies - Accelerated the phaseout of several wind and solar tax subsidies - Expanded nuclear-energy tax incentives - Expanded domestic critical-mineral incentives - Provided $12.5 billion to modernize and replace aging air-traffic-control infrastructure - Signed the Rescissions Act of 2025, rescinding $7.9 billion in previously enacted foreign-assistance funding across USAID, development, economic-support, international-organization, migration/refugee, democracy and peacekeeping accounts - Reduced the federal civilian workforce as part of government-wide cost cutting; employment across 22 major agencies fell by nearly 256,000, or more than 11%, from December 2024 to January 2026 - Created the DOJ National Fraud Enforcement Division, led by the first Assistant Attorney General specifically responsible for the division, with nationwide taxpayer-fraud coordination responsibilities - Created the DOJ Trade Fraud Task Force, which surpassed $1 billion in recoveries, penalties, forfeitures and publicly charged losses while expanding civil and criminal enforcement against customs and tariff fraud - U.S. Courts listed 56 Trump judicial confirmations in the second term as of September 21, 2026 - Signed the GENIUS Act establishing a federal regulatory framework for payment stablecoins
This also doesn't account for cost opportunity, what are the Dems going to do retroactively raise murder rates? Reimplement 200k revoked visas? Go fetch the illegals deported to third nations? > 引用 @Freeandfaith727: How many of these things are permanent and not through an executive order? If Dems win 2028 all of those will get overturned, which to be fair I’m going to do everything in my power to prevent from happening. https://x.com/AF_Insight/status/2102443279547769051
## @_RichardTeng (Richard Teng) · 09-22 16:55 · ♥59 ↻10 💬12 Stablecoins on billions of devices? 👀 > 引用 @coinbureau: 🚨JUST IN: Apple hints at adding stablecoin support, potentially allowing CRYPTO payments via Apple Pay.
Apple posted a job listing requiring stablecoin expertise for payment roles, offering up to $280,000.
This follows Samsung’s plans to introduce the same feature to Samsung Wallet.
Together, Apple and Samsung have more than 3.5 BILLION active devices worldwide. https://x.com/_RichardTeng/status/2102441643337236675
## @SimonDixonTwitt (Simon Dixon) · 09-22 16:15 · ♥63 ↻4 💬5 🇪🇺 That subjects fully reserved stablecoins to fractional-reserve banking risk.
If 60% of the reserves sit as deposits inside commercial banks, the stablecoin may be 100% backed on its own balance sheet, but 60% of that backing is now exposed to bank counterparty risk.
We already saw the problem when USDC lost its peg during the Silicon Valley Bank collapse.
This is exactly the problem we faced when we tried to create a full-reserve bank.
We could never get the Bank of England banking licence we needed.
You can create a full-reserve stablecoin, but if regulators force the reserves back into commercial bank deposits, you put fractional-reserve banking underneath it.
Full reserve stablecoin.
Fractional reserve bank underneath it. > 引用 @coinbureau: 🚨BREAKING: 🇪🇺The ECB and all 27 EU central banks call to scrap MiCA’s rule forcing major stablecoin issuers to keep 60% of reserves in bank deposits.
They argue issuers should not face a minimum bank-deposit requirement because volatile stablecoin flows could expose lenders to sudden deposit withdrawals.
Instead, they want issuers to hold more reserves in highly liquid assets maturing within 1–5 working days. https://x.com/SimonDixonTwitt/status/2102431479791833427
## @HansonBirringer (Hans) · 09-22 15:30 · ♥46 ↻12 💬5 Bringing Hyperliquid Onshore: Where US Regulation Stands https://x.com/HansonBirringer/status/2102420292484141524
## @fenix0x6 (fenix) · 09-22 15:30 · ♥51 ↻9 💬3 wow
the original rebase protocol just put its own liquidity behind $NET. both engines got stronger at once, and that's a big deal.
$NET runs on two things: bond demand to fuel it and the floor under it. olympus just fed both
fuel: hOHM bonding opens a second desk to every ethereum:0x64aa3364f17a4d01c6f1751fd97c2bd3d7e7f1d5 holder, people who already understand backing and premiums. more bond demand means the premium holds through dips and the floor keeps rising while the chart chops. and whatever the desks can't absorb hits the pool, which is exactly what moves the price. olympus just pointed a whole ecosystem at it
floor: the reserve is about to hold hOHM next to USDG. hOHM is 3x OHM through cooler loans that can't be liquidated. in a bull the floor now rises from bonds and from OHM. a second engine under it that didn't exist yesterday
plus a second deep market for wsNET, unloop exits routed off the main chart, and olympus itself holding wsNET, so they earn the rebase and want the premium wide
the ponzi charge is that the machine only works while new money shows up. olympus just became the new money, but without the trapdoor. hOHM can't be liquidated, $NET's payout throttles itself in code, and the buyback bid sits under backing. new money coming in through a system that can't be yanked out from under it. more fuel and a stronger floor means a more stable price and faster appreciation from the same design
to watch: the reserve stops being all stablecoins. how RFV marks hOHM is the number
https://t.co/CwiIQdZcEZ > 引用 @fenix0x6: The longer $NET runs, the more of it is real money. And that's by design. https://x.com/fenix0x6/status/2102420272213262410
## @Genfinity (Generation Infinity) · 09-22 13:58 · ♥44 ↻12 💬2 🇪🇺 BREAKING: Europe’s central banking system moves to expand the regulatory framework for tokenized finance.
In its new response to the European Commission’s MiCAR review, the European System of Central Banks lays out a broader framework covering tokenized deposits, stablecoins, DeFi, staking, lending and wholesale settlement infrastructure.
• Tokenized central bank money through Pontes and Appia is positioned as the settlement anchor for wholesale DLT markets.
• Tokenized deposits are positioned as a core private-money component, particularly where interbank settlement ultimately occurs in central bank money.
• The ESCB calls for EU-level treatment of crypto lending, borrowing and staking, with regulation based on the underlying economic activity rather than the technology used.
• The ESCB says stablecoins are less suitable for wholesale settlement at scale than tokenized central bank money or tokenized deposits because of risks around maintaining par, scalability, fragmentation and integrity.
• MiCAR’s stablecoin reserve framework could be revised, replacing fixed bank-deposit requirements with daily and weekly liquidity requirements tied to assets maturing within one and five working days.
• The ESCB supports maintaining the ban on stablecoin remuneration and closing potential workarounds through lending, staking and DeFi structures.
• It also calls for greater EU-wide legal harmonization around tokenized assets, including property, corporate and insolvency law, warning that fragmented national rules could limit scalability and interoperability.
The framework centers on tokenized central bank money, tokenized deposits and DLT-based financial markets, with central bank money remaining at the core. https://x.com/Genfinity/status/2102397235384242275
## @Crypto_Briefing (Crypto Briefing) · 09-22 14:12 · ♥51 ↻8 💬0 BVNK adds Stellar to stablecoin payments platform https://x.com/Crypto_Briefing/status/2102400770763264026
## @cryptokakarot (Crypto Kakarot) · 09-22 16:11 · ♥52 ↻3 💬6 EL BANCO CENTRAL EUROPEO SE PONE SERIO
El European System of Central Banks (ESCB), formado por el BCE y los 27 bancos centrales nacionales de la UE, acaba de pedir cambios importantes y un endurecimiento del Reglamento MiCa.
Algunas de sus propuestas son bastante llamativas...
Para empezar, quiere eliminar la obligación de que los emisores de stablecoins mantengan un mínimo del 30% de sus reservas en depósitos bancarios o 60% para los emisores significativos.
El motivo, según el ESCB, es que los depósitos de los emisores de stablecoins podrían ser más sensibles a las condiciones de mercado que los depósitos minoristas tradicionales y aumentar el riesgo para los bancos.
También ha vuelto a poner el foco en los modelos de “multi-issuance” de stablecoins.
En estos modelos, una misma stablecoin puede tener una emisión dentro de la UE y otra fuera de la UE, pero ambas están diseñadas para ser intercambiables 1:1 y funcionar prácticamente como el mismo token.
El ESCB teme que los problemas de la emisión extranjera puedan acabar afectando a la emisión europea y, con ella, a las reservas mantenidas en bancos europeos.
Y si estos modelos llegan a permitirse, pide un marco de supervisión mucho más estricto, mayores garantías y evaluar incluso si la regulación de los otros países es equivalente a la de MiCa.
Parece que se están preparando para un escenario de crisis... pero quizá lo más preocupante para la industria sea otra cosa...
EL ESCB RECONOCE QUE LA UE TIENE PROBLEMAS PARA HACER CUMPLIR EL REGLAMENTO MICA
Según el documento, empresas de criptomonedas que no cumplen la normativa siguen teniendo acceso a clientes europeos, incluso después de que terminara en junio de 2026 el plazo para obtener una licencia o abandonar el mercado.
Como sabéis desde el 1 de julio de 2026, las empresas y proveedores de servicios (CASP) que no tengan licencia no pueden ofrecer servicios a los españoles ni europeos.
Esto, según el ESCB, está generando problemas muy serios de protección a los inversores.
Se están dando cuenta que no pueden impedir que venga un influencer que hable español desde Tailandia, Miami o Marruecos por ejemplo y ofrezca todo tipo de servicios "extranjeros" a los ciudadanos europeos sin tener licencia y sin cumplir ninguna regulación.
Y todo esto llega mientras Europa sigue enfrentándose al crecimiento casi exponencial de las stablecoins basadas en dólares estadounidenses como USDC, USDT y otras.
Estados Unidos sabe muy bien lo que está haciendo, todo el planeta está usando stablecoins en dólares, y eso le da un poder mucho mayor del que tiene.
El dólar está llegando a rincones que no se podían imaginar siquiera, incluso jurisdicciones con las que Estados Unidos está en guerra, o son enemigas, como podrían ser Irán, Corea del Norte, Rusia, China, etc, usan sus stablecoins en dólares con normalidad.
El BCE lleva meses advirtiendo de que una mayor utilización de stablecoins en dólares estadounidenses podría afectar a la política monetaria, al sistema bancario, a la soberanía monetaria europea, e incluso a la estabilidad financiera del continente.
Las criptomonedas ya no son solamente una cuestión inocente de innovación financiera o tecnológica...
Se están convirtiendo en un asunto vital para la supervivencia de cualquier Estado.
¿Qué va a pasar en Europa si gran parte de sus ciudadanos dejan de confiar en el euro y deciden tener todo su patrimonio en stablecoins en dólares, en Bitcoin y/o en otras criptomonedas?
¿El poder se va a quedar de brazos cruzados mientras ven como su poder se diluye? ¿Cómo piensan parar algo así?
Antes se veía como algo imposible y muy lejano...
Parecía un capítulo apocalíptico de Black Mirror...
Pero cada día que pasa parece que esa realidad está más cerca...
Pobrecitos los ciudadanos, el país o el continente que ignore lo que está pasando en el mundo de las criptomonedas.
No saben lo que se están jugando. https://x.com/cryptokakarot/status/2102430679849918797
## @near_intents (NEAR Intents) · 09-22 15:57 · ♥44 ↻5 💬10 .@zkghosts_ has integrated NEAR Intents via @auroraisnear to enable cross-chain bidding for its @Zcash launch.
Users can bid with assets already in their wallets, including BNB, ETH, SOL, stablecoins and more, while NEAR Intents handles the routing and settlement in $ZEC.
More details 👇 > 引用 @zkghosts_: zkGHOSTs x NEAR Intents
zkGHOSTs partnered with @near_intents , so the launch goes as smoothly
Bid from any chain - BNB , ETH , SOL , stablecoins - All assets settles in Zcash.
How it works. 🧵 https://t.co/wZP7amolzO https://x.com/near_intents/status/2102426963734561187
## @JustDeauIt (Michael Nadeau | The DeFi Report) · 09-22 15:52 · ♥43 ↻4 💬9 Quick snapshot of the current TDR Pro portfolio, by category:
1. Perps (9.5%): +399.2% 2. Options (10.2%): +332.5% 3. Consumer Retail Infra/Fast DeFi (20.5%): +301.7% 4. Memes (14.1%): +189% 5. Stablecoins (6.7%): +92.1% 6. Privacy (4.3%): +84.2% 7. AI/Digital Identity (1.6%): +71.5% 8. SOV (25.9%): +42% 9. Cash (7.2%)
We have 15 positions, with a 93% hit rate (4/15 positions are currently up at least 300%).
These are the themes we covered extensively during the bear market via The Watch List.
Generally speaking, the view is that apps with product/market fit, strong token economics/buybacks, and strong teams in growth sectors will outperform the infrastructure they run on during this cycle.
That doesn't mean I'm bearish on infrastructure. Just view it more as an index play (L1s).
As for the biggest miss?
Privacy. Got bundled by ZEC. I missed it this time last year as I was turning risk off and didn't have the ability to hold the view that markets were turning risk-off broadly, but ZEC could still outperform.
Then thought it would go lower after the security exploit and didn't buy in the $200 - $300 range.
Have now established a position, but at higher levels.
Can't win em all.
With that said, I'm pleased with our risk management (went to cash at the highs last year) and execution in the bear.
But at the end of the day, true success comes from managing risk through the entire cycle.
Expecting volatility. And believe we will continue to see strong dispersion and a "stock pickers" market, with assets continuing to detach from BTC as various phases of the cycle.
---
If you'd like to see the assets behind the themes, the high-level reporting vs. benchmarks, and receive our Pro-only reports and portfolio alerts, you can sign up below and get one month free 👇 https://x.com/JustDeauIt/status/2102425907491213485