# stablecoins — X 热门讨论 (2026-09-30 18:03 UTC)
## @BroosterWeb3 (Brooster) · 09-30 16:42 · ♥60 ↻6 💬59 Good Evening Legends! 🔥
Before my GN, today's crypto highlights:
- Bitcoin broke above $85,000 minutes after the cooler U.S. inflation print, wiping out more than $50 million in short positions as traders priced in a less hawkish Fed.
- Bitcoin is set to close Q3 2026 up 43%, its strongest third quarter in nine years, while the altcoin market is up 38% since June at $1.16 trillion.
- Spot Bitcoin ETFs recorded inflows for nine straight days, bringing September's total to $2.8 billion with one day left in the month.
- Developer Misha Komarov detailed a framework for private transfers on Bitcoin without a soft fork, described as Zcash-style shielded privacy aimed at everyday users.
- ZachXBT says alleged DPRK attackers are shielding stolen Bitget funds through Zcash, with about 2,700 ZEC worth $3.8 million moving into a shielded pool.
- Brazil's state-controlled energy giant Petrobras is testing Cardano to track provenance and emissions data across two lower-carbon fuel projects.
- The SEC and CFTC have made at least nine moves to build crypto rules without Congress, suggesting the industry can move forward without the CLARITY Act.
- A Dutch cabinet proposal would tax unrealized Bitcoin gains in self-custody wallets annually from 2028, while crypto held in bank custody is taxed only when sold.
- The EU securities watchdog proposed tightening MiCA rules, standardizing crypto regulation across member states, blocking unlicensed stablecoins and licensing DeFi gateways.
- U.S. headline PCE inflation came in at 3.4% versus 3.7% expected and core at 3.0% versus 3.3%, easing pressure on the Fed and supporting risk assets. https://x.com/BroosterWeb3/status/2105337450314826196
## @0xRetardio (0xRetardio) · 09-30 14:25 · ♥66 ↻2 💬30 The killer use case for crypto might not be humans using crypto.
It might be machines.
@BlackRock latest paper on the “machine-native economy” lays out why.
➤ The thesis is pretty simple:
AI = machine-native intelligence Crypto = machine-native money
And as AI agents become capable of actually doing things, this starts getting interesting.
Agents won’t just answer questions. They’ll call APIs, buy data, hire compute, talk to other agents and even execute transactions.
And they’ll need to pay for all of it and that’s where things like x402 come in.
Instead of a human pulling out a card every time an agent needs an API, an agent can potentially pay programmatically; including tiny, high-frequency payments.
That’s a very different payment environment from the one we’re used to.
But the part I found even more interesting:
“compute itself could become a financial asset.”
BlackRock points to $1.1T in projected 2030 revenue across AWS, Microsoft Intelligent Cloud and Google Cloud segments.
As compute becomes scarce and increasingly expensive, you can imagine markets emerging around claims on compute capacity.
An agent could eventually:
➤ discover available compute ➤ compare price/performance ➤ provision it ➤ pay for it ➤ use it ➤ settle everything programmatically
What I’m saying basically is:
AI agents become economic actors.
And this is where the AI + crypto convergence starts making more sense to me.
If machines are going to participate in the economy, they need machine-readable money, assets and settlement.
The interesting stack is already taking shape:
MCP → agents access tools/data A2A → agents communicate x402 → agents pay Stablecoins → machine-native money Blockchains → settlement Compute markets → machine-accessible resources
@AnthropicAI , @Google , @coinbase , @stripe , @OpenAI , @Visa and others are already building pieces of this infrastructure.
The ecosystem is obviously still early.
But the direction is fascinating:
humans → agents → agents → machines → money → compute
The next economy may have a lot fewer humans clicking “buy.” https://x.com/0xRetardio/status/2105302931826258193
## @HODL037 (MR.HODL) · 09-30 15:47 · ♥41 ↻6 💬27 Most stablecoins launch, then hunt for users. verUSD launched with $60M already contracted to flow through it
Most stablecoins launch and then go looking for adoption. verUSD launched the other way around.
Verona just introduced the first dollar built for AI agents: a fully reserved stablecoin for paying for verified facts and settling agent transactions. $100M+ in institutional launch commitments from Animoca Ventures, Figment Capital, Sfermion, Pentos, Arkstream and others.
More important: $60M+ in signed, contracted revenue is already set to move through it as payments.
The problem is simple. Agents cannot open bank accounts. Cards were never meant for software that buys one verified fact at a time, thousands of times a day. Verona verifies the fact. verUSD is how the agent pays for it.
It’s native, not bridged, on Ethereum, Solana, Polygon, Avalanche, Optimism, Arbitrum, Celo and more. Same dollar wherever the agent is. Issued via Brale, backed 1:1 by USD reserves at regulated U.S. institutions.
Verona has already been settling this activity in USDC for four years across products used by 115+ brands and 70M+ verified interactions. Those payments now have a dollar of their own.
CEO Anthony : “We are not asking anyone to hold verUSD. We are powering the payment layer of the internet quietly, and if you use the internet, you will end up using it anyway.”
That’s the bet. Not another yield coin. A settlement layer for machines that need truth before they can act. @verona_dev https://x.com/HODL037/status/2105323744504037814
## @ZoomerOracle (Zoomer Oracle) · 09-30 17:44 · ♥66 ↻3 💬2 Renzo Finance: a technical deep dive https://x.com/ZoomerOracle/status/2105353125016039636
## @int_mon_econ (International and Monetary Economics Network) · 09-30 16:27 · ♥48 ↻6 💬0 Highly relevant!
"The macroeconomics of stablecoins" by Boris Hofmann, Matthias Kaldorf, and Matthias Rottner.
"What are the macroeonomic implications of stablecoins? As stablecoin market capitalisation has grown rapidly and is projected to expand further, this question has become increasingly important. We develop a quantitative macroeconomic model with stablecoins and show that they affect the economy through two countervailing channels: a bank lending channel and a fiscal space channel. Calibrated to the U.S., the model predicts a modest decline in long-run output, although the net effect depends on reserve regulation, public debt and foreign demand."
https://t.co/Y4VBKZIVpe https://x.com/int_mon_econ/status/2105333650204098565
## @zcabrams (Zach Abrams) · 09-30 16:26 · ♥41 ↻2 💬4 OUSD is live
Build with OUSD at Stripe/Bridge, Mastercard (BVNK), Visa’s VSP & Coinbase
Stablecoins should be better money. Today, they fall short. OUSD is built to change that.
We’re off to a great start. The network will get stronger every day
Build: https://t.co/7ND2fmvWjs > 引用 @openstandard: $OUSD is live.
Build with OUSD via @Coinbase @Mastercard @Stripe and @Visa. Each integration path supports 1:1 USD conversion at no cost.
Read the announcement: https://t.co/177w9TlM77. https://t.co/SEWT6vCXPS https://x.com/zcabrams/status/2105333442535977424