摩根大通预计收益型稳定币的市场份额将从 6% 增长至 50%
2025-03-27 13:56:03
摩根大通分析师预测：收益稳定币或颠覆传统市场格局，投资者需关注三大关键影响
摩根大通最新研究报告指出，代币化国债驱动的收益稳定币（Yield-bearing Stablecoins）可能成为下一阶段加密市场爆发的核心赛道。由董事总经理Nikolaos Panigirtzoglou领衔的分析团队强调，这类创新产品不仅提供与传统金融产品类似的利息回报，更可能在未来实现市场份额从6%到50%的指数级跃升——除非遭遇重大监管政策变动。
报告深度对比了新旧稳定币模式：传统稳定币（如USDT/USDC）因证券化风险主动放弃储备收益分配，以维持其作为加密生态系统"流动性润滑剂"的核心功能；而收益稳定币通过代币化国债等合规路径，正在开辟"DeFi+传统收益"的混合赛道。
对投资者的潜在影响：
1. 收益重构：持有稳定币从零息资产转变为生息资产，可能改变加密市场现金流结构
2. 监管套利：代币化国债等合规载体或降低政策不确定性溢价
3. 生态迁移：若50%市场份额预测成真，将引发交易所、借贷协议等基础设施的连锁升级
分析师特别警示，证券认定问题仍是悬顶之剑——任何将稳定币归类为证券的监管动作，都可能瞬间改变当前竞争格局，这也是投资者必须持续跟踪的核心变量。
7x24 快讯
16:51 2025-04-15
Amazon asks sellers about the impact of tariffsAccording to a copy seen by The Wall Street Journal, Amazon has emailed third-party sellers in recent days asking about how the tariffs are affecting their business, with inquiries ranging from sourcing to pricing strategies and international sales. "We are still dealing with the impact of various tariff policies," the email read. "The platform believes that the experiences and strategies shared by sellers are critical." Amazon also asked about merchants' use of the company's logistics services,...
16:15 2025-04-15
Abraxas Capital withdraws 747 bitcoins from CEX after months of silenceAccording to lookonchain, a wallet address associated with Abraxas Capital withdrew 747 bitcoins (about $63.78 million) from Binance after a two-month hiatus.
16:15 2025-04-15
ApeCoin: NFT staking rewards are now online on ApeChain, and there will be no rewards for staking on old sites.ApeCoin said in a post on the X platform that NFT staking rewards are now online on ApeChain. Users need to unpledge all APEs currently deposited in BAYC, MAYC and BAKC from previous sites. APEs pledged on old sites will no longer receive rewards in the future. In addition, APEs need to be bridged to ApeChain by adding wallets to the ApeChain network to interact and pledge APEs.
16:00 2025-04-15
Citi CEO: Consumer health expected in April in line with Quarter 1Citi CEO: The impact of tariffs on the services sector will depend on the specific scenario. Consumer health in April is expected to be in line with Quarter 1.
15:57 2025-04-15
He Yi's post explores academic qualifications and recruitment standards: It's good to have it, it doesn't matter if you don't have itHe Yi posted on Binance Square to discuss the issue of academic qualifications and talent recruitment. She pointed out that a good academic background can reflect a candidate's intelligence and ability to continue to work hard, but knowledge does not equal skills and way of thinking. She emphasized that most abilities are learned through hard work day after day, and the heart is more rare. Whether the candidate is honest, logical, resilient, and has a growth mindset is more important. At the sam...
15:48 2025-04-15
BTC falls below $85,000The market shows that BTC has fallen below $85,000 and is now reported at $84,890. The 24-hour increase has narrowed to 1.07%. The market is volatile, so please do a good job in risk control.
15:39 2025-04-15
Applied Digital shares fall 30% on lower-than-expected revenue, plans to sell cloud computing unitShares of bitcoin mining custody and Cloud as a Service company Applied Digital (APLD) fell 30 percent Tuesday after the company's quarterly earnings report missed analysts' expectations by nearly 18 percent, trading around $3.90 in early trading.
The company reported revenue of $52.90 million for the quarter, and the company's Cloud as a Service division performed particularly poorly, with revenue falling sharply by 36% quarter-over-quarter, from $27.70 million in the previous quarter to $17.80...
15:36 2025-04-15
ZKsync: The administrator accounts of three airdrop distribution contracts were hacked, and the attackers minted about 111 million ZK tokensZKsync posted on the X platform that after investigation, the administrator accounts of the three airdrop distribution contracts have been hacked, and the attacker called the sweepUnclaimed () function to mint about 111 million non-claimed ZK tokens from the aidrop contract. This incident only involves the airdrop distribution contract, and all the funds that can be minted have been minted.
The ZKsync protocol, the ZK token contract, all three governance contracts, and all active tokens...
15:30 2025-04-15
Hyperliquid launches WCT leveraged trading, up to 3xAccording to the official announcement of Hyperliquid, at the request of the community, long and short trades on WCT with up to 3x leverage are now supported.
15:30 2025-04-15
Zcash may be taken off the shelves by Binance, causing dissatisfaction in the industry and renewed regulatory pressure on privacy coinsBinance voted to remove one of the three Zcash (ZEC), FTT and JASMY tokens from the shelves, causing strong dissatisfaction among privacy coin supporters. Zcash founder Zooko Wilcox and DCG founder Barry Silbert, Ledger CTO and others have publicly spoken out against it, emphasizing the importance of privacy rights. ZEC is currently worth about $500 million, and the price fell 3.1% to $31.26 in 24 hours. Privacy coins have long been under regulatory pressure, and the European Union has proposed ...
15:30 2025-04-15
Standard Chartered: Stablecoin market size may increase to $2 trillion by the end of 2028According to Standard Chartered, the passage of the US stablecoin bill could lead to a significant increase in stablecoin supply, with the stablecoin market expected to grow from the current $230 billion to $2 trillion by the end of 2028. In addition, Standard Chartered also said that the increase in stablecoin supply has implications for US Treasury purchases and dollar hegemony.
In addition, Standard Chartered believes that increased demand for dollar-denominated stablecoin reserves will lead ...
15:27 2025-04-15
ZKSync attacker has transferred about 1.70 million ZK across the chain, suspected to start cash operationAccording to Cyvers Alerts, the ZKSync attacker accessed about $5 million of unclaimed ZK tokens. There are currently about 1.70 million ZK cross-chain to Ethereum, and together with 10 ETH, they have been transferred to HitBTC-related addresses, suspected of starting cash operations.
热门资讯
朝鲜黑客为何如此擅长窃取加密货币？Vitalik：“DAO”意味着“项目”，“official”则意味着“骗局”pump.fun月收入超过Uniswap，在所有区块链中排名第四Baby Doge：已发起提案拟放弃以太坊和BNB Chain上的代币合约PayPal 稳定币 PYUSD 将上线 SolanaBitget推出3月合约排位赛，总奖池10万枚BGBBinance Labs投资孵化器第六期7个项目，包括Cellula、NFPrompt等Aevo已上线AEVO Pre-launch合约，现报价2.6美元币安未来几天将进行钱包维护，期间或出现大额转账Bithumb将停止支持Velo Protocol（VELO）交易，并将Conan（CON）指定为投资警示项目Framework Ventures过去14小时向Coinbase存入400万枚SNX富达FBTC和Valkyrie BRRR昨日净流入额均创新高
相关推荐
朝鲜黑客为何如此擅长窃取加密货币？曾50倍杠杆获利713万美元巨鲸再次50倍做多ETH美股加密板块盘前走低，ProShares比特币策略ETF下跌5.4%Bitget推出3月合约排位赛，总奖池10万枚BGBBinance Labs投资孵化器第六期7个项目，包括Cellula、NFPrompt等Aevo已上线AEVO Pre-launch合约，现报价2.6美元币安未来几天将进行钱包维护，期间或出现大额转账Bithumb将停止支持Velo Protocol（VELO）交易，并将Conan（CON）指定为投资警示项目Framework Ventures过去14小时向Coinbase存入400万枚SNX富达FBTC和Valkyrie BRRR昨日净流入额均创新高Aevo上线Wormhole（W）Pre-launch合约，现报价1.79美元
