Mu Meyi 2021, USDT idasindikiza mabanki 11 biliyoni.Mu Meyi 2020, chiwerengerocho chinali 2.5 biliyoni yokha, chiwonjezeko chapachaka cha 440%;USDC inasindikiza ndalama zatsopano za 8.3 biliyoni mu May, ndipo chiwerengerocho chinali 13 miliyoni mu May 2020. Zigawo, kuwonjezeka kwa chaka ndi chaka kwa 63800%.

Mwachiwonekere, kutulutsidwa kwa ma stablecoins a dollar yaku US kwalowa kukula kwakukulu.

Nanga ndi zinthu ziti zomwe zikuyendetsa kufalikira kwachangu kwa dollar yaku US stablecoin?Kodi kukula kofulumira kwa USD stablecoins kudzakhala ndi zotsatira zotani pa msika wa crypto?

1. Kukula kwa ndalama za USD stablecoins kwalowa mwalamulo nthawi ya "kukula kwakukulu"

Kutulutsidwa kwa ma stablecoins aku US kwalowa "kukula kwakukulu", tiyeni tiwone magulu awiri a data yowunikira.

Malinga ndi zomwe zachitika posachedwa kuchokera ku Coingecko, pa Meyi 3, 2020, voliyumu yotulutsa USDT inali pafupifupi US $ 6.41 biliyoni.Chaka chimodzi pambuyo pake, pa Juni 2, 2021, voliyumu yotulutsidwa ya USDT idaphulika mpaka $61.77 biliyoni.Kukula kwapachaka ndi 1120%.

Kukula kwa dollar yaku US stablecoin USDC ndikodabwitsanso.

Pa Meyi 3, 2020, voliyumu yotulutsa USDC inali pafupifupi US $ 700 miliyoni.Pa Juni 2, 2021, voliyumu yotulutsa USDC yaphulika mpaka $22.75 biliyoni ya US, kuwonjezeka kwa 2250% pachaka.

Kuchokera pamalingaliro awa, chitukuko cha stablecoins chalowadi mu nthawi ya "exponential", ndipo kukula kwa USDC kwadutsa kwambiri USDT.

Zomwe zikuchitika ndikuti kukula kwa USDC pafupifupi kumaposa ndalama zonse za stablecoins kupatula Dai, zomwe zikuphatikizapo USDT, UST, TUSD, PAX, ndi zina zotero.

Nanga n’chiyani chinathandiza kuti zimenezi zitheke?

2. Zomwe zimayendetsa "kukula kwakukulu" kwa dola ya US stablecoin

Pali zifukwa zambiri zolimbikitsira kuphulika kwa dola ya US stablecoin, yomwe ingathe kufotokozedwa mwachidule mu mfundo zitatu: 1) asilikali apamwamba apamwamba amalowa mumsika, ndipo nthawi "yokweza tebulo" ikuyandikira;2) kulimbikitsa chitukuko cha cryptocurrency;3) Decentralization Kukwezeleza zazachuma nzeru.

Choyamba, tiyeni tiwone momwe gulu lankhondo likuyandikira, ndipo nthawi yofulumizitsa "kutembenuza tebulo" ikubwera.

Zomwe zimatchedwa kukweza tebulo zimatanthawuza ndalama zokhazikika za ngongole za USD zomwe zimaperekedwa ndi mabungwe ovomerezeka, oimiridwa ndi USDC, omwe mtengo wake wamsika umaposa USDT.USDT yotulutsa voliyumu ndi 61.77 biliyoni ya US dollars, USDC yotulutsa voliyumu ndi 22.75 biliyoni ya US dollars.

Pakalipano, msika wandalama wapadziko lonse lapansi ukulamulidwa ndi USDT, koma ndalama zokhazikika za dola ya US USDC zomwe zinakhazikitsidwa pamodzi ndi Circle ndi Coinbase zimatengedwa ngati njira ina ya USDT.

Kumapeto kwa Meyi, wopereka USDC Circle adalengeza kuti yamaliza ndalama zambiri ndikukweza US $ 440 miliyoni.Mabungwe a Investment akuphatikizapo Fidelity, Digital Currency Group, cryptocurrency derivatives exchange FTX, Breyer Capital, Valor Capital, etc.

Pakati pawo, ziribe kanthu Fidelity kapena Digital Currency Group, pali miyambo yazachuma kumbuyo kwawo.Kulowa kwa mabungwe apamwamba a zachuma kwathandiziranso "kutembenuza tebulo" la ndalama zachiwiri zokhazikika, USDC, komanso kufulumizitsa mtengo wa msika wa ndalama zokhazikika.Njira yowonjezera.

Kuwunika kwa JPMorgan Chase kwa USDT kungalimbikitsenso njirayi.

Pa May 18, Josh Wamng'ono wa JPMorgan Chase adatulutsa lipoti latsopano la stablecoins ndi kugwirizana kwawo ndi msika wa mapepala amalonda, akutsutsa kuti Tether ali ndipo adzapitiriza kukumana ndi zovuta kulowa mu banki yapakhomo.

Lipotilo likukhulupirira kuti zifukwa zenizeni zili ndi mbali zitatu.Choyamba, katundu wawo angakhale kutsidya la nyanja, osati kwenikweni ku Bahamas.Kachiwiri, malangizo aposachedwa a OCC amalola mabanki apakhomo omwe akuwayang'anira kuti avomereze ma depositi a stablecoin (ndi zofunika zina) pokhapokha ngati zizindikirozi zasungidwa.Tether adavomereza kuti posachedwa adakhazikika ndi ofesi ya NYAG.Pali zonena zabodza komanso kuphwanya malamulo.Pomaliza, kuzindikira uku ndi zovuta zina zitha kuyambitsa nkhawa zamabanki akuluakulu am'nyumba chifukwa amatha kutenga gawo lalikulu lazinthu zosungira izi.

Mabungwe apamwamba akulowa nawo kuwongolera nkhani pa dollar yaku US stablecoin.

Kachiwiri, njira yokhazikitsira chitukuko cha cryptocurrency ndichinthu chofunikira pakutulutsa kopitilira muyeso kwa stablecoins.

Malinga ndi lipoti lomwe linatulutsidwa ndi Gemini pa April 21 chaka chino, 14% ya anthu a ku America tsopano ndi ndalama za crypto.Izi zikutanthauza kuti akuluakulu a ku America 21.2 miliyoni ali ndi ndalama za crypto, ndipo kafukufuku wina amayerekezera kuti chiwerengerochi ndi chachikulu kwambiri.

Nthawi yomweyo, ma depositi a cryptocurrency m'gawo loyamba la chaka chino adakwera ndi 48% mu lipoti la ogwiritsa ntchito a crypto lofalitsidwa ndi pulogalamu yamalipiro yaku UK STICPAY, pomwe ma depositi ovomerezeka sanasinthe.Lipotilo likuwonetsa kuti poyerekeza ndi nthawi yomweyi chaka chatha, chiwerengero cha ogwiritsa ntchito STICPAY omwe adatembenuza ndalama za fiat kukhala cryptocurrencies chinawonjezeka ndi 185%, pamene chiwerengero cha ogwiritsa ntchito omwe adatembenuza ndalama za crypto kubwerera ku fiat ndalama zatsika ndi 12%.

Msika wa crypto ukukula pamlingo wowopsa, womwe umalimbikitsa mwachindunji chitukuko ndi chitukuko cha msika wa stablecoin.

Ndipotu, ngakhale kufooka kwaposachedwa kwa msika wa crypto bull, kuthamanga kwa kutulutsa kokhazikika kwa ndalama sikunayime.M'malo mwake, kutulutsidwa kwa USDT ndi USDC kwalowa mu siteji ya kukula mofulumira.Tengani USDC mwachitsanzo.Pa Meyi 22, patatha masiku anayi, USDC yokha idapereka 5 biliyoni zina.

Pomaliza, ndi kukwezeleza zazachuma m'madera.

Mu Marichi 2020, Makerdao adaganiza zowonjezera ndalama zokhazikika za USDC ngati chikole cha DeFi.Pakadali pano, pafupifupi 38% ya DAI yaperekedwa ndi USDC ngati chikole.Malinga ndi mtengo wamakono wa msika wa DAI wa 4.65 biliyoni wa madola aku US, kuchuluka kwa USDC yomwe inalonjeza ku Makerdao yokha ndi yokwera kwambiri mpaka madola mabiliyoni a 1.8 a US, omwe amawerengera 7.9% ya ndalama zonse za USDC.

Ndiye, kodi kuchuluka kwa ma stablecoins kungakhudze bwanji msika wa crypto?

3. Msika wachuma ukuyenda bwino, chifukwa cha kuchuluka kwa ndalama zalamulo, komanso msika wa crypto

Tikamafunsa "Kodi kuchuluka kwa ndalama za stablecoins ku US kumakhudza bwanji msika wa crypto", tiyeni tiyambe tifunse "Kodi kuchuluka kwa madola aku US kumakhudza bwanji msika wa US".

Ndi chiyani chomwe chayendetsa msika wazaka khumi wa ng'ombe m'masheya aku US?Yankho ndi lodziwikiratu: ndalama zokwanira za dollar.

Kuyambira mchaka cha 2008, Federal Reserve yakhazikitsa magawo anayi a QE, kutanthauza kuti kuchepetsa kuchuluka kwa ndalama, ndipo yayika ndalama zokwana 10 thililiyoni kumsika waukulu.Zotsatira zake, zalimbikitsa mwachindunji zaka 10 kuphatikizapo Nasdaq Index, Dow Jones Industrial Index, ndi S & P 500. Msika waukulu wa ng'ombe.

Msika wachuma ukukulirakulira ndipo kutengera kuchuluka kwa ndalama zamalamulo, msika wa crypto mosakayikira udzatsatira malamulo otere.Komabe, m'kupita kwa nthawi yosintha msika wachuma, msika wa crypto ukhoza kugwedezeka kwambiri, koma kumbuyo kwa K-line, chomwe sichinasinthe ndikuti mtengo wa BTC ukupita patsogolo pang'onopang'ono potsatira njira ya S2F. .

Chifukwa chake, ngakhale msika wa crypto wakumana ndi chiwawa chotsuka 519, izi sizingasinthe mphamvu yamphamvu yodzikonza yokha ya Bitcoin, yomwe ndi mtundu wa "kulimba" komwe kumapangitsa chuma chilichonse padziko lapansi kuchita manyazi.

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