2025-12-30 10:27:41

The stablecoin market has been heating up recently. In late December, the total market capitalization of the entire stablecoin sector broke through $310 billion, with a year-over-year growth of 70%. Behind this rapid growth is the increased regulatory transparency brought about by the GENIUS Act.

USDC and USDT remain the main players, primarily supporting payment and settlement functions. Interestingly, the tokenization of RWA (Real-World Assets) is starting to take real shape—traditional financial giants like Visa and JPMorgan are already conducting settlements on Solana. Stablecoins are becoming a bridge between traditional finance and the crypto world.

Another detail that can really illustrate the situation: Bitcoin prices are stagnating, but stablecoin inflows are actually increasing. What does this mean? Funds haven't run away; they have just temporarily shifted to low-risk assets. In other words, the market is still there, just more cautious.

Looking ahead, some institutions predict that by 2026, stablecoins will dominate trading volume. This growth trend is indeed easing market liquidity pressure. However, there are also concerns—about the concentration risk behind this growth. After all, with USDC and USDT holding significant market shares, if any issues arise... you know what I mean.

SOL1.31%

BTC1.51%

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DegenDreamer

· 12h ago

Is the inflow of stablecoins just waiting for the next wave? It feels like the funds are holding back, still a bit far from actually jumping in.

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SchrodingerPrivateKey

· 13h ago

Bitcoin remains steady, while stablecoins are疯狂吸血, this is the true reflection of the current market JPMorgan is on Solana? Traditional finance is really starting to take it seriously Risk concentration needs to be taken seriously; the dominance of two giants always feels like it could explode someday As regulatory transparency increases, funds are flowing in; it looks like this wave of stablecoins is really about to take off Funds haven't left; they've just moved to safe zones, indicating that everyone still believes in this market Whether the RWA line can truly open up the situation depends on whether more traditional major players follow suit Wow, this growth rate of 70% is incredible Using stablecoins as a bridge and unstable coins as a ladder—who will laugh last? If either USDT or USDC truly collapses, the entire market might have to be reshuffled Feeling a bit restless, I have a sense that this bubble is being blown a little too hard

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SandwichDetector

· 13h ago

Stablecoins are booming again, but these two giants' market shares are really outrageous, it's too easy for them to be knocked down.

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AirdropBlackHole

· 13h ago

The recent surge in stablecoins is quite intense, but what I care about most is whether the actual trading volume is genuine or inflated... The dominance of USDT and USDC really sets a potential trap.

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