As soon as this $USDT-related news came out, the first thing I looked at wasn’t the headline—it was that awkward feeling in the chart.
The spot market isn’t that hot, but the futures side seems more excited. Trading volume is a bit too thin, so it looks like everyone is using leverage first to grab the sentiment.
This kind of contrast really makes me overthink. It doesn’t feel like steady demand expansion—it feels like people are trying to push the story upward first 😅
Sberbank says it wants to add ETH and $USDT to the list of eligible collateral. This is definitely not a small matter.
But honestly, what I care about more is why the market reacts to the “imagination space” so quickly, while actual usage hasn’t caught up yet.
$USDT has never been a coin that lacks narratives. What it lacks is whether “new use cases” can truly be sustained.
A bank entering crypto sounds fancy, but when you translate it into lending business, the middle steps—risk control, compliance, discount rates—none of them are easy.
Last night I updated my UI until almost 12 o’clock, and while washing my face I was thinking: this kind of news is most likely to make people脑补 as a big positive.
But my own stance is more cautious—I’m not chasing.
If later it’s just emotions surging first, and we don’t see more solid follow-through, I think it can easily whip people back and forth.
Even the cats are calmer than I am. DouDou lies next to the monitor and doesn’t move at all—I, on the other hand, feel a bit panicky.
This post is just my own thoughts, not advice. $USDT #USDT
The spot market isn’t that hot, but the futures side seems more excited. Trading volume is a bit too thin, so it looks like everyone is using leverage first to grab the sentiment.
This kind of contrast really makes me overthink. It doesn’t feel like steady demand expansion—it feels like people are trying to push the story upward first 😅
Sberbank says it wants to add ETH and $USDT to the list of eligible collateral. This is definitely not a small matter.
But honestly, what I care about more is why the market reacts to the “imagination space” so quickly, while actual usage hasn’t caught up yet.
$USDT has never been a coin that lacks narratives. What it lacks is whether “new use cases” can truly be sustained.
A bank entering crypto sounds fancy, but when you translate it into lending business, the middle steps—risk control, compliance, discount rates—none of them are easy.
Last night I updated my UI until almost 12 o’clock, and while washing my face I was thinking: this kind of news is most likely to make people脑补 as a big positive.
But my own stance is more cautious—I’m not chasing.
If later it’s just emotions surging first, and we don’t see more solid follow-through, I think it can easily whip people back and forth.
Even the cats are calmer than I am. DouDou lies next to the monitor and doesn’t move at all—I, on the other hand, feel a bit panicky.
This post is just my own thoughts, not advice. $USDT #USDT