tether
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Tether that was the largest corporate buyer of gold in Q3, purchasing 26 metric tons. This acquisition has increased Tether's total gold reserves to 116 metric tons.
$BTC $USDT $BTCDOM
#tether
$BTC $USDT $BTCDOM
#tether
Fitch hạ xếp hạng dự trữ USDT của Tether, làm dấy lên lo ngại rủi ro stablecoin
Fitch Ratings đã hạ xếp hạng dự trữ của Tether (USDT) xuống mức thấp hơn, phản ánh lo ngại về tính minh bạch và rủi ro tín dụng của stablecoin lớn nhất thế giới. Với tài sản ròng 215 tỷ USD nhưng nợ 184,5 tỷ USD, Tether đang đối mặt với áp lực từ S&P Global và các nhà phân tích như Arthur Hayes, người cảnh báo một sai lầm có thể "phá hủy" USDT. Sự cố này xảy ra giữa thị trường giảm mạnh, khiến USDT tạm mất peg nhẹ xuống 0.999 USD trước khi phục hồi. CEO Paolo Ardoino bác bỏ FUD, nhấn mạnh đa dạng hóa vào Treasury và vàng. Nhà đầu tư lo ngại dòng vốn rút khỏi crypto, nhưng Tether cam kết báo cáo minh bạch hàng quý. Sự kiện này có thể thúc đẩy quy định EU nghiêm ngặt hơn vào tháng 12, ảnh hưởng đến thanh khoản toàn cầu.
#tether
#USDT
$BTC
$ETH
$SOL
Fitch Ratings đã hạ xếp hạng dự trữ của Tether (USDT) xuống mức thấp hơn, phản ánh lo ngại về tính minh bạch và rủi ro tín dụng của stablecoin lớn nhất thế giới. Với tài sản ròng 215 tỷ USD nhưng nợ 184,5 tỷ USD, Tether đang đối mặt với áp lực từ S&P Global và các nhà phân tích như Arthur Hayes, người cảnh báo một sai lầm có thể "phá hủy" USDT. Sự cố này xảy ra giữa thị trường giảm mạnh, khiến USDT tạm mất peg nhẹ xuống 0.999 USD trước khi phục hồi. CEO Paolo Ardoino bác bỏ FUD, nhấn mạnh đa dạng hóa vào Treasury và vàng. Nhà đầu tư lo ngại dòng vốn rút khỏi crypto, nhưng Tether cam kết báo cáo minh bạch hàng quý. Sự kiện này có thể thúc đẩy quy định EU nghiêm ngặt hơn vào tháng 12, ảnh hưởng đến thanh khoản toàn cầu.
#tether
#USDT
$BTC
$ETH
$SOL
CEO Tether bác bỏ lo ngại S&P, khẳng định USDT an toàn với tài sản 215 tỷ USD
Paolo Ardoino, CEO Tether, phản bác mạnh mẽ báo cáo FUD từ S&P Global và các influencer, nhấn mạnh USDT vẫn là stablecoin lớn nhất với tài sản ròng 215 tỷ USD tính đến Q3/2025, vượt xa nợ 184,5 tỷ USD. Ông cho rằng cáo buộc về rủi ro Fed là "vô căn cứ", vì Tether đa dạng hóa vào Treasury và vàng. Giữa thị trường sụt giảm, USDT duy trì peg 1:1 USD, hỗ trợ thanh khoản crypto toàn cầu.
Arthur Hayes (BitMEX) cảnh báo "một sai lầm có thể nổ tung USDT", nhưng Ardoino cam kết minh bạch qua báo cáo hàng quý. Sự cố này làm Tether mất 2% thị phần stablecoin, nhưng inflows vẫn tăng 5% tuần qua nhờ nhu cầu trú ẩn. Nhà đầu tư nên theo dõi quy định EU về stablecoin vào tháng 12.
#tether
$BTC
$ETH
$SOL
Paolo Ardoino, CEO Tether, phản bác mạnh mẽ báo cáo FUD từ S&P Global và các influencer, nhấn mạnh USDT vẫn là stablecoin lớn nhất với tài sản ròng 215 tỷ USD tính đến Q3/2025, vượt xa nợ 184,5 tỷ USD. Ông cho rằng cáo buộc về rủi ro Fed là "vô căn cứ", vì Tether đa dạng hóa vào Treasury và vàng. Giữa thị trường sụt giảm, USDT duy trì peg 1:1 USD, hỗ trợ thanh khoản crypto toàn cầu.
Arthur Hayes (BitMEX) cảnh báo "một sai lầm có thể nổ tung USDT", nhưng Ardoino cam kết minh bạch qua báo cáo hàng quý. Sự cố này làm Tether mất 2% thị phần stablecoin, nhưng inflows vẫn tăng 5% tuần qua nhờ nhu cầu trú ẩn. Nhà đầu tư nên theo dõi quy định EU về stablecoin vào tháng 12.
#tether
$BTC
$ETH
$SOL
彻底摊牌：
Tether持有8.7万枚比特币，这次真要玩大了！
消息确认！真的持有 87,296 枚比特币！
按10.4 万美元的币价算，这波 BTC 直接价值 90.9 亿美元，占 Tether 总储备的 5.6%，几乎是去年同期的两倍！
这事儿之所以炸锅，是因为：
S&P 刚把 USDT 的储备稳定性评级干到“弱”，点名批评“比特币太多、缓冲太薄”
大佬 Jason Calacanis 当众喊话：赶紧全卖了换美债吧！
Tether CEO 直接刚回去：我们赚的钱 15% 都在继续买 BTC，爱咋咋地！
现在全市场都在盯着看：
要么 BTC 继续涨，Tether 成了最硬核的比特币巨鲸，USDT 信仰再上一层楼；
要么哪天币价腰斩，赎回潮一起来，2022 年的噩梦会不会重演？
说真的，90 亿美金的比特币当储备，这波操作不是胆大，是真疯！
你们觉得 Tether 这是在囤核弹，还是在给自己埋雷？
评论区直接开战，我看空我看多都行，来！
#Tether #比特币 #USDT $BTC
Tether持有8.7万枚比特币，这次真要玩大了！
消息确认！真的持有 87,296 枚比特币！
按10.4 万美元的币价算，这波 BTC 直接价值 90.9 亿美元，占 Tether 总储备的 5.6%，几乎是去年同期的两倍！
这事儿之所以炸锅，是因为：
S&P 刚把 USDT 的储备稳定性评级干到“弱”，点名批评“比特币太多、缓冲太薄”
大佬 Jason Calacanis 当众喊话：赶紧全卖了换美债吧！
Tether CEO 直接刚回去：我们赚的钱 15% 都在继续买 BTC，爱咋咋地！
现在全市场都在盯着看：
要么 BTC 继续涨，Tether 成了最硬核的比特币巨鲸，USDT 信仰再上一层楼；
要么哪天币价腰斩，赎回潮一起来，2022 年的噩梦会不会重演？
说真的，90 亿美金的比特币当储备，这波操作不是胆大，是真疯！
你们觉得 Tether 这是在囤核弹，还是在给自己埋雷？
评论区直接开战，我看空我看多都行，来！
#Tether #比特币 #USDT $BTC
加 密 熊:
他们很清楚，没有比特币就没有他们！
Артур Хэйс обеспокоен переходом Tether к резервам в биткоине и золоте
Сооснователь BitMEX Артур Хейс обратил внимание, что Tether незаметно меняет стратегию, на фоне ожиданий новой волны снижения ставок от ФРС.
По его словам, это хорошо видно из последней отчётности компании: объём вложений в гособлигации снижается, а доля биткоина и золота, наоборот, растёт.
Хейс считает, что речь не о случайной ребалансировке. Скорее, это сигнал, что Tether всё увереннее чувствует себя в альтернативных активах, которые обычно растут в цене, когда процентные ставки начинают падать.
Переход Tether к биткоину и золоту может обернуться рисками?
В посте на X Артур Хейс предупредил: новая стратегия Tether не такая уж безобидная. Если биткоин или золото резко упадут в цене, это может ударить по «подушке» собственного капитала компании.
А дальше снова могут всплыть старые вопросы о платёжеспособности USDT. По мнению Хейса, текущее изменение структуры резервов — это очевидная попытка подстроиться под новую макроэкономическую реальность.
Судя по последнему отчёту, общий объём активов Tether составляет около $181 млрд. Основная часть по-прежнему размещена в наличке, гособлигациях США, репо и инструментах денежного рынка.
Кроме того, в отчёте указано почти $13 млрд в драгоценных металлах и около $10 млрд в биткоине. Объём обеспеченных займов превышает $14 млрд, остальная часть распределена по другим активам.
S&P поставило Tether низкую оценку стабильности
Агентство S&P Global Ratings дало Tether «слабую» оценку по показателю стабильности после анализа структуры её резервов.
По мнению аналитиков, компания всё активнее вкладывается в волатильные активы, а это делает USDT уязвимым, если на рынках начнётся турбулентность.
Бывший аналитик Citi: прибыль Tether компенсирует риски по резервам
Бывший аналитик Citi по имени Джозеф считает, что публичная отчётность Tether охватывает только те активы, которые напрямую обеспечивают USDT.
При этом, по его словам, у компании есть отдельный корпоративный баланс, с долями в бизнесах, майнинговыми проектами, внутренними резервами и биткоином, который вообще не отражается в публичных отчётах.
Он уверен, что эти дополнительные активы меняют общую картину рисков. Кроме того, Джозеф называет Tether крайне прибыльной структурой.
По его оценкам, компания владеет примерно $120 млрд в американских гособлигациях с доходностью. С 2023 года эти бумаги приносят Tether около $10 млрд прибыли в год, тогда как операционные расходы остаются минимальными.
В Tether уверены, что компания стабильна и прибыльна
По словам Джозефа, высокая эффективность бизнеса напрямую влияет на капитализацию Tether. Он раскритиковал появлявшиеся ранее оценки, в которых фигурировала сумма в $20 млрд при доходности в 3%. Такие расчёты, по его мнению, сильно завышены и не отражают реальной картины.
Он также подчеркнул, что структура Tether принципиально отличается от банковской. Если банки хранят в ликвидной форме от 5 до 15% депозитов и полагаются на центробанк как страховку, то у Tether нет поддержки. Вместо этого компания компенсирует риски за счёт высокой доходности своих активов.
Паоло Ардоино, бывший CEO Tether, не оставил это без ответа. Он заявил, что особо не переживает из-за оценки от S&P. По его словам, традиционные агентства и раньше не отличались точностью, раз за разом пропуская настоящие угрозы, пока те не взрывались на весь рынок.
Ардоино подчеркнул, что у Tether нет токсичных активов. По его словам, это прибыльная и перекапитализированная структура, которая строится на крепкой базе резервов.
Он добавил, что рост Tether — это часть более масштабного тренда, в котором всё больше людей отходят от классических банков в сторону новых финансовых решений.
#Tether #ArturHayes #USDT🔥🔥🔥 #Write2Earn
$USDT
По его словам, это хорошо видно из последней отчётности компании: объём вложений в гособлигации снижается, а доля биткоина и золота, наоборот, растёт.
Хейс считает, что речь не о случайной ребалансировке. Скорее, это сигнал, что Tether всё увереннее чувствует себя в альтернативных активах, которые обычно растут в цене, когда процентные ставки начинают падать.
Переход Tether к биткоину и золоту может обернуться рисками?
В посте на X Артур Хейс предупредил: новая стратегия Tether не такая уж безобидная. Если биткоин или золото резко упадут в цене, это может ударить по «подушке» собственного капитала компании.
А дальше снова могут всплыть старые вопросы о платёжеспособности USDT. По мнению Хейса, текущее изменение структуры резервов — это очевидная попытка подстроиться под новую макроэкономическую реальность.
Судя по последнему отчёту, общий объём активов Tether составляет около $181 млрд. Основная часть по-прежнему размещена в наличке, гособлигациях США, репо и инструментах денежного рынка.
Кроме того, в отчёте указано почти $13 млрд в драгоценных металлах и около $10 млрд в биткоине. Объём обеспеченных займов превышает $14 млрд, остальная часть распределена по другим активам.
S&P поставило Tether низкую оценку стабильности
Агентство S&P Global Ratings дало Tether «слабую» оценку по показателю стабильности после анализа структуры её резервов.
По мнению аналитиков, компания всё активнее вкладывается в волатильные активы, а это делает USDT уязвимым, если на рынках начнётся турбулентность.
Бывший аналитик Citi: прибыль Tether компенсирует риски по резервам
Бывший аналитик Citi по имени Джозеф считает, что публичная отчётность Tether охватывает только те активы, которые напрямую обеспечивают USDT.
При этом, по его словам, у компании есть отдельный корпоративный баланс, с долями в бизнесах, майнинговыми проектами, внутренними резервами и биткоином, который вообще не отражается в публичных отчётах.
Он уверен, что эти дополнительные активы меняют общую картину рисков. Кроме того, Джозеф называет Tether крайне прибыльной структурой.
По его оценкам, компания владеет примерно $120 млрд в американских гособлигациях с доходностью. С 2023 года эти бумаги приносят Tether около $10 млрд прибыли в год, тогда как операционные расходы остаются минимальными.
В Tether уверены, что компания стабильна и прибыльна
По словам Джозефа, высокая эффективность бизнеса напрямую влияет на капитализацию Tether. Он раскритиковал появлявшиеся ранее оценки, в которых фигурировала сумма в $20 млрд при доходности в 3%. Такие расчёты, по его мнению, сильно завышены и не отражают реальной картины.
Он также подчеркнул, что структура Tether принципиально отличается от банковской. Если банки хранят в ликвидной форме от 5 до 15% депозитов и полагаются на центробанк как страховку, то у Tether нет поддержки. Вместо этого компания компенсирует риски за счёт высокой доходности своих активов.
Паоло Ардоино, бывший CEO Tether, не оставил это без ответа. Он заявил, что особо не переживает из-за оценки от S&P. По его словам, традиционные агентства и раньше не отличались точностью, раз за разом пропуская настоящие угрозы, пока те не взрывались на весь рынок.
Ардоино подчеркнул, что у Tether нет токсичных активов. По его словам, это прибыльная и перекапитализированная структура, которая строится на крепкой базе резервов.
Он добавил, что рост Tether — это часть более масштабного тренда, в котором всё больше людей отходят от классических банков в сторону новых финансовых решений.
#Tether #ArturHayes #USDT🔥🔥🔥 #Write2Earn
$USDT
Asia traders are waking up to a renewed debate around Tether, but this time the conversation looks very different from the old conspiracy-driven noise. The question isn’t whether $USDT collapses, but how its balance sheet behaves under real stress.
Arthur Hayes argues that #Tether rising exposure to bitcoin and gold could shrink its equity cushion if markets turn. #JosephAyoub counters that this view ignores the wider corporate balance sheet, which includes mining operations, equity reserves, and one of the most powerful Treasury portfolios in the world. The real tension sits in liquidity, not solvency. Tether runs with minimal cash and depends on limited banking rails, raising the question of how fast its non-cash assets can be converted during a sudden redemption wave. Most users recycle USDT inside crypto venues, but if a shock in Asia or a regulatory move flips that pattern, the test becomes how quickly Tether can mobilize Treasuries, repos, gold, and bitcoin into dollars. The company points to its 2022 stress test, when it redeemed over two billion dollars in a single day without breaking, but that still leaves open how it would fare in a longer, more chaotic cycle. The value of this latest debate is that it is finally grounded in actual market mechanics rather than fear narratives. As USDT becomes even more central to #Asian trading flows, this level of scrutiny is not only expected but healthy for the entire market.
Arthur Hayes argues that #Tether rising exposure to bitcoin and gold could shrink its equity cushion if markets turn. #JosephAyoub counters that this view ignores the wider corporate balance sheet, which includes mining operations, equity reserves, and one of the most powerful Treasury portfolios in the world. The real tension sits in liquidity, not solvency. Tether runs with minimal cash and depends on limited banking rails, raising the question of how fast its non-cash assets can be converted during a sudden redemption wave. Most users recycle USDT inside crypto venues, but if a shock in Asia or a regulatory move flips that pattern, the test becomes how quickly Tether can mobilize Treasuries, repos, gold, and bitcoin into dollars. The company points to its 2022 stress test, when it redeemed over two billion dollars in a single day without breaking, but that still leaves open how it would fare in a longer, more chaotic cycle. The value of this latest debate is that it is finally grounded in actual market mechanics rather than fear narratives. As USDT becomes even more central to #Asian trading flows, this level of scrutiny is not only expected but healthy for the entire market.
Arthur Hayes warns on Tether’s risk
Tether’s USDT faced a downgrade from S&P Global Ratings which gave the stablecoin a negative weak rating. The report highlighted that Tether has rising exposure to high risk assets such as Bitcoin and gold. In response BitMEX founder Arthur Hayes said that Tether increased its Bitcoin and gold holdings to try to benefit from expected rallies when interest rates fall. He added that if the combined value of Bitcoin and gold dropped by thirty percent it could wipe out Tether’s equity and make USDT technically insolvent.
According to Tether’s own third quarter report the stablecoin was backed by one hundred thirty nine billion in cash and cash equivalents. The rest of its backing included illiquid assets such as Bitcoin gold loans and other instruments. At the same time Tether reported one hundred seventy four billion in USDT liabilities. This means that in a situation where many holders asked for redemption at once Tether would be short around thirty four billion in cash even though total assets slightly exceed total liabilities.
Some analysts agreed with Hayes. Ryan Berckmans from the Ethereum community said that about forty billion in riskier assets should not be treated like cash and called for fully backed reserves. Greg Osuri founder of Akash Network called the difference between cash and total assets a ticking time bomb for USDT.
Other experts disagreed with Hayes. Mr. Anderson said that a thirty percent drop in Bitcoin does not mean insolvency because assets would still roughly match liabilities. He added that the real risk for any stablecoin is managing liquidity if many holders redeem at once. Joseph Ayoub former crypto research lead at Citibank also disagreed and said Tether is not going insolvent and highlighted that the company operates like a money printing machine.
Tether remains one of the largest holders of Bitcoin with around eighty seven thousand BTC worth about eight billion at current prices. The stablecoin has also increased its gold holdings and became the top buyer in the third quarter. Its design is similar to a fractional reserve system like traditional banks where not all assets are fully liquid at once but total assets exceed total liabilities.
In simple terms Tether is solvent on paper but not fully liquid. Analysts are divided on the stability of USDT. Some see a sharp drop in Bitcoin or gold as a serious risk while others say the main challenge is liquidity management during redemptions. Tether continued to increase its Bitcoin and gold reserves in 2025 reaching eighty seven thousand BTC while keeping a large pool of cash and cash equivalents to support USDT.
The discussion shows that while Tether holds enough assets to cover liabilities a sudden market shock or mass withdrawals could still create pressure. The company’s reliance on Bitcoin and gold as part of its reserves adds potential risk but also opportunity if the markets move favorably. Investors and holders are watching closely to see how Tether manages liquidity and maintains the peg of USDT in changing market conditions.
#Tether #BTC #cryptooinsigts #CryptoNewss
According to Tether’s own third quarter report the stablecoin was backed by one hundred thirty nine billion in cash and cash equivalents. The rest of its backing included illiquid assets such as Bitcoin gold loans and other instruments. At the same time Tether reported one hundred seventy four billion in USDT liabilities. This means that in a situation where many holders asked for redemption at once Tether would be short around thirty four billion in cash even though total assets slightly exceed total liabilities.
Some analysts agreed with Hayes. Ryan Berckmans from the Ethereum community said that about forty billion in riskier assets should not be treated like cash and called for fully backed reserves. Greg Osuri founder of Akash Network called the difference between cash and total assets a ticking time bomb for USDT.
Other experts disagreed with Hayes. Mr. Anderson said that a thirty percent drop in Bitcoin does not mean insolvency because assets would still roughly match liabilities. He added that the real risk for any stablecoin is managing liquidity if many holders redeem at once. Joseph Ayoub former crypto research lead at Citibank also disagreed and said Tether is not going insolvent and highlighted that the company operates like a money printing machine.
Tether remains one of the largest holders of Bitcoin with around eighty seven thousand BTC worth about eight billion at current prices. The stablecoin has also increased its gold holdings and became the top buyer in the third quarter. Its design is similar to a fractional reserve system like traditional banks where not all assets are fully liquid at once but total assets exceed total liabilities.
In simple terms Tether is solvent on paper but not fully liquid. Analysts are divided on the stability of USDT. Some see a sharp drop in Bitcoin or gold as a serious risk while others say the main challenge is liquidity management during redemptions. Tether continued to increase its Bitcoin and gold reserves in 2025 reaching eighty seven thousand BTC while keeping a large pool of cash and cash equivalents to support USDT.
The discussion shows that while Tether holds enough assets to cover liabilities a sudden market shock or mass withdrawals could still create pressure. The company’s reliance on Bitcoin and gold as part of its reserves adds potential risk but also opportunity if the markets move favorably. Investors and holders are watching closely to see how Tether manages liquidity and maintains the peg of USDT in changing market conditions.
#Tether #BTC #cryptooinsigts #CryptoNewss
BTC Just Died at 84K. The Real Killer Was Hiding In Plain Sight.
The sudden drop that sent $BTC reeling below $92,000 and liquidating $388 million wasn't a simple reaction to spiking yields in Japan. That was the visible symptom. The reality is far more complex, driven by a dangerous convergence of global fragility.
The foundational stress came from two distinct areas. First, Jim Chanos’s warnings about unprofitable AI firms using GPU collateral introduced a new layer of systemic risk into the capital markets, particularly as growth expectations stall. Second, regulatory tightening from a major Asian central bank created extreme caution, further amplified by collapsing corporate treasury incentives as $BTC shed 23% in a month.
The final, acute pressure point was S&P Global’s decision to downgrade Tether’s reserves. This instantly pressured $USDT liquidity, evidenced by its significant discount in the critical CNY market. The fall to $84,000 reflects profound stablecoin anxiety and a realization that the market is now reacting to fundamental systemic stress, not just traditional yield curve movements.
This is not financial advice.
#Macro
#CryptoAnalysis
#SystemicRisk
#Bitcoin
#Tether
📉
The sudden drop that sent $BTC reeling below $92,000 and liquidating $388 million wasn't a simple reaction to spiking yields in Japan. That was the visible symptom. The reality is far more complex, driven by a dangerous convergence of global fragility.
The foundational stress came from two distinct areas. First, Jim Chanos’s warnings about unprofitable AI firms using GPU collateral introduced a new layer of systemic risk into the capital markets, particularly as growth expectations stall. Second, regulatory tightening from a major Asian central bank created extreme caution, further amplified by collapsing corporate treasury incentives as $BTC shed 23% in a month.
The final, acute pressure point was S&P Global’s decision to downgrade Tether’s reserves. This instantly pressured $USDT liquidity, evidenced by its significant discount in the critical CNY market. The fall to $84,000 reflects profound stablecoin anxiety and a realization that the market is now reacting to fundamental systemic stress, not just traditional yield curve movements.
This is not financial advice.
#Macro
#CryptoAnalysis
#SystemicRisk
#Bitcoin
#Tether
📉
CeFi تعود إلى الواجهة: قروض مركزية تتجاوز 25 مليار دولار وTether تهيمن على 60% من السوق
قفزت أسواق الإقراض المركزية CeFi إلى أعلى مستوياتها منذ 2022، مع وصول القروض القائمة إلى 25 مليار دولار في الربع الثالث 2025، بحسب Galaxy Digital.
الأبرز هو استمرار Tether في لعب دور المزود الرئيسي للسيولة، بامتلاكها 60% من إجمالي القروض المفتوحة — هيمنة تؤكد قوتها في المشهد المالي الرقمي.
لماذا هذا الارتفاع مهم؟
عودة قوية للثقة في منصات الإقراض المركزية بعد فترة طويلة من الانكماش.
طلب مؤسسي متزايد على الاقتراض مقابل ضمانات رقمية.
تعزيز مكانة USDT كأصل رئيسي لتمويل الأنشطة التداولية.
احتمال دخول الأسواق مرحلة توسّع ائتماني جديدة.
عودة الزخم في الإقراض قد تمهد لتحركات أعمق في السوق، وربما بداية فصل جديد من السيولة في عالم الكريبتو.
#CeFi #Tether #USDT
#CryptoMarkets #DigitalAssets
قفزت أسواق الإقراض المركزية CeFi إلى أعلى مستوياتها منذ 2022، مع وصول القروض القائمة إلى 25 مليار دولار في الربع الثالث 2025، بحسب Galaxy Digital.
الأبرز هو استمرار Tether في لعب دور المزود الرئيسي للسيولة، بامتلاكها 60% من إجمالي القروض المفتوحة — هيمنة تؤكد قوتها في المشهد المالي الرقمي.
لماذا هذا الارتفاع مهم؟
عودة قوية للثقة في منصات الإقراض المركزية بعد فترة طويلة من الانكماش.
طلب مؤسسي متزايد على الاقتراض مقابل ضمانات رقمية.
تعزيز مكانة USDT كأصل رئيسي لتمويل الأنشطة التداولية.
احتمال دخول الأسواق مرحلة توسّع ائتماني جديدة.
عودة الزخم في الإقراض قد تمهد لتحركات أعمق في السوق، وربما بداية فصل جديد من السيولة في عالم الكريبتو.
#CeFi #Tether #USDT
#CryptoMarkets #DigitalAssets
🚀 Tether Reshapes Its Balance Sheet Bitcoin and Gold Take Center Stage
Tether has altered its reserve strategy, cutting treasury exposure and boosting Bitcoin and gold holdings. The USDT issuer has reduced government debt exposure and increased its holdings in durable, independent hard assets.
Tether has cut its US Treasury holdings and raised its Gold and Bitcoin reserves. CryptosRus revealed on X that Tether is discreetly preparing for the Federal Reserve's (FED) upcoming rate decreases.
BitMex founder Arthur Hayes says Tether's latest reserve update reveals a move away from US treasuries and further into BTC and gold, indicating a macro change. According to Standard & Poor (S&P) Global, Tether is now investing more in assets with bigger price fluctuations, which might expose USDT in turbulent markets. Tether's S&P Global rating remains low.
Tether CEO Paolo Ardoino disagrees, stating the business has no hazardous assets. He says its quick rise shows a trend toward non-banking financial systems.
Why Tether Breaking Is Hard
Crypto expert Ted Pillows has also commented on the Tether FUD, which is making its rounds again. The company's newest attestation shows a move toward Gold and Bitcoin to counter diminishing interest revenue, fueling the narrative. If these risk assets decline 30%, Tether's equity cushion might vanish, making it insolvent and causing panic.
Ted is stubborn and thinks Tether has endured a decade of FUD and USDT is still at $1.00. Like typical banks, they're entirely liquid yet use fractional reserves. As long as redemptions are reasonable, everything works. A issue arises only when an unreasonable panic causes liquidity stress soon.
Ted says the USDT is backed by US treasuries, yield-generating assets, and risk assets to some extent. This scales to a $174 billion stablecoin. “If someone wants to kill USDT, it's possible, but I highly doubt it,” Ted said.
#Tether #CPIWatch #TrumpTariffs $USDT
Tether has altered its reserve strategy, cutting treasury exposure and boosting Bitcoin and gold holdings. The USDT issuer has reduced government debt exposure and increased its holdings in durable, independent hard assets.
Tether has cut its US Treasury holdings and raised its Gold and Bitcoin reserves. CryptosRus revealed on X that Tether is discreetly preparing for the Federal Reserve's (FED) upcoming rate decreases.
BitMex founder Arthur Hayes says Tether's latest reserve update reveals a move away from US treasuries and further into BTC and gold, indicating a macro change. According to Standard & Poor (S&P) Global, Tether is now investing more in assets with bigger price fluctuations, which might expose USDT in turbulent markets. Tether's S&P Global rating remains low.
Tether CEO Paolo Ardoino disagrees, stating the business has no hazardous assets. He says its quick rise shows a trend toward non-banking financial systems.
Why Tether Breaking Is Hard
Crypto expert Ted Pillows has also commented on the Tether FUD, which is making its rounds again. The company's newest attestation shows a move toward Gold and Bitcoin to counter diminishing interest revenue, fueling the narrative. If these risk assets decline 30%, Tether's equity cushion might vanish, making it insolvent and causing panic.
Ted is stubborn and thinks Tether has endured a decade of FUD and USDT is still at $1.00. Like typical banks, they're entirely liquid yet use fractional reserves. As long as redemptions are reasonable, everything works. A issue arises only when an unreasonable panic causes liquidity stress soon.
Ted says the USDT is backed by US treasuries, yield-generating assets, and risk assets to some extent. This scales to a $174 billion stablecoin. “If someone wants to kill USDT, it's possible, but I highly doubt it,” Ted said.
#Tether #CPIWatch #TrumpTariffs $USDT
TETHER IS THE ULTIMATE BUY SIGNAL
The market is whispering the old fear again. FUD surrounding $USDT is spiking, and the usual suspects are rushing to spread panic about reserves and stability. This is the oldest playbook in crypto, and sophisticated players know exactly what it means.
Historically, the return of deep Tether FUD has served as one of the most reliable sentiment indicators for bottom formation. It marks a period of maximum cynicism—the final shakeout before institutional capital feels comfortable re-entering the market. Instead of running for the exits, look at the data: $USDT remains the most dominant liquidity provider in the space. Its resilience against years of attacks is a testament to its operational gravity.
When everyone is screaming about a collapse, smart money sees the discount. This is not a time for panic selling; it is a time for calm, strategic dollar-cost averaging into core assets like $BTC. The fear is the metric. Use it.
This is not financial advice. Always do your own research.
#CryptoStrategy
#MarketPsychology
#Bitcoin
#DCA
#Tether
💰
The market is whispering the old fear again. FUD surrounding $USDT is spiking, and the usual suspects are rushing to spread panic about reserves and stability. This is the oldest playbook in crypto, and sophisticated players know exactly what it means.
Historically, the return of deep Tether FUD has served as one of the most reliable sentiment indicators for bottom formation. It marks a period of maximum cynicism—the final shakeout before institutional capital feels comfortable re-entering the market. Instead of running for the exits, look at the data: $USDT remains the most dominant liquidity provider in the space. Its resilience against years of attacks is a testament to its operational gravity.
When everyone is screaming about a collapse, smart money sees the discount. This is not a time for panic selling; it is a time for calm, strategic dollar-cost averaging into core assets like $BTC. The fear is the metric. Use it.
This is not financial advice. Always do your own research.
#CryptoStrategy
#MarketPsychology
#Bitcoin
#DCA
#Tether
💰
The Stablecoin Lie Returns
The FUD cycle surrounding $USDT is back on the menu. For those new to the space, this often feels like an existential threat—the potential collapse of the industry's largest liquidity anchor. But for market veterans, this is a distinct, historically reliable contrarian signal.
We have seen this narrative countless times. It creates mandatory panic selling, primarily from weaker hands who mistake recycled rumors for imminent collapse. This induced volatility, however, rarely translates into a systemic failure for the stablecoin itself. Instead, it generates a phenomenal temporary discount on core assets like $BTC.If you are waiting for confirmation, you are waiting too long. The professional move is not to panic sell into the manufactured fear, but to utilize this moment of extreme doubt as a prime metric for dollar-cost averaging (DCA). The market is gifting you cheap entries fueled by old ghost stories.
Not financial advice.
#CryptoAnalysis #BTC #DCA #Tether #MarketPsychology
🧠
The FUD cycle surrounding $USDT is back on the menu. For those new to the space, this often feels like an existential threat—the potential collapse of the industry's largest liquidity anchor. But for market veterans, this is a distinct, historically reliable contrarian signal.
We have seen this narrative countless times. It creates mandatory panic selling, primarily from weaker hands who mistake recycled rumors for imminent collapse. This induced volatility, however, rarely translates into a systemic failure for the stablecoin itself. Instead, it generates a phenomenal temporary discount on core assets like $BTC.If you are waiting for confirmation, you are waiting too long. The professional move is not to panic sell into the manufactured fear, but to utilize this moment of extreme doubt as a prime metric for dollar-cost averaging (DCA). The market is gifting you cheap entries fueled by old ghost stories.
Not financial advice.
#CryptoAnalysis #BTC #DCA #Tether #MarketPsychology
🧠
Citi Analyst Drops Bomb: Why Tether Cant Collapse
The Tether solvency debate just took a massive turn. A former Citi crypto research lead is publicly dismantling the FUD, arguing that critics are looking at incomplete data.
Tether’s true corporate balance sheet is vastly larger than its disclosed reserves, incorporating significant equity holdings and massive mining operations. This is the crucial missing context. Furthermore, Tether generates billions in annual profit purely from its US Treasury holdings. Even in a worst-case scenario where reserve gaps appeared, the company could easily sell corporate equity to cover them, making insolvency highly improbable.
The systemic risk of a $USDT implosion, which would instantly crater $BTC and $ETH, appears fundamentally exaggerated. This isnt just a stablecoin story; its an analysis of the structural integrity supporting the entire market.
Not financial advice. Trade with caution.
#CryptoAnalysis #Tether #Stablecoins #BTC
🧠
The Tether solvency debate just took a massive turn. A former Citi crypto research lead is publicly dismantling the FUD, arguing that critics are looking at incomplete data.
Tether’s true corporate balance sheet is vastly larger than its disclosed reserves, incorporating significant equity holdings and massive mining operations. This is the crucial missing context. Furthermore, Tether generates billions in annual profit purely from its US Treasury holdings. Even in a worst-case scenario where reserve gaps appeared, the company could easily sell corporate equity to cover them, making insolvency highly improbable.
The systemic risk of a $USDT implosion, which would instantly crater $BTC and $ETH, appears fundamentally exaggerated. This isnt just a stablecoin story; its an analysis of the structural integrity supporting the entire market.
Not financial advice. Trade with caution.
#CryptoAnalysis #Tether #Stablecoins #BTC
🧠
TETHER COLLATERAL BOMBSHELL!
Arthur Hayes just unleashed a firestorm on Tether. Paolo Ardoino's $500M monthly profit claim is facing intense scrutiny. Hayes demands clarity on dividend policy. He's questioning target over-collateralization ratios. Illiquid private investments are now a major red flag. This isn't just FUD. It's a direct challenge to $USDT's stability. Brace for impact. Market implications are massive. ACT NOW.
This is not financial advice. Conduct your own due diligence.
#CryptoNews #Tether #MarketAlert #USDT
🚨
Arthur Hayes just unleashed a firestorm on Tether. Paolo Ardoino's $500M monthly profit claim is facing intense scrutiny. Hayes demands clarity on dividend policy. He's questioning target over-collateralization ratios. Illiquid private investments are now a major red flag. This isn't just FUD. It's a direct challenge to $USDT's stability. Brace for impact. Market implications are massive. ACT NOW.
This is not financial advice. Conduct your own due diligence.
#CryptoNews #Tether #MarketAlert #USDT
🚨
The 500 Million Dollar Question Tether Refuses To Answer
Arthur Hayes just delivered a crucial reality check to the stablecoin market. While Tether’s CEO proudly claims $500M in monthly profit thanks to US Treasuries, Hayes is digging deeper, asking about the internal mechanics that truly matter for systemic risk. The issue isn’t the profit; it’s the policy. Does Tether have a defined dividend policy? More critically, are they maintaining verifiable over-collateralization ratios across all asset classes? Treasuries are low risk when liabilities are in USD, but the minute illiquid private investments enter the balance sheet, the collateral buffer needed to absorb sudden market shocks becomes opaque. The stability of $USDT is the foundation of the entire market, and if transparency around these non-Treasury assets remains murky, the resulting doubt could create a massive tail risk for $BTC.This is not financial advice. Do your own research.
#Tether #Stablecoins #CryptoMacro #ArthurHayes #BTC 🧐
Arthur Hayes just delivered a crucial reality check to the stablecoin market. While Tether’s CEO proudly claims $500M in monthly profit thanks to US Treasuries, Hayes is digging deeper, asking about the internal mechanics that truly matter for systemic risk. The issue isn’t the profit; it’s the policy. Does Tether have a defined dividend policy? More critically, are they maintaining verifiable over-collateralization ratios across all asset classes? Treasuries are low risk when liabilities are in USD, but the minute illiquid private investments enter the balance sheet, the collateral buffer needed to absorb sudden market shocks becomes opaque. The stability of $USDT is the foundation of the entire market, and if transparency around these non-Treasury assets remains murky, the resulting doubt could create a massive tail risk for $BTC.This is not financial advice. Do your own research.
#Tether #Stablecoins #CryptoMacro #ArthurHayes #BTC 🧐
🔥 *TETHER TROUBLE?* 🚨
Arthur Hayes sounds the alarm on USDT risk! 😱 S&P Global Ratings downgrades Tether, citing exposure to high-risk assets like Bitcoin & gold.
💸 *The Risk:*
- Tether’s assets: $139B cash + $34B illiquid assets (Bitcoin, gold, loans)
- Liabilities: $174B USDT
- If BTC/gold drops 30%, USDT could be technically insolvent 🙀
🔹 *Hayes’ Warning:*
Tether’s playing a risky game, hoping BTC/gold rally when rates fall. But if they don’t? 💥
👀 *Experts Split:*
- Some: “Tether’s fine, it’s a money printer!”
- Others: “$40B in risky assets = ticking time bomb!”
💡 *The Reality:*
- Tether’s solvent on paper, but liquidity’s the issue
- $8B in Bitcoin & gold reserves – risk or opportunity?
Will USDT hold the peg? The market watches closely! 📊 #Tether #USDT $
Arthur Hayes sounds the alarm on USDT risk! 😱 S&P Global Ratings downgrades Tether, citing exposure to high-risk assets like Bitcoin & gold.
💸 *The Risk:*
- Tether’s assets: $139B cash + $34B illiquid assets (Bitcoin, gold, loans)
- Liabilities: $174B USDT
- If BTC/gold drops 30%, USDT could be technically insolvent 🙀
🔹 *Hayes’ Warning:*
Tether’s playing a risky game, hoping BTC/gold rally when rates fall. But if they don’t? 💥
👀 *Experts Split:*
- Some: “Tether’s fine, it’s a money printer!”
- Others: “$40B in risky assets = ticking time bomb!”
💡 *The Reality:*
- Tether’s solvent on paper, but liquidity’s the issue
- $8B in Bitcoin & gold reserves – risk or opportunity?
Will USDT hold the peg? The market watches closely! 📊 #Tether #USDT $
HAYES: TETHER COLLATERAL IS A TIME BOMB
Arthur Hayes is not debating Tether’s massive profitability—they are reportedly raking in half a billion dollars monthly from US Treasuries alone. The real concern he raised is structural. If $USDT is earning this much, why is the dividend policy opaque? More importantly, the collateral setup needs scrutiny. Treasuries are low risk when liabilities are in USD. But the moment Tether leans into illiquid private investments, the entire over-collateralization buffer becomes suspect. A sudden market shock could expose vulnerabilities hidden within those less transparent assets, creating systemic risk for $BTC and the broader market, including assets like $XRP. This is a crucial fundamental risk that requires absolute clarity, not just record-breaking P&L statements.
This is not financial advice.
#Tether #ArthurHayes #Stablecoins #MacroRisk #Crypto
🧐
Arthur Hayes is not debating Tether’s massive profitability—they are reportedly raking in half a billion dollars monthly from US Treasuries alone. The real concern he raised is structural. If $USDT is earning this much, why is the dividend policy opaque? More importantly, the collateral setup needs scrutiny. Treasuries are low risk when liabilities are in USD. But the moment Tether leans into illiquid private investments, the entire over-collateralization buffer becomes suspect. A sudden market shock could expose vulnerabilities hidden within those less transparent assets, creating systemic risk for $BTC and the broader market, including assets like $XRP. This is a crucial fundamental risk that requires absolute clarity, not just record-breaking P&L statements.
This is not financial advice.
#Tether #ArthurHayes #Stablecoins #MacroRisk #Crypto
🧐
CITI ANALYST: TETHER IS TOO BIG TO FAIL
Former Citi crypto research lead Joseph just delivered a decisive blow to the constant FUD surrounding Tether’s solvency. The core argument is simple: focusing only on the disclosed reserves misses the entire corporate picture. $USDT holds a massive portfolio of equity, mining operations, and other non-reserve assets that provide an enormous systemic buffer. Furthermore, Tether is generating billions in profit annually, largely from their Treasury holdings. This immense profitability and the ability to liquidate corporate equity assets means the threat of insolvency is mathematically remote. For the continued bull structure of $BTC and $ETH, this stability is the most critical fundamental metric.
This is not financial advice.
#Tether #Stablecoins #CryptoFUD #Macro
🔬
Former Citi crypto research lead Joseph just delivered a decisive blow to the constant FUD surrounding Tether’s solvency. The core argument is simple: focusing only on the disclosed reserves misses the entire corporate picture. $USDT holds a massive portfolio of equity, mining operations, and other non-reserve assets that provide an enormous systemic buffer. Furthermore, Tether is generating billions in profit annually, largely from their Treasury holdings. This immense profitability and the ability to liquidate corporate equity assets means the threat of insolvency is mathematically remote. For the continued bull structure of $BTC and $ETH, this stability is the most critical fundamental metric.
This is not financial advice.
#Tether #Stablecoins #CryptoFUD #Macro
🔬
USDT en la Mira: ¿Riesgo Real o Ruido del Mercado?
El debate sobre la solidez de #Tether volvió al centro de la escena tras un cruce de opiniones entre Arthur Hayes (BitMEX) y Paolo Ardoino (Tether). Hayes advierte que la estrategia de riesgo de la empresa podría enfrentar presión si la FED recorta tasas y los ingresos por bonos del Tesoro disminuyen. Según él, la diversificación hacia bitcoin y oro es una jugada inteligente, pero expone a USDT a un escenario donde una caída profunda de estos activos debilitaría su colateral. Para los traders, esta lectura abre un interrogante clave: ¿qué tan resistente es realmente el mayor emisor de stablecoins frente a un cambio brusco en la política monetaria?
Ardoino, por su parte, rechaza que exista fragilidad alguna y califica estas advertencias como FUD. Con más de 181.500 millones de dólares en reservas certificadas, 7.000 millones en exceso de capital y 23.000 millones en ganancias retenidas, asegura que Tether mantiene un colchón robusto incluso ante escenarios de estrés económico. La discusión no es menor: tanto Tether como otros grandes jugadores institucionales apuestan a que $BTC se sostendrá en un entorno de tasas más bajas. Para inversores y analistas, el choque de visiones entre Hayes y Ardoino no solo revela cómo ven el futuro del mercado, sino también cómo podrían posicionarse los grandes tenedores ante una posible fase bajista de Bitcoin.
Si consideras que esta información ha sido útil, te invito a dar un "like" y a suscribirte a mi canal, donde diariamente compartiré contenido relevante sobre el mundo de las criptomonedas.
Aviso Legal ⚠️ La información proporcionada en este canal es únicamente con fines educativos y no debe interpretarse como asesoramiento financiero o estrategias de inversión. No nos hacemos responsables por decisiones tomadas basadas en el contenido presentado.
Ardoino, por su parte, rechaza que exista fragilidad alguna y califica estas advertencias como FUD. Con más de 181.500 millones de dólares en reservas certificadas, 7.000 millones en exceso de capital y 23.000 millones en ganancias retenidas, asegura que Tether mantiene un colchón robusto incluso ante escenarios de estrés económico. La discusión no es menor: tanto Tether como otros grandes jugadores institucionales apuestan a que $BTC se sostendrá en un entorno de tasas más bajas. Para inversores y analistas, el choque de visiones entre Hayes y Ardoino no solo revela cómo ven el futuro del mercado, sino también cómo podrían posicionarse los grandes tenedores ante una posible fase bajista de Bitcoin.
Si consideras que esta información ha sido útil, te invito a dar un "like" y a suscribirte a mi canal, donde diariamente compartiré contenido relevante sobre el mundo de las criptomonedas.
Aviso Legal ⚠️ La información proporcionada en este canal es únicamente con fines educativos y no debe interpretarse como asesoramiento financiero o estrategias de inversión. No nos hacemos responsables por decisiones tomadas basadas en el contenido presentado.
Tether Hit With $34B Liquidity Gap Shock — But USDT Peg Holds Firm at $1
Tether is under the spotlight again after new disclosures revealed a $34 billion gap between its instantly liquid assets and its massive USDT liabilities. While this gap is backed by Bitcoin, gold, and other assets, the revelation has triggered fresh scrutiny — and even a downgrade from S&P Global, which slapped USDT with a “weak” stability rating, its lowest score.
Yet despite the noise, the market reaction? Surprisingly calm.
USDT is still trading at ~$1.000, barely moving, and clocking in with a staggering $70B+ in 24-hour trading volume. With a market cap of $184B, it remains the third-largest crypto, continuing to dominate liquidity across exchanges.
📉 What’s Behind the Liquidity Gap?
• Tether disclosed $174B in USDT liabilities but only $140B in cash + short-term Treasuries, creating a $34B liquidity shortfall.
• The remainder is backed by Bitcoin, gold, and other higher-risk assets, raising concerns that price volatility in these markets could hit Tether’s equity.
• S&P’s downgrade cites increased risk exposure, as Tether’s riskier assets now exceed 5% of reserves.
• CEO Paolo Ardoino fired back, calling the downgrade “misleading” and insisting Tether is overcapitalized and battle-tested through multiple crypto crises.
🔍 Market Outlook & Trading Strategy
• As a stablecoin, USDT isn’t about speculative profit — it’s about reliability.
• Price levels remain tightly anchored around the peg:
• Support: $0.9990
• Resistance: $1.0005
• RSI, MACD, and other indicators stay neutral — exactly what you’d expect from a stablecoin.
• Traders continue using USDT mainly for arbitrage and as a liquidity bridge, not directional bets.
With a $34B liquidity gap exposed and ratings pressure building, the world’s biggest stablecoin faces one of its toughest credibility tests yet. The question now: Does Tether stay unshakable — or is the market simply too calm before a storm?
Follow Wendy for more latest updates
#Tether #USDT #CryptoMarket
Yet despite the noise, the market reaction? Surprisingly calm.
USDT is still trading at ~$1.000, barely moving, and clocking in with a staggering $70B+ in 24-hour trading volume. With a market cap of $184B, it remains the third-largest crypto, continuing to dominate liquidity across exchanges.
📉 What’s Behind the Liquidity Gap?
• Tether disclosed $174B in USDT liabilities but only $140B in cash + short-term Treasuries, creating a $34B liquidity shortfall.
• The remainder is backed by Bitcoin, gold, and other higher-risk assets, raising concerns that price volatility in these markets could hit Tether’s equity.
• S&P’s downgrade cites increased risk exposure, as Tether’s riskier assets now exceed 5% of reserves.
• CEO Paolo Ardoino fired back, calling the downgrade “misleading” and insisting Tether is overcapitalized and battle-tested through multiple crypto crises.
🔍 Market Outlook & Trading Strategy
• As a stablecoin, USDT isn’t about speculative profit — it’s about reliability.
• Price levels remain tightly anchored around the peg:
• Support: $0.9990
• Resistance: $1.0005
• RSI, MACD, and other indicators stay neutral — exactly what you’d expect from a stablecoin.
• Traders continue using USDT mainly for arbitrage and as a liquidity bridge, not directional bets.
With a $34B liquidity gap exposed and ratings pressure building, the world’s biggest stablecoin faces one of its toughest credibility tests yet. The question now: Does Tether stay unshakable — or is the market simply too calm before a storm?
Follow Wendy for more latest updates
#Tether #USDT #CryptoMarket
နောက်ထပ်အကြောင်းအရာများကို စူးစမ်းလေ့လာရန် အကောင့်ဝင်ပါ