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💵 Stablecoin issuers hold hundreds of billions in U.S. Treasuries
Stablecoins serve as a key bridge between digital assets and traditional finance in the cryptocurrency market, and the management of reserve assets by their issuers has garnered significant attention. In recent years, leading stablecoin issuers (such as Tether and Circle, the issuer of USDC) have continuously increased their holdings of U.S. Treasuries, with some surpassing the $100 billion mark. This phenomenon not only reflects the maturity of the stablecoin industry but also reveals its deep ties to the traditional financial system.
Market Size and Reserve Structure
• Global stablecoin market cap reaches $260 billion, accounting for 8% of crypto assets
• Tether holds $120 billion in U.S. Treasuries, surpassing several sovereign nations
• Circle (USDC) holds over $22 billion in U.S. Treasuries
• Approximately 80% of the stablecoin industry's reserves are allocated to U.S. Treasuries
Policy Drivers and Institutional Participation
• The GENIUS Act requires payment stablecoins to maintain a 1:1 reserve, allowing U.S. Treasuries to qualify as assets within 93 days
• European bank Société Générale launches CoinVertible products
• Ant Group, JD.com, and other tech companies deeply engage in the Hong Kong stablecoin market
• The high liquidity and low-risk characteristics of U.S. Treasuries enhance the credit backing of stablecoins
Trading Opportunities
• Monitor the relationship between U.S. Treasury yields and stablecoin premiums/discounts (currently 0.15%-0.25%)
• Track the impact of reserve structure adjustments before the implementation of the GENIUS Act on short-term Treasuries
• Extreme volatility in BTC/ETH may trigger on-chain liquidity rebalancing
Market Sentiment
• 73% of users believe that U.S. Treasury reserves enhance the credit rating of stablecoins
• Some express concerns about the concentration risk of U.S. Treasuries (USDT holdings account for 5.7% of the market)
• Focus on the trend of RWA tokenization and innovative products related to U.S. Treasuries
#Tether #美债
Stablecoins serve as a key bridge between digital assets and traditional finance in the cryptocurrency market, and the management of reserve assets by their issuers has garnered significant attention. In recent years, leading stablecoin issuers (such as Tether and Circle, the issuer of USDC) have continuously increased their holdings of U.S. Treasuries, with some surpassing the $100 billion mark. This phenomenon not only reflects the maturity of the stablecoin industry but also reveals its deep ties to the traditional financial system.
Market Size and Reserve Structure
• Global stablecoin market cap reaches $260 billion, accounting for 8% of crypto assets
• Tether holds $120 billion in U.S. Treasuries, surpassing several sovereign nations
• Circle (USDC) holds over $22 billion in U.S. Treasuries
• Approximately 80% of the stablecoin industry's reserves are allocated to U.S. Treasuries
Policy Drivers and Institutional Participation
• The GENIUS Act requires payment stablecoins to maintain a 1:1 reserve, allowing U.S. Treasuries to qualify as assets within 93 days
• European bank Société Générale launches CoinVertible products
• Ant Group, JD.com, and other tech companies deeply engage in the Hong Kong stablecoin market
• The high liquidity and low-risk characteristics of U.S. Treasuries enhance the credit backing of stablecoins
Trading Opportunities
• Monitor the relationship between U.S. Treasury yields and stablecoin premiums/discounts (currently 0.15%-0.25%)
• Track the impact of reserve structure adjustments before the implementation of the GENIUS Act on short-term Treasuries
• Extreme volatility in BTC/ETH may trigger on-chain liquidity rebalancing
Market Sentiment
• 73% of users believe that U.S. Treasury reserves enhance the credit rating of stablecoins
• Some express concerns about the concentration risk of U.S. Treasuries (USDT holdings account for 5.7% of the market)
• Focus on the trend of RWA tokenization and innovative products related to U.S. Treasuries
#Tether #美债
兰亭社区
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[Repetir] 🎙️ Análise ao vivo! Você conseguiu entrar nessa onda?!?
01 h 14 min. 50 seg. · 2.1k reproduções
Real Digital Stablecoin Plan
Policy Development Dynamics
• China's first "Rare Earth Dedicated RMB Stablecoin" officially launched, adopting a 1:1 fully backed RMB mechanism
• Shanghai regulatory authorities support stablecoins in cross-border payments and RWA applications, but emphasize compliance requirements
• Hong Kong has passed the "Stablecoin Regulation Draft", providing a legal framework for offshore RMB stablecoins
Market Performance Indicators
• The global stablecoin market is expected to exceed $1 trillion by the end of 2025
• Offshore RMB (CNH) pegged stablecoin on-chain trading volume increased by over 35% in a single week
• Related projects like Conflux ecosystem token prices have seen significant increases
Investment Opportunity Analysis
• Cross-border Payments: Utilize the interest rate spread between CNH stablecoins and other currencies for low-risk arbitrage transactions
• Industry Chain Layout: Pay attention to blockchain activities of enterprises in strategic sectors such as rare earths and new energy
• Long-term Allocation: RMB stablecoins are expected to become a compliant entry point for domestic investors to participate in DeFi
Future Development Trends
• Formation of a "Dual-track Parallel" pattern: Digital RMB serves domestic scenarios, while stablecoins expand international applications
• Stablecoins will become an important tool for promoting RMB internationalization
• Investors should pay attention to the linkage effects between the real economy and stablecoins, as well as the progress of regulatory rules
#稳定币
Policy Development Dynamics
• China's first "Rare Earth Dedicated RMB Stablecoin" officially launched, adopting a 1:1 fully backed RMB mechanism
• Shanghai regulatory authorities support stablecoins in cross-border payments and RWA applications, but emphasize compliance requirements
• Hong Kong has passed the "Stablecoin Regulation Draft", providing a legal framework for offshore RMB stablecoins
Market Performance Indicators
• The global stablecoin market is expected to exceed $1 trillion by the end of 2025
• Offshore RMB (CNH) pegged stablecoin on-chain trading volume increased by over 35% in a single week
• Related projects like Conflux ecosystem token prices have seen significant increases
Investment Opportunity Analysis
• Cross-border Payments: Utilize the interest rate spread between CNH stablecoins and other currencies for low-risk arbitrage transactions
• Industry Chain Layout: Pay attention to blockchain activities of enterprises in strategic sectors such as rare earths and new energy
• Long-term Allocation: RMB stablecoins are expected to become a compliant entry point for domestic investors to participate in DeFi
Future Development Trends
• Formation of a "Dual-track Parallel" pattern: Digital RMB serves domestic scenarios, while stablecoins expand international applications
• Stablecoins will become an important tool for promoting RMB internationalization
• Investors should pay attention to the linkage effects between the real economy and stablecoins, as well as the progress of regulatory rules
#稳定币
今日重点关注的财经数据与事件：
2025年8月8日 周五
① 待定 日本执政党自民党召开全体会议
② 07:50 日本6月贸易帐
③ 07:50 日本央行公布审议委员意见摘要
④ 13:30 法国第二季度ILO失业率
⑤ 15:00 瑞士7月消费者信心指数
⑥ 20:30 加拿大7月就业人数
⑦ 22:20 美联储穆萨莱姆发表讲话
⑧ 次日01:00 美国至8月8日当周石油钻井总数
2025年8月8日 周五
① 待定 日本执政党自民党召开全体会议
② 07:50 日本6月贸易帐
③ 07:50 日本央行公布审议委员意见摘要
④ 13:30 法国第二季度ILO失业率
⑤ 15:00 瑞士7月消费者信心指数
⑥ 20:30 加拿大7月就业人数
⑦ 22:20 美联储穆萨莱姆发表讲话
⑧ 次日01:00 美国至8月8日当周石油钻井总数
$BTC
8.8号BTC留意日线能否金叉
6 8 12H有底 1H隐形
上方117200 118300 119086
下方116700 115700 114400
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
8.8号BTC留意日线能否金叉
6 8 12H有底 1H隐形
上方117200 118300 119086
下方116700 115700 114400
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
$ETH
8.8号ETH盘面强势12H金叉 8H上穿
30F 45F高空（看空不做空）
上方4036 4098 4120
下方3881 3825 3770
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
8.8号ETH盘面强势12H金叉 8H上穿
30F 45F高空（看空不做空）
上方4036 4098 4120
下方3881 3825 3770
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
📝This is the currency support and resistance table for tonight's live broadcast and communication with everyone. The market is highly volatile, so be aware of investment risks. Manage your positions well and learn to wait for the right opportunity. Thank you for your companionship along the way.
📢It needs to be stated clearly that all currency analyses mentioned in the live broadcast only represent personal opinions and do not constitute any investment advice!
#BTC #ETH
📢It needs to be stated clearly that all currency analyses mentioned in the live broadcast only represent personal opinions and do not constitute any investment advice!
#BTC #ETH
Ethereum has risen again, can it succeed in reaching the top this time?
#Layer2
Key Drivers
• Technical Upgrade: Layer-2 solutions divert 30% of transaction demand
• Stablecoin Recovery: Circle minted 100 million USDC in a single day, Tether's cross-chain transfer volume increased
• Regulatory Progress: The GENIUS Act provides a compliance framework for stablecoins
• Institutional Participation: Whales increased their holdings by 100,000 ETH (approximately $364 million) on August 6
• Risk Warning: $4.9 billion in options contracts will expire on August 12, expected volatility to increase
Daily trading volume close to historical high: According to Etherscan data, Ethereum's daily trading volume reached 1.87 million transactions, close to the historical high of 1.96 million transactions set in January 2024. This round of trading volume growth is mainly driven by the activity of stablecoins like USDC and Tether, as well as decentralized exchange Uniswap.
Monthly trading volume hits a near four-year high: According to The Block, Ethereum's on-chain monthly trading volume exceeded $238 billion in July 2025, a 70% increase month-over-month. This is also the highest monthly trading volume since December 2021, setting a near four-year record. Meanwhile, in July, the Ethereum network processed 46.67 million transactions, breaking the monthly record, with the number of active addresses on the network reaching 17.55 million, the highest level since May 2021.
DappRadar Senior Analyst and Researcher Sara Gherghelas stated that the increase in Ethereum's trading volume is related to several regulatory developments, including the passage of the U.S. stablecoin regulatory framework GENIUS Act and the approval of multiple Ethereum ETFs. These factors have bolstered market confidence and further increased on-chain activity.
#Layer2
Key Drivers
• Technical Upgrade: Layer-2 solutions divert 30% of transaction demand
• Stablecoin Recovery: Circle minted 100 million USDC in a single day, Tether's cross-chain transfer volume increased
• Regulatory Progress: The GENIUS Act provides a compliance framework for stablecoins
• Institutional Participation: Whales increased their holdings by 100,000 ETH (approximately $364 million) on August 6
• Risk Warning: $4.9 billion in options contracts will expire on August 12, expected volatility to increase
Daily trading volume close to historical high: According to Etherscan data, Ethereum's daily trading volume reached 1.87 million transactions, close to the historical high of 1.96 million transactions set in January 2024. This round of trading volume growth is mainly driven by the activity of stablecoins like USDC and Tether, as well as decentralized exchange Uniswap.
Monthly trading volume hits a near four-year high: According to The Block, Ethereum's on-chain monthly trading volume exceeded $238 billion in July 2025, a 70% increase month-over-month. This is also the highest monthly trading volume since December 2021, setting a near four-year record. Meanwhile, in July, the Ethereum network processed 46.67 million transactions, breaking the monthly record, with the number of active addresses on the network reaching 17.55 million, the highest level since May 2021.
DappRadar Senior Analyst and Researcher Sara Gherghelas stated that the increase in Ethereum's trading volume is related to several regulatory developments, including the passage of the U.S. stablecoin regulatory framework GENIUS Act and the approval of multiple Ethereum ETFs. These factors have bolstered market confidence and further increased on-chain activity.
The probability of the Fed lowering interest rates in September rises to 93.6%
#Fed rate cut
Market Overview
• Bitcoin breaks through $115,000, reaching a high of $115,700, facing resistance in the $116,000-$116,600 range
• Market volatility has significantly decreased, with BTC's 30-day implied volatility dropping to 36.5%, the lowest since October 2023
• Ethereum maintains a consolidation pattern, with institutional investor participation continuing to rise
Rate cut expectations dominate
• The probability of a rate cut in September rises to 93.6%, driven by poor non-farm employment data in July and ongoing inflation easing
• The market expects consecutive rate cuts from September to December, with the target rate possibly dropping to the 3.5%-3.75% range
• Monetary easing will enhance dollar liquidity, lower financing costs, and increase the attractiveness of crypto assets
#Fed rate cut
Market Overview
• Bitcoin breaks through $115,000, reaching a high of $115,700, facing resistance in the $116,000-$116,600 range
• Market volatility has significantly decreased, with BTC's 30-day implied volatility dropping to 36.5%, the lowest since October 2023
• Ethereum maintains a consolidation pattern, with institutional investor participation continuing to rise
Rate cut expectations dominate
• The probability of a rate cut in September rises to 93.6%, driven by poor non-farm employment data in July and ongoing inflation easing
• The market expects consecutive rate cuts from September to December, with the target rate possibly dropping to the 3.5%-3.75% range
• Monetary easing will enhance dollar liquidity, lower financing costs, and increase the attractiveness of crypto assets
Today's Key Economic Data and Events:
Thursday, August 7, 2025
① Pending: The United States begins implementing "reciprocal tariffs"
② Pending: China's July trade balance
③ 14:00: Germany's June seasonally adjusted industrial production month-on-month and trade balance
④ 14:00: UK's July Halifax seasonally adjusted house price index month-on-month
⑤ 14:45: France's June trade balance
⑥ 15:00: Switzerland's July seasonally adjusted unemployment rate
⑦ 16:00: China's July foreign exchange reserves
⑧ 19:00: Bank of England announces interest rate decision and meeting minutes
⑨ 19:30: Bank of England Governor Bailey holds a press conference
⑩ 20:30: Initial jobless claims in the United States for the week ending August 2
⑪ 22:00: U.S. June wholesale sales month-on-month
⑫ 22:00: Federal Reserve's Bostic participates in online fireside chat
⑬ 22:30: U.S. EIA natural gas inventory for the week ending August 1
⑭ 23:00: U.S. July New York Fed 1-year inflation expectations
Thursday, August 7, 2025
① Pending: The United States begins implementing "reciprocal tariffs"
② Pending: China's July trade balance
③ 14:00: Germany's June seasonally adjusted industrial production month-on-month and trade balance
④ 14:00: UK's July Halifax seasonally adjusted house price index month-on-month
⑤ 14:45: France's June trade balance
⑥ 15:00: Switzerland's July seasonally adjusted unemployment rate
⑦ 16:00: China's July foreign exchange reserves
⑧ 19:00: Bank of England announces interest rate decision and meeting minutes
⑨ 19:30: Bank of England Governor Bailey holds a press conference
⑩ 20:30: Initial jobless claims in the United States for the week ending August 2
⑪ 22:00: U.S. June wholesale sales month-on-month
⑫ 22:00: Federal Reserve's Bostic participates in online fireside chat
⑬ 22:30: U.S. EIA natural gas inventory for the week ending August 1
⑭ 23:00: U.S. July New York Fed 1-year inflation expectations
$ETH
8.7号ETH日线级别高空 关注12H能否金叉
目前走在6H盘口 今天主要调整15F 30F级别
上方3746 3770 3824
下方3653 3624 防守3605
整体去关注11号到24号的一个点位和区间
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
8.7号ETH日线级别高空 关注12H能否金叉
目前走在6H盘口 今天主要调整15F 30F级别
上方3746 3770 3824
下方3653 3624 防守3605
整体去关注11号到24号的一个点位和区间
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
$ETH
8.7号ETH日线级别高空 关注12H能否金叉
目前走在6H盘口 今天主要调整15F 30F级别
上方3746 3770 3824
下方3653 3624 防守3605
整体去关注11号到24号的一个点位和区间
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
8.7号ETH日线级别高空 关注12H能否金叉
目前走在6H盘口 今天主要调整15F 30F级别
上方3746 3770 3824
下方3653 3624 防守3605
整体去关注11号到24号的一个点位和区间
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
$BTC
8.7号BTC3日线高空 日线级别回零轴
目前走在4H盘口 2H 隐形
下方114400 113800 113200
上方115200 115700 116400
整体去关注11号到24号的一个点位和区间
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
8.7号BTC3日线高空 日线级别回零轴
目前走在4H盘口 2H 隐形
下方114400 113800 113200
上方115200 115700 116400
整体去关注11号到24号的一个点位和区间
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
📝This is the support and resistance table of the cryptocurrencies we will discuss in the live stream tonight. The market is highly volatile, so please pay attention to investment risks. Manage your positions well and learn to wait for the right opportunity. Thank you for your continued support.
📢It is important to emphasize that all cryptocurrency analyses mentioned in the live stream represent personal opinions and do not constitute any investment advice!
📢It is important to emphasize that all cryptocurrency analyses mentioned in the live stream represent personal opinions and do not constitute any investment advice!
Sun Yuchen申请成为蓝色起源首批登月旅客
据深潮TechFlow报道，8月5日，Sun Yuchen在接受记者MiduYang采访时表示，已向蓝色起源申请成为第一批登月旅客。
据深潮TechFlow报道，8月5日，Sun Yuchen在接受记者MiduYang采访时表示，已向蓝色起源申请成为第一批登月旅客。
Today's key economic data and events to watch:
Tuesday, August 5, 2025
① 09:45 China July S&P Global Services PMI
② 14:45 France June Industrial Production MoM
③ 15:50 France July Services PMI Final
④ 15:55 Germany July Services PMI Final
⑤ 16:00 Eurozone July Services PMI Final
⑥ 16:30 UK July Services PMI Final
⑦ 17:00 Eurozone June PPI MoM
⑧ 20:30 USA June Trade Balance
⑨ 21:45 USA July S&P Global Services PMI Final
⑩ 22:00 USA July ISM Non-Manufacturing PMI
⑪ Next day 04:30 USA API Crude Oil Stock for the week ending August 1
Tuesday, August 5, 2025
① 09:45 China July S&P Global Services PMI
② 14:45 France June Industrial Production MoM
③ 15:50 France July Services PMI Final
④ 15:55 Germany July Services PMI Final
⑤ 16:00 Eurozone July Services PMI Final
⑥ 16:30 UK July Services PMI Final
⑦ 17:00 Eurozone June PPI MoM
⑧ 20:30 USA June Trade Balance
⑨ 21:45 USA July S&P Global Services PMI Final
⑩ 22:00 USA July ISM Non-Manufacturing PMI
⑪ Next day 04:30 USA API Crude Oil Stock for the week ending August 1
$ETH
8.5号ETH关注12H能否金叉 4H 6H 级别有底
日内留意3H调整 30F高空
上方阻力3724 3746 3770极限3808
下方支撑3683 3661 3624 3580
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
8.5号ETH关注12H能否金叉 4H 6H 级别有底
日内留意3H调整 30F高空
上方阻力3724 3746 3770极限3808
下方支撑3683 3661 3624 3580
不见形态不动手 不带止损不开单
(以上内容仅供参考 不做任何投资建议)
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