Odaily星球日报讯 稳定币长期以来一直是加密生态系统的基石，其不断上升的实用性正在吸引风险投资家的新兴趣。推动行业重燃热情的主要原因是 Stripe 斥资 11 亿美元收购稳定币支付平台 Bridge，这是加密货币历史上最大的一笔交易。加密货币风投机构 Nascent 联合创始人 Dan Elitzer 表示，这次收购“让很多人感到非常自豪，这是在相对较短的时间内完成的一次重大交易。所以，这是非常真实的。” VanEck Ventures 普通合伙人、前 Circle Ventures 成员 Juan Lopez 也称 Stripe-Bridge 交易是“巨大的验证”，并指出了其连锁反应。Lopez 表示，像 Yellow Card（一家获得非洲牌照的出入金平台）和 Felix Pago（一家与 WhatsApp 集成的稳定币汇款服务）这样的初创公司也正在获得发展势头，因为它们展示了稳定币在加密货币交易之外的实用性。他预测，在未来 3-5 年内，美国-墨西哥汇款额的约 30%（每年总额的约 200 亿美元）可能使用稳定币。 Galaxy Ventures 普通合伙人 Will Nuelle 也表示，稳定币的非加密用例将加速发展。贸易融资和支付处理等用例每年已达到 2000-2500 亿美元，并且年增长率达到 100%。他预计到 2026 年底，这一数字将达到年化 1 万亿美元，占全球跨境企业对企业（B2B）支付市场份额的 1%以上。 Blockchain Capital 普通合伙人 Kinjal Shah 也称稳定币是一个“万亿美元的机会”，它将改变支付和金融科技。同样，Canaan Partners 风险投资合伙人、Stripe 和 PayPal 前负责人 Dana Malman Warren 也强调了稳定币在解决跨境支付效率低下问题方面的潜力，传统系统在跨境支付方面仍然成本高昂且速度缓慢。 在监管方面，进展令人更加乐观。CoinFund 创始人、执行合伙人兼首席执行官 Jake Brukhman 称，欧盟的加密资产市场（MiCA）监管和美国拟议的稳定币立法是关键发展。他补充说，特朗普领导下的加密友好型领导可能会进一步加速进展，使稳定币有可能在美国实现监管清晰度。（The Block）

Odaily星球日报讯 稳定币长期以来一直是加密生态系统的基石，其不断上升的实用性正在吸引风险投资家的新兴趣。推动行业重燃热情的主要原因是 Stripe 斥资 11 亿美元收购稳定币支付平台 Bridge，这是加密货币历史上最大的一笔交易。加密货币风投机构 Nascent 联合创始人 Dan Elitzer 表示，这次收购“让很多人感到非常自豪，这是在相对较短的时间内完成的一次重大交易。所以，这是非常真实的。”VanEck Ventures 普通合伙人、前 Circle Ventures 成员 Juan Lopez 也称 Stripe-Bridge 交易是“巨大的验证”，并指出了其连锁反应。Lopez 表示，像 Yellow Card（一家获得非洲牌照的出入金平台）和 Felix Pago（一家与 WhatsApp 集成的稳定币汇款服务）这样的初创公司也正在获得发展势头，因为它们展示了稳定币在加密货币交易之外的实用性。他预测，在未来 3-5 年内，美国-墨西哥汇款额的约 30%（每年总额的约 200 亿美元）可能使用稳定币。Galaxy Ventures 普通合伙人 Will Nuelle 也表示，稳定币的非加密用例将加速发展。贸易融资和支付处理等用例每年已达到 2000-2500 亿美元，并且年增长率达到 100%。他预计到 2026 年底，这一数字将达到年化 1 万亿美元，占全球跨境企业对企业（B2B）支付市场份额的 1%以上。Blockchain Capital 普通合伙人 Kinjal Shah 也称稳定币是一个“万亿美元的机会”，它将改变支付和金融科技。同样，Canaan Partners 风险投资合伙人、Stripe 和 PayPal 前负责人 Dana Malman Warren 也强调了稳定币在解决跨境支付效率低下问题方面的潜力，传统系统在跨境支付方面仍然成本高昂且速度缓慢。在监管方面，进展令人更加乐观。CoinFund 创始人、执行合伙人兼首席执行官 Jake Brukhman 称，欧盟的加密资产市场（MiCA）监管和美国拟议的稳定币立法是关键发展。他补充说，特朗普领导下的加密友好型领导可能会进一步加速进展，使稳定币有可能在美国实现监管清晰度。（The Block）

VanEck Ventures合伙人：未来3-5年内美国-墨西哥约30%汇款额可能使用稳定币

Odaily Report: Stablecoins have long been the cornerstone of the crypto ecosystem, and their growing utility is attracting new interest from venture capitalists. The main driver behind the industry's renewed enthusiasm is Stripe's $1.1 billion acquisition of stablecoin payment platform <Bridge>, the largest crypto deal in history. Nascent co-founder Dan Elitzer said the acquisition "made a lot of people very proud, as it was a major transaction completed in a relatively short period of time. So, it's very real." VanEck Ventures partner and former <Circle Ventures> member Juan Lopez also called the Stripe-Bridge deal a "huge validation" and pointed to its ripple effects. Lopez noted that startups like <Yellow Card> (an Africa-licensed on/off-ramp platform) and <Felix Pago> (a stablecoin remittance service integrated with WhatsApp) are also gaining traction, as they demonstrate the utility of stablecoins beyond crypto trading. He predicted that within the next 3-5 years, around 30% (about $20 billion annually) of US-Mexico remittances could use stablecoins. <Galaxy Ventures> partner Will Nuelle also said the non-crypto use cases of stablecoins will accelerate. Trade finance and payment processing use cases already reach $200-250 billion annually, growing at 100% per year. He expects this to reach $1 trillion annualized by the end of 2026, accounting for over 1% of the global cross-border B2B payments market. <Blockchain Capital> partner Kinjal Shah also called stablecoins a "trillion-dollar opportunity" that will transform payments and fintech. Similarly, <Canaan Partners> VC partner and former Stripe and PayPal executive Dana Malman Warren emphasized the potential of stablecoins in solving the inefficiencies of cross-border payments, where traditional systems remain costly and slow. On the regulatory front, progress is more optimistic. <CoinFund> founder, managing partner, and CEO Jake Brukhman said the EU's <Crypto Asset Markets (MiCA)> regulation and proposed US stablecoin legislation are key developments. He added that crypto-friendly leadership under Trump may further accelerate progress, potentially achieving regulatory clarity for stablecoins in the US.

Odaily Report: Stablecoins have long been the cornerstone of the crypto ecosystem, and their growing utility is attracting new interest from venture capitalists. The main driver behind the industry's renewed enthusiasm is Stripe's $1.1 billion acquisition of stablecoin payment platform <Bridge>, the largest crypto deal in history. Nascent co-founder Dan Elitzer said the acquisition "made a lot of people very proud, as it was a major transaction completed in a relatively short period of time. So, it's very real." VanEck Ventures general partner and former <Circle Ventures> member Juan Lopez also called the Stripe-Bridge deal a "huge validation" and pointed to its ripple effects. Lopez noted that startups like <Yellow Card> (an Africa-licensed on/off-ramp platform) and <Felix Pago> (a stablecoin remittance service integrated with WhatsApp) are also gaining traction, as they demonstrate the utility of stablecoins beyond crypto trading. He predicted that within the next 3-5 years, around 30% (about $20 billion annually) of US-Mexico remittances could use stablecoins. <Galaxy Ventures> general partner Will Nuelle also said the non-crypto use cases of stablecoins will accelerate. Trade finance and payment processing use cases already reach $200-250 billion annually, growing at 100% per year. He expects this to reach $1 trillion annualized by the end of 2026, accounting for over 1% of the global cross-border B2B payments market. <Blockchain Capital> general partner Kinjal Shah also called stablecoins a "trillion-dollar opportunity" that will transform payments and fintech. Similarly, <Canaan Partners> venture partner and former Stripe and PayPal executive Dana Malman Warren emphasized the potential of stablecoins in solving the inefficiencies of cross-border payments, where traditional systems remain costly and slow. On the regulatory front, progress is more optimistic. <CoinFund> founder, managing partner, and CEO Jake Brukhman said the EU's <Crypto Asset Markets (MiCA)> regulation and proposed US stablecoin legislation are key developments. He added that crypto-friendly leadership under Trump may further accelerate progress, potentially achieving regulatory clarity for stablecoins in the US.

VanEck Ventures partner: About 30% of remittances between the United States and Mexico may use stablecoins in the next 3-5 years

The payment industry today is dominated by gatekeepers who charge high fees, undermining the profitability of every business they touch, and defend these fees in the name of universality and convenience - while stifling competition and limiting the creativity of builders.
<Stablecoins can do better.>
<Stablecoins have lower fees, more competition among payment providers, and broader accessibility. By reducing transaction costs to nearly zero, they can free businesses from the frictions of existing alternatives. The adoption of stablecoins will start with the businesses most impacted by the current payment methods, a process that will disrupt...>

a16z: How will stablecoins eat into the payments industry? What happens after that?

Odaily reported that Jeremy Allaire, the CEO of stablecoin issuer <Circle>, recently gave a 40-minute interview. He disclosed that the dominance of the US dollar stablecoin is a continuation of the global financial system, as most international trade, transactions, and financial products are denominated in US dollars, so the demand for stablecoins is naturally dominated by the US dollar. Additionally, the adoption of regional stablecoins such as the Euro and Japanese Yen will grow gradually in their local markets, with <Euro Coin> becoming the largest euro stablecoin in the market. Jeremy Allaire also stated that Hong Kong has become a core business development region for <Circle>, as Hong Kong's role as a global trade and capital flow hub will help <Circle> expand its business in the Asian market. Currently, <Circle> is establishing a currency exchange service in Hong Kong to facilitate local users to easily create and exchange <USDC>.

Circle CEO: USDC exchange service is being established in Hong Kong, and the US dollar stablecoin is the continuation of the global financial system

Chủ chú sóc tạo cảm hứng for <MEME> PNUT claims that Binance and many other organizations have violated intellectual property rights by using this squirrel image without permission.

Binance is sued for <meme> copyright...