USDC strategically issues 350 million additional coin | The end battle of stablecoin that BlackRock and Deutsche Bank are betting on | The stablecoin competition under the new SEC regulations | Circle's 350 million USDC minting | USDC issuance 24 hour

USDC issued 350 million additional pieces in two hours, highlighting the deepening of the global stablecoin battle. The United States loosens supervision and Hong Kong strictly regulates the difference, with a market size of US$267 billion, led by USDT and USDC, and emerging forces rose. USDC has ambitions such as taking over institutional needs and binding US bonds, and also faces challenges such as relying on US bonds and competition for profits. The scale may reach 1.6 trillion in the future, focusing on RWA, multi-chain, etc., and supervision and capital reshaping the pattern. #USDC issued an additional 350 million coins within two hours, becoming a signal that the global #stable currency battle has entered the deep waters. This incident occurred when #U.S. SEC designated compliant stablecoins as "cash equivalent" and Hong Kong launched the strictest "Stablecoin Ordinance", highlighting the "east-east-to-east-division" pattern of global regulation. Previously, USDC issuer #Circle raised $1.1 billion through its IPO, with a valuation of $8.1 billion. Giants such as #BlackRock participated in the investment, indicating that traditional capital's confidence in compliant stablecoins has soared. Stablecoins have evolved from crypto trading intermediate currencies to a core bridge connecting traditional finance and blockchain, and have even become a new distribution channel for US Treasury bonds. The current stablecoin market size is US$267 billion, with an additional US$13.5 billion in a single month, and competition is fierce. USDT accounts for 61.6% of its share with a market value of US$164.7 billion, leading by relying on its first-mover advantage and scenario penetration; USDC follows closely with a market value of US$64 billion, and is recognized by institutions with its compliance label; among emerging forces, Ethena's USDe's monthly growth rate is 62.55%, PayPal's PYUSD relies on merchant network to expand payment scenarios, Deutsche Bank issues euro stablecoin EURA, and Chinese institutions such as Bank of China Hong Kong also plan to apply for the first batch of stablecoin licenses in Hong Kong, and competition in the Asian market will intensify. USDC's additional issuance hidden three strategic ambitions: First, it is to undertake the needs of traditional institutions. After the SEC positioning is clear, the demand for banks and funds has skyrocketed, and Coinbase and others launched USDC wealth management products with an annualized 4%; second, it is to bind US Treasury bonds, and users' purchase of coins flows to US bonds, forming a cycle supporting US fiscal financing; third, it is betting on cross-border payments and physical asset tokenization (RWA), and Circle's fundraising focuses on Asian licenses and technology research and development, and has become a settlement currency for multiple RWA projects. Rulang Xin Technology's new energy project used its settlement financing of 100 million yuan, and the fundraising cycle shrank from several months to 3 days. However, USDC faces multiple challenges: 99% of its revenue relies on US Treasury interest, and the Federal Reserve's interest rate cut will directly impact income; payment scenarios cannot penetrate USDT, and emerging markets recognize USDT flexibility; Hong Kong strictly requires comprehensive KYC, blocking the possibility of cooperation with DeFi agreements, and Hong Kong is the core of its Asian strategy; at the same time, it needs to cope with the competitive pressure of competitors such as PayPal and Ethena. In the future, the stablecoin market will show five major trends: First, the scale may increase from 267 billion to 1.6 trillion US dollars in 2030, becoming a new global financial infrastructure; Second, RWA becomes the main battlefield, Hong Kong will give tax incentives to green energy projects, bonds, real estate, etc. will be put on the chain, and stablecoins will be used as settlement blood to improve asset circulation efficiency; Third, multi-chain coexistence becomes the norm, cross-chain speed, cost and security determine competitiveness; Fourth, regulatory shaping pattern, the United States opens, Hong Kong's strictness, European MiCA licenses and other differentiated markets, and compliance becomes the bottom line of survival; Fifth, the US dollar stablecoin is bound to US bonds, becoming a global capital diversion tube, strengthening the influence of the US dollar's digital age. The boundaries between tradition and crypto finance have been broken, and events such as BlackRock's investment participation, Deutsche Bank's currency issuance, and the layout of Chinese banks have marked the deepening of change. The technological innovation, regulatory game and capital competition in the stablecoin market will reshape the global financial landscape and bring a more efficient financial experience. [Note⚠️, cryptocurrencies are high-risk investments, and you may lose all your principal. If you don’t understand, it is recommended not to participate. This video does not have any investment advice, it is shared only as information] #USDC strategic additional issuance#BlackRock#SEC new regulations#stable currency competition#Circle#Hong Kong regulatory