VISA 表示，機器人交易佔穩定幣交易的 90%

#VISA 加密貨幣主管 Cuy Sheffield 指出，根據資金轉移所涉及的平台，穩定幣交易可能經常被重複計算。

Stablecoin demand has picked up again in 2024, with circulating supply approaching $150 billion, according to data from the Visa Onchain Analytics tool.

根據 Visa Onchain Analytics 工具的數據，穩定幣需求在 2024 年再次回升，流通供應量接近 1,500 億美元。

When looking at the monthly transaction volume, out of the $2.65 trillion of the transfer volume from the last 30 days, only $265 billion was ‘organic.’ While an improvement on an earlier report, this still depicts a huge misrepresentation of these transactions.

從每月交易量來看，過去 30 天的 2.65 兆美元轉帳量中，只有 2,650 億美元是「自然」轉帳。雖然較之前的報告有所改進，但這仍然描述了對這些交易的巨大誤傳。

Their report from May 2024 revealed that of about $2.2 trillion in total transactions in April 2024, just $149 billion originated from “organic payments activity.”

他們 2024 年 5 月的報告顯示，2024 年 4 月約 2.2 兆美元的交易總額中，只有 1,490 億美元來自「有機支付活動」。

REPORT | Bots Account for 90% of Stablecoin Transactions, Says VISA

報告 | VISA 表示，機器人交易佔穩定幣交易的 90%

Cuy Sheffield, Head of Crypto, #VISA, pointed out that stablecoins transactions may frequently be double-counted depending on the platforms involved in fund transfers.

#VISA 加密貨幣主管 Cuy Sheffield 指出，根據資金轉移所涉及的平台，穩定幣交易可能經常被重複計算。

For instance, converting $100 worth of… pic.twitter.com/rsRGIIiYuo

例如，轉換價值 100 美元的… pic.twitter.com/rsRGIIiYuo

— BitKE (@BitcoinKE) May 10, 2024

— BitKE (@BitcoinKE) 2024 年 5 月 10 日

According to Head of Crypto at VISA, Cuy Sheffield, stablecoins transactions may frequently be double-counted depending on the surprising platforms that are involved in the fund transfers. For instance, converting $100 worth of Circle Internet Financial Ltd.’s USDC to PayPal’s PYUSD on the decentralized exchange Uniswap would lead to $200 of total stablecoin volume being recorded on-chain.

VISA 加密貨幣主管 Cuy Sheffield 表示，穩定幣交易可能經常被重複計算，這取決於資金轉移所涉及的令人驚訝的平台。例如，在去中心化交易所 Uniswap 將價值 100 美元的 Circle Internet Financial Ltd. 的 USDC 轉換為 PayPal 的 PYUSD，將導致鏈上記錄的穩定幣總交易量為 200 美元。

Moreover, developers can create automated bot programs that perform activities such as stablecoin arbitrage, liquidity provision, and market making, among others. These activities are vital for sustaining the growing decentralized finance (DeFi) ecosystem. However, the on-chain transactions resulting from interactions with these automated programs don’t resemble settlement in the traditional sense.

此外，開發人員可以創建自動化機器人程式來執行穩定幣套利、流動性提供和做市等活動。這些活動對於維持不斷發展的去中心化金融（DeFi）生態系統至關重要。然而，與這些自動化程序互動產生的鏈上交易並不像傳統意義上的結算。

This situation motivated VISA’s collaboration with Allium Labs to develop an adjusted stablecoin transaction metric. This adjusted metric aims to remove potential distortions that can arise from in-organic activity and other artificial inflationary practices.

這種情況促使 VISA 與 Allium Labs 合作開發調整後的穩定幣交易指標。這項調整後的指標旨在消除無機活動和其他人為通膨做法可能引起的潛在扭曲。

Allium Labs, which provides enterprise-grade blockchain data to companies like VISA, Stripe, and Uniswap Foundation, has seen its data services become more prominent. The startup announced a $16.5 million Series A funding round in July 2024, bringing its total funds raised to $21.5 million.

Allium Labs為VISA、Stripe和Uniswap Foundation等公司提供企業級區塊鏈數據，其數據服務變得更加突出。該新創公司於 2024 年 7 月宣布完成 1,650 萬美元的 A 輪融資，使其籌集的資金總額達到 2,150 萬美元。

“Currently, something as essential as accurately tracking digital currency volumes requires continually normalizing data across 40+ blockchain networks and parsing thousands of smart contracts, equating to petabytes of data,” said Ethan Chan, CEO and Co-Founder of Allium.

Allium 執行長兼聯合創始人Ethan Chan 表示：「目前，像準確追蹤數位貨幣交易量這樣重要的事情需要不斷標準化40 多個區塊鏈網路中的數據並解析數千個智能合約，相當於數拍字節的數據。

“Our goal is that our customers never need to worry about any of this.”

“我們的目標是我們的客戶永遠不需要擔心這些。”

Despite the variance between total transfer volume and bot-adjusted transfer volume, the analytics dashboard by Allium and VISA revealed a consistent increase in monthly active stablecoin users. Across all chains, there were 27.5 million monthly active users, indicating a steady growth trajectory.

儘管總轉帳量和機器人調整的轉帳量之間存在差異，但 Allium 和 VISA 的分析儀表板顯示每月活躍穩定幣用戶持續成長。所有鏈上的月活躍用戶數為 2750 萬，顯示出穩定的成長軌跡。

Latest World Economic Forum Whitepaper Warns of Potential Pitfalls for Country-Led Crypto Regulations

世界經濟論壇最新白皮書警告國家主導的加密貨幣監管存在潛在陷阱

Follow us on X for the latest posts and updates

在 X 上關注我們以獲取最新帖子和更新

Join and interact with our Telegram community

加入我們的 Telegram 社群並互動