穩定幣不再只是用於交易

CryptoQuant 的 Ki Young Ju 公佈了一些令人興奮的統計數據：穩定幣不再只是加密貨幣交易的助手。

The stablecoin market was valued at $30 billion in September 2021, but it has since surged to nearly $166 billion. This massive growth indicates an evolving trend where stablecoins are being adopted for a wider range of use cases. However, currently, only 21% of these stablecoins are being used for exchange transactions.

2021 年 9 月，穩定幣市場估值為 300 億美元，但此後已飆升至近 1,660 億美元。這種巨大的增長表明了一種不斷發展的趨勢，即穩定幣正在被更廣泛的用例採用。然而，目前這些穩定幣中只有 21% 用於交易所交易。

This presents a starkly different scenario compared to 2021, when over half of the stablecoins were being traded through exchanges. This shift in the integration of stablecoins into financial strategies suggests that they are now being increasingly utilized as a store of value or a remittance tool.

與 2021 年相比，這呈現出截然不同的情況，當時超過一半的穩定幣是透過交易所進行交易的。穩定幣融入金融策略的這種轉變表明，它們現在越來越多地被用作價值儲存或匯款工具。

Stablecoins Aren’t Just for Trading Anymore

穩定幣不再只是用於交易

CryptoQuant founder Ki Young Ju is dropping some interesting stats: stablecoins are no longer just sidekicks for crypto trades.

CryptoQuant 創辦人 Ki Young Ju 放棄了一些有趣的統計數據：穩定幣不再只是加密貨幣交易的助手。

Right now, only 21% of stablecoins are sitting on exchanges (a huge drop from over 50% in 2021), and yet the… pic.twitter.com/hG30vrJIJ9

目前，只有 21% 的穩定幣存在於交易所（與 2021 年超過 50% 相比大幅下降），但… pic.twitter.com/hG30vrJIJ9

— Mario Nawfal’s Roundtable (@RoundtableSpace) November 3, 2024

— Mario Nawfal 圓桌會議 (@RoundtableSpace) 2024 年 11 月 3 日

Stablecoin Inflows, Market Shifts Highlighting Evolving Trends

穩定幣流入、市場變化凸顯了不斷變化的趨勢

The founder of CryptoQuant, Ki Young Ju, has highlighted several key events that showcase this shift. During the second week of July 2024, a new all-time high in stablecoin inflows into the market was observed. Of the total stablecoins, Tether (USDT) once again commands the lion’s share of the market with a staggering 75% of these inflows.

CryptoQuant 的創辦人 Ki Young Ju 重點介紹了體現這一轉變的幾個關鍵事件。 2024 年 7 月第二週，市場穩定幣流入量創下歷史新高。在穩定幣總量中，Tether (USDT) 再次佔據了最大的市場份額，佔流入量的 75%，令人震驚。

Throughout the crypto ecosystem, stablecoins hold particular significance as historically, uptrends in Tether’s market capitalization have often preceded or accompanied significant price movements in Bitcoin.

在整個加密生態系統中，穩定幣具有特別重要的意義，因為從歷史上看，Tether 市值的上升趨勢往往先於或伴隨著比特幣的大幅價格變動。

In June 2024, exchange deposits of USD Coin (USDC) reached a one-year peak at $228 million. This uptick signaled traders utilizing the lower prices to buy crypto assets, thus highlighting the evolving application of stablecoins.

2024 年 6 月，美元硬幣（USDC）的兌換存款達到一年來的峰值，達到 2.28 億美元。這種上漲表明交易者利用較低的價格購買加密資產，從而凸顯了穩定幣應用的不斷發展。

The market capitalization of stablecoins continued to expand, with ratios大体上 maintaining past peaks relative to the market capitalization of Bitcoin. This underscores their role in facilitating trading activity during market shifts as stablecoins serve as buy-side liquidity.

穩定幣市值持續擴大，相對於比特幣市值的比率大體上維持在過去的高峰。這凸顯了它們在市場轉變期間促進交易活動的作用，因為穩定幣充當買方流動性。

These trends showcase how stablecoins are now being integrated for purposes beyond exchange trading. They have become essential instruments in preserving value, facilitating international money transfers, and providing liquidity for investments.

這些趨勢顯示了穩定幣現在如何被整合用於交易所交易之外的目的。它們已成為保值、促進國際資金轉移和為投資提供流動性的重要工具。

Moreover, as reported by CNF, stablecoins are disrupting the global financial system, impacting remittances, peer-to-peer payments, and currency trading. Currently, peer-to-peer volume using Tether (USDT) has surpassed levels in America across Europe, the Middle East, and Africa (EMEA).

此外，根據 CNF 報告，穩定幣正在擾亂全球金融體系，影響匯款、點對點支付和貨幣交易。目前，在歐洲、中東和非洲 (EMEA)，使用 Tether (USDT) 的點對點交易量已超過美國水準。