標準包機預測到2028年2萬億美元的Stablecoin市場

總部位於倫敦的標準銀行週二發布了一份研究報告，預計，如果今年晚些時候批准了《天才法》，到2028年底，史泰布爾幣供應的前所未有。

London-based Standard Chartered bank published a research report on Tuesday, projecting an almost ten-fold increase in the supply of stablecoins by the end of 2028 if the U.S. Congress passes the pending legislation later this year to create a legal framework for the asset class.

總部位於倫敦的標準特許銀行週二發布了一份研究報告，預計，如果美國國會在今年晚些時候通過懸而未決的立法來為資產類別創建法律框架，那麼到2028年底，Stablecoins的供應將近十倍。

There are currently two bills focused on stablecoins that are being reviewed by Congress: the Senate’s Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act and the House’s Stablecoin Transparency and Accountability for a Better Ledger Economy (STABLE) Act. According to recent reports, President Donald Trump is planning on signing both bills into law "sometime before Congress goes on recess in August."

目前，有兩項針對穩定的法案，這些法案正在審查國會：參議院的指導和建立國家創新為美國的穩定法（GENIUS）法案以及眾議院的Stablecoin透明度以及對更好的Ledger經濟（穩定）法案的責任感。根據最近的報導，唐納德·特朗普總統正計劃“在國會在八月進行休會之前的某個時候簽署這兩個法案”。

If the pending bills are indeed enacted by August, Standard Chartered projects a doubling in the growth rate of non-trade-related stablecoin transactions from 50% to 100% per year, which would send the asset category on a trajectory to top $2 trillion in market capitalization, a ten-fold increase from today’s market size of roughly $230 billion.

如果確實到8月制定了待處理的賬單，則標準特許項目的非與貿易相關的穩定交易的增長率從每年的50％到100％增加了一倍，這將使資產類別的軌跡上的資產類別達到最高2萬美元的市值，從當今的市值增長了十倍，從當今的市場尺寸大約230美元的賬單。

“U.S. stablecoin legislation is expected soon, with the GENIUS Act likely to be passed by the summer,” the report explains. “We think this will help total stablecoin supply [to] increase from $230 billion today to $2 trillion by end-2028.”

該報告解釋說：“預計美國穩定立法很快就會在夏天通過。” “我們認為，這將有助於總穩定供應（從今天的2,300億美元增加到2028年的230億美元）。”

If the pending bills are indeed enacted by August, Standard Chartered projects a doubling in the growth rate of non-trade-related stablecoin transactions from 50% to 100% per year, which would send the asset category on a trajectory to top $2 trillion in market capitalization, a ten-fold increase from today’s market size of roughly $230 billion.

如果確實到8月制定了待處理的賬單，則標準特許項目的非與貿易相關的穩定交易的增長率從每年的50％到100％增加了一倍，這將使資產類別的軌跡上的資產類別達到最高2萬美元的市值，從當今的市值增長了十倍，從當今的市場尺寸大約230美元的賬單。

There are currently two bills focused on stablecoins that are being reviewed by Congress: the Senate’s Guiding and Establishing National Innovation for U.S. Stablecoins (GENIUS) Act and the House’s Stablecoin Transparency and Accountability for a Better Ledger Economy (STABLE) Act. According to recent reports, President Donald Trump is planning on signing both bills into law "sometime before Congress goes on August.

目前，有兩項針對穩定的法案，這些法案正在審查國會：參議院的指導和建立國家創新為美國的穩定法（GENIUS）法案以及眾議院的Stablecoin透明度以及對更好的Ledger經濟（穩定）法案的責任感。根據最近的報導，唐納德·特朗普（Donald Trump）總統正計劃簽署這兩項法案，以“國會在八月份去之前的某個時候。

Interestingly, the report also makes a case for stablecoins augmenting U.S. hegemony. Trump’s tariff policies have weakened the U.S. dollar and reduced demand for U.S. assets. But if stablecoins, most of which are USD-denominated, do indeed surge to a $2 trillion market cap, the greenback would likely increase its global dominance extensively.

有趣的是，該報告還提出了加強美國霸權的穩定性的理由。特朗普的關稅政策削弱了美元，減少了對美國資產的需求。但是，如果大多數以USD計數為主導的Stablecoins確實確實提高到了2萬億美元的市值，那麼綠衛很可能會大大提高其全球優勢。

“As stablecoin usage increases, this additional source of USD demand should support USD hegemony,” the report explains. Adding that such dominance will act as a “medium-term offset against the current threat to USD hegemony on the back of tariff concerns.”

該報告解釋說：“隨著穩定使用的使用增加，這種額外的美元需求來源應支持USD霸權。”並補充說，這種主導地位將成為“反對當前對關稅關注的霸權威脅的中期抵消”。