VISA 表示，机器人交易占稳定币交易的 90%

#VISA 加密货币主管 Cuy Sheffield 指出，根据资金转移所涉及的平台，稳定币交易可能经常会被重复计算。

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

根据 Visa Onchain Analytics 工具的数据，稳定币需求在 2024 年再次回升，流通供应量接近 1500 亿美元。

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.

从每月交易量来看，过去 30 天的 2.65 万亿美元转账量中，只有 2650 亿美元是“自然”转账。虽然较之前的报告有所改进，但这仍然描述了对这些交易的巨大误传。

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.”

他们 2024 年 5 月的报告显示，2024 年 4 月约 2.2 万亿美元的交易总额中，只有 1,490 亿美元来自“有机支付活动”。

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

报告 | VISA 表示，机器人交易占稳定币交易的 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 加密货币主管 Cuy Sheffield 指出，根据资金转移所涉及的平台，稳定币交易可能经常会被重复计算。

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

例如，转换价值 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 加密货币主管 Cuy Sheffield 表示，稳定币交易可能经常被重复计算，具体取决于资金转移所涉及的令人惊讶的平台。例如，在去中心化交易所 Uniswap 将价值 100 美元的 Circle Internet Financial Ltd. 的 USDC 转换为 PayPal 的 PYUSD，将导致链上记录的稳定币总交易量为 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，开发人员可以创建自动化机器人程序来执行稳定币套利、流动性提供和做市等活动。这些活动对于维持不断发展的去中心化金融（DeFi）生态系统至关重要。然而，与这些自动化程序交互产生的链上交易并不像传统意义上的结算。

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.

这种情况促使 VISA 与 Allium Labs 合作开发调整后的稳定币交易指标。这一调整后的指标旨在消除无机活动和其他人为通胀做法可能引起的潜在扭曲。

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为VISA、Stripe和Uniswap Foundation等公司提供企业级区块链数据，其数据服务变得更加突出。该初创公司于 2024 年 7 月宣布完成 1650 万美元的 A 轮融资，使其筹集的资金总额达到 2150 万美元。

“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 首席执行官兼联合创始人 Ethan Chan 表示：“目前，像准确跟踪数字货币交易量这样重要的事情需要不断标准化 40 多个区块链网络中的数据并解析数千个智能合约，相当于数拍字节的数据。”

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

“我们的目标是我们的客户永远不需要担心这些。”

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.

尽管总转账量和机器人调整的转账量之间存在差异，但 Allium 和 VISA 的分析仪表板显示每月活跃稳定币用户持续增长。所有链上的月活跃用户数为 2750 万，显示出稳定的增长轨迹。

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

世界经济论坛最新白皮书警告国家主导的加密货币监管存在潜在陷阱

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