Coinbase，Circle和Crypto Rally：是什么驱动了激增？

Circle的IPO和潜在的Stablecoin立法正在加强加密集会，Coinbase有望受益。这是数字金融新时代的开始吗？

The crypto world is buzzing, and at the center of it all are Coinbase, Circle, and a broader crypto rally. Is it just hype, or is there real substance behind the surge?

加密世界正在嗡嗡作响，在其中的中心是Coinbase，Circle和更广泛的加密集会。它只是炒作，还是激增背后有真正的物质？

Stablecoins Steal the Show

Stablecoins偷了节目

Stablecoins are emerging as a serious force in the financial landscape. Venture capitalist Chamath Palihapitiya noted that stablecoin transaction volume has more than doubled Visa's in the first half of 2024. Circle, the issuer of USDC, has seen its stock price skyrocket since its IPO. This growth is not just about speculation; stablecoins are being used for real-world business transactions.

稳定币正成为金融景观中的严重力量。风险投资家Chamath Palihapitiya指出，Stablecoin交易量在2024年上半年的Visa量增加了一倍以上。USDC的发行人Circle自公开募股以来就已经看到其股价飙升。这种增长不仅与猜测有关。 Stablecoins用于现实世界业务交易。

Circle's IPO: A Crypto Milestone

Circle的IPO：加密军团

Circle's IPO on the New York Stock Exchange has been a major catalyst. The company's shares have surged, pushing its market capitalization close to $50 billion. This influx of capital is not only benefiting Circle but also boosting overall investor confidence in the crypto space.

Circle在纽约证券交易所的IPO一直是主要的催化剂。该公司的股票飙升，将其市值接近500亿美元。这种资本的涌入不仅使圈子受益，而且还增强了投资者对加密货币领域的信心。

Legislative Tailwinds

立法风风

The potential passage of the GENIUS Stablecoin Act could provide a regulatory framework for stablecoins, adding further legitimacy to the industry. Treasury Secretary Scott Bessent's comments suggest that the bill is likely to be signed into law, paving the way for greater adoption and innovation.

《天才稳定法案》的潜在通过可以为稳定币提供一个监管框架，从而进一步增加了该行业的合法性。财政部长斯科特·贝斯特（Scott Bessent）的评论表明，该法案可能会签署为法律，为更大的收养和创新铺平了道路。

Coinbase's Role in the Rally

Coinbase在集会中的作用

Coinbase stands to gain significantly from the stablecoin boom. With a revenue share program with Circle, Coinbase is directly benefiting from the increased usage and acceptance of USDC. As stablecoins become more integrated into the financial system, Coinbase is well-positioned to capitalize on this trend.

Coinbase将从Stablecoin繁荣中获得显着增益。通过与Circle的收入共享计划，Coinbase直接受益于USDC的使用和接受。随着Stablecoins越来越多地整合到金融体系中，Coinbase的位置良好，可以利用这一趋势。

A Word on HYPE

关于炒作的一句话

While established players like Coinbase and Circle are leading the charge, other crypto projects are also experiencing significant growth. Hyperliquid's HYPE token has reached new all-time highs, driven by interest in its decentralized exchange (DEX) for perpetual futures. The co-founder of BitMEX, Arthur Hayes, has even suggested that Hyperliquid could surpass Binance in trading volumes.

尽管Coinbase和Circle这样的成熟参与者正在领导这一指控，但其他加密项目也正在经历显着的增长。 Hyperliquid的炒作令牌已经达到了新的历史最高点，这是由于其对永久期货的分散交易所（DEX）的兴趣所推动。 BITMEX的联合创始人Arthur Hayes甚至建议超级流动性可以超过交易量的binance。

The Future is Bright (and Maybe a Little Volatile)

未来是光明的（也许有些波动）

With stablecoins gaining traction, regulatory clarity on the horizon, and innovative projects emerging, the crypto rally seems to have legs. While volatility is always a factor in the crypto world, the underlying trends suggest a more mature and sustainable market. So, buckle up, folks! It's going to be an interesting ride.

随着Stablecoins的吸引力，地平线上的监管清晰度以及新兴的项目，加密集会似乎有腿。尽管波动率始终是加密世界中的一个因素，但潜在的趋势表明了一个更加成熟和可持续的市场。所以，搭扣，伙计们！这将是一个有趣的旅程。