稳定币不再只是用于交易

CryptoQuant 的 Ki Young Ju 公布了一些令人兴奋的统计数据：稳定币不再只是加密货币交易的助手。

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，稳定币市场估值为 300 亿美元，但此后已飙升至近 1660 亿美元。这种巨大的增长表明了一种不断发展的趋势，即稳定币正在被更广泛的用例采用。然而，目前这些稳定币中只有 21% 用于交易所交易。

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.

与 2021 年相比，这呈现出截然不同的情况，当时超过一半的稳定币是通过交易所进行交易的。稳定币融入金融策略的这种转变表明，它们现在越来越多地被用作价值储存或汇款工具。

Stablecoins Aren’t Just for Trading Anymore

稳定币不再只是用于交易

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

CryptoQuant 创始人 Ki Young Ju 放弃了一些有趣的统计数据：稳定币不再只是加密货币交易的助手。

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% 的稳定币存在于交易所（与 2021 年超过 50% 相比大幅下降），但…… pic.twitter.com/hG30vrJIJ9

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

— Mario Nawfal 圆桌会议 (@RoundtableSpace) 2024 年 11 月 3 日

Stablecoin Inflows, Market Shifts Highlighting Evolving Trends

稳定币流入、市场变化凸显了不断变化的趋势

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 的创始人 Ki Young Ju 重点介绍了体现这一转变的几个关键事件。 2024 年 7 月第二周，市场稳定币流入量创下历史新高。在稳定币总量中，Tether (USDT) 再次占据了最大的市场份额，占流入量的 75%，令人震惊。

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.

在整个加密生态系统中，稳定币具有特别重要的意义，因为从历史上看，Tether 市值的上升趋势往往先于或伴随着比特币的大幅价格变动。

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，美元硬币（USDC）的兑换存款达到一年来的峰值，达到 2.28 亿美元。这种上涨表明交易者利用较低的价格购买加密资产，从而凸显了稳定币应用的不断发展。

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.

稳定币市值持续扩大，相对于比特币市值的比率大体上保持在过去的峰值。这凸显了它们在市场转变期间促进交易活动的作用，因为稳定币充当买方流动性。

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.

这些趋势展示了稳定币现在如何被整合用于交易所交易之外的目的。它们已成为保值、促进国际资金转移和为投资提供流动性的重要工具。

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，据 CNF 报道，稳定币正在扰乱全球金融体系，影响汇款、点对点支付和货币交易。目前，在欧洲、中东和非洲 (EMEA)，使用 Tether (USDT) 的点对点交易量已超过美国水平。