#稳定币 Recently, I've been observing the moves in the stablecoin space, and it's quite interesting. Tether is planning to acquire Juventus, Interactive Brokers is opening stablecoin deposits, ADNOC is using AE Coin for retail payments, OCC has granted trust licenses to Circle and Ripple—at first glance, these seem like separate events, but in reality, they all point in the same direction: stablecoins are evolving from pure financial instruments into infrastructure.

What I’m most focused on is the expansion of payment scenarios. ADNOC’s 562 gas stations accepting AE Coin is not just a marketing gimmick; it’s a real business scenario. User experience determines whether something can survive; once convenience is proven, adoption will accelerate at an astonishing rate. Allowing stablecoin deposits at Interactive Brokers is similar—eliminating middlemen like centralized exchanges and banks can save large funds a lot of fees and time.

The trust license aspect is even more critical. Once these institutions officially obtain licenses, the risk aversion of institutional investors will significantly decrease. Pension funds and corporate treasuries will seriously consider holding some reserves in stablecoins, especially in an environment where traditional financial interest rates are so low.

In the short term, the supply of stablecoins has already increased from 130 billion to 310 billion, which in itself indicates that the market is re-evaluating this asset class. Looking long-term, I believe the ceiling for stablecoins is far beyond payments—they are transforming into a new financial infrastructure.

If you encounter accounts involved in stablecoin ecosystems when copying trades, consider reducing the copy ratio and observing for a longer period. The logic behind these assets’ price movements is changing; policy shifts and application scenarios often create turning points that traditional technical analysis cannot predict.