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P PWenzhen76938
Powerpei🦅
@PWenzhen76938

40 亿美元 这是USD1现在的流通量 一个2025年 3 月才上线的稳定币,到 2026年7月底,已经稳在全球美元稳定币前六 峰值更夸张 今年上半年一度冲到53亿 我第一次注意到这东西,是去年5月 Token2049 前后 阿布扎比主权基金 MGX宣布向币安投资约 20 亿美元,整笔交易全部用 USD1 结算。 一笔单子,直接把供应量从不到2亿拉到 20亿以上 冷启动?不存在的 这是热启动 → → → 倒回去看时间线 2025年3月,USD1 上线以太坊和 BNB Chain 前两个月几乎没人聊,4月底流通不到 2亿美元 然后 MGX那笔 20 亿结算砸下来 十几天,从 2 亿到20亿 这不是零售用户一块一块攒出来的 这是机构级结算直接把盘子撑起来。 → → → 但光有一笔大单不够 后面的故事是政治资本 + 交易所深度绑定 几个关键事实 Aryam Investment,阿布扎比王室相关背景,在 2025 年 1 月(特朗普就职前几天)以约5亿美元拿下 WLFI 大约 49% 股权。 币安把USD1接入BTC和ETH 永续合约的直接结算 不是边缘交易对,是主力合约。 早期持币年化一度给到 15%-20% 后来逐步下调,但窗口期的补贴力度,足够把大资金吸进来。 再加上多链扩展 Solana、Tron 陆续部署 → → → 到2025年底,供应量过30亿 2026 年 Q1,接近 45 亿 今年上半年峰值 53 亿 全球第五左右的位置,仅次于 USDT、USDC、USDS、USDe。 7 月有所回落,目前在 40亿区间 回落的原因不复杂:补贴收窄、WLFI代币本身跌得厉害(目前在 0.058 附近),市场对特朗普概念的溢价在消化。 → → → 我怎么看这个东西 USD1的增长路径,本质上是三条腿: 机构大额结算 MGX 那笔 20 亿是冷启动引擎 交易所补贴 币安的年化激励和合约结算接入 政治资本红利 中东王室入股 + 白宫关联 + OCC 银行牌照申请 零售有机需求?占比很小 这种路径在稳定币赛道极为罕见 USDT 花了好几年才从零到百亿,USDC 也是靠 Coinbase 和 DeFi 夏天慢慢长起来的 USD1 用一年多走完别人三五年的路,但代价是高度依赖外部输血。 补贴一停、政治风向一变,供应量就缩 从 53 亿回到 40 亿,已经在演示这个剧本 → → → 还有一个变量值得盯:OCC 国民银行牌照 2026 年 1 月,WLFI 旗下的 World Liberty Trust 向美国货币监理署提交了银行牌照申请 如果批了,USD1 的发行、托管、赎回全部可以内部闭环,不再依赖BitGo做第三方托管。 这张牌照是USD1 从政治概念币变成合规基础设施的关键一步。 批不批、什么时候批,目前没有时间表 但如果真拿到,那就不只是稳定币的故事了 是特朗普家族直接拿到一张银行牌照。 数据以官方为准,别信二手转述,包括我这篇。 #USD1 #WLFI

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78 replies collected of 90 X reports
金狗阿飞哥 @JingouAfei · 11K

@PWenzhen76938 So that's why it rose so quickly.

original · zh

@PWenzhen76938 原来涨这么快是这个原因

🧠 PocketIQ | Free AI Trading @PocketIQ ·

@PWenzhen76938 🔼 The future is getting smarter.

- 大洋 |买美股上币安 @AnchorNode · 10K

@PWenzhen76938 Investing in financial products lately has been really great!

original · ja

@PWenzhen76938 最近理财是真的非常香

1
K-Line @Maddere7 · 10K

@PWenzhen76938 The part about the 5.3 billion dropping back to 4 billion is the most realistic. The moment the subsidies were withdrawn, the true colors were revealed. Now we just need to see if the OCC license can save the day.

original · zh

@PWenzhen76938 53亿掉回40亿这段最真实,补贴一撤立马现原形,就看OCC那张牌照能不能救场了

币天天 @xiaofeilong99 · 16K

@PWenzhen76938 This isn't a warm start, it's a nuclear start.

original · zh

@PWenzhen76938 这哪是热启动是核启动

澳门驹哥 @0x_Info ·

@PWenzhen76938 It's all driven by big money and politics; it has nothing to do with us. 😂

original · zh

@PWenzhen76938 一看全是大资金和政治那一套顶起来的,跟我们一点关系都没有😂

貓貓毛毛 @caringtank ·

@PWenzhen76938 The subsidies for USD1 before were really generous, but now that the subsidies are gone, I've reduced my holdings.

original · zh

@PWenzhen76938 USD1之前的补贴力度真的很大,最近没了补贴我持有的就变少了

Sophie #买美股上WEEX @hooe9212 · 29K

@PWenzhen76938 Institutional backing is truly powerful.

original · zh

@PWenzhen76938 机构加持就是猛

Pixiu.eth🐬TermMax @lianshangpixiu · 18K

@PWenzhen76938 Large funds enter the market quickly.

original · zh

@PWenzhen76938 大资金进场就是快

@PWenzhen76938 USD1 is climbing pretty fast.

original · ja

@PWenzhen76938 usd1 爬的挺快

Mi1997_ 🧡 |买美股上币安 @Mizaza1997_ ·

@PWenzhen76938 I have it saved up for investment purposes.

original · zh

@PWenzhen76938 我有存着放着理财用

明观 @ViewMing82 · 12K

@PWenzhen76938 Institutional-level settlements are seeing a direct surge in volume; the speed at which USD1 is set is indeed impressive and deserves continued attention!

original · zh

@PWenzhen76938 机构级结算直接起量,USD1这速度确实猛,值得持续关注!

MoCuishle I base.eth 🐬TermMax @liuhuafeng1019 ·

@PWenzhen76938 USD1 has gone from simply throwing money at wealth management to now building its ecosystem, and it can be said that it has captured half of the market.

original · zh

@PWenzhen76938 USD1从撒钱理财开始到现在布局生态,也算是占得半壁江山了

小孩💢 @caicai1953 · 19K

@PWenzhen76938 A key step from politically-driven cryptocurrencies to compliant infrastructure

original · zh

@PWenzhen76938 从政治概念币变成合规基础设施的关键一步

Christian Wu(互關) @CoronaBen3 ·

@PWenzhen76938 The scale of $4 billion has grown too fast.

original · zh

@PWenzhen76938 40 亿美元的规模涨得太快了

beyond5188 @Meta888_hk · 12K

@PWenzhen76938 There's no way around it, the returns on investments are just too stable.

original · zh

@PWenzhen76938 没办法,理财收益太稳了。

1
ソハ|暗号資産 🐬TermMax @All3in4out · 22K

@PWenzhen76938 This growth path is truly impressive.

original · zh

@PWenzhen76938 这个增长路径确实牛

Mr. Hunter @cryptob28811588 · 18K

@PWenzhen76938 I'm really impressed with this leap forward.

original · vi

@PWenzhen76938 Thật sự ấn tượng với cú nhảy vọt này

1
禹攸 | 上Gate玩事件合约 @qxgy88 · 15K

@PWenzhen76938 Going from 200 million to 4 billion is really impressive.

original · zh

@PWenzhen76938 从2亿到40亿真有点东西

Miya @70Seven_Qi · 13K

@PWenzhen76938 It still has to be financial management.

original · zh

@PWenzhen76938 还得是理财呀

@PWenzhen76938 I'm so envious of those who were among the first to redeem their wealth management products.

original · zh

@PWenzhen76938 好羡慕最早兑换理财的

1
禅语解盘 🌊 @ChanyuBTC_33 ·

@PWenzhen76938 Thanks for sharing, USD1's promotions are always good.

original · zh

@PWenzhen76938 感谢分享,usd1 的活动一直都不错

@PWenzhen76938 I'm optimistic about this direction.

original · zh

@PWenzhen76938 看好这个方向

橘啊橘 | 冠名就上薪火 @cicijuju5566 ·

@PWenzhen76938 GM, you're publishing such a high-quality article so early! Awesome, teacher!

original · zh

@PWenzhen76938 GM老师 这么早就发布高质量文章!牛逼呀老师!

timekey.eth🌊RIVER Moss🌶️ @mybitstar ·

@PWenzhen76938 This subsidy is pretty good, I'm optimistic about it.

original · zh

@PWenzhen76938 这个补贴挺不错的,看好

1
小小 @yeyuhaoyangmao ·

@PWenzhen76938 USD1 investment is really great!

original · zh

@PWenzhen76938 usd1的理财真香

1
小卡拉咪 @mimicat3303 ·

@PWenzhen76938 Wow, you're getting more and more amazing!

original · zh

@PWenzhen76938 哇哦越来越厉害了

VitalikPro @LUZELENAALMAZAN ·
1
jiek @EeeQqqwww2426 ·

@PWenzhen76938 Without the support of micro-trading within a robust retail investor ecosystem, the impact on order volume and scale is precipitous once large funds withdraw or adjust their positions.

original · zh

@PWenzhen76938 没有散户底层生态的微型交易打底,大资金一旦撤出或调仓,对单量和规模的冲击就是断崖式的

1
小转转 @xiao_zhuanzhuan · 14K

@PWenzhen76938 This growth is truly astonishing; entering the top six in just over a year, the influence of institutional investors is simply too strong.

original · zh

@PWenzhen76938 这增长真夸张,一年多就进前六,机构力量太强了

YuChen 大王 @YuChen · 12K

@PWenzhen76938 The circulating supply of 100 million is indeed impressive, but frankly speaking, it's just a combination of large institutional orders, Binance subsidies, and political advantages.

original · zh

@PWenzhen76938 亿流通量确实猛,但说白了就是机构大单+币安补贴+政治红利堆出来的

diaosi.eth @XYPKWJ1duvOJoSI ·

@PWenzhen76938 The development momentum is strong and the future is bright. Thank you for sharing, teacher.

original · zh

@PWenzhen76938 发展势头正旺未来一片光明 ,感谢老师分享

Richmond @VictorRich5360 ·

@PWenzhen76938 Aryam Investment, with ties to the Abu Dhabi royal family, acquired approximately 49% of WLFI's shares for about $500 million in January 2025 (a few days before Trump's inauguration). The backing is there.

original · zh

@PWenzhen76938 Aryam Investment,阿布扎比王室相关背景,在 2025 年 1 月(特朗普就职前几天)以约5亿美元拿下 WLFI 大约 49% 股权。大背景背书有了。

APESister Grace | 买美股上币安 @0xXiaoXiong · 37K

@PWenzhen76938 USD1 You accomplished in just over a year what others take three to five years to achieve—that's amazing! Thank you for sharing, teacher! 👍💕

original · zh

@PWenzhen76938 USD1 用一年多走完别人三五年的路,太棒了啊,谢谢老师分享👍💕

Crypto 阿飞 @BTCAFei · 43K

@PWenzhen76938 The price dropped as soon as subsidies stopped; the dependence on subsidies is too strong.

original · zh

@PWenzhen76938 补贴一停就回落,依赖太强

丑丑TX @chouchou_tx · 16K

@PWenzhen76938 binance has consistently provided support and invested significant resources; the resulting share demonstrates the project's strong capabilities.

original · zh

@PWenzhen76938 binance 一直扶持,投入的资源也是巨大的,砸出来的份额,说明项目本身实力雄厚。

1
币胖达 @dalumian1998 ·

@PWenzhen76938 Thanks for sharing, the potential is limitless, let's grow bigger and stronger!

original · zh

@PWenzhen76938 感谢分享,潜力无限做大做强冲

加密旺哥 @TTZTTS · 35K

@PWenzhen76938 Running several years' worth of roads in just over a year is a bit too intense.

original · zh

@PWenzhen76938 一年多跑完几年路有点猛

Byron Wells @byron_well24244 ·

@PWenzhen76938 That's amazing!

original · zh

@PWenzhen76938 这也太猛了

AI观察员_帕鲁 @cybyyds000 ·

@PWenzhen76938 The last sentence at the bottom is the key point of the whole article.

original · zh

@PWenzhen76938 底下的最后一句话才是全文重点

1
Vesper @Vesper2536 ·

@PWenzhen76938 If this license is approved, things will be very different.

original · zh

@PWenzhen76938 这牌照要是批了就大不一样了呀

猪猪熊🐻 | 买美股上币安 @hyyuan99 · 10K

@PWenzhen76938 USD1 is indeed the best investment right now.

original · zh

@PWenzhen76938 USD1确实是现在最好的理财了

ETHREAL @QAQethreal ·

@PWenzhen76938 MGX's 2 billion transaction directly boosted the supply from less than 200 million to over 2 billion, truly demonstrating the power of a "hot start." Institutional settlements, with their one-off transactions, propped up the market much faster than retail accumulation, but later became highly dependent on Binance subsidies and political benefits. The drop from 5.3 billion to 4 billion already validates your logic of external funding.

original · zh

@PWenzhen76938 MGX那笔20亿直接把供应量从不到2亿拉到20亿以上,确实把“热启动”演绎得淋漓尽致。机构结算一锤子买卖把盘子撑起来,比零售慢慢攒快多了,但后面高度依赖币安补贴和政治红利,从53亿回落到40亿已经在验证你说的外部输血逻辑。

Nem @NamLe98 ·

@PWenzhen76938 This growth curve is too exaggerated, it's completely unreasonable.

original · zh

@PWenzhen76938 这增长曲线也太夸张了吧完全不讲道理

Leesa| @Leesa942728 ·

@PWenzhen76938 left after opening the bottle.

original · zh

@PWenzhen76938 开酒后离开

王二狗 | Open to Work @IPFS15 ·

@PWenzhen76938 USD1 is getting more and more awesome!

original · zh

@PWenzhen76938 USD1也是越来越牛逼了!

Crypted K。互fo @fveswvojk066829 ·

@PWenzhen76938 The drop from 5.3 billion to 4 billion is quite crucial. Once the subsidies and political premium recede, their true colors are revealed. If the OCC license is actually approved, will USDT panic?

original · zh

@PWenzhen76938 53亿回落到40亿这段挺关键,补贴和政治溢价一退潮就现原形,那OCC牌照要是真批下来,USDT会不会慌

币圈哲宇_ @zheyu115 · 23K

@PWenzhen76938 If it's approved, it's compliant infrastructure; if it's not, it's just a politically motivated cryptocurrency.

original · zh

@PWenzhen76938 批了就是合规基础设施,不批就是政治概念币

小绵羊 @888CaterinaRomo ·

@PWenzhen76938 The OCC license is a crucial variable.

original · zh

@PWenzhen76938 OCC牌照这变量挺关键的