|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Chainaanalysis 最近針對拉丁美洲進行的一項研究揭示了這一點。他們週三在官方部落格上發表的長文報告了數據
A recent study by Chainalysis dedicated to Latin America reveals a real boom in the use of stablecoin in Argentina.
Chainaanalysis 最近針對拉丁美洲的一項研究表明,穩定幣在阿根廷的使用出現了真正的繁榮。
The long post they published on Wednesday on their official blog reports data that from this perspective puts Argentina on par with Brazil, despite having four and a half times fewer inhabitants.
他們週三在官方部落格上發表的長文報道了一些數據,從這個角度來看,阿根廷與巴西處於同等水平,儘管阿根廷的人口少了四倍半。
The situation in Argentina and the boom of stablecoin
阿根廷的局勢和穩定幣的繁榮
The key to understanding in this case is inflation.
理解這種情況的關鍵是通貨膨脹。
For more than a year now, the annual inflation in Argentina has even exceeded 100%, and for more than three years it has always remained above 50%.
現在一年多來,阿根廷年通膨率甚至超過100%,並且三年多來始終維持在50%以上。
The last time it was below 20% was actually in 2015.
上一次低於 20% 實際上是在 2015 年。
The Chainalysis report highlights that such a situation pushes Argentinians to search for alternatives, compared to their local currency (the Peso), and to protect themselves they often turn to the black market to purchase foreign currencies, particularly United States dollars (USD).
Chainaanalysis 報告強調,這種情況促使阿根廷人尋找與其本國貨幣(比索)相比的替代品,為了保護自己,他們經常轉向黑市購買外幣,特別是美元 (USD)。
The dollars sold on the black market in Argentina are called “blue dollar”, and they are not exchanged at the official exchange rate. In fact, on the official market, it is difficult to purchase dollars in Argentina, and so some decide to explore the world of stablecoins pegged to the US dollar.
阿根廷黑市上出售的美元被稱為“藍美元”,不按官方匯率兌換。事實上,在阿根廷的官方市場上很難買到美元,因此有些人決定探索與美元掛鉤的穩定幣世界。
The report by Chainalysis
Chainaanalysis 的報告
Chainalysis states that it has examined the monthly trading volume of stablecoins with Argentine Pesos (ARS) on a major Latin American exchange, Bitso.
Chainaanalysis 表示,它檢查了拉丁美洲主要交易所 Bitso 上穩定幣與阿根廷比索 (ARS) 的每月交易量。
From this analysis, it emerged that the decreasing value of the peso against the dollar has consistently increased the monthly exchanges of stablecoin.
從這項分析可以看出,比索兌美元的貶值導致穩定幣的每月交易量持續增加。
For example, when the value of ARS fell below $0.004 in July 2023, the monthly value of stablecoin trades rose to over 1 million dollars the following month. And when in December it fell to $0.002, the value of stablecoin trades exceeded 10 million dollars the following month.
例如,當 ARS 的價值在 2023 年 7 月跌破 0.004 美元時,穩定幣的月交易額在次月上升至超過 100 萬美元。當 12 月跌至 0.002 美元時,穩定幣交易價值在隔月就突破了 1000 萬美元。
During 2024, the monthly trading volume of stablecoins in Peso rose again to a peak of over 60 million dollars in March, before starting to decline slightly. Even in June, the monthly volume was about 50 million dollars.
2024 年,以比索計價的穩定幣月交易量在 3 月再次升至超過 6,000 萬美元的峰值,然後開始小幅下降。即使是6月,月成交量也在5000萬美元左右。
Note that during 2022 this monthly volume was close to zero.
請注意,2022 年期間該月交易量接近零。
Argentina is also by far the country in Latin America with the highest volume of transactions in stablecoin as a percentage of the total volume of crypto transactions.
阿根廷也是迄今為止穩定幣交易量佔加密貨幣交易總量百分比最高的拉丁美洲國家。
From this point of view, it is the only one to exceed 60% (61.8%), while the second country in this special ranking turned out to be Brazil with 59.8%. The general average turned out to be only 44.7%, with Bitcoin in second place with 22.3%. In Argentina, however, the percentage of volumes transacted in BTC falls below 15%.
從這一點來看,它是唯一一個超過60%(61.8%)的國家,而本次特殊排名中排名第二的國家竟然是59.8%的巴西。整體平均值僅 44.7%,比特幣則位居第二,為 22.3%。然而,在阿根廷,比特幣交易量的百分比低於 15%。
Furthermore, it is also a leader in the region in terms of the absolute value of cryptocurrencies received, with an estimate of 91.1 billion dollars, even surpassing the 90.3 billion dollars of the much larger Brazil.
此外,就收到的加密貨幣絕對價值而言,它也是該地區的領導者,估計為 911 億美元,甚至超過了面積大得多的巴西的 903 億美元。
Transactions in stablecoin in Argentina
阿根廷的穩定幣交易
One of the most significant data points regarding the analysis of this boom in Argentina is the one concerning the average amount of transactions in stablecoin.
關於分析阿根廷這一繁榮的最重要的數據點之一是有關穩定幣平均交易量的數據點。
In fact, transactions in stablecoins under $10,000 in Argentina are growing at a more sustained pace compared to any other asset, and according to Chainalysis, this suggests that Argentinians view stablecoins as a means to mitigate the effects of inflation and currency devaluation.
事實上,與任何其他資產相比,阿根廷 10,000 美元以下的穩定幣交易增長速度更為持續,根據 Chainaanalysis,這表明阿根廷人將穩定幣視為減輕通貨膨脹和貨幣貶值影響的一種手段。
In the report they write:
他們在報告中寫道:
“Their interest in stablecoins highlights the role of cryptocurrencies in unstable markets and how citizens are able to take better control of their financial future by embracing cryptocurrency, regardless of official monetary policy”.
「他們對穩定幣的興趣凸顯了加密貨幣在不穩定市場中的作用,以及公民如何能夠透過接受加密貨幣來更好地控制自己的財務未來,而不管官方貨幣政策如何」。
Latin America
拉丁美洲
Latin America was found to be responsible for 9.1% of global crypto transaction volumes between July 2023 and June 2024, with nearly 415 billion dollars received in cryptocurrencies. From this perspective, it even surpassed East Asia, despite having far fewer inhabitants.
2023 年 7 月至 2024 年 6 月期間,拉丁美洲佔全球加密貨幣交易量的 9.1%,加密貨幣交易金額近 4,150 億美元。從這個角度來看,它甚至超越了東亞,儘管人口少得多。
It also turned out to be the second fastest-growing region this year, with a year-on-year growth rate of about 42.5%, second only to that of Sub-Saharan Africa.
它也成為今年成長第二快的地區,年成長率約42.5%,僅次於撒哈拉以南非洲。
However, the report highlights that in Latin America, the majority of traded volumes come from institutional and professional investors (entities that conduct transactions over $10,000), and that centralized exchanges (CEX) are the most popular service.
然而,報告強調,在拉丁美洲,大部分交易量來自機構和專業投資者(進行交易超過 10,000 美元的實體),而中心化交易所 (CEX) 是最受歡迎的服務。
This also means that the Argentine boom is specific to the country and not shared by all the other countries in the region.
這也意味著阿根廷的繁榮是該國特有的,而不是該地區所有其他國家共享的。
The report also reveals that four of the top 20 countries in the Global Adoption Index are located in Latin America: Brazil (9th), Mexico (13th), Venezuela (14th), and Argentina (15th).
報告也顯示,全球採用指數排名前 20 名的國家中有 4 個位於拉丁美洲:巴西(第 9 名)、墨西哥(第 13 名)、委內瑞拉(第 14 名)和阿根廷(第 15 名)。
So not only is the particular situation in Argentina causing the use of stablecoins to spread widely in
因此,不僅阿根廷的特殊情況導致穩定幣的使用在其他國家廣泛傳播
免責聲明:info@kdj.com
所提供的資訊並非交易建議。 kDJ.com對任何基於本文提供的資訊進行的投資不承擔任何責任。加密貨幣波動性較大,建議您充分研究後謹慎投資!
如果您認為本網站使用的內容侵犯了您的版權,請立即聯絡我們(info@kdj.com),我們將及時刪除。
-
- 比特幣(BTC)削減了周四通膨導致的損失
- 2024-10-11 22:20:01
- 本文最初發表於 CoinDesk 的每日新聞通訊 First Mover,介紹了加密貨幣市場的最新動態。