Circle的USDC優勢 - 福音還是禍根？

Circle的本地USDC Stablecoin本月在Solana區塊鏈上發生了重大鑄造，一直在擴大其市場足跡。

Circle’s USDC stablecoin continues to expand its presence within the crypto market, with substantial minting activity occurring on the Solana blockchain. As per data from Spot On Chain, an additional 250 million USDC has been minted on Solana.

Circle的USDC Stablecoin繼續擴大其在加密貨幣市場中的影響力，在Solana區塊鏈上進行了大量的鑄造活動。根據Spot on Chain的數據，Solana上又增加了2.5億美元。

This brings the total USDC issuance on Solana to a staggering $6 billion for the year 2025. Of this, a significant 1.25 billion USDC has been minted in the past week alone, highlighting the growing activity and demand on the Solana network.

這使Solana的總計發行總額達到了2025年的驚人60億美元。僅在過去一周中，就已經鑄造出了12.5億美元的巨大銷售，強調了Solana網絡的增長活動和需求。

However, crypto analytics platform Alphractal raises a concerning point regarding the rising Circle USDC dominance. In a recent post on the X platform, Alphractal notes that this development may not bode well for the crypto market.

但是，Crypto Analytics平台Alphractal提出了關於上升圈USDC優勢的觀點。在最近在X平台上的一篇文章中，Alphractal指出，對於加密市場而言，這種開發可能不會很好。

The platform further adds that the shift in Circle USDC dominance comes amid a decline in altcoins, where substantial sell-offs have led to a large-scale conversion of assets into USDC.

該平台進一步補充說，圈子USDC主導地位的轉變在山寨幣的下降之下，大量拋售導致資產大規模轉換為USDC。

According to Alphractal, many of the altcoin sell-offs are likely driven by traders seeking to minimize risk and transferring their gains into stablecoins. This ultimately contributes to the rising USDC market share.

根據Alphractal的說法，許多Altcoin拋售很可能是由於尋求最大程度地降低風險並將其收益轉移到穩定的商品的商人所驅動的。這最終導致了USDC市場份額的上升。

“An interesting point is that USDC’s dominance has reached a key resistance level, the same as in 2021. If this metric continues to rise, it could be a bearish signal for the crypto market, indicating increased risk aversion. On the other hand, if it declines, it could pave the way for new market highs,” the post reads.

“一個有趣的觀點是，USDC的主導地位已達到關鍵阻力水平，與2021年相同。如果該指標繼續上升，則可能是加密貨幣市場的看跌信號，表明規避風險的增加。另一方面，如果降低，它可能為新市場高處鋪平道路。”帖子寫道。

Solana Stablecoin Supply Surges 73%

Solana Stablecoin供應急劇激增73％

Data from research firm CCData reveals a substantial increase in the total supply of stablecoins on the Solana network.

研究公司CCDATA的數據揭示了Solana網絡上穩定菌的總供應量大幅增加。

From mid-January, the stablecoin supply on Solana has surged by over 73%. This coincides with the launch of the TRUMP and MELANIA meme coins on Solana during Donald Trump’s inauguration, which led to a rapid minting of USDC on the network.

從1月中旬開始，索拉納（Solana）上的穩定供應量增長了73％以上。這與唐納德·特朗普（Donald Trump）就職典禮期間在索拉納（Solana）上推出了特朗普和梅拉尼亞模因硬幣，這導致了網絡上的USDC迅速鑄造。

According to a January 30 report, the stablecoin supply on Solana now stands at $11.1 billion, showcasing an impressive 112% growth since the beginning of the year.

根據1月30日的報告，Solana上的Stablecoin供應現在為111億美元，自今年年初以來增長了112％。

“This increase coincided with a surge of capital inflows to the network following Donald Trump’s launch of his memecoin, $TRUMP, on Solana, which resulted in record [decentralized exchange] trading activity,” the report notes.

報告指出：“這一增長與唐納德·特朗普（Donald Trump）推出了他的成員$ trump在索拉納（Solana）上的資本流入量相吻合，這導致了創紀錄的[分散交易]交易活動。”

Stablecoin Crypto Market Surges to $200 Billion

Stablecoin加密市場飆升至2000億美元

In related news, data analysis platform CCData reported on January 31 that the stablecoin market capitalization has surged by 73%, climbing from $121.18 billion in August 2023 to reach an all-time high of $211 billion.

在相關新聞中，數據分析平台CCDATA在1月31日報告說，Stablecoin市值飆升了73％，從2023年8月的1,21180億美元攀升至歷史最高211億美元。

As the leading stablecoin by market capitalization, USDT reached a record high of $140 billion in December 2023. As of January 31, its market cap stood at $139.4 billion, maintaining a dominance of 63.84%.

作為市值的領先Stablecoin，USDT在2023年12月3日達到了創紀錄的1,400億美元。截至1月31日，其市值為1394億美元，保持統治地位為63.84％。

In Q4 2024, Tether, the issuer of the USDT stablecoin, reported an astronomical profit of $13 billion.

在2024年第4季度，USDT Stablecoin的發行人Tether報告了130億美元的天文利潤。