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這個故事的重點是2023年3月美國一些大型銀行的倒閉。
2023 was a year of great turning points for USDT, Tether's stablecoin pegged to the US dollar, so much so that it was even appreciated by banks.
2023 年對 USDT 來說是重大轉折的一年,Tether 與美元掛鉤的穩定幣,甚至受到了銀行的升值。
Crypto news: 2023 turning point for Tether's stablecoin among banks
加密新聞:2023 年 Tether 穩定幣在銀行的轉捩點
The key point of this story was the failure of some large US banks in March 2023.
這個故事的重點是2023年3月美國一些大型銀行的倒閉。
In particular, the closure of Silicon Valley Bank (SVB) led to a loss of dollars for Circle, the issuer of Tether's main rival (USDC).
特別是矽谷銀行(SVB)的倒閉導致 Tether 主要競爭對手(USDC)的發行人 Circle 遭受美元損失。
At that moment, what was commonly considered the safest stablecoin (USDC by Circle) lost its peg to the dollar, although it quickly recovered it when the United States central bank (Fed) intervened to cover all the shortfalls in the failed banks' deposits.
當時,通常被認為是最安全的穩定幣(Circle 的USDC)失去了與美元掛鉤的地位,儘管當美國央行(美聯儲)進行幹預以彌補破產銀行存款的所有缺口時,它很快就恢復了與美元的掛鉤。
USDT by Tether, which already dominated the crypto markets at the time, did not lose anything.
當時已經主導加密貨幣市場的 Tether 的 USDT 並沒有損失任何東西。
At that moment, many stopped using USDC and started using USDT.
在那一刻,許多人停止使用 USDC 並開始使用 USDT。
The trend over time
隨著時間的推移的趨勢
Considering the market capitalization of USDT and USDC, before the implosion of the Terra/Luna crypto ecosystem in May 2022, Tether's stablecoin was worth $83 billion, while Circle's was about $50 billion.
考慮到 USDT 和 USDC 的市值,在 2022 年 5 月 Terra/Luna 加密生態系統崩潰之前,Tether 的穩定幣價值 830 億美元,而 Circle 的穩定幣價值約為 500 億美元。
At that moment, USDT had a capitalization 66% higher than USDC.
當時,USDT 的市值比 USDC 高出 66%。
However, the implosion of Terra/Luna was due to the depegging of their algorithmic stablecoin, UST, from the price of the US dollar, and this generated a lot of fear among USDT holders.
然而,Terra/Luna 的崩潰是由於其演算法穩定幣 UST 與美元價格脫鉤,這在 USDT 持有者中引起了極大的恐懼。
But, despite a 20% drop in market capitalization over three months, Tether's stablecoin did not lose its peg to the dollar, and was thus able to grow again.
但是,儘管三個月來市值下降了 20%,Tether 的穩定幣並沒有失去與美元的掛鉤,因此能夠再次成長。
At that moment, USDT had dropped to $66 billion, while USDC had risen to $55, reducing the gap from 66% to 20%.
此時,USDT 已跌至 660 億美元,而 USDC 已升至 55 美元,差距從 66% 縮小至 20%。
Since then, however, USDC's capitalization began a strong and lasting decline, while USDT's stopped falling.
然而,此後,USDC 的市值開始強勁而持久的下跌,而 USDT 則停止下跌。
2023
2023年
At the beginning of 2023, USDT was still at $67 billion, but USDC had dropped to $44 billion.
2023年初,USDT仍為670億美元,但USDC已跌至440億美元。
With the closure of Silicon Valley Bank in March 2023, USDC's market capitalization plummeted due to the depeg with the dollar, albeit only temporary, and the flight towards other stablecoins.
隨著矽谷銀行於 2023 年 3 月倒閉,由於與美元脫鉤(儘管只是暫時的)以及人們紛紛轉向其他穩定幣,USDC 的市值暴跌。
This collapse stopped only in November of the same year, when it had already fallen to $24 billion. Compared to the peak of $55 billion in July 2022, the loss was 56%.
這種崩潰直到同年11月才停止,當時它已經跌至240億美元。與 2022 年 7 月 550 億美元的高峰相比,損失達 56%。
In January 2023, however, the crypto market had started to recover, so when the flight from USDC occurred in March, many simply turned to USDT, also because Tether's stablecoin had not lost its peg to the dollar.
然而,2023 年 1 月,加密貨幣市場開始復甦,因此當 3 月發生 USDC 拋售時,許多人乾脆轉向 USDT,這也是因為 Tether 的穩定幣並未失去與美元的掛鉤。
Thus, USDT's market capitalization rose to $84 billion, returning to the highs of the previous year.
至此,USDT市值升至840億美元,重回去年高點。
2024 for stablecoins
2024 年穩定幣
Starting from November of last year, a true bull run began in the crypto markets, which concluded only in March of this year.
從去年11月開始,加密貨幣市場開始了真正的多頭市場,直到今年3月才結束。
At that point, both USDT's and USDC's market capitalization grew.
那時,USDT 和 USDC 的市值都成長了。
While Circle's stablecoin has merely returned above $30 billion, USDT's has even jumped above $110 over the course of the rest of the year.
雖然 Circle 的穩定幣回報僅超過 300 億美元,但 USDT 的穩定幣在今年剩餘時間內甚至躍升至 110 美元以上。
At this moment, the gap between the market capitalizations of the first and the second largest stablecoin in the world has skyrocketed to +245%.
此刻,全球第一大穩定幣和第二大穩定幣的市值差距已經飆升至+245%。
USDT's current dominance in the stablecoin market is even 70%, which is more than double all the other stablecoins combined.
USDT 目前在穩定幣市場的主導地位甚至達到 70%,是所有其他穩定幣總和的兩倍多。
Banks are becoming more crypto by approaching Tether's stablecoin (USDT)
銀行透過接近 Tether 的穩定幣(USDT)變得更加加密
From the peak of 2022 to today, the market capitalization of Tether's stablecoin has grown by 37%, while that of USDC has fallen by 38%.
從2022年的頂峰到現在,Tether穩定幣的市值成長了37%,而USDC的市值則下跌了38%。
Although USDT's growth is probably mainly due to the growth of the crypto markets, in conjunction with the decline of USDC, traditional financial institutions may also have played a certain role.
雖然USDT的成長可能主要得益於加密貨幣市場的成長,但結合USDC的下跌,傳統金融機構也可能扮演了一定的角色。
The fact is that to operate directly on the crypto market, it is not convenient to use fiat currency, but stablecoin. This also applies to traditional financial institutions, so even TradFi companies that choose to operate in the crypto markets inevitably end up encountering stablecoin.
事實是,直接在加密市場上操作,不方便使用法幣,而是使用穩定幣。這也適用於傳統金融機構,因此即使是選擇在加密貨幣市場運營的 TradFi 公司最終也不可避免地會遇到穩定幣。
With a dominance of 70%, it is absolutely inevitable that even traditional companies that want to operate in the crypto markets will end up using USDT. Moreover, over time it has also provided greater guarantees of stability, compared to other stablecoins that seemed safer but were not really so.
佔據70%的主導地位,即使是想要在加密貨幣市場運作的傳統公司最終也不可避免地會選擇使用USDT。此外,隨著時間的推移,與其他看起來更安全但實際上並非如此的穩定幣相比,它還提供了更大的穩定性保證。
European MiCA regulation
歐洲 MiCA 法規
However, a turning point could occur in the European Union countries with the introduction of the new crypto regulation (Mi
然而,隨著新的加密貨幣法規的出台,歐盟國家可能會出現轉折點(Mi
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