Circle的USDC优势 - 福音还是祸根？

Circle的本地USDC Stablecoin本月在Solana区块链上发生了重大铸造，一直在扩大其市场足迹。

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继续扩大其在加密货币市场中的影响力，在Solana区块链上进行了大量的铸造活动。根据Spot on Chain的数据，Solana上又增加了2.5亿美元。

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.

这使Solana的总计发行总额达到了2025年的惊人60亿美元。仅在过去一周中，就已经铸造出了12.5亿美元的巨大销售，强调了Solana网络的增长活动和需求。

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提出了关于上升圈USDC优势的观点。在最近在X平台上的一篇文章中，Alphractal指出，对于加密市场而言，这种开发可能不会很好。

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.

该平台进一步补充说，圈子USDC主导地位的转变在山寨币的下降之下，大量抛售导致资产大规模转换为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.

根据Alphractal的说法，许多Altcoin抛售很可能是由于寻求最大程度地降低风险并将其收益转移到稳定的商品的商人所驱动的。这最终导致了USDC市场份额的上升。

“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.

“一个有趣的观点是，USDC的主导地位已达到关键阻力水平，与2021年相同。如果该指标继续上升，则可能是加密货币市场的看跌信号，表明规避风险的增加。另一方面，如果降低，它可能为新市场高处铺平道路。”帖子写道。

Solana Stablecoin Supply Surges 73%

Solana Stablecoin供应急剧激增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的数据揭示了Solana网络上稳定菌的总供应量大幅增加。

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.

从1月中旬开始，索拉纳（Solana）上的稳定供应量增长了73％以上。这与唐纳德·特朗普（Donald Trump）就职典礼期间在索拉纳（Solana）上推出了特朗普和梅拉尼亚模因硬币，这导致了网络上的USDC迅速铸造。

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.

根据1月30日的报告，Solana上的Stablecoin供应现在为111亿美元，自今年年初以来增长了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.

报告指出：“这一增长与唐纳德·特朗普（Donald Trump）推出了他的成员$ trump在索拉纳（Solana）上的资本流入量相吻合，这导致了创纪录的[分散交易]交易活动。”

Stablecoin Crypto Market Surges to $200 Billion

Stablecoin加密市场飙升至2000亿美元

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.

在相关新闻中，数据分析平台CCDATA在1月31日报告说，Stablecoin市值飙升了73％，从2023年8月的1,21180亿美元攀升至历史最高211亿美元。

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%.

作为市值的领先Stablecoin，USDT在2023年12月3日达到了创纪录的1,400亿美元。截至1月31日，其市值为1394亿美元，保持统治地位为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的发行人Tether报告了130亿美元的天文利润。