标准包机预计到2028年有2万亿美元的Stablecoin供应

标准包机认为，到2028年，Stablecoin供应量可能会膨胀到2万亿美元，驱动了1.6万亿美元的新需求美国国债账单

Standard Chartered predicts that the total supply of stablecoins could swell to $2 trillion by 2028. This surge in stablecoins would be fueled by the upcoming U.S. legislation, which aims to create a regulatory framework for stablecoins, ultimately driving $1.6 trillion in new demand for U.S. Treasury bills.

Standard Chartered预测，到2028年，Stablecoins的总供应可能会膨胀至2万亿美元。即将到来的美国立法将助长Stablecoins的这种激增，该立法旨在为Stablecoins创建一个监管框架，最终在新的库存账单中推动1.6瓦。

The report, authored by StanChart’s head of digital assets research Geoffrey Kendrick, focuses on the implications of the U.S. GENIUS Act, specifically designed to integrate stablecoins into the existing financial system.

该报告由Stanchart的数字资产研究主管Geoffrey Kendrick撰写，重点介绍了《美国天才法案》的含义，该法案专门旨在将Stablecoins整合到现有的金融体系中。

This bill, which cleared the Senate Banking Committee in March and is expected to be signed into law by summer, is set to impose strict regulations on stablecoin issuers, requiring them to maintain full reserves in highly liquid U.S. assets.

该法案于3月份清除了参议院银行委员会，预计将在夏季签署为法律，该法案将对Stablecoin发行人施加严格的法规，要求他们维持美国高级美国资产的全部储备。

According to Standard Chartered's analysis, this regulation would optimalize shorter-term T-bills as the preferred reserve asset due to liquidity needs and the desire to avoid a "duration mismatch."

根据《标准宪章的分析》，由于流动性需求和避免“持续时间不匹配”的愿望，该法规将最佳较短的t-bills作为首选储备资产。

The report highlights that the Trump administration's final budget plans for 2021 included $1 trillion in annual T-bill issuance, which could be fully absorbed by stablecoin issuers over the subsequent seven years.

该报告强调，特朗普政府针对2021年的最终预算计划包括1万亿美元的年度T-Bill发行，随后的七年中，Stablecoin发行人可以完全吸收。

Moreover, considering that the administration's plans involved reducing the T-bill issuance to $750 billion after the first year, the potential demand from stablecoin issuers would outstrip the available supply.

此外，考虑到政府的计划涉及将T-Bill发行降低到第一年之后的7500亿美元，因此Stablecoin发行人的潜在需求将超过可用的供应。

However, it's important to note that this demand projection from Standard Chartered specifically pertains to newly issued stablecoins, not legacy tokens or digital assets in general.

但是，重要的是要注意，这项要求从标准特许的需求预测与新发行的Stablecoins有关，而不是遗产令牌或数字资产。

The bank of England also predicts that bitcoin price could rise to $500K by 2025.

英格兰银行还预测，到2025年，比特币价格可能会上涨至50万美元。

As the cryptocurrency market continues to evolve, it will be interesting to observe how these predictions unfold and how the integration of cryptocurrencies into the global financial system progresses.

随着加密货币市场的不断发展，观察这些预测的发展以及加密货币融入全球金融体系的整合如何发展将是很有趣的。