观点:PayPal与大型银行涌入稳定币市场,Tether和Circle商业模式面临挑战

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PYUSD0,01%

Odaily星球日报讯 PitchBook 分析师 Robert Le 指出,随着 PayPal 和大型银行进入稳定币市场,Tether 和 Circle 的商业模式面临风险。尽管 Tether 和 Circle 目前占据稳定币市场 90%的份额,但 Le 认为这一主导地位将因竞争加剧而削弱。PayPal 的 PYUSD 自 2023 年推出以来市值已达 7 亿美元,而美国银行等传统金融机构也在等待明确监管后发行稳定币。Le 预测,一旦稳定币法案通过,市场上将涌现数百甚至数千种稳定币,Tether 和 Circle 的市场份额将受到挤压。

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