比推消息，民生证券发布研报称，稳定币依旧不是美国债务的答案。美国参议院通过有关稳定币的《GENIUS》法案，试图将美元、美债反向绑定法币时代最大的对手之一——去中心化的数字货币。颇有一种打不过就加入的意味：这样美元信用过度扩张——数字货币兴起——稳定币需求上升——美元、美债的需求上升的逻辑链条似乎就顺理成章。
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