稳定币深度研究 | 场景广度决定,稳定币未来谁将领跑

天风研究
21 Jul

针对后市演绎,我们做出以下判断:1、发币方是稳定币产业链价值链核心,而场景是关键中的关键;2、支付场景中,小商品城、中油资本所在的相关场景进出口总额超万亿;3、交易所和跨境支付服务商亦有望显著受益,看好具备先发优势厂商。7月19日,美国总统特朗普正式签署《GENIUS法案》,为美国境内合法使用稳定币建立监管框架。特朗普称其可能是“自互联网诞生以来最伟大的金融科技革命”。稳定币行业催化不断,针对后市...

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