渣打银行:稳定币市值 2028 年底将达到 2 万亿美元,为美国国债带来 0.8 万亿至 1 万亿美元的新需求

链捕手
Feb 23

ChainCatcher 消息,据 The Block 报道,渣打银行最新研究表明,稳定币发行方有望成为美国国债的最大买家之一,这可能会在未来几年重塑美国政府的融资方式。

由该银行全球数字资产研究主管 Geoffrey Kendrick 和渣打银行美国利率策略师 John Davies 领导的分析师表示,他们仍然预计到 2028 年底,稳定币的市值将达到 2 万亿美元。此次扩张将为美国国债带来约 0.8 万亿至 1 万亿美元的新增需求,因为发行方会将短期政府债券作为储备资产进行积累。稳定币发行方正成为美国国债的最大买家。他们还补充表示,如果发行模式保持不变,未来三年内,这种需求可能会造成约 0.9 万亿美元的国债超额需求。

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