2026-01-13 01:30:42

#密码资产动态追踪 $BTC $DOLO $SUI

These days, BlackRock's 2026 outlook report has been everywhere, and the core points are actually just two—

First, the status of stablecoins is about to change. They are positioning stablecoins as the "digital dollar track," no longer just a speculative tool in the crypto world, but becoming the underlying infrastructure for payments and settlements. Traditional financial issues like cross-border remittances and instant settlements might really be solved by digital assets.

Second, the investment logic behind AI-driven US stocks has also been clarified—over $5 trillion will be invested in the next five years. But there's a hidden risk: the more money is burned, the higher the system leverage. BlackRock itself is warning that tech giants might dominate, with profit growth unable to keep up with spending. This "micro-macro" phenomenon is reshaping the entire asset allocation approach.

Interestingly, these two trends are actually intertwined—traditional finance needs digital liquidity, and digital assets require broader application scenarios. The value of stablecoins is shifting from a speculative tool to infrastructure.

Do you think BlackRock's judgment this time is reliable? Can stablecoins truly connect these two worlds?

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ForumLurker

· 01-13 23:09

BlackRock's move is quite strategic, but can they really succeed with a 5 trillion investment... I believe in tech giants dominating this space, but I'm just worried it might end in failure again. Connecting two worlds with stablecoins? Sounds great, but in reality, the regulatory hurdles haven't been fully cleared yet. They're probably about to harvest more retail investors, I’ve already seen through it. BlackRock is right, but I keep feeling like they’re just paving the way for themselves. Cross-border settlement is indeed a pain point, but if stablecoins could solve it, traditional finance would be done for long ago. Throwing money around feels a bit like 2021... Leverage is increasing, and honestly, it’s just stubbornness. From hype to infrastructure, I only half believe in the transition of stablecoins.

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quiet_lurker

· 01-13 02:00

BlackRock's recent judgment is quite clear-headed; the shift of stablecoins from toys to infrastructure should have happened a long time ago. The key is who can truly take control of the payment rights piece of the cake next.

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LiquidatedThrice

· 01-13 01:58

Stablecoins, huh? It sounds great, but I still feel a bit skeptical. If traditional finance folks are really going to start using them, we might have to wait a bit longer.

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digital_archaeologist

· 01-13 01:57

Does BlackRock truly understand this move, or are they just fooling retail investors to cut leeks again? Throwing 5 trillion into AI feels like a bottomless pit.

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