OKG Research： Stable currency will create more than $100 billion of incremental demand for US treasury bond bonds in 2025

2025-01-24 08:05

According to the analysis of OKG Research, unlike Bitcoin's indirect debt resolution, stable currencies such as USDT and USDC are creating more direct demand for US treasury bond. Benefiting from the advancement of US legislation and the increasing global adoption rate of stablecoins, it is expected that the market value of stablecoins will exceed $400 billion by 2025, and the demand for new US bonds will exceed $100 billion. The stablecoin market is expected to rank among the top ten US bond holders in the world. The report points out that if the cryptocurrency market continues to maintain its growth momentum, stablecoins will become an important "invisible pillar" of the US bond market, and their direct demand for US bonds will surpass the indirect returns brought by Bitcoin's strategic reserves.

24/7 Flashes

More >

Today 2025-01-24

13:12

CZ comments on Ledger's kidnapping case, grateful for the safe release of hostages

13:01

During the live broadcast of Three Kingdoms Academy, Japan raised interest rates, BTC remained flat, and ETH surged to the 3900 mark!

Three Kingdoms College invites you to join the personal conference room from 21:00 to 24:00. Click on the link to join the meeting directly: https://meeting.tencent.com/p/7890471408 On January 24th, as expected, the Bank of Japan raised its target interest rate by 25 basis points, raising it from 0.25% to 0.50%, the largest increase since 2007 and reaching a new high since October 2008. Since the resumption of interest rate hikes in March last year, the Bank of Japan has raised interest rates three times in less than 12 months. The main impact of the Bank of Japan's interest rate hike includes raising market interest rates, increasing loan costs, suppressing borrowing demand, and potentially leading to an economic slowdown. Simultaneously pushing up the Japanese yen exchange rate, attracting capital inflows but potentially reducing export competitiveness. The intensification of stock market volatility, the decline in corporate profit expectations, and concerns about global economic risks have led to a decline in stock prices. Bond yields rise, investor interest expenses increase, and bond prices fall. For the banking industry, increasing loan costs to compress profit margins and intensifying competition have an impact on stability. Finally, the real estate market is under pressure, with a decrease in demand for home purchases and a lack of investor confidence. Next, let's take a look at the technical aspect: BTC Technical Analysis: Last week, there were clear signs of a double top at the closing line, breaking through 110000 and falling back to the support of the double top neck line at 99000. After the formation of the daily double bottom, it did not fall below it again. Currently, it is oscillating in the range of 99000-108000, and it is highly likely that it will take a break and watch the performance of the younger brother. ETH Technical Analysis: The weekly track around 3000 has stabilized, while the daily track has formed at the top and shoulders. After four hours, the track has not broken yet. Today, it has been stretched from 3200 to 3400. Currently, the probability of a rebound is very high, and 3900 is just around the corner. How can we catch up with this wealth train? How should we grasp and respond to the volatile market situation in the second half of the year? Teacher Zhao Yun, who has 8 years of practical trading experience in the cryptocurrency industry, will provide a detailed breakdown for everyone. Welcome to the live broadcast room to check in! Join the Three Kingdoms College Exchange Group to receive more services: 1. Real time troubleshooting (online one-on-one question answering and sorting) 2. Professional technical analysis and theoretical learning 3. Construction and improvement of trading system 4. Live streaming courses every day, contract termination, real-time order making, to help you successfully land! Official QQ group: 579358784 Tencent Meeting ID: 789-047-1408 The live broadcast room will be broken down in detail. Disclaimer: The above content only represents the author's personal opinion and is for communication and sharing purposes only. It does not represent AICoin's position or viewpoint and does not constitute any investment advice. Based on this investment, there may be external contacts, which have nothing to do with AICoin, and the consequences shall be borne by oneself.

12:54

OKG Research： Stable currency will create more than $100 billion of incremental demand for US treasury bond bonds in 2025

24/7 Flashes

CZ comments on Ledger's kidnapping case, grateful for the safe release of hostages

During the live broadcast of Three Kingdoms Academy, Japan raised interest rates, BTC remained flat, and ETH surged to the 3900 mark!

European Central Bank Board Member: Need to launch digital euro as response to Trump's cryptocurrency push

Analyst: Whales sold over 180 million ADAs in the past week

Murad: The Super Cycle of Meme Coin is Completely Related to People