#維薩佈局穩定幣支付基建

項目現象narrativeLIVE 即時同步

維薩通過投資OpenUSD等穩定幣項目並堅持多鏈中立策略,加速傳統金融與加密支付後端融合。

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KOL 觀點4
關鍵事件1
#維薩佈局穩定幣支付基建 資訊
即時同步
資訊

渠道霸權反噬:Circle利潤被分食,議價權全面崩塌

解析Circle在穩定幣市場主導地位下的脆弱性:從Coinbase分成協議到Hyperliquid極端案例,揭示渠道議價能力上升如何侵蝕USDC利潤,並預警傳統支付領域的競爭危機。

WOOFUN Research15 小時前78資訊
資訊

140巨頭圍剿Circle,穩定幣結算模式重構

Visa等140家機構發佈OUSD挑戰Circle,通過收益共享重塑結算邏輯。Circle憑藉CCTP、牌照及USYC反擊,雙方在企業支付領域展開激烈博弈,格局生變。

WOOFUN Research17 小時前28資訊
資訊

Visa裁員換投資:穩定幣渠道霸權比發行更狠

Visa財報顯示裁員換投資,佈局穩定幣全棧。加入OpenUSD聯盟但不發幣,通過VSP平臺與Pismo整合,以渠道優勢收割流量,無視發行方競爭。

WOOFUN Research1 天前70資訊
資訊

Visa不發行代幣僅收服務費:穩定幣微策略比發行方更狠

Visa財報顯示淨營收116億美元,裁員5.63億美元投入AI與穩定幣。加入OpenUSD聯盟但不選贏家,通過VSP平臺控制結算渠道,以服務費模式規避發行風險。

WOOFUN Research2 天前93資訊
資訊

維薩拒選贏家:多鏈中立對沖穩定幣風險

維薩CEO麥金納尼重申不綁定單一穩定幣或區塊鏈,以中立姿態應對市場碎片化與監管不確定性,助力機構客戶安全接入。

WOOFUN Research2 天前68資訊
資訊

維薩押注存款Token:穩定幣基建重塑支付格局

維薩Q3財報披露全面佈局穩定幣基建與結算,加入OpenUSD聯盟,並視存款Token與AI為未來核心增長引擎。

WOOFUN Research3 天前71資訊
資訊

結算提速釋放30億資本:傳統金融為何擁抱加密後端?

DTCC、Visa等巨頭正用區塊鏈替換舊基建,以解決結算滯後與高成本痛點。加密公司從顛覆者轉為基建供應商,價值向託管與互操作性層集中。

WOOFUN Research3 天前77資訊
顯示 7 條資訊
KOL 觀點
CO
CoinDesk
10 天前
中立
JUST IN: The Bank for International Settlements warns dollar-backed stablecoins can bypass capital controls, finding them largely unaffected by foreign exchange restrictions that governments use to limit money flows. https://t.co/kgauaA25v7
400093
YI
Yi He
5 天前
中立
💁‍♀️💁‍♀️💁‍♀️ The further integration of traditional finance and cryptocurrency.
425091
SA
Sandeep | CEO, Polygon Foundation (※,※)
3 天前
中立
good to see Jensen say this out loud crypto spent a long time on this same thesis, just about money instead of intelligence. everyone said open systems couldnt be trusted with anything that actually mattered, and last year stablecoins moved $33T. open was never the risky option, it just looked that way early on. the letter makes the point that open models strengthen competition, and thats the part we've already lived through. open rails meant anyone could build on them without asking permission and that competition is what helped drive stablecoin payment adoption forward this fast. all the data, compute and all the weights are heading into the same few hands right now and after spending all that time decentralising money, leaving intelligence centralised just doesnt make sense to me.
105012
MA
MANDO CT 🇮🇪 🇦🇪 🇬🇧
3 天前
中立
Hyperliquid isn’t just building another perpetuals exchange… It’s quietly turning perps into programmable building blocks for DeFi. Trade ➜ Borrow ➜ Lend ➜ Collateralise ➜ Build. The more financial “money Lego” pieces connect together, the harder they become to replace. This is how crypto evolves from speculation into real financial infrastructure. The winners won’t just have the most users… They’ll become the rails everyone else builds on.
612019
研究報告
暫無資料
關鍵事件時間線
2026-07-31
140巨頭圍剿Circle,穩定幣結算模式重構
Visa等140家機構發佈OUSD挑戰Circle,通過收益共享重塑結算邏輯。Circle憑藉CCTP、牌照及USYC反擊,雙方在企業支付領域展開激烈博弈,格局生變。

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