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彭博社:華爾街質疑穩定幣效應,斷言改變遊戲規則為時過早

2025-12-04 09:38:36

ChainCatcher 消息,据彭博社報導,美國通過首個穩定幣立法 GENIUS 法案後,華爾街圍繞穩定幣能否真正提升美元需求並為短期美債帶來新增買盤出現明顯分歧。JPMorgan、Deutsche Bank、Goldman Sachs 等機構的策略師普遍認為,現在斷言穩定幣為遊戲規則改變者為時過早。

美財長貝森特預估穩定幣市場將從現有 3000 億美元在 2030 年前增長至 3 萬億美元,可增加短期國債需求。然而,懷疑論者指出穩定幣資金主要來自現有來源,可能僅是轉移國債持有者而非創造新需求。

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