Guotai Junan International Research Report: It is Highly Likely that the Stablecoin Market will Present a "Dual-Track Parallel" Development Feature in the Future

By: theblockbeats.news|2025/07/10 17:21:54

BlockBeats News, July 10th. Guotai Junan International recently published a digital asset research report titled "Inspiration from Tether: Can Non-USD Stablecoins Break Through?" The report stated that with the establishment of stablecoin regulatory frameworks in major countries and economies around the world, the global digital asset market is undergoing a historic transformation. The bank pointed out that after years of development, non-USD stablecoins have expanded their foundation, and the "de-dollarization" trend this year has also provided new opportunities for non-USD stablecoins. From the current regulatory framework and development status of the stablecoin market, it is very likely that the stablecoin market will present a "dual-track parallel" development feature in the future.

On the one hand, led by US domestic compliant stablecoins, it serves the heavily regulated traditional financial and institutional markets, emphasizing security, transparency, and legal protection. On the other hand, Tether may continue to play an important role in specific regions and the crypto-native ecosystem; meanwhile, compliant offshore stablecoins pegged to different sovereign currencies will accelerate development, serving specific geopolitical zones and diverse needs. In terms of market composition, for Tether, the wave of US stablecoin compliance is both a challenge to its market share and an opportunity to deepen its presence in specific "offshore" ecosystems. At the same time, non-USD stablecoins can also find their own potential for mainstream adoption through Tether.

In the current context of tightening global regulations, if one can directly enter the market with a partner that has already established a compliance system, obtaining federal license endorsement, the credibility of a listed company, and access to banking cooperation channels, the cost is merely gi...

A Brief History and Future of Perpetual Contracts

Decentralized perpetual contract exchanges, such as Hyperliquid, are replacing traditional derivatives with structural advantages, becoming trillion-dollar financial platforms that attract global assets.

AI Agent Gets ID and Wallet on the Same Day | Rewire News Morning Brief

Agent infrastructure for the economy is forming faster than anyone expected

IOSG: Power Flexibility Paradigm Shift: From Macro Assets to Distributed Intelligence Layer

The power system is being asked to perform a task it was not designed to do.

Murata 35% Price Increase Explained: A Capacitor that Gives AI Empire a Cold

Choosing to raise at this point in time has a clear financial incentive

MiniMax: A Henan County Youth and His 300 Billion

Money, cards, and people were scarce, yet it spurred the highest levels of engineering prowess and architectural innovation.

From Abandoned Project to Sky-High Target, Mastercorp Acquires BVNK for $1.8 Billion

The stablecoin is no longer a competitor to the card networks, but has instead been assimilated into its underlying network as a highly complementary business subset.

Is Polymarket's Pricing Accurate? I Simulated a Crisis with 200 Agents to Find Out

The more participants, the richer the discussion structure, and the more valuable the resulting signal.

A Decade of Regulation Finally Clarified, Victory for Crypto-Native Logic

Three Charts to Explain What's in This 68-Page Document