Du Jun: The essence of stablecoins at this stage is arbitrage and payment tools
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币界网报道：Du Jun posted on the X platform that the AI market is fierce and funds are pouring into the US stock market. BTC ETF trading volume has accounted for 25% of spot trading. If there are more ETFs, the chain and the currency circle may only have the functions of liquidation and warehouse transfer. CEX's trading volume in the first half of the year was halved by 40% compared with the second half of last year, and the TVL on the chain remained flat and there was no movement. The essence of stablecoins at this stage is arbitrage and payment tools, not an incremental engine for liquidity. The larger the issuance volume, the more money will be pumped.
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