最新报道:According to a Bijie.com report on October 2nd, Castle Island Ventures partner Nic Carter, in an article published on the X platform, stated that the "duopoly" in the stablecoin market is coming to an end. Data from DefiLlama shows that while the market capitalization of Tether (USDT) and Circle (USDC) continues to grow, their combined market share has declined from a peak of 91.6% in March 2024 to approximately 84% currently. Carter attributes this decline in market share primarily to competition from emerging stablecoins, particularly the rise of interest-bearing stablecoins. He called Ethena's USDe "the biggest success story of the year," with its supply surging to $14.7 billion. Carter also predicts that with the clarification of regulatory frameworks in the US, Europe, and elsewhere (such as the GENIUS Act and MiCA), banks and traditional financial institutions will inevitably enter the stablecoin market. He believes that a consortium of banks would be best positioned to create a stablecoin that can compete with Tether.