2026-01-08 02:27:33

USD1 has achieved a major breakthrough. The issuance and custody processes after approval are highly regulated, which directly reduces the risk threshold and helps attract more institutional funds.

From a circulation perspective, supporting institutional clients' access and a conversion mechanism between stablecoins could lead to explosive growth in USD1's market liquidity—industry experts generally expect the circulation volume to potentially surpass $100 billion, and even reach the trillion-dollar level.

USD1's operational logic is entirely based on the onshore system, and this shift indicates that the WLFI ecosystem is accelerating its integration into mainstream finance. In the long term, this will pose a substantial impact on the market share of existing stablecoins like USDT and reflects the maturation trend of the crypto market.

USD1-0,05%

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ForkTongue

· 01-11 01:36

1. Trillion-level? That's a bit exaggerated. The real key is how much can actually circulate. 2. Regulation alone can attract institutions? It still depends on the actual adoption rate. 3. USDT needs to get its act together, or this wave really won't hold up. 4. Onshore system + institutional access, the logic is indeed connected, but execution is another matter. 5. Not even 100 billion has been reached yet, and you're already talking about trillions? 6. Don't get too optimistic too early; the stablecoin war has just begun. 7. High regulation is indeed a positive, but it depends on how subsequent policies develop. 8. Will institutional funds really come in? Or is this just another hype? 9. Moving closer to mainstream finance isn't necessarily a good thing; it loses the sense of decentralization. 10. I do want to see liquidity explosion, but based on current data, we're still far from that.

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GateUser-addcaaf7

· 01-10 03:24

Once the regulatory compliance framework is in place, it indeed becomes easier to attract large institutions. But when it comes to reaching the trillion-dollar level? I remain skeptical. With USDT's dominant position so stable, whether USD1 can truly challenge it depends on subsequent performance. The onshore system sounds promising, but execution is the key. Liquidity explosion is the ideal scenario, but whether it can meet expectations remains uncertain. Institutional funds will indeed flow in, but we should be cautious about how long the initial enthusiasm can last.

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hodl_therapist

· 01-08 02:57

Hmm... Another "trillion-dollar" story. I'm so tired of hearing this rhetoric that my ears are getting calloused. Regulation = safety? Not necessarily, just look at how those "official armies" end up. Is USDT really about to tremble?😏 I doubt it. Institutional entry is a good thing, but don't turn it into another tool for cutting leeks. Onshore aligning with the mainstream, in simple terms, is just domestication. Really want to see how much can actually circulate; don't let it end in a dead end again. Can this wave really wipe out USDT? I don't believe it unless I see real gold and silver. There are so many stablecoins, but in the end, only a few big players survive. Having impressive on-paper data is useless; what really matters is the actual trading volume. So, should I buy or not? Let's wait and see. Everyone's hyping it up, but I'm just afraid that when I get in, the market will crash.

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tx_or_didn't_happen

· 01-08 02:56

Regulation is about drawing in institutional blood; the tactics are still the same old tricks. --- Trillions? That’s a bit of an exaggeration, but I’m optimistic about the shorting opportunities on USDT. --- Onshore system... another compliance story, but this time it feels like they’re really serious. --- Liquidity explosion? Let’s wait until it actually launches; such expectations are often signals of high-positioning capitulation. --- If USD1 really moves, the USDT market share will be affected, and the crypto landscape will change. --- Institutional entry = cutting retail investors, the cycle is about to start again. --- The question is how much can actually circulate; promotion and reality have always been two different things. --- Based on onshore? Is this about going overseas or about consolidation? I don’t quite understand.

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VibesOverCharts

· 01-08 02:55

Regulation sounds good, but can it really attract institutional money? I remain skeptical. Trillions? Dream on, USDT hasn't even reached 200 billion yet. The reliability of the onshore system depends on how it operates moving forward; don't just talk about the nice-sounding stuff. It's still early for USDT to fail; the stablecoin game isn't that simple. Is this really different this time? Or is it just another pipe dream?

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DataBartender

· 01-08 02:33

Hey, now USDT needs to get its act together. Are we really talking about a trillion-dollar wave? What if it crashes down, what should we do? It still depends on how the subsequent liquidity develops. Regulation and onshore factors are making the crypto world more and more like traditional finance. Starting from 100 billion USD seems a bit unrealistic. Is the market capacity really that large? Mainstream finance aligning with it sounds good, but in reality, it's just being constrained. If this really unfolds, the stablecoin sector might see a reshuffle. There are plenty of excuses, but it all comes down to the performance of real money.

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