a16z Analyzes Investment Logic in Arc: $9 Trillion Stablecoin Market Drives the “Economic Operating System” to Reshape the Underlying On-Chain Financial Infrastructure
ChainCatcher reported that a16z Crypto published an article explaining its investment logic for Arc, stating that stablecoins have evolved from crypto trading tools into the core layer of global financial infrastructure, and are driving the upgrade of blockchain from “application layer finance” to a “system-level economic operating system.” Last year, the trading volume of stablecoins reached approximately $9 trillion, placing them on the same scale as global payment networks such as Visa and PayPal. The total supply of US dollar stablecoins has also exceeded $270 billion. Among the core use cases, cross-border payments, B2B settlements, and foreign exchange transactions are becoming increasingly central, gradually making stablecoins the “upgraded layer for global capital flows.”
a16z Crypto stated that existing blockchain infrastructure is still mainly oriented towards crypto-native users and individual developers, lacking native support for large institutional-level demands. The main reason for participating in the ARC token-related ecosystem is that, as global finance gradually moves on-chain, only a few public blockchains will be able to serve as the “foundational layer for on-chain economic systems” in the future.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Is the “AI bank run” coming? Apollo warns: AI assistants may drain banks' cheap deposits, which will pose risks to the financial system
Torsten Slok, Chief Economist at Apollo Global Management, stated that if consumers begin to heavily rely on AI assistants such as Muse under Meta and transfer cash to higher-yielding accounts, it could pose risks to the financial system.
CNY: How to resolve the dilemma between bulls and bears?
Rare in 25 years! The 10-year U.S. Treasury yield surpasses the S&P 500 earnings yield
The 10-year US Treasury yield has surpassed 5%, making bonds more attractive relative to stocks than at any point in the past 25 years. The earnings yield of stocks, as measured by the inverse of the S&P 500’s price-to-earnings ratio, is now lower than the 10-year US Treasury yield, resulting in a clear yield suppression effect on the stock market from bonds. According to the Shiller model, the S&P 500 may outperform bonds by only about 1% annually over the next decade. The 20-year paradigm of stocks outperforming bonds has officially come to an end.
Crypto prices
More
