Raws li Vajvoog rov ntsuam xyuas nws cov phiaj xwm mus rau pej xeem, USD Npib tau ntsiag to poob kev lag luam ruaj khov rau cov neeg sib tw Tether thiab Binance USD dhau rau lub hlis dhau los.
Lub voj voog tam sim no tuav txog 31% ntawm tag nrho cov lag luam sib koom rau cov nyiaj npib ruaj khov, nqis los ntawm 37% rau lub hlis dhau los, raws li cov ntaub ntawv sau los ntawm Kev tshawb nrhiav Blockworks.
Tether tam sim no tuav ib ncig ntawm 47% ntawm kev lag luam ruaj khov, thaum Binance muaj txog 16%. Ob leeg Tether thiab Binance tau coj ntau dua ntawm kev ua lag luam feem ntau nyob rau hauv rau lub hlis dhau los, nrog Binance USD tau nce ib ncig ntawm 4.5% thiab Tether nce nws cov lag luam feem ntau ntawm 1%.
"Qhov ntawd yuav yog ib qho laj thawj uas vim li cas Circle tau maj nrawm mus rau pej xeem, yog tias cov qauv hauv qab hauv qab ntawm qhov chaw - kev lag luam poob qis vs. tag nrho cov nyiaj lag luam ruaj khov raws li ib feem pua ntawm crypto tau nce tsis tu ncua - tsis zoo," Rich Falk -Wallace, CEO ntawm Arcana Analytics, tau hais.
Kev hloov pauv hauv kev sib koom ua lag luam yog ib feem ntawm qhov chaw tsim khoom thiab lawv cuam tshuam li cas nrog kev lag luam dav dav, Falk-Wallace tau hais.
Nws hais ntxiv tias "Nws muaj feem cuam tshuam rau sab ntug dej hiav txwv piv rau cov lag luam hauv ntug dej hauv qhov Binance thiab lwm qhov kev sib pauv hauv ntug dej hiav txwv tau sib koom nrog DeFi, uas yog qhov chaw uas USDC muaj qhov cuam tshuam ntau dua," nws hais ntxiv.
Raws li Uniswap trading ntim, uas tuaj yeem muab kev saib dav dav rau tag nrho DeFi kev ua ub no, DeFi kev lag luam ntim tau qis ib ncig ntawm 30% ntau dua li CeFi kev lag luam ntim rau rau lub hlis dhau los, Falk-Wallace tau hais.
"Centralized exchanges tsis muaj loj USDC ntim, [tab sis] qee qhov kev sib pauv CeFi muaj Tether loj heev," Falk-Wallace tau hais. "USDC qhov kev siv qis hauv kev sib pauv hauv nruab nrab yuav yog vim tias nws yog tus tswv los ntawm JV nrog Coinbase, yog li muaj kev sib tw rau Binance, piv txwv li, tsis siv USDC, piv rau Binance loj heev BTC-USDT thiab BTC-BUSD kev lag luam, uas ua lag luam nyob ib puag ncig. $ 2 billion rau $ 4 billion ib hnub. "
Binance tsis ntev los no tau hloov pauv cov nyiaj seem ruaj khov uas tuav ntawm qhov pauv mus rau BUSD raws li lub neej ntawd thiab tso cai rho tawm ntau yam nyiaj npib ruaj khov hla ntau lub network blockchain.
USDC yog nthuav mus rau ntau lub network tab sis rau tam sim no tseem muaj kev tsom mus rau Ethereum, qhov twg kwv yees li 77% ntawm cov khoom xa tuaj yog tuav piv rau 40% ntawm USDT cov khoom. Nyob ib ncig ntawm 46% ntawm USDT yog tuav ntawm txheej-1 saw Tron, Falk-Wallace tau hais tias, nrog lub network pabcuam raws li tus nqi qis rau sling tether rov qab los ntawm kev sib pauv.
"Ethereum tag nrho tus nqi kaw tau poob qis, thaum Tron tag nrho tus nqi kaw tau ua tau zoo," nws hais ntxiv. Tag nrho tus nqi kaw (TVL) ntawm Ethereum tau poob qis los ntawm kwv yees li 75% xyoo dhau los, txawm hais tias tseem muaj rau lub sijhawm loj dua Tron's TVL uas tseem tshuav thaj tsam li ntawm $ 4 billion thiab $ 6 billion. Raws li DeFi Llama.
Ntawm ib qho keeb kwm ntawm kev lag luam poob qis, Circle, uas tshaj tawm nws yog tua nws cov phiaj xwm SPAC Hnub Monday, tau hais tias nws tseem txiav txim siab los ua ib lub tuam txhab lag luam pej xeem yav tom ntej. Lub quarter thib peb ntawm 2022 cim lub tuam txhab thawj lub hlis twg tau txais txiaj ntsig, tus tshaj tawm kuj tau hais.
"Peb poob siab qhov kev thov kev lag luam tas sij hawm, txawm li cas los xij, dhau los ua ib lub tuam txhab pej xeem tseem yog ib feem ntawm Circle lub tswv yim tseem ceeb los txhim kho kev ntseeg siab thiab kev pom tseeb, uas tsis tau muaj qhov tseem ceeb dua," Circle CEO Jeremy Allaire tau hais hauv ib tsab ntawv. daim ntawv qhia.
Tau txais cov xov xwm zoo tshaj plaws niaj hnub crypto thiab kev nkag siab xa mus rau koj lub inbox txhua hmo. Sau npe yuav Blockworks' tsab ntawv xov xwm pub dawb tam sim no.
Tau qhov twg los: https://blockworks.co/news/circle-loses-stablecoin-market-share