These days, I’ve been seeing screenshots of stablecoin regulation/reserve audits in the group chat, while at the same time people are arguing "it's losing its peg"… Emotions really move faster than on-chain data.


Stablecoin supply has increased, and ETF inflows are happening again, so many people casually connect them into a story of "off-chain funds coming in = immediate price rally," which is quite correlated but not directly causal: supply might be from market makers and arbitrage reserves, ETF inflows could just be rebalancing or hedging, and may not even be synchronized with spot risk appetite.
Especially on bridges and L2s, before the money comes in, it has to go through risk control—it's not just a click to count as "incremental."
My own approach is pretty simple: first, save the announcements and latest audit reports of the major stablecoin issuers I use, then casually revoke a few old authorizations, so I don’t let emotions place my trades.
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin