The Wolf of Wall Street has begun to feast!
$SOL 2 Will it hit $1000 within the year?
{spot}(SOLUSDT)
On the 16th, Visa officially announced: allowing financial institutions to settle USDC on the Solana chain. Traditional payment giants have officially incorporated compliant stablecoins into their core veins. This is not just about 'supporting crypto', but a symbolic signal of traditional finance entering the 'on-chain' space.
In simple terms, two key impacts:
First, USDC is about to take off. It has stepped from being a trading medium in the crypto world into the battlefield of B2B cross-border payments with an average daily volume exceeding $30 billion. The Visa network processes about $15 trillion annually, and even a small shift to USDC settlement means a huge scale injection.
Second, Circle is transforming into 'on-chain Visa'. It is no longer just a 'digital bank' making money from government bond interest, but is building its own payment network (CPN), planning to charge a toll of 0.1%-0.25%. If it achieves 10% of Visa's transaction volume, its annual revenue could increase by nearly $4 billion—this business has completely different growth potential.
This matter essentially validates a trend that has been clear for a long time:
1. Stablecoins are the second growth curve of the dollar and U.S. Treasuries, a necessary answer for the U.S. to sell debt globally, and compliant stablecoins are the standard answer.
2. The best business models in blockchain have three: $BTC (digital gold), stablecoins (on-chain cash), and trading (liquidity itself). USDC is currently consuming the 'cash' layer.
3. Compliance means clearing the field. With legislative support, USDC will harvest the market.
4. The real growth engine is not the existing funds in the crypto space, but the on-chain integration of traditional assets like U.S. stocks and bonds worth trillions.
DTCC is working on security tokenization, Visa is enabling on-chain settlement—the engine has started.
So, don't just focus on price fluctuations. Don't panic over a single big swing; comprehensively assess the high probability of $SOL 2 hitting $1000 within the year?
The real script is: the old #金融巨头 is personally moving assets on-chain, and stablecoins are the track they have chosen.
#美国ADP数据超预期
In this transformation,
Do you think the biggest winner will be traditional giants like Visa?
Or crypto-native players like Circle?