#稳定币发行与生态 After looking at Dragonfly's 2026 forecast, the most interesting part is stablecoins. The supply has increased by 60%, but the proportion of USD stablecoins still remains above 99%. What does this indicate? It shows that the market demand for stablecoins has really exploded, but players still have the most confidence in USD-pegged stablecoins.

USDT's dominant position has decreased from the current state to 55%, which sounds like it’s being eroded, but in reality, the entire market cap is growing. USDC, USDD, and others are also gaining development space, indicating that the stablecoin sector is shifting from a monopoly to a multi-player landscape. This is actually good for retail investors—more choices mean that competition can improve fees and user experience for everyone.

But while we remain optimistic, stablecoins are just tools. The real profit opportunities depend on how the entire ecosystem evolves after Bitcoin breaks through 150,000. Just be prepared and don’t overestimate the investment value of stablecoins.