一场前所未有的稳定币发行权竞标正在改写加密货币市场的权力格局。 9月5日，去中心化交易所Hyperliquid将其原生稳定币USDH的发行权公开拍卖，吸引了Ethena Labs、Paxos、Frax Finance、Sky Ecosystem等十大机构激烈 竞逐，争夺每年高达2.2亿美元的收益流。 这场由验证者投票决定的竞标代表了稳定币选择权的史无前例民主化。Hyperliquid作为日交易量数十亿美元的头部去中心化衍生品交易平台，此举旨在减少 对USDC等外部稳定币的依赖，将国债收益等价值回流至自身生态系统。 各竞标方提案差异显著，从法币抵押到去中心化抵押债务头寸不一而足。Ethena Labs承诺将95%储备收益回馈社区，Paxos强调企业基础设施与合规优势， Frax Finance则提出零费率方案。据Polymarket预测市场显示，Native Markets目前领先，Paxos位居第二，这场竞争将于周日通过链上投票正式决出胜负。 深层次来看，这场竞标的深远影响超越了即时收益，涉及稳定币治理与控制的根本问题，分析人士将此视为传统金融机构与原生DeFi团队争夺下一代稳定币 基础设施主导权的试金石。 ...

Good Morning, Asia. Here's what's making news in the markets: Welcome to Asia Morning Briefing, a daily summary of top stories during U.S. hours and an overview of market moves and analysis. For a detailed overview of U.S. markets, see CoinDesk's Crypto Daybook Americas. The first signs of how validators are leaning in Hyperliquid’s hotly contested stablecoin vote are in, and the Stripe-aligned Native Markets team has an early lead. (https://www.usdhtracker.xyz/) As of Thursday morning Hong Kong time, N ...

Neon-lit arena centers a dollar-stamped coin on Hyperliquid’s platform flanked by Paxos and PayPal emblems, while validator nodes beam votes toward competing pillars to issue USDH. Hyperliquid’s decision to launch its stablecoin has sparked one of the most competitive governance battles in recent memory. Last week, the decentralized exchange, which had been relying on Circle’s USDC for its liquidity, announced plans to introduce USDH as its native stablecoin. The move immediately attracted a wave of bidde ...

Paxos Labs has released a revamped proposal to issue Hyperliquid’s forthcoming USDH stablecoin, putting forward a global strategy that includes a major integration with PayPal. Key Takeaways: Paxos plans to integrate USDH with PayPal and Venmo, enabling seamless payments and zero-cost on/off-ramps. All revenue from USDH will be reinvested until $1B TVL, with Paxos capping its share at 5% even after $5B. Paxos faces strong competition from Frax, Agora, LayerZero, and others, as Hyperliquid validators ...

HYPE crypto hit a fresh record this week as institutional signals and new ecosystem bids pushed Hyperliquid into the spotlight. Can it overtake SOL in Q4? Here’s the analysis. HYPE price pushed to a new all-time high this week, climbing to $55.04 on September 9. The surge came as institutional interest and fresh bids in the Hyperliquid ecosystem drew more liquidity into the token, placing it among the top 15 digital assets by market rank. At the same time, Solana continues to hold its position near the ...

Decentralized finance protocol Ethena (ENA) submitted Tuesday a proposal to issue Hyperliquid's upcoming stablecoin, joining a bidding race that has already attracted a slew of companies like Paxos, Sky, Frax and Agora. The token would be fully backed by Ethena's USDtb, a stablecoin issued with federally chartered bank Anchorage Digital and fully backed by BUIDL, the tokenized money market fund by asset management giant BlackRock and Securitize. "We are excited to enable Ethena’s USDtb, which is 100% bac ...

VanEck CEO Jan van Eck signals support for Hyperliquid as the platform unveils its native USDH stablecoin. | Credit: Getty Images. Key Takeaways VanEck CEO Jan van Eck voiced strong support for Hyperliquid, seeking deeper integration with the platform. His comments follow Hyperliquid’s announcement of USDH, a native stablecoin designed to reduce reliance on USDC and USDT. The stablecoin plan has sparked a bidding war among asset managers and crypto protocols eager to participate. Hyperliquid, a ri ...

Telegram大规模封禁黑灰产担保平台 - Telegram近期突然封禁了好旺担保和新币担保等华语黑灰产担保平台，这是首次针对华语黑灰产生态系统的大规模整顿[1][2][3] - 好旺担保是Telegram上规模最大的黑灰产服务市场，用户超90万，商家超6000个，累计交易额达270亿美元[4][5] - 新币担保用户数达23.3万，2024年交易额达84亿美元，业务范围涵盖洗钱、人口贩卖等极端非法服务[6] 被封禁担保平台的运营模式 - 好旺担保和新币担保均以Telegram为核心运营载体，通过组建群组和频道为黑灰产提供一站式服务[6] - 采用"担保交易"模式，买卖双方通过平台安排交易群进行担保交易，需缴纳保证金并收取手续费[6] - 好旺担保提供12个大类70多个细分业务种类，累计相关链上地址标签超50万个[5] Telegram封禁的原因 - 直接原因是美国财政部金融犯罪执法局将汇旺集团认定为"主要洗钱关注的外国金融机构"，拟列入"311"名单[7] - 近年来汇旺集团面临多项制裁，包括柬埔寨撤销运营牌照、苹果谷歌下架其APP等[7] - Telegram面临打击非法金融活动及应对国际监管压力，不得不采取措施应对合规要求[7] 黑灰产后续发展趋势 - 新担保平台快速兴起，如土豆担保、天使担保等，为更严重的非法交易提供服务[10] - 黑灰产迅速转战其他担保平台，如好旺担保用户被引流至土豆担保[10][11] - 土豆担保交易对手地址数从4月的1075个增至5月的1903个，并新增1922个交易对手地址[13][14][15][16] - 部分黑灰产已转战Signal、蝙蝠等新的加密聊天工具[18]