DC大于C|Apr 07, 2026 11:35
After finally watching this interview, it has to be said that the ambition of USD1 is big enough. Although macroeconomic policies have been uncertain and market sentiment has been poor recently due to geopolitical conflicts in the Middle East, ongoing construction has been ongoing.
Moreover, USD1 does not compete with USDT/USDC in terms of stock, but aims to seize the incremental opportunities at the bottom of the currency layer in the AI era. Simply put, it means becoming the underlying currency for AI agents and new payment scenarios.
USD1 seems to be breaking or improving some scenarios dominated by SWIFT from a certain perspective. At present, the competition for stablecoin payments may have just begun. Of course, there is still a long way to go.
In addition to emphasizing "currency upgrade", it serves as the preferred currency for instant settlement and consumer level payments between AI agents and on chain transactions (low transaction fees, instant cross-border transfers). There are also strong community dynamics and practical financing cases that demonstrate ecological support.
We need to develop consumer grade applications (similar to cash apps) for ordinary users and plan to integrate them with AI platforms to achieve proxy payments.
It can be seen that the focus of USD1 is shifting from compliance/liquidity to scenario based and enhanced long-term value.
Perhaps in the future, the crypto ecosystem will also give birth to more new things. Let's wait and see
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