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觀點:CEX穩定幣收入或在《Genius Act》推動下最高增長7倍
2 月 24 日,CEX 正在華盛頓積極遊說,以維護其關鍵收入來源。彭博行業研究(Bloomberg Intelligence)分析指出,在《Genius Act》框架下,若穩定幣在支付場景中的採用率加速提升,CEX 的穩定幣相關收入有望實現 2 至 7 倍增長。BI 分析師 Paul Gulberg 與 Samuel Radowitz 表示,2025 年穩定幣收入約佔 CEX 總營收的 19%,未來增長幅度取決於行業對相關法律條款的進一步細化與落地執行情況。該法案已於今年 7 月由美國總統 Donald Trump 簽署生效。分析認為,穩定幣監管框架的明確化,叠加支付場景擴展,將成為 CEX 收入結構中最具彈性的增長變數。