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개방성에 베팅하는 Gnosis: 스테이블코인 체인 경쟁

개방성에 베팅하는 Gnosis: 스테이블코인 체인 경쟁

In the fast-paced world of blockchain, where meme tokens thrive on volatility and quick trades, stablecoins play a crucial role as the steady backbone for transactions. A recent tweet from Blockworks highlights a brewing battle over which chain will dominate the stablecoin landscape. Ethereum currently leads the pack, but upstarts like Gnosis are making bold moves by betting on openness rather than tight control.

컨베이어 벨트 위에 다양한 통화 기호가 있는 스테이블코인 생산 라인 일러스트

The tweet links to an in-depth article on Blockworks, where the focus is on Gnosis's strategy to become "the stablecoin chain" not through sheer volume of US-dollar backed assets, but by supporting a wide array of local currency stablecoins like euros, pesos, and rands. This approach could revolutionize cross-border payments and remittances, making it easier for global users to engage with decentralized finance (DeFi) without relying solely on USD-pegged tokens.

스테이블코인 전쟁에서 개방성이 중요한 이유

Stablecoins are cryptocurrencies designed to maintain a stable value, often pegged to fiat currencies like the US dollar. They're essential for traders dodging the wild swings of assets like Bitcoin or popular meme tokens such as Dogecoin or newer entrants. But the real fight, as the article points out, is about who controls the underlying infrastructure—or "rails"—that these stablecoins run on.

Gnosis, an Ethereum sidechain with roots dating back to 2015, is pitching itself as a neutral platform. Unlike some competitors that tie their chains to a single issuer (think Circle's Arc chain built around USDC), Gnosis wants to be open to all. In a community call, Gnosis's business development head, Julian Nest, emphasized: "We’re going to be definitely the stablecoin chain, not because we’re going to have the highest circulating supply of US-dollar stablecoins, but because we’ll be the stablecoin with the highest number of local currency stablecoins."

This openness aligns with Ethereum's ethos of decentralization and could attract developers building meme token projects that need seamless integration with various stablecoins for liquidity pools or trading pairs. For meme token enthusiasts, this means potentially lower fees and more accessible onramps from local currencies, reducing barriers in emerging markets where many viral memes gain traction.

경쟁자 비교

The article contrasts Gnosis with other emerging chains:

  • Arc by Circle: Focused on USDC as the native gas token, offering predictable fees and privacy features. It's EVM-compatible but could lean toward centralization favoring Circle's ecosystem.

  • Plasma: A stablecoin-native chain with zero-fee USDT transfers and confidential payments, boasting over $13 billion in bridged total value locked (TVL) thanks to incentives.

  • Tempo: Backed by Stripe and Paradigm, aiming for sub-second finality and merchant integrations, though details are still emerging.

  • Neura: A more speculative play, shifting from AI to stablecoins, with ambitions for gas-free transfers.

While Ethereum holds the lion's share—over $100 billion in stablecoins and robust DeFi—Gnosis's bet on diversity could carve out a niche. Non-USD stablecoins currently represent a small slice of the market, but growth in regional variants could explode with better infrastructure.

밈 토큰 생태계에 대한 영향

For those in the meme token space, stablecoins aren't just boring hedges; they're the fuel for pumps and dumps. A more open chain like Gnosis could mean easier bridging of assets, better yields on stablecoin liquidity providing, and perhaps even meme-inspired stablecoins tied to local cultures. Imagine a peso-pegged stablecoin powering trades in Latin American meme communities— that could amplify network effects and bring in fresh capital.

However, challenges remain. Building liquidity, ensuring secure bridges, and competing on performance are hurdles Gnosis must clear. If successful, it could democratize onchain money, making blockchain more inclusive and boosting the overall ecosystem where meme tokens flourish.

As blockchain evolves, keeping an eye on these developments is key for anyone looking to stay ahead in crypto. Whether you're a DeFi degens or a meme token maximalist, the shift toward open stablecoin rails might just redefine how we trade and interact onchain.

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