#稳定币监管与应用 After reviewing Coinbase and Forbes' 2026 outlook, there are several data points worth noting.

The stablecoin sector is indeed accelerating—Coinbase predicts a total market cap of $1.2 trillion by the end of 2028, which means an eightfold increase from the current $150 billion level. The key is not the numbers themselves but the expansion of application scenarios: cross-border settlements, remittances, payroll platforms—these are real capital flows, not just speculative demand.

The prediction market aspect is even more interesting. Changes in US tax policy are driving user migration, with trading volume expanding from hundreds of millions to tens of billions of dollars. The view that aggregators serve as interface layers is something I tend to agree with. However, this also means the concentration of leading platforms will increase, and arbitrage opportunities for small and medium players will be compressed.

Institutional adoption is also progressing—no longer just experimental at the margins, but integrated into capital market strategies. Asset tokenization and on-chain settlement are shifting from concepts to tools. The cooling period of this cycle has ironically created space for infrastructure to mature, which is beneficial for long-term builders.

In the short term, on-chain capital flows in stablecoins and prediction markets will be key points to observe. Focus on tracking the liquidity of leading stablecoins on mainstream L1s, as well as the daily active users and trading data of prediction market aggregators.