{"id":65640,"date":"2026-10-27T19:20:53","date_gmt":"2026-10-27T19:20:53","guid":{"rendered":"https:\/\/cp.snarskis.lt\/index.php\/2026\/10\/27\/mizuho-di-agentai-gali-sumazinti-circle-pajamas-iki-20-proc-spaudimas-usdc-modeliu-auga\/"},"modified":"2026-10-27T19:20:53","modified_gmt":"2026-10-27T19:20:53","slug":"mizuho-di-agentai-gali-sumazinti-circle-pajamas-iki-20-proc-spaudimas-usdc-modeliu-auga","status":"publish","type":"post","link":"https:\/\/cp.snarskis.lt\/index.php\/2026\/10\/27\/mizuho-di-agentai-gali-sumazinti-circle-pajamas-iki-20-proc-spaudimas-usdc-modeliu-auga\/","title":{"rendered":"\u201eMizuho\u201c: DI agentai gali suma\u017einti \u201eCircle\u201c pajamas iki 20 proc., spaudimas USDC modeliu auga"},"content":{"rendered":"

JAV investicinis bankas \u201eMizuho\u201c persp\u0117ja, kad spart\u0117jantis DI agent\u0173 paplitimas gali reik\u0161mingai pakeisti tai, kaip \u017emon\u0117s renkasi, kur laikyti pinigus, ir d\u0117l to \u201eCircle\u201c vidutinio laikotarpio pajamos gali patirti iki 20 proc. sm\u016bg\u012f. Banko analitikai \u0161i\u0105 rizik\u0105 sieja su tuo, kad i\u0161man\u016bs asmeniniai asistentai aktyviai si\u016blys USDC tur\u0117tojams alternatyvas, galin\u010dias duoti didesn\u0119 gr\u0105\u017e\u0105.<\/p>\n

Kartu \u201eMizuho\u201c suma\u017eino \u201eCircle Internet Group\u201c akcijos tikslin\u0119 kain\u0105 iki 43 JAV doleri\u0173, ta\u010diau straipsnyje visos sumos pateikiamos eurais, tod\u0117l \u0161i prognoz\u0117 atitinka ma\u017edaug 40 eur\u0173. Bankas i\u0161laik\u0117 neigiam\u0105 rekomendacij\u0105 ir akcentavo, kad pagrindinis pa\u017eeid\u017eiamumas slypi ne pa\u010diame stablecoine, o \u201eCircle\u201c pajam\u0173 strukt\u016broje.<\/p>\n

Kur slypi gr\u0117sm\u0117 \u201eCircle\u201c pajamoms<\/h2>\n

\u201eCircle\u201c reik\u0161ming\u0105 dal\u012f pajam\u0173 u\u017edirba i\u0161 rezerv\u0173, kuriais u\u017etikrinamas USDC stabilumas, investicij\u0173 gr\u0105\u017eos. Jei DI agentai vartotojus nuosekliai nukreips \u012f produktus, kurie pasi\u016blys didesnes pal\u016bkanas nei USDC laikymas be papildomos gr\u0105\u017eos, USDC apimtis gali ma\u017e\u0117ti, o kartu ma\u017e\u0117t\u0173 ir rezerv\u0173 pajamos.<\/p>\n

\u201eMizuho\u201c vertinimu, DI agentai gal\u0117t\u0173 nukreipti dal\u012f USDC tur\u0117toj\u0173 \u012f tradicinius, ind\u0117li\u0173 draudimu apsaugotus taupymo produktus. Net jei vartotojai nor\u0117t\u0173 likti kriptoturte, analitikai teigia, kad agentai da\u017enai rinksis kitus sprendimus ir platformas, o ne tiesiogin\u012f USDC laikym\u0105 \u201eCircle\u201c ekosistemoje.<\/p>\n

Prognoz\u0117s: galimas USDC apimties ma\u017e\u0117jimas<\/h2>\n

\u201eMizuho\u201c skai\u010diavimai rodo, kad pla\u010diau pritaikius DI agentus USDC rinkos kapitalizacija teori\u0161kai gal\u0117t\u0173 suma\u017e\u0117ti 4\u20139 mlrd. JAV doleri\u0173, tai yra ma\u017edaug 3,7\u20138,3 mlrd. eur\u0173. Toks scenarijus reik\u0161t\u0173 ma\u017eesn\u012f vidutin\u012f USDC kiek\u012f apyvartoje ir tiesiogiai ma\u017eint\u0173 \u201eCircle\u201c rezerv\u0173 pajamas.<\/p>\n

Pagal greitesnio DI \u012fsisavinimo scenarij\u0173 analitikai nurodo galim\u0105 kapitalo nutek\u0117jim\u0105 \u012f fiat produktus ir dalies l\u0117\u0161\u0173 perskirstym\u0105 \u012f didesn\u0119 gr\u0105\u017e\u0105 si\u016blan\u010dius stablecoinus. Tokiu atveju, \u201eMizuho\u201c vertinimu, rezerv\u0173 pajamos gal\u0117t\u0173 suma\u017e\u0117ti apie 18 proc., o tai priart\u0117t\u0173 prie j\u0173 \u012fvardijamos 10\u201320 proc. rizikos zonos.<\/p>\n

Platesnis kontekstas: stablecoin\u0173 konkurencija ir pal\u016bkan\u0173 aplinka<\/h2>\n

Stablecoin\u0173 rinka vis labiau konkurencinga, o vartotoj\u0173 elgsen\u0105 lemia ne tik patogumas, bet ir gr\u0105\u017ea bei rizikos suvokimas. Jei bazin\u0117s pal\u016bkan\u0173 normos i\u0161lieka pakankamai auk\u0161tos, tradiciniai taupymo produktai tampa patrauklesni, o DI agentai gali dar labiau sustiprinti \u0161i\u0105 tendencij\u0105, nes pasi\u016blymus pateiks greitai ir personalizuotai.<\/p>\n

\u0160i dinamika ypa\u010d svarbi USDC, nes dalis jo laikytoj\u0173 negauna tiesiogin\u0117s gr\u0105\u017eos vien u\u017e tur\u0117jim\u0105, o pajam\u0173 nauda labiau koncentruojasi emitento ir partneri\u0173 pus\u0117je. D\u0117l to \u201eCircle\u201c gali tekti ie\u0161koti nauj\u0173 b\u016bd\u0173 i\u0161laikyti apimtis, skatinti laikym\u0105 savo kanaluose arba pl\u0117sti pajamas u\u017e rezerv\u0173 modelio rib\u0173.<\/p>\n

\u201eManome, kad DI asmenini\u0173 asistent\u0173 varikliai kelia ai\u0161ki\u0105 rizik\u0105 \u201eCircle\u201c vidutinio laikotarpio pajamoms\u201c, \u2013 teig\u0117 \u201eMizuho\u201c analitikai.<\/p>\n

Pastaraisiais metais USDC i\u0161laiko svarb\u0173 vaidmen\u012f atsiskaitymuose blok\u0173 grandin\u0117je, ta\u010diau \u201eMizuho\u201c analiz\u0117 primena, kad technologiniai poky\u010diai gali smogti ne tik kainai ar apimtims, bet ir pa\u010diam verslo modeliui. Rinkai judant link automatizuot\u0173 finansini\u0173 sprendim\u0173, konkurencija persikelia \u012f tai, kas taps numatytuoju pasirinkimu DI agent\u0173 rekomendacijose.<\/p>\n","protected":false},"excerpt":{"rendered":"

\u201eMizuho\u201c persp\u0117ja, kad DI agentai gali nukreipti USDC tur\u0117tojus \u012f didesn\u0119 gr\u0105\u017e\u0105 si\u016blan\u010dias alternatyvas ir suma\u017einti \u201eCircle\u201c rezerv\u0173 pajamas iki 20 proc.<\/p>\n","protected":false},"author":0,"featured_media":65641,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[94],"tags":[115,8476,102,114,50508,9351,4597],"miestas":[],"class_list":["post-65640","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finansai","tag-bitcoin","tag-circle","tag-dirbtinis-intelektas","tag-kriptovaliutos","tag-mizuho","tag-stablecoinai","tag-usdc"],"acf":[],"_links":{"self":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/65640","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/types\/post"}],"replies":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/comments?post=65640"}],"version-history":[{"count":0,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/posts\/65640\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media\/65641"}],"wp:attachment":[{"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/media?parent=65640"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/categories?post=65640"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/tags?post=65640"},{"taxonomy":"miestas","embeddable":true,"href":"https:\/\/cp.snarskis.lt\/index.php\/wp-json\/wp\/v2\/miestas?post=65640"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}