Tether 使用 1.27 亿美元的 Drift 救援来挑战 Circle 对 Solana 支付的控制
Burns Brief
USDT 稳定币发行商 Tether 已介入，为 Drift Protocol 制定大规模复苏计划，Drift Protocol 是一家基于 Solana 的去中心化交易所 (DEX)，该交易所早些时候因 2.86 亿美元的漏洞而陷入瘫痪……市场情绪正在转为积极，交易员和分析师指出，未来几个交易日可能出现后续势头。观察 $BTC $ETH $SOL 的反应 - 高于或低于关键水平的决定性走势将确认下一个趋势。
USDT stablecoin issuer Tether has stepped in to anchor a massive recovery plan for Drift Protocol, the Solana -based decentralized exchange (DEX) that was crippled by a $286 million exploit earlier this month. However, the rescue package includes a potent commercial string that could challenge Circle's dominance of USDC on the Solana blockchain. According to the recovery plan, Drift must abandon its long-standing reliance on Circle Internet Financial's USDC and pivot its entire ecosystem to Tether's USDT . Why this matters Solana has quietly become the main highway for cheap, fast stablecoin payments, with USDC long seen as the safer default. Forcing one of its flagship DEXs to go USDT-first doesn’t just plug Drift’s balance-sheet hole; it tests whether users, apps, and market-makers will follow Tether’s faster, more interventionist playbook over Circle’s slower, more legalistic one. The deal marks a calculated offensive by Tether to capture market share on Solana, a blockchain that has rapidly emerged as the primary battlefield for retail payments and high-frequency decentralized finance (DeFi). While USDT remains the global king of liquidity with a market capitalization of $185 billion, it has historically trailed Circle on the Solana network. By bailing out one of the ecosystem's most prominent protocols, Tether is effectively buying a seat at the head of the table. Related Reading Tether mints $2 billion in USDT as supply reaches a record-breaking $160 billion The latest minting spree reflects intensified crypto market activity as Bitcoin reaches a new all-time high. Jul 16, 2025 · Oluwapelumi Adejumo The price of Drift's lifeline The recovery framework, announced on April 16, involves a $127.5 million injection from Tether. Additional unnamed partners are expected to contribute a further $20 million to help fill the hole left by the April 1 heist. Investigators have since attributed the attack to North Korean cybercriminals who allegedly spent months infiltrati
Key Takeaways
- However, the rescue package includes a potent commercial string that could challenge Circle's dominance of USDC on the Solana blockchain
- According to the recovery plan, Drift must abandon its long-standing reliance on Circle Internet Financial's USDC and pivot its entire ecosystem to Tether's USDT
- Why this matters Solana has quietly become the main highway for cheap, fast stablecoin payments, with USDC long seen as the safer default
- While USDT remains the global king of liquidity with a market capitalization of $185 billion, it has historically trailed Circle on the Solana network
- By bailing out one of the ecosystem's most prominent protocols, Tether is effectively buying a seat at the head of the table