ステーブルコイン供給ローテーションの現在の動向を観察すると、USDT監査強化(KPMG、PwC採用)により機関投資家の信頼が回復し、USDCからの資金流入が加速している。オンチェーンデータでは過去7日間でUSDT供給量が2.3%増加し、同期間USDCは1.8%減少しており、規制透明性がステーブルコイン選別の主要指標となっていることが明確だ。
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