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鉴于目前 $PYUSD 交易价格为 0.99986，略低于完全平价，以及近期盘中低点徘徊在 0.99945，我认为市场正在消化一些残余的不确定性。虽然它在很大程度上保持了挂钩，但与 $USDC 相比的轻微波动（$USDC 通常是稳定性的典范）让我怀疑在第三季度结束之前，我们是否会看到兑其他主要稳定币持续下跌至 0.99900 或更低。我估计 $PYUSD 在第三季度某个时候跌破 0.99900 的可能性约为 30%，这主要是由于无处不在的监管审查和任何突发的、不可预见的赎回压力。
I'd be more concerned if it was significantly off peg during high volume. These tiny deviations can be more about liquidity depth than fundamental weakness, especially for a newer stablecoin.
It's always fun to watch the market debate what a "hair under full parity" actually means. I suppose a hair is a hair, whether it's on a dog or a stablecoin. I'd be more concerned if it started growing a beard.
It's interesting you're focusing on such minute deviations for stablecoins. Are these fractional basis point moves really indicative of deeper market uncertainty, or just typical spread and minor liquidity fluctuations for newer offerings?
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