Stablecoins de real passam de R$ 500 milhões, mas ainda engatinham frente às criptos de dólar
Entre as brasileiras, a BRLV lidera, somando R$ 221,8 milhões emitidos. Logo atrás vem a BRLY, com R$ 220 milhões. Depois aparecem a BRLA, com R$ 88,7 milhões, e a BRL1, ainda bem menor, com quase R$ 6 milhões. Veja o gráfico abaixo.
Esse mercado não surgiu agora. Ao longo de 2025, o uso dessas criptos já movimentou cerca de R$ 20 bilhões.
E tem mais vindo por aí: nos últimos meses, a B3 e o ex-diretor do Banco Central, Tony Volpon, divulgaram que novos tokens atrelados ao real vão entrar em cena neste ano.
Ainda assim, vale colocar em perspectiva: o mercado brasileiro segue minúsculo perto das stablecoins em dólar. Juntas, USDT e USDC (as duas maiores do setor) somam cerca de US$ 264 bilhões em valor de mercado – algo equivalente a duas Petrobras.
Veja as cotações das principais criptomoedas às 9h25.
Bitcoin (BTC): +1,22%, US$ 70.579,62
Ethereum (ETH): -0,58%, US$ 2.146,22
XRP (XRP): -0,09%, US$ 1,45
BNB (BNB): -0,14%, US$ 643,70
Solana (SOL): +20,20%, US$ 89,34
Outros destaques do mercado cripto
Cripto turbina tesouraria. A Méliuz, plataforma brasileira de cashback e cupons que mantém parte da tesouraria em bitcoin, divulgou ontem o balanço do 4º trimestre de 2025. O resultado animou o mercado – e o papel fechou com alta de 11%. Além dos números, a empresa deu um recado claro: quer avançar na criação de produtos que conectem investidores ao universo cripto.
Impasses na lei cripto. O projeto que cria regras para o mercado de criptomoedas nos EUA, o Clarity Act, segue naquele "quase vai" há semanas – e ainda não destravou. Republicanos se reuniram na quinta para tentar fechar os últimos pontos que devem definir como o setor será regulado. A novela continua girando em torno de recompensas de stablecoins (uma espécie de "rendimento" em cripto), algo que os bancos não curtem nada.
De olho no ouro tokenizado. O World Gold Council, organização que atua para promover o metal, quer dar um upgrade no mercado de ouro tokenizado – e, de quebra, ganhar espaço no mundo cripto. Em parceria com o Boston Consulting Group, a entidade propôs um modelo chamado "Gold as a Service", que cria uma espécie de infraestrutura compartilhada para lastrear tokens em ouro físico.
Quer saber mais sobre cripto? Assine o morning call do InvestNews!
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Source Quality
Source classification (primary/secondary/tertiary), named vs anonymous, expert credentials, variety
Summary
Adequate named sources and some primary indicators, but lacks direct primary sourcing.
Specific Findings from the Article (3)
"ex-diretor do Banco Central, Tony Volpon"
Named expert source with credentials mentioned.
Named source"vulgaram que novos tokens atrelados ao real vão entrar em cena neste ano"
Attributed announcement from B3 and Tony Volpon, but not direct quotes.
Secondary source"divulgou ontem o balanço do 4º trimestre de 2025"
Cites company disclosure from Méliuz without direct sourcing.
Tertiary sourcePerspective Balance
Acknowledgment of multiple viewpoints, counterarguments, and balanced presentation
Summary
Some balance indicators present, but lacks explicit counterarguments.
Specific Findings from the Article (2)
"Ainda assim, vale colocar em perspectiva"
Acknowledges comparative context between real and dollar stablecoins.
Balance indicator"algo que os bancos não curtem nada"
Notes banking industry perspective on stablecoin rewards.
Balance indicatorContextual Depth
Background information, statistics, comprehensiveness of coverage
Summary
Good context and supporting data with historical and comparative elements.
Specific Findings from the Article (3)
"Vale o lembrete: stablecoins são criptomoedas pareadas a ativos tradicionais"
Provides explanatory background for readers.
Background"somando R$ 221,8 milhões emitidos"
Includes specific data on BRLV stablecoin.
Statistic"Esse mercado não surgiu agora. Ao longo de 2025, o uso dessas criptos já movimentou cerca de R$ 20 bilhões."
Provides historical context and scale.
Context indicatorLanguage Neutrality
Absence of loaded, sensationalist, or politically biased language
Summary
Mostly neutral language with 1-2 minor instances of informal tone.
Specific Findings from the Article (2)
"não curtem nada"
Informal, slightly colloquial phrasing.
Sensationalist"O resultado animou o mercado – e o papel fechou com alta de 11%"
Neutral reporting of market reaction.
Neutral languageTransparency
Author attribution, dates, methodology disclosure, quote attribution
Summary
Author and date present, good quote attribution, but lacks methodology disclosure.
Specific Findings from the Article (1)
"a B3 e o ex-diretor do Banco Central, Tony Volpon, divulgaram que"
Clear attribution for announcement.
Quote attributionLogical Coherence
Internal consistency of claims, absence of contradictions and unsupported causation
Summary
No logical issues detected; claims are consistent and well-structured.
Core Claims & Their Sources
-
"Brazilian real-pegged stablecoins have surpassed R$500 million but remain small compared to dollar stablecoins."
Source: Market data and comparative analysis presented by the author. Named secondary
-
"BRLV leads Brazilian stablecoins with R$221.8 million issued."
Source: Market data cited without specific source attribution. Named secondary
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"New real-pegged tokens will enter the market this year."
Source: Attributed to B3 and former Central Bank director Tony Volpon. Named secondary
Logic Model Inspector
ConsistentExtracted Propositions (7)
-
P1
"Stablecoins are cryptocurrencies pegged to traditional assets like the dollar, euro, or real."
Factual -
P2
"BRLV leads Brazilian stablecoins with R$221.8 million issued."
Factual -
P3
"In 2025, the use of these cryptocurrencies moved about R$20 billion."
Factual -
P4
"USDT and USDC together have a market value of about US$264 billion."
Factual -
P5
"Méliuz reported Q4 2025 results and its stock closed up 11%."
Factual -
P6
"Méliuz's Q4 2025 results causes animated the market and stock rose 11%"
Causal -
P7
"Banks' dislike of stablecoin rewards causes impasses in US crypto regulation (Clarity Act)"
Causal
Claim Relationships Graph
View Formal Logic Representation
=== Propositions === P1 [factual]: Stablecoins are cryptocurrencies pegged to traditional assets like the dollar, euro, or real. P2 [factual]: BRLV leads Brazilian stablecoins with R$221.8 million issued. P3 [factual]: In 2025, the use of these cryptocurrencies moved about R$20 billion. P4 [factual]: USDT and USDC together have a market value of about US$264 billion. P5 [factual]: Méliuz reported Q4 2025 results and its stock closed up 11%. P6 [causal]: Méliuz's Q4 2025 results causes animated the market and stock rose 11% P7 [causal]: Banks' dislike of stablecoin rewards causes impasses in US crypto regulation (Clarity Act) === Causal Graph === méliuzs q4 2025 results -> animated the market and stock rose 11 banks dislike of stablecoin rewards -> impasses in us crypto regulation clarity act
All claims are logically consistent. No contradictions, temporal issues, or circular reasoning detected.