Stablecoin 1.0 put the dollar on chain. Stablecoin 2.0 is about "changing who owns the economics."
@rjvollono of @stbl_official tells @RemyBlaireNews the old model had users providing all the value while issuers captured all the yield, with STBL moving toward ecosystem owned money instead.
🚨 Over the past few days, three articles have been co-written with @Pauldubois !
We can't guarantee STBL's success, but we'll give you the keys to understanding why @stbl_official has the potential to be one of the big winners of the next cycle.
In some cases, price is just noise, and the real added value is what's being built behind the scenes. This is where $STBL stands today.
So, forget about the price and immerse yourself in reading about the future of finance
1⃣ - The balance Sheet Thesis or why STBL is the AWS of stablecoins https://t.co/4JeIlGQeue
2⃣ - The Wooden Dollar and why STBL is quietly rebuilding how institutional yield moves https://t.co/fQqd1kvXQx
3⃣ - When hundreds of companies run on STBL
https://t.co/WkJlr1Nkjz
@avtarsehra@Reeve_Collins@bundeep@rjvollono@BrianneFrey@Mrbullemmy@Trail2Crypto@gemhunter2_0@CryptoGems100YT
Stablecoins now move more raw value than Visa and Mastercard combined. They're still about 1% of global payment flows, the same share they held in 2023.
Both things are true at the same time.
When Visa asked its own people to rate institutional stablecoin adoption from one to ten, the answer was 0.5. Most firms say their infrastructure is ready. Almost none have shipped at scale.
The technology stopped being the constraint a while ago. What's left is the distance between ready and shipped, and that distance is where the next few years get decided.
Credit: https://t.co/90IbVj31Uv
Everyone says $STBL is dead.
The chart says otherwise.
Overlay Global Net Liquidity on the @stbl_official chart and every major high and low lines up. It's not flatlining it's breathing with the entire market.
So why is it down? Simple: a token unlock added 83% to circulating supply in June. That's dilution, not death.
Dilution gets absorbed. Dead coins don't track macro liquidity tick for tick.
Low but not dead. NFA, DYOR.