According to @Nick_van_Eck, global stablecoin liquidity will concentrate into roughly 5–10 open-loop payment stablecoins such as AUSD, USDC, and USDT due to network effects spanning user demand, venue acceptance, and deep markets across spot, perps, and futures, prioritizing credible neutrality, global liquidity, and broad utility for settlement and trading use cases, source: @Nick_van_Eck on X, Dec 29, 2025. He states open-loop coins are defined by credible neutrality, global liquidity, and global utility, while noting USDC as an exception on neutrality because Coinbase/Circle compete with some customers via Base, Arc, custody, trading venues, and prediction markets, source: @Nick_van_Eck on X, Dec 29, 2025. He adds that thousands of whitelabel stablecoins will exist for closed-loop purposes like loyalty and in-game tokens, or where brand, regulatory, or product constraints require it, and that most custom coins pursue specific objectives rather than competing as global open-loop money, source: @Nick_van_Eck on X, Dec 29, 2025. For trading and integration, he says AUSD can be used to pair liquidity, serve as the deposit and withdrawal asset for minting and redemption of new custom stablecoins, enable revenue sharing, and leverage infrastructure such as LayerZero/Stargate, centralized exchanges, and on/off-ramps, source: @Nick_van_Eck on X, Dec 29, 2025. He notes Agora offers a whitelabel stablecoin product, references Paxos’s enterprise whitelabel history and that Coinbase recently announced a similar approach, and states Agora will power whitelabeled issuance for clients of a leading banking brand with more updates expected in Q1, source: @Nick_van_Eck on X, Dec 29, 2025. He underscores execution focus on real customer problems including cheaper money movement and interchange, easier borrow/lend, reduced counterparty risk, lower financing costs, onchain tokenization of RWAs, and faster settlement for institutional and consumer workflows, source: @Nick_van_Eck on X, Dec 29, 2025.

According to @Nick_van_Eck, @JoeSquawk described MON at $0.02 as a stocking stuffer, highlighting a specific quoted price level for MON. Source: X post by @Nick_van_Eck on Dec 24, 2025. The same post links to a CNBC interview where Dragonfly’s Rob Hadick projects another positive year in 2026 with emphasis on innovation in prediction markets, stablecoins, tokenized assets, and scalability and infrastructure for financial markets. Source: CNBC video published Dec 24, 2025; X post by @Nick_van_Eck on Dec 24, 2025. For traders, the explicitly quoted $0.02 level on MON and the named sectors provide concrete watch items drawn directly from the sources. Source: CNBC video published Dec 24, 2025; X post by @Nick_van_Eck on Dec 24, 2025.

According to @Nick_van_Eck, a new comprehensive podcast covers stablecoins, onchain finance, how AUSD (AUSD) differentiates, and current focus areas, directing traders to primary-source insights on stablecoin design and market structure; source: @Nick_van_Eck on X, Dec 17, 2025. He characterized it as “just the beginning of the onchain revolution,” highlighting themes that are directly relevant for monitoring stablecoin liquidity and onchain yield strategies; source: @Nick_van_Eck on X, Dec 17, 2025.

According to @Nick_van_Eck, Tokenized Podcast Ep. 60 spotlights accelerating stablecoin growth versus other tokenized real‑world assets and identifies instant finality and settlement speed as core advantages for on-chain settlement that matter to trading and treasury workflows; source: Nick van Eck on X Dec 8 2025; Tokenized Podcast on X Episode 60 announcement. The discussion highlights collateral mobility as a benefit for personal and corporate cash management, relevant to liquidity allocation across venues and chains; source: Tokenized Podcast on X Episode 60 announcement; Nick van Eck on X Dec 8 2025. Regulatory clarity via the GENIUS Act is flagged as a major unlock for institutional participation in tokenized markets, an important input for risk and compliance desks; source: Tokenized Podcast on X Episode 60 announcement; Nick van Eck on X Dec 8 2025. A European bank consortium preparing a Euro stablecoin named Kivalis and Sony’s plan to issue a stablecoin for its ecosystem are cited as expanding non-USD stablecoin rails that could shift liquidity patterns; source: Tokenized Podcast on X Episode 60 announcement; Nick van Eck on X Dec 8 2025. The episode also debates safety and utility trade-offs between tokenized deposits and stablecoins for banks, with implications for settlement risk, capital usage, and market structure; source: Tokenized Podcast on X Episode 60 announcement; Nick van Eck on X Dec 8 2025.

According to @Nick_van_Eck, choosing to work for a “casino” team focused solely on a TGE is a skill issue, and many high-integrity, focused teams are building across L1/L2, perps, yield+ stablecoins, and lending (source: @Nick_van_Eck on X, Dec 6, 2025). He said he is more energized than ever to work in crypto and framed the current period as a rare moment to reinvent market structure, export capital markets globally, and transform credit and money (source: @Nick_van_Eck on X, Dec 6, 2025). For traders, his comments highlight builder concentration in core infrastructure and DeFi primitives rather than short-term TGE narratives, pointing attention to L1/L2, perps, yield-focused stablecoins, and lending segments for fundamentals-driven monitoring (source: @Nick_van_Eck on X, Dec 6, 2025).

According to @Nick_van_Eck, AUSD (Agora) appointed @kate_onchain as Head of Engineering to lead onchain infrastructure and API initiatives, with the company stating it will lean heavily into these areas in the upcoming year; source: @Nick_van_Eck on X (Dec 2, 2025). According to @Nick_van_Eck, Kate spent the last five years at Coinbase overseeing the Coinbase Developer Platform portal, developer services, and APIs; source: @Nick_van_Eck on X. According to @Nick_van_Eck, over the past two years she built and led Base’s developer tools including the Base builder hub, Base Node, Paymaster/Bundler, Appchains, and OnchainKit; source: @Nick_van_Eck on X. According to @Nick_van_Eck, Base is described as one of the most active onchain ecosystems with 25K+ builders and 15M+ transactions per day; source: @Nick_van_Eck on X. According to @Nick_van_Eck, Agora reaffirmed its mission to transform money movement and said stablecoins will underpin a faster, more global financial fabric, while noting it is hiring; source: @Nick_van_Eck on X.

According to @Nick_van_Eck, prediction markets have siphoned attention from altcoins this cycle, with non-crypto friends discussing Kalshi and Polymarket rather than alts, source: @Nick_van_Eck on X, Dec 2, 2025. He frames prediction markets and perpetual DEXs as the current primetime conduits for speculation, source: @Nick_van_Eck on X, Dec 2, 2025. He asks what other net-new or newly mainstream venues are serving as speculation channels this cycle, source: @Nick_van_Eck on X, Dec 2, 2025. For trading strategy, this observation points to monitoring prediction markets and perp DEXs for retail-driven flow over traditional altcoin narratives this cycle, source: @Nick_van_Eck on X, Dec 2, 2025.

According to @Nick_van_Eck, Monad’s public mainnet and the MON token launch on Solana show that L1/L2 rails have improved exponentially and now act as high-liquidity venues for users, assets, and trading flows, directly relevant to onchain volume and execution quality, source: @Nick_van_Eck on X, Nov 27, 2025. He reports Monad averaged 45 TPS on Day 4 with very low costs, indicating fast, cheap transactions that can support active trading strategies, source: @Nick_van_Eck on X, Nov 27, 2025. He states Solana can deliver a large-CEX-level user base and volume without high fees, positioning SOL’s ecosystem as a competitive trading venue for DEX activity, source: @Nick_van_Eck on X, Nov 27, 2025. He notes Hyperliquid emerged as a fully onchain, high-performance venue and then launched its own rail, underscoring a shift to onchain market infrastructure, source: @Nick_van_Eck on X, Nov 27, 2025. He adds that improving interoperability and performance with open standards like EVM and SVM will drive network effects, with DEXs and onchain apps continuing to gain market share, source: @Nick_van_Eck on X, Nov 27, 2025.

According to @Nick_van_Eck, exceptional organizations acknowledge product and team deficiencies and address them directly, and traders should avoid organizations that present only positivity. Source: @Nick_van_Eck, X post on Nov 23, 2025, https://twitter.com/Nick_van_Eck/status/1992647000807141804. For crypto due diligence, this provides a practical screening rule: prioritize teams that publicly disclose problems and corrective actions, and treat one-sided marketing as a risk management red flag. Source: @Nick_van_Eck, X post on Nov 23, 2025, https://twitter.com/Nick_van_Eck/status/1992647000807141804. Traders can apply this rule across token issuers, DeFi protocols, exchanges, and Web3 startups to filter governance and execution risk before allocating capital. Source: @Nick_van_Eck, X post on Nov 23, 2025, https://twitter.com/Nick_van_Eck/status/1992647000807141804.

According to @Nick_van_Eck, Agora is partnering with @hizonpm and the Mu team to launch institutional-grade onchain credit products with stated capacity in the billions, indicating large-scale credit liquidity entering DeFi rails (source: @Nick_van_Eck on X). The announcement specifies product type (institutional onchain credit) and scale (“capacity in the billions”), which traders can monitor for effects on DeFi credit spreads, stablecoin utilization, and yield opportunities upon launch disclosures (source: @Nick_van_Eck on X). Near-term trading focus includes tracking the launch for details on chain selection, pool structure and tranching, underwriting standards, target APYs, and access controls to assess risk-adjusted returns and liquidity depth (source: @Nick_van_Eck on X).

According to @Nick_van_Eck, Agora is partnering at launch with @hizonpm and the Mu team to bring institutional-grade credit products on-chain with stated capacity in the billions (source: @Nick_van_Eck, X, Nov 21, 2025). According to @Nick_van_Eck, the announcement emphasizes working with high-integrity teams delivering unique on-chain products and includes a link to Mu Digital’s post for further details (source: @Nick_van_Eck, X, Nov 21, 2025). According to @Nick_van_Eck, the post does not disclose token tickers, blockchain networks, yield terms, or specific launch dates, indicating a high-level partnership update relevant to RWA DeFi credit markets (source: @Nick_van_Eck, X, Nov 21, 2025).

According to @Nick_van_Eck, he is discussing stablecoins at the Monad, Bitso, and EspacioCripto consumer payments day on Nov 17, 2025, confirming a session focused on stablecoin use in consumer payments; source: X post by @Nick_van_Eck, Nov 17, 2025. The post confirms participation and the event theme but does not disclose any product launches, integrations, or timelines that could directly impact market pricing or volumes; source: X post by @Nick_van_Eck, Nov 17, 2025. For trading relevance, monitor official updates from Monad, Bitso, EspacioCripto, and @Nick_van_Eck after the session for any announcements that may influence stablecoin rails and on/off-ramp liquidity, with this monitoring recommendation based on the event context stated in the source; source: X post by @Nick_van_Eck, Nov 17, 2025.

According to Nick van Eck, Tom described Ethereum as the ChatGPT for stablecoins in an X post on Nov 17, 2025, highlighting market focus on ETH’s role in stablecoin settlement and potential trading narratives around ETH. Source: x.com/Nick_van_Eck/status/1990233202342998022. On Ethereum, ERC-20 stablecoin transfers require ETH to pay gas and fees are partially burned under EIP-1559, so elevated stablecoin activity can increase ETH fee demand and burn intensity, which is relevant for ETH pricing and on-chain revenue. Source: ethereum.org/en/developers/docs/transactions, ethereum.org/en/developers/docs/gas. For trading confirmation, track ERC-20 stablecoin transfer volumes on Ethereum via Etherscan, stablecoin distribution by chain via DeFiLlama, ETH perpetual funding and basis via Binance or Bybit, and ETH options skew via Deribit, while comparing ETH/BTC momentum for relative strength signals. Source: etherscan.io, defillama.com/stablecoins, binance.com, bybit.com, deribit.com. Stablecoin activity is also significant on other chains such as Tron, so fee accrual and narrative spillovers can differ by chain; verify chain share before positioning ETH-exposed trades. Source: defillama.com/stablecoins.

According to @Nick_van_Eck, he issued a roll call for DevConnect in Buenos Aires inviting teams building payment, yieldcoin, or trading applications to reach out to Facundo for hands-on growth support. Source: Nick van Eck on X, Nov 14, 2025. He described Facundo as a thoughtful, hands-on growth partner and provided a direct contact link at x.com/werningfacundo/status/1989402028276334732. Source: Nick van Eck on X, Nov 14, 2025. This outreach highlights a direct business-development contact for payments, yieldcoin, and trading application teams during DevConnect. Source: Nick van Eck on X, Nov 14, 2025.

According to @Nick_van_Eck, there are currently no federally licensed stablecoins in the United States, and despite GENIUS being law, there is no active federal regulation, making any claims to the contrary deceptive marketing (source: @Nick_van_Eck on X, Oct 14, 2025). For trading due diligence, market participants should verify issuer status via federal MSB registration and state money transmitter licensing records, as the U.S. framework relies on FinCEN MSB registration at the federal level and state-by-state licensing rather than a unified federal license (sources: U.S. Treasury FinCEN MSB Registration Guidance; Conference of State Bank Supervisors). Traders should avoid treating any “federally licensed” marketing as a risk reducer and instead anchor risk assessments to verifiable registrations and licenses until an active federal regime is implemented (sources: @Nick_van_Eck on X, Oct 14, 2025; U.S. Treasury FinCEN; Conference of State Bank Supervisors).

According to @Nick_van_Eck, the combination of the Federal Reserve cutting rates while risk assets sit at all-time highs and tokens serving as the primary product/exit in recent months points to ongoing distribution pressure that can cap rallies and increase sell supply across new crypto launches, impacting trade selection and risk management for token markets; source: @Nick_van_Eck on X, Oct 11, 2025.

According to @Nick_van_Eck, Stripe’s next announcement will enable true retail pay with crypto without abstraction by not using Visa settlement rails; source: @Nick_van_Eck. He states that current stablecoin spending via Rain or Kulipa still settles to Visa rails, which he contrasts with Stripe moving settlement to its own Tempo payment rail; source: @Nick_van_Eck. He adds that Stripe can use Privy to spin up merchant wallets on Tempo and cut out Visa completely, shifting settlement to Stripe’s infrastructure; source: @Nick_van_Eck. He expects Stripe to charge roughly 1-1.5% on these crypto payments, calling it a modest improvement over Visa rather than driving fees toward zero; source: @Nick_van_Eck.

According to Nick van Eck, the current theme is TradFi and DeFi convergence, indicating integration between traditional institutions and decentralized protocols rather than one displacing the other, which frames the market narrative traders track for liquidity and sector flows; source: Nick van Eck on X, Oct 4, 2025. The post provides no tickers, timelines, or metrics, so it serves as a high-level thesis signal rather than an actionable trade setup; source: Nick van Eck on X, Oct 4, 2025.

According to @Nick_van_Eck, cross-border and stablecoin demand in emerging markets is off the charts, with the Bitso Stablecoin Conference in Mexico City standing out as a key event this year for real-economy use cases in payments and remittances, source: @Nick_van_Eck on X, Sep 11, 2025. He reported the highest density of decision-makers from corporates, payment companies, neobanks, and TradFi, calling it the most productive crypto-adjacent conference of the year, source: @Nick_van_Eck on X, Sep 11, 2025. He said this signals a Stablecoin Moment similar to last year’s Bitcoin ETF moment, noting that over 90% of stablecoin activity still comes from crypto trading while the next large pockets of adoption resemble 2019 DeFi and have yet to materialize, source: @Nick_van_Eck on X, Sep 11, 2025. He added that remittance and banking firms are now holding active C-level discussions on stablecoin integration, with key management and operational handling under evaluation, source: @Nick_van_Eck on X, Sep 11, 2025. He noted that as more real-economy transfers move through stablecoins, myths about liquidity, user preference, and branding are breaking down, source: @Nick_van_Eck on X, Sep 11, 2025. He observed intensifying competition across the stablecoin stack, with companies expanding vertically and horizontally, posing strategic challenges to TradFi incumbents, source: @Nick_van_Eck on X, Sep 11, 2025. He also highlighted hosting his first in-person LatAm event with Nonco and sponsoring the conference, and said his team is building for this adoption wave via AUSD, source: @Nick_van_Eck on X, Sep 11, 2025. For traders, these signals point to rising payment-driven stablecoin flows, growing LatAm partnerships, and competitive shifts that may influence liquidity, spreads, and on/off-ramp volumes, based on the above observations, source: @Nick_van_Eck on X, Sep 11, 2025.

According to @Nick_van_Eck, the core question for traders is what occurs if a stablecoin platform fails to obtain a required charter and whether customer stablecoins must be deprecated, highlighting regulatory and counterparty risk for on-chain liquidity management; he raised this directly on X on Sep 10, 2025: https://twitter.com/Nick_van_Eck/status/1965919924834226655. In New York, fiat-backed stablecoins issued by DFS-regulated entities are subject to the June 2022 stablecoin guidance, which requires full backing, redeemability, and custody at approved institutions, and non-compliant arrangements can face supervisory action, per NYDFS industry guidance: https://www.dfs.ny.gov/industry_guidance/industry_letters/il20220608_stablecoin. A concrete precedent is NYDFS directing Paxos to cease minting BUSD in February 2023, after which Paxos initiated an orderly wind-down and continued redemptions, demonstrating regulators can mandate issuance halts and redemptions rather than perpetual operation without proper authorization: https://www.dfs.ny.gov/press_releases/pr20230213 and https://paxos.com/2023/02/13/paxos-will-halt-minting-of-busd. Following that action, BUSD’s circulating market cap collapsed from its 2023 peak toward near-zero by 2024, and liquidity migrated to other stablecoins, as evidenced by BUSD’s historical market cap chart: https://www.coingecko.com/en/coins/binance-usd. For customer disclosures, NYDFS requires clear, conspicuous redemption policies and terms to be provided to users, which directly addresses what current and prospective customers must be told about redemption rights and operational risks: https://www.dfs.ny.gov/industry_guidance/industry_letters/il20220608_stablecoin. For traders, the precedent indicates that if a charter or equivalent authorization is not secured, regulators can require a halt to new issuance and an orderly redemption wind-down, which historically has led to supply contraction and liquidity reallocation across stablecoin pairs and venues: https://www.dfs.ny.gov/press_releases/pr20230213 and https://www.coingecko.com/en/coins/binance-usd.