According to the source, Rain announced a partnership with Plasma to make USD₮ (USDT) spendable at over 150M merchants worldwide, as stated in an X post on Sep 17, 2025: https://twitter.com/Cointelegraph/status/1968419957529596353. The post provides no details on launch timeline, supported payment rails, jurisdictions, KYC requirements, or fees, limiting immediate assessment of execution quality and merchant acceptance depth; source: https://twitter.com/Cointelegraph/status/1968419957529596353. For traders, the claim is directly relevant to stablecoin utility and payments adoption tracking because it centers on enabling real-world spending of USDT at scale; source: https://twitter.com/Cointelegraph/status/1968419957529596353.

According to @KobeissiLetter, the U.S. Treasury posted a 345 billion budget deficit in August 2025, the largest monthly deficit of 2025 and the second-worst August on record, rising from July’s 291 billion (source: The Kobeissi Letter on X, Sep 12, 2025). Government spending surged to 689 billion for the month, pushing the fiscal year 2025 deficit to 1.97 trillion through eleven months, on track to be the third-largest annual shortfall after 2020 and 2021 (source: The Kobeissi Letter on X, Sep 12, 2025). The author characterizes this as an accelerating deficit spending spiral, a macro backdrop traders monitor when assessing Treasury supply, bond yields, U.S. dollar direction, and crypto risk sentiment in assets such as BTC and ETH (source: The Kobeissi Letter on X, Sep 12, 2025).

According to @stonecoldpat0, the US policy appeal of USD stablecoins is to expand the buyer base for US Treasuries rather than to transition everything into stablecoins and then devalue them, which would also devalue USD itself; source: @stonecoldpat0. He calls the devaluation narrative scaremongering and asserts stablecoins are positioned to gain significant market share in coming years, with USD enjoying a head start due to market forces; source: @stonecoldpat0. For traders, his view points to tracking stablecoin market share and demand for T-bills as indicators for on-chain USD liquidity conditions that underpin crypto trading activity; source: @stonecoldpat0.

According to André Dragosch, in an X post on Aug 30, 2025, he states that when Bitcoin wins, Treasuries will fade, local currencies will fade, the Federal Reserve loses control, and the money printer runs out of toner. Source: André Dragosch on X, Aug 30, 2025. This positions a trading view that is bullish BTC and bearish on U.S. Treasuries and fiat currencies, implying relative outperformance of BTC versus duration and the U.S. dollar in a regime of declining confidence in sovereign debt and monetary policy. Source: André Dragosch on X, Aug 30, 2025.

According to Miles Deutscher, the primary winner of the stablecoin race is the U.S. dollar rather than Ethereum or Solana, source: Miles Deutscher on X, Aug 14, 2025. According to Miles Deutscher, BRICS-led de-dollarization is a threat and the counter is to embrace stablecoins and blockchain at the policy level, including his reference to Trump’s support and the Genius Act, source: Miles Deutscher on X, Aug 14, 2025. According to Miles Deutscher, this framing positions USD as the net beneficiary of broader stablecoin adoption, a trading-relevant takeaway for assessing where value accrues in crypto markets, source: Miles Deutscher on X, Aug 14, 2025. According to Miles Deutscher, ETH and SOL are not the main beneficiaries in this setup, shifting focus toward USD-denominated stablecoin demand within crypto liquidity, source: Miles Deutscher on X, Aug 14, 2025.

According to Omkar Godbole, recent weekly price action in major markets shows critical reversal signals: NVDA (NVIDIA) formed a weekly Doji, indicating potential indecision or market top; the US Dollar Index (USD) experienced a failed breakout, pointing to possible weakness; the Dow Jones (Dow) displays a triple top pattern, which often precedes downward moves; and E-mini S&P 500 futures (ES, SPX) posted a bearish engulfing weekly candle, suggesting a reversal may be underway. These technical signals are closely watched by traders as they could impact equity and crypto markets by altering risk sentiment and capital flows. Source: Omkar Godbole

According to @Tether_to, USD₮ (Tether) is now live on KaiaChain and LINE's dapp_portal, expanding stablecoin trading opportunities and increasing liquidity on these platforms. This integration is expected to boost cross-chain transactions and appeal to users seeking efficient on-chain stablecoin transfers. For crypto traders, the availability of USD₮ on KaiaChain and LINE's ecosystem may drive new arbitrage strategies and enhance participation in DeFi protocols, as cited by Tether's official announcement on Twitter.

According to Michaël van de Poppe, SEI shows a strong signal with Trump's team reportedly purchasing the cryptocurrency. The asset is experiencing significant buying momentum against the USD and a noticeable bullish divergence against Bitcoin, suggesting a potential bottom.

According to AltcoinGordon, the recent strengthening of the US dollar is negatively impacting the value of stablecoins. This trend indicates a potential risk for traders relying on stablecoins for stability in volatile markets. Monitoring the USD's movements could be crucial for predicting stablecoin performance. Traders should consider the implications of a strong USD on their crypto portfolios, particularly those heavily reliant on stablecoins for hedging purposes.

According to @jessepollak, on-chain USD to IDR transactions have officially surpassed off-chain options in terms of performance. This development indicates a shift towards more efficient and possibly cost-effective trading methods leveraging blockchain technology. Traders might consider evaluating on-chain solutions for better transaction efficiency.

According to @KookCapitalLLC, Larry Fink mentioned the possibility of the USD losing its reserve status to Bitcoin. This statement could influence traders by suggesting a shift in global economic power dynamics, where Bitcoin might gain more traction as a hedge against traditional currencies. Traders should monitor Bitcoin's market movements and regulatory developments closely.

According to Farside Investors, the WisdomTree Bitcoin ETF reported a daily flow of 0 million USD. This indicates no new investments or withdrawals for this particular day, suggesting a stagnant interest or movement in the fund's assets. This lack of activity could impact short-term trading strategies, as traders might interpret it as a signal of stability or lack of volatility in the market. [Source: Farside Investors]

According to Farside Investors, the Bitcoin ETF Daily Flow for BTC in USD was reported as 0 million on March 10, 2025. This data indicates a pause in the flow of funds into Bitcoin ETFs, which could be a critical indicator for traders monitoring market liquidity and investor sentiment. For more detailed data and disclaimers, visit farside.co.uk/btc/.

According to Farside Investors, the Bitcoin ETF daily flow for BTC in US dollars was reported at 0 million on March 7, 2025. This indicates a stagnant movement in the Bitcoin ETF market for the day, suggesting a potential pause or equilibrium in investor activity. For detailed data and disclaimers, visit farside.co.uk/btc/.

According to Farside Investors, Blackrock's Ethereum ETF daily flow was reported at 0 million USD on March 6, 2025. This data indicates a lack of movement in Blackrock's Ethereum ETF investments for that day, suggesting a potential stagnation or cautious approach by investors towards Ethereum ETFs at that time.

According to Farside Investors, the Ethereum ETF daily flow for Fidelity was reported at 0 million USD on March 6, 2025. This data indicates a lack of movement in Fidelity's Ethereum ETF investments for that day. For more detailed data and disclaimers, visit farside.co.uk/eth/.

According to Mihir (@RhythmicAnalyst), Bitcoin (BTC) only poses a threat to the USD if it functions as a payment solution, as originally outlined in its whitepaper. However, its focus has shifted towards serving as a 'store of value,' placing it in competition with gold rather than the USD. This shift could have significant implications for its role in the global financial system and its competition with traditional assets.

According to Balaji, USDC was launched on October 23, 2018, with the key feature of being 'fully collateralized by USD,' which differentiated it from USDT at the time. However, current data from Coinmarketcap shows USDC's market cap is $0, raising significant concerns about its trading viability and underlying collateralization status.

According to Mihir (@RhythmicAnalyst), President Trump's confirmation of tariffs on Canada and Mexico has negatively impacted both the cryptocurrency and stock markets. The announcement has heightened market sensitivity, particularly affecting Bitcoin due to its correlation with inflation and the strength of the US dollar. Traders should be aware of the macroeconomic factors driving trends rather than individual buying activities.

According to Mihir (@RhythmicAnalyst), the DXY (Dollar Index) has reached a support level after experiencing a seven-week correction. The index has started to bounce back, indicating potential short-term bullish momentum in the forex market. This movement is significant for traders watching the USD performance, as the Dollar Index's rebound may influence related currency pairs and trading strategies.