According to @balajis, pursuing high tech in unstable jurisdictions misprioritizes risk, highlighting jurisdictional instability as a core operational hazard that crypto traders should monitor for positioning and exposure management (source: Balaji, X, Nov 15, 2025). Historical data show stronger crypto usage in markets facing currency stress, with Nigeria and Turkey cited among leading markets in recent Chainalysis research, reflecting heightened demand for BTC and USD stablecoins during instability (source: Chainalysis, Geography of Cryptocurrency Report 2023; Chainalysis, Global Crypto Adoption 2024 update). Stablecoins constitute the majority of on-chain transaction volume, implying that instability episodes can materially shift demand toward USDT and USDC and alter stablecoin flow patterns (source: Chainalysis, 2024 market structure and adoption analyses). Operationally, government-ordered internet disruptions documented across multiple emerging markets create execution and access risks for local exchanges and fiat on-ramps, a factor traders should incorporate into liquidity risk assessments (source: Access Now, 2023 and 2024 global internet shutdown reports).

According to the source, Cathie Wood said stablecoins are replacing the payments role that BTC was expected to fulfill in emerging markets, while Bitcoin’s store-of-value function should have surged. According to the source, this view shifts trading focus toward the digital-gold narrative, suggesting attention to BTC dominance and spot accumulation strategies over payments adoption trades. According to the source, traders should monitor BTC dominance, overall stablecoin supply growth, and on-chain demand indicators to gauge whether the store-of-value narrative strengthens BTC on dips.

According to @business, Senegal’s prime minister opposed a proposed restructuring of the country’s debt, signaling a determination to maintain financial sovereignty and preserve market access (source: @business). According to @business, this official stance reduces the likelihood of pursuing a restructuring path and instead points to continued engagement with markets under existing terms (source: @business). According to @business, traders should watch Senegal’s sovereign Eurobond prices and CDS levels for immediate repricing of perceived default risk as authorities signal next steps (source: @business).

According to @business, Prime Minister Pham Minh Chinh said Vietnam’s economy must expand at least 8.4% in the final quarter for the country to meet the government’s 2025 growth target of above 8%, setting a high bar for late-year macro prints that traders will track closely. Source: Bloomberg/@business. For trading, the stated 8.4% Q4 hurdle spotlights event risk around Vietnam-linked markets including the VND, VN30 Index futures, and the VNM ETF, while broader EM risk appetite and crypto market sentiment often react to upside or downside surprises versus such official growth thresholds. Source: Bloomberg/@business.

According to @business, Philippine stocks fell to a three-year low after a sharp slowdown in economic growth, deepening pessimism toward one of this year’s worst-performing markets (Source: Bloomberg @business, Nov 7, 2025). According to @business, the PSEi’s multiyear low underscores deteriorating risk sentiment in Philippine equities following weaker growth signals (Source: Bloomberg @business, Nov 7, 2025). According to @business, the source did not cite any direct cryptocurrency or FX market spillovers from this equity move (Source: Bloomberg @business, Nov 7, 2025).

According to @business, the head of the Philippine Stock Exchange criticized doomsayers for amplifying pessimism in what was described as the world’s worst-performing stock market and pushed back against claims that foreign investors have lost interest. According to @business, the comment directly addresses foreign participation concerns and frames current weakness as sentiment-driven rather than evidence of an exodus. According to @business, there was no direct mention of cryptocurrency or BTC/ETH impact in the report.

According to the source, a social-media claim says Cathie Wood reduced ARK Invest's Bitcoin BTC 2030 price target by 300,000 dollars to 1.2 million dollars, citing stablecoins displacing BTC as a store of value in emerging markets, source: user-provided social post. For context, ARK Invest's Big Ideas 2024 report outlined a 1.5 million dollar 2030 BTC price target, source: ARK Invest Big Ideas 2024. Independent data show stablecoins command a majority share of on-chain transaction volume in many emerging markets, aligning with the usage trend described, source: Chainalysis 2024 Geography of Cryptocurrency Report. Trading takeaway: treat the target-change claim as unconfirmed until a primary source is available such as an ARK Invest research note or on-the-record interview, and prioritize monitoring BTC spot flows, futures basis, and stablecoin market share to gauge near-term price impact in emerging markets, sources: ARK Invest research library, CME Bitcoin futures, Chainalysis 2024.

According to @business, Citigroup warned that Indonesian equities may face outflows as MSCI flagged potential changes to index weightings for companies with certain shareholding structures (source: @business via Bloomberg). According to @business, the flagged changes focus on low free-float names, which could see index weight reductions if methodology adjustments are implemented (source: @business via Bloomberg). According to @business, the report highlights equity flow risks in Indonesia and does not cite any direct cryptocurrency market impact (source: @business via Bloomberg).

According to @business, DeepSeek is pushing into Africa, offering cheaper AI technology to entrepreneurs and startups, source: Bloomberg. The report frames the push as making AI more accessible to millions across the region, highlighting a pricing-led expansion strategy, source: Bloomberg. For trading context, market participants in AI and crypto-AI verticals can track the geographic rollout and the low-cost positioning highlighted in the report for signals on competitive dynamics, source: Bloomberg.

According to the source, Standard Chartered Research projects that more than $1 trillion could move from emerging‑market bank deposits into dollar stablecoins by 2028 as crypto adoption accelerates. Source: Standard Chartered Research. Stablecoins already accounted for the majority of on‑chain transaction volume in many emerging markets in 2023, with USDT and USDC transfers concentrated on Tron and Ethereum, indicating where incremental flows would likely settle. Source: Chainalysis, The 2023 Geography of Cryptocurrency Report. Traders commonly track stablecoin supply growth and metrics such as the Stablecoin Supply Ratio as liquidity proxies for broader crypto risk, linking changes in USDT and USDC supply to BTC and ETH market depth. Source: Glassnode, Stablecoin Supply Ratio methodology. Global policy institutions warn that rapid stablecoin uptake can accelerate cryptoization and pressure domestic monetary transmission and bank funding in emerging markets, a risk that would be directly relevant if large deposit shifts occur. Source: International Monetary Fund, analysis of cryptoization risks.

According to the source, analysts predict stablecoins could drain up to 1 trillion dollars from emerging-market bank deposits within three years as depositors prioritize capital preservation over yield, source: the provided source. For trading, this scenario implies rising demand for USDT and USDC liquidity and potential shifts in market depth and pricing across stablecoin pairs on major exchanges during EM trading hours, based on the source. Traders should track aggregate stablecoin market-cap growth and net issuance, especially for USDT and USDC, as high-frequency proxies to gauge whether the forecasted deposit migration is materializing, based on the source.

According to @business, emerging market assets are on track to cap a strong year as investors expect inflows into EM equities and bonds to gain momentum in the final quarter, source: Bloomberg (@business), Oct 5, 2025.

According to @ReutersBiz, Brazil’s Ambipar obtained court protection in a debt dispute and its shares dived on the news; the report did not indicate any direct cryptocurrency market impact. Source: @ReutersBiz

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 Henri Arslanian, BIS research finds that crypto usage increases when inflation is high, remittances are expensive, and capital controls are imposed, highlighting clear macro triggers for demand-sensitive trading setups, source: Bank for International Settlements; Henri Arslanian. For traders, monitoring CPI prints, remittance fee trends, and policy announcements on capital mobility can help anticipate regions and periods where crypto activity may accelerate, source: Bank for International Settlements; Henri Arslanian. These BIS-flagged conditions can inform positioning around liquidity, on‑ramp demand, and exchange volumes in affected markets, aligning trade timing with macro stress catalysts, source: Bank for International Settlements; Henri Arslanian.

According to @coinsph, Ralph Idio, Business Development Director at Coins.ph, joined industry leaders on the Innovation Panel at Conviction Vietnam 2025 with the theme Accelerate Stablecoin Adoption in Emerging Markets (source: @coinsph on X, Aug 11, 2025). This confirms Coins.ph’s active participation in regional discussions on stablecoin adoption that matter to market participants tracking emerging-market crypto infrastructure and liquidity (source: @coinsph on X, Aug 11, 2025).

According to Richard Teng, Binance is focusing on a tailored approach for crypto adoption in emerging markets by partnering with local regulators, adapting solutions to regional needs, and collaborating with community builders. This strategy aims to enhance Binance’s global reach while ensuring effective local market execution, which can drive trading volume and liquidity across various regions (source: @_RichardTeng).

According to Omkar Godbole, stablecoins such as USDC and USDT are increasingly being used as de facto dollars in developing regions with weak local currencies. This trend, discussed in relation to the GENIUS Act, highlights how dollar-backed stablecoins are accelerating global dollarization, providing traders with more liquidity and cross-border settlement options. The widespread adoption of these stablecoins can influence crypto trading volumes and price dynamics, especially in markets facing currency instability. Source: Omkar Godbole (@godbole17).

According to Paolo Ardoino, Tether's on-chain transfer volume is experiencing explosive growth, particularly in emerging markets. Ardoino revealed that on-chain transfers in the first half of 2025 have already reached 120% of the total volume for the entire year of 2024. This significant increase is heavily concentrated in specific regions, with 66% of the growth originating from West Asia, the Middle East, and Africa. For traders, this data highlights the rapidly growing adoption and utility of USDt for payments and as a store of value in these key markets, potentially signaling increased liquidity and demand across global cryptocurrency exchanges.

According to Richard Teng, Binance has committed over $1 million to the “Blockchain for Vietnam” initiative. Teng described this investment as the initial step in a long-term strategy aimed at fostering blockchain development in the country. The funds will be used to empower educators, support young talent, and pilot real-world blockchain use cases. For traders, this strategic investment by a major exchange highlights a long-term bullish outlook on the Vietnamese market, potentially signaling future growth in regional user adoption, trading volume, and the emergence of new projects.