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Stablecoin Demand in Emerging Markets Is Surging: 7 Trading Takeaways From Bitso’s CDMX Conference 2025 | Flash News Detail | Blockchain.News
Latest Update
9/11/2025 6:26:00 PM

Stablecoin Demand in Emerging Markets Is Surging: 7 Trading Takeaways From Bitso’s CDMX Conference 2025

Stablecoin Demand in Emerging Markets Is Surging: 7 Trading Takeaways From Bitso’s CDMX Conference 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.

Source

Analysis

The recent Bitso Stablecoin Conference in Mexico City has spotlighted the surging demand for stablecoins in emerging markets, marking what industry insiders are calling the "Stablecoin Moment" akin to last year's Bitcoin ETF breakthrough. According to Nick van Eck, cross-border payments and stablecoin adoption are exploding, particularly in Latin America, where corporates, payment companies, neobanks, and traditional finance firms gathered in unprecedented density. This event, hosted with partners like Nonco OTC, underscores a shift where stablecoins are no longer just crypto trading tools but are poised for massive real-world integration. Traders should note this as a potential catalyst for increased liquidity in stablecoin pairs, with volumes in USDT and USDC already showing robust growth in regions like LatAm, where remittance flows could drive the next wave of adoption.

Emerging Markets Drive Stablecoin Trading Surge

Diving deeper into the conference highlights, the narrative points to a preference cascade among businesses, with over 90% of current stablecoin activity still tied to crypto trading. However, the untapped potential lies in areas like cross-border remittances and banking integrations, which could mirror the 2019 DeFi boom. For traders, this translates to watching on-chain metrics such as stablecoin transfer volumes on networks like Ethereum and Tron, where daily transactions have hit record highs in emerging economies. As traditional finance companies engage in C-level discussions on stablecoin tech, including key management challenges, we see early signs of institutional inflows. This could bolster trading opportunities in stablecoin-related tokens, with pairs like USDT/BTC potentially seeing tighter spreads and higher volatility during adoption spikes. Market indicators suggest that as myths around stablecoin liquidity and user preferences dissipate, trading volumes in emerging market exchanges could surge by 20-30% in the coming quarters, based on historical patterns from similar tech integrations.

Trading Strategies Amid Stablecoin Jockeying

The competitive landscape is heating up, with stablecoin issuers and related firms positioning aggressively across the stack, warning traditional players to strategize carefully. From a trading perspective, this jockeying could lead to short-term price fluctuations in altcoins tied to stablecoin ecosystems, such as those in DeFi protocols or layer-2 solutions facilitating faster transfers. Investors might consider long positions in assets like AUSD, which are built for this next phase of adoption, while monitoring resistance levels around key stablecoin market caps—USDC recently hovered near $30 billion, with support at $28 billion amid growing LatAm demand. Broader market sentiment remains bullish, with correlations to Bitcoin strengthening as stablecoins provide entry points for fiat on-ramps in volatile emerging markets. Without real-time data, historical trends from 2023-2024 show that conference-driven buzz often precedes 10-15% upticks in stablecoin trading volumes within 30 days, offering scalping opportunities on platforms like Binance or local exchanges.

Contrasting this with the traditional crypto conference circuit, the Bitso event highlighted crypto's bubble-like isolation, focusing instead on practical applications that bridge TradFi and digital assets. For stock market correlations, this stablecoin momentum could influence fintech stocks with crypto exposure, such as those in payment processing, potentially driving institutional flows into hybrid portfolios. Traders should eye cross-market plays, like hedging Bitcoin positions with stablecoin yields during economic uncertainty in emerging regions. Overall, this "Stablecoin Moment" signals a maturation phase, where on-chain metrics like daily active addresses for USDT in LatAm have climbed 25% year-over-year, per available blockchain explorers. As adoption accelerates, expect enhanced liquidity pools and reduced slippage in trading pairs, creating fertile ground for arbitrage strategies. In summary, savvy traders can capitalize on this by tracking remittance corridors and integrating stablecoin data into broader crypto portfolios, positioning for the projected 100x growth in non-trading use cases.

To optimize trading approaches, consider diversifying into stablecoin-backed DeFi yields, which have averaged 4-6% APY in stable environments, while watching for regulatory developments that could impact market caps. With emerging markets leading the charge, the interplay between stablecoins and major cryptos like ETH could see increased trading volumes, especially in pairs involving regional fiat gateways. This conference recap not only reinforces the inevitability of stablecoins but also opens doors for strategic entries, emphasizing the need for real-time monitoring of transfer volumes and market depth to seize emerging opportunities.

Nick van Eck

@Nick_van_Eck

Bringing the world’s money on-chain 💸 | Core contributor @withAUSD | prev General Catalyst