According to the source, MoneyGram CEO Anthony Soohoo said at StellarOrg's Meridian 2025 that crypto, especially stablecoins, will play a very big role in unlocking access to finance for the unbanked and underserved, signaling a stablecoin-first push in remittance rails, source: Anthony Soohoo remarks at StellarOrg's Meridian 2025. MoneyGram also launched its own stablecoin earlier this week, expanding its crypto on/off-ramp footprint that traders can monitor for issuance size, supported networks, and remittance corridor adoption to gauge liquidity and flow impacts, source: MoneyGram announcement earlier this week.

According to the source, stablecoin and RWA tokenization veterans Avtar Sehra (founder of Kaio) and Reeve Collins (a co-founder of Tether) have teamed up on STBL to build GENIUS Act–aligned digital dollars, highlighting a push toward compliant USD stablecoins; traders should track forthcoming disclosures on reserve backing, issuance rails, and chain integrations because these will drive liquidity depth, spreads, and listings for USD pairs. Source: public social media post dated Sep 18, 2025.

According to Celo, co-founder Rene Reinsberg (RegenRene) will be in Seoul for @kbwofficial and is hosting a rooftop happy hour with MentoLabs' Markus and ecosystem founders to discuss zero-knowledge, stablecoins, and scaling Ethereum on Sunday, Sept. 21 at 6pm KST; RSVP at luma.com/mxq09a23 (source: Celo). For traders tracking CELO and stablecoin narratives, the post highlights a time-specific community event focused on ZK, stablecoins, and Ethereum scaling within the Celo ecosystem in Seoul (source: Celo).

According to @LexSokolin, stablecoins are positioned to replace embedded finance because they enable real-time settlement, 24/7 operations, no legacy tech debt, programmable money, and global-by-default reach, as stated by the source. According to @LexSokolin, traditional banks, fintechs, and big tech are already betting on this shift, indicating that market adoption is underway per the source. According to @LexSokolin, these features point to trading and payments rails favoring stablecoin settlement over legacy integrations, as framed by the source.

According to @Andre_Dragosch, a new Deutsche Bank report finds that as stablecoins scale in cross-border payments, they will reinforce rather than erode U.S. dollar dominance by entrenching dollar-based payment rails, invoicing, and savings, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. USD stablecoins already comprise over 98% of total stablecoin market capitalization, highlighting a significant liquidity moat for USDT and USDC that can concentrate trading volumes in USD pairs across crypto markets, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. The report flags the euro as at risk of being crowded out unless Europe rapidly advances EUR stablecoins and payment infrastructure, while GBP and JPY are less central given their smaller roles in global invoicing and emerging market dollarization, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. Fragile EM currencies such as the Turkish lira and Argentine peso face heightened capital flight and store-of-value substitution into USD stablecoins, which can shift liquidity and pressure local yields and FX, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. Trading implications include prioritizing USD liquidity proxies like USDT and USDC on-chain flows, monitoring EUR stablecoin developments and payments rail build-out, and assessing EM FX with weak trust for spillovers into USD-stablecoin demand, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report. The TLDR is stronger USD concentration and potential global capital consolidation into fewer major currencies, which can further centralize crypto market liquidity around USD-stablecoin pairs, source: @Andre_Dragosch on X, Sep 16, 2025, summarizing Deutsche Bank report.

According to @MilkRoadDaily, USDH is launching with Native Markets (source: @MilkRoadDaily, X post dated Sep 15, 2025). The post cites $6B in stablecoins on the platform and an estimated $240M per year in Treasury yield capture (source: @MilkRoadDaily, X post dated Sep 15, 2025). The post adds that this yield can be funneled into HYPE buybacks, validators, and growth, creating a defined use-of-proceeds path relevant to HYPE token flow if executed (source: @MilkRoadDaily, X post dated Sep 15, 2025). The $240M on $6B implies roughly a 4% annual yield based on the figures provided in the post (source: @MilkRoadDaily, X post dated Sep 15, 2025). The post does not disclose timing, allocation percentages, or buyback mechanics, so traders should watch for official execution details and on-chain activity related to HYPE (source: @MilkRoadDaily, X post dated Sep 15, 2025).

According to the source, France, Italy, and Austria are urging the European Union to strengthen crypto oversight under the Markets in Crypto-Assets (MiCA) law due to major differences in national supervision, highlighting a push for more harmonized enforcement across member states. Source: X post dated Sep 15, 2025. MiCA already phases in EU-wide rules for asset-referenced tokens and e-money tokens from June 30, 2024, and for crypto-asset service providers from December 30, 2024, with the objective of harmonizing supervision and consumer protection across the single market. Source: Official Journal of the European Union, Regulation (EU) 2023/1114. Stronger centralized coordination via EU authorities (ESMA/EBA) would directly affect cross-border passporting, CASP authorization, and enforcement actions, which in turn can influence exchange listings, liquidity provision, and operational obligations for stablecoin issuers within the EU. Source: European Commission MiCA framework and supervisory mandates for ESMA/EBA defined in Regulation (EU) 2023/1114. For trading, this oversight push elevates regulatory headline sensitivity around BTC, ETH, and stablecoin market operations in the EU, making it prudent to monitor ESMA/EBA guidance updates and national competent authority notices that can alter exchange compliance status and token availability. Source: Regulatory processes and supervisory powers established under Regulation (EU) 2023/1114.

According to @rovercrc, Bitcoin will follow the stablecoins, highlighting stablecoin liquidity as a driver of near-term BTC direction (source: @rovercrc on X, Sep 15, 2025). Historical on-chain data shows BTC strength often coincides with expanding stablecoin supply and a falling Stablecoin Supply Ratio SSR, indicating greater purchasing power from stables (source: Glassnode SSR metric documentation and Week On-Chain research). Coin Metrics has documented that growth in free-float USDT and USDC supply is associated with BTC market cap growth across multiple cycles, making net issuance a key signal for traders (source: Coin Metrics State of the Network). Exchange microstructure also matters, as Kaiko reports that rising stablecoin exchange balances and deeper USDT USDC order books precede tighter spreads and higher spot liquidity that can facilitate BTC breakouts (source: Kaiko Research).

According to Farside Investors (@FarsideUK), banks first de-banked crypto users, pushing activity into stablecoins, and now policymakers may restrict access to stablecoins, leaving fewer transactional options for market participants, Source: Farside Investors on X, Sep 15, 2025. According to the same statement, traders should be alert to potential knock-on effects such as tighter fiat on- and off-ramps, fragmented liquidity across exchanges, and pressure on stablecoin market depth and spreads if access is curtailed, Source: Farside Investors on X, Sep 15, 2025. According to Farside Investors, monitoring stablecoin usage, peg stability, and exchange order book liquidity is prudent given the highlighted risk to stablecoin availability, Source: Farside Investors on X, Sep 15, 2025.

According to @GOPMajorityWhip, the U.S. House passed the NDAA this week with his bill to prohibit the development of a U.S. CBDC and he called on the Senate to permanently ban CBDCs. According to @GOPMajorityWhip, any CBDC that is not open, permissionless, and private is a surveillance tool. According to the Federal Reserve’s 2022 discussion paper Money and Payments: The U.S. Dollar in the Age of Digital Transformation, a U.S. CBDC would be a digital liability of the Federal Reserve and the Fed would not proceed without clear support from the executive branch and Congress, ideally in the form of authorizing law. According to the President’s Working Group on Financial Markets’ 2021 Report on Stablecoins, dollar-denominated stablecoins are widely used in digital asset trading and payments, underscoring why U.S. policy on CBDCs is directly relevant to crypto market structure and liquidity.

According to @Celo, before ETHSafari, ETHForTheWorld hosted a Stablecoin Reception in Nairobi that convened industry leaders to discuss the future of stablecoins in Africa and beyond, sponsored by Celo and CeloAfricaDAO; source: @Celo on X, Sep 11, 2025. The post directs readers to a recap and highlights from the evening, indicating official details from the organizers are available for review; source: @Celo on X, Sep 11, 2025. No specific product launches, partnerships, or regulatory updates were disclosed in the post, so no immediate trading catalyst is identified in this announcement; source: @Celo on X, Sep 11, 2025. The announcement confirms Celo’s role as a sponsor of a stablecoin-focused industry gathering during ETHSafari week in Nairobi; source: @Celo on X, Sep 11, 2025.

According to @0xferg, nearly all major SEC crypto investigations were dismissed in 2025, laws enabling AAA tokens are progressing, and institutional participation via stablecoins and DATs has reached new highs (source: @0xferg on X, Sep 9, 2025). For trading, align monitoring with this backdrop by tracking stablecoin supply growth and institutional settlement flows that @0xferg highlights, as these can signal liquidity conditions and market depth relevant to BTC and ETH (source: @0xferg on X, Sep 9, 2025). Watch legislative developments for AAA tokens cited by @0xferg to identify potential listing frameworks and token accessibility timelines that may affect market structure and trading venues (source: @0xferg on X, Sep 9, 2025).

According to @MilkRoadDaily, Franklin Templeton executive Sandy Kaul projects a 100 trillion migration of financial assets onto crypto rails within five years, driven by stablecoins, tokenized stocks, and AI-managed portfolios, source: @MilkRoadDaily. The interview highlights tokenized assets as the next big catalyst and calls out segments on Institutions Entering Crypto and Accounts to Wallets, signaling rising focus on RWA tokenization venues and wallet-centric user flows, source: @MilkRoadDaily. Figure Markets and KGeN are specifically mentioned in the timeline, indicating market attention on tokenization platforms and related infrastructure that traders may track for listings and liquidity trends, source: @MilkRoadDaily. The segment AI + Blockchain = Portfolio 2.0 underscores an emerging shift toward AI-managed, on-chain portfolios, a theme with potential flow implications for tokenized funds and digital asset management products, source: @MilkRoadDaily.

According to @KookCapitalLLC, an X post on Sep 8, 2025 claims a 'biggest hack in history' hit during a euphoric up-move, with no protocol, amount, or confirmations disclosed, highlighting acute headline risk for BTC, ETH and altcoins (source: @KookCapitalLLC on X, Sep 8, 2025). For immediate risk control, traders can cut leverage, trim thin-liquidity altcoin exposure, and wait for verified statements from the affected project, centralized exchanges, and reputable security monitors before repositioning (sources: Binance Futures Risk Warning; SlowMist security incident monitoring; PeckShield Alerts). Near term, some desks hedge net exposure via BTC or ETH perpetuals or rotate to stablecoins while spreads widen and volatility resets, then re-enter once exploit scope is confirmed (sources: CME Group Bitcoin/Ether futures hedging primers; Binance Research derivatives market guidance).

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 Lex Sokolin, Aave is managing about $28 billion in on-chain assets, underscoring substantial liquidity available for lending and borrowing on the protocol (source: Lex Sokolin on X, Sep 8, 2025). Higher on-chain assets typically translate into deeper liquidity and utilization-driven interest rate dynamics across Aave markets such as ETH and major stablecoins, which are key variables for carry and basis strategies (source: Aave Protocol Documentation). Key variables for assessing Aave trading conditions include utilization, reserve factor interest flows to the protocol treasury, and liquidation activity as defined by the protocol design (source: Aave Protocol Documentation).

According to @GoChapaa, USDT is the most widely used trading pair and base quote on major crypto exchanges (source: @GoChapaa post on Sep 8, 2025). Independent market data shows USDT-denominated pairs make up the majority of spot liquidity on centralized exchanges, surpassing USD and other stablecoins (source: Kaiko 2024 H1 Market Structure). For BTC and ETH, the tightest spreads and highest order book depth are typically found on USDT pairs across leading venues, lowering execution costs versus non-USDT quotes (source: Kaiko 2024 liquidity and market microstructure). Many altcoins list only against USDT, making USDT the most reliable routing currency for cross-pair execution and reducing slippage when legging trades (source: CCData 2024 Exchange Review). On derivatives, USDT-margined perpetuals dominate volumes on major platforms, so funding rates and basis are often set by USDT markets first (source: CCData 2024 Derivatives Review). In African markets, stablecoin adoption led by USDT supports FX access and cross-border settlement, reinforcing USDT pair usage on regional and global platforms (source: Chainalysis 2024 Geography of Cryptocurrency). Traders should still monitor peg stability and intraday liquidity conditions because stablecoins can deviate modestly from $1 during stress, impacting fills and collateral values (source: Kaiko 2023–2024 stablecoin market notes).

According to @cas_abbe, tokenized assets are nearing 300B, with most value in stablecoins led by Ethereum and TRON, which anchors onchain liquidity and payments rails for crypto trading and settlement (source: Cas Abbé on X, Sep 6, 2025). According to @cas_abbe, tokenized funds are taking a larger share of the total, signaling that capital markets are moving onchain into 24/7, globally connected systems that reduce reliance on banks and brokers for market access and execution (source: Cas Abbé on X, Sep 6, 2025). According to @cas_abbe, the next wave will be funds, treasuries, and bonds shifting onto crypto rails, highlighting key watch areas for liquidity and product growth on ETH and TRX ecosystems (source: Cas Abbé on X, Sep 6, 2025).

According to @LexSokolin, Christian Catalini, the architect of Facebook’s Libra (Diem), detailed the problems a Stripe led Libra style consortium could face and argued that permissionless, public networks are the better choice. Source: Lex Sokolin on X, Sep 5, 2025. This view favors exposure to open blockchain networks over permissioned stablecoin consortia and is relevant for positioning across BTC and ETH during decentralization in payments narratives. Source: Lex Sokolin on X, Sep 5, 2025.

According to Robbie Ferguson, big banks will "kingmake stablecoins" in 2025, making bank–stablecoin integrations a key liquidity driver that traders can watch for order-flow catalysts and volume shifts, source: Robbie Ferguson (@0xferg) on X, Sep 5, 2025. He states "billions of new institutional $ into DATs," directing trader focus to tokens the author labels as DATs for potential volume surges and funding changes around institutional allocation headlines, source: Robbie Ferguson (@0xferg) on X, Sep 5, 2025. He also cites a "CLARITY Act to allow AAA tokens," setting a regulatory watchlist that could influence listings, compliance narratives, and token quality screens if it progresses, source: Robbie Ferguson (@0xferg) on X, Sep 5, 2025. Overall, the post communicates a bullish institutional adoption narrative, useful for positioning around stablecoin volume trends and the DATs segment named by the author, source: Robbie Ferguson (@0xferg) on X, Sep 5, 2025.