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.

According to @0xferg, 2025 is the phase where traditional finance will "kingmake" stablecoins, highlighting a market shift traders should monitor for liquidity and on-ramp changes, source: Robbie Ferguson (@0xferg) on X, Sep 4, 2025. He states that billions in new institutional capital are set to flow into DATs, signaling potential volume expansion across tokenized assets and related venues, source: Robbie Ferguson (@0xferg) on X, Sep 4, 2025. He also points to a CLARITY Act enabling AAA tokens as a key regulatory catalyst to watch for quality listings and capital allocation, source: Robbie Ferguson (@0xferg) on X, Sep 4, 2025.

According to @Celo, stablecoin activity across the Ethereum and Celo ecosystems remains strong heading into September, supported by human-first incentive programs and the global expansion of leading distribution networks (source: @Celo, Sep 4, 2025). According to @Celo, these initiatives are identified as key drivers of adoption within both chains, underscoring resilient stablecoin usage at the start of the month (source: @Celo, Sep 4, 2025).

According to @peterhch, Airwallex has blocked his accounts again, with multi-day response times and repeated flags allegedly due to his company operating in Web3 (source: @peterhch on X, Sep 4, 2025). According to @peterhch, this comes despite a stated shift by Airwallex to embrace crypto after its founder previously criticized stablecoins (source: @peterhch on X). According to @peterhch, traders and Web3 operators relying on Airwallex should account for three immediate risks: unexpected payment freezes disrupting fiat settlement, delayed treasury/vendor transfers due to slow support responses, and on/off-ramp concentration risk during market volatility (source: @peterhch on X). Based on @peterhch’s report, a practical mitigation is to diversify payment rails and maintain stablecoin or fiat buffers to avoid forced de-risking if accounts are frozen (source: @peterhch on X). No company response was included in the post, according to @peterhch (source: @peterhch on X).

According to @nic__carter, he announced a new s-bst-ck analysis titled "Situating Stablecoins in the Payments Landscape," outlining two-by-two matrices intended to classify and compare stablecoins within payments, as stated in his X post on Sep 2, 2025 (source: @nic__carter on X, Sep 2, 2025). For trading context, the announcement highlights a forthcoming framework-based approach to evaluating stablecoin models used in payments, which he communicated without disclosing specific assets or tickers (source: @nic__carter on X, Sep 2, 2025). No pricing data, regulatory updates, or individual stablecoin details were provided in the announcement, limiting immediate market-specific takeaways until the linked post is reviewed (source: @nic__carter on X, Sep 2, 2025).

According to @adriannewman21, there is growing discussion about launching Layer-2 networks dedicated to specific use cases like prediction markets as adoption increases. Source: Adrian @adriannewman21 on X, August 30, 2025. App-specific L2s are feasible because frameworks such as Optimism OP Stack and Arbitrum Orbit let teams deploy custom rollups with their own sequencers, fee policies, and Ethereum settlement. Source: Optimism OP Stack documentation; Arbitrum Orbit documentation. For traders, proliferation of app chains can fragment liquidity and add bridging costs and latency, which can widen spreads between identical markets across chains and increase basis risk. Source: Ethereum.org rollups and cross-domain bridging documentation. Greater L2 activity increases L1 data posting via blobs after EIP-4844, influencing ETH fee dynamics and the cost of transacting on L2s; monitor blob fees and data availability costs. Source: Ethereum.org EIP-4844 overview. To gauge impact on OP and ARB ecosystems, track new OP Stack and Arbitrum Orbit app-chain launches, sequencer fee flows, TVL, and on-chain volume using public analytics. Source: Optimism and Arbitrum documentation; L2Beat analytics.

According to @rovercrc, China National Petroleum is set to launch a feasibility study on cross-border stablecoin payments (source: @rovercrc). The post does not include an official announcement or primary-source link, so confirmation risk remains for trading decisions until statements from China National Petroleum or relevant Chinese authorities emerge (source: @rovercrc).

According to @Nick_van_Eck, stablecoins provide practical value beyond traditional banks and are headed toward trillions in scale, signaling potential demand expansion for AUSD, USDT, and USDC and deeper on-chain dollar liquidity that can tighten trading spreads (source: @Nick_van_Eck on X, Aug 28, 2025). This view is consistent with official research that documents stablecoins’ central role in crypto trading and cross-venue settlement, making sector growth directly relevant to market depth and price discovery (source: Bank for International Settlements, BIS Quarterly Review Sept 2023 and BIS analyses on stablecoins 2023–2024).

According to Milk Road (@MilkRoadDaily), stablecoin adoption could compound at today’s pace and lead the sector to 4–5x over the next few years based on the growth path they shared. Source: Milk Road on X, Aug 26, 2025. For traders, rising USDT and USDC float has historically coincided with deeper BTC and ETH stablecoin-quoted order book depth and tighter spreads, improving execution in spot and perpetual markets. Source: Kaiko Research on stablecoin-quoted market depth and spreads. Expanding stablecoin circulation also broadens available dollar liquidity for DeFi lending, basis and funding strategies, and often aligns with higher TVL and borrow supply on protocols such as Aave and Compound. Source: CCData Stablecoins Report; Aave and Compound public metrics.

According to @MilkRoadDaily, stablecoin issuers are now among the largest buyers of U.S. Treasuries in 2025. According to @MilkRoadDaily, this places stablecoin demand alongside major holders such as Japan, Canada, and the UK in the latest data. According to @MilkRoadDaily, the driver is hundreds of billions in digital dollars seeking safe, short-term yield in T-bills, indicating substantial front-end U.S. debt demand from crypto dollar reserves.