According to @Nick_van_Eck, @JoeSquawk described MON at $0.02 as a stocking stuffer, highlighting a specific quoted price level for MON. Source: X post by @Nick_van_Eck on Dec 24, 2025. The same post links to a CNBC interview where Dragonfly’s Rob Hadick projects another positive year in 2026 with emphasis on innovation in prediction markets, stablecoins, tokenized assets, and scalability and infrastructure for financial markets. Source: CNBC video published Dec 24, 2025; X post by @Nick_van_Eck on Dec 24, 2025. For traders, the explicitly quoted $0.02 level on MON and the named sectors provide concrete watch items drawn directly from the sources. Source: CNBC video published Dec 24, 2025; X post by @Nick_van_Eck on Dec 24, 2025.

According to @lightspark, CEO David Marcus joined THE Bitcoin Podcast to explain why Bitcoin can serve as the native Internet of Money and why Bitcoin is the credibly neutral monetary network for global value transfer, with full episode chapters published. source: @lightspark on X; @titcoinpodcast on X The episode outlines Lightspark’s stack: Spark, a new Bitcoin L2 with no channels and atomic swaps; UMA (Universal Money Address) for cross-border addressing; and Grid API for developers and banks, presented as enabling real-world BTC payments, stablecoins, and global money movement on Bitcoin today. source: @lightspark on X; @titcoinpodcast on X They also discuss the limits of Lightning for self-custody and how Lightspark first focused on scaling the Lightning Network before building Spark to improve payment reliability and user experience. source: @lightspark on X; @titcoinpodcast on X Chapters include a SoFi integration segment described as using Bitcoin rails without users explicitly knowing it, highlighting a fintech-facing distribution route for BTC-based payments. source: @lightspark on X; @titcoinpodcast on X Additional chapters cover Libra’s regulatory pushback, a nuanced view of fiat, stablecoins, and hyperbitcoinization, and Bitcoin framed as an escape valve rather than a collapse catalyst. source: @lightspark on X; @titcoinpodcast on X

According to Lookonchain, the total stablecoin market cap rose by 509 million dollars, signaling improving on-chain liquidity and potential bid support for BTC and ETH, based on its Dec 22, 2025 weekly report source: https://x.com/lookonchain/status/2003135259655999913. Public companies increased their combined BTC holdings by 907.13 BTC valued at 81.18 million dollars, which historically correlates with reduced free float and constructive spot demand, source: https://x.com/lookonchain/status/2003135259655999913. DEX volumes were mixed across spot and perpetuals, indicating uneven risk appetite and rotation among traders, source: https://x.com/lookonchain/status/2003135259655999913. Bitmine purchased another 98,852 ETH worth 302 million dollars and now holds 4,066,062 ETH valued at 12.42 billion dollars, a whale accumulation that can underpin ETH market depth, source: https://x.com/lookonchain/status/2003135259655999913 and https://x.com/lookonchain/status/2003098850907902272. MicroStrategy reported no BTC purchases for the period in its Form 8-K, implying no incremental corporate bid last week, source: https://assets.contentstack.io/v3/assets/bltf8d808d9b8cebd37/blt5d076d61eebdec9e/6948cb2077fa9f36d375147a/form-8-k_12-22-2025.pdf. A whale or institution lost 20.43 million dollars net after spending 23 million dollars on AI agent tokens on Base and exiting for 2.58 million dollars, highlighting elevated downside and liquidity risks in small-cap AI tokens, source: https://x.com/lookonchain/status/2000850214350110944.

According to @julian2kwan, stablecoins will first win payments, then settlement, and finally pull real-world assets (RWAs) on-chain natively, similar to how shipping-container standards unlocked global trade efficiency. Source: @julian2kwan on X. For traders, stablecoin dominance of roughly 70–80% of centralized exchange volume highlights their role as base liquidity and a leading indicator for RWA onboarding. Source: Kaiko Research 2023–2024. Tokenized U.S. Treasuries crossed an estimated $1.5B in value by 2024, showing clear demand for on-chain yield instruments that can follow once payment and settlement rails mature. Source: 21.co State of Tokenized RWAs 2024 and RWA.xyz dashboard. Merchant and PSP settlement rails are being laid as majors expand USDC settlement and payouts, validating the payments → settlement path. Source: Visa Newsroom (USDC settlement expansion to Solana, 2023) and Stripe Newsroom (USDC payouts, 2024). Stablecoin float growth, led by USDT surpassing $100B in 2024 and continued USDC circulation, remains a top signal for future RWA liquidity on public chains. Source: Tether transparency and announcements 2024; Circle monthly reserve and circulation disclosures. Traders should track stablecoin supply growth, on-chain settlement integrations, and tokenized Treasury AUM as catalysts for RWA tokens and related liquidity pairs. Source: RWA.xyz; Visa; Stripe; Tether; Circle.

According to @CoinMarketCap, Maple Finance CEO Sid Powell said stablecoins could process $50 trillion in transactions in 2026, signaling a step-change in on-chain settlement scale relevant to crypto trading and DeFi credit markets, source: CoinMarketCap. He also stated that all capital markets activity will eventually take place on-chain, setting expectations for deeper liquidity and broader settlement rails across tokenized finance, source: CoinMarketCap. Based on the $50 trillion forecast, implied average throughput is roughly $4.2 trillion per month and about $137 billion per day in 2026, providing concrete benchmarks for monitoring stablecoin flow momentum, source: CoinMarketCap.

According to the source, an Indiana lawmaker stated that crypto legislation should not be limited to Bitcoin (BTC), indicating support for technology-neutral bills that cover broader digital assets (source: public tweet dated Dec 21, 2025 provided in the prompt). This stance suggests potential inclusion of altcoins and stablecoins in state-level policy discussions, a theme traders monitor for regulatory clarity catalysts and sector rotation risks (source: public tweet dated Dec 21, 2025 provided in the prompt). The provided source did not disclose bill text, committee scheduling, or vote timing, implying no immediate regulatory change for markets to price in (source: public tweet dated Dec 21, 2025 provided in the prompt).

According to Ripple, institutions are adopting stablecoins for three core reasons—speed, reach, and flexibility—outlined in a company video featuring Stablecoin Product Lead Lauren Berta (source: Ripple on X, Dec 19, 2025). Ripple states that stablecoins like RLUSD enable real-time settlement, improving how value moves across networks for institutional use cases (source: Ripple on X, Dec 19, 2025). Ripple adds that programmability puts treasury controls directly in the hands of corporate treasurers, increasing operational flexibility for institutional flows (source: Ripple on X, Dec 19, 2025). For trading relevance, Ripple positions RLUSD within these functions, indicating rising reliance on stablecoin rails for institutional settlement and liquidity movement (source: Ripple on X, Dec 19, 2025).

According to @lightspark, researcher @NChemaya in collaboration with Artemis and Lightspark analyzed on-chain data to distinguish real payment usage from trading and DeFi activity, finding that stablecoins are increasingly used for payments by businesses (source: Lightspark). According to @lightspark, the study concludes stablecoins are becoming a settlement rail for enterprises, indicating that business-driven payment flows are a growing share of stablecoin transactions (source: Lightspark).

According to the source, JPMorgan analysts forecast the stablecoin market will total USD 500-600 billion by 2028, disputing near-term multitrillion-dollar estimates (JPMorgan research cited Dec 19, 2025). For traders, this projection provides a moderated growth baseline for stablecoin supply into 2028 to calibrate liquidity assumptions across spot and derivatives markets (JPMorgan projection, Dec 2025).

According to the source, the U.S. Senate approved Mike Selig to lead the CFTC and Travis Hill to run the FDIC in a package of confirmations on Dec 19, 2025, with both roles having major potential reach into crypto markets. source: social media post dated 2025-12-19 The CFTC oversees U.S. crypto derivatives like BTC and ETH futures, so leadership changes can affect margin rules, market integrity priorities, and enforcement direction that influence liquidity and basis. source: CFTC mission and jurisdiction The FDIC supervises insured banks, meaning its chair can shape policy on crypto custody, stablecoin-related payment rails, and bank partnerships with digital-asset firms that impact fiat on/off-ramps. source: FDIC supervisory mandate Traders should monitor CME BTC and ETH futures open interest and basis, funding rates, and initial policy statements from the CFTC and FDIC for signals on enforcement tone and bank exposure to digital assets. source: CME market data conventions and agency policy communications

According to @CryptoKing4Ever, stablecoins are now processing higher monthly transaction volume than Visa, indicating accelerating adoption of crypto payment rails for settlement and transfers, source: @CryptoKing4Ever. The source asserts this as evidence that the “crypto has no use case” narrative is ending, a data point traders may track as a proxy for demand in stablecoin-denominated markets and on-chain liquidity conditions, source: @CryptoKing4Ever.

According to the source, a social media post claims the Federal Reserve has overhauled bank supervisory policy and pulled back from prior crypto-focused restrictions, which requires confirmation on the Federal Reserve Board’s official channels before trading decisions are made, source: X post; source: Board of Governors of the Federal Reserve System. Traders should wait for an official Board press release or supervisory letter to confirm any changes to banks’ treatment of crypto custody, stablecoin-related activities, and distributed-ledger settlement before repositioning, source: Board of Governors of the Federal Reserve System. Once an official document is posted, monitor BTC and ETH price action, the U.S. 2-year Treasury yield, DXY, and U.S. regional bank equities for cross-asset reaction to any confirmed policy shift, source: Board of Governors of the Federal Reserve System; source: U.S. Department of the Treasury; source: ICE U.S. Dollar Index.

According to @Nick_van_Eck, a new comprehensive podcast covers stablecoins, onchain finance, how AUSD (AUSD) differentiates, and current focus areas, directing traders to primary-source insights on stablecoin design and market structure; source: @Nick_van_Eck on X, Dec 17, 2025. He characterized it as “just the beginning of the onchain revolution,” highlighting themes that are directly relevant for monitoring stablecoin liquidity and onchain yield strategies; source: @Nick_van_Eck on X, Dec 17, 2025.

According to Lex Sokolin, Multiliquid is positioning as a compliance-native liquidity layer that connects tokenized real-world assets and stablecoin issuers to enable real-time, programmable financial flows, which he publicly supported in a post on X; source: Lex Sokolin on X, Dec 17, 2025. He stated the effort focuses on bringing liquidity to the RWA sector and emphasized that markets require venues with liveness, indicating a trading venue orientation; source: Lex Sokolin on X, Dec 17, 2025. The post disclosed collaboration with leading tokenized asset and stablecoin issuers but did not provide launch timing, trading volumes, or named partners; source: Lex Sokolin on X, Dec 17, 2025.

According to @EleanorTerrett, the FDIC Board voted this morning (Dec 16, 2025) to open a 60-day public comment period on its process for banks seeking to issue stablecoins via subsidiaries. According to @EleanorTerrett, this is the first official rulemaking proposal stemming from the passage of the GENIUS Act, highlighting a defined regulatory step for bank-issued stablecoin oversight.

According to @CoinMarketCap, the Bank of Mexico’s new report warns that stablecoins pose significant risks to financial stability due to heavy reliance on short-term U.S. Treasuries, high market concentration, and global regulatory gaps (source: Bank of Mexico report). For traders, the report highlights vulnerabilities that can affect stablecoin liquidity and redemption dynamics during market stress, making regulatory developments and money-market conditions key watchpoints for crypto trading pairs and on/off-ramp flows (source: Bank of Mexico report).

According to the source, Elliptic reports a global crypto pivot led by banks, stablecoins, and Asia-based hubs, indicating where institutional adoption and liquidity rails are concentrating as described by Elliptic. Traders should track bank-led on and off ramp integrations, stablecoin liquidity, and Asian trading hours for BTC and ETH order flow highlighted by Elliptic. Focusing on stablecoin pairs and Asia-exchange volumes aligns positioning with the segments Elliptic identifies as driving this shift, according to Elliptic.

According to @WatcherGuru, YouTube now allows U.S. creators to receive payouts in crypto stablecoins. According to @WatcherGuru, the announcement references stablecoin payouts but does not specify which stablecoins or payment providers are supported. According to @WatcherGuru, the scope is limited to U.S. creators and functions as a new stablecoin payout option within YouTube’s payments.

According to @Celo, a16z crypto estimates stablecoins settled about 46 trillion dollars in transaction volume last year, exceeding PayPal by more than 20x, nearing 3x Visa, and rapidly approaching ACH volumes; source: a16z crypto. a16z crypto also notes stablecoin transfers can complete in under one second at sub-cent fees, highlighting speed and cost advantages for on-chain payments; source: a16z crypto. For trading, the scale of USDT and USDC rails underpins liquidity across centralized exchanges and DeFi, where stablecoins serve as dominant quote and settlement assets that shape depth and spreads; source: Kaiko Research.

According to @Celo, stablecoin activity on Ethereum is hitting new highs: 40% of Ethereum Mainnet transactions now interact with stablecoins, a record share (source: @growthepie_eth); Ethereum has led all L1s in net stablecoin inflows over the past three months with more than $12.5 billion (source: @iamjosephyoung); Stripe will begin supporting stablecoin payments tomorrow, enabling merchants to accept USDC and other assets (source: @kucoincom); and SkyEcosystem’s sUSDS is now the largest yield-bearing stablecoin (source: @stablewatchHQ).