According to @leah_cb, after speaking in Bali at CoinfestAsia, she highlighted a 2020 op-ed she wrote on the high cost and inefficiency of remittances and stated that mainstream stablecoin adoption could make those pain points a bad memory (source: @leah_cb on X, Aug 23, 2025). For traders, the post reiterates a payments-focused use case for stablecoins tied to cross-border transfers, as emphasized by the author (source: @leah_cb on X, Aug 23, 2025).

According to @provenauthority, the US Treasury announced an intention to modernize identity verification for decentralized finance, specifically for stablecoins and payments, and has issued a Request for Information to advance this work; source: @provenauthority on X, Aug 22, 2025. According to @provenauthority, the RFI signals Treasury’s intent to treat identity as critical national infrastructure tied to DeFi stablecoin and payment activity; source: @provenauthority on X, Aug 22, 2025.

According to @provenauthority, stablecoins are reaching scale as digital dollars operate outside traditional banking rails (source: @provenauthority on X, Aug 22, 2025). According to @provenauthority, the U.S. Treasury’s stance is that identity verification obligations do not disappear in decentralized systems, with increased alignment expected between digital asset regulation and ID verification standards (source: @provenauthority on X, Aug 22, 2025). According to @provenauthority, this regulatory–KYC convergence is a key trading factor for monitoring stablecoin market access and compliance-driven liquidity flows (source: @provenauthority on X, Aug 22, 2025).

According to @provenauthority, a current RFI focuses on architecting trust infrastructure for open finance, the personalized internet, and stablecoins, emphasizing modular, privacy-preserving identity for internet capital markets; source: https://twitter.com/provenauthority/status/1959006535079928269. The post compares the prospective role of such identity standards to what TCP/IP did for packet networks, framing the work as big system design energy rather than mere compliance; source: https://twitter.com/provenauthority/status/1959006535079928269. For traders, the explicit inclusion of stablecoins indicates near-term relevance to market infrastructure and access pathways, warranting close monitoring of outcomes from this RFI; source: https://twitter.com/provenauthority/status/1959006535079928269.

According to Lightspark, Co-Founder and Chief Strategy Officer Christian Catalini argues that stablecoins could bring crypto to the mainstream while warning that branded payment rails could re-centralize the ecosystem, highlighting structural risks for market infrastructure (source: Lightspark on X, Aug 22, 2025; lightspark.com). For trading, centralization of rails can affect liquidity access, routing, and fee dynamics across crypto payment venues and on-chain markets, making issuer and network design a material factor to watch (source: Lightspark on X).

According to @rovercrc, the latest Federal Reserve minutes note that payment stablecoins may enhance payment efficiency and increase demand for U.S. Treasuries, highlighting growing policy awareness of their role in financial plumbing; Source: @rovercrc citing Federal Reserve minutes. For traders, broader acceptance of payment stablecoins implies potential growth in USDT and USDC reserves that are primarily invested in short-dated U.S. Treasuries, which historically coincides with deeper crypto liquidity and improved risk transfer; Source: Tether reserve attestations, Circle USDC reserve reports, Glassnode research on the Stablecoin Supply Ratio. Key signals to monitor include net issuance of USDT and USDC, aggregate stablecoin market cap and exchange balances, and BTC and ETH liquidity trends relative to stablecoin inflows; Source: Kaiko research on stablecoin flows and market depth.

According to @rovercrc, the latest FOMC Minutes referenced stablecoins eight times, underscoring repeated official attention to the asset class (source: @rovercrc on X, Aug 20, 2025). Based on @rovercrc’s report, traders can treat this as a macro headline and monitor USDT and USDC spreads, stablecoin net issuance, and BTC/ETH pair liquidity after the Minutes release to assess any shift in risk sentiment (source: @rovercrc).

According to @JKronbichler, conversations with friends in Brazil show that even non-crypto investors are using stablecoins in a volatile-currency environment, underscoring practical demand beyond speculation (source: @JKronbichler, Aug 17, 2025). This grassroots usage aligns with data showing stablecoins dominate crypto transaction volume across Latin America and that USDT leads regional activity, driven by remittances and savings use cases (sources: Chainalysis, Geography of Cryptocurrency 2023 and 2024 updates). For traders, persistent end-user demand in LATAM generally supports growth in stablecoin float and on-chain USD liquidity, which has been linked to deeper order books and tighter spreads on USDT- and USDC-quoted pairs (source: Kaiko Research, 2023 market structure reports). Key metrics to monitor include USDT and USDC market cap changes, chain allocation and attestations, and transfer volumes on Tron and Ethereum as demand proxies (sources: Tether Transparency reports; TronScan; Etherscan).

According to @MilkRoadDaily, stablecoins have quietly become the fastest-growing monetary base globally and now exceed 150B in value. According to @MilkRoadDaily, stablecoins are used every day worldwide, a data point traders can monitor when assessing crypto market liquidity and execution conditions.

According to @MilkRoadDaily, if stablecoins reach a $2 trillion market cap, their reserve allocations would make them the largest holder of U.S. Treasuries, surpassing China, Japan, and the UK. Source: Milk Road tweet dated August 16, 2025. Japan holds about $1.15 trillion, China about $0.77 trillion, and the UK about $0.66 trillion in U.S. Treasuries as of May 2024. Source: U.S. Department of the Treasury, Treasury International Capital data, May 2024. Major stablecoins allocate the bulk of reserves to short‑dated U.S. Treasuries, with Tether reporting roughly 85% in cash and cash equivalents including T‑bills, while USDC reserves are invested in a BlackRock-managed fund holding U.S. Treasuries. Source: Tether Q2 2024 Assurance Report by BDO Italia; Source: Circle Reserve Fund disclosures by BlackRock, 2024. At a $2 trillion stablecoin market cap and a 70%–85% T‑bill allocation, implied holdings would be approximately $1.4–$1.7 trillion, exceeding Japan’s holdings and aligning with the claim. Source: Calculation based on Tether and Circle reserve disclosures and U.S. Treasury TIC data, May 2024. For traders, expanding stablecoin float increases on‑chain dollar liquidity used for spot settlement and derivatives collateral, which drives a majority of exchange trading pairs and can influence BTC and ETH turnover. Source: Kaiko Research, 2024 market structure reports. Regulators have noted that stablecoin reserve demand can affect short‑term funding markets including Treasury bills, making front‑end yields and bill supply important macro inputs for crypto liquidity conditions. Source: Financial Stability Oversight Council 2023 Annual Report, U.S. Department of the Treasury.

According to @MilkRoadDaily, stablecoins are becoming a dominant force in global finance and could soon collectively hold more U.S. Treasuries than any single country, source: @MilkRoadDaily on X, Aug 16, 2025. Based on @MilkRoadDaily's assertion of rising Treasury allocations by stablecoin issuers, traders should track USDT and USDC supply growth, issuer reserve disclosures, and exchange stablecoin balances to gauge potential liquidity conditions for BTC and ETH, source: @MilkRoadDaily on X, Aug 16, 2025. Based on @MilkRoadDaily's thread, watch front-end U.S. Treasury yields (1–12 month bills) and bill issuance schedules alongside stablecoin reserve updates to help time risk exposure in crypto, source: @MilkRoadDaily on X, Aug 16, 2025. According to @MilkRoadDaily, potential beneficiaries include market participants aligned with expanding stablecoin Treasury exposure and traders who align entries with periods of stablecoin market cap growth and deeper on-chain dollar balances, source: @MilkRoadDaily on X, Aug 16, 2025.

According to @1HowardWu, RWAs and stablecoins will eventually be 'programmability private,' a direct call for market participants to reset expectations toward privacy-by-design in tokenized assets and stablecoin infrastructure; source: X post on 2025-08-15 https://twitter.com/1HowardWu/status/1956481817604968701. This statement highlights privacy programmability as a core feature trajectory for future RWA rails and stablecoin systems, a signal relevant for traders tracking zero-knowledge and on-chain privacy tooling adoption; source: X post on 2025-08-15 https://twitter.com/1HowardWu/status/1956481817604968701. For trading strategy, the source indicates a narrative where privacy-enabled compliance and programmability become table stakes for RWAs and stablecoins, guiding attention to privacy tech alignment across issuance platforms and settlement layers; source: X post on 2025-08-15 https://twitter.com/1HowardWu/status/1956481817604968701.

According to Cas Abbé, the Federal Reserve has ended the program that increased bank scrutiny of crypto, while the crypto market traded down on the headline, indicating a potential disconnect between news and price action; source: Cas Abbé, X post dated Aug 15, 2025. The program referenced is the Fed’s Novel Activities Supervision Program, established in August 2023 to heighten oversight of state member banks’ crypto-related activities; source: Federal Reserve Board press release dated Aug 8, 2023, and supervisory letter SR 23-7. Under SR 23-8, state member banks seeking to engage in certain dollar-token (stablecoin) activities were required to obtain supervisory nonobjection, adding steps that affect bank-crypto relationships relevant to exchanges and stablecoin issuers; source: Federal Reserve Board supervisory letter SR 23-8, August 2023. Because stablecoins facilitate trading liquidity and settlement across crypto markets, any change to bank oversight around these activities can influence BTC and ETH market liquidity and pricing; source: President’s Working Group on Financial Markets, Report on Stablecoins, November 2021. Traders should watch for an official Federal Reserve update clarifying the status of SR 23-7 and SR 23-8 to gauge the scope and timing of any impact on bank-crypto rails and stablecoin flows before positioning; source: Federal Reserve Board supervisory letters SR 23-7 and SR 23-8, and Cas Abbé, X post dated Aug 15, 2025.

According to Miles Deutscher, the primary winner of the stablecoin race is the U.S. dollar rather than Ethereum or Solana, source: Miles Deutscher on X, Aug 14, 2025. According to Miles Deutscher, BRICS-led de-dollarization is a threat and the counter is to embrace stablecoins and blockchain at the policy level, including his reference to Trump’s support and the Genius Act, source: Miles Deutscher on X, Aug 14, 2025. According to Miles Deutscher, this framing positions USD as the net beneficiary of broader stablecoin adoption, a trading-relevant takeaway for assessing where value accrues in crypto markets, source: Miles Deutscher on X, Aug 14, 2025. According to Miles Deutscher, ETH and SOL are not the main beneficiaries in this setup, shifting focus toward USD-denominated stablecoin demand within crypto liquidity, source: Miles Deutscher on X, Aug 14, 2025.

According to @KookCapitalLLC, the crypto market is rotating from ETH to SOL as traders front run traditional finance investors’ next big idea. According to @KookCapitalLLC, Solana is better for stablecoins and offers higher native yield than Ethereum, making it attractive for capital allocation. According to @KookCapitalLLC, Solana is better for retail products, easier to use, and supported by stronger retail infrastructure, which makes the rotation an easy trade. According to @KookCapitalLLC, Hyperliquid is the next focus following this rotation theme.

According to @MilkRoadDaily, an interview with Mike Belshe covers the rise of stablecoins, why they beat banks, and which blockchains will lead their adoption, a set of topics directly relevant to liquidity positioning and network selection for crypto traders. Source: @MilkRoadDaily on X, Aug 13, 2025, https://twitter.com/MilkRoadDaily/status/1955746413884924325 The post does not specify the blockchains or metrics in the thread; traders should review the full interview for chain-specific implications on stablecoin volumes, fees, and yields that can affect execution and slippage across ecosystems. Source: @MilkRoadDaily on X, Aug 13, 2025, https://twitter.com/MilkRoadDaily/status/1955746413884924325

According to @MilkRoadDaily, BitGo CEO Mike Belshe said banks are so bad at payments, PayPal exists, arguing stablecoins are better for payments, as shared in a clip posted on X on August 13, 2025, source: Milk Road (@MilkRoadDaily) on X. This stance is consistent with documented frictions in bank-based cross-border payments including high costs and slow speeds, source: BIS CPMI cross-border payments programme reports 2020 to 2023. For traders, the key takeaway is that stablecoins such as USDT and USDC are the dominant quote and settlement asset on centralized crypto exchanges, so momentum around stablecoin payments tends to reinforce exchange liquidity conditions, source: Kaiko Research 2024 market structure analysis. Risk management focus is to monitor peg stability and redemption confidence because depegs have previously disrupted liquidity, such as the USDC depeg in March 2023, source: Federal Reserve Financial Stability Report May 2023 and FSB 2023 global stablecoin framework. A practical indicator is the Stablecoin Supply Ratio to gauge stablecoin purchasing power versus BTC for timing risk allocation, source: Glassnode Academy Stablecoin Supply Ratio.

According to @milesdeutscher, stablecoins have reached a fresh all-time high market cap above $280B after 22 consecutive months of growth. According to @milesdeutscher, this marks the highest level of crypto market liquidity to date, with more capital entering the space.

According to @MilkRoadDaily, a discussion with BitGo CEO Mike Belshe claims the proposed Genius Act could catalyze stablecoins at a scale comparable to the 1970s rule change that created a $5T money market fund market, positioning it as a major policy catalyst for crypto liquidity and settlement rails, source: @MilkRoadDaily. According to @MilkRoadDaily, the post frames the outcome as global and on-chain, signaling potential for widespread stablecoin adoption if the Act advances, source: @MilkRoadDaily. According to @MilkRoadDaily, the comparison underscores a trillion-dollar opportunity for stablecoins that traders may treat as a structural catalyst for market depth and volume should regulatory progress occur, source: @MilkRoadDaily.

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).