According to the source, Standard Chartered Research projects that more than $1 trillion could move from emerging‑market bank deposits into dollar stablecoins by 2028 as crypto adoption accelerates. Source: Standard Chartered Research. Stablecoins already accounted for the majority of on‑chain transaction volume in many emerging markets in 2023, with USDT and USDC transfers concentrated on Tron and Ethereum, indicating where incremental flows would likely settle. Source: Chainalysis, The 2023 Geography of Cryptocurrency Report. Traders commonly track stablecoin supply growth and metrics such as the Stablecoin Supply Ratio as liquidity proxies for broader crypto risk, linking changes in USDT and USDC supply to BTC and ETH market depth. Source: Glassnode, Stablecoin Supply Ratio methodology. Global policy institutions warn that rapid stablecoin uptake can accelerate cryptoization and pressure domestic monetary transmission and bank funding in emerging markets, a risk that would be directly relevant if large deposit shifts occur. Source: International Monetary Fund, analysis of cryptoization risks.

According to the source, analysts predict stablecoins could drain up to 1 trillion dollars from emerging-market bank deposits within three years as depositors prioritize capital preservation over yield, source: the provided source. For trading, this scenario implies rising demand for USDT and USDC liquidity and potential shifts in market depth and pricing across stablecoin pairs on major exchanges during EM trading hours, based on the source. Traders should track aggregate stablecoin market-cap growth and net issuance, especially for USDT and USDC, as high-frequency proxies to gauge whether the forecasted deposit migration is materializing, based on the source.

According to @caprioleio, TOKEN2049 is the world's biggest crypto conference and he plans to return in 2026. Source: @caprioleio on X, Oct 6, 2025. Forbes highlighted Charles Edwards' Quantum presentation as a top trend at TOKEN2049. Source: Forbes Digital Assets, Oct 2, 2025. Forbes also identified stablecoins, decentralized AI (DeAI), and real-world assets (RWA) as leading themes from the event. Source: Forbes Digital Assets, Oct 2, 2025. Traders should align focus with these themes, tracking quantum-security narratives, stablecoin developments, DeAI infrastructure, and RWA tokenization updates flagged by the event coverage. Source: Forbes Digital Assets, Oct 2, 2025.

According to @ki_young_ju, Zcash investors are positioning for a shift of illicit and gray-area funds from BTC and stablecoins into privacy coins as AML rules tighten (source: Ki Young Ju on X, Oct 5, 2025). For traders, this suggests monitoring ZEC/BTC performance, privacy coin spot volumes, and market reaction to AML enforcement headlines for potential relative strength in ZEC versus BTC and stablecoins (source: Ki Young Ju on X, Oct 5, 2025). The source frames this as an investor bet rather than confirmed flows, underscoring the need for cautious position sizing amid regulatory sensitivity around privacy assets (source: Ki Young Ju on X, Oct 5, 2025).

According to @smtgpt, India’s Finance Minister Nirmala Sitharaman referenced stablecoins and framed a global choice to either explore them or risk exclusion, underscoring policy attention that places stablecoins on traders’ watchlists, source: @smtgpt on X, Oct 4, 2025. According to @smtgpt, India receives over 125 billion dollars in annual remittances and stablecoins can reduce transfer costs from 6-7 percent to 1-3 percent, indicating billions in potential fee savings and a clear on-chain remittance use case, source: @smtgpt on X, Oct 4, 2025. According to @smtgpt, India’s advanced fintech stack creates an opportunity to embrace virtual digital assets, suggesting supportive conditions for stablecoin rails and utility if pursued, source: @smtgpt on X, Oct 4, 2025.

According to @milesdeutscher, this cycle should not be traded like 2017 or 2021, as an over-diversified 20+ altcoin portfolio increases drawdown risk and underperformance. Source: @milesdeutscher, X, Oct 3, 2025. He advises holding a large portion in stablecoins and only sizing into trades when multiple signals align, aiming for better risk-adjusted returns and flexibility. Source: @milesdeutscher, X, Oct 3, 2025. He follows a hybrid 50/50 approach between stablecoins and positions to balance upside capture with capital preservation and reduce whipsaw from broad alt exposure. Source: @milesdeutscher, X, Oct 3, 2025. This implies fewer but larger trades, clearer invalidation levels, and tighter cash control, at the cost of potential missed moves and idle capital drag. Source: @milesdeutscher, X, Oct 3, 2025.

According to @jessepollak, he posted on Oct 2, 2025 that "every country, every currency, all on @base," but the post did not include any product launch, timeline, or technical details, limiting its immediate tradability as a concrete catalyst; source: X post by Jesse Pollak on Oct 2, 2025: https://twitter.com/jessepollak/status/1973898148922994719. According to @jessepollak, the message contains no verifiable integration or token listing information, so any market impact should be assessed only when official documentation or announcements follow; source: X post content by Jesse Pollak: https://twitter.com/jessepollak/status/1973898148922994719.

According to @MilkRoadDaily, Visa is piloting stablecoins for cross-border payments by allowing businesses to pre-fund Visa Direct with stablecoins, which reduces idle fiat balances parked in foreign banks and enables faster, cheaper movement of trapped liquidity globally. Source: @MilkRoadDaily on X, Sep 30, 2025. For traders, monitor stablecoin transfer volumes and USDC-related flows if Visa confirms supported assets, building on Visa’s earlier USDC settlement pilots on Ethereum and Solana. Source: Visa Newsroom and Visa Crypto blog, 2023.

According to @JKronbichler, a first Credit Vault has been launched on Plume Network with a stated focus on stablecoins and real-world credit as the next chapter of onchain finance (source: X post by @JKronbichler on Sep 30, 2025, referencing an official ClearpoolFin link). The post explicitly tags $CPOOL, making the announcement directly relevant to the CPOOL ecosystem and token-focused traders tracking protocol product rollouts and integrations (source: X post by @JKronbichler on Sep 30, 2025). The author does not provide quantitative details such as yields, TVL targets, or timelines in the post, constraining immediate assessment of cash-flow impact and requiring traders to await further official disclosures for metrics (source: X post by @JKronbichler on Sep 30, 2025).

According to the source, ETF analyst Nate Geraci said several Solana (SOL) staking ETF applications could receive U.S. approval by mid-October; source: Nate Geraci, X (September 2025). Eric Trump separately stated that USD-pegged stablecoins could help preserve the U.S. dollar’s global strength; source: Eric Trump, X (September 2025).

According to the source, Eric Trump told the New York Post that stablecoins like his family’s USD1 could preserve the U.S. dollar’s global dominance. Source: New York Post.

According to the source, stablecoins are emerging as direct competitors to Visa (V) and Mastercard (MA) by targeting the U.S. merchant card-fee pool that reached 160.7 billion dollars in 2022, underscoring a threat well over 100 billion dollars. Source: The Nilson Report 2023. Stablecoin transfers on high-throughput chains like Solana settle in seconds with sub-cent network fees, materially below the cost structure embedded in card merchant discount fees. Source: Solana Foundation network metrics; The Nilson Report 2023. Visa has piloted USDC settlement on Ethereum and expanded support to Solana, signaling readiness to route merchant payments over stablecoin rails. Source: Visa Newsroom announcement 5 Sep 2023. Mastercard has launched Mastercard Crypto Credential and cross-border blockchain pilots with regulated partners, testing compliant stablecoin-based transfers. Source: Mastercard Newsroom May 2024. USDT and USDC are the two largest stablecoins by market capitalization, concentrating payment liquidity on Ethereum (ETH) and Solana (SOL). Source: CoinMarketCap stablecoin rankings September 2024. Both Visa and Mastercard list disintermediation by new payment methods, including digital currencies, as risk factors in their annual filings, highlighting potential long-run pressure on take rates if merchant stablecoin settlement scales. Source: Visa 2023 Form 10-K risk factors; Mastercard 2023 Form 10-K risk factors.

According to @AltcoinGordon, traders should keep at least $100,000 in stablecoins as dry powder to buy crypto market dips on volatile days, emphasizing liquidity for rapid entries and scaling, source: @AltcoinGordon on X, Sep 25, 2025. The post also claims that starting with $100,000 in stables can be turned into $1,000,000 by year-end, but provides no supporting data or risk metrics, source: @AltcoinGordon on X, Sep 25, 2025. Trading takeaway: prioritize stablecoin reserves to execute buy-the-dip orders during sharp pullbacks, while noting the $1,000,000 outcome is an unverified assertion from the author, source: @AltcoinGordon on X, Sep 25, 2025.

According to the source, stablecoins offer near-instant settlement versus card rails that typically settle to merchants in 1 to 3 business days, a material advantage for cross-border flows, source: Visa Merchant Settlement 2024; Solana Foundation 2024. Stablecoin on-chain transfer volume exceeded $10 trillion in 2023 and continued growing in 2024, underscoring throughput advantages for value transfer over card networks, source: Visa Stablecoin Dashboard 2024. Average global remittance costs remain around 6 percent, while sending USDC or USDT on low-fee networks like Solana or Tron often costs under $0.01 in network fees, reducing cross-border payment costs for users, source: World Bank Remittance Prices 2024; Solana Foundation 2024; Tron DAO 2024. Programmable rewards and settlement, including tokenized cashback and automated compliance, are being piloted by major payment networks, pointing to on-chain loyalty integration, source: Mastercard Multi-Token Network 2023; Visa programmable payments research 2024. For traders, stablecoin supply growth and transfer volume are widely tracked as liquidity indicators for BTC and ETH, and higher stablecoin activity on Ethereum and Solana raises on-chain fees and active addresses that traders monitor for network demand, source: Glassnode 2023; Artemis 2024.

According to @AggrNews, the U.S. Commodity Futures Trading Commission will allow stablecoins to be used as tokenized collateral in U.S. derivatives. Source: @AggrNews. This expands the types of assets that can be posted as collateral in CFTC-regulated markets, a trading-relevant change for margin and risk management. Source: @AggrNews. No details on eligible stablecoins, venues, or effective date were provided in the cited post, so traders should await official CFTC guidance for implementation specifics. Source: @AggrNews.

According to the source, Vitalik Buterin said low-risk DeFi can be for Ethereum what search was for Google, highlighting a flagship, risk-managed use case on ETH. source: the source For traders, when on-chain activity rises, gas paid increases and the EIP-1559 base fee is burned, removing ETH from supply as demand grows; this makes network usage a direct input to ETH’s supply dynamics. source: Ethereum.org (EIP-1559) Track three signals: total gas used on Ethereum, base-fee ETH burned, and activity in overcollateralized lending and stablecoin-saving protocols that fit the low-risk DeFi profile on ETH L1/L2. source: Ethereum.org (network fundamentals); source: MakerDAO documentation (overcollateralization and RWA-backed reserves); source: Aave protocol documentation (overcollateralized lending) These signals directly reflect usage of conservative DeFi primitives emphasized in the comment and link to ETH’s fee and burn mechanics. source: Ethereum.org (EIP-1559, gas mechanics)

According to the source, crypto theft totaled $2.17B between January and July 2025 and could approach $4B by year-end if the pace persists, source: the source. For trading decisions, seek confirmation from primary on-chain security analytics such as Chainalysis, TRM Labs, SlowMist, CertiK, or PeckShield before repricing risk, source: industry-standard verification practice. If validated, traders typically rotate toward BTC and stablecoins, widen DeFi risk premia, and price higher implied volatility in options, source: historical patterns reported by blockchain security analytics in prior exploit cycles. Risk controls to consider include trimming exposure to unaudited DeFi and bridge tokens, tightening stops on low-liquidity altcoins, and hedging with BTC/ETH puts or collars until reliable incident tallies are published, source: risk management best practice.

According to @EauDoon, Katana lets users deploy idle BTC, ETH, and stablecoins on app.katana.network with a dashboard that shows both interest earned and the exact KAT allocated, instead of a points program. Source: @EauDoon on X, Sep 20, 2025. This setup highlights what users care about most—seeing precisely how much they have mined—supporting clearer yield monitoring for traders. Source: @EauDoon on X, Sep 20, 2025.

According to @Celo on X on Sep 19, 2025, Celo Co-Founder and Celo Foundation President Rene Reinsberg is in Seoul for KBW to discuss the future of stablecoins, SelfProtocol's zkPoH and identity solutions, and Celo's mini app ecosystem (source: @Celo). The @Celo post adds that the thread includes details on where to meet Rene and the team in Seoul (source: @Celo). The @Celo announcement does not disclose any product launches, token listings, or changes to CELO token economics (source: @Celo).

According to @paoloardoino, USDT added 2.9x more new $1+ holders than all other stablecoins combined over the past 90 days; source: @paoloardoino on X, Sep 19, 2025. The post frames this growth as bringing digital dollar savings to users worldwide, underscoring USDT’s relative user acquisition leadership among stablecoins during this period; source: @paoloardoino on X, Sep 19, 2025.