According to Paolo Ardoino, USDT0 is expanding, with USDT0 Analytics reporting 24h volume of USD 513.58M and historical volume of USD 68.08B (source: USDT0 Analytics via Ardoino on X). The same dataset lists an average 24h transaction size of USD 281.88K and 521.37K historical transactions (source: USDT0 Analytics via Ardoino on X). It also shows support for 19 chains and a total supply of 4,477,859,326 USDT (source: USDT0 Analytics via Ardoino on X). For traders, the larger multi chain supply and high average ticket size indicate deeper on chain liquidity and improved conditions for routing and basis trades across supported ecosystems, based on the metrics shared by Ardoino from USDT0 Analytics. Monitoring USDT pairs and DEX liquidity where USDT0 operates can help identify tighter spreads and arbitrage pathways informed by the reported volumes and chain coverage (source: USDT0 Analytics via Ardoino on X).

According to @CryptoMichNL, OKX has launched the OKX Card in Europe, enabling users to spend stablecoins with real-time conversion for onchain payments and offering a kickback on purchases (source: @CryptoMichNL). According to OKX in the announcement referenced by @CryptoMichNL, the product positions stablecoin-first finance for compliant everyday use and includes a signup bonus of up to €100 in Bitcoin (BTC) (source: @CryptoMichNL citing OKX). Based on the source information from @CryptoMichNL and OKX, traders can monitor card adoption and stablecoin spending as potential onchain activity drivers and consider the BTC incentive as a user acquisition catalyst (source: @CryptoMichNL and OKX).

According to @jessepollak, Y Combinator now allows portfolio companies to receive their standard 500k investment in USDC on Base to enable cheap, fast, global transfers using trusted currencies (source: @jessepollak on X). The announcement cites YC-backed Aspora and DolarApp as examples of stablecoin-powered services across India and Latin America, and references the passage of the GENIUS Act alongside growing institutional adoption (source: @jessepollak on X). YC states it expects many startups, crypto-focused or not, to use crypto for payments, banking, and capital raising, underscoring stablecoins and the Base network as core rails for startup finance and cross-border settlements (source: @jessepollak on X).

According to Lookonchain, the stablecoin market capitalization declined by $3.94B with heavy outflows across Ethereum, Solana, and Base (source: Lookonchain). According to Lookonchain, decentralized exchange spot and perpetual trading volumes jumped as a sharp market drop drove heightened volatility (source: Lookonchain). According to Lookonchain, seven companies increased their holdings by 2,003.92 BTC valued at $158M (source: Lookonchain). According to Lookonchain, Tom Lee's Bitmine purchased 41,788 ETH worth $96.95M and Michael Saylor's Strategy bought 855 BTC at $87,974 totaling $75.22M (source: Lookonchain). According to Lookonchain, Trend Research sold 53,589 ETH worth $127M, while BitcoinOG (1011short) sold 121,185 ETH worth $292M to repay a loan and was later liquidated with a total loss of $128.87M (source: Lookonchain).

According to @EleanorTerrett, BTC is below 80K as representatives from crypto and bank trade groups are set to meet at the White House to discuss stablecoin yield, source: @EleanorTerrett on X and Crypto in America. She adds that the SEC has delayed an innovation exemption, source: @EleanorTerrett on X and Crypto in America. The update highlights what traders are watching this week around regulatory headlines and stablecoin yield policy talks, source: Crypto in America via @EleanorTerrett.

According to @binance, it completed the first batch of converting 100 million USD in stablecoins into Bitcoin for the SAFU Fund and disclosed the SAFU BTC address 1BAuq7Vho2CEkVkUxbfU26LhwQjbCmWQkD, source: Binance on X. According to @binance, further conversions are ongoing, source: Binance on X. According to @binance, this confirms identifiable spot BTC demand tied to SAFU reallocation, a factor traders can monitor for near term liquidity and order flow as transactions proceed, source: Binance on X.

According to @ai_9684xtpa, Trend Research holds roughly 618,246 ETH across six addresses, collateralizing about $1.33B in WETH against $939M in stablecoin loans, with liquidation levels clustered between $1,781.09 and $1,862.02 across key wallets at $1,833.84, $1,862.02, $1,808.05, $1,781.09, $1,855.18, and $1,856.57 assuming no added collateral or deleveraging; source: @ai_9684xtpa. According to @ai_9684xtpa, around 40,000 ETH was deposited to exchanges in the past 24 hours and approximately $94.53M in ETH was moved to Binance at a $2,363.36 deposit price, potentially to mitigate liquidation risk, with on-chain holdings near 618,253 ETH and an estimated cost basis around $3,104.36; source: @ai_9684xtpa.

According to @lookonchain, a wallet labeled BitcoinOG (1011short) is selling ETH to repay an Aave loan, depositing 121,185 ETH to Binance over the past two days and withdrawing 92.5 million dollars in stablecoins for repayment (source: @lookonchain). According to @lookonchain, the address still holds 30,661 BTC and 783,514 ETH on-chain, indicating substantial remaining inventory alongside active deleveraging (source: @lookonchain). According to @lookonchain, these flows reflect selling ETH for debt reduction, which typically lowers liquidation risk on Aave while routing additional ETH supply to centralized exchange order books (source: @lookonchain).

According to @OnchainLens, during the dip the on-chain entity '7 Siblings' borrowed and spent about USD 31.08 million in USDT and USDC to buy 12,806 ETH around 2,427 and still has an open buy order on CoWSwap tied to addresses 0x741aa7cfb2c7bf2a1e7d4da2e3df6a56ca4131f3 and 0x28a55c4b4f9615fde3cdaddf6cc01fcf2e38a6b0.

According to @GracyBitget, top VC and market making partners report losses on DAT exposure, altcoins remain structurally weak after the 10/11 shock, and exchange volumes have declined while some MMs faced liquidations, indicating fragile risk appetite, source: @GracyBitget on X. For trading, she advises cutting leverage, staying defensive, and for underexposed investors considering a staged BTC allocation while focusing on real infrastructure themes such as stablecoins, RWA, and payments that may not issue tokens, adding that this is neither a blind-buy opportunity nor a bull-market top, source: @GracyBitget on X.

According to @iampaulgrewal, Patrick Collison noted that Brian Armstrong’s advocacy for allowing yield sharing is not obviously in Coinbase’s self-interest, since prohibiting yield sharing would make USDC more directly profitable for Coinbase, citing a Wall Street Journal article. According to @iampaulgrewal, Collison’s view highlights that Armstrong’s position is driven by support for a vibrant, competitive market that protects consumer liberty rather than short-term economics. According to @iampaulgrewal, the trading takeaway is that policy direction on yield sharing could shape stablecoin yield products and competitive dynamics between centralized offerings and DeFi, with Collison’s framing pointing to different value capture paths depending on whether yield sharing is permitted or barred.

According to @EleanorTerrett, three days before ICBA meets crypto leaders at the White House to hash out differences over stablecoin yield, consumer watchdog CASE for America launched a six figure digital ad urging senators to back community banks and close the stablecoin loophole (source: @EleanorTerrett; source: @CASE_forAmerica). The campaign spotlights active lobbying over stablecoin yield as ICBA and industry negotiate, highlighting regulatory uncertainty that traders should factor into stablecoin yield products and related DeFi lending venues (source: @EleanorTerrett; source: @CASE_forAmerica). Traders can monitor flows and spreads in major stablecoins and borrowing rates on yield platforms for headline sensitivity during this negotiation window (source: @EleanorTerrett; source: @CASE_forAmerica).

According to @paoloardoino, Tether released its Q4 2025 attestation showing profits surpassing 10B and a 50B expansion in USDT supply, driven by rising dollar demand outside traditional banking rails, source: @paoloardoino. Based on these figures disclosed by @paoloardoino, traders may view the larger USDT float as supportive for onchain liquidity and depth across crypto trading pairs, source: @paoloardoino.

According to @thisisRita_Liu, OristaPay Global Collection is now live to power B2B stablecoin payments for the real economy in emerging market corridors with compliance and risk controls built in. source: @thisisRita_Liu The service offers dual fiat and stablecoin rails, 24/7 liquidity, real time tracking, deep coverage across Africa and Latin America, and is built on Hong Kong’s regulated framework to bridge Web2 and Web3 finance. source: RD_Technologies via @thisisRita_Liu

According to @1HowardWu, Aleo has partnered with Toku and Paxos to launch a private, risk mitigating stablecoin payroll solution that integrates Aleo’s privacy layer into Toku’s global payroll platform, enabling instant payouts in regulated stablecoins with confidentiality comparable to traditional banking (source: @1HowardWu). Aleo states the integration keeps salaries, bonuses, and treasury flows private on chain, addressing data exposure on transparent blockchains while maintaining crypto-native settlement (source: Aleo). According to @1HowardWu, improving regulation is driving employer interest in crypto payouts, and lack of privacy has been the key blocker that this release aims to remove for real-world adoption (source: @1HowardWu). According to @1HowardWu and Aleo, the announcement underscores an enterprise-focused path for privacy infrastructure and regulated stablecoins in on chain payroll workflows (source: @1HowardWu; Aleo).

According to @Andre_Dragosch, most USD stablecoins are held offshore in a Eurodollar-style system. Source: @Andre_Dragosch. He explains that stablecoin issuers buy Treasury bills, creating a capital inflow to the US, but the US Treasury later pays interest and principal back offshore, resulting in a net capital outflow. Source: @Andre_Dragosch. He argues this dynamic worsens the US Net International Investment Position and challenges the claim that stablecoins function as a geopolitical tool to fund deficits without exporting dollars. Source: @Andre_Dragosch. For crypto traders, he implies that an expanding stablecoin float may signal offshore dollar demand rather than sustained US-based liquidity for risk assets. Source: @Andre_Dragosch.

According to Alice und Bob, the balance sheet increased when measured in DOT due to a more conservative approach, but its USD-equivalent value fell in Q4 as the DOTUSD rate declined (source: Alice und Bob on X). According to Alice und Bob, this valuation risk is increasingly mitigated by diversifying holdings into stablecoins (source: Alice und Bob on X).

According to @s_alderoty, new research from the National Cryptocurrency Association conducted with PayPal and Harris Poll finds that nearly four in ten U.S. merchants already accept crypto payments and that a strong majority expect crypto to become a common payment method within five years, with adoption driven by real customer demand and paced by simplicity and trust (source: National Cryptocurrency Association; PayPal; Harris Poll). For traders, these NCA findings highlight expanding real world utility in crypto payments and suggest monitoring payment-related assets such as payment rails and stablecoins for network activity and integration progress, as merchants prioritize low-friction onboarding, reliable settlement, and trusted refund and compliance processes (source: National Cryptocurrency Association).

According to Lightspark, Lightspark Grid now routes funds to bank accounts in 65 countries 24/7 via direct connections to local payment rails, enabling fiat or stablecoin in and bank account out (source: Lightspark on X). Lightspark highlights that it provides Bitcoin’s Lightning Network settlement as backend infrastructure—payments settle within seconds while end users remain in fiat—without a token or consumer-facing app (source: Lightspark on X). For traders, the broadened Lightning access and real time on and off ramps indicate rising BTC payments utility that participants track for adoption-driven liquidity and cross border settlement flows (source: Lightspark on X).

According to @santimentfeed, the combined market cap of the top 12 stablecoins fell by 2.24 billion in the past 10 days, coinciding with an approximately eight percent decline in Bitcoin BTC price (source: Santiment on X). According to @santimentfeed, this pattern reflects a rotation into traditional safe havens as gold and silver reach all time highs while crypto and stablecoin valuations contract (source: Santiment on X). According to @santimentfeed, falling stablecoin supply shows money is leaving crypto for fiat rather than waiting in stablecoins to buy dips, reducing immediate buying power (source: Santiment on X). According to @santimentfeed, shrinking stablecoin liquidity tends to pressure altcoins more than Bitcoin and can make rebounds weaker or slower (source: Santiment on X). According to @santimentfeed, a more durable recovery likely requires stablecoin market caps to stabilize and rise, signaling fresh capital inflows and renewed confidence (source: Santiment on X).