In the past three years, stablecoins in the cryptocurrency market have surged from $100 billion to over $300 billion today—an entirely new super cycle is taking shape.
Many people are still waiting for the next bull run.
But what’s truly worth paying attention to is that the underlying logic of the entire industry has changed.
In the past, the crypto market relied more on emotion-driven momentum.
Going forward, the crypto market will increasingly be driven by real demand.
The stablecoin supply continues to grow, meaning more and more capital stays on-chain.
The more capital on-chain, the greater the demand for core infrastructure such as public chains, Layer 2, DeFi, oracles, cross-chain protocols, wallets, security, and RWA.
This is a mutually reinforcing network effect.
Stablecoin expansion will not only increase the scale of on-chain economics, but also reshape how value is distributed across the entire crypto industry.
On-chain projects that have been proven over time will receive liquidity support next.
No market will have funds locked in for the long term—crypto assets even more so—and soon, a systemic revaluation will come.
$BTC $LDO $ETH #btc
Many people are still waiting for the next bull run.
But what’s truly worth paying attention to is that the underlying logic of the entire industry has changed.
In the past, the crypto market relied more on emotion-driven momentum.
Going forward, the crypto market will increasingly be driven by real demand.
The stablecoin supply continues to grow, meaning more and more capital stays on-chain.
The more capital on-chain, the greater the demand for core infrastructure such as public chains, Layer 2, DeFi, oracles, cross-chain protocols, wallets, security, and RWA.
This is a mutually reinforcing network effect.
Stablecoin expansion will not only increase the scale of on-chain economics, but also reshape how value is distributed across the entire crypto industry.
On-chain projects that have been proven over time will receive liquidity support next.
No market will have funds locked in for the long term—crypto assets even more so—and soon, a systemic revaluation will come.
$BTC $LDO $ETH #btc
