Episode Details

The Stablecoin Boom: Why Institutions Are Betting on Stablecoin Growth | Round Table
4/3/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $STABLES - The stablecoin market is experiencing significant growth, with total supply reaching new all-time highs. This trend is expected to continue, driven primarily by Tether and USDC.
    • β€œLooking at the stablecoin market at large, it's continued to make new all time highs in the total stablecoin supply. I think eclipsing just under 240,000,000,000. Most of this growth has been driven by Tether, followed by Circle's USDC. Those two combined make up about 90% just under the total, stable coin market. And really, I don't see this trend stopping” - Luke (17:45)
    • β€œSo if you have this outlook that stable coin supply is growing from 240,000,000,000 to 500 bill or a trillion, I would expect a lot of that, maybe not all, but certainly a lot to end up as liquidity provided on money markets.” - Luke (39:54)
  • 🟒 $BTC - πŸ”’
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  • 🟒 $PENDLE - πŸ”’
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  • 🟒 $ATHENA - πŸ”’
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  • 🟒 $TOKEN - πŸ”’
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