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Tom Lee: S...
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Tom Lee: Stablecoins Are Crypto’s Most Disruptive Force — And Ethereum Stands to Gain

  • Stablecoins with a market cap of $250 billion are reshaping global finance by offering a business model that benefits issuers through interest on fiat reserves and attracting interest from banks and payment giants.
  • Stablecoins provide real utility with low fees, no chargebacks, and increased access to digital payments, especially in Asia where 80% of stablecoin volume now occurs outside the U.S.
  • Stablecoins, led by Tether, are gaining institutional backing and have become major buyers of U.S. Treasury debt, reinforcing the dominance of the U.S. dollar.
  • As stablecoin adoption grows, Ethereum is set to benefit the most as it hosts the majority of stablecoin activity and real-world assets, potentially multiplying its revenues tenfold if the market expands to $2 trillion.

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