The Web2 giants such as Meta, X, Google, and Shopify are the ones that really have the potential to be disrupted, because they have their own user base and payment scenarios. When Amazon and Walmart began to explore stablecoins, it meant that billions of mainstream users were being "fed" directly to the Crypto infrastructure.
In my opinion, this is the true value of the stablecoin Summer – not to bring short-term opportunities to the crypto community to get rich, but to allow the crypto infrastructure to quietly penetrate the mainstream world.
When billions of web2 users begin to use stablecoins on a daily basis, the infra demand for DeFi, DeAI, GameFi and other tracks will increase accordingly, which is a long-term growth buff that cannot be perceived in the short term but cannot be ignored.
Stablecoins are infiltrating the corners of the global economy through "payments" rather than "transactions". After the U.S. stablecoin Genuis Act, "payment stablecoins" will drive the flow of funds in real-world scenarios, and then the flow of value. So in this futuristic world: emerging stablecoins = Stablecoin Payments + On-Chain Finance.
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