Stablecoins are a Trillion dollar opportunity.
Stablechains might be bigger.
With new regulations + giants like Circle, Stripe, and even Google circling the space, this narrative is just heating up.
Here's how I'm playing Q4. đ§”
1/ The Stablechain narrative has taken crypto by storm, especially after the Genius Act was approved.
That law gave stablecoin-related collectives clear legal recognition and regulatory certainty in the U.S.
Since then, weâve seen new players entering whatâs already one of the most profitable sectors in crypto.
2/ In fact, Tether, the largest stablecoin by supply, is also one of the most profitable companies in all of crypto.
Weâve seen announcements of stablechains aiming to redefine the sector: Arc from Circle, Tempo from Stripe, and even Google is exploring one.
Most havenât launched yet, so no direct way to bet on them. But here are two plays Iâm watching right now:
3/ @PlasmaFdn ( $XLP)
The first high-performance L1 designed specifically for stablecoins and instant global payments.
âąBuilt as a Bitcoin sidechain for max security
âąEVM-compatible for seamless DeFi integration
âą10,000 TPS with instant finality
It has already surpassed $8 billion in TVL, putting it ahead of Tron, Arbitrum, and Base.
5/ Backers?
Plasma is supported by Tether, which is about to raise $20 billion at a $500 billion valuation.
Even pre-TGE, theyâve raised over $2B in capital:
4.41K
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