Stablecoin supply has now hit 200B and I believe this is the reason why everyone is now saying "digital assets" and not "Bitcoin" and I am all for it. On a 90-day change (Since Trump Won the election) its been up only in stablecoin supply. USDT has increased by 20B (140B total supply) USDC has increased by 17B (52B total supply) Trump needs buyers of US debt to reduce yields and both of these are going to plug the gap. Where China and Japan are offloading at a similar rate. Tether are already the 3rd largest buyer of 3M Treasuries and 16th largest buyer globally. Tether 🤝 Cantor Fitzgerald 🤝 U.S. Administration This is going to be a massive source of BTC demand. You can extrapolate how big the stablecoin industry will be, minimum a 1T industry this cycle (5x). At least 5% will trickle into BTC. The playbook will be: 1. Inflate the stablecoin supply. 2. Which in turn inflates the BTC price and soaks up liquidity without inflating real world assets. 2. US yields will drop. 3. Spreads the digital dollar globally.