Stablecoin supply is currently at 210B, I wouldn’t be surprised if we hit 1T+ by this time next year Stablecoin growth will increasingly shift from being primarily derived from crypto speculators to primarily being a result of P2P payment utility Stablecoins are simply superior dollars, the most obvious initial use case of blockchain’s advantages - Global accessibility and distribution - Low cost and fast settlement time - Permisionless DeFi innovation - Increased demand for U.S. Treasuries Eventually every bank, fintech, and DeFi platform will provide their own USD stablecoin, offering different incentives to drive adoption All of the above ultimately serving as a case study for why tokenized assets are the superior format to represent any financial asset imaginable