1/ Stablecoins are the Trojan horse for global USD dominance and Ethereum is the rails. If you’re bullish on dollars, you’d better be bullish on ETH.
The next-gen dollar economy runs on Ethereum and through ETH. 🧵
2/ You don’t scale dollars with pallets of cash or new bank branches. You mint digital dollars like USDC and others on Ethereum. Permissionless, borderless, 24/7 reach.
3/ Each stablecoin is backed by short-dated U.S. Treasuries. Every extra $1 abroad chasing stablecoins = fresh demand for Treasury bills. Washington loves that flywheel.
4/ A $10tn stablecoin market this decade isn’t moon math. Billions in LATAM, Africa & Asia already prefer crypto rails over shaky local banks. They also prefer USDC over their local devaluing currency.
Digital dollars win by default.
5/ Where do those dollars live? Mostly on Ethereum mainnet & its L2s. More stablecoin volume → more ETH burned, more eyes on ETH
6/ U.S. regulators will police issuers, not the chain. Going after Ethereum would choke dollar exports and Treasury demand, so incentives align. ETH becomes critical infra.
7/ Endgame: trillions in stablecoins secured by Ethereum, constant bid for Treasuries, ETH capturing value from every transfer.
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