Colin Butler

However bad market sentiment is, stablecoins are still a ~$300B market today.

There’s a credible path to $3T over the next 4–5 years.

That’s one of the clearest secular growth stories in global finance, and equity investors have almost no way to underwrite it. Today, there’s effectively one pure play.

@MegaMatrixMPU is designed to provide another. More soon.

Thanks to @legendsnleaders for having me on.

Regulation is supposed to create clarity.

Somehow now, it’s doing the opposite.

The latest draft of the Clarity Act reportedly restricts stablecoin rewards, the core mechanism that has driven adoption and made digital dollars competitive globally.

Immediate reaction from the markets, Circle down ~20%.

More interesting though isn’t the price action.

It’s the contradiction.

Banks are pushing back on stablecoin yields because they threaten deposits — which sure yeah is totally rational.

Yet those same institutions have already spent years and billions building digital asset infrastructure. That they still can’t deploy.

Why?

Because no one can tell them what stablecoins actually are.

So we end up in a stalemate:
• Crypto can’t offer competitive products
• Banks can’t ship their own
• Capital sits on the sidelines

Everyone is “protected,” and nothing is growing.

The risk isn’t that stablecoins move too fast.

It’s that the U.S. moves too slowly while the rest of the world standardizes around programmable dollars and the US against all odds loses why had once seemed to be an insurmountable lead.

If stablecoins are going to be part of the financial system, and the will be, they need to be treated like one — not selectively constrained where they’re most competitive.

Otherwise, we’re punting on dollar dominance and a generational head start.

Clarity or no clarity, people will seek stablecoin yields.

The question that remains is if it’s in synthetic stables or compliant stables.

Whether this value stays onshore or goes offshore, that’s the decision regulators face.

Excited to chat everything stablecoins, growth, revenue, and investment access with @stabledash today.

Live in the next half hour 🫡

$500B could leave U.S. bank deposits by 2028.

Not for risky trading, or anything risky for that matter. For payments.

Stablecoins are becoming everyday money.

And why not, when consumers can:
• Earn ~3–4% on dollar balances
• Settle instantly
• Spend anywhere Visa/Mastercard work

The real threat to banks is stablecoins replacing checking accounts. And consumers having the benefits of their own deposits. That’s literally only scary to one group, the one that makes money on your deposits currently.

Anyway, stablecoins to $10T, and @MegaMatrixMPU to give you access to this growth story.