dollar

The $300 billion record stablecoin supply may act as “rocket fuel” for the crypto market, while signaling a growing integration with global finance, industry watchers told Cointelegraph.
The record $300 billion stablecoin market capitalization may signal that more investor capital is flowing onchain, which could act as “rocket fuel” for cryptocurrency valuations, according to market analysts.
The total stablecoin supply has reached a new record of over $300 billion on Friday, marking a 46.8% year-to-date growth rate that may outpace the previous year’s stablecoin market growth, Cointelegraph reported.
The record comes at the start of October, historically the second-best month for Bitcoin $121,718, reinforcing investor optimism around a potential “Uptober” rally.

“Stablecoin supply may have crossed 300 billion dollars, but this is not capital waiting on the sidelines. It is moving through markets with purpose,” according to Andrei Grachev, founding partner at synthetic dollar protocol Falcon Finance.
“Transfer volumes are in the trillions each month. Velocity metrics show constant activity across networks,” Grachev told Cointelegraph. “They are being used—not just held. This is capital at work, not capital on hold.” 
“Stablecoins are settling trades, funding positions, and giving users dollar access where banks fall short,” he added. 

Stablecoins have several use cases beyond investment, including in payments, remittances, merchant payments and as a means of saving. A growing supply may also indicate more stablecoin usage for daily payments or institutional settlements.
$300 billion stablecoin supply may be “rocket fuel” for crypto
The $300 billion milestone may signal a “rebound in digital assets” along with the growing integration of stablecoins in global finance, according to Ricardo Santos, the chief technical officer at stablecoin-based fintech payment company Mansa Finance.
The stablecoin supply’s “expansion is often interpreted as a sign of fresh dollar-equivalent liquidity that can quickly rotate into Bitcoin, Ethereum or altcoins,” he told Cointelegraph. “In this sense, the $300 billion threshold looks like rocket fuel for the next market cycle.”
Santos pointed to stablecoin adoption in countries such as Nigeria, Turkey and Argentina, where residents use US dollar-pegged tokens as “de facto dollars” for everyday transactions.
Stablecoins are also being integrated into payment systems by global financial players such as Visa, further embedding them into mainstream financial infrastructure.

During the past month, Circle minted $8 billion worth of USDC $0.9994 on the Solana network alone, with $750 million minted on Thursday, according to blockchain data platform Lookonchain’s X post.

“Capital doesn’t stay idle for long,” according to technical analyst and popular crypto trader Kyle Doops, who expects the record stablecoin supply to start flowing into the cryptocurrency market.
#Bitcoin
#Blockchain
#Cryptocurrencies
#Altcoin
#Dollar

The total stablecoin market capitalization has surged past $300 billion, posting 47% growth YTD and highlighting a growing adoption trend.

Stablecoins — cryptocurrencies pegged to the value of fiat currencies or commodities — have surpassed $300 billion in market capitalization for the first time, highlighting a significant adoption trend.
According to data from open-source aggregator DefiLlama, the milestone was reached on Oct. 3, 2025, capping a year-to-date growth of 46.8%
By reaching the $300 billion threshold, the stablecoin market is well-positioned to break the pace of 2024 amid intensifying competition and a wave of new stablecoin launches this year.
“The milestone is a reminder that the infrastructure we build today has to scale to trillions,  because that’s where the market is headed,” USDT0 co-founder Lorenzo R told Cointelegraph.
A $23 billion gap to replicate last year’s growth
To match last year’s 58% growth, stablecoins would need to add another $23 billion in value by year-end. With $40 billion added in the third quarter alone, analysts say the market is on track.
The 58% increase would not be the highest pace seen historically. The stablecoin market cap ballooned by 876% in 2019, rising from around $400 million to $4.1 billion in a year.

The boom continued through the pandemic era, with the market expanding further by 568% in 2020 and 494% in 2021, before experiencing its first major contractions in 2022 and 2023.
Ethena’s USDe and Solana among the biggest winners
As previously reported, stablecoin growth in 2025 was driven mainly by TetherUSDT$1.00, Circle’s USDC USDC$0.9993 and Ethena Labs’ yield-bearing stablecoin USDe (USDE).

Despite USDT and USDC heavily dominating stablecoin inflows and market cap, Ethena’s USDe saw the biggest spike in market share growth, surging more than 150% from around $6 billion in January to nearly $15 billion by October, according to data from RWA.xyz.
Network-wise, Ethereum continued to dominate the stablecoin industry, with a circulating stablecoin supply of $171 billion.

However, stablecoins on Ethereum have risen by around 44% in 2025, while Solana-based stablecoins surged nearly 70% from $4.8 billion to $13.7 billion.

Arbitrum and Aptos have also seen notable growth, with stablecoin circulation supply surging by around 70% and 96%, respectively.
Anticipation of mainstream adoption
According to EarnOS founder Phil George, the $300 billion stablecoin milestone is significant, but the trend is more crucial.
“Supply has doubled in two years and will probably double again in one year from now,” George said, adding that major financial platforms like Stripe, Circle and Tether have announced building their own layer-1 (L1) blockchains and PayPal is already issuing their own stablecoin.
“I expect to see $100 trillion of transaction volume next year and would love to see supply double again to $600 billion,” he told Cointelegraph, expressing confidence about more stablecoin launches by payment giants like Visa.
Aryan Sheikhalian, head of research at CMT Digital, echoed George’s perspective, saying that while the $300 billion milestone is a “marker of maturity,” even more significant thresholds are likely on the horizon.
Sheikhalian said $500 billion would mark mainstream integration, with $1 trillion likely by decade’s end as stablecoins reach corporate treasuries and consumer payments.
“Longer term, if corporations like Amazon or Walmart issue their own tokens or adopt stablecoins at checkout, that’s the moment the rails of consumer finance will have fundamentally shifted.”

#Cryptocurrencies
#Dollar
#Ethereum
#Adoption
#MarketCapitalization

Gold reaffirmed its role as the ultimate safe haven. On Wednesday, the precious metal surged to a new all-time high of $3,875.53 per ounce after the United States entered its first government shutdown in seven years.

U.S. Shutdown Sparks Market Jitters
The U.S. government was forced to shut down at 12:01 a.m. after Congress failed to pass a stopgap funding bill. President Donald Trump had called the closure “likely” and accused Democrats of refusing to compromise. The shutdown threatens to delay critical macroeconomic data – including Friday’s nonfarm payrolls – heightening uncertainty across markets and weighing on the dollar.
The greenback slid for the third consecutive day, with the Dollar Index dropping 0.3% to its lowest level since September 19. Meanwhile, Dow, S&P 500, and Nasdaq futures fell by 0.41%, 0.44%, and 0.51%, respectively.

Gold in the Spotlight, Silver Rallies Too
Gold prices have now climbed more than 47% year-to-date, putting the metal on track for its strongest annual performance since 1979. The rally has been fueled by massive central bank purchases and record inflows into gold-backed ETFs as the Federal Reserve continues cutting interest rates.
Silver also joined the surge, jumping as much as 2% to $47.56 per ounce, less than 5% away from its record high. It has gained more than 60% this year, driven by tight supply and the same macroeconomic forces boosting gold.
Platinum and palladium, however, declined. The euro gained 0.3% to $1.1767 against the dollar.

Asian and European Markets Mixed
Global stock markets reacted unevenly:
Nikkei 225 dropped 1.16%, Topix fell 1.71%Kospi gained 0.79%, Kosdaq rose 0.56%Taiwan Weighted Index advanced 1.14%, with TSMC up 2.3% as Nvidia’s market cap soared past $4.5 trillionFTSE climbed 0.54%, while SMI, HEX, IBEX 35, and DAX remained flatIndia: Nifty 50 +0.31%, Sensex +0.22%, as the central bank kept rates unchanged at 5.5%
Markets in mainland China and Hong Kong were closed for holidays.

Oil Moves Higher, Risks Mount
Oil prices edged up modestly. Brent crude traded at $66.31 a barrel, while WTI stood at $62.63. Analysts warn this shutdown could prove more disruptive than past episodes, as it coincides with a tight labor market, inflationary pressures, and record-high stock valuations.

Political Deadlock and Mass Layoff Fears
The standoff deepened after the Republican-controlled Senate twice failed to pass temporary spending bills. Democrats insist on including extensions of Obamacare tax credits for millions of Americans. With both sides deadlocked, the Senate adjourned after the latest failed vote.
The nonpartisan Congressional Budget Office estimated the shutdown could leave up to 750,000 federal employees without work. Trump even hinted over the weekend at the possibility of broader layoffs tied to the closure.

#GOLD , #markets , #dollar , #globaleconomy , #Investing

Stay one step ahead – follow our profile and stay informed about everything important in the world of cryptocurrencies!
Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“

Washington and Seoul have strengthened their economic partnership. On October 1, the two countries pledged not to manipulate exchange rates for trade advantage, reserving interventions solely to address excessive volatility and disorderly market movements. The agreement does not include a bilateral currency swap line.

Shared Commitments to Fair Markets
In their joint statement, the United States and South Korea reaffirmed their commitment to respect International Monetary Fund (IMF) rules and avoid actions that could distort the global monetary system. The initiative is designed to prevent unfair competitive advantages.
Both sides agreed that macroprudential measures and capital flow regulations must not be used to manipulate exchange rates. The accord reflects a similar U.S.–Japan agreement reached in August, but unlike the Japanese deal, the pact with Seoul explicitly states that both countries will continue monitoring currency market stability.

Investments for Diversification, Not Currency Pressure
The statement emphasized that sovereign investment funds must deploy capital abroad for diversification and risk-adjusted returns, not to influence exchange rates for competitive reasons. While not explicitly mentioned, the debate touches on South Korea’s National Pension Service (NPS), the world’s third-largest pension fund.
The U.S. has kept South Korea on its currency monitoring list. Although Seoul was removed in 2023 for the first time since 2016, it was reinstated in November 2024. According to U.S. officials, the NPS’s use of funds for hedging foreign exchange risk may have influenced the won’s value.

Regular Reporting and Information Exchange
The new agreement introduces monthly information-sharing on market interventions between Seoul and Washington. South Korea will continue quarterly disclosure of its foreign exchange reserves and forward positions with a three-month lag, but will now also release annual breakdowns of its central bank reserves by currency – even though much of this data is already public.
Seoul has maintained a policy consultation channel with the U.S. since April, when the issue first emerged during trade talks. South Korea’s Ministry of Finance hailed the latest initiative as proof of the “importance of mutual trust and open communication” between the two governments to ensure FX market stability.

Broader Trade Context
The pledge comes as Washington and Seoul work to balance broader trade ties. In July, the two nations agreed to reduce U.S. tariffs on South Korean imports, including cars, from 25% to 15%. Seoul also committed to investing $350 billion in the U.S., though the initiative has stalled due to Seoul’s concerns over currency market impacts.
According to Jung Yue-jin of South Korea’s Ministry of Economy and Finance, the deal sets clear standards: “As long as these standards are upheld, it is unlikely that South Korea will be labeled a currency manipulator.”

#US , #SouthKorea , #globaleconomy , #dollar , #markets

Stay one step ahead – follow our profile and stay informed about everything important in the world of cryptocurrencies!
Notice:
,,The information and views presented in this article are intended solely for educational purposes and should not be taken as investment advice in any situation. The content of these pages should not be regarded as financial, investment, or any other form of advice. We caution that investing in cryptocurrencies can be risky and may lead to financial losses.“