💵 What if the digital dollar is already winning the war without you noticing?
Arthur Hayes made it clear: stablecoins backed by Treasury bonds could channel up to $34 trillion into DeFi. Yes, trillion.
📲 How?
With apps like WhatsApp integrating crypto wallets, bypassing local banks and putting the dollar in every pocket on the planet.
Tether is already doing it: it invests in T-bills, earns 4.5% annually, and doesn't even say thank you. But now, with official backing from the U.S., that model becomes institutionalized.
🌍 Global South banks are left out of the game, and the digital dollar becomes the new standard.
⚙️ Protocols like Ethena, Ether.fi, and Hyperliquid are ready to absorb that liquidity:
- Ethena ($ENA ) projects $2.5B in stablecoins by 2028
- Hyperliquid ($HYPE ) dominates perpetuals with 63% of the market
- Ether.fi facilitates payments with Visa without going through banks
📈 The play: convert the Eurodollar system and retail deposits into traceable, profitable stablecoins fully controlled by the U.S.
Geopolitics, UX, and yield, all in one.
🧠 If you're not watching these flows, you're trading on the surface. The real alpha is in understanding how the financial system is being redesigned... and who is coding it.
