#BigTechStablecoin
Regulatory & Market Shifts
US Stablecoin Act (2024):
Requires 1:1 reserves + monthly audits, favoring compliant players (USDC, PYUSD).
Tether (USDT) under scrutiny – NYAG investigation ongoing.
EU’s MiCA Rules (Live July 2025):
Forces USDT off EU exchanges unless compliant. USDC/PYUSD gaining.
Key Battlegrounds
Remittances: Meta vs. PayPal in LatAm/SEA.
E-Commerce: Amazon’s discount war vs. credit cards.
Institutional Adoption: BlackRock using USDC for treasury management.
What’s Next?
Meta’s official stablecoin announcement (Expected late 2025).
Apple’s "Crypto Vault" hardware (iPhone 17 launch).
USDT’s fate – Will it survive MiCA/US crackdowns?
Big Tech is avoiding direct stablecoin issuance (for now) but aggressively embedding crypto into payments. USDC and PYUSD are the biggest winners.
Would you like a deep dive on any specific company’s strategy? 🚀