Stablecoins are a trillion-dollar opportunity.
Stablechains might be bigger.
With new regulations + giants like Circle, Stripe, and even Google circling the space, this narrative is just heating up.
Here's how I'm playing Q4. đ§ľ
1/ The Stablechain narrative has taken crypto by storm, especially after the Genius Act was approved.
That law gave stablecoin-related collectives clear legal recognition and regulatory certainty in the U.S.
Since then, weâve seen new players entering whatâs already one of the most profitable sectors in crypto.
2/ In fact, Tether, the largest stablecoin by supply, is also one of the most profitable companies in all of crypto.
Weâve seen announcements of stablechains aiming to redefine the sector: Arc from Circle, Tempo from Stripe, and even Google is exploring one.
Most havenât launched yet, so no direct way to bet on them. But here are two plays Iâm watching right now:
3/ @PlasmaFdn ( $XLP)
The first high-performance L1 designed specifically for stablecoins and instant global payments.
â˘Built as a Bitcoin sidechain for max security
â˘EVM-compatible for seamless DeFi integration
â˘10,000 TPS with instant finality
It has already surpassed $8 billion in TVL, putting it ahead of Tron, Arbitrum, and Base.
5/ Backers?
Plasma is supported by Tether, which is about to raise $20 billion at a $500 billion valuation.
Even pre-TGE, theyâve raised over $2B in capital:
6/ Plasma is already ranked top 10 in all of crypto by TVL.
Their ultimate vision is Plasma One, a Neobank for crypto:
â˘Wallet + Visa card usable in 150+ countries
â˘Up to 4% cashback on spending
â˘Targeting 10% yield from on-chain activity
7/ @stbl_official ( $STBL)
A stablecoin protocol that separates principal and yield from tokenized real-world assets (RWAs).
â˘Users mint $USST (the stablecoin)
â˘They also get YLD (an NFT) that represents the yield claim
This flips the script from decentralized stablecoins that are either overcollateralized with crypto or backed by centralized stables.
8/ $USST's design is simple yet powerful:
â˘Fully decentralized, no staking or token locks required
â˘Pegged to USD
â˘Accrues passive yield via YLD
â˘Backed by regulated, yield-bearing RWAs (like T-bills, fixed-income securities)
The goal is to capitalize on the growing RWA and Stablecoin markets to offer institutions a safe and reliable yield.
10/ Q4 is set to be huge for $STBL, with major updates rolling out:
â˘Buybacks & burns
â˘Accelerated ecosystem growth + minting activity
â˘Disciplined treasury + contingency fund
â˘New product innovations (Web2 + Web3 integrations)
Everything points to $STBL being one of the plays of the year.
Stablechains are setting up to be one of the biggest plays in crypto.
Iâm watching Plasma and STBL closely â both have real momentum, strong backers, and room to run.
Stay early, stay sharp.
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