Stablecoins are the hottest trend in fintech and for good reason. The headline numbers are staggering: Market size exploded from <$10B to $239B in just five years 30M+ monthly active wallets are now sending or receiving stablecoins Transaction volume ranges from $5T to $26T annually, depending on methodology But here’s the key question I’ve always asked: How much of that volume actually comes from real payments use cases (B2B, B2C, P2P, Card) instead of trading and exchange a

As more asset managers, financial institutions, and payment firms launch their digital asset products, speed to market is a vital competitive advantage. Being able to find and reach customers becomes the single most important factor in determining a product’s success or failure. I wrote about how to think about this challenge from a geographic perspective  before. But it is increasingly clear to me that many teams don’t actually know where their users or capital pools are; le

“The future is multichain” is now a well-worn axiom in digital assets. Yet it is also accepted that the bulk of the onchain activities will take place on a very few number of chains. These chains will form the economic hubs of the new financial system.   And whoever controls the operation of these chains? They’re positioned to capture massive revenue and strategic control. So if you're a financial institution or major corporate shaping your tokenization strategy, the question

It’s often said that stablecoins offer a cheaper, faster, and more accessible way to move value. But to truly grasp their disruptive potential, it’s critical to understand what stablecoins are designed to disrupt and equally importantly what they aren’t . Take the headlines: in 2024, stablecoins reportedly settled $27.6 trillion, eclipsing Visa and Mastercard combined. But that figure is misleading. Up to  70% of that volume  is inflated by bot activity. The organic number is

Stablecoin is reshaping finance and the momentum is staggering. In March 2025 alone, they moved a jaw-dropping $1.82 trillion, according to a16z. Stripe CEO Patrick Collison captured it perfectly, calling stablecoins “room-temperature superconductors for financial services.” While the spotlight has mostly stayed on USD-denominated stablecoins, a quiet revolution is building elsewhere. Non-USD stablecoins have surged more than 100% in AUM, far outpacing the growth rate in USD

What are the fastest growing tokenized asset classes in the past 12 months? The answer may surprise you. The 3 fastest growing tokenized...

Stablecoin gave the world a tokenized USD checking account. Tokenized MMF gave the world a tokenized USD savings account. Here is what comes next.

Stablecoin is a killer use case for blockchain. But what is the killer use case for stablecoin?

Digital assets are no longer a fringe conversation, they are finally reaching the institutional scale-up phase. Let's unpack top 3 trends: