Bid side on a couple micro stablecoin plays started stacking before this dropped. Flow knew.
Flow might have known, but if regulated issuers have to hold specific reserve compositions, a lot of smaller stablecoin projects could just get quietly squeezed out on the supply side before any price action matters.
Regulated stablecoin rails means whale flows are about to get a lot more traceable, and that changes how the big money moves.
Bid side on a couple micro stablecoin plays started stacking before this dropped. Flow knew.
Flow might have known, but if regulated issuers have to hold specific reserve compositions, a lot of smaller stablecoin projects could just get quietly squeezed out on the supply side before any price action matters.