Today we are going to slice open one of the next massive bets in the crypto universe. We are talking about the explosion of onchain credit, a place where your stablecoins stop gathering dust and actually start paying you rent.
If you recall our previous breakdowns, we have been loud and clear about our bullish stance on stablecoins. Today, we are doubling down on that take. If the stablecoin market is truly on track to hit 3 trillion USD by 2030, the opportunity ahead is absolutely colossal.
However, there is a specific niche shining brighter than the rest: Yield generating stablecoins.
Basically, these are tokens that do not just hold their peg to the dollar but also automatically accumulate value. This makes them infinitely more attractive than the plain vanilla stablecoins you use to buy groceries.
The big question is: where is the real alpha? For the first time, we believe the most exciting growth potential exists right here on the blockchain.
Why? Because crypto is unlocking yield strategies that were previously too complex or inaccessible, offering the best way to distribute these returns at scale.