Arthur Hayes sees noise gain star-news.press/wp

Stablecoin infrastructure to absorb $ 34 trillion in global deposits

Hayes determines how Bessent can redirect $ 10-13 trillion dollars in eurolar deposits by threatening to withdraw federal reserve support for foreign banks during the upcoming financial crisis.

This shift in politics will force European depositors to comply with Stablecoin, such as Tether, who invest exclusively in American banking deposits and treasury bills.

The strategy extends to capturing 21 trillion dollars in retail deposits in the south of the world through American social media platforms equipped with Chefir Governor.

Hayes WhatsApp imagines the provision of a smooth Stablecoin payment for users in countries such as the Philippines, which effectively leads to the creation of bank accounts for the digital dollar for billions while bypassing local banking regulations.

Central banks in emerging markets will lose monetary control, as citizens adopt Stablecoins in dollars for daily transactions.

Hayes argues that local governments lack effective responses that go beyond the closure of the Internet, while the Trump administration can offer sanctions against officials who resist Stablecoin by threatening wealth possessions abroad.

Forced adoption will create a non -sensitive demand for treasury bills, allowing BESSENT to provide lower revenues from the money prices at the Federal Reserve while maintaining profitability for Stablecoin.

This mechanism can give the cabinet to short -term interest rates regardless of federal reserve policy decisions.

European sediments face similar pressure as Hayes predicts the collapse of the euro due to Germany and France policies that are divided into the currency union. The addition of US bank deposits worth $ 16.74 trillion to the target market creates a total of 34 trillion dollars to transfer Stablecoin.

Jpmorgan research It confirms the trends of changing fading fading, as the Central Bank reserves in US dollars reach their lowest levels, while gold purchases rise between emerging market institutions.

Foreign ownership of the US Treasury Markets also decreased from more than 50 % during the 2008 financial crisis to 30 % at the present time, creating financing pressure that could reduce stablecoins.

Defi protocols in explosive growth mode from institutional flow

Hyperlequid appears as the highest play of Hyez’s condemnation with the capabilities of 126X, based on his prediction that decentralized exchange will become the largest place to trading encryption of any kind by 2028.

The platform currently has a 67 % stake in DeX market and quickly benefit from central competitors, such as Binance.

Hayes HyperliIID models that reach daily trading sizes similar to the current Binance of $ 73 billion with Stablecoin Supply to $ 10 trillion.

Infrastructure without permission from the stock exchange through Hip 3 Any application enables the integration of liquid derivative markets, and put it as “decentralized support” for Stablecoin.

Stablecoin targets from Ethina the lending market by providing higher returns from treasury prices through cash circulation strategies that helped Hayes in Pioneer in a point.

The protocol grew to become the third largest stablecoin, with $ 13.5 billion in deposits, and put it in a 25 % stake in the market, only backward.

Likewise, Hayes compares Eter.fi Cash provides spending infrastructure through Stablecoin’s discount cards that work with clarification, with a 1.78 % JPMORGAN fee for JPMORGAN.

And I expect the adoption, which allows users in the global south to spend digital dollars anywhere, will lead to great returns.

Stablecoin’s infrastructure is already converting traditional financing, as monthly settlement volumes reach $ 1.39 trillion in the first half of 2025.