Messari
@MessariCrypto
Messari is the leading provider of crypto market intelligence products that help professionals navigate crypto with confidence.
PayFi 🤝 Stablecoins
JUST IN: @MessariCrypto releases their 128-page State of Stablecoins report 📊 We’re honored to be featured alongside leading banks, payment giants, and valued partners shaping the future of finance. The report highlights stablecoins as crypto’s strongest use case, powering…
Stablecoins are dollarizing the world.
.@Tether_to x @trondao is THE stablecoin story. While stablecoins unlock meaningful improvements in DeFi, e-commerce, payments, etc., the most important story is about dollarization, and Tether/Tron are the Trojan horse for dollarizing the world. Read on for a key insight…
Card payment networks have historically been very profitable, with operating margins between 55-70%. Among S&P 500 giants, this is top decile profitability.
The most comprehensive report on stablecoins is live. @0xSynthesis1, @Degenerate_DeFi, and I wrote 100+ pages. Contributions from 18 partners (such as @circle, @Tether_to, & @dragonfly_xyz). Free and open to all. Go read:
State of Stablecoins 2025 🧵
Most conversations around stablecoins miss their impact on cross-border creator payments. At my last company, our international growth strategy was easily 100x improved thanks to cross-border stablecoin payments. When you're running fast and iterating every day, there's no time…
Even with today’s frictions, cross-border payment volume is projected to surpass $320 trillion by 2032. Reducing costs by even a single basis point presents a multi-billion-dollar opportunity.
The US dollar now lives on the blockchain.
The US dollar now lives on Ethereum. Not on a bank website. Not on Bitcoin. On Ethereum.
In the last year, stablecoin transaction volume in Iran grew over 600%. In Nigeria, over 250%. In Turkey, over 100%. While you're worried about a 2% inflation target, they're worried about their currency collapsing. You see crypto as an investment. They see it as an escape…
18 partners across the stablecoin ecosystem. The State of Stablecoins 2025👇
CeFi in the front, DeFi in the back @immutablejacob, @Degenerate_DeFi and I put out this deck in collaboration with 18 partners across the stablecoin ecosystem Hopefully there's something for everyone!
. @MessariCrypto showing USDt is the most liquid stablecoin with 2.8x more pairs and 3.4x more market depth than the next largest stablecoin 🦾
Tether's dominance in CEX collateral and EM transfer flow keeps it as the most profitable issuer. Tether's profits now rival those of financial juggernauts in the largest financial ETFs.
As detailed in @MessariCrypto’s latest report, the tokenization of financial assets is no longer theoretical. Ondo’s tokenized US Treasuries products alone have surpassed $1.4 billion since launching in 2023. This growth is confirmation of a structural shift. As the report…
New stablecoin user growth in war-torn countries have hit escape velocity.
When Russia invaded Ukraine, the financial system crumbled. Banks shut down. ATMs stopped working. But something else turned on. Stablecoins. Analyzing 23M wallets at @addressableid with @MessariCrypto for the State of Stablecoin report revealed an interesting truth. In…