The Trillion Dollar Stablecoin Stack
Stablecoins have already become the backbone of global on-chain value, moving more volume annually than Visa and Mastercard combined. But behind this massive flow lies a simple truth: the stablecoin economy is not one layer—it’s a full financial stack. Issuers like Tether and Circle create the digital dollars. Exchanges, wallets, and fintech rails distribute them. But the layer that actually settles value—the settlement chain—remains the weakest link. Plasma is positioning itself exactly there, at the most critical point of the trillion-dollar stack.
Instead of trying to be everything, Plasma focuses on the one layer every actor depends on: compliant, deterministic, low-cost settlement. Zero-fee USDT transfers, Bitcoin anchoring, and EVM compatibility allow issuers, merchants, and fintechs to plug in without rebuilding their infrastructure. Plasma becomes the rail, not the marketplace.
The next decade won’t be won by chains hosting the most dApps—it will be won by the chain that stablecoin issuers trust to settle global value safely. Plasma isn’t competing for attention; it’s competing for position in the money stack where trillions already flow.
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