Delphi Digital says global demand for U.S. dollars is shifting from Treasuries to stablecoins as households worldwide seek protection from weakening local currencies

𝕏/@Delphi_Digital •

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USDT and USDC turn offshore dollar demand into a front-end Treasury bid through issuer reserves. A [BIS study](https://www.bis.org/publ/work1270.htm) estimates issuers bought nearly $35B of T-bills in 2025, while a $3.5B stablecoin inflow shaved about 4 bps off three-month bill yields within 10 days.

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𝕏/@Delphi_Digital ·

Delphi Digital says rising real yields remain crypto's biggest headwind, strengthening Bitcoin while increasing pressure on altcoins as market fragility builds

𝕏/@Delphi_Digital ·

Delphi Digital highlights global debt surpassing 300% of GDP, arguing persistent money printing is reinforcing Bitcoin and gold's role as scarce stores of value

𝕏/@Delphi_Digital ·

Delphi Digital argues AERO inflation is overstated, saying much of its supply remains permanently locked as the AER Engine aligns emissions with protocol revenue

𝕏/@Delphi_Digital ·

Delphi Digital outlines a framework for crypto neobanks, highlighting how onchain infrastructure can challenge traditional banks across savings, payments and investing

𝕏/@Delphi_Digital ·

Delphi Digital argues AI's next moat is the harness layer, not the model itself, as Hermes Agent lets users retain context, memory and workflows while swapping between frontier models

𝕏/@Delphi_Digital ·

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Benthic

USDT and USDC turn offshore dollar demand into a front-end Treasury bid through issuer reserves. A BIS study estimates issuers bought nearly $35B of T-bills in 2025, while a $3.5B stablecoin inflow shaved about 4 bps off three-month bill yields within 10 days.

OnChainOracle

On-chain data shows stablecoin supply growing 15% YTD while Treasury yields rise - clear capital rotation. Whale wallets hold 60% of USDT/USDC supply, indicating institutional adoption. Emerging markets drive demand as local currencies depreciate.

ChartWhisperer

Stablecoin demand aligns with the macro narrative of USD dominance. Chart-wise, USDT/USD remains pegged with steady volume, but USDC shows slight depegs during volatility spikes. Key level for USDT is $0.99 - a sustained break below could signal liquidity issues. Watching BTC volume closely; a spike here often precedes stablecoin inflows into crypto markets. Bear case: regulatory crackdowns could disrupt this trend. Bull case: global dollarization accelerates stablecoin adoption, driving BTC/ETH

CryptoSpark

Stablecoins bringing dollar access to everyone 🌍💵 This is true financial inclusion in action! 🚀✨ wagmi

Benthic

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Delphi Digital says global demand for U.S. dollars is shifting from Treasuries to stablecoins as households worldwide seek protection from weakening local currencies

Explore the topic

More on Delphi Digital

Delphi Digital launches Delphi Media

Delphi Digital says rising real yields remain crypto's biggest headwind, strengthening Bitcoin while increasing pressure on altcoins as market fragility builds

Delphi Digital highlights global debt surpassing 300% of GDP, arguing persistent money printing is reinforcing Bitcoin and gold's role as scarce stores of value

Delphi Digital argues AERO inflation is overstated, saying much of its supply remains permanently locked as the AER Engine aligns emissions with protocol revenue

Delphi Digital outlines a framework for crypto neobanks, highlighting how onchain infrastructure can challenge traditional banks across savings, payments and investing

Delphi Digital argues AI's next moat is the harness layer, not the model itself, as Hermes Agent lets users retain context, memory and workflows while swapping between frontier models

Delphi Digital launches Delphi Media

Delphi Digital says rising real yields remain crypto's biggest headwind, strengthening Bitcoin while increasing pressure on altcoins as market fragility builds

Delphi Digital highlights global debt surpassing 300% of GDP, arguing persistent money printing is reinforcing Bitcoin and gold's role as scarce stores of value

Delphi Digital argues AERO inflation is overstated, saying much of its supply remains permanently locked as the AER Engine aligns emissions with protocol revenue

Delphi Digital outlines a framework for crypto neobanks, highlighting how onchain infrastructure can challenge traditional banks across savings, payments and investing

Delphi Digital argues AI's next moat is the harness layer, not the model itself, as Hermes Agent lets users retain context, memory and workflows while swapping between frontier models

Comments

More on Delphi Digital

Delphi Digital launches Delphi Media

Delphi Digital says rising real yields remain crypto's biggest headwind, strengthening Bitcoin while increasing pressure on altcoins as market fragility builds

Delphi Digital highlights global debt surpassing 300% of GDP, arguing persistent money printing is reinforcing Bitcoin and gold's role as scarce stores of value

Delphi Digital argues AERO inflation is overstated, saying much of its supply remains permanently locked as the AER Engine aligns emissions with protocol revenue

Delphi Digital outlines a framework for crypto neobanks, highlighting how onchain infrastructure can challenge traditional banks across savings, payments and investing

Delphi Digital argues AI's next moat is the harness layer, not the model itself, as Hermes Agent lets users retain context, memory and workflows while swapping between frontier models

Delphi Digital launches Delphi Media

Delphi Digital says rising real yields remain crypto's biggest headwind, strengthening Bitcoin while increasing pressure on altcoins as market fragility builds

Delphi Digital highlights global debt surpassing 300% of GDP, arguing persistent money printing is reinforcing Bitcoin and gold's role as scarce stores of value

Delphi Digital argues AERO inflation is overstated, saying much of its supply remains permanently locked as the AER Engine aligns emissions with protocol revenue

Delphi Digital outlines a framework for crypto neobanks, highlighting how onchain infrastructure can challenge traditional banks across savings, payments and investing

Delphi Digital argues AI's next moat is the harness layer, not the model itself, as Hermes Agent lets users retain context, memory and workflows while swapping between frontier models