A Coinbase and The Block Pro Research report, "The Always-On Dollar," projects stablecoins will reach $1.5 trillion in quarterly adjusted transfer volume by end-2027 at current growth rates. Adjusted volume has quadrupled since early 2023, hitting $891 billion in Q3. Sending a $200 remittance in USDC on Base is about 86% cheaper than traditional rails, per the report. Some 293 million addresses hold stablecoins, and seven of the ten largest U.S. banks have tested stablecoins or tokenized deposits. The report also argues stablecoins suit AI-agent payments, citing McKinsey's $3–5 trillion 2030 estimate.

AI summary of the linked source — not editorial content.

Story signal · how it spread on X · via Elfa

as of
Spread
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5 accounts

first post
Leviathan +1.7 h later

COIN reaction
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Price change from the first post to 24 hours later (Hyperliquid). BTC over the same window is shown so a market-wide move is not mistaken for a reaction to this story. Not advice.
+3.7% 24h after post

$169.82 → $176.08
BTC +1.4% same window
Elfa measured +3.3% 1d · still measuring

Thread · 1 event
  1. First reportCoinbase and The Block study finds stablecoins move over $400 million per hour5 acc.
  2. Leviathan published this article

All times UTC.

Cited posts

  • @TheBlockCo The BlockFirst reportOn X ↗

    Stablecoins move over $400 million per hour on average as off-hours transfers dominate, Coinbase and The Block study finds https://t.co/KEwOPsewHs

4 more accounts posted about this · 4 Telegram channels (no public link)

TradersTrader calls tracked by Elfa · not advice

Positioning · COIN

Open81 open positions · 72 long · 9 short

Tracked accounts lean long about 97% of the time, so a long-heavy book is normal, not a signal. As of 20 Oct 12:39 UTC.

Whole equity market, not this story

Crowding0th percentile · vs last 28 days, 50 typical
Pulse 24h53/100 · unusualness of new calls, 0–100, 50 typical, higher means more long than usual
Book93.5% long · 2,965 accounts

As of 20 Oct 14:40 UTC.

Social-monitoring data, not investment advice Elfa prices Hyperliquid post text from Xas of

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