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Talk about the recent booming business of money printing machines in the stablecoin and stock markets.

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Stablecoins are digital currencies that maintain a stable value, often pegged to traditional currencies like the US dollar or Chinese yuan. Despite their low price volatility, the business potential behind them is significant. 1. **Issuing Stablecoins**: USDT, the leading stablecoin, has faced skepticism but remains dominant. Tether, the issuer of USDT, generates significantly higher profits than Circle, which issues USDC, due to lower operational costs. 2. **Interest from Public Companies**: Several publicly traded companies in the US are interested in issuing their own stablecoins, which could enhance their stock prices. 3. **Stablecoins and Custom Chains**: Most stablecoin projects create their own blockchain to enhance stability and security, allowing USDT holders to earn transaction fees. 4. **Potential Market Scenarios**: Major companies like Meituan and Apple could create their own stablecoins, leading to vast user bases and market opportunities. 5. **Strategic Partnerships**: Established stablecoin companies could rapidly grow by partnering with tech giants before they enter the market. 6. **Opportunities for New Players**: New entrants should seek unique partnerships and scenarios to differentiate themselves. 7. **National-Level Players**: There is potential for governments, such as China, to issue stablecoins, directly participating in monetary policy. 8. **Emerging Competition**: The stablecoin market is not just commercial; it also involves national sovereignty, leading to potential geopolitical conflicts. 9. **Future Projections**: If trends continue, Tether could become the world's most valuable company, surpassing even major tech firms. 10. **Understanding is Key**: Companies that fail to grasp the significance of stablecoins may lose their competitive edge, as the most lucrative business model involves creating money without traditional constraints. Stablecoins represent a promising and profitable future in both cryptocurrency and stock markets.

Stablecoins: The "Printing Machine" Business of the Crypto and Stock Markets#

Many newcomers may find the concept of "stablecoins" profound and difficult to understand at first, but in essence, it is simply digital forms of the US dollar or Chinese yuan. Their price fluctuations are minimal, but the commercial scale behind them far exceeds expectations.

1. Issuing Stablecoins is Easy, Using Them is Hard#

The globally leading stablecoin USDT has faced skepticism and FUD (Fear, Uncertainty, Doubt) multiple times in its history.
In one extreme case, when the exchange rate reached 1 US dollar to 7 Chinese yuan, USDT fell to over 5 yuan.
Despite this, USDT remains firmly in the top position.

The second-ranked USDC is primarily used for financial management on Coinbase.
Profitability Comparison:

  • Tether, which issues USDT, has an annual profit of 14 billion USD
  • Circle, which issues USDC, has an annual profit of only 140 million USD
  • The gap is as high as 99%

Why such a disparity?
Because issuing USDT incurs no channel fees, and all government bond interest goes directly to Tether.
In contrast, Circle must use 90% of its revenue to purchase "slots" on exchanges (like listing positions on Binance and Coinbase).

2. US Stock Companies Also Want to "Print Money"#

Several publicly listed companies in the US are interested in issuing their own stablecoins, which is not surprising.
If used solely for stock trading, the cost of applying for a license is relatively low, and stock prices could potentially rise by 30% directly.

3. Stablecoins + Proprietary Chains = Double Impact#

Almost all stablecoin projects will create their own dedicated chains.
As early as 2022, I planned to build a chain using USDT; the idea was recognized but lacked investment.
Now Tether and Circle have put it into practice.

Why do stablecoins need to build their own chains?
My planning at the time was as follows:

  1. Set the native trading pair on DEX to /USDT to ensure more stable prices
  2. USDT holders can serve as nodes and earn Gas fees
  3. USDT as a Gas token requires no authorization, providing higher security (unless the private key is leaked)

4. The Terrifying Scenario of Big Companies Entering the Market#

Imagine the following scenarios:

  • Meituan Chain: Supports a stablecoin in Chinese yuan, with tens of millions of delivery workers' salaries paid directly in stablecoins, giving Meituan an enormous user base chain.
  • Apple Chain: Apple issues a stablecoin in US dollars, allowing global developers to recharge and spend with one click via Apple Pay.

This is not a fantasy but a real possibility.
Once realized, it will create opportunities to recreate Meituan or Apple.

5. First PR, Then Harvest#

Established stablecoin companies like Tether and Circle will rapidly rise if they collaborate with giants like Apple and Google before they awaken.

For example:
If Apple, holding hundreds of billions of USD in cash, entrusts Circle to issue a stablecoin,
the full interest from US government bonds would be returned to Apple, and the issuance of USDC would instantly surpass USDT, causing Circle's stock price to soar.

6. Opportunities for New Players#

Current entrants must seek new breakthroughs,
such as partnering with major companies, combining with specific scenarios, or even collaborating with the government.

7. The Possibility of National-Level Players#

Suppose the Chinese government issues a stablecoin in US dollars and controls 90% of the supply,
it would be equivalent to directly participating in the US "money printing" business.
Although it would take a long time to validate, it is not impossible.

8. The Chaos Has Just Begun#

Stablecoins are not just a business; they are also part of sovereignty.
Once the commercial ceiling is broken, it will enter the realm of national-level games.

Just like the sudden emergence of atomic bombs in the era of cold weapons, all rules will be reshaped.

9. If Nothing Happens...#

If everything develops as usual, Tether will eventually become the world's number one company.
Based on Circle's highest price-to-earnings ratio, Tether's valuation could reach 6 trillion USD, surpassing Nvidia.

The increase of USDT from 150 billion to 1.5 trillion is just a matter of time.
But can Apple sell 10 times more iPhones?

10. If You Don't Understand, You Will Lose#

Many large companies will eventually find that, although they made no mistakes, the landscape has changed.
Because—

The best business in the world is printing money,
Better than printing money is printing digital money without paper,
And better than digital money printing is—using others' credit to print your own money,
Risks belong to others, profits belong to oneself.

Stablecoins are one of the most profitable tracks in the crypto and stock markets in the future.
It's not too late to understand now.

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