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.Anirudh Pai from Robot Ventures shared a unique thesis during Fully Diluted Stablecoin issuers could become marginal buyers of US debt, helping finance the explosive growth of AI infrastructure. The move could reshape American competitiveness in the AI space. Given that Tether and Circle have become the 15th-largest holders...

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Messari

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10,236 просмотров • 6 месяцев назад •via X (Twitter)

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Just watched Saifedean Ammous talk from Bitcoin 2025 and it’s worth your time. He takes on the idea that Tether is somehow bullish for the US dollar—and dismantles it. Even in the most optimistic scenario, where Tether grows 100x and buys massive amounts of Treasuries, the impact on US debt is tiny. But here’s where it gets interesting: Tether is stacking Bitcoin. Quietly, steadily. And over time, those Bitcoin reserves may outpace the dollar ones. If that happens, Tether doesn’t just stay pegged—it could revalue upward. A dollar-plus stablecoin, backed by Bitcoin, not Treasuries. His point? Tether isn’t rescuing the dollar. It might actually be helping the world move away from it. “The real risk to Tether isn’t volatility. It’s US default. And Bitcoin is the hedge.” If you want to understand the shifting dynamics between stablecoins, fiat debt, and Bitcoin—this talk lays it out clearly.
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Just watched Saifedean Ammous talk from Bitcoin 2025 and it’s worth your time. He takes on the idea that Tether is somehow bullish for the US dollar—and dismantles it. Even in the most optimistic scenario, where Tether grows 100x and buys massive amounts of Treasuries, the impact on US debt is tiny. But here’s where it gets interesting: Tether is stacking Bitcoin. Quietly, steadily. And over time, those Bitcoin reserves may outpace the dollar ones. If that happens, Tether doesn’t just stay pegged—it could revalue upward. A dollar-plus stablecoin, backed by Bitcoin, not Treasuries. His point? Tether isn’t rescuing the dollar. It might actually be helping the world move away from it. “The real risk to Tether isn’t volatility. It’s US default. And Bitcoin is the hedge.” If you want to understand the shifting dynamics between stablecoins, fiat debt, and Bitcoin—this talk lays it out clearly.

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Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline
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Meta is building one of the largest AI data centers in Louisiana, in one of the poorest counties in the US. The project could reach 7.5 gigawatts and be powered by 10 new natural gas plants, and in a region searching for economic revival, development of the data center has become a lifeline

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There's potential for Twenty One (XXI) to become a public-private partnership in which they would effectively be the Bitcoin arm of the United States Government. SoftBank's "Stargate" project sets a precedent for this -- it's a partnership with the US Govt., Open Ai., and Oracle. Leveraging Cantor's position as a primary dealer with the Fed, I believe XXI will become an issuer of BTC-Backed US Treasuries + Investors get BTC-Exposed Credit with the AA Rating of US Treasuries + XXI Creates More Demand for US Treasuries (Helping out their friend Treasury Secretary Scott Bessent) + XXI taps into the $300T Global Debt Market in a way no competing company could. Effectively giving them a bottomless pool of capital through which they could stack BTC What do you think?
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There's potential for Twenty One (XXI) to become a public-private partnership in which they would effectively be the Bitcoin arm of the United States Government. SoftBank's "Stargate" project sets a precedent for this -- it's a partnership with the US Govt., Open Ai., and Oracle. Leveraging Cantor's position as a primary dealer with the Fed, I believe XXI will become an issuer of BTC-Backed US Treasuries + Investors get BTC-Exposed Credit with the AA Rating of US Treasuries + XXI Creates More Demand for US Treasuries (Helping out their friend Treasury Secretary Scott Bessent) + XXI taps into the $300T Global Debt Market in a way no competing company could. Effectively giving them a bottomless pool of capital through which they could stack BTC What do you think?

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OpenUSD could flip the entire stablecoin business model upside down "Look at the business model of existing stablecoins like Circle and Tether. USDC and USDT are the product, but the business model is the float. They take in a ton of money, invest it in short-term treasuries, earn a yield, and that's their income" "In 2024 Circle said 99% of their income came from holding treasuries and earning a yield. That's an astounding number. Tether is one of the most profitable companies in the world because of high interest rates in the exact same model" "These 140 companies are saying we are going to earn the interest from that float instead of the issuers. OpenUSD will just make a small amount on transaction fees, and the companies using it earn the interest on the tokens. Complete change in the model. That's why Circle stock dumped so hard, people believe the day of making money on float might be over"
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OpenUSD could flip the entire stablecoin business model upside down "Look at the business model of existing stablecoins like Circle and Tether. USDC and USDT are the product, but the business model is the float. They take in a ton of money, invest it in short-term treasuries, earn a yield, and that's their income" "In 2024 Circle said 99% of their income came from holding treasuries and earning a yield. That's an astounding number. Tether is one of the most profitable companies in the world because of high interest rates in the exact same model" "These 140 companies are saying we are going to earn the interest from that float instead of the issuers. OpenUSD will just make a small amount on transaction fees, and the companies using it earn the interest on the tokens. Complete change in the model. That's why Circle stock dumped so hard, people believe the day of making money on float might be over"

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"The largest exchanges, the largest stablecoin issuers, the largest defi protocols all exist outside the United States. That's a failure of US leadership." miles jennings asked Patrick Witt — Executive Director of the President's Council of Advisors for Digital Assets — why the Clarity Act has to pass. "This industry got wrongly targeted and politicized, and it drove all the innovation offshore." "If we're not setting the rules, somebody else is gonna be setting that playbook for us."

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