CandleFocus

OKG Research: Stablecoins Can Create up to $100 Billion in Demand for U.S. Debt

According to analysis by OKG Research, the demand for U.S. debt by stablecoins like USDT and USDC is expected to grow significantly in 2025. The market value of stablecoins is projected to surpass $400 billion, leading to a spillover effect on U.S. debt, which is estimated to surpass $100 billion. This could make stablecoins one of the top ten global holders of U.S. debt. The analysis suggests that stablecoins will become a significant factor in the U.S. debt market and could surpass the indirect returns provided by bitcoin's strategic reserves. Currently, stablecoins account for nearly 50% of on-chain activities, with many using U.S. debt as their primary collateral.

Related News