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@KobeissiLetter Stables are the future.

@KobeissiLetter That's a major jump in just 3 years. The adoption is impressive.

@KobeissiLetter Stablecoin market of the future will be huge

@KobeissiLetter $CRCL

@KobeissiLetter Huge jump

@KobeissiLetter Intresting!! Yeah mate 🔥

@KobeissiLetter a forecast of one point five billion by year end is a straight line drawn through a curve that hasn't bent once

@KobeissiLetter The American treasury really needs stablecoins to take off. This helps secure American Empire.

@KobeissiLetter Talk about consistent growth

@KobeissiLetter @grok where is this spend going and who is spending it? Which lenders or processors are supporting this and what is the specific value proposition(s) to customers?

@KobeissiLetter Intresting!!🟢📈 x.com/longbullz/status/2087216…

@KobeissiLetter stablecoin cards are clearly finding real product market fit

@KobeissiLetter Combine this with the upcoming clarity act and more crypto integration regulations, and we could see crypto platforms like $HOOD $CRCL $COIN $SOFI $BULL and more reach all time highs again.

@KobeissiLetter $1B in monthly volume is impressive,but adoption isn’t the same as transformation. The real test is whether stablecoins become the default rails for everyday global payments, not just a faster way to spend crypto.

@KobeissiLetter Thanks for another useful post. Your analysis is clear and never feels overcomplicated. You and @meghaan_s are the two market accounts I keep up with most.

@KobeissiLetter This growth will further force governments to issue their own digital currencies (CBDC).

The massive acceleration in stablecoin payment card volume fundamentally shifts the narrative around digital assets. Hitting a record $1.03 billion in monthly spending proves that onchain dollars are successfully penetrating traditional retail networks. Dollar backed stablecoins completely dominate this activity and currently account for roughly 84% of all crypto card spending. Platforms like Jupiter are aggressively driving global merchant adoption by bypassing legacy banking infrastructure entirely. The fact that 68% of volume originates from international users highlights the desperate global demand for instant borderless settlement. Visa is actively processing the vast majority of these transactions through strategic partnerships with onchain platforms. Projecting $1.5 billion in monthly volume by year end seems highly conservative given this growth trajectory.

@KobeissiLetter x.com/i/grok/share/4d783e88abf…

@KobeissiLetter Cha-ching, crypto bling

@KobeissiLetter The bullish thesis is real-world utility: 10M monthly purchases and 68% non-US volume show stablecoins are becoming payment rails, not just trading tools.

@KobeissiLetter 200% YoY growth shows stablecoins are moving way beyond crypto rails

@KobeissiLetter 10 million purchases hitting a billion is no longer niche. That instant settlement pull is doing its job.

@KobeissiLetter Nobody notices the revolution when it looks like a Visa.

@KobeissiLetter $1.03B over 10M purchases works out to about $103 average transaction, that's not remittance-size, that's everyday retail spend. 68% non-US is the real tell, this is substituting for weak local card rails, not competing with visa in markets that already work fine.

@KobeissiLetter Following crypto coming months will be interesting.

@KobeissiLetter $CRCL here is your stablecoin plan x.com/AddictTequila/status/208…

@KobeissiLetter Stablecoins went from crypto experiment to real-world payments. The adoption curve is accelerating. 👀

@KobeissiLetter $1.03B across more than 10M purchases puts average card spend near $103. The 200% year-over-year growth is the bigger signal: stablecoins are moving from trading rails into everyday payments.

@KobeissiLetter Swiping a stablecoin card for a $4 iced latte still feels like a fever dream compared to the old gas fee days.

@KobeissiLetter !

@KobeissiLetter the $103 average purchase shows stablecoins are everyday money now

@KobeissiLetter this chart is basically a straight line up for 3 years straight, rare to see adoption curves that consistent without a major pullback somewhere in between

@KobeissiLetter let's talk about consistent growth

@KobeissiLetter x.com/i/grok/share/8e64b91cfbd…

@KobeissiLetter The chart just keeps moving up 🔥

@KobeissiLetter @SantiagoAuFund

@KobeissiLetter Crypto payments went from “maybe one day” to “wait… people are actually using this” 😂

@KobeissiLetter Feels like stablecoins are finally finding their "normal people" use case. Most people don't care about crypto, they care that the payment works instantly and anywhere. That's what moves adoption.

@KobeissiLetter Stablecoin card volume hitting $1.03B shows real daily use compounding. Instant settlement keeps pulling more global spend.

@KobeissiLetter 魅力のナィ世界Da

@KobeissiLetter that's a crazy increase

@KobeissiLetter That’s insane growth, and 10M purchases in a single month shows real utility. Instant settlement is clearly the killer feature driving this.

@KobeissiLetter Visa does $4 trillion a quarter, so it moves that whole month of stablecoin spending in about half an hour. Fast growth off a very small base.

Stablecoins are quietly moving from speculation to infrastructure. $1M in monthly card volume to $1B+ in just three years is the number that matters. The bigger opportunity may not be owning the tokens — it may be owning the infrastructure that makes digital dollars usable globally.

@KobeissiLetter Tokenization is inevitable.

@KobeissiLetter Etherfi and Plasma One are two best crypto cards right now, better to have both. If anybody still doesn't have Plasma One, you can use our invite code: (works up to 200 people) LNKERR

@KobeissiLetter @clint_smb

@KobeissiLetter stablecoins don't need to replace Visa or Mastercard. they can simply run underneath them. that's potentially the biggest opportunity in the entire stablecoin market

@KobeissiLetter The 68% non-US split is the real story here. For most of the world this is not a rewards product, it is a dollar account.

@KobeissiLetter The real story isn't the dollar figure—it's that millions are choosing crypto rails over traditional banking for everyday purchases. My morning note on the sector picture at this stage → watchlistandlevels.com/t/tier1…