7 Nov 2025

While everyone’s watching bitcoin… stablecoins quietly crossed $311 BILLION in circulation — processing more payments than Visa this year.

And nobody’s talking about it. Tether & Circle now hold $200B+ in U.S. Treasuries, earning $15B/year in interest — while moving $10 TRILLION across a system Wall Street can’t even see. Every stablecoin = a Treasury bond purchased. Every transaction = U.S. dollar dominance extended. Latin America runs on USD stables. The Middle East moves crisis liquidity through them. Corporates slash cross-border costs 70% — no banks, no permission, no friction. Welcome to the Eurodollar 2.0 era: faster, traceable, and Congress-approved. 📊 The numbers don’t lie: $1.5T Treasury demand by 2027 $50B+ in annual U.S. debt savings 55% growth in ten months 1-second settlement Meanwhile… China’s digital yuan? still not there. Where could we be heading by 2028? 💵 $2T in circulation? 🌍 25% of global remittances? 🏦 Trillions in tokenized assets? 🔗 A fully re-plumbed global financial system? The U.S. Dollar went digital — and didn’t even ask permission. Source: Shanaka Anslem Perera ⚡ @shanaka86 on X

Disclaimer

This marketing document has been issued by Bank Syz Ltd. It is not intended for distribution to, publication, provision or use by individuals or legal entities that are citizens of or reside in a state, country or jurisdiction in which applicable laws and regulations prohibit its distribution, publication, provision or use. It is not directed to any person or entity to whom it would be illegal to send such marketing material. This document is intended for informational purposes only and should not be construed as an offer, solicitation or recommendation for the subscription, purchase, sale or safekeeping of any security or financial instrument or for the engagement in any other transaction, as the provision of any investment advice or service, or as a contractual document. Nothing in this document constitutes an investment, legal, tax or accounting advice or a representation that any investment or strategy is suitable or appropriate for an investor's particular and individual circumstances, nor does it constitute a personalized investment advice for any investor. This document reflects the information, opinions and comments of Bank Syz Ltd. as of the date of its publication, which are subject to change without notice. The opinions and comments of the authors in this document reflect their current views and may not coincide with those of other Syz Group entities or third parties, which may have reached different conclusions. The market valuations, terms and calculations contained herein are estimates only. The information provided comes from sources deemed reliable, but Bank Syz Ltd. does not guarantee its completeness, accuracy, reliability and actuality. Past performance gives no indication of nor guarantees current or future results. Bank Syz Ltd. accepts no liability for any loss arising from the use of this document.

Read More

Straight from the Desk

Syz the moment

Live feeds, charts, breaking stories, all day long.

Thinking out loud

Sign up for our weekly email highlighting the most popular posts.

Follow us

Thinking out loud

Investing with intelligence

Our latest research, commentary and market outlooks