OKG | ๆญ็ง‘้›ฒ้ˆ
OKG | ๆญ็ง‘้›ฒ้ˆ|3ๆœˆ 27, 2025 08:05
๐Ÿšจ Crypto market is quietly becoming a new structural buyer of the U.S. Treasury Bills ๐Ÿ‡บ๐Ÿ‡ธ โœ… Tokenized U.S. Treasuries (RWA) market: โ€ฃ 5.16B across 32 products โ€ฃ Assuming 99% in T-bills โ†’ ~5.16B in T-bills โœ… Stablecoins: โ€ฃ ~125B in T-bills held by USDT & USDC โ€ฃ Covers ~95.74% of all known stablecoin reserves backed by U.S. debt โ€ฃ Out of a ~220B total stablecoin market ๐Ÿ“Š Combined: Crypto market already holds 130B in T-bills. Thatโ€™s over 2% of all T-bills outstanding (6.2T total) But how much more can the Crypto market absorb? ๐Ÿง  1๏ธโƒฃ Stablecoin Expansion โ€ฃ Future stablecoin market: 500B โ€ฃ 70% backed by T-bills = 350B Assumption: stable yield demand remains + USD-pegged demand grows 2๏ธโƒฃ RWA Protocol Growth โ€ฃ RWA treasuries grow from 5B โ†’ 100Bโ€“200B Assumption: tokenized money markets capture 2โ€“3% of TradFiโ€™s 6T MMF market 3๏ธโƒฃ DAO / DeFi Treasury Allocation โ€ฃ Top DAOs & protocols shift 30% reserves to T-bills โ€ฃ Potential 10Bโ€“30B inflow Assumption: conservative treasury diversification & on-chain treasury growth ๐Ÿ”ฎ Total potential Web3 absorption of T-bills in 2โ€“5 years: โžก๏ธ 300Bโ€“600B โ‰ˆ 5โ€“10% of all outstanding T-bills Crypto market is becoming part of the global fixed income system. #RWA #DeFi #Stablecoins #TokenizedTreasuries #USDT #USDC #BUIDL #Web3Finance #institutionadoption #Crypto #TradeFi #ghbli #OpenAI #ChatGPT
+5
Mentioned
Share To

Timeline

HotFlash

APP

X

Telegram

Facebook

Reddit

CopyLink

Hot Reads