Shaun Lee 3.8 2 ideas

"In the stable coin sense right now is probably 99% US dollar... those two numbers [real world trade vs crypto usage] are going to normalize at some point." Currently, USD stablecoins have a near-monopoly (99%). If the market normalizes to match real-world trade flows (where USD is ~60%), USD-pegged assets like USDT could see a relative decline in market share dominance as local currency stablecoins rise to fill the 40% gap. WATCH. While total volume may grow, the *dominance* of USD-only rails is challenged by the rise of sovereign-backed local stablecoins. The network effect of the USD is stronger than anticipated, rendering local stablecoins illiquid.

"Trade flows... are shifting predominantly from the west to the east primarily coming from China to ASEAN countries... as well as to the UAE." The macroeconomic trend is moving away from Western-centric trade corridors toward an intra-Asian and Middle Eastern bloc. As volume grows in these corridors (UAE-Philippines, China-ASEAN), the underlying economies and their payment volumes will outperform Western counterparts. LONG. Capitalize on the macro rotation of capital and goods into these specific regions. Geopolitical escalation in the South China Sea or Middle East disrupting these specific trade routes.