BitMEX co-founder Arthur Hayes, in an interview with Kyle Chasse, highlighted the growing demand for stablecoins like Tether in regions such as Latin America and developing Asia. He attributed this demand to high local currency inflation and deposit rates below nominal GDP, coupled with regulatory barriers preventing foreign banks from offering dollar services. Hayes suggested that this situation could unlock trillions of dollars in the Global South, with the stablecoin market potentially reaching $34 trillion.
Hayes also mentioned that the promotion of stablecoins by figures like Besson and Trump carries geopolitical significance. He argued that the core objective is to encourage private sector distribution of stablecoins globally, ultimately facilitating the purchase of U.S. Treasury bonds. This strategy aims to attract buyers who are less sensitive to price, aligning with U.S. monetary policy interests.
Arthur Hayes Suggests U.S. Stablecoin Promotion Aims to Facilitate Debt
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