@quincyandrew
With USDT, USDC, and USAT competing, smaller or unregulated stablecoins face market squeeze. Banks, fintech platforms, and exchanges may prefer compliance-first issuers, eroding demand for opaque tokens. Arbitrage opportunities may emerge when regulated coins trade near par while others suffer liquidity discounts. Investors should watch for persistent off-peg discounts, which signal structural weakness. Institutional settlement will likely consolidate around two or three coins, creating high barriers to entry. Enterprises lacking banking ties may exit. Discount spreads may briefly provide profit windows, but liquidity risk is substantial.
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