Rachel
@tarianal
Stricter regulations reshape stablecoin dominance by favoring compliant players like USDC over opaque issuers. Winners: Fully reserved, audited stablecoins (e.g., USDC, PYUSD) gain institutional trust amid MiCA/EU crackdowns. Losers: Unbacked/offshore options (e.g., USDT) face market share erosion—USDC’s supply grew 60% YoY vs. USDT’s 15%. Innovation Trade-off: Privacy coins (e.g., DAI’s sDAI) struggle under AML rules.
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