Balaji says stablecoins win because they run 24/7. The ECB plans a digital euro pilot in 2027, issuance by 2029. Italy’s largest bank just disclosed $96M in Bitcoin ETFs. Private rails scaling. Public money going programmable. Banks buying the hedge. Stablecoins pressure banks. CBDCs protect state control. Bitcoin sits outside both. If you still think crypto is “fringe,” you’re not watching close enough.
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Three signals. One direction.
Balaji says stablecoins win because they run 24/7.
The ECB plans a digital euro pilot in 2027, issuance by 2029.
Italy’s largest bank just disclosed $96M in Bitcoin ETFs.
Private rails scaling.
Public money going programmable.
Banks buying the hedge.
Stablecoins pressure banks.
CBDCs protect state control.
Bitcoin sits outside both.
If you still think crypto is “fringe,” you’re not watching close enough.