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How big are stablecoins by 2030?

Stablecoins pass $2 trillion by 2030 and become a top-5 lender to the US government, on my call. The consensus: Citi's $1.9 trillion base case, $4 trillion bull case. Not fintech. Fiscal policy: private digital dollars funding a US debt that passed $40 trillion in August 2026.

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US DEBT PASSED $40 TRILLION. THE WORLD BUYS GOLD. ENTER THE DIGITAL DOLLAR.

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