$Circle Internet Corp.(CRCL)$ If U.S. financial assets become globally accessible through stablecoin-native rails, foreign demand for digital dollars could create a large, persistent pool of privately funded T-bill demand. Circle can monetize both the reserve float and the infrastructure layer that makes the system useful.
Essentially, the U.S. has so much debt that needs new buyers that they will "sell" the U.S. stock market to get investors into stablecoins, which in turn helps Congress keep spending.
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