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Seoul Market Notes📈's avatar

Prathik, this is the blueprint we've needed—stablecoins hitting $10T adjusted volume in 2025 (Visa 2.5x'd!) shows the rails are ready, but yeah, public ledger transparency turning payroll into a chain-analysis exhibit is the ultimate corporate cockblock. Ethereum settling $7.8T as the stablecoin clearinghouse? Impressive, but without privacy layers like Stable.xyz's confidential txs or Celo's Nightfall ZK shielding, it's like building a Ferrari with glass walls. At 0x_Whale, I've been eyeing how Fusaka's PeerDAS could slash L2 costs to 1¢ while keeping DeFi flows private—pair that with Circle's bank partnerships and Stripe's Bridge grab, and B2B payments finally escape ACH purgatory. Spot-on on the opacity inversion; blockchains flipping the script from black-box banks to glass-box corps is hilarious until it's your vendor list.

Prathik Desai's avatar

You summarised it perfectly. Blockchains solving for privacy is what gonna unlock the next stage of evolution of stablecoins.