OKG Research analysis indicates that stablecoins such as USDT and USDC will directly increase the demand for U.S. Treasury bonds, with expectations to exceed 100 billion by 2025. As U.S. legislation advances and global stablecoin adoption increases, the market value of stablecoins is expected to surpass 400 billion, making them one of the top ten holders of U.S. Treasury bonds globally. Stablecoins will become an important pillar of the U.S. bond market, with their direct demand for U.S. bonds surpassing the indirect benefits brought by Bitcoin strategic reserves.

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PANews reported on January 24 that according to OKG Research analysis, unlike Bitcoin, which indirectly resolves debt, stablecoins such as USDT and USDC are creating more direct demand for U.S. Treasury bonds. Benefiting from the advancement of U.S. legislation and the increase in global stablecoin adoption, it is expected that the market value of stablecoins will exceed US$400 billion in 2025, and the new demand for U.S. Treasury bonds will exceed US$100 billion. The stablecoin market is expected to rank among the top ten U.S. Treasury bond holders in the world.
 The report pointed out that if the crypto market continues to maintain its growth momentum, stablecoins will become an important "invisible pillar" of the U.S. bond market, and their direct demand for U.S. bonds will exceed the indirect returns brought by the strategic reserves of Bitcoin.

OKG Research: Stablecoins Will Drive US Treasury Demand Exceeding 100 Billion by 2025