Dharma Insights — Operational№ 081 · Web3
← The Signal№ 081 · Web3 · September 5, 2025 · 1 min read

DeFi

DeFi, Stablecoins & the Future of Payments DeFi now secures $152.8B in value locked. Standouts: Hyperliquid ($2.4B), Sui ($1.97B), Aptos ($752M), Solana ($11.5B). But beyond TVL, the bigger shift is…

DeFi, Stablecoins & the Future of Payments

DeFi now secures $152.8B in value locked. Standouts: Hyperliquid ($2.4B), Sui ($1.97B), Aptos ($752M), Solana ($11.5B). But beyond TVL, the bigger shift is how value actually moves.

💳 SWIFT vs Stablecoins
SWIFT doesn’t move money — it moves messages. Transfers hop through correspondent banks, piling on time, fees, and hidden FX spreads.
Stablecoins flip that model. USDC, USDT, and others move value directly on-chain, 24/7.
Today they settle $20–30B daily (~$3T/month), and issuers like Circle and Tether earn billions from reserve yields. Just as email overtook fax, stablecoins are encroaching on SWIFT.

🔻 USDT vs USDC

  • USDT → Most traded, dominant in emerging markets, strong on Tron, but less transparent.

  • USDC → U.S.-regulated, multi-chain (23+), trusted by institutions, though smaller market share.

  • Both → Useful for hedging volatility, but neither is risk-free since reserves sit in traditional banks.

🚀 The takeaway? Stablecoins aren’t just crypto plumbing — they’re becoming global payment rails.

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