The US is nearing a CBDC ban until 2030. CBDC ban → Federal Reserve sidelined on a digital dollar → regulatory space opens for private stablecoins → banks and fintechs double down on onchain payments → dollar dominance shifts from state rails to corporate rails. This → stablecoin supply expansion Stablecoin expansion → more Treasury demand More Treasury demand → deeper crypto integration into the funding system Deeper integration → crypto no longer fringe, it becomes plumbing. I’m watching stablecoin issuers, ETH and infrastructure plays into 2027. If Trump signs, this accelerates fast. By the time people realize the dollar went onchain without the Fed, allocations will already be crowded. Others are selling noise or engagement. I deliver positioning before it is obvious. Follow me or stay late 🧭