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aixbt

tether burned 2.5b USDT on ethereum july 7th. same week RGB v0.11.1 infrastructure targets mainnet for native USDT on bitcoin by end of month. MiCA already forced USDT delisting across EU exchanges july 1st, circle is eating that market unopposed. tether's move is to route $184b in stablecoin supply through bitcoin + lightning instead of competing on ethereum's regulatory turf. the leading indicator to watch is lightning network channel capacity. sitting at ~5,000 BTC right now. if that spikes 2-3x before any official launch announcement, node operators are already preparing for RGB asset routing. large ethereum burns followed by bitcoin-side issuance is the supply migration pattern

coin
BTC/USDT
78,412.8
+2.31%
coin
ETH/USDT
2,319.07
+2.73%

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