Lorenzo Valente(@LorenzoARK):Stablecoins just crossed 300M holder addresses globally for the first time. The Ethereum ecosystem is now 37% of all stablecoin holders, up from 29% two years ago, and L2s account for ~3 of every 4 of them. The strategy of scaling adoption through L2s is working. I expect tokenized stocks to follow the same path. If there is one chart to show EVM dominance, it’s this one: EVM-compatible chains hold ~94% of all stablecoin addresses. It took 8 years to get to 300M. I think we reach 1B wallets within 18 months, well ahead of trend.

Lorenzo Valente

@LorenzoARK

Crypto at @ARKinvest I Director of Research I Disclosure:

参加 May 2024

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Lorenzo Valente@LorenzoARK

2026.10.15 17:05

Stablecoins just crossed 300M holder addresses globally for the first time. The Ethereum ecosystem is now 37% of all stablecoin holders, up from 29% two years ago, and L2s account for ~3 of every 4 of them. The strategy of scaling adoption through L2s is working. I expect tokenized stocks to follow the same path. If there is one chart to show EVM dominance, it’s this one: EVM-compatible chains hold ~94% of all stablecoin addresses. It took 8 years to get to 300M. I think we reach 1B wallets within 18 months, well ahead of trend.