Matt Sheffield(@sheffieldreport):Backwards framing in my opinion. Stablecoin growth, RWA growth, agentic payment growth are all part of the ETH opportunity… when I see more stablecoins minted, or Blackrock announces new tokenized funds, that is a sign to me that the thesis is playing out. More money onchain, bigger market, more economic security needed, more transaction volume potential. If Stablecoin number was shrinking that would be a different story but when a leading indicator rises I’d say that’s good news.

2026.06.26 18:50

Backwards framing in my opinion. Stablecoin growth, RWA growth, agentic payment growth are all part of the ETH opportunity… when I see more stablecoins minted, or Blackrock announces new tokenized funds, that is a sign to me that the thesis is playing out. More money onchain, bigger market, more economic security needed, more transaction volume potential. If Stablecoin number was shrinking that would be a different story but when a leading indicator rises I’d say that’s good news.