Tether

Stablecoin Health and Liquidity Risk: How a 1% Slip and Tether's CNH Phaseout Could Tighten BTC Markets – cover image
Stablecoin Health and Liquidity Risk: How a 1% Slip and Tether's CNH Phaseout Could Tighten BTC Markets

Stablecoins function as crypto’s deployable cash — a small shrink in supply or a regional issuance change can meaningfully reduce on‑ramp liquidity and amplify Bitcoin volatility. This piece investigates the mechanics behind a 1% stablecoin slip and Tether’s CNH phaseout, and models plausible stress scenarios for BTC markets.

Published at 2026-02-21 15:23:07
Stablecoin Innovation Reshaping Perpetuals and Liquidity: USDT0, RLUSD, and the New Margin Landscape – cover image
Stablecoin Innovation Reshaping Perpetuals and Liquidity: USDT0, RLUSD, and the New Margin Landscape

New stablecoin primitives — from Tether’s USDT0-backed perpetuals to Ripple’s RLUSD surge on Ethereum — are changing how perpetuals are collateralized, settled and liquidated. This article breaks down mechanics, liquidity benefits, cross-market risks and regulatory questions for DeFi product leads and derivatives traders.

Published at 2026-02-14 14:55:32
Tether's Evolving Role in Compliance and Cross-Border Settlement – cover image
Tether's Evolving Role in Compliance and Cross-Border Settlement

Tether is shifting from a pure liquidity provider to an active participant in enforcement cooperation and institutional settlement. This primer reviews its role in a $544M Turkish seizure, record USDT on-chain flows in Q4 2025, and its bet on the t-0 settlement network — and what that means for stablecoin adoption, banks, and regulators.

Why Tether's $150M Bet on Gold Could Fast-Track Tokenized RWA and Reshape Stablecoins – cover image
Why Tether's $150M Bet on Gold Could Fast-Track Tokenized RWA and Reshape Stablecoins

Tether's $150M stake in Gold.com signals a strategic shift: major stablecoin issuers are moving into tokenized gold to diversify reserves, deepen liquidity for RWA, and build new revenue lines. That pivot will accelerate tokenized-asset adoption while raising custody, audit and regulatory stakes for the stablecoin sector.

Published at 2026-02-06 14:12:45
What Tether’s $187B Q4 2025 Surge Means for Liquidity, Tail Risks and Treasury Playbooks – cover image
What Tether’s $187B Q4 2025 Surge Means for Liquidity, Tail Risks and Treasury Playbooks

Tether’s Q4 2025 jump to a $187B market cap concentrates USDT liquidity and reshapes on‑chain capital flows — a mixed signal for treasurers weighing liquidity efficiency against concentration and counterparty risks. This article breaks down the implications and practical mitigation steps for institutional risk teams.

Published at 2026-02-05 13:40:03
Why Tether Scaled Back Its Fundraising Ambitions — Market and Valuation Consequences – cover image
Why Tether Scaled Back Its Fundraising Ambitions — Market and Valuation Consequences

Tether’s decision to shrink a planned multi‑billion fundraising round highlights investor concerns about private valuations and stablecoin counterparty risk. The move has implications for USDT’s market confidence and strategic choices across the stablecoin sector.

Published at 2026-02-04 13:37:19
Tether’s $10B 2025 Profit: Risks, Reserves and the Future of Stablecoin Dominance – cover image
Tether’s $10B 2025 Profit: Risks, Reserves and the Future of Stablecoin Dominance

Tether's reported $10+ billion 2025 profit reshapes the stablecoin conversation — from market share and commercial strategy to regulatory scrutiny and reserve transparency. This analysis breaks down drivers of the profit, systemic leverage implications, and scenarios for competitors and RWA integration.

Published at 2026-02-01 16:38:06
Tether, USDT Supply and the Evolving Health of the Stablecoin Market – cover image
Tether, USDT Supply and the Evolving Health of the Stablecoin Market

Tether reported a 23% profit decline in 2025 amid record USDT supply and rising treasury holdings, raising fresh questions about issuer economics, reserve resilience, and regulatory risk as new entrants like Ripple’s RLUSD target institutional flows.

Published at 2026-01-31 13:44:58
Tether's Gold Gambit and USAT: How Tokenized Bullion Reshapes Stablecoin Risk and the Gold Market – cover image
Tether's Gold Gambit and USAT: How Tokenized Bullion Reshapes Stablecoin Risk and the Gold Market

Tether’s large-scale accumulation of physical gold and the launch of USAT change the balance of reserve composition and competitive dynamics between stablecoins. This analysis examines custody, market impact, credibility implications for USDT/XAUT, and how USAT pressures USDC in U.S. corridors.

Published at 2026-01-28 12:52:34
Tether’s Year‑End BTC Push: Implications for Liquidity, Treasuries & Regulation – cover image
Tether’s Year‑End BTC Push: Implications for Liquidity, Treasuries & Regulation

Tether’s disclosed Q4 2025 purchase of roughly 8,888 BTC — lifting its stack above ~96k BTC — changes how institutional treasuries and markets price liquidity and counterparty reserve risk. This article unpacks the scale, reasoning, market effects, and regulatory questions for compliance teams and institutional investors.

Published at 2026-01-01 12:50:01