Everyone is still focused on TVL, but I think by 2026, judging stablecoins by locked value is already outdated.
Recently, I've been looking at the on-chain data from @worldlibertyfi on Solana, and what impressed me the most isn't the supply of 855 million, but the daily trading volume of 200 to 300 million. The USD1 circulates every three days on average, and this speed of circulation is very tangible.
Traditional stablecoins are like warehouses, everyone is competing to see who can lock it up tighter; USD1, on the other hand, is like lively blood, continuously flowing in merchant backends, AI payments, and World Swap. Money only has life when it is moving.
It collaborates with BitGo for backing to give people the security of old money, and it runs very fast on Solana; the combination of these two advantages is just right. This is no longer a cold, hard stablecoin, but a truly usable global settlement network.
Now that it performs so brilliantly on Solana, to really grow, it still needs to see if it can naturally expand to other chains. I'm quite looking forward to how WLFI will play next.
Locked money is a specimen, only the money that is moving is the future. The supply of 855 million has already supported such high activity, and if the scale gets even larger, the entire industry's definition of stablecoins might need to be rewritten.
What do you think? The next competition for stablecoins will be about who can hold onto money longer, or who can make money transfer faster and be used more?
#WLFI #USD1 #Solana #DeFi #Stablecoin #WorldLibertyFinancial