[SMART MONEY] News that shows why REAL YIELD matters 👇 "Bank of America expects the stablecoin supply to rise by up to $75 billion in the near term, driven by regulatory clarity from the GENIUS Act." - @WatcherGuru Stablecoin supply is set to surge. A potential 28% increase on the current $270B market cap . . . And it’s not just speculation. It’s infrastructure-driven. The GENIUS Act has created the clearest regulatory path stablecoins have ever had in the U.S. Banks, fintechs, and even legacy skeptics like JPMorgan are now leaning in. USDC, USDT, tokenized deposits they’re all part of a broader monetary redesign. And that’s not just bullish for adoption. It’s bullish for deployment. Because when stablecoin supply grows, idle balances grow. And those balances seek yield . . . In traditional markets, that’s short-term Treasuries. Onchain, it’s vaults, strategies, and structures that give capital purpose. This is why infra matters. Not just the assets themselves, but the rails they move on and the tools that put them to work. The more robust the infrastructure, the easier it becomes for smart money to rotate in. So what comes next? A stablecoin-powered financial layer. New liquidity. New users. And a new floor for onchain capital markets. Adoption starts with clarity . . . But it scales with infrastructure. Source in 🧵