Recently spent time diving deep into a Layer 1 blockchain project optimized specifically for stablecoins. The more I study, the more I believe it could be the most overlooked infrastructure opportunity next year.

Several technical highlights are worth noting. First is the user experience of stablecoins—mainstream stablecoins like USDT and USDC can transfer on-chain with virtually zero gas fees, and the speed is astonishing. Even more interesting is that users don’t need to prepare project tokens in advance to make payments; the interaction threshold is effectively brought down to Web2 levels.

The architecture design is also impressive. It is fully compatible with EVM, meaning DeFi, payments, remittances, RWA, and other applications from the Ethereum ecosystem can migrate with almost no code changes. Additionally, it leverages a Bitcoin bridge to achieve settlement finality, cleverly combining Bitcoin-level security with Ethereum-style flexibility.

Why is it worth watching now? The total global stablecoin market cap has already surpassed $220 billion and is growing at over 40% annually. Real-world use cases are exploding—cross-border transfers, merchant settlements, employee salaries, on-chain storage, small-value payments—all have strong demand. The drawbacks of traditional banking combined with Visa/Mastercard systems are obvious: complex processes, high fees, slow cross-border transactions. This project is designed specifically to address these pain points.