Why Stablecoins Might Be Bigger Than Bitcoin

Robert Ross|May 6, 2025

I’ve been wanting to tell this story for years.

But I haven’t had my wife’s permission until now.

You see, for many years, she worked in the marketing division of a few crypto companies. These ranged from companies selling non-fungible tokens (NFTs) to those in the move-to-earn space.

Now that she’s moved on to bigger and better things, I can tell you the dirty little secret about many of these crypto companies…

They’re vaporware.

Like the emperor who wore no clothes, these crypto companies would promise the world to their community only to woefully underdeliver and often go bankrupt.

But a lot has changed since she’s been out of the industry.

While many early crypto firms turned out to be vaporware, we now have real-world applications for many crypto projects.

A recent conversation with one of the heads of a publicly traded crypto company confirmed my suspicion.

The Inside Scoop on Stablecoins

Over the last six months, I’ve met with the top brass at a crypto company called DeFi Technologies (DEFTF) multiple times.

They call themselves a “mini-BlackRock” since they offer crypto exchange-traded products (ETPs) that track tokens like Bitcoin (BTC), Ethereum (ETH), and Solana (SOL).

But they also have a venture fund where they invest in up-and-coming crypto projects.

And there’s one project they’re really excited about: stablecoins.

A stablecoin is a type of cryptocurrency pegged to the value of a traditional currency, usually the U.S. dollar.

The goal is to create a digital asset that maintains price stability while enjoying blockchain technology’s speed, transparency, and decentralization.

You probably don’t know these stablecoins are about to go mainstream.

The Age of the Stablecoin Is Here

This is full-blown adoption by the biggest tech companies in the world, not just crypto enthusiasts.

According to one of the executives I spoke with at DeFi Technologies, a bipartisan stablecoin bill working its way through Congress could be the final domino to fall.

This bill would provide clear regulatory guardrails for U.S. stablecoin issuers, essentially legitimizing them in the eyes of regulators and major financial institutions.

Once that framework is in place, we’re likely to see companies like Apple, Microsoft, Alphabet, and even Meta begin offering stablecoin payments through their digital wallets.

Imagine opening your iPhone, tapping Apple Wallet, and seeing a “USD Coin” balance next to your credit cards and bank accounts.

That’s not some far-off fantasy. That’s something that could happen this year.

Apple already has 1.3 billion iPhone users globally.

Google’s Android ecosystem reaches nearly 3 billion devices.

If just 5% of these users onboard into stablecoins via their native wallets that’s over 200 million new crypto users overnight.

It’s no longer about people buying Bitcoin on Coinbase.

It’s about your phone becoming your bank.

And this isn’t just good for stablecoin adoption.

It’s good for the broader crypto market.

Because when stablecoins go mainstream, they act as the on-ramp for everything else: DeFi protocols, NFTs, decentralized identity, gaming tokens, and more.

That’s why I’ve been increasing exposure to projects with strong infrastructure and real-world use cases.

A Few Ways to Play the Stablecoin Boom

We aren’t looking at another crypto hype cycle like when my wife worked in the industry.

This is real infrastructure meeting real regulation, with some of the world’s largest corporations preparing to plug in.

The entire game changes the moment it becomes easier to send stablecoins across borders using just your phone and a wallet app.

We’ve talked for years about when crypto would have its “iPhone moment.”

I think we’re looking at it as crypto moves away from the days of vaporware and into useful technology without most people even realizing it.

Traditional payment rails are about to merge with decentralized finance, making them even more stable, cheaper, and more useful for consumers.

This is the moment crypto investors like me, who have been in the space for nearly a decade, have been waiting for.

We already opened a position to profit from this in the Breakout Fortunes portfolio yesterday.

But rest assured, this is a multiyear trend, and I expect it will take even “blue chip” crypto projects like Bitcoin, Ethereum, and Solana to new heights.

And if you don’t own any crypto now, I’d highly recommend adding a small position.

Because with many things in technology, it’s happening slowly, then all at once.

And right now, we’re in the “slowly” phase.