USDT and Stablecoin Growth to Reshape Fed Policy by 2030

Federal Reserve Governor Stephen Miran predicts that the demand for stablecoins, including USDT, could reach $3 trillion by 2030, potentially altering monetary policy and lowering long-term interest rates. This growth may expand loanable funds as issuers are required to hold U.S. Treasury assets, tightening credit conditions and influencing mainstream finance.

Stablecoin Growth Could Lower Rates And Alter Fed Policy Over Time

Federal Reserve Governor Stephen Miran projects stablecoin demand could surge to $3 trillion by 2030, potentially reshaping monetary policy. The growth may depress long-term interest rates by expanding loanable funds, as issuers are required to hold U.S. Treasury assets.

Stablecoins, once confined to crypto markets, now influence mainstream finance. Their expansion could tighten credit conditions by diverting capital from traditional banks while increasing demand for U.S. debt instruments.

Rumble Stock Surges 7% on $100M Tether Advertising Deal

Rumble Inc. (NASDAQ: RUM) shares rallied sharply after securing a $100 million advertising commitment from Tether, the issuer of the USD₮ stablecoin. The two-year deal, structured at $50 million annually, propelled Rumble's stock price from $5.89 to $6.35—a 7.8% gain that elevates the company's market capitalization to $2.25 billion.

The partnership targets increased adoption of Rumble Wallet, with Tether's ad spend commencing in Q1 2026. Market observers note the collaboration underscores crypto-native companies' growing interest in alternative platforms for user acquisition. The announcement, made via Rumble's X account, triggered immediate buying activity in after-hours trading.

Crypto Market Shows Cautious Stability Despite Fresh Capital Inflows

Bitcoin struggled to maintain momentum on Tuesday, relinquishing part of last week's gains even as fresh liquidity entered the market. The global crypto market capitalization edged up 0.21% to $3.58 trillion, reflecting tentative equilibrium. Institutional inflows and robust on-chain activity supported Bitcoin and Ethereum, while altcoins delivered mixed performance. BNB and Solana held steady, but retail-driven memecoins like SHIB and PEPE slowed, signaling fading enthusiasm among smaller traders.

Stablecoins dominate market discussions. Over $1 billion in new USDT was recently minted, yet stablecoin market capitalization rose just 2.6% monthly. Year-to-date, stablecoin supply has expanded nearly 70% compared to Bitcoin's 31% gain. This divergence suggests capital is entering the ecosystem but remains parked as exchange-held stablecoins rather than fueling spot buying activity.