Front-Running Institutional Flows
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If Tether raises $20B from major investors, big money will flow into stablecoin infrastructure. That creates ripple effects:
Where to position:DePIN + compliance tokens: Institutions prefer regulated rails. Tokens tied to KYC/AML or compliance infrastructure (like KYC-enabled DeFi) may see adoption.
Stablecoin settlement networks: Blockchains that handle large stablecoin volumes (Ethereum L2s like Arbitrum, Base) stand to benefit. Holding their tokens could capture upside.
Yield strategies: Tether invests heavily in treasuries and earns yield. Advanced users can mirror this by farming low-risk stablecoin strategies on DeFi protocols.