Native USDT on Aptos and the stablecoin payments case
Quote164 words
Bullish call$APT−91%since this piece, moved against the callHow it played out ↓Argues native USDT on Aptos primes the chain as a base layer for stablecoin payments, citing a payments market above $121B and 100x growth in onchain stablecoin supply since 2019. Aptos stablecoin supply is $237M and TVL $1.3B.
Key claims
Payment processing market >$121B in 2024
Onchain stablecoin supply up 100x since 2019 to >$170B
Aptos stablecoin supply $237M, TVL $1.3B
Payments are one of the most promising but also straight-forward crypto use cases that yet remain to be solved at a global scale.
Outside of crypto, the market for payment processing solutions has grown rapidly in recent years, and is expected to reach >$121B in 2024.
Meanwhile stablecoins have impressively proven their product-market-fit with onchain supply exploding 100x since early 2019 and reaching a total market cap of >$170B.
However, blockchain based payment solutions leveraging stablecoins have historically lacked the scalability to support mass adoption.
With native $USDT, the most used stablecoin in crypto landing on @Aptos, this is finally changing.
Aside from a major liquidity injection into the growing DeFi ecosystem, which is likely to drive growth of stablecoin supply ($237M at time of writing) and TVL (currently at $1.3B), this integration primes Aptos to become the base layer of the first stablecoin-powered payment solutions that make their way into mainstream.
DYOR anon.
Why am I bullish on @Aptos?
Find out. ↓
x.com/zerokn0wledge_/status/1844823345306460648
QUOTING @Aptos
1/ USDT has officially arrived on Aptos Mainnet. What happens when the world’s most widely-used stablecoin meets the blockchain built for payments? You get the fastest, most affordable dollar on chain. Period. 👇 t.co/c9bxZoZ6aN
1/ USDT has officially arrived on Aptos Mainnet. What happens when the world’s most widely-used stablecoin meets the blockchain built for payments? You get the fastest, most affordable dollar on chain. Period. 👇 t.co/c9bxZoZ6aN
2 images on X
How the call played out · since 01 Nov 2024
Prices as of 23 Oct 2026This piece takes a view on $APT, so that move is read against the call.
−91%
Moved against the call · over 24 months
- At publication
- $9.09
- Now
- $0.776
- vs BTC
- −93%
- After 1 month
- +47%
- After 3 months
- −14%
- After 1 year
- −64%
- High since
- +62% 07 Dec 2024
- Low since
- −94% 17 Aug 2026
Since then
Zero has written 4 more pieces on Aptos and $APT since this one.
Daily closes in USD from DefiLlama and Yahoo Finance. Only a bullish or bearish thesis is read as a call; explainers, maps and mentions are context. Not financial advice.