Stablecoins and TradFi to Dominate Crypto Value Accrual, Analyst Ansem Predicts

New York, NY – Prominent crypto analyst Ansem has issued a stark prediction for the future of the cryptocurrency market, asserting that the "crypto trade is mostly over" for the vast majority of digital assets. Ansem, known for his influential presence on social media, believes that future value accrual will primarily concentrate on stablecoins and traditional finance (TradFi) companies leveraging their own blockchain technologies.

In a recent social media post, Ansem stated, > "The crypto trade is mostly over. Value accrual will primarily go to stablecoins and tradfi companies using their own blockchains (Stripe, Coinbase, Robinhood), not 95% of this dogshit." This sentiment underscores a growing skepticism towards the long-term viability of numerous smaller altcoins.

The analyst identifies key opportunities in Bitcoin (BTC), privacy-focused cryptocurrencies, and "Hype/DEX" (decentralized exchanges), with a speculative nod to AI/robotics integrated with blockchain technology emerging as a significant trend post-2027. This perspective aligns with a broader market shift towards more regulated and utility-driven blockchain applications.

The stablecoin market has seen substantial growth and institutional adoption, with issuance volumes projected to reach $1.9 trillion by 2030 in a base-case scenario, according to a Citi report. Companies like Stripe, Coinbase, and Robinhood are actively developing their own blockchain infrastructures and stablecoin initiatives. Stripe, for instance, has re-entered the crypto market with stablecoin payments and is reportedly building its own blockchain, Tempo, to enhance payment processing. Coinbase has also launched its Base blockchain and is pushing stablecoin payments through its Commerce arm.

This strategic pivot by TradFi giants towards proprietary blockchain solutions suggests a future where financial institutions integrate digital assets directly into their core operations, potentially bypassing traditional crypto ecosystems for certain functions. Ansem's forecast indicates a maturation of the crypto space, where speculative "dogshit" altcoins may be phased out in favor of assets with clear utility, regulatory compliance, and strong institutional backing.