Crypto Scenario Insights
What happened
Venezuela's adoption of stablecoins to bypass US dollar sanctions serves as a powerful proof of concept for censorship-resistant digital assets.
What we think
The most likely outcome is a slow, regulatory-driven transition of institutional liquidity away from USDT toward fully compliant, US-domiciled stablecoins, carrying a 55% probability.
Read the analysis
State-Level Sanctions Evasion via Stablecoins: A Proof of Concept or a Regulatory Timebomb?
We explain what happened and what could follow. We do not forecast prices.