The biggest currency shift since the U.S. Dollar went off the gold standard is now underway.
A USD that moves faster, cheaper, and more securely through the banking system is being created and Eric Wade's Stablecoin Stocks are the best way to profit from it.
The Teaser
This shift into a new and improved version of the U.S. dollar has been quietly picking up steam over the past year.
But before we delve deeper, who is Eric Wade and how did he get the inside track on this developing story?
Eric is a longtime internet entrepreneur going back to the 90s and an avid crypto enthusiast. He is also the Editor of Stansberry Research's Crypto Capital newsletter.
So his specialty is high-potential, yet often overlooked opportunities, some of which we have covered here like his AI Robot Stocks and Nvidia Blackwell Chip Stocks.
Since the start of 2025, some $230 billion has already been converted into “Smart Dollars.”
The $230 billion figure cited was the market cap of all stablecoins last March, before ripping nearly 40% to more than $321 billion today.
As per their name, stablecoins are cryptocurrencies that maintain a stable 1:1 peg to fiat currencies like the USD.
So stablecoins are essentially U.S. dollars, digitized for the blockchain.
Most have heard about digital dollars like Bitcoin and others before, so what's different about stablecoins?
The elevator pitch is that unlike practically every other cryptocurrency in existence, they are purpose-built for transactions by being faster, cheaper, and safer than any alternative.
Imagine not needing a bank account, instant money transfers, and fees of less than $1 on average.
For global commerce, the implications are massive and for us, as investors, new forms of money or anything closely resembling it, often mean outsize profits.
The Pitch
The biggest beneficiaries of the stablecoin revolution are named in a series of reports called The Giant Innovators: Powering a New Age of Currency, Stablecoin Technology That Could Soar 10x, and The ‘Tollbooth’ of the New Financial System.
To get our hands on them, we'll need an annual subscription to the Stansberry Innovations Report. It costs $79 (normally $499) and comes with a 30-day money-back guarantee.
The Tipping Point
There is some early evidence that stablecoins are cracking the existing banking establishment.
The first sign is stablecoins surpassing the payment processing volume of Visa and Mastercard combined.
This happened in 2024 and has continued through the first half of 2025.
Another tell is the rising percentage of stablecoin cross-border payments.
Although these still make up less than 5% of the massive $200 trillion annual cross-border volume, they are growing rapidly.
Last year stablecoin remittances reached $9 trillion, marking an 85% increase from 2024, with no signs of slowing down.
In a “if you can't beat them, join them” moment, some of the biggest banks and payment providers have also begun adopting stablecoins.
PayPal recently launched its own stablecoin PYUSD, which you can use instead of a credit card or bank transfer and the largest bank in the nation, JP Morgan Chase has followed suit. Launching JPM Coin late last year.
A deposit token backed by USD, designed to enable instant, 24/7 cross-border transfers and settlements for its institutional clients.
However, the biggest adopter of stablecoins by far is the U.S. Treasury.
Stable USD
In order to maintain its stable 1:1 peg, every stablecoin must be backed 1 to 1 by dollars or U.S. Treasury bills.
This means every dollar that leaves a bank for stablecoins creates more demand for Treasury bills.
It's every spendthrift government's dream.
Unlimited demand from the private sector for U.S. Treasuries (debt), lower borrowing costs due to the increased demand, and less dependence on the Fed.
The stablecoin/treasury connection may be the stake to the dark heart of the banking establishment.
Eric agrees with this, saying he's 100% confident that banks are about to get left behind in a major way.
It will be like watching Blockbuster get vaporized by Netflix all over again.
Stablecoins are clearly faster, cheaper, and more efficient for just about everyone, except for banks.
The federal government officially legalizing them via the Genius Act may have been the tipping point. But how to profit from them as investors is less clear.
Revealing Eric Wade's Stablecoin Stocks
Eric has been exploring the companies building the new financial ecosystem for the past five years.
He's already had a few big winners like Harmony (ONE) and Band Protocol (BAND), and thinks the next gains could be even bigger.
Starting with investing in the stablecoin infrastructure.
- This company is already trusted by 85% of the companies moving money, video, and data around the world every day.
- It launched radical new technology that lets you transfer data at unheard-of speeds: 1.6 trillion bits per second.
- A $330 million stock buyback was recently announced.
The name that kept popping up when digging into the clues is Ciena Corp. (NYSE: CIEN).
- Ciena completed the world's first 1.6 terabits-per-second (Tb/s) wavelengths data transmission in a live trial in the summer of 2024.
- Ciena bought back $330 million worth of shares in fiscal 2025.
The next to do is invest in the unique blockchain technology propping up stablecoins and one platform is going to be absolutely critical to their ability to scale.
- The stablecoin Circle has already used it to power $12 trillion of its transactions.
- It can process 10,000 transactions per second.
The highest USDC (Circle) transaction volumes occur on the Ethereum (ETH) blockchain network.
- Ethereum network USDC transfer volume is currently up around $1.7 trillion per month, which is on pace to surpass the $12 trillion figure.
- The ETH blockchain is on a credible path toward 10,000 transactions per second without compromising decentralization.
The final play is a tollboth!?
- This company owns a “tollbooth” on Wall Street. $500 billion in trading volume passes through its doors every day.
This is sounds like Nasdaq Inc. (Nasdaq: NDAQ).
- The Nasdaq's latest 24 hour trading volume exceeded $419 billion.
Big Changes, Bigger Profits?
The rails are built ,the engines are running, and the train's leaving the station.
Question is, should we get on the ride?
For all of the benefits, I get the sneaky feeling that stablecoins could further entrench the banking establishment it portrays to upend, just like the Federal Reserve Act of 1913 was supposed to “end the money trust”, but did the opposite.
Stablecoins are also a clear precursor to central bank digital currencies (CBDC). In this regard, we could be profiting from the very thing meant to make us less free and prosperous.
Of the three names Eric teases, Ethereum is the best value proposition.
We would be overpaying for Ciena at a P/E of over 200x and the Nasdaq is a blue chip stock trading at 28x current earnings, so not very appealing.
Unlike overt stablecoin infrastructure, the Ethereum blockchain is a decentralized, open-source platform built to power financial transactions without any intermediaries.
Despite this, it is so good that even Fortune 500 corporations like Microsoft use it for enterprise blockchain solutions.
If you don't care to spend $2,300 for a single ETH token, fractional shares can now also be purchased through most brokers.
Another way to play the big changes that stablecoins are bringing is with data center REITs. As every stablecoin blockchain transaction requires typical data center processing.
Eric's thesis about stablecoins bringing about big change may be correct, but his picks, apart from ETH, are not the best way to play it.
Quick Recap & Conclusion
- Eric Wade is teasing a USD that moves faster, cheaper, and more securely through the banking system and a few Stablecoin Stocks are the best way to profit from it.
- Stablecoins are essentially U.S. dollars, digitized for the blockchain and they are changing the way we send/receive money and pay for stuff.
- The biggest beneficiaries of the stablecoin revolution are named in a series of reports called The Giant Innovators: Powering a New Age of Currency, Stablecoin Technology That Could Soar 10x, and The ‘Tollbooth’ of the New Financial System.
- Fortunately, we were able to reveal all three “Stablecoin Stocks” for free, they are Ciena Corp. (NYSE: CIEN), Ethereum (ETH), and Nasdaq Inc. (Nasdaq: NDAQ).
- Ironically, the best pick is not a “Stablecoin Stock” at all, it's the ETH blockchain and it's growing use cases make it a clear growth play.
Will stablecoins replace the USD? Let us know what you think in the comments.