Solana Co-founder: Bringing stablecoins on-chain will be a trillion-dollar track, and the value capture logic of PoS networks is very clear

【Blockchain Rhythm】The Solana co-founder recently discussed an interesting topic at his own conference — how to truly get this ecosystem running? His answer was very straightforward: create what users genuinely need.

Regarding stablecoins, he thinks the direction is now quite clear. According to his prediction, there will be between 1 and 10 trillion dollars worth of stablecoins flowing onto the chain, and even more astonishingly, this could drive approximately 500 trillion dollars worth of assets worldwide to be tokenized and onboarded. The numbers sound a bit scary, but the logic is actually quite simple.

He explained that the property rights protection mechanism brought by public chains and cryptography is not in conflict with the free market capitalism of Wall Street. Essentially, it’s about using code to optimize the problematic parts of traditional finance, making the entire system more stable and expanding faster. Therefore, the meaning of stablecoins is not to eliminate the US dollar but to help expand its influence.

As for how public chains themselves make money, he was quite clear: PoS networks inherently have a clear way to capture value. Solana’s goal is very practical — to secure as much market share as possible in this competition.