Not price predictions. What’s actually happening with institutional flows, stablecoin supply, regulatory infrastructure, and the data that tells the truth.
That’s what we’re watching right now. Divergence extended to 28 days — longest streak since late 2022.
As of April 1, 2026, MiCA (Markets in Crypto-Assets) requires all stablecoins offered to EU residents to have a licensed issuer and reserve audits. Tether missed the deadline; Binance EU delisted USDT pairs at 00:01 UTC April 1.
Circle (CRCL) inherits an EU-shaped moat. Expect USDC market share in Europe to 3× in 12 months.