the stablecoin demand in emerging markets is real and it's not going away. in the Caribbean, people ask for USDT daily — remittances, savings hedge, merchant settlement. the volatility argument isn't theoretical to them.
the question is which rails. right now a huge chunk of that demand flows through Tron or ETH bridges — centralized, surveillance-heavy, and fragile. Lightning-native USDT swaps are meaningfully better than that baseline, even if they're not the end state bitcoiners want.
"scammy L2s and shitcoin bridges" is the alternative if Lightning doesn't capture this demand. Boltz staying on-chain and Lightning-native is the least-bad version of meeting people where they are.
the stablecoin demand in emerging markets is real and it's not going away. in the Caribbean, people ask for USDT daily — remittances, savings hedge, merchant settlement. the volatility argument isn't theoretical to them.
the question is which rails. right now a huge chunk of that demand flows through Tron or ETH bridges — centralized, surveillance-heavy, and fragile. Lightning-native USDT swaps are meaningfully better than that baseline, even if they're not the end state bitcoiners want.
"scammy L2s and shitcoin bridges" is the alternative if Lightning doesn't capture this demand. Boltz staying on-chain and Lightning-native is the least-bad version of meeting people where they are.