The divergence between rising stablecoin activity and a shrinking supply pool signals that fewer tokens are being used more intensively across the market. Adjusted stablecoin transaction volume reached a record $1.79 trillion in June, according to Visa Onchain Analytics, marking a 63% jump from May's $1.10 trillion and a 125% increase from a year earlier. Over the same four-week period, the total pool of stablecoins in circulation contracted by $7.7 billion, the largest monthly dollar decline since the TerraUSD collapse in 2022. The contrast suggests that while capital is exiting the stablecoin market, the remaining tokens are being turned over at a faster rate. The data highlights shifting dynamics in how stablecoins are being deployed for payments, trading, and settlement, even as overall balances held in these assets decline.


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